Vanguard Index Fds Total Stk Mkt
(VTI)
|
16.1 |
$95M |
|
364k |
259.90 |
Ishares Tr Core Msci Eafe
(IEFA)
|
6.4 |
$37M |
|
503k |
74.22 |
Ea Series Trust Intl Quan Value
(IVAL)
|
5.2 |
$31M |
|
1.1M |
26.98 |
Spdr Ser Tr Nuveen Bloomberg
(HYMB)
|
4.1 |
$24M |
|
928k |
25.69 |
RBB Us Treas 3 Mnth
(TBIL)
|
3.8 |
$22M |
|
447k |
50.03 |
Ea Series Trust Us Quan Momentum
(QMOM)
|
3.6 |
$21M |
|
363k |
59.11 |
Cambria Etf Tr Shshld Yield Etf
(SYLD)
|
3.4 |
$20M |
|
270k |
73.27 |
Ea Series Trust Sparkline Intang
(ITAN)
|
3.3 |
$19M |
|
662k |
29.00 |
Spdr Ser Tr Nuveen Blmbrg Mu
(TFI)
|
2.8 |
$16M |
|
352k |
46.48 |
Wisdomtree Tr Us Largecap Divd
(DLN)
|
2.7 |
$16M |
|
218k |
72.19 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
2.5 |
$15M |
|
372k |
39.02 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
2.2 |
$13M |
|
282k |
46.00 |
Ishares Tr National Mun Etf
(MUB)
|
2.1 |
$12M |
|
115k |
107.60 |
Wisdomtree Tr Intl Qulty Div
(IQDG)
|
2.1 |
$12M |
|
319k |
38.06 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
1.9 |
$11M |
|
119k |
92.72 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
1.9 |
$11M |
|
176k |
62.06 |
Apple
(AAPL)
|
1.8 |
$11M |
|
61k |
171.48 |
Microsoft Corporation
(MSFT)
|
1.7 |
$9.9M |
|
24k |
420.72 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.7 |
$9.9M |
|
19k |
525.72 |
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
1.5 |
$9.0M |
|
96k |
93.71 |
Vaneck Etf Trust High Yld Munietf
(HYD)
|
1.5 |
$8.9M |
|
170k |
52.26 |
Amazon
(AMZN)
|
1.3 |
$7.5M |
|
42k |
180.38 |
NVIDIA Corporation
(NVDA)
|
1.2 |
$7.0M |
|
7.8k |
903.55 |
Amgen
(AMGN)
|
0.8 |
$4.9M |
|
17k |
284.32 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.8 |
$4.8M |
|
47k |
103.79 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.8 |
$4.7M |
|
14k |
344.20 |
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp
(PHB)
|
0.8 |
$4.4M |
|
243k |
18.13 |
Meta Platforms Cl A
(META)
|
0.7 |
$4.1M |
|
8.5k |
485.58 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.6 |
$3.7M |
|
61k |
60.30 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.6 |
$3.3M |
|
40k |
81.43 |
UnitedHealth
(UNH)
|
0.6 |
$3.3M |
|
6.6k |
494.66 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.6 |
$3.2M |
|
6.2k |
523.05 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.5 |
$3.1M |
|
63k |
50.17 |
Visa Com Cl A
(V)
|
0.5 |
$3.0M |
|
11k |
279.08 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.5 |
$2.9M |
|
12k |
249.85 |
Ishares Tr Core Msci Total
(IXUS)
|
0.4 |
$2.5M |
|
38k |
67.86 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.4 |
$2.5M |
|
50k |
49.24 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$2.5M |
|
23k |
110.52 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.4 |
$2.5M |
|
5.9k |
420.50 |
Colgate-Palmolive Company
(CL)
|
0.4 |
$2.4M |
|
27k |
90.05 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.4 |
$2.4M |
|
7.1k |
337.05 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.4 |
$2.3M |
|
11k |
210.30 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$2.3M |
|
11k |
200.29 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$2.3M |
|
9.9k |
228.60 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.4 |
$2.2M |
|
4.0k |
556.40 |
Mastercard Incorporated Cl A
(MA)
|
0.4 |
$2.2M |
|
4.6k |
481.58 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.4 |
$2.2M |
|
5.0k |
444.03 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$2.2M |
|
15k |
150.93 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.4 |
$2.2M |
|
27k |
80.63 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.4 |
$2.2M |
|
36k |
60.74 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.3 |
$2.0M |
|
4.3k |
480.67 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$1.6M |
|
10k |
152.26 |
Nushares Etf Tr Nuveen Esg Lrgcp
(NULG)
|
0.3 |
$1.5M |
|
20k |
76.28 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.3 |
$1.5M |
|
27k |
54.40 |
Shopify Cl A
(SHOP)
|
0.2 |
$1.4M |
|
19k |
77.17 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
0.2 |
$1.4M |
|
14k |
100.81 |
Advanced Micro Devices
(AMD)
|
0.2 |
$1.3M |
|
7.3k |
180.50 |
Dimensional Etf Trust International
(DFSI)
|
0.2 |
$1.3M |
|
38k |
33.67 |
Spdr Ser Tr Portfolio S&p400
(SPMD)
|
0.2 |
$1.3M |
|
24k |
53.34 |
Uber Technologies
(UBER)
|
0.2 |
$1.2M |
|
15k |
76.99 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.2 |
$1.1M |
|
7.3k |
155.92 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$1.1M |
|
1.4k |
777.96 |
Johnson & Johnson
(JNJ)
|
0.2 |
$1.1M |
|
6.7k |
158.20 |
Procter & Gamble Company
(PG)
|
0.2 |
$1.1M |
|
6.5k |
162.24 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$1.0M |
|
20k |
50.60 |
Ishares Tr New York Mun Etf
(NYF)
|
0.2 |
$1.0M |
|
19k |
53.81 |
Home Depot
(HD)
|
0.2 |
$989k |
|
2.6k |
383.60 |
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
0.2 |
$972k |
|
25k |
38.86 |
Broadcom
(AVGO)
|
0.2 |
$961k |
|
725.00 |
1325.56 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.1 |
$842k |
|
7.4k |
114.14 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.1 |
$825k |
|
7.9k |
104.73 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.1 |
$820k |
|
20k |
41.59 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$812k |
|
7.0k |
116.24 |
Tesla Motors
(TSLA)
|
0.1 |
$807k |
|
4.6k |
175.80 |
Servicenow Call Option
(NOW)
|
0.1 |
$801k |
|
1.1k |
762.40 |
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.1 |
$792k |
|
6.3k |
125.33 |
Micron Technology
(MU)
|
0.1 |
$776k |
|
6.6k |
117.89 |
Nushares Etf Tr Nuveen Esg Midcp
(NUMG)
|
0.1 |
$775k |
|
17k |
44.48 |
American Centy Etf Tr Avantis Responsi
(AVSD)
|
0.1 |
$742k |
|
13k |
56.93 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$730k |
|
996.00 |
732.63 |
RBB Us Trsry 6 Mnth
(XBIL)
|
0.1 |
$724k |
|
15k |
50.11 |
Ishares Tr Esg Eafe Etf
(DMXF)
|
0.1 |
$724k |
|
11k |
68.13 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$703k |
|
1.4k |
504.60 |
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$687k |
|
5.2k |
131.37 |
Dimensional Etf Trust Us Small Cap Val
(DFSV)
|
0.1 |
$673k |
|
22k |
30.10 |
Nushares Etf Tr Nuveen Esg Midvl
(NUMV)
|
0.1 |
$673k |
|
20k |
34.20 |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb
(BSCO)
|
0.1 |
$650k |
|
31k |
20.97 |
Walt Disney Company Call Option
(DIS)
|
0.1 |
$631k |
|
5.2k |
122.36 |
Oracle Corporation
(ORCL)
|
0.1 |
$630k |
|
5.0k |
125.61 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.1 |
$627k |
|
2.7k |
235.79 |
Merck & Co
(MRK)
|
0.1 |
$625k |
|
4.7k |
131.95 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$598k |
|
3.3k |
182.60 |
Netflix
(NFLX)
|
0.1 |
$572k |
|
942.00 |
607.12 |
salesforce
(CRM)
|
0.1 |
$572k |
|
1.9k |
301.18 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.1 |
$570k |
|
7.5k |
75.98 |
Abbvie
(ABBV)
|
0.1 |
$561k |
|
3.1k |
182.10 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.1 |
$555k |
|
14k |
41.08 |
McDonald's Corporation
(MCD)
|
0.1 |
$535k |
|
1.9k |
281.95 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.1 |
$520k |
|
5.3k |
97.95 |
Airbnb Com Cl A
(ABNB)
|
0.1 |
$515k |
|
3.1k |
164.96 |
Chevron Corporation
(CVX)
|
0.1 |
$505k |
|
3.2k |
157.73 |
Wal-Mart Stores
(WMT)
|
0.1 |
$500k |
|
8.3k |
60.17 |
Pfizer
(PFE)
|
0.1 |
$498k |
|
18k |
27.75 |
Air Products & Chemicals
(APD)
|
0.1 |
$494k |
|
2.0k |
242.27 |
Bank of America Corporation
(BAC)
|
0.1 |
$489k |
|
13k |
37.92 |
CSX Corporation
(CSX)
|
0.1 |
$477k |
|
13k |
37.07 |
Coca-Cola Company
(KO)
|
0.1 |
$471k |
|
7.7k |
61.18 |
Intuitive Surgical Com New
(ISRG)
|
0.1 |
$460k |
|
1.2k |
399.09 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$442k |
|
7.2k |
61.05 |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb
(BSCP)
|
0.1 |
$439k |
|
22k |
20.43 |
Ishares Tr Rus Tp200 Gr Etf
(IWY)
|
0.1 |
$415k |
|
2.1k |
195.10 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$412k |
|
9.5k |
43.35 |
Waste Management
(WM)
|
0.1 |
$397k |
|
1.9k |
213.16 |
Intel Corporation
(INTC)
|
0.1 |
$395k |
|
9.0k |
44.17 |
Qualcomm
(QCOM)
|
0.1 |
$390k |
|
2.3k |
169.31 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$375k |
|
2.9k |
131.24 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.1 |
$359k |
|
12k |
29.46 |
Pepsi
(PEP)
|
0.1 |
$355k |
|
2.0k |
175.05 |
Ishares Tr Core S&p Us Gwt
(IUSG)
|
0.1 |
$350k |
|
3.0k |
117.23 |
Schwab Strategic Tr Schwb Fdt Emk Lg
(FNDE)
|
0.1 |
$346k |
|
13k |
27.76 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.1 |
$334k |
|
800.00 |
417.90 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.1 |
$332k |
|
1.1k |
300.08 |
Linde SHS
(LIN)
|
0.1 |
$322k |
|
693.00 |
464.32 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.1 |
$320k |
|
4.0k |
79.90 |
Duke Energy Corp Com New
(DUK)
|
0.1 |
$316k |
|
3.3k |
96.71 |
International Business Machines
(IBM)
|
0.1 |
$315k |
|
1.6k |
190.93 |
Dex
(DXCM)
|
0.1 |
$307k |
|
2.2k |
138.70 |
Chipotle Mexican Grill
(CMG)
|
0.1 |
$299k |
|
103.00 |
2906.77 |
Consolidated Edison
(ED)
|
0.1 |
$299k |
|
3.3k |
90.81 |
Goldman Sachs
(GS)
|
0.1 |
$299k |
|
715.00 |
417.70 |
American Express Company
(AXP)
|
0.1 |
$297k |
|
1.3k |
227.69 |
General Electric Com New
(GE)
|
0.1 |
$295k |
|
1.7k |
175.53 |
Honeywell International
(HON)
|
0.1 |
$295k |
|
1.4k |
205.26 |
Cisco Systems
(CSCO)
|
0.0 |
$294k |
|
5.9k |
49.91 |
Kenvue
(KVUE)
|
0.0 |
$293k |
|
14k |
21.46 |
Verizon Communications
(VZ)
|
0.0 |
$286k |
|
6.8k |
41.96 |
Nextera Energy
(NEE)
|
0.0 |
$283k |
|
4.4k |
63.91 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.0 |
$281k |
|
977.00 |
288.03 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.0 |
$277k |
|
5.6k |
49.19 |
RBB Us Treasy 2 Yr
(UTWO)
|
0.0 |
$274k |
|
5.7k |
48.09 |
RBB Us Treas 3 Yr Nt
(UTRE)
|
0.0 |
$274k |
|
5.6k |
48.98 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.0 |
$272k |
|
2.2k |
120.99 |
Raymond James Financial
(RJF)
|
0.0 |
$271k |
|
2.1k |
128.42 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.0 |
$266k |
|
2.0k |
135.06 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.0 |
$265k |
|
763.00 |
346.61 |
Gilead Sciences
(GILD)
|
0.0 |
$257k |
|
3.5k |
73.24 |
Eaton Corp SHS
(ETN)
|
0.0 |
$255k |
|
815.00 |
312.68 |
Thermo Fisher Scientific
(TMO)
|
0.0 |
$251k |
|
433.00 |
580.57 |
Intuit
(INTU)
|
0.0 |
$249k |
|
383.00 |
650.00 |
Caterpillar
(CAT)
|
0.0 |
$249k |
|
678.00 |
366.61 |
General Dynamics Corporation
(GD)
|
0.0 |
$248k |
|
878.00 |
282.49 |
Select Sector Spdr Tr Energy
(XLE)
|
0.0 |
$247k |
|
2.6k |
94.42 |
Union Pacific Corporation
(UNP)
|
0.0 |
$246k |
|
1.0k |
245.94 |
Paypal Holdings Put Option
(PYPL)
|
0.0 |
$245k |
|
3.7k |
66.99 |
Veeva Sys Cl A Com
(VEEV)
|
0.0 |
$245k |
|
1.1k |
231.69 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$244k |
|
2.5k |
97.53 |
CVS Caremark Corporation
(CVS)
|
0.0 |
$242k |
|
3.0k |
79.76 |
Vanguard Index Fds Value Etf
(VTV)
|
0.0 |
$241k |
|
1.5k |
162.86 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.0 |
$234k |
|
589.00 |
397.56 |
Rockwell Automation
(ROK)
|
0.0 |
$233k |
|
798.00 |
291.33 |
Emerson Electric
(EMR)
|
0.0 |
$232k |
|
2.0k |
113.42 |
Wells Fargo & Company
(WFC)
|
0.0 |
$229k |
|
3.9k |
57.96 |
Boeing Company
(BA)
|
0.0 |
$228k |
|
1.2k |
193.05 |
Abbott Laboratories
(ABT)
|
0.0 |
$222k |
|
2.0k |
113.66 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.0 |
$221k |
|
2.4k |
91.25 |
Tractor Supply Company
(TSCO)
|
0.0 |
$219k |
|
835.00 |
261.72 |
Select Sector Spdr Tr Technology
(XLK)
|
0.0 |
$217k |
|
1.0k |
208.27 |
Zoetis Cl A
(ZTS)
|
0.0 |
$217k |
|
1.3k |
169.21 |
Alps Etf Tr Equal Sec Etf
(EQL)
|
0.0 |
$216k |
|
1.8k |
117.99 |
Lowe's Companies
(LOW)
|
0.0 |
$214k |
|
839.00 |
254.73 |
RBB Us Treas 5 Yr Nt
(UFIV)
|
0.0 |
$214k |
|
4.4k |
48.50 |
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.0 |
$213k |
|
1.8k |
118.29 |
Novanta
(NOVT)
|
0.0 |
$213k |
|
1.2k |
174.77 |
Zebra Technologies Corporati Cl A
(ZBRA)
|
0.0 |
$212k |
|
703.00 |
301.44 |
Prologis
(PLD)
|
0.0 |
$212k |
|
1.6k |
130.22 |
Analog Devices
(ADI)
|
0.0 |
$211k |
|
1.1k |
197.79 |
Applied Materials
(AMAT)
|
0.0 |
$208k |
|
1.0k |
206.23 |
Lennar Corp Cl A
(LEN)
|
0.0 |
$208k |
|
1.2k |
171.98 |
Amphenol Corp Cl A
(APH)
|
0.0 |
$208k |
|
1.8k |
115.35 |
At&t
(T)
|
0.0 |
$205k |
|
12k |
17.60 |
Ameriprise Financial
(AMP)
|
0.0 |
$204k |
|
465.00 |
438.44 |