|
Vanguard 500 Index Fund ETF Exchange Traded Fund
(VOO)
|
8.9 |
$32M |
+2%
|
50k |
644.86 |
|
|
JPMorgan Mortgage-Backed Securities ETF Fixed Income ETF
(JMTG)
|
8.5 |
$31M |
+5%
|
612k |
51.07 |
|
|
Avantis International Equity ETF Exchange Traded Fund
(AVDE)
|
7.0 |
$26M |
+4%
|
285k |
90.15 |
|
|
iShares Core MSCI International Exchange Traded Fund
(IDEV)
|
6.0 |
$22M |
+2%
|
248k |
88.76 |
|
|
Avantis US Large Cap Value ETF Exchange Traded Fund
(AVLV)
|
5.2 |
$19M |
+5%
|
225k |
84.61 |
|
|
Vanguard Mid-Cap Index ETF Exchange Traded Fund
(VO)
|
4.0 |
$15M |
+5%
|
48k |
302.76 |
|
|
Invesco S&P 500 Equal Weight ETF Exchange Traded Fund
(RSP)
|
3.1 |
$11M |
+8%
|
57k |
200.64 |
|
|
Dimensional World EX US Core Equity 2 ETF Exchange Traded Fund
(DFAX)
|
3.1 |
$11M |
|
309k |
36.43 |
|
|
Vanguard Value ETF Exchange Traded Fund
(VTV)
|
3.1 |
$11M |
+2%
|
55k |
202.58 |
|
|
Dimensional US Small Cap ETF Exchange Traded Fund
(DFAS)
|
3.0 |
$11M |
+7%
|
145k |
75.48 |
|
|
Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund
(SCHG)
|
2.5 |
$9.1M |
+4%
|
284k |
32.13 |
|
|
Avantis Intl Small Cap Value ETF Exchange Traded Fund
(AVDV)
|
2.5 |
$9.0M |
+7%
|
85k |
106.43 |
|
|
Avantis US Small Cap Value ETF Exchange Traded Fund
(AVUV)
|
2.4 |
$8.9M |
+4%
|
77k |
115.71 |
|
|
Dimensional US Marketwide Value ETF Exchange Traded Fund
(DFUV)
|
1.9 |
$6.8M |
|
134k |
50.48 |
|
|
Amazon Common Stock
(AMZN)
|
1.6 |
$5.9M |
|
24k |
249.70 |
|
|
Apple Common Stock
(AAPL)
|
1.6 |
$5.9M |
|
22k |
263.40 |
|
|
Berkshire Hathaway Inc Class B Common Stock
(BRK.B)
|
1.4 |
$5.3M |
+3%
|
11k |
475.12 |
|
|
Dimensional International Core Equity Market ETF Exchange Traded Fund
(DFAI)
|
1.3 |
$4.6M |
+18%
|
112k |
41.24 |
|
|
State Street SPDR S&P 500 ETF Trust Exchange Traded Fund
(SPY)
|
1.2 |
$4.5M |
|
6.3k |
701.66 |
|
|
Caterpillar Common Stock
(CAT)
|
1.2 |
$4.4M |
|
5.7k |
772.66 |
|
|
Visa Common Stock
(V)
|
1.1 |
$4.0M |
|
13k |
315.10 |
|
|
Apollo Global Management Common Stock
(APO)
|
1.0 |
$3.6M |
+2%
|
30k |
120.81 |
|
|
Alphabet Inc Capital Stock Class A Common Stock
(GOOGL)
|
0.9 |
$3.2M |
|
9.6k |
336.02 |
|
|
Microsoft Corp Common Stock
(MSFT)
|
0.8 |
$3.1M |
|
7.4k |
420.26 |
|
|
IShares Russell 1000 Growth Index Fund Exchange Traded Fund
(IWF)
|
0.8 |
$2.9M |
|
6.2k |
469.23 |
|
|
Avantis US Mid Cap Value ETF Exchange Traded Fund
(AVMV)
|
0.8 |
$2.8M |
+21%
|
37k |
76.68 |
|
|
Cambria US EW ETF Exchange Traded Fund
(USEW)
|
0.7 |
$2.7M |
NEW
|
51k |
52.05 |
|
|
Simplify MBS ETF Fixed Income ETF
(MTBA)
|
0.7 |
$2.6M |
+5%
|
53k |
49.84 |
|
|
J P Morgan Chase & Co Common Stock
(JPM)
|
0.7 |
$2.5M |
|
8.0k |
309.95 |
|
|
WisdomTree U.S. Value Fund Exchange Traded Fund
(WTV)
|
0.6 |
$2.2M |
+78%
|
22k |
97.44 |
|
|
Oracle Corp Common Stock
(ORCL)
|
0.6 |
$2.2M |
-4%
|
12k |
178.34 |
|
|
Blackstone Common Stock
(BX)
|
0.6 |
$2.1M |
|
16k |
128.13 |
|
|
IShares Russell MidCap Growth Exchange Traded Fund
(IWP)
|
0.6 |
$2.1M |
|
15k |
135.07 |
|
|
Vanguard FTSE Developed Markets Index Fund ETF Exchange Traded Fund
(VEA)
|
0.6 |
$2.0M |
|
30k |
68.63 |
|
|
Exxon Mobil Corp Common Stock
(XOM)
|
0.6 |
$2.0M |
|
13k |
151.98 |
|
|
Mastercard Common Stock
(MA)
|
0.5 |
$1.9M |
+15%
|
3.6k |
518.54 |
|
|
Elm Market Navigator ETF Exchange Traded Fund
(ELM)
|
0.5 |
$1.8M |
+101%
|
65k |
28.35 |
|
|
CSX Corp Common Stock
(CSX)
|
0.5 |
$1.7M |
|
41k |
42.72 |
|
|
Bank of America Corp Common Stock
(BAC)
|
0.4 |
$1.5M |
-2%
|
29k |
53.51 |
|
|
Uber Technologies Common Stock
(UBER)
|
0.4 |
$1.4M |
+5%
|
19k |
76.48 |
|
|
iShares S&P 500 Growth ETF Exchange Traded Fund
(IVW)
|
0.4 |
$1.4M |
|
11k |
126.58 |
|
|
ASML Holding NV Int'l Common Stock
(ASML)
|
0.4 |
$1.4M |
|
976.00 |
1410.83 |
|
|
KKR & Company Common Stock
(KKR)
|
0.4 |
$1.4M |
|
13k |
102.02 |
|
|
AbbVie Common Stock
(ABBV)
|
0.4 |
$1.3M |
|
6.4k |
208.99 |
|
|
Meta Platforms Common Stock
(META)
|
0.4 |
$1.3M |
-2%
|
2.0k |
676.87 |
|
|
West Pharmaceutical Services Common Stock
(WST)
|
0.3 |
$1.3M |
|
4.7k |
269.81 |
|
|
Pepsico Common Stock
(PEP)
|
0.3 |
$1.3M |
|
8.0k |
158.38 |
|
|
IShares National Muni Bond ETF Fixed Income ETF
(MUB)
|
0.3 |
$1.3M |
-5%
|
12k |
106.98 |
|
|
Sherwin Williams Common Stock
(SHW)
|
0.3 |
$1.2M |
|
3.7k |
333.34 |
|
|
Union Pacific Corp Common Stock
(UNP)
|
0.3 |
$1.2M |
|
4.8k |
251.07 |
|
|
Vanguard Growth Vipers Fund ETF Exchange Traded Fund
(VUG)
|
0.3 |
$1.2M |
|
2.4k |
486.50 |
|
|
IShares Russell 2000 Growth Fund Exchange Traded Fund
(IWO)
|
0.3 |
$1.1M |
|
3.2k |
348.67 |
|
|
Wells Fargo & Co Common Stock
(WFC)
|
0.3 |
$1.1M |
-6%
|
14k |
81.25 |
|
|
Alphabet Inc Cap Stk Class C Common Stock
(GOOG)
|
0.3 |
$1.1M |
|
3.2k |
332.77 |
|
|
Eli Lilly & Co Common Stock
(LLY)
|
0.3 |
$1.0M |
-7%
|
1.2k |
903.99 |
|
|
Vanguard High Dividend Yield ETF Exchange Traded Fund
(VYM)
|
0.3 |
$1.0M |
|
6.7k |
153.83 |
|
|
Expedia Group Common Stock
(EXPE)
|
0.3 |
$1.0M |
|
4.0k |
254.43 |
|
|
Walt Disney Co/The Common Stock
(DIS)
|
0.3 |
$1.0M |
-4%
|
9.7k |
103.90 |
|
|
Johnson & Johnson Common Stock
(JNJ)
|
0.3 |
$1.0M |
-2%
|
4.3k |
234.54 |
|
|
Cummins Common Stock
(CMI)
|
0.3 |
$974k |
|
1.6k |
608.89 |
|
|
Dimensional US Core Equity Market ETF Exchange Traded Fund
(DFAU)
|
0.3 |
$941k |
|
19k |
48.48 |
|
|
TJX Companies Common Stock
(TJX)
|
0.3 |
$928k |
-3%
|
5.9k |
157.48 |
|
|
Chevron Corp Common Stock
(CVX)
|
0.2 |
$913k |
|
4.9k |
188.15 |
|
|
Ishares Core MSCI EAFE ETF Exchange Traded Fund
(IEFA)
|
0.2 |
$899k |
+2%
|
9.4k |
96.18 |
|
|
IShares Core S&P Mid-Cap ETF Exchange Traded Fund
(IJH)
|
0.2 |
$876k |
|
12k |
71.49 |
|
|
Danaher Corp Common Stock
(DHR)
|
0.2 |
$876k |
|
4.5k |
193.78 |
|
|
Philip Morris International Common Stock
(PM)
|
0.2 |
$852k |
|
5.5k |
156.24 |
|
|
IShares Core S&P 500 ETF Exchange Traded Fund
(IVV)
|
0.2 |
$806k |
-2%
|
1.1k |
704.74 |
|
|
Vornado Realty Trust Common Stock
(VNO)
|
0.2 |
$803k |
+74%
|
28k |
28.39 |
|
|
Long Pond Real Estate Select ETF Exchange Traded Fund
(LPRE)
|
0.2 |
$798k |
NEW
|
29k |
27.87 |
|
|
O'Reilly Automotive Common Stock
(ORLY)
|
0.2 |
$781k |
-4%
|
8.4k |
92.71 |
|
|
Travelers Companies Common Stock
(TRV)
|
0.2 |
$757k |
|
2.5k |
298.84 |
|
|
Cisco Systems Common Stock
(CSCO)
|
0.2 |
$716k |
|
8.5k |
84.50 |
|
|
Coca-Cola Company Common Stock
(KO)
|
0.2 |
$674k |
|
9.0k |
75.18 |
|
|
Starbucks Corporation Common Stock
(SBUX)
|
0.2 |
$643k |
|
6.5k |
98.36 |
|
|
Broadcom Common Stock
(AVGO)
|
0.2 |
$627k |
|
1.6k |
398.47 |
|
|
Monster Beverage Common Stock
(MNST)
|
0.2 |
$626k |
|
8.3k |
75.36 |
|
|
Americold Realty Trust Common Stock
(COLD)
|
0.2 |
$625k |
NEW
|
50k |
12.40 |
|
|
Procter & Gamble Common Stock
(PG)
|
0.2 |
$611k |
|
4.3k |
143.11 |
|
|
Lockheed Martin Corp Common Stock
(LMT)
|
0.2 |
$603k |
|
993.00 |
607.49 |
|
|
Simon Property Group Common Stock
(SPG)
|
0.2 |
$582k |
|
2.9k |
201.35 |
|
|
Vanguard Small-Cap Value ETF Exchange Traded Fund
(VBR)
|
0.2 |
$574k |
|
2.5k |
228.26 |
|
|
IShares Msci Eafe Index Fund Exchange Traded Fund
(EFA)
|
0.2 |
$566k |
|
5.5k |
103.01 |
|
|
Fair Isaac Corp Common Stock
(FICO)
|
0.2 |
$559k |
NEW
|
522.00 |
1069.93 |
|
|
Campbell's Company Common Stock
(CPB)
|
0.2 |
$554k |
+42%
|
27k |
20.94 |
|
|
Bristol Myers Squibb Common Stock
(BMY)
|
0.1 |
$542k |
|
9.2k |
58.96 |
|
|
International Business Machines Common Stock
(IBM)
|
0.1 |
$534k |
|
2.1k |
251.00 |
|
|
Lowes Companies Common Stock
(LOW)
|
0.1 |
$513k |
-3%
|
2.1k |
242.42 |
|
|
Pool Corporation Common Stock
(POOL)
|
0.1 |
$510k |
NEW
|
2.3k |
225.64 |
|
|
WisdomTree U.S. SmallCap Quality Dividend Exchange Traded Fund
(DGRS)
|
0.1 |
$501k |
+3%
|
9.1k |
55.29 |
|
|
General Electric Common Stock
(GE)
|
0.1 |
$496k |
|
1.7k |
298.29 |
|
|
IShares MSCI Emerging Markets Exchange Traded Fund
(EEM)
|
0.1 |
$490k |
|
7.8k |
62.45 |
|
|
WalMart Common Stock
(WMT)
|
0.1 |
$486k |
|
3.9k |
124.82 |
|
|
SPDR Gold Trust Exchange Traded Fund
(GLD)
|
0.1 |
$484k |
|
1.1k |
440.08 |
|
|
WisdomTree US Quality Dividend Growth ETF Exchange Traded Fund
(DGRW)
|
0.1 |
$477k |
|
5.1k |
92.82 |
|
|
Phillips 66 Common Stock
(PSX)
|
0.1 |
$471k |
|
2.9k |
163.33 |
|
|
General Dynamics Corp Common Stock
(GD)
|
0.1 |
$471k |
|
1.4k |
334.92 |
|
|
Electronic Arts Common Stock
(EA)
|
0.1 |
$463k |
|
2.3k |
203.37 |
|
|
Dollar Tree Common Stock
(DLTR)
|
0.1 |
$462k |
|
4.6k |
99.93 |
|
|
Home Depot Common Stock
(HD)
|
0.1 |
$460k |
|
1.4k |
337.15 |
|
|
American Electric Power Common Stock
(AEP)
|
0.1 |
$454k |
|
3.4k |
134.56 |
|
|
UnitedHealth Group Common Stock
(UNH)
|
0.1 |
$439k |
-11%
|
1.4k |
316.40 |
|
|
Black Hills Corp Common Stock
(BKH)
|
0.1 |
$421k |
|
5.5k |
76.83 |
|
|
Thermo Fisher Scientific Common Stock
(TMO)
|
0.1 |
$420k |
|
813.00 |
516.00 |
|
|
Nextera Energy Common Stock
(NEE)
|
0.1 |
$418k |
|
4.5k |
91.83 |
|
|
McDonalds Corp Common Stock
(MCD)
|
0.1 |
$411k |
|
1.3k |
306.96 |
|
|
GE Vernova Common Stock
(GEV)
|
0.1 |
$410k |
|
419.00 |
978.32 |
|
|
Armstrong World Industries Common Stock
(AWI)
|
0.1 |
$410k |
-5%
|
2.4k |
173.57 |
|
|
Vanguard Real Estate ETF Exchange Traded Fund
(VNQ)
|
0.1 |
$382k |
|
4.0k |
95.16 |
|
|
Marathon Petroleum Corp Common Stock
(MPC)
|
0.1 |
$373k |
|
1.6k |
226.24 |
|
|
Hingham Institution For Saving Common Stock
(HIFS)
|
0.1 |
$370k |
|
1.2k |
300.80 |
|
|
Abbott Laboratories Common Stock
(ABT)
|
0.1 |
$370k |
|
3.9k |
95.47 |
|
|
Dollar General Common Stock
(DG)
|
0.1 |
$366k |
|
3.0k |
123.47 |
|
|
NVIDIA Corp Common Stock
(NVDA)
|
0.1 |
$359k |
-15%
|
1.8k |
198.35 |
|
|
Servicenow Common Stock
(NOW)
|
0.1 |
$357k |
|
3.7k |
96.44 |
|
|
Air Products & Chemicials Common Stock
(APD)
|
0.1 |
$350k |
|
1.2k |
297.24 |
|
|
Qnity Electronics Common Stock
(Q)
|
0.1 |
$349k |
NEW
|
2.7k |
131.30 |
|
|
RTX Corporation Common Stock
(RTX)
|
0.1 |
$346k |
-4%
|
1.8k |
195.85 |
|
|
State Street SPDR Dow Jones Industrial Average ETF Exchange Traded Fund
(DIA)
|
0.1 |
$342k |
|
705.00 |
485.63 |
|
|
Deere & Co Common Stock
(DE)
|
0.1 |
$339k |
|
581.00 |
584.19 |
|
|
Cencora Common Stock
(COR)
|
0.1 |
$322k |
|
1.0k |
322.37 |
|
|
Conocophillips Common Stock
(COP)
|
0.1 |
$313k |
|
2.6k |
121.57 |
|
|
Steven Madden Common Stock
(SHOO)
|
0.1 |
$310k |
|
8.1k |
38.25 |
|
|
Emerson Electric Common Stock
(EMR)
|
0.1 |
$295k |
|
2.1k |
140.37 |
|
|
Cardinal Health Common Stock
(CAH)
|
0.1 |
$288k |
|
1.4k |
213.10 |
|
|
Yum Brands Common Stock
(YUM)
|
0.1 |
$287k |
|
1.8k |
159.52 |
|
|
Cohen & Steers Common Stock
(CNS)
|
0.1 |
$283k |
NEW
|
4.4k |
64.64 |
|
|
Xcel Energy Common Stock
(XEL)
|
0.1 |
$276k |
|
3.4k |
81.05 |
|
|
Automatic Data Processing Common Stock
(ADP)
|
0.1 |
$263k |
+3%
|
1.3k |
200.39 |
|
|
Huntington Bancshares Common Stock
(HBAN)
|
0.1 |
$263k |
|
16k |
16.57 |
|
|
Merck and Common Stock
(MRK)
|
0.1 |
$251k |
|
2.2k |
115.46 |
|
|
Vanguard International High Dividend Yield ETF Exchange Traded Fund
(VYMI)
|
0.1 |
$248k |
|
2.5k |
99.11 |
|
|
Waste Management Common Stock
(WM)
|
0.1 |
$247k |
|
1.1k |
224.08 |
|
|
Ebay Common Stock
(EBAY)
|
0.1 |
$246k |
-5%
|
2.4k |
101.96 |
|
|
Cognizant Technology Solutions Corp Common Stock
(CTSH)
|
0.1 |
$242k |
|
4.0k |
60.53 |
|
|
Blackrock Common Stock
(BLK)
|
0.1 |
$231k |
|
225.00 |
1024.95 |
|
|
Salesforce Common Stock
(CRM)
|
0.1 |
$229k |
|
1.3k |
181.22 |
|
|
Target Corp Common Stock
(TGT)
|
0.1 |
$225k |
NEW
|
1.8k |
123.91 |
|
|
iShares Gold Trust Exchange Traded Fund
(IAU)
|
0.1 |
$223k |
|
2.5k |
90.16 |
|
|
Sempra Energy Common Stock
(SRE)
|
0.1 |
$222k |
|
2.3k |
95.79 |
|
|
Evergy Common Stock
(EVRG)
|
0.1 |
$221k |
NEW
|
2.7k |
82.00 |
|
|
Invesco S&P Spin-Off ETF Exchange Traded Fund
(CSD)
|
0.1 |
$219k |
NEW
|
1.8k |
124.08 |
|
|
Invesco QQQ Trust Series 1 ETF Exchange Traded Fund
(QQQ)
|
0.1 |
$208k |
-16%
|
325.00 |
640.47 |
|
|
Dimensional California Municipal Bond ETF Fixed Income ETF
(DFCA)
|
0.1 |
$208k |
+2%
|
4.1k |
50.12 |
|
|
Valero Energy Corp Common Stock
(VLO)
|
0.1 |
$204k |
NEW
|
842.00 |
241.74 |
|
|
Portillo's Common Stock
(PTLO)
|
0.0 |
$56k |
NEW
|
10k |
5.59 |
|
|
Envirochem Common Stock
|
0.0 |
$2.750000 |
|
28k |
0.00 |
|