Invesco Qqq Tr Unit Ser 1
(QQQ)
|
8.8 |
$14M |
+4%
|
28k |
497.51 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
6.8 |
$11M |
+3%
|
204k |
52.10 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
5.9 |
$9.1M |
+4%
|
190k |
47.92 |
|
Vanguard Index Fds Value Etf
(VTV)
|
5.3 |
$8.3M |
+7%
|
47k |
177.41 |
|
Spdr Ser Tr Portfolio S&p400
(SPMD)
|
5.0 |
$7.7M |
|
139k |
55.61 |
|
Invesco Exch Trd Slf Idx Bulshs 2025 Hy
(BSJP)
|
3.3 |
$5.1M |
+7%
|
220k |
23.13 |
|
Jpmorgan Chase Finl Cal Lkd 44
(AMJB)
|
2.8 |
$4.4M |
+4%
|
150k |
29.07 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
2.8 |
$4.4M |
|
11k |
392.15 |
|
Ishares Tr Ibonds 2026 Term
(IBHF)
|
2.7 |
$4.2M |
+7%
|
182k |
23.28 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
2.4 |
$3.7M |
+102%
|
144k |
25.99 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
2.4 |
$3.7M |
+22%
|
53k |
69.92 |
|
Select Sector Spdr Tr Technology
(XLK)
|
2.3 |
$3.5M |
+2%
|
15k |
233.82 |
|
Dimensional Etf Trust Natl Mun Bd Etf
(DFNM)
|
2.2 |
$3.5M |
|
72k |
48.27 |
|
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
2.2 |
$3.4M |
|
63k |
53.55 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
1.9 |
$2.9M |
+3%
|
5.0k |
587.15 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.9 |
$2.9M |
+16%
|
10k |
288.33 |
|
Microsoft Corporation
(MSFT)
|
1.9 |
$2.9M |
|
6.9k |
419.14 |
|
Ishares Tr Ibonds 27 Etf
(IBDS)
|
1.8 |
$2.8M |
+2%
|
114k |
24.20 |
|
Ishares Tr Ibds Dec28 Etf
(IBDT)
|
1.6 |
$2.5M |
+4%
|
101k |
25.28 |
|
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
1.6 |
$2.5M |
-19%
|
68k |
37.11 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.6 |
$2.5M |
|
5.4k |
459.98 |
|
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
1.3 |
$2.0M |
|
43k |
45.48 |
|
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
1.2 |
$1.9M |
+25%
|
46k |
41.41 |
|
Schwab Strategic Tr Fundamental Emer
(FNDE)
|
1.2 |
$1.9M |
-12%
|
59k |
32.44 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
1.2 |
$1.9M |
|
14k |
130.96 |
|
Apple
(AAPL)
|
1.2 |
$1.8M |
+3%
|
7.9k |
231.29 |
|
Global X Fds Us Pfd Etf
(PFFD)
|
1.1 |
$1.7M |
+5%
|
82k |
20.85 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.1 |
$1.7M |
+41%
|
6.2k |
268.76 |
|
Godaddy Call Call Option (Principal)
|
1.1 |
$1.6M |
NEW
|
10k |
164.07 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
1.0 |
$1.6M |
|
35k |
46.17 |
|
Ishares Tr Ibond Dec 2030
(IBTK)
|
1.0 |
$1.6M |
+9%
|
82k |
19.65 |
|
Ishares Tr Ibonds 29 Trm Ts
(IBTJ)
|
1.0 |
$1.6M |
+8%
|
72k |
21.73 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.9 |
$1.3M |
+26%
|
27k |
50.62 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.8 |
$1.3M |
+188%
|
46k |
28.12 |
|
Meta Platforms Cl A
(META)
|
0.8 |
$1.3M |
|
2.1k |
590.42 |
|
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.8 |
$1.2M |
|
6.6k |
185.85 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.7 |
$1.1M |
|
9.5k |
120.70 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.7 |
$1.1M |
|
1.8k |
579.47 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.7 |
$1.1M |
|
17k |
62.47 |
|
Nuveen Municipal Credit Com Sh Ben Int
(NZF)
|
0.7 |
$1.0M |
|
79k |
12.89 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.6 |
$902k |
|
9.7k |
92.62 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.6 |
$862k |
-9%
|
3.2k |
268.32 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.6 |
$859k |
+234%
|
38k |
22.57 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.5 |
$835k |
+200%
|
36k |
23.06 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.5 |
$835k |
-9%
|
13k |
63.40 |
|
NVIDIA Corporation
(NVDA)
|
0.5 |
$814k |
|
5.9k |
138.07 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.5 |
$808k |
-11%
|
7.5k |
107.62 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.5 |
$739k |
-8%
|
7.0k |
105.84 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.5 |
$703k |
|
3.5k |
201.32 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.4 |
$685k |
|
1.00 |
685000.00 |
|
Alps Etf Tr Alerian Mlp
(AMLP)
|
0.4 |
$634k |
|
13k |
47.68 |
|
Amazon
(AMZN)
|
0.4 |
$628k |
|
3.4k |
187.54 |
|
Ishares Tr Ibonds Dec 2029
(IBMR)
|
0.4 |
$623k |
+9%
|
25k |
25.26 |
|
Bitwise Bitcoin Etf Tr Shs Ben Int
(BITB)
|
0.4 |
$607k |
|
17k |
35.95 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.4 |
$584k |
+21%
|
20k |
29.28 |
|
salesforce
(CRM)
|
0.4 |
$570k |
|
2.0k |
291.64 |
|
Invesco Exch Trd Slf Idx Bulshs 2029 Muni
(BSMT)
|
0.4 |
$555k |
|
24k |
23.17 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.4 |
$548k |
+153%
|
27k |
20.32 |
|
Invesco Exch Trd Slf Idx Invsco Blsh 26
(BSJQ)
|
0.3 |
$523k |
|
22k |
23.48 |
|
Comcast Corp Cl A
(CMCSA)
|
0.3 |
$464k |
|
11k |
41.97 |
|
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.3 |
$442k |
|
3.6k |
121.97 |
|
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.3 |
$441k |
|
20k |
22.66 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$435k |
-34%
|
744.00 |
584.32 |
|
Vanguard Scottsdale Fds Vng Rus2000grw
(VTWG)
|
0.3 |
$434k |
|
2.1k |
210.12 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$408k |
+18%
|
1.7k |
240.60 |
|
Republic Services
(RSG)
|
0.3 |
$406k |
|
2.0k |
205.77 |
|
Invesco Exch Trd Slf Idx Bulshs 2028 Muni
(BSMS)
|
0.3 |
$394k |
|
17k |
23.49 |
|
Ishares Tr Ibonds Dec 28
(IBMQ)
|
0.2 |
$366k |
+29%
|
14k |
25.45 |
|
Wisdomtree Tr Emg Mkts Smcap
(DGS)
|
0.2 |
$355k |
+67%
|
6.7k |
52.84 |
|
Abbvie
(ABBV)
|
0.2 |
$291k |
|
1.5k |
195.65 |
|
Schwab Strategic Tr Mun Bd Etf
(SCMB)
|
0.2 |
$289k |
+100%
|
11k |
25.95 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.2 |
$287k |
+200%
|
11k |
27.17 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.2 |
$286k |
|
2.4k |
116.99 |
|
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.2 |
$280k |
-10%
|
23k |
12.43 |
|
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.2 |
$272k |
-6%
|
4.0k |
68.72 |
|
Home Depot
(HD)
|
0.2 |
$264k |
|
636.00 |
415.17 |
|
ConocoPhillips
(COP)
|
0.2 |
$261k |
|
2.4k |
109.47 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$257k |
|
1.6k |
164.96 |
|
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.2 |
$254k |
|
2.8k |
89.51 |
|
Tesla Motors
(TSLA)
|
0.2 |
$242k |
NEW
|
1.1k |
219.16 |
|
Broadcom
(AVGO)
|
0.2 |
$236k |
+757%
|
1.3k |
182.31 |
|
Godaddy Cl A
(GDDY)
|
0.2 |
$236k |
|
1.4k |
164.07 |
|
Global X Fds Glbl X Mlp Etf
(MLPA)
|
0.1 |
$232k |
|
4.8k |
48.49 |
|
Nuveen Mun High Income Opp F
(NMZ)
|
0.1 |
$228k |
NEW
|
20k |
11.54 |
|
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.1 |
$224k |
|
2.1k |
106.52 |
|
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.1 |
$219k |
|
4.6k |
47.95 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.1 |
$217k |
|
3.9k |
55.99 |
|
Abbott Laboratories
(ABT)
|
0.1 |
$215k |
NEW
|
1.8k |
117.25 |
|