Microsoft Corporation
(MSFT)
|
28.5 |
$92M |
|
290k |
315.75 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
6.4 |
$21M |
|
409k |
50.60 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
3.7 |
$12M |
|
238k |
49.83 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
2.8 |
$9.0M |
|
118k |
75.98 |
Amazon
(AMZN)
|
2.5 |
$8.1M |
|
63k |
127.12 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
2.3 |
$7.3M |
|
109k |
67.68 |
Alphabet Cap Stk Cl C
(GOOG)
|
2.1 |
$6.8M |
|
52k |
131.85 |
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
2.1 |
$6.8M |
|
115k |
58.93 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
2.0 |
$6.3M |
|
40k |
159.49 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
1.7 |
$5.4M |
|
107k |
50.49 |
Spdr Gold Tr Gold Shs
(GLD)
|
1.7 |
$5.3M |
|
31k |
171.45 |
Doximity Cl A
(DOCS)
|
1.5 |
$4.9M |
|
231k |
21.22 |
Select Sector Spdr Tr Sbi Cons Stpls
(XLP)
|
1.3 |
$4.1M |
|
60k |
68.81 |
Select Sector Spdr Tr Rl Est Sel Sec
(XLRE)
|
1.3 |
$4.1M |
|
121k |
34.07 |
Netflix
(NFLX)
|
1.3 |
$4.1M |
|
11k |
377.36 |
Pimco Etf Tr Inv Grd Crp Bd
(CORP)
|
1.3 |
$4.1M |
|
45k |
91.12 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
1.2 |
$3.9M |
|
93k |
41.42 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
1.1 |
$3.5M |
|
102k |
33.96 |
Danaher Corporation
(DHR)
|
1.0 |
$3.2M |
|
13k |
248.10 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
1.0 |
$3.2M |
|
24k |
131.79 |
Thermo Fisher Scientific
(TMO)
|
1.0 |
$3.2M |
|
6.2k |
506.18 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.9 |
$2.8M |
|
151k |
18.81 |
NVIDIA Corporation
(NVDA)
|
0.8 |
$2.7M |
|
6.2k |
434.96 |
Spdr Ser Tr Spdr S&p 500 Etf
(SPYX)
|
0.8 |
$2.7M |
|
77k |
34.73 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.8 |
$2.6M |
|
108k |
23.94 |
Meta Platforms Cl A
(META)
|
0.8 |
$2.5M |
|
8.4k |
300.20 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.8 |
$2.4M |
|
81k |
30.15 |
Apple
(AAPL)
|
0.8 |
$2.4M |
|
14k |
171.20 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.7 |
$2.4M |
|
5.5k |
429.41 |
Philip Morris International
(PM)
|
0.7 |
$2.3M |
|
25k |
92.58 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.6 |
$1.9M |
|
5.4k |
358.28 |
Ishares Tr Esg Awre 1 5 Yr
(SUSB)
|
0.5 |
$1.7M |
|
70k |
23.77 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.5 |
$1.5M |
|
20k |
75.15 |
Costco Wholesale Corporation
(COST)
|
0.5 |
$1.5M |
|
2.6k |
564.89 |
Repligen Corporation
(RGEN)
|
0.5 |
$1.5M |
|
9.3k |
159.01 |
Walt Disney Company
(DIS)
|
0.5 |
$1.5M |
|
18k |
81.05 |
Lauder Estee Cos Cl A
(EL)
|
0.5 |
$1.5M |
|
10k |
144.55 |
Broadcom
(AVGO)
|
0.5 |
$1.5M |
|
1.7k |
830.65 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.5 |
$1.4M |
|
3.7k |
392.68 |
Intercontinental Exchange
(ICE)
|
0.4 |
$1.4M |
|
13k |
110.02 |
Old Dominion Freight Line
(ODFL)
|
0.4 |
$1.4M |
|
3.5k |
409.15 |
Adobe Systems Incorporated
(ADBE)
|
0.4 |
$1.4M |
|
2.8k |
509.90 |
Nasdaq Omx
(NDAQ)
|
0.4 |
$1.4M |
|
29k |
48.59 |
Dollar General
(DG)
|
0.4 |
$1.4M |
|
13k |
105.80 |
Charter Communications Inc N Cl A
(CHTR)
|
0.4 |
$1.4M |
|
3.2k |
439.88 |
Boeing Company
(BA)
|
0.4 |
$1.4M |
|
7.3k |
191.68 |
Mettler-Toledo International
(MTD)
|
0.4 |
$1.4M |
|
1.3k |
1108.07 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.4 |
$1.4M |
|
4.0k |
350.30 |
Abbott Laboratories
(ABT)
|
0.4 |
$1.4M |
|
14k |
96.85 |
Charles River Laboratories
(CRL)
|
0.4 |
$1.4M |
|
7.0k |
195.98 |
UnitedHealth
(UNH)
|
0.4 |
$1.4M |
|
2.7k |
504.28 |
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
0.4 |
$1.4M |
|
17k |
77.95 |
Tesla Motors
(TSLA)
|
0.4 |
$1.4M |
|
5.4k |
250.22 |
NVR
(NVR)
|
0.4 |
$1.3M |
|
219.00 |
5968.83 |
Advanced Micro Devices
(AMD)
|
0.4 |
$1.3M |
|
13k |
102.82 |
Motorola Solutions Com New
(MSI)
|
0.4 |
$1.3M |
|
4.7k |
272.24 |
Servicenow
(NOW)
|
0.4 |
$1.3M |
|
2.2k |
558.96 |
Abbvie
(ABBV)
|
0.4 |
$1.2M |
|
8.3k |
149.06 |
Mastercard Incorporated Cl A
(MA)
|
0.4 |
$1.2M |
|
3.1k |
395.91 |
Visa Com Cl A
(V)
|
0.4 |
$1.2M |
|
5.3k |
230.02 |
Home Depot
(HD)
|
0.4 |
$1.2M |
|
3.9k |
302.15 |
Msci
(MSCI)
|
0.4 |
$1.2M |
|
2.3k |
513.14 |
Domino's Pizza
(DPZ)
|
0.4 |
$1.2M |
|
3.1k |
378.74 |
S&p Global
(SPGI)
|
0.3 |
$1.1M |
|
3.1k |
365.43 |
Moody's Corporation
(MCO)
|
0.3 |
$1.1M |
|
3.6k |
316.20 |
Aon Shs Cl A
(AON)
|
0.3 |
$1.1M |
|
3.4k |
324.18 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.3 |
$1.1M |
|
5.3k |
208.25 |
O'reilly Automotive
(ORLY)
|
0.3 |
$1.1M |
|
1.2k |
908.86 |
Autodesk
(ADSK)
|
0.3 |
$1.1M |
|
5.2k |
206.91 |
Ishares Tr Ibonds Dec24 Etf
(IBDP)
|
0.3 |
$1.0M |
|
41k |
24.73 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.3 |
$882k |
|
4.5k |
195.68 |
Union Pacific Corporation
(UNP)
|
0.3 |
$852k |
|
4.2k |
203.63 |
Ishares Tr Ibonds Dec25 Etf
(IBDQ)
|
0.3 |
$828k |
|
34k |
24.37 |
Waters Corporation
(WAT)
|
0.3 |
$823k |
|
3.0k |
274.21 |
Norfolk Southern
(NSC)
|
0.2 |
$788k |
|
4.0k |
196.93 |
Dimensional Etf Trust Us Small Cap Val
(DFSV)
|
0.2 |
$780k |
|
31k |
25.34 |
Ishares Tr Msci Usa Value
(VLUE)
|
0.2 |
$768k |
|
8.5k |
90.72 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$751k |
|
10k |
71.97 |
Northrop Grumman Corporation
(NOC)
|
0.2 |
$748k |
|
1.7k |
440.19 |
Ishares Tr Ibonds 25 Trm Ts
(IBTF)
|
0.2 |
$743k |
|
32k |
23.08 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$723k |
|
1.8k |
408.96 |
CSX Corporation
(CSX)
|
0.2 |
$723k |
|
24k |
30.77 |
Canadian Natl Ry
(CNI)
|
0.2 |
$704k |
|
6.5k |
108.33 |
Ishares Tr Ibonds Dec2026
(IBDR)
|
0.2 |
$700k |
|
30k |
23.34 |
Ishares Tr Esg Scrd S&p Mid
(XJH)
|
0.2 |
$698k |
|
21k |
33.87 |
L3harris Technologies
(LHX)
|
0.2 |
$697k |
|
4.0k |
174.12 |
Airbnb Com Cl A
(ABNB)
|
0.2 |
$692k |
|
5.0k |
137.21 |
Tesla Call Call Option (Principal)
|
0.2 |
$676k |
|
2.7k |
250.22 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$662k |
|
3.5k |
189.09 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$641k |
|
3.0k |
212.40 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$621k |
|
6.1k |
102.54 |
Match Group
(MTCH)
|
0.2 |
$616k |
|
16k |
39.17 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.2 |
$516k |
|
11k |
48.65 |
Ishares Tr Ibonds 27 Etf
(IBDS)
|
0.2 |
$498k |
|
22k |
23.14 |
Ishares Tr Ibds Dec28 Etf
(IBDT)
|
0.2 |
$497k |
|
21k |
24.03 |
Ishares Tr Ibonds Dec23 Etf
|
0.1 |
$472k |
|
19k |
25.36 |
Dimensional Etf Trust Intl Small Cap E
(DFIS)
|
0.1 |
$463k |
|
21k |
21.94 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.1 |
$453k |
|
14k |
33.65 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.1 |
$445k |
|
9.4k |
47.28 |
Dimensional Etf Trust Intl Small Cap V
(DISV)
|
0.1 |
$437k |
|
18k |
23.78 |
American Battery Technology Com New
(ABAT)
|
0.1 |
$420k |
|
49k |
8.62 |
Amgen
(AMGN)
|
0.1 |
$417k |
|
1.6k |
268.81 |
Dimensional Etf Trust Internatnal Val
(DFIV)
|
0.1 |
$404k |
|
12k |
32.62 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.1 |
$369k |
|
6.5k |
56.47 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.1 |
$368k |
|
2.8k |
130.85 |
Pacer Fds Tr Us Cash Cows 100
(COWZ)
|
0.1 |
$359k |
|
7.3k |
49.43 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.1 |
$356k |
|
12k |
30.28 |
Spdr Index Shs Fds Msci Eafe Fs Etf
(EFAX)
|
0.1 |
$345k |
|
9.7k |
35.47 |
Dimensional Etf Trust Us High Profitab
(DUHP)
|
0.1 |
$340k |
|
13k |
25.69 |
Vaneck Etf Trust Gold Miners Etf
(GDX)
|
0.1 |
$337k |
|
13k |
26.91 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.1 |
$334k |
|
3.3k |
102.01 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.1 |
$334k |
|
8.5k |
39.21 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.1 |
$333k |
|
24k |
14.03 |
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$313k |
|
6.6k |
47.59 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.1 |
$308k |
|
7.1k |
43.72 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.1 |
$301k |
|
6.3k |
48.10 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$293k |
|
4.1k |
70.76 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$252k |
|
1.0k |
249.43 |
Wisdomtree Tr Itl Hdg Qtly Div
(IHDG)
|
0.1 |
$246k |
|
6.3k |
38.74 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$244k |
|
896.00 |
272.46 |
MiMedx
(MDXG)
|
0.1 |
$211k |
|
29k |
7.29 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$202k |
|
1.3k |
155.34 |
Legalzoom
(LZ)
|
0.1 |
$175k |
|
16k |
10.94 |
Cpi Aerostructures Com New
(CVU)
|
0.0 |
$124k |
|
37k |
3.34 |
Nu Hldgs Ord Shs Cl A
(NU)
|
0.0 |
$122k |
|
17k |
7.25 |
Kayne Anderson MLP Investment
(KYN)
|
0.0 |
$94k |
|
11k |
8.41 |
Nextdoor Holdings Com Cl A
(KIND)
|
0.0 |
$57k |
|
31k |
1.82 |
Cano Health Com Cl A
|
0.0 |
$24k |
|
96k |
0.25 |
New Gold Inc Cda
(NGD)
|
0.0 |
$18k |
|
20k |
0.91 |
Cano Health *w Exp 06/03/202
(CANWQ)
|
0.0 |
$1.2k |
|
24k |
0.05 |