Vanguard World Fds Inf Tech Etf
(VGT)
|
7.4 |
$18M |
|
44k |
401.29 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
7.2 |
$17M |
|
63k |
272.93 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
4.4 |
$11M |
|
101k |
104.03 |
Alphabet Cap Stk Cl A
(GOOGL)
|
4.1 |
$9.9M |
|
3.7k |
2665.68 |
JPMorgan Chase & Co.
(JPM)
|
3.7 |
$8.9M |
|
54k |
163.69 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
3.1 |
$7.3M |
|
89k |
82.41 |
Vanguard World Fds Health Car Etf
(VHT)
|
3.1 |
$7.3M |
|
30k |
247.14 |
Microsoft Corporation
(MSFT)
|
3.0 |
$7.1M |
|
25k |
281.93 |
Facebook Cl A
(META)
|
2.7 |
$6.5M |
|
19k |
339.37 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
2.7 |
$6.5M |
|
44k |
148.09 |
Liberty Broadband Corp Com Ser A
(LBRDA)
|
2.7 |
$6.4M |
|
38k |
168.35 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
2.5 |
$6.1M |
|
65k |
94.41 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
2.5 |
$6.0M |
|
156k |
38.70 |
Vanguard World Fds Consum Dis Etf
(VCR)
|
2.5 |
$5.9M |
|
19k |
309.99 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.4 |
$5.7M |
|
13k |
429.11 |
Graham Corporation
(GHM)
|
2.3 |
$5.4M |
|
9.1k |
589.17 |
Bank of America Corporation
(BAC)
|
2.2 |
$5.3M |
|
126k |
42.45 |
Bank of New York Mellon Corporation
(BK)
|
2.0 |
$4.9M |
|
94k |
51.84 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
2.0 |
$4.8M |
|
12k |
394.37 |
Comcast Corp Cl A
(CMCSA)
|
2.0 |
$4.8M |
|
86k |
55.93 |
Lowe's Companies
(LOW)
|
2.0 |
$4.7M |
|
23k |
202.88 |
Select Sector Spdr Tr Financial
(XLF)
|
1.9 |
$4.6M |
|
122k |
37.53 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
1.9 |
$4.5M |
|
43k |
103.86 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
1.8 |
$4.3M |
|
141k |
30.48 |
Vanguard Index Fds Value Etf
(VTV)
|
1.7 |
$4.1M |
|
30k |
135.38 |
Walt Disney Company
(DIS)
|
1.7 |
$4.0M |
|
24k |
169.18 |
Allison Transmission Hldngs I
(ALSN)
|
1.3 |
$3.2M |
|
90k |
35.32 |
Store Capital Corp reit
|
1.3 |
$3.0M |
|
95k |
32.03 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
1.2 |
$2.9M |
|
12k |
241.70 |
Select Sector Spdr Tr Energy
(XLE)
|
1.2 |
$2.9M |
|
55k |
52.09 |
Johnson & Johnson
(JNJ)
|
1.1 |
$2.7M |
|
17k |
161.52 |
Pepsi
(PEP)
|
1.0 |
$2.5M |
|
17k |
150.42 |
Simon Property
(SPG)
|
1.0 |
$2.4M |
|
18k |
129.96 |
Micron Technology
(MU)
|
1.0 |
$2.3M |
|
32k |
70.98 |
Fiserv
(FI)
|
0.9 |
$2.2M |
|
20k |
108.50 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.9 |
$2.2M |
|
26k |
85.46 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.9 |
$2.1M |
|
26k |
81.93 |
FedEx Corporation
(FDX)
|
0.9 |
$2.0M |
|
9.3k |
219.33 |
Raytheon Technologies Corp
(RTX)
|
0.8 |
$1.9M |
|
22k |
85.95 |
Apple
(AAPL)
|
0.8 |
$1.8M |
|
13k |
141.54 |
UnitedHealth
(UNH)
|
0.8 |
$1.8M |
|
4.6k |
390.68 |
Oracle Corporation
(ORCL)
|
0.7 |
$1.7M |
|
20k |
87.12 |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
0.7 |
$1.7M |
|
32k |
53.28 |
Howard Hughes
|
0.7 |
$1.7M |
|
19k |
87.79 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.7 |
$1.6M |
|
30k |
54.26 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.5 |
$1.2M |
|
24k |
50.48 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.5 |
$1.1M |
|
19k |
61.38 |
Wal-Mart Stores
(WMT)
|
0.5 |
$1.1M |
|
8.1k |
139.36 |
Chubb
(CB)
|
0.5 |
$1.1M |
|
6.5k |
173.43 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.4 |
$1.1M |
|
20k |
54.77 |
Amazon
(AMZN)
|
0.4 |
$1.0M |
|
317.00 |
3283.91 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.4 |
$991k |
|
4.5k |
218.86 |
Enterprise Products Partners
(EPD)
|
0.4 |
$875k |
|
40k |
21.65 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.4 |
$872k |
|
17k |
51.19 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$724k |
|
4.3k |
169.32 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$700k |
|
6.5k |
107.56 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.2 |
$540k |
|
2.3k |
236.22 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$518k |
|
10k |
50.39 |
Procter & Gamble Company
(PG)
|
0.2 |
$451k |
|
3.2k |
139.72 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$425k |
|
986.00 |
431.03 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.2 |
$365k |
|
6.9k |
52.56 |
Nextera Energy
(NEE)
|
0.1 |
$333k |
|
4.2k |
78.41 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$331k |
|
4.2k |
78.08 |
Union Pacific Corporation
(UNP)
|
0.1 |
$269k |
|
1.4k |
195.78 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.1 |
$255k |
|
4.0k |
63.35 |
W.R. Berkley Corporation
(WRB)
|
0.1 |
$241k |
|
3.3k |
73.05 |
Analog Devices
(ADI)
|
0.1 |
$234k |
|
1.4k |
167.14 |
Home Depot
(HD)
|
0.1 |
$222k |
|
675.00 |
328.89 |
Automatic Data Processing
(ADP)
|
0.1 |
$220k |
|
1.1k |
200.00 |
United Parcel Service CL B
(UPS)
|
0.1 |
$211k |
|
1.2k |
182.37 |
Honeywell International
(HON)
|
0.1 |
$209k |
|
984.00 |
212.40 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$208k |
|
2.1k |
100.14 |