Vanguard World Fds Inf Tech Etf
(VGT)
|
7.8 |
$16M |
|
49k |
319.41 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
7.1 |
$14M |
|
46k |
308.90 |
Vanguard World Fds Health Car Etf
(VHT)
|
5.0 |
$10M |
|
40k |
248.05 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
5.0 |
$10M |
|
133k |
75.19 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
4.0 |
$7.9M |
|
175k |
45.15 |
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
3.4 |
$6.8M |
|
116k |
58.48 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
3.2 |
$6.4M |
|
129k |
49.49 |
JPMorgan Chase & Co.
(JPM)
|
3.2 |
$6.3M |
|
47k |
134.10 |
Select Sector Spdr Tr Energy
(XLE)
|
3.1 |
$6.2M |
|
70k |
87.47 |
Microsoft Corporation
(MSFT)
|
3.1 |
$6.2M |
|
26k |
239.82 |
Alphabet Cap Stk Cl A
(GOOGL)
|
2.8 |
$5.6M |
|
63k |
88.71 |
Lowe's Companies
(LOW)
|
2.8 |
$5.5M |
|
28k |
199.24 |
Vanguard Index Fds Value Etf
(VTV)
|
2.7 |
$5.5M |
|
39k |
140.37 |
Graham Corporation
(GHM)
|
2.6 |
$5.2M |
|
8.5k |
604.21 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.4 |
$4.8M |
|
13k |
382.43 |
TJX Companies
(TJX)
|
2.0 |
$4.0M |
|
51k |
79.60 |
Allison Transmission Hldngs I
(ALSN)
|
2.0 |
$4.0M |
|
96k |
41.60 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
2.0 |
$4.0M |
|
168k |
23.67 |
Raytheon Technologies Corp
(RTX)
|
1.8 |
$3.7M |
|
36k |
100.92 |
Johnson & Johnson
(JNJ)
|
1.8 |
$3.6M |
|
20k |
176.65 |
Bank of America Corporation
(BAC)
|
1.7 |
$3.4M |
|
102k |
33.12 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
1.6 |
$3.2M |
|
9.0k |
351.34 |
Fiserv
(FI)
|
1.6 |
$3.2M |
|
31k |
101.07 |
Walt Disney Company
(DIS)
|
1.6 |
$3.1M |
|
36k |
86.88 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
1.6 |
$3.1M |
|
96k |
32.21 |
Bank of New York Mellon Corporation
(BK)
|
1.5 |
$3.0M |
|
66k |
45.52 |
Visa Com Cl A
(V)
|
1.4 |
$2.9M |
|
14k |
207.76 |
FedEx Corporation
(FDX)
|
1.4 |
$2.8M |
|
16k |
173.20 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
1.4 |
$2.8M |
|
62k |
44.81 |
Select Sector Spdr Tr Financial
(XLF)
|
1.3 |
$2.6M |
|
77k |
34.20 |
Pepsi
(PEP)
|
1.3 |
$2.6M |
|
15k |
180.66 |
Liberty Broadband Corp Com Ser A
(LBRDA)
|
1.3 |
$2.5M |
|
33k |
75.85 |
Meta Platforms Cl A
(META)
|
1.2 |
$2.4M |
|
20k |
120.34 |
UnitedHealth
(UNH)
|
1.1 |
$2.2M |
|
4.2k |
530.18 |
Micron Technology
(MU)
|
1.1 |
$2.2M |
|
44k |
49.98 |
Vanguard World Fds Consum Dis Etf
(VCR)
|
1.1 |
$2.1M |
|
9.8k |
219.02 |
Simon Property
(SPG)
|
1.0 |
$2.1M |
|
18k |
117.48 |
Apple
(AAPL)
|
0.9 |
$1.7M |
|
13k |
129.93 |
Amazon
(AMZN)
|
0.8 |
$1.7M |
|
20k |
84.00 |
Stryker Corporation
(SYK)
|
0.8 |
$1.6M |
|
6.7k |
244.49 |
Oracle Corporation
(ORCL)
|
0.7 |
$1.5M |
|
18k |
81.74 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.7 |
$1.3M |
|
24k |
55.56 |
Wal-Mart Stores
(WMT)
|
0.6 |
$1.2M |
|
8.3k |
141.79 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.4 |
$878k |
|
21k |
41.97 |
Enterprise Products Partners
(EPD)
|
0.4 |
$826k |
|
34k |
24.12 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$819k |
|
4.0k |
203.81 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$664k |
|
4.2k |
158.80 |
Select Sector Spdr Tr Sbi Cons Stpls
(XLP)
|
0.3 |
$650k |
|
8.7k |
74.55 |
Procter & Gamble Company
(PG)
|
0.3 |
$595k |
|
3.9k |
151.56 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$576k |
|
8.0k |
71.84 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.2 |
$419k |
|
5.4k |
77.51 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$397k |
|
11k |
37.90 |
W.R. Berkley Corporation
(WRB)
|
0.2 |
$313k |
|
4.3k |
72.57 |
Nextera Energy
(NEE)
|
0.1 |
$290k |
|
3.5k |
83.60 |
Union Pacific Corporation
(UNP)
|
0.1 |
$285k |
|
1.4k |
207.07 |
Honeywell International
(HON)
|
0.1 |
$284k |
|
1.3k |
214.30 |
Chubb
(CB)
|
0.1 |
$265k |
|
1.2k |
220.60 |
Automatic Data Processing
(ADP)
|
0.1 |
$263k |
|
1.1k |
238.86 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$250k |
|
3.8k |
65.64 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.1 |
$221k |
|
4.7k |
46.71 |
Public Storage
(PSA)
|
0.1 |
$210k |
|
10k |
21.08 |