Ishares Tr Core S&p Ttl Stk
(ITOT)
|
11.3 |
$15M |
|
157k |
94.19 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
10.1 |
$13M |
|
189k |
69.78 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
8.5 |
$11M |
|
253k |
43.72 |
Ishares Tr Core S&p500 Etf
(IVV)
|
5.8 |
$7.6M |
|
18k |
429.43 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
5.1 |
$6.6M |
|
138k |
47.83 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
3.7 |
$4.8M |
|
124k |
39.21 |
Ishares Tr Core Msci Eafe
(IEFA)
|
3.2 |
$4.2M |
|
65k |
64.35 |
Microsoft Corporation
(MSFT)
|
2.3 |
$3.0M |
|
9.4k |
315.75 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
2.3 |
$3.0M |
|
28k |
106.20 |
Apple
(AAPL)
|
2.2 |
$2.9M |
|
17k |
171.21 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
1.9 |
$2.5M |
|
33k |
75.66 |
Ishares Tr National Mun Etf
(MUB)
|
1.8 |
$2.3M |
|
23k |
102.54 |
Invesco Actvely Mngd Etc Optimum Yield
(PDBC)
|
1.7 |
$2.2M |
|
147k |
14.95 |
NVIDIA Corporation
(NVDA)
|
1.4 |
$1.8M |
|
4.1k |
434.99 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
1.3 |
$1.7M |
|
23k |
75.17 |
Spdr Ser Tr Bbg Conv Sec Etf
(CWB)
|
1.3 |
$1.7M |
|
25k |
67.80 |
Ishares Tr Core Intl Aggr
(IAGG)
|
1.2 |
$1.6M |
|
33k |
48.78 |
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
1.2 |
$1.6M |
|
41k |
38.93 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.2 |
$1.6M |
|
12k |
130.86 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
1.2 |
$1.6M |
|
89k |
17.75 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
1.2 |
$1.5M |
|
16k |
94.04 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
1.1 |
$1.5M |
|
49k |
30.15 |
Coinbase Global Com Cl A
(COIN)
|
1.1 |
$1.5M |
|
20k |
75.08 |
Amazon
(AMZN)
|
1.1 |
$1.5M |
|
12k |
127.12 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.1 |
$1.4M |
|
29k |
48.10 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.1 |
$1.4M |
|
3.9k |
350.30 |
Spdr Ser Tr Bloomberg Invt
(FLRN)
|
1.0 |
$1.3M |
|
41k |
30.72 |
Tesla Motors
(TSLA)
|
0.9 |
$1.2M |
|
4.9k |
250.22 |
Ishares Core Msci Emkt
(IEMG)
|
0.9 |
$1.2M |
|
25k |
47.59 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.9 |
$1.2M |
|
5.5k |
212.41 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.9 |
$1.2M |
|
23k |
50.49 |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf
(BKLN)
|
0.9 |
$1.1M |
|
53k |
20.99 |
Meta Platforms Cl A
(META)
|
0.8 |
$1.1M |
|
3.7k |
300.21 |
Johnson & Johnson
(JNJ)
|
0.8 |
$1.1M |
|
6.8k |
155.75 |
UnitedHealth
(UNH)
|
0.8 |
$1.0M |
|
2.0k |
504.24 |
Exxon Mobil Corporation
(XOM)
|
0.7 |
$935k |
|
7.9k |
117.59 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.7 |
$921k |
|
30k |
31.01 |
Visa Com Cl A
(V)
|
0.7 |
$912k |
|
4.0k |
230.01 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.7 |
$896k |
|
82k |
10.95 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.7 |
$865k |
|
20k |
44.23 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$865k |
|
6.0k |
145.02 |
Costco Wholesale Corporation
(COST)
|
0.6 |
$811k |
|
1.4k |
564.96 |
Chevron Corporation
(CVX)
|
0.6 |
$793k |
|
4.7k |
168.63 |
Procter & Gamble Company
(PG)
|
0.6 |
$784k |
|
5.4k |
145.86 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.6 |
$775k |
|
9.4k |
82.52 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.6 |
$744k |
|
15k |
49.89 |
Spdr Ser Tr Bloomberg High Y
(JNK)
|
0.5 |
$707k |
|
7.8k |
90.40 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.5 |
$695k |
|
5.1k |
135.55 |
Oracle Corporation
(ORCL)
|
0.5 |
$645k |
|
6.1k |
105.92 |
Bank of America Corporation
(BAC)
|
0.5 |
$637k |
|
23k |
27.38 |
McDonald's Corporation
(MCD)
|
0.5 |
$629k |
|
2.4k |
263.44 |
Deere & Company
(DE)
|
0.5 |
$623k |
|
1.7k |
377.38 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$615k |
|
4.7k |
131.85 |
Coca-Cola Company
(KO)
|
0.5 |
$612k |
|
11k |
55.98 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.4 |
$580k |
|
10k |
56.47 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.4 |
$567k |
|
11k |
49.85 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$551k |
|
2.6k |
208.24 |
Spdr Index Shs Fds Dj Intl Rl Etf
(RWX)
|
0.4 |
$531k |
|
22k |
23.78 |
Boeing Company
(BA)
|
0.4 |
$489k |
|
2.6k |
191.68 |
Ishares Tr Conv Bd Etf
(ICVT)
|
0.3 |
$410k |
|
5.5k |
74.21 |
Honeywell International
(HON)
|
0.3 |
$406k |
|
2.2k |
184.74 |
Ishares Msci Emrg Chn
(EMXC)
|
0.3 |
$405k |
|
8.1k |
49.83 |
Eli Lilly & Co.
(LLY)
|
0.3 |
$401k |
|
746.00 |
537.13 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$396k |
|
3.9k |
102.85 |
Lockheed Martin Corporation
(LMT)
|
0.3 |
$363k |
|
888.00 |
408.96 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.3 |
$347k |
|
1.8k |
195.69 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.2 |
$297k |
|
2.9k |
103.70 |
Broadcom
(AVGO)
|
0.2 |
$292k |
|
351.00 |
830.58 |
Home Depot
(HD)
|
0.2 |
$263k |
|
869.00 |
302.16 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$232k |
|
586.00 |
395.91 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$214k |
|
858.00 |
249.35 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$214k |
|
1.1k |
189.07 |
Abbvie
(ABBV)
|
0.2 |
$213k |
|
1.4k |
149.08 |
Luminar Technologies Com Cl A
(LAZR)
|
0.1 |
$100k |
|
22k |
4.55 |
Banco Santander Adr
(SAN)
|
0.0 |
$46k |
|
12k |
3.76 |