Dimensional U.s. Targeted Value Mutual Funds
(DFAT)
|
20.5 |
$101M |
|
1.8M |
55.66 |
|
Dimensional U.s. Marketwide Val Mutual Funds
(DFUV)
|
15.2 |
$75M |
|
1.8M |
40.92 |
|
Dimensional U.s. Core Equity 2 Mutual Funds
(DFAC)
|
8.5 |
$42M |
|
1.2M |
34.59 |
|
Vanguard S&p 500 Mutual Funds
(VOO)
|
5.7 |
$28M |
|
52k |
538.81 |
|
Apple Computer Equities
(AAPL)
|
4.6 |
$23M |
+21%
|
90k |
250.42 |
|
Vanguard Mid-cap Etf Mutual Funds
(VO)
|
3.9 |
$19M |
+12%
|
72k |
264.13 |
|
SPDR S&P 500 Mutual Funds
(SPY)
|
3.7 |
$18M |
|
31k |
586.08 |
|
Live Oak Bancshares Equities
(LOB)
|
2.7 |
$13M |
|
331k |
39.55 |
|
Vanguard Small-cap Etf Mutual Funds
(VB)
|
2.5 |
$12M |
+19%
|
51k |
240.28 |
|
Dfa Dimensional Intl Core Equit Mutual Funds
(DFIC)
|
2.1 |
$10M |
+25%
|
390k |
25.84 |
|
Dimensional World Ex U.s. Core Mutual Funds
(DFAX)
|
2.0 |
$9.7M |
|
390k |
24.86 |
|
Vanguard Ftse Developed Mkts Et Mutual Funds
(VEA)
|
1.8 |
$8.8M |
+14%
|
184k |
47.82 |
|
Microsoft Corporation Equities
(MSFT)
|
1.7 |
$8.2M |
+27%
|
19k |
421.50 |
|
Vanguard Growth Etf Mutual Funds
(VUG)
|
1.4 |
$6.9M |
+109%
|
17k |
410.43 |
|
Berkshire Hathaway Inc Delcl B Equities
(BRK.B)
|
1.0 |
$5.2M |
-2%
|
11k |
453.28 |
|
Ishares S&p Midcap 400 Mutual Funds
(IJH)
|
1.0 |
$5.1M |
|
82k |
62.31 |
|
Vanguard Value Etf Mutual Funds
(VTV)
|
1.0 |
$5.0M |
+42%
|
30k |
169.30 |
|
Dfa U.s. Small Cap Value Etf Mutual Funds
(DFSV)
|
1.0 |
$4.9M |
+15%
|
158k |
30.78 |
|
Vanguard Ftse Emerging Markets Mutual Funds
(VWO)
|
1.0 |
$4.8M |
+60%
|
109k |
44.04 |
|
Ncino Equities
(NCNO)
|
0.9 |
$4.4M |
|
132k |
33.58 |
|
Ishares Core S&p 500 Mutual Funds
(IVV)
|
0.8 |
$3.9M |
|
6.6k |
588.68 |
|
Ishares Russell 2000 Mutual Funds
(IWM)
|
0.7 |
$3.6M |
|
16k |
220.96 |
|
Amazon.com Equities
(AMZN)
|
0.7 |
$3.2M |
+25%
|
15k |
219.39 |
|
Dfa Dimensional Emerging Mkts C Mutual Funds
(DFEM)
|
0.7 |
$3.2M |
+20%
|
123k |
26.19 |
|
Royal Bank Of Canada Equities
(RY)
|
0.6 |
$3.0M |
|
25k |
120.51 |
|
Merck & Co Inc Newcom Equities
(MRK)
|
0.5 |
$2.6M |
|
26k |
99.48 |
|
Vanguard Small Cap Growth Etf Mutual Funds
(VBK)
|
0.5 |
$2.4M |
+90%
|
8.4k |
280.06 |
|
Visa Equities
(V)
|
0.5 |
$2.3M |
+40%
|
7.3k |
316.04 |
|
Wal-mart Stores Equities
(WMT)
|
0.5 |
$2.3M |
-2%
|
25k |
90.35 |
|
Ishares Russell 1000 Growth Mutual Funds
(IWF)
|
0.5 |
$2.2M |
-9%
|
5.6k |
401.58 |
|
Alphabet Inc Cl C Equities
(GOOG)
|
0.4 |
$2.0M |
+22%
|
11k |
190.44 |
|
First Citizens Cl A Equities
(FCNCA)
|
0.4 |
$2.0M |
+136%
|
947.00 |
2113.02 |
|
Vanguard Small Cap Value Etf Mutual Funds
(VBR)
|
0.4 |
$1.8M |
+82%
|
8.8k |
198.18 |
|
Taiwan Semiconductor Equities
(TSM)
|
0.4 |
$1.8M |
+232%
|
8.9k |
197.49 |
|
Exxon Mobil Corp Equities
(XOM)
|
0.3 |
$1.5M |
|
14k |
107.57 |
|
Lowes Companies Equities
(LOW)
|
0.3 |
$1.5M |
|
6.0k |
246.80 |
|
Home Depot Equities
(HD)
|
0.3 |
$1.4M |
-3%
|
3.7k |
388.99 |
|
Johnson & Johnson Equities
(JNJ)
|
0.3 |
$1.4M |
+5%
|
9.7k |
144.62 |
|
J.p. Morgan Chase & Equities
(JPM)
|
0.3 |
$1.4M |
-11%
|
5.7k |
239.71 |
|
Ishares Msci Eafe Small Cap Mutual Funds
(SCZ)
|
0.3 |
$1.3M |
|
21k |
60.75 |
|
Accenture Equities
(ACN)
|
0.3 |
$1.3M |
|
3.6k |
351.79 |
|
F.n.b. Corp Equities
(FNB)
|
0.3 |
$1.3M |
|
86k |
14.78 |
|
Dfa Dimensional Global Real Est Mutual Funds
(DFGR)
|
0.3 |
$1.2M |
+32%
|
48k |
25.54 |
|
Procter & Gamble Equities
(PG)
|
0.2 |
$1.2M |
|
7.3k |
167.65 |
|
Unitedhealth Grp Equities
(UNH)
|
0.2 |
$1.2M |
-7%
|
2.4k |
505.86 |
|
Truist Financial Ord Equities
(TFC)
|
0.2 |
$1.2M |
+7%
|
27k |
43.38 |
|
Ishares Russell 1000 Value Mutual Funds
(IWD)
|
0.2 |
$1.1M |
|
6.1k |
185.13 |
|
Ibm Corp. Equities
(IBM)
|
0.2 |
$1.1M |
|
5.0k |
219.83 |
|
Duke Energy Corp Equities
(DUK)
|
0.2 |
$1.1M |
|
10k |
107.74 |
|
Meta Platforms Inc. Cl A Equities
(META)
|
0.2 |
$1.1M |
-6%
|
1.8k |
585.51 |
|
General Elec Equities
(GE)
|
0.2 |
$985k |
|
5.9k |
166.76 |
|
Abbvie Equities
(ABBV)
|
0.2 |
$983k |
|
5.5k |
177.67 |
|
Abbott Laboratories Equities
(ABT)
|
0.2 |
$983k |
-5%
|
8.7k |
113.11 |
|
Alphabet Inc Cl A Equities
(GOOGL)
|
0.2 |
$955k |
+35%
|
5.0k |
189.30 |
|
Broadcom Equities
(AVGO)
|
0.2 |
$900k |
|
3.9k |
231.84 |
|
Nvidia Corp Equities
(NVDA)
|
0.2 |
$894k |
|
6.7k |
134.29 |
|
Automatic Data Pro Equities
(ADP)
|
0.2 |
$887k |
|
3.0k |
292.73 |
|
Pepsico Equities
(PEP)
|
0.2 |
$838k |
-2%
|
5.5k |
152.06 |
|
Ishares S&p 500 Barra Value Mutual Funds
(IVE)
|
0.2 |
$800k |
|
4.2k |
190.88 |
|
Sonoco Products Equities
(SON)
|
0.2 |
$794k |
+11%
|
16k |
48.85 |
|
Pfizer Equities
(PFE)
|
0.2 |
$768k |
+6%
|
29k |
26.53 |
|
Mcdonalds Corp Equities
(MCD)
|
0.1 |
$730k |
-3%
|
2.5k |
289.89 |
|
Analog Devices Equities
(ADI)
|
0.1 |
$716k |
|
3.4k |
212.46 |
|
Paychex Equities
(PAYX)
|
0.1 |
$645k |
|
4.6k |
140.22 |
|
Ishares Msci Eafe Mutual Funds
(EFA)
|
0.1 |
$632k |
+99%
|
8.4k |
75.61 |
|
Ishares S&p 500 Growth Mutual Funds
(IVW)
|
0.1 |
$612k |
|
6.0k |
101.53 |
|
Ishares Msci Emerging Mkts Smal Mutual Funds
(EEMS)
|
0.1 |
$604k |
|
10k |
58.14 |
|
Ishares Russell Mid-cap Etf Mutual Funds
(IWR)
|
0.1 |
$520k |
-34%
|
5.9k |
88.40 |
|
Bank Of America Corp Equities
(BAC)
|
0.1 |
$519k |
+2%
|
12k |
43.95 |
|
Becton, Dickinson Equities
(BDX)
|
0.1 |
$500k |
|
2.2k |
226.87 |
|
Canadian Natl Rr Equities
(CNI)
|
0.1 |
$494k |
|
4.9k |
101.51 |
|
Vanguard Ftse All World Sc Etf Mutual Funds
(VSS)
|
0.1 |
$489k |
|
4.3k |
114.48 |
|
Costco Whsl Corp Equities
(COST)
|
0.1 |
$482k |
-8%
|
526.00 |
916.27 |
|
Lilly Eli & Co. Equities
(LLY)
|
0.1 |
$479k |
|
620.00 |
772.00 |
|
Target Corp. Equities
(TGT)
|
0.1 |
$476k |
|
3.5k |
135.18 |
|
Oracle Corp Equities
(ORCL)
|
0.1 |
$456k |
+29%
|
2.7k |
166.64 |
|
Cisco Systems Equities
(CSCO)
|
0.1 |
$420k |
|
7.1k |
59.20 |
|
Spdr Portfolio Large Cap Etf Mutual Funds
(SPLG)
|
0.1 |
$419k |
|
6.1k |
68.94 |
|
State Street Corp Equities
(STT)
|
0.1 |
$404k |
|
4.1k |
98.15 |
|
Chipotle Mexican Grill Equities
(CMG)
|
0.1 |
$404k |
-10%
|
6.7k |
60.30 |
|
Parker Hannifin Corp Equities
(PH)
|
0.1 |
$404k |
|
635.00 |
636.03 |
|
Badger Meter Equities
(BMI)
|
0.1 |
$394k |
NEW
|
1.9k |
212.12 |
|
American Express Equities
(AXP)
|
0.1 |
$388k |
-11%
|
1.3k |
296.79 |
|
Ishares Core Us Aggregate Bond Mutual Funds
(AGG)
|
0.1 |
$384k |
+6%
|
4.0k |
96.90 |
|
Mastercard Equities
(MA)
|
0.1 |
$379k |
-20%
|
720.00 |
526.57 |
|
Air Prods & Chems Equities
(APD)
|
0.1 |
$376k |
|
1.3k |
290.04 |
|
Illinois Tool Works Equities
(ITW)
|
0.1 |
$364k |
|
1.4k |
253.56 |
|
Sysco Corp Equities
(SYY)
|
0.1 |
$360k |
-16%
|
4.7k |
76.46 |
|
Invesco Qqq Trust Series 1 Mutual Funds
(QQQ)
|
0.1 |
$357k |
|
698.00 |
511.23 |
|
Southern Equities
(SO)
|
0.1 |
$355k |
|
4.3k |
82.32 |
|
Kimberly-clark Equities
(KMB)
|
0.1 |
$351k |
+11%
|
2.7k |
131.04 |
|
Waste Management Equities
(WM)
|
0.1 |
$349k |
-10%
|
1.7k |
201.79 |
|
Coca Cola Equities
(KO)
|
0.1 |
$340k |
-13%
|
5.5k |
62.26 |
|
Disney Walt Equities
(DIS)
|
0.1 |
$335k |
|
3.0k |
111.35 |
|
Autodesk Equities
(ADSK)
|
0.1 |
$323k |
NEW
|
1.1k |
295.57 |
|
Investors Title Company Equities
(ITIC)
|
0.1 |
$323k |
NEW
|
1.4k |
236.76 |
|
Tg Therapeutics Equities
(TGTX)
|
0.1 |
$319k |
|
11k |
30.10 |
|
Ishares Core Msci Emerging Mark Mutual Funds
(IEMG)
|
0.1 |
$317k |
+10%
|
6.1k |
52.22 |
|
Charles Schwab Corp Equities
(SCHW)
|
0.1 |
$303k |
-18%
|
4.1k |
74.01 |
|
Vulcan Materials Equities
(VMC)
|
0.1 |
$296k |
-8%
|
1.2k |
257.23 |
|
Cms Energy Corp Equities
(CMS)
|
0.1 |
$294k |
|
4.4k |
66.65 |
|
Tjx Cos Equities
(TJX)
|
0.1 |
$293k |
|
2.4k |
120.81 |
|
General Dynamics Equities
(GD)
|
0.1 |
$288k |
+2%
|
1.1k |
263.49 |
|
Hilton Worldwide Hldgs Wi Equities
(HLT)
|
0.1 |
$288k |
-6%
|
1.2k |
247.16 |
|
Schwab Us Large Cap Growth Etf Mutual Funds
(SCHG)
|
0.1 |
$277k |
+300%
|
9.9k |
27.87 |
|
Manulife Finl Corp Equities
(MFC)
|
0.1 |
$272k |
|
8.9k |
30.71 |
|
General Mills Equities
(GIS)
|
0.1 |
$268k |
|
4.2k |
63.77 |
|
Chevron Corp Equities
(CVX)
|
0.1 |
$261k |
NEW
|
1.8k |
144.84 |
|
Danaher Corp Equities
(DHR)
|
0.1 |
$259k |
-15%
|
1.1k |
229.55 |
|
L3harris Technologies Equities
(LHX)
|
0.1 |
$254k |
|
1.2k |
210.28 |
|
Ishares Core Msci Eafe Mutual Funds
(IEFA)
|
0.1 |
$254k |
|
3.6k |
70.28 |
|
3m Corporation Equities
(MMM)
|
0.1 |
$248k |
|
1.9k |
129.09 |
|
Nextera Energy Inccom Equities
(NEE)
|
0.1 |
$246k |
|
3.4k |
71.69 |
|
Cme Group Equities
(CME)
|
0.0 |
$240k |
|
1.0k |
232.23 |
|
Adobe Sys Equities
(ADBE)
|
0.0 |
$227k |
-13%
|
511.00 |
444.68 |
|
Ishares Core S&p Small Cap Mutual Funds
(IJR)
|
0.0 |
$223k |
-22%
|
1.9k |
115.22 |
|
Ishares Russell 2000 Growth Mutual Funds
(IWO)
|
0.0 |
$223k |
|
775.00 |
287.82 |
|
Equifax Equities
(EFX)
|
0.0 |
$219k |
-10%
|
859.00 |
254.85 |
|
Ishares S&p Small-cap 600 Value Mutual Funds
(IJS)
|
0.0 |
$209k |
|
1.9k |
108.61 |
|
Angi Homeservices Equities
(ANGI)
|
0.0 |
$85k |
+98%
|
51k |
1.66 |
|