Vanguard World Fds Inf Tech Etf
(VGT)
|
8.2 |
$16M |
|
50k |
326.55 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
7.3 |
$15M |
|
53k |
273.02 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
5.9 |
$12M |
|
154k |
76.26 |
Vanguard World Fds Health Car Etf
(VHT)
|
4.8 |
$9.6M |
|
41k |
235.51 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
4.0 |
$8.0M |
|
179k |
44.66 |
Alphabet Cap Stk Cl A
(GOOGL)
|
3.7 |
$7.4M |
|
3.4k |
2187.13 |
Microsoft Corporation
(MSFT)
|
3.0 |
$5.9M |
|
23k |
256.82 |
JPMorgan Chase & Co.
(JPM)
|
2.9 |
$5.8M |
|
51k |
112.62 |
Graham Corporation
(GHM)
|
2.7 |
$5.4M |
|
9.6k |
566.87 |
Vanguard Index Fds Value Etf
(VTV)
|
2.7 |
$5.3M |
|
41k |
131.87 |
Lowe's Companies
(LOW)
|
2.5 |
$5.0M |
|
28k |
174.65 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.4 |
$4.8M |
|
13k |
377.24 |
Select Sector Spdr Tr Energy
(XLE)
|
2.1 |
$4.2M |
|
59k |
71.50 |
Liberty Broadband Corp Com Ser A
(LBRDA)
|
2.1 |
$4.2M |
|
37k |
113.55 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
2.0 |
$4.0M |
|
159k |
25.38 |
Allison Transmission Hldngs I
(ALSN)
|
1.9 |
$3.9M |
|
101k |
38.45 |
FedEx Corporation
(FDX)
|
1.7 |
$3.4M |
|
15k |
226.72 |
Johnson & Johnson
(JNJ)
|
1.7 |
$3.4M |
|
19k |
177.50 |
Raytheon Technologies Corp
(RTX)
|
1.7 |
$3.4M |
|
35k |
96.11 |
Vanguard World Fds Consum Dis Etf
(VCR)
|
1.7 |
$3.3M |
|
14k |
227.43 |
Bank of America Corporation
(BAC)
|
1.6 |
$3.2M |
|
104k |
31.13 |
Meta Platforms Cl A
(META)
|
1.6 |
$3.2M |
|
20k |
161.27 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
1.6 |
$3.2M |
|
102k |
31.45 |
Comcast Corp Cl A
(CMCSA)
|
1.6 |
$3.2M |
|
81k |
39.24 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
1.6 |
$3.1M |
|
9.0k |
346.92 |
Select Sector Spdr Tr Financial
(XLF)
|
1.6 |
$3.1M |
|
98k |
31.45 |
Bank of New York Mellon Corporation
(BK)
|
1.5 |
$3.0M |
|
73k |
41.70 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
1.5 |
$2.9M |
|
65k |
44.18 |
TJX Companies
(TJX)
|
1.4 |
$2.8M |
|
50k |
55.84 |
Fiserv
(FI)
|
1.3 |
$2.6M |
|
29k |
88.97 |
Pepsi
(PEP)
|
1.3 |
$2.6M |
|
16k |
166.69 |
Walt Disney Company
(DIS)
|
1.3 |
$2.5M |
|
27k |
94.40 |
Visa Com Cl A
(V)
|
1.2 |
$2.4M |
|
12k |
196.86 |
UnitedHealth
(UNH)
|
1.1 |
$2.2M |
|
4.4k |
513.66 |
Howard Hughes
|
1.1 |
$2.2M |
|
33k |
68.04 |
Apple
(AAPL)
|
1.0 |
$2.0M |
|
15k |
136.70 |
Micron Technology
(MU)
|
1.0 |
$2.0M |
|
36k |
55.29 |
Simon Property
(SPG)
|
0.9 |
$1.8M |
|
19k |
94.90 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.8 |
$1.7M |
|
22k |
75.28 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.8 |
$1.5M |
|
26k |
57.99 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.7 |
$1.4M |
|
19k |
76.81 |
Oracle Corporation
(ORCL)
|
0.7 |
$1.4M |
|
20k |
69.87 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.6 |
$1.3M |
|
7.4k |
169.32 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.6 |
$1.2M |
|
15k |
80.02 |
Stryker Corporation
(SYK)
|
0.6 |
$1.1M |
|
5.6k |
198.96 |
Wal-Mart Stores
(WMT)
|
0.5 |
$993k |
|
8.2k |
121.53 |
Vanguard Tax-managed Intl Van Ftse Dev Mkt
(VEA)
|
0.5 |
$915k |
|
22k |
40.80 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.4 |
$868k |
|
17k |
49.90 |
Enterprise Products Partners
(EPD)
|
0.4 |
$843k |
|
35k |
24.36 |
Amazon
(AMZN)
|
0.3 |
$628k |
|
5.9k |
106.26 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.3 |
$627k |
|
13k |
47.85 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$626k |
|
4.2k |
149.72 |
Procter & Gamble Company
(PG)
|
0.3 |
$535k |
|
3.7k |
143.78 |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
0.2 |
$432k |
|
9.0k |
47.85 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$421k |
|
11k |
40.12 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$421k |
|
4.0k |
104.75 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$374k |
|
986.00 |
379.31 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.2 |
$355k |
|
2.0k |
175.14 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.2 |
$354k |
|
7.2k |
49.21 |
Nextera Energy
(NEE)
|
0.2 |
$321k |
|
4.1k |
77.48 |
Chubb
(CB)
|
0.2 |
$318k |
|
1.6k |
196.66 |
W.R. Berkley Corporation
(WRB)
|
0.2 |
$307k |
|
4.5k |
68.24 |
Union Pacific Corporation
(UNP)
|
0.1 |
$293k |
|
1.4k |
213.25 |
Public Storage
(PSA)
|
0.1 |
$257k |
|
11k |
24.29 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$243k |
|
3.9k |
62.55 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.1 |
$237k |
|
4.7k |
50.10 |
Automatic Data Processing
(ADP)
|
0.1 |
$231k |
|
1.1k |
210.00 |
Honeywell International
(HON)
|
0.1 |
$230k |
|
1.3k |
173.85 |
Coca-Cola Bottling Co. Consolidated
(COKE)
|
0.1 |
$207k |
|
3.3k |
62.78 |
Analog Devices
(ADI)
|
0.1 |
$205k |
|
1.4k |
146.43 |