Vanguard Index Fds Total Stk Mkt
(VTI)
|
18.5 |
$42M |
|
236k |
179.47 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
10.5 |
$24M |
|
1.1M |
22.24 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
9.6 |
$22M |
|
480k |
45.77 |
Apple
(AAPL)
|
9.2 |
$21M |
|
153k |
138.20 |
Vanguard Index Fds Value Etf
(VTV)
|
8.1 |
$19M |
|
151k |
123.48 |
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
3.5 |
$8.0M |
|
424k |
18.89 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
3.2 |
$7.4M |
|
191k |
38.82 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.5 |
$5.8M |
|
159k |
36.49 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
2.2 |
$5.1M |
|
55k |
92.81 |
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
2.2 |
$5.0M |
|
168k |
29.61 |
Lifestance Health Group
(LFST)
|
1.9 |
$4.2M |
|
642k |
6.62 |
Ishares Tr Core Msci Intl
(IDEV)
|
1.7 |
$3.8M |
|
79k |
48.31 |
Microsoft Corporation
(MSFT)
|
1.6 |
$3.6M |
|
16k |
232.92 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
1.4 |
$3.2M |
|
40k |
80.18 |
Johnson & Johnson
(JNJ)
|
1.3 |
$3.0M |
|
19k |
163.35 |
Nextera Energy
(NEE)
|
1.1 |
$2.5M |
|
32k |
78.40 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.0 |
$2.4M |
|
34k |
71.32 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.9 |
$2.1M |
|
6.4k |
328.27 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.9 |
$2.0M |
|
26k |
78.89 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.8 |
$1.9M |
|
5.2k |
358.74 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.8 |
$1.8M |
|
22k |
79.54 |
Amazon
(AMZN)
|
0.7 |
$1.6M |
|
14k |
113.00 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.7 |
$1.5M |
|
32k |
46.52 |
Ishares Core Msci Emkt
(IEMG)
|
0.7 |
$1.5M |
|
35k |
42.97 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.6 |
$1.4M |
|
30k |
48.11 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.6 |
$1.4M |
|
8.6k |
162.55 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.6 |
$1.4M |
|
30k |
46.45 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$1.2M |
|
3.4k |
357.08 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$1.0M |
|
9.8k |
104.52 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.4 |
$1.0M |
|
52k |
19.76 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.4 |
$908k |
|
6.3k |
143.38 |
Brookfield Asset Mgmt Cl A Ltd Vt Sh
|
0.4 |
$854k |
|
21k |
40.91 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.3 |
$800k |
|
21k |
38.97 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.3 |
$787k |
|
14k |
55.99 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.3 |
$784k |
|
3.7k |
210.53 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$778k |
|
2.9k |
267.17 |
Home Depot
(HD)
|
0.3 |
$760k |
|
2.8k |
275.86 |
UnitedHealth
(UNH)
|
0.3 |
$730k |
|
1.4k |
504.84 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.3 |
$723k |
|
9.3k |
77.84 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.3 |
$723k |
|
5.3k |
135.19 |
Tesla Motors
(TSLA)
|
0.3 |
$720k |
|
2.7k |
265.29 |
Walt Disney Company
(DIS)
|
0.3 |
$673k |
|
7.1k |
94.30 |
Amgen
(AMGN)
|
0.3 |
$598k |
|
2.7k |
225.58 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$593k |
|
6.2k |
95.69 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$590k |
|
6.1k |
96.19 |
W.W. Grainger
(GWW)
|
0.3 |
$585k |
|
1.2k |
489.13 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.2 |
$559k |
|
4.1k |
135.91 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$526k |
|
1.1k |
472.60 |
Ishares Tr Short Treas Bd
(SHV)
|
0.2 |
$521k |
|
4.7k |
110.03 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$490k |
|
2.2k |
219.14 |
Rlj Lodging Trust
(RLJ)
|
0.2 |
$480k |
|
47k |
10.13 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$446k |
|
1.6k |
284.26 |
Visa Com Cl A
(V)
|
0.2 |
$437k |
|
2.5k |
177.64 |
Dimensional Etf Trust Internatnal Val
(DFIV)
|
0.2 |
$426k |
|
17k |
25.79 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.2 |
$420k |
|
2.0k |
214.07 |
Automatic Data Processing
(ADP)
|
0.2 |
$417k |
|
1.8k |
226.38 |
Bank of America Corporation
(BAC)
|
0.2 |
$414k |
|
14k |
30.19 |
Merck & Co
(MRK)
|
0.2 |
$413k |
|
4.8k |
86.15 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$405k |
|
4.6k |
87.25 |
Procter & Gamble Company
(PG)
|
0.2 |
$375k |
|
3.0k |
126.39 |
Oge Energy Corp
(OGE)
|
0.2 |
$374k |
|
10k |
36.42 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.2 |
$362k |
|
9.4k |
38.58 |
At&t
(T)
|
0.2 |
$349k |
|
23k |
15.32 |
Netflix
(NFLX)
|
0.1 |
$327k |
|
1.4k |
235.08 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$327k |
|
1.0k |
323.44 |
Abbvie
(ABBV)
|
0.1 |
$325k |
|
2.4k |
134.19 |
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.1 |
$322k |
|
2.5k |
131.11 |
Eversource Energy
(ES)
|
0.1 |
$320k |
|
4.1k |
77.95 |
Ishares Tr Core Intl Aggr
(IAGG)
|
0.1 |
$319k |
|
6.6k |
48.26 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.1 |
$308k |
|
1.6k |
195.31 |
Qualcomm
(QCOM)
|
0.1 |
$306k |
|
2.7k |
112.92 |
McDonald's Corporation
(MCD)
|
0.1 |
$303k |
|
1.3k |
230.42 |
Meta Platforms Cl A
(META)
|
0.1 |
$284k |
|
2.1k |
135.63 |
Consolidated Edison
(ED)
|
0.1 |
$283k |
|
3.3k |
85.76 |
Abbott Laboratories
(ABT)
|
0.1 |
$280k |
|
2.9k |
96.72 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$275k |
|
1.0k |
275.00 |
International Business Machines
(IBM)
|
0.1 |
$265k |
|
2.2k |
118.94 |
Selective Insurance
(SIGI)
|
0.1 |
$264k |
|
3.2k |
81.46 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$256k |
|
504.00 |
507.94 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.1 |
$256k |
|
4.1k |
62.99 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.1 |
$254k |
|
5.3k |
47.74 |
Wal-Mart Stores
(WMT)
|
0.1 |
$240k |
|
1.8k |
129.87 |
NVIDIA Corporation
(NVDA)
|
0.1 |
$239k |
|
2.0k |
121.20 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$231k |
|
1.5k |
155.03 |
Danaher Corporation
(DHR)
|
0.1 |
$231k |
|
894.00 |
258.39 |
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.1 |
$230k |
|
5.3k |
43.45 |
Cisco Systems
(CSCO)
|
0.1 |
$227k |
|
5.7k |
40.00 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.1 |
$224k |
|
3.0k |
74.82 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$221k |
|
7.6k |
29.27 |
American Express Company
(AXP)
|
0.1 |
$220k |
|
1.6k |
135.05 |
NiSource
(NI)
|
0.1 |
$207k |
|
8.2k |
25.15 |
Northrop Grumman Corporation
(NOC)
|
0.1 |
$202k |
|
429.00 |
470.86 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.1 |
$154k |
|
14k |
11.04 |
Telos Corp Md
(TLS)
|
0.1 |
$133k |
|
15k |
8.87 |