Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
12.6 |
$14M |
|
40k |
346.87 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
10.4 |
$11M |
|
149k |
76.79 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
8.0 |
$8.8M |
|
45k |
196.96 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
7.1 |
$7.8M |
|
55k |
143.48 |
Vanguard Index Fds Small Cp Etf
(VB)
|
6.3 |
$6.9M |
|
39k |
176.12 |
Vanguard Tax-managed Intl Van Ftse Dev Mkt
(VEA)
|
4.7 |
$5.2M |
|
128k |
40.80 |
Morgan Stanley Com New
(MS)
|
4.3 |
$4.8M |
|
63k |
76.07 |
Apple
(AAPL)
|
4.1 |
$4.5M |
|
33k |
136.73 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
3.2 |
$3.6M |
|
13k |
280.26 |
Microsoft Corporation
(MSFT)
|
2.5 |
$2.7M |
|
11k |
256.86 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.9 |
$2.1M |
|
5.7k |
377.23 |
Ishares Tr Short Treas Bd
(SHV)
|
1.9 |
$2.1M |
|
19k |
110.10 |
EXACT Sciences Corporation
(EXAS)
|
1.5 |
$1.7M |
|
42k |
39.39 |
Amgen
(AMGN)
|
1.3 |
$1.5M |
|
6.1k |
243.32 |
Danaher Corporation
(DHR)
|
1.3 |
$1.4M |
|
5.5k |
253.45 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.3 |
$1.4M |
|
5.1k |
272.92 |
Ishares Tr Core Msci Eafe
(IEFA)
|
1.2 |
$1.4M |
|
23k |
58.87 |
Ishares Tr Blackrock Ultra
(ICSH)
|
1.2 |
$1.3M |
|
27k |
50.05 |
Amazon
(AMZN)
|
1.2 |
$1.3M |
|
12k |
106.19 |
Colgate-Palmolive Company
(CL)
|
1.1 |
$1.2M |
|
15k |
80.17 |
Coca-Cola Company
(KO)
|
1.0 |
$1.1M |
|
18k |
62.89 |
Exxon Mobil Corporation
(XOM)
|
1.0 |
$1.1M |
|
13k |
85.61 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.9 |
$1.0M |
|
478.00 |
2179.92 |
Mondelez Intl Cl A
(MDLZ)
|
0.9 |
$983k |
|
16k |
62.09 |
Honeywell International
(HON)
|
0.8 |
$873k |
|
5.0k |
173.73 |
Diageo Spon Adr New
(DEO)
|
0.8 |
$861k |
|
4.9k |
174.12 |
Blackstone Group Inc Com Cl A
(BX)
|
0.8 |
$835k |
|
9.2k |
91.22 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.8 |
$833k |
|
7.0k |
118.68 |
Unilever Spon Adr New
(UL)
|
0.7 |
$812k |
|
18k |
45.84 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.6 |
$680k |
|
1.8k |
379.25 |
Ameriprise Financial
(AMP)
|
0.6 |
$679k |
|
2.9k |
237.66 |
Johnson & Johnson
(JNJ)
|
0.6 |
$647k |
|
3.6k |
177.60 |
Procter & Gamble Company
(PG)
|
0.6 |
$628k |
|
4.4k |
143.81 |
Illinois Tool Works
(ITW)
|
0.6 |
$626k |
|
3.4k |
182.24 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.5 |
$601k |
|
3.6k |
168.49 |
Pfizer
(PFE)
|
0.5 |
$598k |
|
11k |
52.41 |
Eli Lilly & Co.
(LLY)
|
0.5 |
$540k |
|
1.7k |
324.32 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.5 |
$519k |
|
2.8k |
188.45 |
Meta Platforms Cl A
(META)
|
0.5 |
$506k |
|
3.1k |
161.40 |
Spdr Ser Tr S&p 600 Sml Cap
|
0.5 |
$503k |
|
6.3k |
80.13 |
Spdr Ser Tr S&P 600 SMCP GRW
(SLYG)
|
0.4 |
$495k |
|
7.0k |
70.50 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.4 |
$469k |
|
6.2k |
76.24 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$466k |
|
4.1k |
112.56 |
Chubb
(CB)
|
0.4 |
$442k |
|
2.3k |
196.44 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.4 |
$437k |
|
8.7k |
49.98 |
Wisdomtree Tr Us Total Dividnd
(DTD)
|
0.4 |
$426k |
|
7.4k |
57.95 |
Qualcomm
(QCOM)
|
0.4 |
$397k |
|
3.1k |
127.73 |
Advanced Micro Devices
(AMD)
|
0.3 |
$363k |
|
4.7k |
76.57 |
Ishares Msci Gbl Gold Mn
(RING)
|
0.3 |
$359k |
|
17k |
21.76 |
Constellation Brands Cl A
(STZ)
|
0.3 |
$350k |
|
1.5k |
233.33 |
Eaton Vance Senior Floating Rate Fund
(EFR)
|
0.3 |
$318k |
|
26k |
12.28 |
Vanguard Index Fds Value Etf
(VTV)
|
0.3 |
$298k |
|
2.3k |
131.92 |
Bristol Myers Squibb
(BMY)
|
0.3 |
$298k |
|
3.9k |
76.90 |
UnitedHealth
(UNH)
|
0.3 |
$284k |
|
554.00 |
512.64 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.3 |
$284k |
|
2.8k |
101.76 |
Palantir Technologies Cl A
(PLTR)
|
0.3 |
$282k |
|
31k |
9.08 |
Abbvie
(ABBV)
|
0.2 |
$264k |
|
1.7k |
153.40 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$245k |
|
112.00 |
2187.50 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$242k |
|
662.00 |
365.56 |
Zoetis Cl A
(ZTS)
|
0.2 |
$238k |
|
1.4k |
171.59 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.2 |
$233k |
|
1.1k |
218.37 |
Servicenow
(NOW)
|
0.2 |
$230k |
|
484.00 |
475.21 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$229k |
|
2.4k |
96.06 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.2 |
$227k |
|
2.5k |
92.24 |
Merck & Co
(MRK)
|
0.2 |
$224k |
|
2.5k |
91.06 |
Caterpillar
(CAT)
|
0.2 |
$220k |
|
1.2k |
178.43 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$217k |
|
957.00 |
226.75 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.2 |
$216k |
|
3.4k |
63.60 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.2 |
$211k |
|
3.0k |
70.33 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$210k |
|
439.00 |
478.36 |
Ishares Tr Select Divid Etf
(DVY)
|
0.2 |
$207k |
|
1.8k |
117.68 |
Invesco Exchange Traded Fd T Dynmc Software
(IGPT)
|
0.2 |
$200k |
|
2.2k |
90.74 |
Sqz Biotech
(SQZB)
|
0.1 |
$164k |
|
52k |
3.17 |
Eaton Vance Limited Duration Income Fund
(EVV)
|
0.1 |
$153k |
|
15k |
10.34 |
Semrush Hldgs Cl A Com
(SEMR)
|
0.1 |
$129k |
|
10k |
12.90 |
Scpharmaceuticals
(SCPH)
|
0.0 |
$51k |
|
11k |
4.82 |