|
Microsoft Corporation
(MSFT)
|
4.6 |
$39M |
|
110k |
354.56 |
|
Ishares Gold Tr Ishares New
(IAU)
|
4.5 |
$38M |
|
666k |
56.31 |
|
Vanguard Wellington Us Multifactor
(VFMF)
|
3.9 |
$33M |
|
294k |
111.29 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
3.7 |
$31M |
|
178k |
174.82 |
|
Amazon
(AMZN)
|
3.5 |
$29M |
|
172k |
170.66 |
|
NVIDIA Corporation
(NVDA)
|
3.3 |
$28M |
|
290k |
96.30 |
|
Vanguard Wellington Us Value Factr
(VFVA)
|
3.0 |
$25M |
|
260k |
97.51 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
2.9 |
$25M |
|
75k |
329.49 |
|
Ishares Msci Emrg Chn
(EMXC)
|
2.8 |
$24M |
|
469k |
50.08 |
|
Vanguard Wellington Us Minimum
(VFMV)
|
2.4 |
$20M |
|
178k |
114.53 |
|
JPMorgan Chase & Co.
(JPM)
|
2.3 |
$20M |
|
90k |
216.87 |
|
Apple
(AAPL)
|
2.3 |
$19M |
|
112k |
172.42 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
2.1 |
$18M |
|
385k |
45.65 |
|
Eli Lilly & Co.
(LLY)
|
2.0 |
$16M |
|
23k |
726.24 |
|
Vanguard Wellington Us Momentum
(VFMO)
|
1.9 |
$16M |
|
119k |
134.25 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.8 |
$16M |
|
321k |
48.23 |
|
Visa Com Cl A
(V)
|
1.7 |
$15M |
|
47k |
308.27 |
|
Wisdomtree Tr Floatng Rat Trea
(USFR)
|
1.6 |
$14M |
|
271k |
50.35 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
1.6 |
$13M |
|
211k |
62.73 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
1.5 |
$12M |
|
25k |
498.80 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
1.4 |
$12M |
|
135k |
85.42 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
1.3 |
$11M |
|
145k |
73.18 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
1.2 |
$10M |
|
175k |
58.71 |
|
Sumitomo Mitsui Finl Group I Sponsored Adr
(SMFG)
|
1.2 |
$10M |
|
832k |
12.25 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.2 |
$9.7M |
|
243k |
39.89 |
|
Vertex Pharmaceuticals Incorporated
(VRTX)
|
1.1 |
$9.4M |
|
20k |
472.37 |
|
Ishares Tr Msci Jp Value
(EWJV)
|
1.1 |
$9.3M |
|
312k |
29.88 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.1 |
$9.2M |
|
41k |
228.54 |
|
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
1.1 |
$9.1M |
|
112k |
81.38 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.1 |
$9.0M |
|
133k |
67.83 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
1.1 |
$8.9M |
|
89k |
100.42 |
|
Ishares Msci Emerg Mrkt
(EEMV)
|
1.1 |
$8.9M |
|
165k |
54.23 |
|
Bank of America Corporation
(BAC)
|
1.0 |
$8.5M |
|
242k |
35.03 |
|
Invesco Exch Traded Fd Tr Ii Natl Amt Muni
(PZA)
|
1.0 |
$8.4M |
|
378k |
22.18 |
|
International Business Machines
(IBM)
|
1.0 |
$8.3M |
|
38k |
221.03 |
|
Intuit
(INTU)
|
0.8 |
$7.0M |
|
13k |
544.07 |
|
Exxon Mobil Corporation
(XOM)
|
0.8 |
$6.9M |
|
68k |
100.77 |
|
Ge Aerospace Com New
(GE)
|
0.8 |
$6.5M |
|
39k |
169.37 |
|
American Centy Etf Tr Emerging Mkt Val
(AVES)
|
0.8 |
$6.5M |
|
155k |
42.02 |
|
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.8 |
$6.5M |
|
36k |
180.84 |
|
Cummins
(CMI)
|
0.7 |
$6.3M |
|
24k |
267.12 |
|
American Centy Etf Tr Us Large Cap Vlu
(AVLV)
|
0.7 |
$5.6M |
|
99k |
56.85 |
|
American Centy Etf Tr Intl Smcp Vlu
(AVDV)
|
0.7 |
$5.5M |
|
89k |
61.93 |
|
Uber Technologies
(UBER)
|
0.7 |
$5.5M |
|
85k |
65.07 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.6 |
$5.3M |
|
50k |
104.77 |
|
Caterpillar
(CAT)
|
0.6 |
$5.3M |
|
19k |
273.94 |
|
General Motors Company
(GM)
|
0.6 |
$5.2M |
|
123k |
42.48 |
|
Citigroup Com New
(C)
|
0.6 |
$4.9M |
|
84k |
58.77 |
|
Schlumberger Com Stk
(SLB)
|
0.6 |
$4.8M |
|
149k |
31.95 |
|
Sofi Technologies
(SOFI)
|
0.5 |
$4.2M |
|
446k |
9.50 |
|
Ishares Tr Msci Usa Value
(VLUE)
|
0.5 |
$4.1M |
|
44k |
93.50 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.5 |
$3.9M |
|
147k |
26.47 |
|
Aon Shs Cl A
(AON)
|
0.5 |
$3.8M |
|
11k |
360.23 |
|
Walt Disney Company
(DIS)
|
0.5 |
$3.8M |
|
47k |
81.72 |
|
Mueller Industries
(MLI)
|
0.5 |
$3.8M |
|
56k |
68.50 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.4 |
$3.7M |
|
75k |
49.84 |
|
Asml Holding N V N Y Registry Shs
(ASML)
|
0.4 |
$3.7M |
|
6.2k |
595.37 |
|
IDEXX Laboratories
(IDXX)
|
0.4 |
$3.6M |
|
9.9k |
361.04 |
|
Ge Vernova
(GEV)
|
0.4 |
$3.6M |
|
12k |
286.89 |
|
3M Company
(MMM)
|
0.4 |
$3.5M |
|
28k |
127.16 |
|
American Centy Etf Tr Intl Eqt Etf
(AVDE)
|
0.4 |
$3.5M |
|
60k |
59.32 |
|
Ishares Tr TRS FLT RT BD
(TFLO)
|
0.4 |
$3.5M |
|
69k |
50.51 |
|
Comcast Corp Cl A
(CMCSA)
|
0.4 |
$3.4M |
|
103k |
32.84 |
|
Wal-Mart Stores
(WMT)
|
0.4 |
$3.3M |
|
41k |
81.79 |
|
Ryan Specialty Holdings Cl A
(RYAN)
|
0.4 |
$3.3M |
|
49k |
67.07 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.4 |
$3.3M |
|
14k |
243.75 |
|
Broadcom
(AVGO)
|
0.4 |
$3.3M |
|
21k |
155.67 |
|
Freeport-mcmoran CL B
(FCX)
|
0.4 |
$3.2M |
|
110k |
29.21 |
|
Select Sector Spdr Tr Energy
(XLE)
|
0.4 |
$3.1M |
|
41k |
76.44 |
|
Zoetis Cl A
(ZTS)
|
0.4 |
$3.1M |
|
21k |
144.41 |
|
Quanta Services
(PWR)
|
0.4 |
$3.0M |
|
12k |
245.05 |
|
Post Holdings Inc Common
(POST)
|
0.4 |
$3.0M |
|
27k |
111.91 |
|
Ross Stores
(ROST)
|
0.3 |
$2.9M |
|
23k |
126.90 |
|
Sprouts Fmrs Mkt
(SFM)
|
0.3 |
$2.9M |
|
20k |
144.63 |
|
Crown Castle Intl
(CCI)
|
0.3 |
$2.8M |
|
30k |
94.83 |
|
D.R. Horton
(DHI)
|
0.3 |
$2.8M |
|
24k |
115.10 |
|
Take-Two Interactive Software
(TTWO)
|
0.3 |
$2.8M |
|
14k |
196.25 |
|
Comfort Systems USA
(FIX)
|
0.3 |
$2.7M |
|
8.6k |
312.21 |
|
Synopsys
(SNPS)
|
0.3 |
$2.6M |
|
6.9k |
381.59 |
|
Ban
(TBBK)
|
0.3 |
$2.5M |
|
60k |
42.03 |
|
Palo Alto Networks
(PANW)
|
0.3 |
$2.5M |
|
16k |
152.53 |
|
Snowflake Cl A
(SNOW)
|
0.3 |
$2.5M |
|
19k |
133.51 |
|
American Centy Etf Tr International Lr
(AVIV)
|
0.3 |
$2.5M |
|
49k |
50.27 |
|
United Parcel Service CL B
(UPS)
|
0.3 |
$2.4M |
|
26k |
91.92 |
|
Fiserv
(FI)
|
0.3 |
$2.4M |
|
12k |
195.59 |
|
Cheniere Energy Com New
(LNG)
|
0.3 |
$2.3M |
|
11k |
205.16 |
|
Johnson & Johnson
(JNJ)
|
0.3 |
$2.3M |
|
16k |
150.00 |
|
Toyota Motor Corp Ads
(TM)
|
0.3 |
$2.3M |
|
15k |
159.32 |
|
PNC Financial Services
(PNC)
|
0.3 |
$2.3M |
|
16k |
149.76 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.3 |
$2.3M |
|
39k |
59.33 |
|
Range Resources
(RRC)
|
0.3 |
$2.2M |
|
70k |
32.10 |
|
Delta Air Lines Inc Del Com New
(DAL)
|
0.3 |
$2.2M |
|
62k |
35.88 |
|
Reinsurance Grp Of America I Com New
(RGA)
|
0.3 |
$2.2M |
|
13k |
168.53 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$2.0M |
|
11k |
193.73 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.2 |
$2.0M |
|
37k |
54.19 |
|
Corteva
(CTVA)
|
0.2 |
$1.8M |
|
32k |
55.52 |
|
Pinnacle Financial Partners
(PNFP)
|
0.2 |
$1.7M |
|
20k |
87.23 |
|
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd
(BAB)
|
0.2 |
$1.7M |
|
65k |
26.08 |
|
Kenvue
(KVUE)
|
0.2 |
$1.7M |
|
79k |
21.49 |
|
Ishares Tr Msci India Etf
(INDA)
|
0.2 |
$1.6M |
|
33k |
49.16 |
|
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.2 |
$1.5M |
|
68k |
22.85 |
|
Ge Healthcare Technologies I Common Stock
(GEHC)
|
0.2 |
$1.5M |
|
26k |
58.75 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.2 |
$1.4M |
|
56k |
24.35 |
|
Cantaloupe
(CTLP)
|
0.2 |
$1.3M |
|
182k |
7.24 |
|
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.1 |
$1.2M |
|
17k |
73.70 |
|
Goldman Sachs
(GS)
|
0.1 |
$1.2M |
|
2.6k |
462.22 |
|
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.1 |
$1.2M |
|
16k |
75.78 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$1.1M |
|
6.3k |
166.82 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$1.0M |
|
3.3k |
320.42 |
|
Ishares Tr Msci Euro Fl Etf
(EUFN)
|
0.1 |
$965k |
|
39k |
24.77 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$948k |
|
1.9k |
492.64 |
|
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.1 |
$931k |
|
9.0k |
103.88 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$852k |
|
1.9k |
456.74 |
|
Cameco Corporation
(CCJ)
|
0.1 |
$818k |
|
22k |
36.68 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$781k |
|
4.5k |
173.71 |
|
Illumina
(ILMN)
|
0.1 |
$680k |
|
9.7k |
70.30 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.1 |
$600k |
|
3.6k |
168.34 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.1 |
$590k |
|
2.6k |
228.28 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.1 |
$561k |
|
19k |
29.12 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.1 |
$469k |
|
2.9k |
162.76 |
|
Abbvie
(ABBV)
|
0.1 |
$428k |
|
2.4k |
175.67 |
|
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.0 |
$401k |
|
1.8k |
224.16 |
|
Kraneshares Trust Csi Chi Internet
(KWEB)
|
0.0 |
$388k |
|
14k |
28.28 |
|
Csw Industrials
(CSW)
|
0.0 |
$376k |
|
1.5k |
254.34 |
|
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.0 |
$376k |
|
3.6k |
104.34 |
|
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.0 |
$343k |
|
3.1k |
110.58 |
|
Regeneron Pharmaceuticals
(REGN)
|
0.0 |
$298k |
|
535.00 |
556.81 |
|
Emerson Electric
(EMR)
|
0.0 |
$261k |
|
2.8k |
94.15 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.0 |
$257k |
|
1.7k |
153.67 |
|
Deere & Company
(DE)
|
0.0 |
$251k |
|
607.00 |
412.99 |
|
Spdr Ser Tr S&p Regl Bkg
(KRE)
|
0.0 |
$225k |
|
4.6k |
48.81 |
|
Enterprise Products Partners
(EPD)
|
0.0 |
$225k |
|
7.7k |
29.09 |
|
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.0 |
$220k |
|
2.1k |
104.23 |
|
Ingredion Incorporated
(INGR)
|
0.0 |
$218k |
|
1.8k |
123.22 |
|
Ishares Tr U S Equity Factr
(LRGF)
|
0.0 |
$216k |
|
4.2k |
51.37 |