Vanguard Total U.S. Stock Market Fund Total Stk Mkt
(VTI)
|
37.8 |
$253M |
|
1.2M |
212.41 |
Vanguard Value Index Fund Value ETF
(VTV)
|
17.9 |
$120M |
|
870k |
137.93 |
Vanguard REIT Index Fund Reit Etf
(VNQ)
|
12.5 |
$83M |
|
1.1M |
75.66 |
Vanguard Growth Index Fund Growth ETF
(VUG)
|
10.5 |
$70M |
|
258k |
272.31 |
Vanguard Small Cap Index Fund Small Cp ETF
(VB)
|
8.4 |
$56M |
|
296k |
189.07 |
Schwab U.S. Broad Market Fund US Brd Mkt ETF
(SCHB)
|
1.4 |
$9.6M |
|
192k |
49.85 |
Microsoft Corporation
(MSFT)
|
1.2 |
$8.0M |
|
25k |
315.75 |
Apple
(AAPL)
|
0.9 |
$6.0M |
|
35k |
171.21 |
Stryker Corporation
(SYK)
|
0.8 |
$5.3M |
|
19k |
273.27 |
DFA U.S. Core Equity 2 Fund US Core Equity 2
(DFAC)
|
0.7 |
$4.7M |
|
179k |
26.20 |
SPDRs - S&P 500 Index Fund Tr Unit
(SPY)
|
0.7 |
$4.6M |
|
11k |
427.48 |
Vanguard S&P 500 ETF S&p 500 Etf Shs
(VOO)
|
0.6 |
$3.8M |
|
9.6k |
392.71 |
Starbucks Corporation
(SBUX)
|
0.5 |
$3.1M |
|
34k |
91.27 |
Schwab U.S. REIT Fund Us Reit Etf
(SCHH)
|
0.4 |
$2.8M |
|
159k |
17.75 |
iShares Russell 1000 Growth Index Fund Russell1000GRW ETF
(IWF)
|
0.3 |
$2.1M |
|
7.9k |
265.99 |
Vanguard Int'l REIT Index Fund Glb EX US ETF
(VNQI)
|
0.3 |
$1.9M |
|
49k |
38.93 |
Nike
(NKE)
|
0.2 |
$1.5M |
|
16k |
95.62 |
iShares Core S&P 500 Core S&P 500 ETF
(IVV)
|
0.2 |
$1.5M |
|
3.5k |
429.43 |
Vanguard Large Cap Large Cap ETF
(VV)
|
0.2 |
$1.5M |
|
7.4k |
195.69 |
Berkshire Hathaway Cl B Class B
(BRK.A)
|
0.2 |
$1.4M |
|
4.0k |
350.30 |
Vanguard ESG International Stock Fund Esg Intl Stk ETF
(VSGX)
|
0.2 |
$1.4M |
|
28k |
50.44 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$1.4M |
|
2.4k |
564.93 |
Avantis Responsible US Equity Fund Avantis Respon U
(AVSU)
|
0.2 |
$1.2M |
|
24k |
49.56 |
iShares Russell 1000 Value Index Fund Russell1000VAL
(IWD)
|
0.2 |
$1.2M |
|
7.6k |
151.82 |
Amazon
(AMZN)
|
0.2 |
$1.1M |
|
8.3k |
127.12 |
Ishares Tr Russell Russell3000ETF
(IWV)
|
0.1 |
$987k |
|
4.0k |
245.06 |
Portland General Electric Company
(POR)
|
0.1 |
$876k |
|
22k |
40.48 |
Johnson & Johnson
(JNJ)
|
0.1 |
$855k |
|
5.5k |
155.75 |
Intel Corporation
(INTC)
|
0.1 |
$812k |
|
23k |
35.55 |
Pacific West Bancorp
(PWBK)
|
0.1 |
$761k |
|
72k |
10.60 |
Air Products & Chemicals
(APD)
|
0.1 |
$734k |
|
2.6k |
283.40 |
Schwab U.S. Large Cap Value Fund US Lcap VA ETF
(SCHV)
|
0.1 |
$681k |
|
11k |
64.46 |
Schwab U.S. Small Cap Fund US Sml Capt ETF
(SCHA)
|
0.1 |
$669k |
|
16k |
41.42 |
Tesla Motors
(TSLA)
|
0.1 |
$659k |
|
2.6k |
250.22 |
Enovix Corp
(ENVX)
|
0.1 |
$617k |
|
49k |
12.55 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.1 |
$571k |
|
1.6k |
358.34 |
Southern Company
(SO)
|
0.1 |
$558k |
|
8.6k |
64.72 |
iShares Russell 2000 Index Fund Russell2000ETF
(IWM)
|
0.1 |
$552k |
|
3.1k |
176.73 |
iShares MSCI USA Min Msci Usa Min Vol
(USMV)
|
0.1 |
$534k |
|
7.4k |
72.38 |
DFA Tax-Managed US Marketwide Value II US Mktwide Value
(DFUV)
|
0.1 |
$520k |
|
15k |
34.02 |
iShares Core S&P Small-Cap ETF Core S&P SCP ETF
(IJR)
|
0.1 |
$515k |
|
5.5k |
94.33 |
Google Inc Class C Cap Stk Cl C
(GOOG)
|
0.1 |
$514k |
|
3.9k |
131.85 |
iShares Russell Microcap Index Fund Rssl Mcrcp Idx
(IWC)
|
0.1 |
$504k |
|
5.0k |
100.10 |
Chevron Corporation
(CVX)
|
0.1 |
$469k |
|
2.8k |
168.59 |
Fiserv
(FI)
|
0.1 |
$452k |
|
4.0k |
112.96 |
On Holding AG Ord Class A Namen Akt A
(ONON)
|
0.1 |
$445k |
|
16k |
27.82 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$440k |
|
3.0k |
145.02 |
Vanguard Div Apprciation Div App ETF
(VIG)
|
0.1 |
$415k |
|
2.7k |
155.39 |
iShares Core S&P Total US Stock Mkt ETF Core S&P TTL STK
(ITOT)
|
0.1 |
$412k |
|
4.4k |
94.19 |
iShares Barclays 3-7 Yr TSY Bond Fund Barclys 3-7 YR
(IEI)
|
0.1 |
$382k |
|
3.4k |
113.16 |
Vanguard Total World Stock Index TT Wrld St ETF
(VT)
|
0.1 |
$373k |
|
4.0k |
93.19 |
Avantis International Equity Fund Intl EQT ETF
(AVDE)
|
0.1 |
$366k |
|
6.6k |
55.65 |
iShares MSCI EAFE Index Fund Msci Eafe Etf
(EFA)
|
0.1 |
$364k |
|
5.3k |
68.92 |
Vanguard Small Cap Value Fund Sm Cp Val ETF
(VBR)
|
0.1 |
$359k |
|
2.3k |
159.51 |
Jacobs Engineering Group
(J)
|
0.1 |
$359k |
|
2.6k |
136.51 |
Ishares Trust S&p Smallcap 600/barra Value Index F Sp Smcp600vl Etf
(IJS)
|
0.1 |
$355k |
|
4.0k |
89.22 |
Exxon Mobil Corporation
(XOM)
|
0.0 |
$328k |
|
2.8k |
117.58 |
Vanguard Whitehall - High Div Yield ETF High Div Yld
(VYM)
|
0.0 |
$312k |
|
3.0k |
103.31 |
UnitedHealth
(UNH)
|
0.0 |
$306k |
|
607.00 |
504.19 |
International Business Machines
(IBM)
|
0.0 |
$306k |
|
2.2k |
140.31 |
United Parcel Service
(UPS)
|
0.0 |
$299k |
|
1.9k |
155.87 |
SPDR S&P Dividend Fund S&P Divid ETF
(SDY)
|
0.0 |
$285k |
|
2.5k |
115.01 |
Schwab International Small Cap Fund Intl Sceqt ETF
(SCHC)
|
0.0 |
$284k |
|
8.8k |
32.25 |
iShares Russell 1000 ETF S&p 1000 Etf
(IWB)
|
0.0 |
$278k |
|
1.2k |
234.91 |
Schwab U.S. TIPS Fund Us Tips Etf
(SCHP)
|
0.0 |
$272k |
|
5.4k |
50.49 |
iShares Global Tech Fund Global Tech ETF
(IXN)
|
0.0 |
$272k |
|
4.7k |
57.84 |
Google Inc Class A Cap Stk Cl A
(GOOGL)
|
0.0 |
$263k |
|
2.0k |
130.86 |
Nucor Corporation
(NUE)
|
0.0 |
$250k |
|
1.6k |
156.35 |
iShares Global Glob Hlthcre ETF
(IXJ)
|
0.0 |
$245k |
|
3.0k |
82.42 |
iShares Barclays TIP Bond Fund Barclys TIPS Bd
(TIP)
|
0.0 |
$244k |
|
2.4k |
103.72 |
Blackstone Group Inc Com Cl A
(BX)
|
0.0 |
$244k |
|
2.3k |
107.14 |
Paragon 28
(FNA)
|
0.0 |
$232k |
|
19k |
12.55 |
Schwab International Equity Fund Intl Eqty ETF
(SCHF)
|
0.0 |
$221k |
|
6.5k |
33.96 |
Target Corporation
(TGT)
|
0.0 |
$216k |
|
2.0k |
110.57 |
Bank of America Corporation
(BAC)
|
0.0 |
$216k |
|
7.9k |
27.38 |
iShares Russell Midcap Growth Rus Md Cp Gr ETF
(IWP)
|
0.0 |
$211k |
|
2.3k |
91.35 |
Vanguard Extended Mkt Extend MKT ETF
(VXF)
|
0.0 |
$202k |
|
1.4k |
143.33 |
ZeroFox Holdings
(ZFOX)
|
0.0 |
$165k |
|
187k |
0.88 |
Absci Corp
(ABSI)
|
0.0 |
$116k |
|
88k |
1.32 |
Nightfood Hldgs In
(NGTF)
|
0.0 |
$30k |
|
700k |
0.04 |