Vanguard Index Fds Value Etf
(VTV)
|
21.6 |
$21M |
|
126k |
169.30 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
20.8 |
$21M |
|
35k |
586.08 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
11.0 |
$11M |
|
189k |
57.41 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
9.9 |
$9.8M |
|
127k |
77.27 |
|
Vanguard Bd Index Fds Intermed Term
(BIV)
|
7.5 |
$7.4M |
|
99k |
74.73 |
|
Vanguard World Mega Cap Val Etf
(MGV)
|
4.0 |
$4.0M |
|
32k |
124.91 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
3.6 |
$3.6M |
|
12k |
289.82 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
2.5 |
$2.5M |
|
94k |
26.07 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
2.1 |
$2.1M |
|
8.8k |
240.28 |
|
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
1.0 |
$1.0M |
|
12k |
81.98 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.9 |
$841k |
|
11k |
75.61 |
|
Microsoft Corporation
(MSFT)
|
0.8 |
$809k |
|
1.9k |
421.51 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.7 |
$733k |
|
15k |
50.13 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.7 |
$724k |
|
15k |
47.82 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.7 |
$642k |
|
1.6k |
410.36 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.6 |
$627k |
|
11k |
58.18 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.6 |
$594k |
|
1.0k |
569.73 |
|
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.6 |
$591k |
|
1.4k |
425.50 |
|
LeMaitre Vascular
(LMAT)
|
0.6 |
$567k |
|
6.2k |
92.14 |
|
Schwab Strategic Tr Fundamental Us L
(FNDX)
|
0.6 |
$565k |
|
24k |
23.68 |
|
Eaton Vance Enhanced Equity Incm. Fd. II
(EOS)
|
0.5 |
$535k |
|
22k |
23.95 |
|
Spdr Ser Tr SPDR S&P1500VL
(VLU)
|
0.5 |
$525k |
|
2.9k |
184.04 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.5 |
$517k |
|
22k |
23.18 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.5 |
$449k |
|
879.00 |
511.23 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.4 |
$401k |
|
681.00 |
588.26 |
|
Ishares Tr Tips Bd Etf
(TIP)
|
0.4 |
$373k |
|
3.5k |
106.55 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.4 |
$373k |
|
3.9k |
96.91 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$345k |
|
1.3k |
264.18 |
|
Columbia Seligm Prem Tech Gr
(STK)
|
0.3 |
$326k |
|
10k |
31.95 |
|
Calamos Strategic Total Retu Com Sh Ben Int
(CSQ)
|
0.3 |
$317k |
|
18k |
17.71 |
|
Eaton Vance Tax Managed Diversified Eq.
(ETY)
|
0.3 |
$261k |
|
18k |
14.95 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$243k |
|
536.00 |
453.28 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$241k |
|
448.00 |
538.46 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.2 |
$226k |
|
836.00 |
269.81 |
|
Schwab Strategic Tr Fundamental Intl
(FNDF)
|
0.2 |
$217k |
|
6.5k |
33.21 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$203k |
|
917.00 |
221.07 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.2 |
$160k |
|
1.4k |
115.22 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.2 |
$150k |
|
373.00 |
401.41 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.2 |
$148k |
|
800.00 |
185.13 |
|
Pfizer
(PFE)
|
0.1 |
$140k |
|
5.3k |
26.53 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$132k |
|
7.1k |
18.50 |
|
NVIDIA Corporation
(NVDA)
|
0.1 |
$120k |
|
890.00 |
134.31 |
|
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.1 |
$114k |
|
1.7k |
65.08 |
|
Barings Partn Invs Sh Ben Int
(MPV)
|
0.1 |
$108k |
|
6.3k |
17.09 |
|
Cohen & Steers Total Return Real
(RFI)
|
0.1 |
$102k |
|
8.8k |
11.58 |
|
Eaton Vance Tax-advntg Glbl Di
(ETG)
|
0.1 |
$100k |
|
5.5k |
18.23 |
|
Apple
(AAPL)
|
0.1 |
$96k |
|
383.00 |
250.58 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$88k |
|
461.00 |
190.25 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.1 |
$82k |
|
3.1k |
26.63 |
|
UnitedHealth
(UNH)
|
0.1 |
$75k |
|
147.00 |
506.84 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.1 |
$70k |
|
2.5k |
27.87 |
|
Hp
(HPQ)
|
0.1 |
$64k |
|
1.9k |
32.63 |
|
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.1 |
$63k |
|
498.00 |
126.75 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.1 |
$62k |
|
1.4k |
44.03 |
|
Proshares Tr Pshs Ult S&p 500
(SSO)
|
0.1 |
$56k |
|
600.00 |
92.51 |
|
Spdr Index Shs Fds S&p Em Mkt Div
(EDIV)
|
0.1 |
$51k |
|
1.5k |
35.27 |
|
Amazon
(AMZN)
|
0.1 |
$51k |
|
231.00 |
219.39 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.1 |
$50k |
|
251.00 |
198.36 |
|
Ishares Tr Exponential Tech
(XT)
|
0.1 |
$49k |
|
826.00 |
59.66 |
|
Exxon Mobil Corporation
(XOM)
|
0.0 |
$47k |
|
436.00 |
107.66 |
|
Eaton Vance Tax-Managed Buy-Write Income
(ETB)
|
0.0 |
$46k |
|
3.1k |
15.00 |
|
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.0 |
$45k |
|
1.1k |
41.88 |
|
Proshares Tr Pshs Ultra Qqq
(QLD)
|
0.0 |
$40k |
|
372.00 |
108.24 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$39k |
|
160.00 |
242.13 |
|
Moderna
(MRNA)
|
0.0 |
$37k |
|
900.00 |
41.58 |
|
CVS Caremark Corporation
(CVS)
|
0.0 |
$37k |
|
818.00 |
44.90 |
|
Cameco Corporation
(CCJ)
|
0.0 |
$36k |
|
701.00 |
51.42 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.0 |
$36k |
|
854.00 |
41.83 |
|
Blackrock
(BLK)
|
0.0 |
$33k |
|
32.00 |
1034.75 |
|
Visa Com Cl A
(V)
|
0.0 |
$32k |
|
103.00 |
314.82 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.0 |
$30k |
|
161.00 |
188.78 |
|
Brookfield Corp Cl A Ltd Vt Sh
(BN)
|
0.0 |
$30k |
|
514.00 |
57.49 |
|
Williams Companies
(WMB)
|
0.0 |
$30k |
|
546.00 |
54.12 |
|
Genuine Parts Company
(GPC)
|
0.0 |
$29k |
|
252.00 |
116.63 |
|
Brookfield Infrast Partners Lp Int Unit
(BIP)
|
0.0 |
$28k |
|
888.00 |
31.78 |
|
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.0 |
$28k |
|
710.00 |
39.58 |
|
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.0 |
$28k |
|
718.00 |
38.37 |
|
General Motors Company
(GM)
|
0.0 |
$27k |
|
502.00 |
53.31 |
|
Asbury Automotive
(ABG)
|
0.0 |
$24k |
|
100.00 |
243.03 |
|
BP Sponsored Adr
(BP)
|
0.0 |
$24k |
|
819.00 |
29.56 |
|
Goldman Sachs
(GS)
|
0.0 |
$23k |
|
40.00 |
571.62 |
|
Ishares Tr MRGSTR MD CP GRW
(IMCG)
|
0.0 |
$22k |
|
286.00 |
75.55 |
|
Toyota Motor Corp Ads
(TM)
|
0.0 |
$20k |
|
101.00 |
195.05 |
|
Verizon Communications
(VZ)
|
0.0 |
$20k |
|
491.00 |
39.95 |
|
Hanover Insurance
(THG)
|
0.0 |
$20k |
|
126.00 |
154.51 |
|
Pepsi
(PEP)
|
0.0 |
$17k |
|
109.00 |
152.06 |
|
Procter & Gamble Company
(PG)
|
0.0 |
$16k |
|
96.00 |
167.65 |
|
Ashland
(ASH)
|
0.0 |
$16k |
|
225.00 |
71.45 |
|
Wyndham Hotels And Resorts
(WH)
|
0.0 |
$16k |
|
158.00 |
100.90 |
|
Keurig Dr Pepper
(KDP)
|
0.0 |
$15k |
|
479.00 |
32.11 |
|
Eli Lilly & Co.
(LLY)
|
0.0 |
$15k |
|
19.00 |
772.00 |
|
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$15k |
|
89.00 |
163.34 |
|
Wright Express
(WEX)
|
0.0 |
$13k |
|
75.00 |
175.32 |
|
Eastern Bankshares
(EBC)
|
0.0 |
$13k |
|
750.00 |
17.25 |
|
EOG Resources
(EOG)
|
0.0 |
$11k |
|
88.00 |
122.24 |
|
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$10k |
|
270.00 |
37.59 |
|
Wheaton Precious Metals Corp
(WPM)
|
0.0 |
$10k |
|
180.00 |
56.24 |
|
Travel Leisure Ord
(TNL)
|
0.0 |
$10k |
|
197.00 |
50.57 |
|
Novo-nordisk A S Adr
(NVO)
|
0.0 |
$9.9k |
|
115.00 |
86.02 |
|
Baker Hughes Company Cl A
(BKR)
|
0.0 |
$9.6k |
|
234.00 |
41.03 |
|
CSX Corporation
(CSX)
|
0.0 |
$8.8k |
|
274.00 |
32.25 |
|
Nxp Semiconductors N V
(NXPI)
|
0.0 |
$7.8k |
|
37.00 |
210.49 |
|
Brookfield Asset Managmt Cl A Lmt Vtg Shs
(BAM)
|
0.0 |
$7.3k |
|
134.00 |
54.15 |
|
Qualcomm
(QCOM)
|
0.0 |
$7.2k |
|
47.00 |
153.34 |
|
GSK Sponsored Adr
(GSK)
|
0.0 |
$7.2k |
|
212.00 |
33.83 |
|
Anthem
(ELV)
|
0.0 |
$7.1k |
|
19.00 |
372.53 |
|
Lpl Financial Holdings
(LPLA)
|
0.0 |
$6.9k |
|
21.00 |
327.86 |
|
Adobe Systems Incorporated
(ADBE)
|
0.0 |
$6.7k |
|
15.00 |
444.67 |
|
Cdw
(CDW)
|
0.0 |
$6.3k |
|
36.00 |
175.64 |
|
Spdr Ser Tr Portfli Intrmdit
(SPTI)
|
0.0 |
$5.9k |
|
213.00 |
27.92 |
|
Edwards Lifesciences
(EW)
|
0.0 |
$5.9k |
|
80.00 |
74.03 |
|
Nike CL B
(NKE)
|
0.0 |
$5.9k |
|
78.00 |
75.47 |
|
Manulife Finl Corp
(MFC)
|
0.0 |
$5.9k |
|
191.00 |
30.71 |
|
Microstrategy Cl A New
(MSTR)
|
0.0 |
$5.8k |
|
20.00 |
289.60 |
|
Chevron Corporation
(CVX)
|
0.0 |
$5.5k |
|
38.00 |
145.18 |
|
Restaurant Brands Intl Inc Com equity / large cap
(QSR)
|
0.0 |
$5.4k |
|
82.00 |
65.50 |
|
Lyondellbasell Industries N Shs - A -
(LYB)
|
0.0 |
$5.3k |
|
72.00 |
74.04 |
|
Servicenow
(NOW)
|
0.0 |
$5.3k |
|
5.00 |
1060.20 |
|
Hyatt Hotels Corp Com Cl A
(H)
|
0.0 |
$5.0k |
|
32.00 |
157.59 |
|
Otis Worldwide Corp
(OTIS)
|
0.0 |
$4.8k |
|
52.00 |
91.90 |
|
Autodesk
(ADSK)
|
0.0 |
$4.7k |
|
16.00 |
295.56 |
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.0 |
$4.5k |
|
28.00 |
162.14 |
|
Core Scientific
(CORZ)
|
0.0 |
$4.2k |
|
300.00 |
14.05 |
|
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.0 |
$4.1k |
|
31.00 |
131.16 |
|
Constellation Brands Cl A
(STZ)
|
0.0 |
$4.0k |
|
18.00 |
223.44 |
|
Johnson & Johnson
(JNJ)
|
0.0 |
$4.0k |
|
28.00 |
142.64 |
|
Prologis
(PLD)
|
0.0 |
$3.3k |
|
32.00 |
104.62 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.0 |
$3.3k |
|
25.00 |
131.60 |
|
Devon Energy Corporation
(DVN)
|
0.0 |
$3.1k |
|
94.00 |
32.56 |
|
American Intl Group Com New
(AIG)
|
0.0 |
$2.5k |
|
35.00 |
71.97 |
|
Stellantis SHS
(STLA)
|
0.0 |
$2.4k |
|
182.00 |
13.04 |
|
Endeavor Group Hldgs Cl A Com
(EDR)
|
0.0 |
$2.2k |
|
71.00 |
31.30 |
|
Honeywell International
(HON)
|
0.0 |
$1.8k |
|
8.00 |
229.62 |
|
iRobot Corporation
(IRBT)
|
0.0 |
$1.3k |
|
172.00 |
7.75 |
|
Stereotaxis Com New
(STXS)
|
0.0 |
$556.002800 |
|
244.00 |
2.28 |
|