Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
13.8 |
$15M |
|
47k |
328.29 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
10.8 |
$12M |
|
160k |
74.82 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
8.3 |
$9.2M |
|
49k |
187.98 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
7.2 |
$8.0M |
|
59k |
135.16 |
Vanguard Index Fds Small Cp Etf
(VB)
|
6.6 |
$7.3M |
|
43k |
170.92 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
4.5 |
$5.0M |
|
138k |
36.36 |
Morgan Stanley Com New
(MS)
|
4.5 |
$5.0M |
|
63k |
79.01 |
Apple
(AAPL)
|
4.1 |
$4.6M |
|
33k |
138.21 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
3.1 |
$3.4M |
|
13k |
267.30 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
2.2 |
$2.5M |
|
9.3k |
266.99 |
Microsoft Corporation
(MSFT)
|
2.2 |
$2.5M |
|
11k |
232.89 |
Ishares Tr Short Treas Bd
(SHV)
|
2.0 |
$2.2M |
|
20k |
110.00 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.9 |
$2.1M |
|
5.8k |
357.23 |
Danaher Corporation
(DHR)
|
1.3 |
$1.4M |
|
5.5k |
258.30 |
Amazon
(AMZN)
|
1.3 |
$1.4M |
|
13k |
113.02 |
Ishares Tr Blackrock Ultra
(ICSH)
|
1.3 |
$1.4M |
|
28k |
50.01 |
Amgen
(AMGN)
|
1.2 |
$1.4M |
|
6.1k |
225.33 |
EXACT Sciences Corporation
(EXAS)
|
1.2 |
$1.4M |
|
42k |
32.49 |
Colgate-Palmolive Company
(CL)
|
1.0 |
$1.1M |
|
15k |
70.28 |
Coca-Cola Company
(KO)
|
0.9 |
$1.0M |
|
18k |
56.00 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.8 |
$939k |
|
18k |
52.69 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.8 |
$930k |
|
9.7k |
95.68 |
Mondelez Intl Cl A
(MDLZ)
|
0.8 |
$868k |
|
16k |
54.83 |
Diageo Spon Adr New
(DEO)
|
0.8 |
$842k |
|
5.0k |
169.76 |
Honeywell International
(HON)
|
0.8 |
$839k |
|
5.0k |
166.93 |
Blackstone Group Inc Com Cl A
(BX)
|
0.7 |
$822k |
|
9.8k |
83.72 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.7 |
$819k |
|
2.3k |
358.74 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.7 |
$781k |
|
7.0k |
111.49 |
Unilever Spon Adr New
(UL)
|
0.7 |
$777k |
|
18k |
43.84 |
Ameriprise Financial
(AMP)
|
0.7 |
$732k |
|
2.9k |
252.07 |
Illinois Tool Works
(ITW)
|
0.6 |
$621k |
|
3.4k |
180.52 |
Johnson & Johnson
(JNJ)
|
0.5 |
$605k |
|
3.7k |
163.38 |
Procter & Gamble Company
(PG)
|
0.5 |
$544k |
|
4.3k |
126.28 |
Eli Lilly & Co.
(LLY)
|
0.5 |
$538k |
|
1.7k |
323.12 |
Pfizer
(PFE)
|
0.5 |
$508k |
|
12k |
43.79 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.5 |
$502k |
|
2.8k |
179.48 |
Spdr Ser Tr S&p 600 Sml Cap
|
0.4 |
$478k |
|
6.3k |
75.74 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.4 |
$477k |
|
6.4k |
74.24 |
Spdr Ser Tr S&P 600 SMCP GRW
(SLYG)
|
0.4 |
$476k |
|
7.0k |
68.15 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$458k |
|
4.4k |
104.61 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.4 |
$454k |
|
2.1k |
219.43 |
Meta Platforms Cl A
(META)
|
0.4 |
$442k |
|
3.3k |
135.79 |
Chubb
(CB)
|
0.4 |
$409k |
|
2.3k |
181.78 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.4 |
$402k |
|
2.6k |
154.67 |
Wisdomtree Tr Us Total Dividnd
(DTD)
|
0.4 |
$402k |
|
7.4k |
54.29 |
Constellation Brands Cl A
(STZ)
|
0.3 |
$355k |
|
1.5k |
229.77 |
Qualcomm
(QCOM)
|
0.3 |
$351k |
|
3.1k |
112.93 |
Raytheon Technologies Corp
(RTX)
|
0.3 |
$337k |
|
4.1k |
81.78 |
Vanguard Index Fds Value Etf
(VTV)
|
0.3 |
$330k |
|
2.7k |
123.32 |
Ishares Msci Gbl Gold Mn
(RING)
|
0.3 |
$310k |
|
17k |
18.79 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.3 |
$307k |
|
5.5k |
56.06 |
Advanced Micro Devices
(AMD)
|
0.3 |
$300k |
|
4.7k |
63.28 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$299k |
|
3.4k |
87.32 |
Eaton Vance Senior Floating Rate Fund
(EFR)
|
0.3 |
$288k |
|
26k |
11.12 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.3 |
$283k |
|
6.4k |
44.36 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$276k |
|
584.00 |
472.60 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$275k |
|
3.9k |
70.97 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.2 |
$265k |
|
2.8k |
94.91 |
Palantir Technologies Cl A
(PLTR)
|
0.2 |
$253k |
|
31k |
8.14 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.2 |
$252k |
|
5.0k |
50.08 |
UnitedHealth
(UNH)
|
0.2 |
$252k |
|
499.00 |
505.01 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.2 |
$252k |
|
2.9k |
87.08 |
Abbvie
(ABBV)
|
0.2 |
$231k |
|
1.7k |
134.22 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.2 |
$225k |
|
1.1k |
210.67 |
Merck & Co
(MRK)
|
0.2 |
$222k |
|
2.6k |
86.21 |
Netflix
(NFLX)
|
0.2 |
$217k |
|
921.00 |
235.61 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$215k |
|
2.2k |
95.98 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.2 |
$214k |
|
3.4k |
62.98 |
Zoetis Cl A
(ZTS)
|
0.2 |
$206k |
|
1.4k |
148.52 |
Caterpillar
(CAT)
|
0.2 |
$203k |
|
1.2k |
164.37 |
Select Sector Spdr Tr Energy
(XLE)
|
0.2 |
$203k |
|
2.8k |
72.19 |
Eaton Vance Limited Duration Income Fund
(EVV)
|
0.1 |
$136k |
|
15k |
9.19 |
Sqz Biotech
(SQZB)
|
0.1 |
$118k |
|
52k |
2.28 |
Semrush Hldgs Cl A Com
(SEMR)
|
0.1 |
$112k |
|
10k |
11.20 |
Scpharmaceuticals
(SCPH)
|
0.1 |
$69k |
|
11k |
6.51 |