Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
12.2 |
$15M |
|
43k |
351.34 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
7.8 |
$9.7M |
|
48k |
203.81 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
7.4 |
$9.2M |
|
61k |
151.85 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
6.9 |
$8.6M |
|
114k |
75.28 |
Vanguard Index Fds Small Cp Etf
(VB)
|
6.2 |
$7.8M |
|
42k |
183.54 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
4.6 |
$5.7M |
|
135k |
41.97 |
Morgan Stanley Com New
(MS)
|
4.3 |
$5.3M |
|
63k |
85.02 |
Ishares Tr Core S&p500 Etf
(IVV)
|
4.1 |
$5.1M |
|
13k |
384.22 |
Apple
(AAPL)
|
3.6 |
$4.5M |
|
35k |
129.93 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
2.5 |
$3.1M |
|
10k |
308.90 |
Ishares Tr Short Treas Bd
(SHV)
|
2.5 |
$3.1M |
|
28k |
109.92 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
2.4 |
$3.0M |
|
36k |
82.48 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.4 |
$3.0M |
|
11k |
266.27 |
Microsoft Corporation
(MSFT)
|
2.1 |
$2.6M |
|
11k |
239.83 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.0 |
$2.5M |
|
6.5k |
382.41 |
EXACT Sciences Corporation
(EXAS)
|
1.5 |
$1.8M |
|
37k |
49.51 |
Amgen
(AMGN)
|
1.3 |
$1.6M |
|
6.2k |
262.64 |
Ishares Tr Msci Eafe Etf
(EFA)
|
1.0 |
$1.3M |
|
20k |
65.64 |
Ishares Tr Blackrock Ultra
(ICSH)
|
1.0 |
$1.2M |
|
25k |
50.04 |
Colgate-Palmolive Company
(CL)
|
1.0 |
$1.2M |
|
15k |
78.79 |
Coca-Cola Company
(KO)
|
0.9 |
$1.2M |
|
18k |
63.61 |
Danaher Corporation
(DHR)
|
0.9 |
$1.1M |
|
4.2k |
265.43 |
Honeywell International
(HON)
|
0.9 |
$1.1M |
|
5.0k |
214.29 |
Mondelez Intl Cl A
(MDLZ)
|
0.9 |
$1.1M |
|
16k |
66.65 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.8 |
$1.0M |
|
16k |
61.64 |
Amazon
(AMZN)
|
0.8 |
$962k |
|
11k |
84.00 |
Ameriprise Financial
(AMP)
|
0.8 |
$954k |
|
3.1k |
311.39 |
Unilever Spon Adr New
(UL)
|
0.7 |
$893k |
|
18k |
50.35 |
Diageo Spon Adr New
(DEO)
|
0.7 |
$882k |
|
5.0k |
178.19 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.7 |
$868k |
|
6.9k |
125.10 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.7 |
$852k |
|
9.7k |
88.23 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.6 |
$729k |
|
3.0k |
241.86 |
Blackstone Group Inc Com Cl A
(BX)
|
0.6 |
$729k |
|
9.8k |
74.19 |
Eli Lilly & Co.
(LLY)
|
0.5 |
$677k |
|
1.9k |
365.84 |
Illinois Tool Works
(ITW)
|
0.5 |
$671k |
|
3.0k |
220.30 |
JPMorgan Chase & Co.
(JPM)
|
0.5 |
$670k |
|
5.0k |
134.10 |
Johnson & Johnson
(JNJ)
|
0.5 |
$641k |
|
3.6k |
176.64 |
Procter & Gamble Company
(PG)
|
0.5 |
$622k |
|
4.1k |
151.56 |
Pfizer
(PFE)
|
0.5 |
$605k |
|
12k |
51.24 |
Spdr Ser Tr S&p 600 Sml Cap
|
0.4 |
$546k |
|
6.6k |
82.21 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.4 |
$536k |
|
2.8k |
191.17 |
Spdr Ser Tr S&P 600 SMCP GRW
(SLYG)
|
0.4 |
$505k |
|
7.0k |
72.24 |
Vanguard Index Fds Value Etf
(VTV)
|
0.4 |
$469k |
|
3.3k |
140.36 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.3 |
$432k |
|
2.5k |
169.64 |
Raytheon Technologies Corp
(RTX)
|
0.3 |
$416k |
|
4.1k |
100.92 |
UnitedHealth
(UNH)
|
0.3 |
$397k |
|
748.00 |
530.51 |
Wisdomtree Tr Us Total Dividnd
(DTD)
|
0.3 |
$391k |
|
6.4k |
60.65 |
Chubb
(CB)
|
0.3 |
$386k |
|
1.8k |
220.60 |
Ishares Msci Gbl Gold Mn
(RING)
|
0.3 |
$368k |
|
17k |
22.33 |
Aon Shs Cl A
(AON)
|
0.3 |
$359k |
|
1.2k |
300.14 |
Constellation Brands Cl A
(STZ)
|
0.3 |
$358k |
|
1.5k |
231.75 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$355k |
|
3.2k |
110.31 |
Merck & Co
(MRK)
|
0.3 |
$351k |
|
3.2k |
110.94 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.3 |
$346k |
|
4.6k |
75.19 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.3 |
$343k |
|
6.8k |
50.14 |
Qualcomm
(QCOM)
|
0.3 |
$341k |
|
3.1k |
109.94 |
Meta Platforms Cl A
(META)
|
0.3 |
$331k |
|
2.8k |
120.34 |
Abbvie
(ABBV)
|
0.3 |
$323k |
|
2.0k |
161.61 |
Caterpillar
(CAT)
|
0.2 |
$307k |
|
1.3k |
239.56 |
Advanced Micro Devices
(AMD)
|
0.2 |
$307k |
|
4.7k |
64.77 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.2 |
$306k |
|
3.2k |
94.65 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.2 |
$302k |
|
2.8k |
108.23 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$279k |
|
3.9k |
71.95 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$276k |
|
3.1k |
88.73 |
Netflix
(NFLX)
|
0.2 |
$270k |
|
914.00 |
294.92 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.2 |
$232k |
|
3.4k |
68.30 |
Eaton Corp SHS
(ETN)
|
0.2 |
$230k |
|
1.5k |
156.95 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.2 |
$229k |
|
1.1k |
214.21 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$216k |
|
393.00 |
550.69 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$212k |
|
631.00 |
336.53 |
Applied Materials
(AMAT)
|
0.2 |
$209k |
|
2.1k |
97.38 |
Ishares Tr Us Consm Staples
(IYK)
|
0.2 |
$203k |
|
1.0k |
202.78 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$202k |
|
416.00 |
486.49 |
Bank of America Corporation
(BAC)
|
0.2 |
$202k |
|
6.1k |
33.12 |
Invesco Exchange Traded Fd T Dynmc Software
(IGPT)
|
0.2 |
$201k |
|
2.2k |
91.01 |
Palantir Technologies Cl A
(PLTR)
|
0.2 |
$199k |
|
31k |
6.42 |
Eaton Vance Senior Floating Rate Fund
(EFR)
|
0.2 |
$198k |
|
18k |
10.94 |
Eaton Vance Limited Duration Income Fund
(EVV)
|
0.1 |
$149k |
|
16k |
9.39 |
Semrush Hldgs Cl A Com
(SEMR)
|
0.1 |
$81k |
|
10k |
8.14 |
Scpharmaceuticals
(SCPH)
|
0.1 |
$76k |
|
11k |
7.17 |
Sqz Biotech
(SQZB)
|
0.0 |
$38k |
|
52k |
0.74 |