Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
23.5 |
$52M |
+7%
|
118k |
436.80 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
8.1 |
$18M |
-24%
|
307k |
58.33 |
|
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
7.7 |
$17M |
|
103k |
164.42 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
7.3 |
$16M |
-3%
|
334k |
47.90 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
7.1 |
$16M |
+15%
|
66k |
237.22 |
|
Ishares Tr Short Treas Bd
(SHV)
|
4.5 |
$9.8M |
+119%
|
89k |
110.13 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
2.8 |
$6.2M |
+3%
|
29k |
218.15 |
|
Vanguard Index Fds Value Etf
(VTV)
|
2.4 |
$5.3M |
+14%
|
35k |
149.50 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
2.1 |
$4.7M |
+12%
|
98k |
47.49 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
2.0 |
$4.3M |
+6%
|
24k |
179.97 |
|
Ea Series Trust Freedom 100 Em
(FRDM)
|
1.8 |
$4.1M |
+44%
|
123k |
32.90 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
1.8 |
$3.9M |
-9%
|
66k |
59.32 |
|
Apple
(AAPL)
|
1.8 |
$3.9M |
|
20k |
192.53 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
1.6 |
$3.5M |
+70%
|
16k |
213.33 |
|
Microsoft Corporation
(MSFT)
|
1.6 |
$3.5M |
-6%
|
9.2k |
376.06 |
|
Meta Platforms Cl A
(META)
|
1.6 |
$3.4M |
+3%
|
9.7k |
353.96 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
1.3 |
$2.8M |
|
9.3k |
303.17 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
1.1 |
$2.5M |
NEW
|
29k |
85.06 |
|
Vanguard World Esg Intl Stk Etf
(VSGX)
|
1.0 |
$2.3M |
NEW
|
41k |
55.28 |
|
Assurant
(AIZ)
|
1.0 |
$2.2M |
-5%
|
13k |
168.49 |
|
Nushares Etf Tr Nuveen Esg Us
(NUBD)
|
1.0 |
$2.1M |
NEW
|
94k |
22.26 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.9 |
$2.0M |
-4%
|
35k |
57.96 |
|
Terreno Realty Corporation
(TRNO)
|
0.9 |
$2.0M |
-17%
|
32k |
62.67 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.8 |
$1.7M |
-20%
|
42k |
41.10 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.8 |
$1.7M |
-12%
|
23k |
73.55 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.7 |
$1.5M |
+3%
|
14k |
105.43 |
|
Abbvie
(ABBV)
|
0.6 |
$1.4M |
|
8.9k |
154.97 |
|
Amazon
(AMZN)
|
0.6 |
$1.3M |
|
8.7k |
151.94 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.6 |
$1.3M |
+107%
|
5.6k |
232.66 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.6 |
$1.2M |
|
7.5k |
165.25 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.5 |
$1.2M |
NEW
|
17k |
70.35 |
|
First Ctzns Bancshares Inc N Cl A
(FCNCA)
|
0.5 |
$1.1M |
-6%
|
769.00 |
1418.97 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$1.0M |
-5%
|
2.1k |
475.27 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.5 |
$997k |
+23%
|
20k |
51.05 |
|
NVIDIA Corporation
(NVDA)
|
0.4 |
$900k |
|
1.8k |
495.22 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.4 |
$883k |
NEW
|
8.4k |
105.23 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.4 |
$852k |
+136%
|
7.6k |
111.63 |
|
Vanguard Wellington Short Trm Tax Ex
(VTES)
|
0.4 |
$803k |
+110%
|
7.9k |
101.41 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.3 |
$669k |
+31%
|
5.7k |
117.21 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.3 |
$661k |
|
10k |
64.93 |
|
Fidelity National Information Services
(FIS)
|
0.3 |
$648k |
|
11k |
60.07 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$637k |
|
1.3k |
477.49 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$536k |
|
9.5k |
56.40 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.2 |
$525k |
+108%
|
14k |
36.96 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$513k |
-17%
|
3.7k |
139.69 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$511k |
|
1.4k |
356.66 |
|
UnitedHealth
(UNH)
|
0.2 |
$478k |
|
909.00 |
526.33 |
|
Ishares Tr Esg Aware Msci
(ESML)
|
0.2 |
$477k |
NEW
|
13k |
38.01 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.2 |
$475k |
NEW
|
7.4k |
64.48 |
|
Abbott Laboratories
(ABT)
|
0.2 |
$451k |
+14%
|
4.1k |
110.06 |
|
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$439k |
|
2.6k |
170.10 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.2 |
$420k |
+92%
|
7.5k |
56.14 |
|
Tesla Motors
(TSLA)
|
0.2 |
$417k |
-4%
|
1.7k |
248.43 |
|
Cisco Systems
(CSCO)
|
0.2 |
$417k |
|
8.3k |
50.52 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.2 |
$401k |
NEW
|
3.9k |
102.88 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$374k |
|
2.7k |
140.93 |
|
Home Depot
(HD)
|
0.2 |
$373k |
-4%
|
1.1k |
346.48 |
|
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.2 |
$368k |
+7%
|
3.6k |
103.08 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.2 |
$363k |
NEW
|
4.1k |
88.36 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.2 |
$361k |
NEW
|
5.1k |
70.10 |
|
Eli Lilly & Co.
(LLY)
|
0.2 |
$355k |
|
609.00 |
582.92 |
|
McDonald's Corporation
(MCD)
|
0.2 |
$354k |
|
1.2k |
296.55 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.2 |
$344k |
-4%
|
4.4k |
77.37 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.2 |
$336k |
NEW
|
4.4k |
77.02 |
|
Netflix
(NFLX)
|
0.1 |
$328k |
|
673.00 |
486.88 |
|
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$328k |
|
549.00 |
596.60 |
|
Wisdomtree Tr Emer Mkt High Fd
(DEM)
|
0.1 |
$322k |
|
7.9k |
40.68 |
|
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.1 |
$310k |
NEW
|
6.0k |
51.27 |
|
Nextera Energy
(NEE)
|
0.1 |
$280k |
-6%
|
4.6k |
60.74 |
|
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$275k |
+10%
|
2.2k |
124.97 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$272k |
|
1.6k |
170.40 |
|
Wisdomtree Tr Itl Hdg Qtly Div
(IHDG)
|
0.1 |
$264k |
|
6.3k |
41.99 |
|
Shockwave Med
(SWAV)
|
0.1 |
$255k |
|
1.3k |
190.56 |
|
Fidelity Comwlth Tr Nasdaq Compsit
(ONEQ)
|
0.1 |
$243k |
|
4.1k |
59.24 |
|
Visa Com Cl A
(V)
|
0.1 |
$226k |
NEW
|
867.00 |
260.35 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.1 |
$225k |
NEW
|
4.3k |
52.20 |
|
Vanguard World Fds Health Car Etf
(VHT)
|
0.1 |
$219k |
NEW
|
875.00 |
250.70 |
|
Brookline Ban
(BRKL)
|
0.1 |
$201k |
|
18k |
10.91 |
|