Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
20.7 |
$25M |
|
73k |
346.88 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
14.1 |
$17M |
|
291k |
58.86 |
Vanguard Tax-managed Intl Van Ftse Dev Mkt
(VEA)
|
8.5 |
$10M |
|
253k |
40.80 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
8.3 |
$10M |
|
77k |
131.10 |
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
5.2 |
$6.4M |
|
104k |
61.16 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
4.1 |
$5.0M |
|
27k |
188.63 |
Vanguard Index Fds Large Cap Etf
(VV)
|
3.5 |
$4.3M |
|
25k |
172.35 |
Ishares Tr Short Treas Bd
(SHV)
|
3.3 |
$4.0M |
|
37k |
110.10 |
Assurant
(AIZ)
|
2.6 |
$3.2M |
|
18k |
172.83 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
2.3 |
$2.8M |
|
55k |
50.13 |
Apple
(AAPL)
|
1.9 |
$2.4M |
|
17k |
136.72 |
Microsoft Corporation
(MSFT)
|
1.9 |
$2.3M |
|
8.9k |
256.79 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.9 |
$2.3M |
|
55k |
41.64 |
Vanguard Index Fds Value Etf
(VTV)
|
1.8 |
$2.3M |
|
17k |
131.90 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.8 |
$2.1M |
|
14k |
149.85 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
1.7 |
$2.0M |
|
9.3k |
218.71 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.4 |
$1.7M |
|
33k |
49.93 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
1.3 |
$1.6M |
|
31k |
51.60 |
Meta Platforms Cl A
(META)
|
1.2 |
$1.5M |
|
9.3k |
161.25 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
1.2 |
$1.4M |
|
14k |
104.68 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.1 |
$1.3M |
|
17k |
75.27 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.9 |
$1.1M |
|
7.5k |
144.93 |
Amazon
(AMZN)
|
0.8 |
$972k |
|
9.2k |
106.22 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.7 |
$845k |
|
2.2k |
377.23 |
Abbvie
(ABBV)
|
0.7 |
$830k |
|
5.4k |
153.14 |
Ea Series Trust Freedom 100 Em
(FRDM)
|
0.6 |
$720k |
|
26k |
27.56 |
Honeywell International
(HON)
|
0.6 |
$706k |
|
4.1k |
173.76 |
First Ctzns Bancshares Inc N Cl A
(FCNCA)
|
0.5 |
$640k |
|
979.00 |
653.73 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$507k |
|
2.6k |
196.89 |
Abbott Laboratories
(ABT)
|
0.3 |
$422k |
|
3.9k |
108.68 |
Tesla Motors
(TSLA)
|
0.3 |
$415k |
|
617.00 |
672.61 |
Nextera Energy
(NEE)
|
0.3 |
$379k |
|
4.9k |
77.55 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$375k |
|
1.4k |
272.73 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$352k |
|
929.00 |
378.90 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$325k |
|
1.8k |
176.15 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$325k |
|
149.00 |
2181.21 |
Cisco Systems
(CSCO)
|
0.3 |
$318k |
|
7.5k |
42.63 |
UnitedHealth
(UNH)
|
0.3 |
$308k |
|
599.00 |
514.19 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$301k |
|
2.7k |
112.57 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.2 |
$294k |
|
3.3k |
88.98 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$292k |
|
6.5k |
44.71 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.2 |
$278k |
|
2.7k |
101.79 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$268k |
|
955.00 |
280.63 |
Home Depot
(HD)
|
0.2 |
$263k |
|
958.00 |
274.53 |
Brookline Ban
(BRKL)
|
0.2 |
$245k |
|
18k |
13.29 |
Wisdomtree Tr Itl Hdg Qtly Div
(IHDG)
|
0.2 |
$243k |
|
6.5k |
37.40 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$238k |
|
2.0k |
118.53 |
Shockwave Med
(SWAV)
|
0.2 |
$215k |
|
1.1k |
191.11 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.2 |
$215k |
|
6.8k |
31.44 |
Cerus Corporation
(CERS)
|
0.1 |
$116k |
|
22k |
5.27 |
Gogoro *w Exp 04/04/202
(GGROW)
|
0.0 |
$28k |
|
20k |
1.38 |