Vanguard World Fds Inf Tech Etf
(VGT)
|
8.3 |
$21M |
|
45k |
458.18 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
7.3 |
$18M |
|
61k |
298.99 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
4.6 |
$11M |
|
99k |
113.83 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
4.2 |
$10M |
|
128k |
81.26 |
Alphabet Cap Stk Cl A
(GOOGL)
|
4.1 |
$10M |
|
3.6k |
2893.52 |
JPMorgan Chase & Co.
(JPM)
|
3.4 |
$8.5M |
|
54k |
158.35 |
Vanguard World Fds Health Car Etf
(VHT)
|
3.3 |
$8.3M |
|
31k |
266.42 |
Microsoft Corporation
(MSFT)
|
3.1 |
$7.8M |
|
23k |
336.34 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
2.9 |
$7.1M |
|
43k |
163.75 |
Vanguard World Fds Consum Dis Etf
(VCR)
|
2.6 |
$6.4M |
|
19k |
340.68 |
Meta Platforms Cl A
(META)
|
2.5 |
$6.3M |
|
19k |
336.34 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.5 |
$6.2M |
|
13k |
474.96 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
2.4 |
$6.0M |
|
156k |
38.70 |
Liberty Broadband Corp Com Ser A
(LBRDA)
|
2.4 |
$5.9M |
|
37k |
160.90 |
Graham Corporation
(GHM)
|
2.3 |
$5.7M |
|
9.1k |
629.86 |
Bank of America Corporation
(BAC)
|
2.3 |
$5.6M |
|
126k |
44.49 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
2.2 |
$5.5M |
|
13k |
436.57 |
Lowe's Companies
(LOW)
|
2.2 |
$5.5M |
|
23k |
237.37 |
Bank of New York Mellon Corporation
(BK)
|
2.0 |
$4.9M |
|
84k |
58.08 |
Vanguard Index Fds Value Etf
(VTV)
|
1.7 |
$4.3M |
|
30k |
147.12 |
Comcast Corp Cl A
(CMCSA)
|
1.7 |
$4.3M |
|
86k |
50.33 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
1.7 |
$4.3M |
|
146k |
29.62 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
1.7 |
$4.2M |
|
37k |
113.02 |
Select Sector Spdr Tr Financial
(XLF)
|
1.7 |
$4.2M |
|
107k |
39.05 |
Walt Disney Company
(DIS)
|
1.5 |
$3.7M |
|
24k |
154.89 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
1.3 |
$3.3M |
|
36k |
92.77 |
Allison Transmission Hldngs I
(ALSN)
|
1.3 |
$3.3M |
|
91k |
36.35 |
Store Capital Corp reit
|
1.3 |
$3.2M |
|
94k |
34.40 |
Select Sector Spdr Tr Energy
(XLE)
|
1.2 |
$3.1M |
|
55k |
55.50 |
Micron Technology
(MU)
|
1.2 |
$3.1M |
|
33k |
93.15 |
Johnson & Johnson
(JNJ)
|
1.2 |
$2.9M |
|
17k |
171.06 |
Pepsi
(PEP)
|
1.2 |
$2.9M |
|
17k |
173.73 |
Simon Property
(SPG)
|
1.1 |
$2.8M |
|
17k |
159.80 |
FedEx Corporation
(FDX)
|
1.1 |
$2.8M |
|
11k |
258.60 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.9 |
$2.3M |
|
27k |
84.74 |
UnitedHealth
(UNH)
|
0.9 |
$2.3M |
|
4.6k |
502.06 |
Apple
(AAPL)
|
0.9 |
$2.3M |
|
13k |
177.54 |
Fiserv
(FI)
|
0.9 |
$2.2M |
|
21k |
103.81 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.8 |
$2.1M |
|
26k |
80.81 |
Raytheon Technologies Corp
(RTX)
|
0.8 |
$2.0M |
|
23k |
86.04 |
Howard Hughes
|
0.8 |
$1.9M |
|
19k |
101.78 |
Oracle Corporation
(ORCL)
|
0.7 |
$1.7M |
|
20k |
87.19 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.5 |
$1.2M |
|
24k |
51.06 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.5 |
$1.2M |
|
23k |
53.92 |
Wal-Mart Stores
(WMT)
|
0.5 |
$1.2M |
|
8.1k |
144.65 |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
0.4 |
$1.1M |
|
20k |
52.84 |
Amazon
(AMZN)
|
0.4 |
$1.1M |
|
317.00 |
3334.38 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.4 |
$1.1M |
|
4.7k |
222.36 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.4 |
$1.0M |
|
19k |
54.90 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.4 |
$882k |
|
3.3k |
264.47 |
Chubb
(CB)
|
0.3 |
$867k |
|
4.5k |
193.40 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$820k |
|
7.6k |
107.32 |
Enterprise Products Partners
(EPD)
|
0.3 |
$790k |
|
36k |
21.97 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$765k |
|
4.3k |
178.91 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.3 |
$697k |
|
14k |
50.83 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.2 |
$582k |
|
2.3k |
254.59 |
Procter & Gamble Company
(PG)
|
0.2 |
$528k |
|
3.2k |
163.57 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$521k |
|
11k |
48.86 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$470k |
|
986.00 |
476.67 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.2 |
$421k |
|
6.9k |
60.86 |
Nextera Energy
(NEE)
|
0.2 |
$387k |
|
4.1k |
93.43 |
Union Pacific Corporation
(UNP)
|
0.1 |
$346k |
|
1.4k |
251.82 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$334k |
|
4.2k |
78.79 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.1 |
$274k |
|
5.3k |
51.40 |
Automatic Data Processing
(ADP)
|
0.1 |
$271k |
|
1.1k |
246.36 |
Home Depot
(HD)
|
0.1 |
$263k |
|
633.00 |
415.48 |
W.R. Berkley Corporation
(WRB)
|
0.1 |
$257k |
|
3.1k |
82.32 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.1 |
$256k |
|
4.0k |
63.60 |
United Parcel Service CL B
(UPS)
|
0.1 |
$248k |
|
1.2k |
214.35 |
Analog Devices
(ADI)
|
0.1 |
$246k |
|
1.4k |
175.71 |
Honeywell International
(HON)
|
0.1 |
$205k |
|
984.00 |
208.33 |