Ishares Tr Core S&p Ttl Stk
(ITOT)
|
10.4 |
$15M |
|
155k |
97.84 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
9.0 |
$13M |
|
182k |
72.69 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
7.9 |
$12M |
|
248k |
46.18 |
Ishares Tr Core S&p500 Etf
(IVV)
|
5.1 |
$7.5M |
|
17k |
445.72 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
5.0 |
$7.2M |
|
148k |
48.88 |
Invesco Exchange Traded Fd T Gbl Listed Pvt
|
3.6 |
$5.2M |
|
496k |
10.52 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
3.4 |
$4.9M |
|
121k |
40.68 |
Ishares Tr Core Msci Eafe
(IEFA)
|
3.0 |
$4.4M |
|
65k |
67.50 |
Ishares Tr National Mun Etf
(MUB)
|
2.9 |
$4.2M |
|
39k |
106.73 |
Apple
(AAPL)
|
2.4 |
$3.5M |
|
18k |
193.97 |
Microsoft Corporation
(MSFT)
|
2.4 |
$3.5M |
|
10k |
340.54 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
2.3 |
$3.4M |
|
41k |
83.56 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
2.1 |
$3.0M |
|
27k |
110.48 |
Invesco Actvely Mngd Etc Optimum Yield
(PDBC)
|
1.4 |
$2.0M |
|
147k |
13.61 |
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
1.3 |
$1.9M |
|
47k |
40.19 |
NVIDIA Corporation
(NVDA)
|
1.3 |
$1.8M |
|
4.3k |
423.02 |
Amazon
(AMZN)
|
1.2 |
$1.8M |
|
14k |
130.36 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
1.2 |
$1.8M |
|
23k |
75.57 |
Spdr Ser Tr Bbg Conv Sec Etf
(CWB)
|
1.2 |
$1.7M |
|
25k |
69.95 |
Ishares Tr Core Intl Aggr
(IAGG)
|
1.1 |
$1.6M |
|
33k |
49.29 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
1.1 |
$1.6M |
|
17k |
97.95 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.1 |
$1.6M |
|
14k |
119.70 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.0 |
$1.5M |
|
4.4k |
341.00 |
Tesla Motors
(TSLA)
|
1.0 |
$1.5M |
|
5.7k |
261.77 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
1.0 |
$1.5M |
|
48k |
30.93 |
Coinbase Global Com Cl A
(COIN)
|
1.0 |
$1.4M |
|
20k |
71.55 |
Spdr Ser Tr Bloomberg Invt
(FLRN)
|
0.9 |
$1.3M |
|
43k |
30.69 |
UnitedHealth
(UNH)
|
0.9 |
$1.3M |
|
2.7k |
480.67 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.9 |
$1.3M |
|
26k |
50.22 |
Johnson & Johnson
(JNJ)
|
0.9 |
$1.3M |
|
7.8k |
165.52 |
Visa Com Cl A
(V)
|
0.9 |
$1.3M |
|
5.4k |
237.48 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.9 |
$1.3M |
|
24k |
52.43 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.9 |
$1.3M |
|
5.7k |
220.28 |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf
(BKLN)
|
0.8 |
$1.2M |
|
57k |
21.04 |
Ishares Core Msci Emkt
(IEMG)
|
0.8 |
$1.2M |
|
24k |
49.29 |
Meta Platforms Cl A
(META)
|
0.7 |
$1.0M |
|
3.6k |
286.98 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.7 |
$1.0M |
|
22k |
46.16 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.7 |
$1.0M |
|
52k |
19.53 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.6 |
$928k |
|
82k |
11.37 |
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$917k |
|
6.3k |
145.44 |
Exxon Mobil Corporation
(XOM)
|
0.6 |
$907k |
|
8.5k |
107.26 |
Procter & Gamble Company
(PG)
|
0.6 |
$879k |
|
5.8k |
151.74 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.6 |
$866k |
|
10k |
86.54 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.6 |
$825k |
|
25k |
32.54 |
Costco Wholesale Corporation
(COST)
|
0.5 |
$798k |
|
1.5k |
538.38 |
Chevron Corporation
(CVX)
|
0.5 |
$792k |
|
5.0k |
157.36 |
McDonald's Corporation
(MCD)
|
0.5 |
$769k |
|
2.6k |
298.41 |
Deere & Company
(DE)
|
0.5 |
$755k |
|
1.9k |
405.19 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.5 |
$733k |
|
15k |
49.72 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.5 |
$732k |
|
5.2k |
140.80 |
Coca-Cola Company
(KO)
|
0.5 |
$729k |
|
12k |
60.22 |
Oracle Corporation
(ORCL)
|
0.5 |
$725k |
|
6.1k |
119.09 |
Bank of America Corporation
(BAC)
|
0.5 |
$718k |
|
25k |
28.69 |
Spdr Ser Tr Bloomberg High Y
(JNK)
|
0.5 |
$693k |
|
7.5k |
92.03 |
Raytheon Technologies Corp
(RTX)
|
0.5 |
$693k |
|
7.1k |
97.96 |
Bristol Myers Squibb
(BMY)
|
0.5 |
$670k |
|
11k |
63.95 |
Honeywell International
(HON)
|
0.4 |
$651k |
|
3.1k |
207.50 |
Advanced Micro Devices
(AMD)
|
0.4 |
$647k |
|
5.7k |
113.91 |
Nextera Energy
(NEE)
|
0.4 |
$642k |
|
8.7k |
74.20 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.4 |
$611k |
|
10k |
58.98 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.4 |
$610k |
|
5.9k |
104.03 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.4 |
$587k |
|
11k |
51.70 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.4 |
$570k |
|
4.7k |
120.97 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$514k |
|
2.3k |
220.16 |
Ishares Msci Emrg Chn
(EMXC)
|
0.3 |
$422k |
|
8.1k |
51.98 |
Ishares Tr Conv Bd Etf
(ICVT)
|
0.3 |
$408k |
|
5.3k |
76.36 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.2 |
$359k |
|
1.8k |
202.72 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$348k |
|
741.00 |
468.98 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.2 |
$346k |
|
3.2k |
107.60 |
Broadcom
(AVGO)
|
0.2 |
$305k |
|
352.00 |
867.43 |
Spdr Index Shs Fds Dj Intl Rl Etf
(RWX)
|
0.2 |
$300k |
|
12k |
24.77 |
Home Depot
(HD)
|
0.2 |
$288k |
|
926.00 |
310.64 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.2 |
$252k |
|
5.0k |
50.65 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$230k |
|
585.00 |
393.30 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$227k |
|
868.00 |
261.48 |
Merck & Co
(MRK)
|
0.2 |
$223k |
|
1.9k |
115.39 |
Pepsi
(PEP)
|
0.1 |
$207k |
|
1.1k |
185.22 |
Luminar Technologies Com Cl A
(LAZR)
|
0.1 |
$152k |
|
22k |
6.88 |
Banco Santander Adr
(SAN)
|
0.0 |
$49k |
|
13k |
3.71 |