|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
29.1 |
$224M |
+2%
|
326k |
686.81 |
|
|
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt
(VEA)
|
11.3 |
$87M |
|
1.2M |
71.25 |
|
|
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf
(IJH)
|
5.6 |
$44M |
+2%
|
564k |
77.11 |
|
|
Vanguard High Dividend Yield ETF High Div Yld
(VYM)
|
5.1 |
$39M |
|
247k |
158.02 |
|
|
Vanguard Dividend Appreciation ETF Div App Etf
(VIG)
|
4.8 |
$37M |
-2%
|
157k |
236.60 |
|
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
4.7 |
$37M |
+4%
|
468k |
77.91 |
|
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
4.1 |
$32M |
+4%
|
657k |
48.43 |
|
|
iShares Core S&P 500 ETF Core S&p500 Etf
(IVV)
|
3.8 |
$30M |
|
39k |
753.85 |
|
|
iShares Core S&P Small-Cap ETF Core S&p Scp Etf
(IJR)
|
3.0 |
$23M |
|
154k |
148.31 |
|
|
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf
(VWO)
|
2.7 |
$21M |
+2%
|
347k |
59.69 |
|
|
Vanguard Bd Index Fds Intermed Term
(BIV)
|
2.6 |
$20M |
+4%
|
264k |
76.70 |
|
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
2.6 |
$20M |
+3%
|
338k |
58.20 |
|
|
Vanguard Esg Us Stock Etf Esg Us Stk Etf
(ESGV)
|
2.5 |
$20M |
|
149k |
132.24 |
|
|
Vanguard International High Dividend Yield ETF Intl High Etf
(VYMI)
|
2.0 |
$16M |
|
158k |
98.19 |
|
|
Vanguard International Dividend Appreciation ETF Intl Dvd Etf
(VIGI)
|
1.6 |
$13M |
|
134k |
93.39 |
|
|
Broadcom
(AVGO)
|
1.2 |
$9.3M |
|
25k |
377.75 |
|
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.1 |
$8.3M |
|
22k |
370.05 |
|
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.9 |
$7.3M |
-8%
|
21k |
343.90 |
|
|
Vanguard ESG International Stock ETF Esg Intl Stk Etf
(VSGX)
|
0.8 |
$6.4M |
-2%
|
78k |
82.34 |
|
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.7 |
$5.3M |
|
73k |
73.41 |
|
|
Apple
(AAPL)
|
0.6 |
$4.9M |
-2%
|
17k |
289.35 |
|
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.6 |
$4.6M |
|
48k |
96.43 |
|
|
Vanguard ESG U.S. Corporate Bond ETF Esg Us Corp Bd
(VCEB)
|
0.5 |
$4.2M |
+3%
|
67k |
62.76 |
|
|
Vanguard Intermediate-Term Treasury ETF Inter Term Treas
(VGIT)
|
0.4 |
$3.3M |
+2%
|
56k |
58.98 |
|
|
Microsoft Corporation
(MSFT)
|
0.4 |
$2.9M |
-6%
|
7.9k |
373.00 |
|
|
Eli Lilly & Co.
(LLY)
|
0.4 |
$2.7M |
-2%
|
2.3k |
1199.29 |
|
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.3 |
$2.7M |
|
31k |
85.49 |
|
|
Abbvie
(ABBV)
|
0.3 |
$2.4M |
|
9.3k |
251.65 |
|
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$2.3M |
-3%
|
6.4k |
357.38 |
|
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$1.9M |
|
64k |
29.43 |
|
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.2 |
$1.5M |
|
2.00 |
748850.00 |
|
|
iShares Core S&P Total U.S. Stock Market ETF Core S&p Ttl Stk
(ITOT)
|
0.2 |
$1.4M |
|
8.5k |
169.67 |
|
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$1.4M |
+17%
|
13k |
106.47 |
|
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.2 |
$1.3M |
|
17k |
75.79 |
|
|
Amgen
(AMGN)
|
0.2 |
$1.3M |
|
3.5k |
362.14 |
|
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$1.3M |
+19%
|
25k |
50.58 |
|
|
Amazon
(AMZN)
|
0.2 |
$1.2M |
-8%
|
5.0k |
238.34 |
|
|
Nike CL B
(NKE)
|
0.1 |
$1.1M |
+20%
|
27k |
41.05 |
|
|
iShares Core MSCI Emerging Markets ETF Core Msci Emkt
(IEMG)
|
0.1 |
$1.1M |
-6%
|
13k |
82.84 |
|
|
Micron Technology
(MU)
|
0.1 |
$1.0M |
-27%
|
896.00 |
1154.78 |
|
|
iShares ESG Select Screened S&P 500 ETF Esg Select Scre
(XVV)
|
0.1 |
$996k |
|
18k |
56.79 |
|
|
H&R Block
(HRB)
|
0.1 |
$984k |
-2%
|
26k |
38.08 |
|
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$948k |
+2%
|
1.9k |
500.39 |
|
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$941k |
+3%
|
9.7k |
96.58 |
|
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.1 |
$915k |
-9%
|
3.0k |
303.09 |
|
|
NVIDIA Corporation
(NVDA)
|
0.1 |
$896k |
-3%
|
4.5k |
200.08 |
|
|
InterDigital
(IDCC)
|
0.1 |
$849k |
|
3.0k |
283.13 |
|
|
Ishares Tr Core High Dv Etf
(HDV)
|
0.1 |
$832k |
+400%
|
30k |
27.41 |
|
|
Global X Fds S&p 500 Catholic
(CATH)
|
0.1 |
$832k |
-2%
|
9.4k |
88.50 |
|
|
Johnson & Johnson
(JNJ)
|
0.1 |
$810k |
|
3.2k |
253.98 |
|
|
Home Depot
(HD)
|
0.1 |
$809k |
|
2.3k |
352.69 |
|
|
Novo-nordisk A S Adr
(NVO)
|
0.1 |
$763k |
-2%
|
16k |
47.94 |
|
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$741k |
|
2.1k |
353.35 |
|
|
Caterpillar
(CAT)
|
0.1 |
$720k |
|
676.00 |
1065.52 |
|
|
Qualcomm
(QCOM)
|
0.1 |
$702k |
|
3.8k |
184.81 |
|
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.1 |
$693k |
+243%
|
8.6k |
80.57 |
|
|
Intel Corporation
(INTC)
|
0.1 |
$646k |
-68%
|
4.6k |
139.63 |
|
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$644k |
|
1.7k |
368.38 |
|
|
Spdr Series Trust ST STR SP500FF
(SPYX)
|
0.1 |
$608k |
-3%
|
9.9k |
61.10 |
|
|
Cisco Systems
(CSCO)
|
0.1 |
$601k |
|
5.1k |
117.45 |
|
|
Texas Instruments Incorporated
(TXN)
|
0.1 |
$586k |
|
2.0k |
298.13 |
|
|
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$569k |
-39%
|
11k |
53.47 |
|
|
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.1 |
$563k |
|
24k |
23.68 |
|
|
McDonald's Corporation
(MCD)
|
0.1 |
$522k |
|
1.9k |
270.29 |
|
|
Ishares Tr U.s. Tech Etf
(IYW)
|
0.1 |
$463k |
|
1.8k |
252.23 |
|
|
McKesson Corporation
(MCK)
|
0.1 |
$457k |
NEW
|
605.00 |
755.73 |
|
|
Philip Morris International
(PM)
|
0.1 |
$453k |
-3%
|
2.5k |
180.90 |
|
|
Merck & Co
(MRK)
|
0.1 |
$435k |
+3%
|
3.4k |
128.48 |
|
|
International Business Machines
(IBM)
|
0.1 |
$431k |
|
1.5k |
281.25 |
|
|
Applied Materials
(AMAT)
|
0.1 |
$425k |
NEW
|
587.00 |
723.22 |
|
|
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$418k |
|
1.3k |
327.33 |
|
|
Paychex
(PAYX)
|
0.0 |
$382k |
|
3.9k |
98.33 |
|
|
Toast Cl A
(TOST)
|
0.0 |
$373k |
|
13k |
27.82 |
|
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$344k |
-12%
|
467.00 |
736.40 |
|
|
Trane Technologies SHS
(TT)
|
0.0 |
$340k |
-2%
|
692.00 |
491.16 |
|
|
Thermo Fisher Scientific
(TMO)
|
0.0 |
$336k |
|
671.00 |
501.36 |
|
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.0 |
$321k |
-7%
|
12k |
27.70 |
|
|
Tesla Motors
(TSLA)
|
0.0 |
$321k |
+7%
|
762.00 |
420.65 |
|
|
Kla Corp Com New
(KLAC)
|
0.0 |
$307k |
NEW
|
1.0k |
301.64 |
|
|
iShares ESG Advanced MSCI EAFE ETF Esg Eafe Etf
(DMXF)
|
0.0 |
$305k |
|
3.6k |
84.62 |
|
|
Advanced Micro Devices
(AMD)
|
0.0 |
$296k |
NEW
|
509.00 |
581.03 |
|
|
Sandisk Corp
(SNDK)
|
0.0 |
$287k |
NEW
|
126.00 |
2273.73 |
|
|
iShares S&P 500 Growth ETF S&p 500 Grwt Etf
(IVW)
|
0.0 |
$285k |
-3%
|
2.1k |
137.53 |
|
|
Hp
(HPQ)
|
0.0 |
$282k |
|
13k |
21.94 |
|
|
Abbott Laboratories
(ABT)
|
0.0 |
$281k |
-4%
|
3.1k |
90.74 |
|
|
Starbucks Corporation
(SBUX)
|
0.0 |
$263k |
-2%
|
2.6k |
102.19 |
|
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.0 |
$258k |
-3%
|
7.0k |
36.87 |
|
|
Capital One Financial
(COF)
|
0.0 |
$256k |
+3%
|
1.3k |
200.64 |
|
|
Western Digital
(WDC)
|
0.0 |
$252k |
NEW
|
394.00 |
639.46 |
|
|
Oracle Corporation
(ORCL)
|
0.0 |
$245k |
-3%
|
1.7k |
146.55 |
|
|
United Rentals
(URI)
|
0.0 |
$245k |
NEW
|
216.00 |
1132.89 |
|
|
Visa Com Cl A
(V)
|
0.0 |
$222k |
NEW
|
646.00 |
342.88 |
|
|
Meta Platforms Cl A
(META)
|
0.0 |
$219k |
-12%
|
389.00 |
563.94 |
|
|
Fortinet
(FTNT)
|
0.0 |
$219k |
NEW
|
1.4k |
153.62 |
|
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.0 |
$217k |
|
957.00 |
227.06 |
|
|
Corning Incorporated
(GLW)
|
0.0 |
$217k |
NEW
|
850.00 |
255.43 |
|
|
Dimensional Etf Trust Us Cor Equ 2 Etf
(DFAC)
|
0.0 |
$216k |
NEW
|
4.9k |
44.36 |
|
|
Lam Research Corp Com New
(LRCX)
|
0.0 |
$215k |
NEW
|
496.00 |
432.90 |
|
|
Eaton Corp SHS
(ETN)
|
0.0 |
$209k |
NEW
|
490.00 |
425.81 |
|
|
Exxon Mobil Corporation
(XOM)
|
0.0 |
$207k |
-8%
|
1.5k |
136.72 |
|
|
Vanguard World Inf Tech Etf
(VGT)
|
0.0 |
$205k |
NEW
|
1.7k |
119.52 |
|
|
Raytheon Technologies Corp
(RTX)
|
0.0 |
$202k |
-18%
|
1.1k |
189.76 |
|
|
Infosys Sponsored Adr
(INFY)
|
0.0 |
$162k |
-4%
|
15k |
10.49 |
|
|
iShares International Dividend Growth ETF Intl Div Grwth
(IGRO)
|
0.0 |
$0 |
|
7.1k |
0.00 |
|
|
iShares ESG Aware U.S. Aggregate Bond ETF Esg Awr Us Agrgt
(EAGG)
|
0.0 |
$0 |
+20%
|
5.2k |
0.00 |
|