|
Vanguard 500 Index Fund ETF Exchange Traded Fund
(VOO)
|
9.2 |
$31M |
+16%
|
49k |
627.13 |
|
|
JPMorgan Mortgage-Backed Securities ETF Fixed Income ETF
(JMTG)
|
8.9 |
$30M |
|
581k |
51.06 |
|
|
Avantis International Equity ETF Exchange Traded Fund
(AVDE)
|
6.7 |
$23M |
|
273k |
82.32 |
|
|
iShares Core MSCI International Exchange Traded Fund
(IDEV)
|
6.0 |
$20M |
|
241k |
82.48 |
|
|
Avantis US Large Cap Value ETF Exchange Traded Fund
(AVLV)
|
4.8 |
$16M |
|
214k |
75.77 |
|
|
Vanguard Mid-Cap Index ETF Exchange Traded Fund
(VO)
|
4.0 |
$13M |
|
46k |
290.22 |
|
|
Vanguard Value ETF Exchange Traded Fund
(VTV)
|
3.1 |
$10M |
|
54k |
190.99 |
|
|
Dimensional World EX US Core Equity 2 ETF Exchange Traded Fund
(DFAX)
|
3.0 |
$10M |
|
309k |
32.73 |
|
|
Invesco S&P 500 Equal Weight ETF Exchange Traded Fund
(RSP)
|
3.0 |
$10M |
|
52k |
191.56 |
|
|
Dimensional US Small Cap ETF Exchange Traded Fund
(DFAS)
|
2.8 |
$9.4M |
+2%
|
135k |
69.67 |
|
|
Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund
(SCHG)
|
2.7 |
$8.9M |
|
272k |
32.62 |
|
|
Avantis US Small Cap Value ETF Exchange Traded Fund
(AVUV)
|
2.3 |
$7.5M |
|
74k |
101.98 |
|
|
Avantis Intl Small Cap Value ETF Exchange Traded Fund
(AVDV)
|
2.2 |
$7.4M |
+16%
|
79k |
93.97 |
|
|
Dimensional US Marketwide Value ETF Exchange Traded Fund
(DFUV)
|
1.9 |
$6.3M |
|
134k |
46.59 |
|
|
Apple Common Stock
(AAPL)
|
1.8 |
$6.1M |
|
23k |
271.86 |
|
|
Amazon Common Stock
(AMZN)
|
1.6 |
$5.4M |
|
24k |
230.82 |
|
|
Berkshire Hathaway Inc Class B Common Stock
(BRK.B)
|
1.6 |
$5.4M |
|
11k |
502.65 |
|
|
Visa Common Stock
(V)
|
1.3 |
$4.5M |
|
13k |
350.71 |
|
|
State Street SPDR S&P 500 ETF Trust Exchange Traded Fund
(SPY)
|
1.3 |
$4.3M |
+7%
|
6.3k |
681.92 |
|
|
Apollo Global Management Common Stock
(APO)
|
1.3 |
$4.2M |
|
29k |
144.76 |
|
|
Dimensional International Core Equity Market ETF Exchange Traded Fund
(DFAI)
|
1.1 |
$3.6M |
+4%
|
95k |
38.11 |
|
|
Microsoft Corp Common Stock
(MSFT)
|
1.1 |
$3.5M |
|
7.3k |
483.62 |
|
|
Caterpillar Common Stock
(CAT)
|
1.0 |
$3.2M |
|
5.7k |
572.87 |
|
|
Alphabet Inc Capital Stock Class A Common Stock
(GOOGL)
|
0.9 |
$3.0M |
|
9.7k |
313.00 |
|
|
IShares Russell 1000 Growth Index Fund Exchange Traded Fund
(IWF)
|
0.9 |
$3.0M |
-10%
|
6.3k |
473.30 |
|
|
J P Morgan Chase & Co Common Stock
(JPM)
|
0.8 |
$2.6M |
-3%
|
8.1k |
322.22 |
|
|
Blackstone Common Stock
(BX)
|
0.8 |
$2.5M |
|
16k |
154.14 |
|
|
Simplify MBS ETF Fixed Income ETF
(MTBA)
|
0.8 |
$2.5M |
+21%
|
50k |
50.41 |
|
|
Oracle Corp Common Stock
(ORCL)
|
0.7 |
$2.5M |
|
13k |
194.91 |
|
|
Avantis US Mid Cap Value ETF Exchange Traded Fund
(AVMV)
|
0.6 |
$2.2M |
+10%
|
30k |
71.20 |
|
|
IShares Russell MidCap Growth Exchange Traded Fund
(IWP)
|
0.6 |
$2.1M |
|
15k |
136.94 |
|
|
Vanguard FTSE Developed Markets Index Fund ETF Exchange Traded Fund
(VEA)
|
0.6 |
$1.8M |
|
29k |
62.47 |
|
|
Mastercard Common Stock
(MA)
|
0.5 |
$1.8M |
|
3.1k |
570.88 |
|
|
KKR & Company Common Stock
(KKR)
|
0.5 |
$1.7M |
|
14k |
127.48 |
|
|
Bank of America Corp Common Stock
(BAC)
|
0.5 |
$1.6M |
|
29k |
55.00 |
|
|
Exxon Mobil Corp Common Stock
(XOM)
|
0.5 |
$1.6M |
-37%
|
13k |
120.34 |
|
|
AbbVie Common Stock
(ABBV)
|
0.4 |
$1.5M |
|
6.4k |
228.49 |
|
|
CSX Corp Common Stock
(CSX)
|
0.4 |
$1.5M |
|
41k |
36.25 |
|
|
Uber Technologies Common Stock
(UBER)
|
0.4 |
$1.5M |
+4%
|
18k |
81.71 |
|
|
iShares S&P 500 Growth ETF Exchange Traded Fund
(IVW)
|
0.4 |
$1.4M |
|
11k |
123.26 |
|
|
Eli Lilly & Co Common Stock
(LLY)
|
0.4 |
$1.4M |
|
1.3k |
1074.68 |
|
|
IShares National Muni Bond ETF Fixed Income ETF
(MUB)
|
0.4 |
$1.3M |
|
13k |
107.11 |
|
|
Wells Fargo & Co Common Stock
(WFC)
|
0.4 |
$1.3M |
-56%
|
14k |
93.20 |
|
|
Meta Platforms Common Stock
(META)
|
0.4 |
$1.3M |
|
2.0k |
660.09 |
|
|
West Pharmaceutical Services Common Stock
(WST)
|
0.4 |
$1.3M |
|
4.7k |
275.14 |
|
|
Sherwin Williams Common Stock
(SHW)
|
0.4 |
$1.2M |
|
3.7k |
324.03 |
|
|
Vanguard Growth Vipers Fund ETF Exchange Traded Fund
(VUG)
|
0.4 |
$1.2M |
-28%
|
2.4k |
487.86 |
|
|
WisdomTree U.S. Value Fund Exchange Traded Fund
(WTV)
|
0.3 |
$1.2M |
+43%
|
13k |
93.30 |
|
|
Expedia Group Common Stock
(EXPE)
|
0.3 |
$1.2M |
|
4.1k |
283.31 |
|
|
Pepsico Common Stock
(PEP)
|
0.3 |
$1.2M |
|
8.0k |
143.52 |
|
|
Walt Disney Co/The Common Stock
(DIS)
|
0.3 |
$1.2M |
|
10k |
113.77 |
|
|
Union Pacific Corp Common Stock
(UNP)
|
0.3 |
$1.1M |
|
4.9k |
231.32 |
|
|
ASML Holding NV Int'l Common Stock
(ASML)
|
0.3 |
$1.0M |
|
979.00 |
1069.86 |
|
|
Danaher Corp Common Stock
(DHR)
|
0.3 |
$1.0M |
|
4.5k |
228.92 |
|
|
IShares Russell 2000 Growth Fund Exchange Traded Fund
(IWO)
|
0.3 |
$1.0M |
|
3.2k |
323.01 |
|
|
Alphabet Inc Cap Stk Class C Common Stock
(GOOG)
|
0.3 |
$1.0M |
|
3.2k |
313.80 |
|
|
Vanguard High Dividend Yield ETF Exchange Traded Fund
(VYM)
|
0.3 |
$960k |
|
6.7k |
143.52 |
|
|
TJX Companies Common Stock
(TJX)
|
0.3 |
$943k |
|
6.1k |
153.61 |
|
|
Dimensional US Core Equity Market ETF Exchange Traded Fund
(DFAU)
|
0.3 |
$911k |
|
20k |
46.80 |
|
|
Johnson & Johnson Common Stock
(JNJ)
|
0.3 |
$904k |
|
4.4k |
206.95 |
|
|
Elm Market Navigator ETF Exchange Traded Fund
(ELM)
|
0.3 |
$878k |
+219%
|
32k |
27.25 |
|
|
Philip Morris International Common Stock
(PM)
|
0.3 |
$876k |
|
5.5k |
160.40 |
|
|
Ishares Core MSCI EAFE ETF Exchange Traded Fund
(IEFA)
|
0.2 |
$820k |
|
9.2k |
89.46 |
|
|
Cummins Common Stock
(CMI)
|
0.2 |
$817k |
|
1.6k |
510.45 |
|
|
IShares Core S&P Mid-Cap ETF Exchange Traded Fund
(IJH)
|
0.2 |
$809k |
|
12k |
66.00 |
|
|
O'Reilly Automotive Common Stock
(ORLY)
|
0.2 |
$806k |
|
8.8k |
91.21 |
|
|
IShares Core S&P 500 ETF Exchange Traded Fund
(IVV)
|
0.2 |
$805k |
+161%
|
1.2k |
684.94 |
|
|
Chevron Corp Common Stock
(CVX)
|
0.2 |
$744k |
|
4.9k |
152.41 |
|
|
Travelers Companies Common Stock
(TRV)
|
0.2 |
$739k |
|
2.5k |
290.06 |
|
|
Cisco Systems Common Stock
(CSCO)
|
0.2 |
$658k |
|
8.5k |
77.03 |
|
|
International Business Machines Common Stock
(IBM)
|
0.2 |
$642k |
|
2.2k |
296.21 |
|
|
Monster Beverage Common Stock
(MNST)
|
0.2 |
$637k |
|
8.3k |
76.67 |
|
|
Coca-Cola Company Common Stock
(KO)
|
0.2 |
$627k |
|
9.0k |
69.91 |
|
|
Procter & Gamble Common Stock
(PG)
|
0.2 |
$623k |
|
4.3k |
143.31 |
|
|
Dollar Tree Common Stock
(DLTR)
|
0.2 |
$578k |
|
4.7k |
123.01 |
|
|
Servicenow Common Stock
(NOW)
|
0.2 |
$568k |
+400%
|
3.7k |
153.19 |
|
|
Starbucks Corporation Common Stock
(SBUX)
|
0.2 |
$558k |
|
6.6k |
84.21 |
|
|
Broadcom Common Stock
(AVGO)
|
0.2 |
$545k |
|
1.6k |
346.10 |
|
|
Simon Property Group Common Stock
(SPG)
|
0.2 |
$543k |
|
2.9k |
185.11 |
|
|
Vornado Realty Trust Common Stock
(VNO)
|
0.2 |
$540k |
+3%
|
16k |
33.28 |
|
|
Vanguard Small-Cap Value ETF Exchange Traded Fund
(VBR)
|
0.2 |
$532k |
|
2.5k |
211.79 |
|
|
Lowes Companies Common Stock
(LOW)
|
0.2 |
$528k |
|
2.2k |
241.16 |
|
|
IShares Msci Eafe Index Fund Exchange Traded Fund
(EFA)
|
0.2 |
$528k |
+113%
|
5.5k |
96.03 |
|
|
Campbell's Company Common Stock
(CPB)
|
0.2 |
$519k |
NEW
|
19k |
27.87 |
|
|
UnitedHealth Group Common Stock
(UNH)
|
0.2 |
$518k |
+2%
|
1.6k |
330.11 |
|
|
General Electric Common Stock
(GE)
|
0.2 |
$512k |
|
1.7k |
308.03 |
|
|
Bristol Myers Squibb Common Stock
(BMY)
|
0.1 |
$496k |
|
9.2k |
53.94 |
|
|
Abbott Laboratories Common Stock
(ABT)
|
0.1 |
$486k |
|
3.9k |
125.29 |
|
|
Lockheed Martin Corp Common Stock
(LMT)
|
0.1 |
$480k |
|
993.00 |
483.67 |
|
|
Armstrong World Industries Common Stock
(AWI)
|
0.1 |
$477k |
|
2.5k |
191.10 |
|
|
General Dynamics Corp Common Stock
(GD)
|
0.1 |
$474k |
|
1.4k |
336.66 |
|
|
Thermo Fisher Scientific Common Stock
(TMO)
|
0.1 |
$471k |
|
813.00 |
579.45 |
|
|
Home Depot Common Stock
(HD)
|
0.1 |
$470k |
|
1.4k |
344.10 |
|
|
Electronic Arts Common Stock
(EA)
|
0.1 |
$465k |
|
2.3k |
204.33 |
|
|
WisdomTree US Quality Dividend Growth ETF Exchange Traded Fund
(DGRW)
|
0.1 |
$462k |
|
5.2k |
89.43 |
|
|
WalMart Common Stock
(WMT)
|
0.1 |
$439k |
-12%
|
3.9k |
111.41 |
|
|
SPDR Gold Trust Exchange Traded Fund
(GLD)
|
0.1 |
$436k |
-37%
|
1.1k |
396.31 |
|
|
WisdomTree U.S. SmallCap Quality Dividend Exchange Traded Fund
(DGRS)
|
0.1 |
$436k |
NEW
|
8.8k |
49.62 |
|
|
IShares MSCI Emerging Markets Exchange Traded Fund
(EEM)
|
0.1 |
$429k |
|
7.8k |
54.71 |
|
|
McDonalds Corp Common Stock
(MCD)
|
0.1 |
$410k |
|
1.3k |
305.63 |
|
|
NVIDIA Corp Common Stock
(NVDA)
|
0.1 |
$398k |
+8%
|
2.1k |
186.50 |
|
|
Dollar General Common Stock
(DG)
|
0.1 |
$393k |
|
3.0k |
132.77 |
|
|
American Electric Power Common Stock
(AEP)
|
0.1 |
$389k |
|
3.4k |
115.31 |
|
|
Black Hills Corp Common Stock
(BKH)
|
0.1 |
$381k |
|
5.5k |
69.42 |
|
|
Phillips 66 Common Stock
(PSX)
|
0.1 |
$379k |
|
2.9k |
129.04 |
|
|
Nextera Energy Common Stock
(NEE)
|
0.1 |
$365k |
-7%
|
4.5k |
80.28 |
|
|
Vanguard Real Estate ETF Exchange Traded Fund
(VNQ)
|
0.1 |
$356k |
|
4.0k |
88.49 |
|
|
Hingham Institution For Saving Common Stock
(HIFS)
|
0.1 |
$349k |
|
1.2k |
283.96 |
|
|
SPDR Dow Jones Indl Average Exchange Traded Fund
(DIA)
|
0.1 |
$339k |
|
705.00 |
480.57 |
|
|
RTX Corporation Common Stock
(RTX)
|
0.1 |
$338k |
|
1.8k |
183.40 |
|
|
Cencora Common Stock
(COR)
|
0.1 |
$338k |
|
1.0k |
337.75 |
|
|
Steven Madden Common Stock
(SHOO)
|
0.1 |
$337k |
|
8.1k |
41.64 |
|
|
Cognizant Technology Solutions Corp Common Stock
(CTSH)
|
0.1 |
$332k |
|
4.0k |
83.00 |
|
|
Salesforce Common Stock
(CRM)
|
0.1 |
$330k |
+3%
|
1.2k |
264.91 |
|
|
Automatic Data Processing Common Stock
(ADP)
|
0.1 |
$328k |
+6%
|
1.3k |
257.23 |
|
|
Air Products & Chemicials Common Stock
(APD)
|
0.1 |
$291k |
|
1.2k |
247.02 |
|
|
Emerson Electric Common Stock
(EMR)
|
0.1 |
$279k |
|
2.1k |
132.72 |
|
|
Cardinal Health Common Stock
(CAH)
|
0.1 |
$279k |
|
1.4k |
205.50 |
|
|
Huntington Bancshares Common Stock
(HBAN)
|
0.1 |
$275k |
|
16k |
17.35 |
|
|
Deere & Co Common Stock
(DE)
|
0.1 |
$275k |
|
590.00 |
465.57 |
|
|
GE Vernova Common Stock
(GEV)
|
0.1 |
$274k |
|
419.00 |
653.57 |
|
|
Yum Brands Common Stock
(YUM)
|
0.1 |
$272k |
|
1.8k |
151.28 |
|
|
Marathon Petroleum Corp Common Stock
(MPC)
|
0.1 |
$269k |
|
1.7k |
162.63 |
|
|
Xcel Energy Common Stock
(XEL)
|
0.1 |
$251k |
|
3.4k |
73.86 |
|
|
Adobe Systems Common Stock
(ADBE)
|
0.1 |
$245k |
|
700.00 |
349.99 |
|
|
Blackrock Common Stock
(BLK)
|
0.1 |
$244k |
|
228.00 |
1070.34 |
|
|
Waste Management Common Stock
(WM)
|
0.1 |
$242k |
|
1.1k |
219.71 |
|
|
Conocophillips Common Stock
(COP)
|
0.1 |
$241k |
|
2.6k |
93.61 |
|
|
Invesco QQQ Trust Series 1 ETF Exchange Traded Fund
(QQQ)
|
0.1 |
$240k |
|
391.00 |
614.31 |
|
|
Qualcomm Common Stock
(QCOM)
|
0.1 |
$239k |
|
1.4k |
171.05 |
|
|
Capital One Financial Corp Common Stock
(COF)
|
0.1 |
$232k |
|
955.00 |
242.36 |
|
|
Merck and Common Stock
(MRK)
|
0.1 |
$228k |
NEW
|
2.2k |
105.26 |
|
|
Vanguard International High Dividend Yield ETF Exchange Traded Fund
(VYMI)
|
0.1 |
$225k |
|
2.5k |
90.00 |
|
|
Ebay Common Stock
(EBAY)
|
0.1 |
$222k |
|
2.6k |
87.10 |
|
|
Wayfair Common Stock
(W)
|
0.1 |
$206k |
NEW
|
2.1k |
100.41 |
|
|
Sempra Energy Common Stock
(SRE)
|
0.1 |
$205k |
|
2.3k |
88.29 |
|
|
Dimensional California Municipal Bond ETF Fixed Income ETF
(DFCA)
|
0.1 |
$203k |
-50%
|
4.0k |
50.08 |
|
|
iShares Gold Trust Exchange Traded Fund
(IAU)
|
0.1 |
$201k |
-43%
|
2.5k |
81.17 |
|
|
Envirochem Common Stock
|
0.0 |
$2.750000 |
|
28k |
0.00 |
|