World Gold Tr Spdr Gld Minis
(GLDM)
|
7.3 |
$32M |
|
889k |
35.88 |
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
6.9 |
$30M |
|
960k |
31.60 |
Vanguard Index Fds Growth Etf
(VUG)
|
6.5 |
$29M |
|
128k |
222.89 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
5.8 |
$26M |
|
627k |
40.75 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
4.0 |
$18M |
|
297k |
58.82 |
International Business Machines
(IBM)
|
3.8 |
$17M |
|
117k |
141.19 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
3.6 |
$16M |
|
354k |
44.19 |
Chevron Corporation
(CVX)
|
3.5 |
$16M |
|
107k |
144.78 |
Verizon Communications
(VZ)
|
3.2 |
$14M |
|
273k |
50.75 |
Dow
(DOW)
|
3.0 |
$13M |
|
254k |
51.61 |
Ishares Gold Tr Ishares New
(IAU)
|
2.5 |
$11M |
|
324k |
34.31 |
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
2.4 |
$11M |
|
494k |
21.44 |
Vanguard World Fds Utilities Etf
(VPU)
|
2.4 |
$10M |
|
68k |
152.35 |
Apple
(AAPL)
|
2.3 |
$10M |
|
74k |
136.73 |
Vanguard World Mega Cap Index
(MGC)
|
2.3 |
$9.9M |
|
75k |
131.81 |
Vanguard Index Fds Value Etf
(VTV)
|
2.3 |
$9.9M |
|
75k |
131.89 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.1 |
$9.3M |
|
25k |
377.26 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
1.8 |
$8.0M |
|
199k |
40.22 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
1.8 |
$8.0M |
|
167k |
48.00 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
1.8 |
$7.9M |
|
28k |
280.28 |
Vanguard Tax-managed Intl Van Ftse Dev Mkt
(VEA)
|
1.6 |
$7.0M |
|
172k |
40.80 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.5 |
$6.7M |
|
45k |
149.81 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
1.3 |
$5.7M |
|
62k |
91.11 |
Alphabet Cap Stk Cl C
(GOOG)
|
1.2 |
$5.1M |
|
2.4k |
2187.42 |
Vanguard Index Fds Small Cp Etf
(VB)
|
1.2 |
$5.0M |
|
29k |
176.13 |
Ishares Tr Tips Bd Etf
(TIP)
|
1.1 |
$4.9M |
|
43k |
113.91 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.1 |
$4.7M |
|
114k |
41.65 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.0 |
$4.5M |
|
91k |
49.92 |
Tesla Motors
(TSLA)
|
0.9 |
$4.0M |
|
5.9k |
673.36 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.8 |
$3.4M |
|
119k |
28.84 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.7 |
$3.2M |
|
1.5k |
2179.38 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.7 |
$3.0M |
|
8.5k |
346.84 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.6 |
$2.7M |
|
36k |
76.79 |
Mondelez Intl Cl A
(MDLZ)
|
0.6 |
$2.7M |
|
43k |
62.09 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.6 |
$2.6M |
|
15k |
172.37 |
Walgreen Boots Alliance
(WBA)
|
0.6 |
$2.5M |
|
67k |
37.90 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
0.6 |
$2.4M |
|
66k |
36.83 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.5 |
$2.4M |
|
29k |
82.78 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.5 |
$2.2M |
|
22k |
101.66 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.5 |
$2.2M |
|
57k |
38.99 |
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
0.5 |
$2.2M |
|
91k |
24.14 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.5 |
$2.1M |
|
7.7k |
273.08 |
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
0.4 |
$1.9M |
|
84k |
23.16 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.4 |
$1.9M |
|
43k |
44.34 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.4 |
$1.9M |
|
54k |
34.76 |
Exxon Mobil Corporation
(XOM)
|
0.4 |
$1.8M |
|
21k |
85.63 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.4 |
$1.7M |
|
9.1k |
188.61 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.4 |
$1.6M |
|
12k |
134.27 |
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
0.3 |
$1.5M |
|
20k |
72.42 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.3 |
$1.4M |
|
32k |
44.66 |
Walt Disney Company
(DIS)
|
0.3 |
$1.4M |
|
14k |
94.38 |
Dimensional Etf Trust Intl Core Equity
(DFIC)
|
0.3 |
$1.3M |
|
62k |
21.52 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.3 |
$1.3M |
|
20k |
62.44 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.3 |
$1.3M |
|
5.7k |
218.68 |
Dimensional Etf Trust Internatnal Val
(DFIV)
|
0.3 |
$1.2M |
|
43k |
28.88 |
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.3 |
$1.1M |
|
26k |
44.27 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.3 |
$1.1M |
|
13k |
89.07 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.2 |
$1.1M |
|
18k |
60.38 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.2 |
$1.1M |
|
12k |
92.44 |
Philip Morris International
(PM)
|
0.2 |
$1.0M |
|
10k |
98.78 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.2 |
$984k |
|
31k |
31.46 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$924k |
|
2.9k |
324.21 |
American Tower Reit
(AMT)
|
0.2 |
$921k |
|
3.6k |
255.55 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.2 |
$918k |
|
36k |
25.38 |
McDonald's Corporation
(MCD)
|
0.2 |
$905k |
|
3.7k |
246.86 |
3M Company
(MMM)
|
0.2 |
$898k |
|
6.9k |
129.47 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$814k |
|
2.1k |
379.31 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.2 |
$744k |
|
21k |
35.99 |
Crown Castle Intl
(CCI)
|
0.2 |
$744k |
|
4.4k |
168.40 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.2 |
$719k |
|
9.6k |
75.27 |
Pepsi
(PEP)
|
0.2 |
$706k |
|
4.2k |
166.59 |
Procter & Gamble Company
(PG)
|
0.2 |
$702k |
|
4.9k |
143.79 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.2 |
$685k |
|
14k |
50.15 |
Equinix
(EQIX)
|
0.2 |
$671k |
|
1.0k |
657.20 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$670k |
|
2.1k |
315.59 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$648k |
|
2.1k |
307.84 |
Prologis
(PLD)
|
0.1 |
$634k |
|
5.4k |
117.73 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$614k |
|
3.6k |
169.24 |
Nextera Energy
(NEE)
|
0.1 |
$597k |
|
7.7k |
77.45 |
Home Depot
(HD)
|
0.1 |
$594k |
|
2.2k |
274.24 |
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
0.1 |
$580k |
|
22k |
26.41 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.1 |
$541k |
|
14k |
40.08 |
Cigna Corp
(CI)
|
0.1 |
$536k |
|
2.0k |
263.65 |
Public Storage
(PSA)
|
0.1 |
$524k |
|
1.7k |
312.84 |
Dimensional Etf Trust Natl Mun Bd Etf
(DFNM)
|
0.1 |
$471k |
|
9.8k |
48.06 |
Colgate-Palmolive Company
(CL)
|
0.1 |
$469k |
|
5.9k |
80.16 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$447k |
|
9.0k |
49.94 |
Realty Income
(O)
|
0.1 |
$438k |
|
6.4k |
68.21 |
Digital Realty Trust
(DLR)
|
0.1 |
$430k |
|
3.3k |
129.75 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$412k |
|
2.4k |
168.65 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.1 |
$409k |
|
1.00 |
409000.00 |
Dimensional Etf Trust Us Small Cap Val
(DFSV)
|
0.1 |
$391k |
|
17k |
22.54 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.1 |
$377k |
|
2.7k |
137.29 |
Sba Communications Corp Cl A
(SBAC)
|
0.1 |
$374k |
|
1.2k |
320.21 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$367k |
|
2.5k |
145.06 |
Nike CL B
(NKE)
|
0.1 |
$362k |
|
3.5k |
102.29 |
Simon Property
(SPG)
|
0.1 |
$353k |
|
3.7k |
94.79 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$339k |
|
3.0k |
112.55 |
Ishares Tr Cohen Steer Reit
(ICF)
|
0.1 |
$331k |
|
5.5k |
60.72 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.1 |
$305k |
|
6.2k |
49.53 |
Te Connectivity SHS
(TEL)
|
0.1 |
$304k |
|
2.7k |
113.05 |
AvalonBay Communities
(AVB)
|
0.1 |
$304k |
|
1.6k |
194.00 |
Pfizer
(PFE)
|
0.1 |
$292k |
|
5.6k |
52.40 |
Microsoft Corporation
(MSFT)
|
0.1 |
$278k |
|
1.1k |
256.93 |
Equity Residential Sh Ben Int
(EQR)
|
0.1 |
$278k |
|
3.9k |
72.13 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$276k |
|
4.4k |
62.46 |
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
0.1 |
$269k |
|
2.9k |
91.40 |
Medtronic SHS
(MDT)
|
0.1 |
$260k |
|
2.9k |
89.59 |
Extra Space Storage
(EXR)
|
0.1 |
$254k |
|
1.5k |
169.79 |
Invitation Homes
(INVH)
|
0.1 |
$240k |
|
6.7k |
35.58 |
Duke Realty Corp Com New
|
0.1 |
$235k |
|
4.3k |
54.97 |
Alexandria Real Estate Equities
(ARE)
|
0.1 |
$233k |
|
1.6k |
145.26 |
Mid-America Apartment
(MAA)
|
0.1 |
$224k |
|
1.3k |
174.45 |
Ishares Tr Short Treas Bd
(SHV)
|
0.0 |
$212k |
|
1.9k |
110.24 |
Sun Communities
(SUI)
|
0.0 |
$211k |
|
1.3k |
159.73 |
Vici Pptys
(VICI)
|
0.0 |
$204k |
|
6.9k |
29.75 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.0 |
$204k |
|
1.4k |
143.16 |
Capstar Finl Hldgs
|
0.0 |
$196k |
|
10k |
19.60 |
Kyndryl Hldgs Common Stock
(KD)
|
0.0 |
$134k |
|
14k |
9.75 |
Casa Systems
|
0.0 |
$79k |
|
20k |
3.95 |
Homology Medicines
|
0.0 |
$73k |
|
37k |
1.98 |