|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
15.7 |
$23M |
|
365k |
62.47 |
|
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
6.5 |
$9.5M |
|
20k |
473.30 |
|
|
Microsoft Corporation
(MSFT)
|
6.4 |
$9.4M |
|
19k |
483.62 |
|
|
Ishares Core Msci Emkt
(IEMG)
|
5.5 |
$8.0M |
|
119k |
67.22 |
|
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
5.4 |
$7.8M |
|
37k |
210.34 |
|
|
Amazon
(AMZN)
|
5.1 |
$7.4M |
|
32k |
230.82 |
|
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
5.0 |
$7.2M |
|
144k |
50.29 |
|
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
4.5 |
$6.6M |
|
20k |
335.26 |
|
|
Apple
(AAPL)
|
3.1 |
$4.5M |
|
17k |
271.87 |
|
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
3.1 |
$4.5M |
|
45k |
99.88 |
|
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.9 |
$4.2M |
|
78k |
53.76 |
|
|
Vanguard Index Fds Value Etf
(VTV)
|
2.9 |
$4.2M |
|
22k |
190.99 |
|
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
2.7 |
$4.0M |
|
81k |
49.46 |
|
|
Ishares Tr Rus 1000 Etf
(IWB)
|
2.7 |
$3.9M |
|
10k |
373.44 |
|
|
Ishares Tr Msci Eafe Etf
(EFA)
|
2.6 |
$3.7M |
|
39k |
96.03 |
|
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
2.1 |
$3.1M |
|
10k |
302.11 |
|
|
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
2.0 |
$3.0M |
|
27k |
110.19 |
|
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
2.0 |
$2.9M |
|
16k |
177.37 |
|
|
Vanguard Index Fds Growth Etf
(VUG)
|
1.8 |
$2.6M |
|
5.4k |
487.86 |
|
|
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.6 |
$2.4M |
|
101k |
23.37 |
|
|
NVIDIA Corporation
(NVDA)
|
1.6 |
$2.4M |
|
13k |
186.50 |
|
|
Ishares Tr Core Intl Aggr
(IAGG)
|
1.2 |
$1.7M |
|
35k |
50.01 |
|
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
1.0 |
$1.5M |
|
57k |
26.23 |
|
|
Vanguard Admiral Fds 500 Val Idx Fd
(VOOV)
|
1.0 |
$1.5M |
|
7.2k |
204.85 |
|
|
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$1.4M |
|
4.6k |
312.97 |
|
|
Ishares Tr National Mun Etf
(MUB)
|
1.0 |
$1.4M |
|
13k |
107.11 |
|
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.9 |
$1.3M |
|
16k |
83.75 |
|
|
Vanguard Admiral Fds 500 Grth Idx F
(VOOG)
|
0.7 |
$974k |
|
2.2k |
444.59 |
|
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.6 |
$927k |
|
12k |
75.44 |
|
|
Booking Holdings
(BKNG)
|
0.6 |
$910k |
|
170.00 |
5355.33 |
|
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.6 |
$900k |
|
1.8k |
502.65 |
|
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.5 |
$755k |
|
1.00 |
754800.00 |
|
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.5 |
$735k |
|
1.2k |
627.29 |
|
|
Meta Platforms Cl A
(META)
|
0.5 |
$724k |
|
1.1k |
660.09 |
|
|
Broadcom
(AVGO)
|
0.4 |
$638k |
|
1.8k |
346.10 |
|
|
Netflix
(NFLX)
|
0.4 |
$618k |
|
6.6k |
93.76 |
|
|
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.4 |
$576k |
|
4.1k |
141.05 |
|
|
Tesla Motors
(TSLA)
|
0.4 |
$559k |
|
1.2k |
449.72 |
|
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.4 |
$555k |
|
1.8k |
313.80 |
|
|
salesforce
(CRM)
|
0.4 |
$523k |
|
2.0k |
264.91 |
|
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$485k |
|
6.5k |
74.07 |
|
|
Grayscale Bitcoin Trust Etf Shs Rep Com Ut
(GBTC)
|
0.3 |
$427k |
|
6.2k |
68.36 |
|
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$341k |
|
555.00 |
614.66 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.2 |
$334k |
|
1.1k |
303.89 |
|
|
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$322k |
|
999.00 |
322.22 |
|
|
Rocket Cos Com Cl A
(RKT)
|
0.2 |
$321k |
|
17k |
19.36 |
|
|
Eli Lilly & Co.
(LLY)
|
0.2 |
$317k |
|
295.00 |
1074.68 |
|
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.2 |
$316k |
|
1.1k |
290.22 |
|
|
Ishares Tr S&P SML 600 GWT
(IJT)
|
0.2 |
$291k |
|
2.1k |
141.16 |
|
|
Exxon Mobil Corporation
(XOM)
|
0.2 |
$241k |
|
2.0k |
120.34 |
|
|
Quantum Si Com Cl A
(QSI)
|
0.0 |
$33k |
|
30k |
1.10 |
|
|
C4 Therapeutics Com Stk
(CCCC)
|
0.0 |
$25k |
|
13k |
1.91 |
|
|
Tenaya Therapeutics
(TNYA)
|
0.0 |
$11k |
|
15k |
0.71 |
|
|
Fate Therapeutics
(FATE)
|
0.0 |
$9.9k |
|
10k |
0.98 |
|