Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
7.3 |
$22M |
+6%
|
508k |
43.72 |
|
J P Morgan Exchange Traded F Us Qualty Fctr
(JQUA)
|
7.0 |
$21M |
+3%
|
492k |
43.27 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
6.0 |
$18M |
|
116k |
155.38 |
|
J P Morgan Exchange Traded F Core Plus Bd Etf
(JCPB)
|
5.4 |
$16M |
+7%
|
365k |
44.67 |
|
J P Morgan Exchange Traded F Short Dura Core
(JSCP)
|
5.2 |
$16M |
+14%
|
347k |
45.36 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
5.0 |
$15M |
+3%
|
80k |
189.07 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
4.2 |
$13M |
+4%
|
47k |
272.31 |
|
Apple
(AAPL)
|
3.9 |
$12M |
|
70k |
171.21 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
3.6 |
$11M |
+4%
|
52k |
208.24 |
|
Ishares Tr S&p 100 Etf
(OEF)
|
3.3 |
$10M |
|
50k |
200.64 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.6 |
$8.0M |
+4%
|
22k |
358.27 |
|
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
2.6 |
$7.9M |
+4%
|
114k |
69.13 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
2.6 |
$7.9M |
+6%
|
18k |
429.42 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
2.3 |
$6.9M |
+2%
|
137k |
50.18 |
|
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
2.0 |
$6.1M |
+21%
|
67k |
89.97 |
|
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
1.5 |
$4.4M |
|
71k |
61.89 |
|
Microsoft Corporation
(MSFT)
|
1.4 |
$4.3M |
|
14k |
315.76 |
|
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
1.3 |
$4.1M |
+13%
|
41k |
100.14 |
|
Wisdomtree Tr Us Qtly Div Grt
(DGRW)
|
1.3 |
$3.9M |
|
61k |
63.49 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
1.2 |
$3.6M |
|
27k |
131.85 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
1.0 |
$3.2M |
-2%
|
66k |
47.89 |
|
Schwab Strategic Tr Schwab Fdt Us Sc
(FNDA)
|
0.9 |
$2.8M |
+5%
|
58k |
48.49 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.9 |
$2.7M |
-12%
|
36k |
75.17 |
|
Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
0.9 |
$2.7M |
-5%
|
48k |
55.97 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.9 |
$2.6M |
|
7.4k |
350.30 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.8 |
$2.5M |
+4%
|
16k |
159.49 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.8 |
$2.4M |
|
45k |
53.52 |
|
UnitedHealth
(UNH)
|
0.8 |
$2.3M |
+5%
|
4.6k |
504.19 |
|
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$2.2M |
|
15k |
145.02 |
|
Visa Com Cl A
(V)
|
0.7 |
$2.2M |
|
9.5k |
230.01 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.1M |
+23%
|
10k |
212.41 |
|
Ishares Tr U.s. Tech Etf
(IYW)
|
0.6 |
$1.9M |
+14%
|
18k |
104.92 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.6 |
$1.9M |
-9%
|
26k |
72.38 |
|
Abbott Laboratories
(ABT)
|
0.6 |
$1.9M |
|
19k |
96.85 |
|
Chevron Corporation
(CVX)
|
0.5 |
$1.7M |
+25%
|
9.8k |
168.62 |
|
CSX Corporation
(CSX)
|
0.5 |
$1.6M |
+21%
|
53k |
30.75 |
|
Mastercard Incorporated Cl A
(MA)
|
0.5 |
$1.6M |
+5%
|
3.9k |
395.91 |
|
Gibraltar Industries
(ROCK)
|
0.5 |
$1.6M |
+7%
|
23k |
67.51 |
|
Exxon Mobil Corporation
(XOM)
|
0.5 |
$1.5M |
+5%
|
13k |
117.58 |
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.5 |
$1.5M |
|
11k |
130.96 |
|
Comcast Corp Cl A
(CMCSA)
|
0.5 |
$1.4M |
|
31k |
44.34 |
|
Norfolk Southern
(NSC)
|
0.5 |
$1.4M |
+19%
|
7.1k |
196.93 |
|
Illinois Tool Works
(ITW)
|
0.4 |
$1.3M |
+2%
|
5.7k |
230.31 |
|
ConocoPhillips
(COP)
|
0.4 |
$1.3M |
+10%
|
11k |
119.80 |
|
Flexshares Tr Stox Us Esg Slct
(ESG)
|
0.4 |
$1.3M |
|
12k |
105.38 |
|
Juniper Networks
(JNPR)
|
0.4 |
$1.2M |
+3%
|
45k |
27.79 |
|
Qualcomm
(QCOM)
|
0.4 |
$1.2M |
+15%
|
11k |
111.06 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.4 |
$1.1M |
+3%
|
2.7k |
427.47 |
|
Johnson & Johnson
(JNJ)
|
0.4 |
$1.1M |
|
7.2k |
155.75 |
|
NVIDIA Corporation
(NVDA)
|
0.4 |
$1.1M |
NEW
|
2.6k |
434.99 |
|
Analog Devices
(ADI)
|
0.4 |
$1.1M |
+8%
|
6.4k |
175.09 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.4 |
$1.1M |
|
14k |
75.66 |
|
Pfizer
(PFE)
|
0.4 |
$1.1M |
|
32k |
33.17 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.3 |
$1.1M |
|
28k |
37.95 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.3 |
$1.0M |
+15%
|
16k |
65.22 |
|
Public Storage
(PSA)
|
0.3 |
$973k |
NEW
|
3.7k |
263.52 |
|
Ishares Tr Ibonds Dec2023
(IBML)
|
0.3 |
$952k |
|
37k |
25.52 |
|
Ishares Tr Ibonds Dec
(IBMM)
|
0.3 |
$952k |
|
37k |
25.69 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.3 |
$916k |
-4%
|
19k |
48.10 |
|
Pepsi
(PEP)
|
0.3 |
$900k |
|
5.3k |
169.44 |
|
Ishares Tr Ibonds Dec 25
(IBMN)
|
0.3 |
$897k |
|
34k |
26.08 |
|
Ishares Tr Ibonds Dec 26
(IBMO)
|
0.3 |
$868k |
|
35k |
24.81 |
|
Ishares Tr Intl Div Grwth
(IGRO)
|
0.3 |
$842k |
|
14k |
59.31 |
|
International Business Machines
(IBM)
|
0.3 |
$841k |
+35%
|
6.0k |
140.30 |
|
Union Pacific Corporation
(UNP)
|
0.3 |
$815k |
NEW
|
4.0k |
203.63 |
|
Ishares Tr Ibonds Dec 27
(IBMP)
|
0.3 |
$780k |
|
32k |
24.48 |
|
Phillips 66
(PSX)
|
0.3 |
$772k |
+8%
|
6.4k |
120.15 |
|
Ishares Tr Ibonds Dec 28
(IBMQ)
|
0.3 |
$769k |
+10%
|
32k |
24.41 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.3 |
$763k |
+56%
|
20k |
39.21 |
|
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.2 |
$706k |
|
14k |
50.45 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.2 |
$688k |
|
9.5k |
72.72 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$663k |
+9%
|
13k |
50.60 |
|
Amazon
(AMZN)
|
0.2 |
$608k |
|
4.8k |
127.12 |
|
Tesla Motors
(TSLA)
|
0.2 |
$600k |
|
2.4k |
250.22 |
|
Fidelity Merrimack Str Tr Total Bd Etf
(FBND)
|
0.2 |
$586k |
+50%
|
13k |
43.56 |
|
Eli Lilly & Co.
(LLY)
|
0.2 |
$575k |
|
1.1k |
537.13 |
|
Bristol Myers Squibb
(BMY)
|
0.2 |
$551k |
+14%
|
9.5k |
58.04 |
|
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.2 |
$546k |
+11%
|
2.8k |
194.77 |
|
Vaneck Etf Trust Semiconductr Etf
(SMH)
|
0.2 |
$534k |
|
3.7k |
144.98 |
|
J P Morgan Exchange Traded F High Yield Muni
|
0.2 |
$513k |
NEW
|
11k |
47.41 |
|
Oracle Corporation
(ORCL)
|
0.2 |
$494k |
|
4.7k |
105.92 |
|
Cigna Corp
(CI)
|
0.2 |
$482k |
|
1.7k |
286.07 |
|
Schlumberger Com Stk
(SLB)
|
0.2 |
$466k |
|
8.0k |
58.30 |
|
Koninklijke Philips N V Ny Regis Shs New
(PHG)
|
0.2 |
$462k |
+14%
|
23k |
19.94 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$454k |
|
3.1k |
145.86 |
|
Starbucks Corporation
(SBUX)
|
0.1 |
$448k |
+5%
|
4.9k |
91.27 |
|
Ishares Msci Emerg Mrkt
(EEMV)
|
0.1 |
$440k |
+5%
|
8.2k |
53.35 |
|
3M Company
(MMM)
|
0.1 |
$426k |
+23%
|
4.6k |
93.62 |
|
Capital Group Intl Focus Eqt Shs Creation Uni
(CGXU)
|
0.1 |
$426k |
|
20k |
21.74 |
|
General Electric Com New
(GE)
|
0.1 |
$426k |
+6%
|
3.9k |
110.55 |
|
Intel Corporation
(INTC)
|
0.1 |
$406k |
+16%
|
11k |
35.55 |
|
Autoliv
(ALV)
|
0.1 |
$399k |
|
4.1k |
96.48 |
|
Brookfield Infrast Partners Lp Int Unit
(BIP)
|
0.1 |
$397k |
|
14k |
29.40 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$372k |
|
3.6k |
103.32 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$364k |
|
798.00 |
456.64 |
|
First Tr Nas100 Eq Weighted SHS
(QQEW)
|
0.1 |
$364k |
|
3.5k |
104.00 |
|
Coca-Cola Company
(KO)
|
0.1 |
$341k |
|
6.1k |
55.98 |
|
Spdr Ser Tr Russell Yield
(ONEY)
|
0.1 |
$310k |
-34%
|
3.4k |
91.42 |
|
Ishares Tr Esg Aware Msci
(ESML)
|
0.1 |
$299k |
+43%
|
8.9k |
33.65 |
|
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.1 |
$295k |
|
5.5k |
53.56 |
|
Ishares Tr Cohen Steer Reit
(ICF)
|
0.1 |
$290k |
|
5.8k |
50.16 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$281k |
+19%
|
916.00 |
307.11 |
|
American Tower Reit
(AMT)
|
0.1 |
$276k |
|
1.7k |
164.45 |
|
Ishares Tr Us Hlthcare Etf
(IYH)
|
0.1 |
$270k |
|
1.0k |
270.07 |
|
Anheuser Busch Inbev Sa Sponsored Adr
(BUD)
|
0.1 |
$265k |
+5%
|
4.8k |
55.30 |
|
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.1 |
$264k |
|
1.2k |
224.15 |
|
Allstate Corporation
(ALL)
|
0.1 |
$258k |
NEW
|
2.3k |
111.40 |
|
Cisco Systems
(CSCO)
|
0.1 |
$256k |
NEW
|
4.8k |
53.76 |
|
Ishares Tr Morningstar Grwt
(ILCG)
|
0.1 |
$254k |
|
4.3k |
59.65 |
|
Boeing Company
(BA)
|
0.1 |
$244k |
|
1.3k |
191.68 |
|
Camtek Ord
(CAMT)
|
0.1 |
$237k |
NEW
|
3.8k |
62.26 |
|
Home Depot
(HD)
|
0.1 |
$230k |
|
762.00 |
302.35 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.1 |
$225k |
|
3.7k |
59.99 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$219k |
|
730.00 |
300.21 |
|
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.1 |
$217k |
|
4.9k |
44.23 |
|
H&R Block
(HRB)
|
0.1 |
$215k |
NEW
|
5.0k |
43.06 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.1 |
$215k |
NEW
|
1.6k |
130.86 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$214k |
|
546.00 |
392.70 |
|
Invesco Exch Traded Fd Tr Ii S&p Midcp Low
(XMLV)
|
0.1 |
$203k |
|
4.1k |
49.17 |
|
Ishares Tr Tips Bd Etf
(TIP)
|
0.1 |
$202k |
|
2.0k |
103.72 |
|
At&t
(T)
|
0.1 |
$169k |
+6%
|
11k |
15.02 |
|
Novavax Com New
(NVAX)
|
0.0 |
$72k |
NEW
|
10k |
7.24 |
|
Pimco High Income Com Shs
(PHK)
|
0.0 |
$69k |
|
16k |
4.42 |
|