|
Microsoft Corporation
(MSFT)
|
5.2 |
$54M |
|
109k |
497.41 |
|
Ishares Gold Tr Ishares New
(IAU)
|
4.4 |
$46M |
|
742k |
62.36 |
|
NVIDIA Corporation
(NVDA)
|
4.4 |
$46M |
|
290k |
157.99 |
|
Vanguard Wellington Us Multifactor
(VFMF)
|
3.8 |
$40M |
|
294k |
134.50 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
3.7 |
$39M |
|
178k |
215.79 |
|
Amazon
(AMZN)
|
3.6 |
$38M |
|
172k |
219.39 |
|
Ishares Msci Emrg Chn
(EMXC)
|
3.4 |
$35M |
|
558k |
63.14 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
3.1 |
$33M |
|
75k |
438.40 |
|
Vanguard Wellington Us Value Factr
(VFVA)
|
3.0 |
$31M |
|
264k |
118.30 |
|
JPMorgan Chase & Co.
(JPM)
|
2.5 |
$26M |
|
89k |
289.91 |
|
Vanguard Wellington Us Minimum
(VFMV)
|
2.2 |
$23M |
|
179k |
128.23 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
2.1 |
$22M |
|
387k |
57.01 |
|
Vanguard Wellington Us Momentum
(VFMO)
|
1.9 |
$20M |
|
118k |
172.52 |
|
Eli Lilly & Co.
(LLY)
|
1.7 |
$18M |
|
23k |
779.53 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.6 |
$17M |
|
351k |
49.03 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
1.6 |
$17M |
|
290k |
58.78 |
|
Visa Com Cl A
(V)
|
1.6 |
$17M |
|
47k |
355.05 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
1.6 |
$16M |
|
211k |
77.50 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
1.5 |
$15M |
|
25k |
620.90 |
|
Wisdomtree Tr Floatng Rat Trea
(USFR)
|
1.2 |
$13M |
|
258k |
50.31 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.2 |
$13M |
|
154k |
83.48 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
1.2 |
$13M |
|
135k |
93.87 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
1.2 |
$12M |
|
147k |
84.06 |
|
Sumitomo Mitsui Finl Group I Sponsored Adr
(SMFG)
|
1.1 |
$12M |
|
789k |
15.11 |
|
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
1.1 |
$11M |
|
113k |
100.82 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.1 |
$11M |
|
40k |
279.83 |
|
Bank of America Corporation
(BAC)
|
1.1 |
$11M |
|
237k |
47.32 |
|
International Business Machines
(IBM)
|
1.1 |
$11M |
|
38k |
294.78 |
|
Ishares Msci Emerg Mrkt
(EEMV)
|
1.0 |
$11M |
|
168k |
62.80 |
|
Intuit
(INTU)
|
1.0 |
$10M |
|
13k |
787.63 |
|
Ge Aerospace Com New
(GE)
|
1.0 |
$10M |
|
39k |
257.39 |
|
Ishares Tr Msci Jp Value
(EWJV)
|
0.9 |
$9.5M |
|
273k |
34.75 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.9 |
$9.4M |
|
190k |
49.46 |
|
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.8 |
$8.7M |
|
20k |
445.20 |
|
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.8 |
$8.7M |
|
36k |
240.32 |
|
American Centy Etf Tr Emerging Mkt Val
(AVES)
|
0.8 |
$8.3M |
|
156k |
53.55 |
|
Sofi Technologies
(SOFI)
|
0.8 |
$8.1M |
|
447k |
18.21 |
|
Uber Technologies
(UBER)
|
0.8 |
$7.9M |
|
85k |
93.30 |
|
Cummins
(CMI)
|
0.7 |
$7.7M |
|
24k |
327.50 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
0.7 |
$7.5M |
|
74k |
100.69 |
|
Caterpillar
(CAT)
|
0.7 |
$7.5M |
|
19k |
388.21 |
|
Exxon Mobil Corporation
(XOM)
|
0.7 |
$7.3M |
|
68k |
107.80 |
|
Citigroup Com New
(C)
|
0.7 |
$7.1M |
|
83k |
85.12 |
|
American Centy Etf Tr Intl Smcp Vlu
(AVDV)
|
0.7 |
$7.0M |
|
88k |
79.28 |
|
American Centy Etf Tr Us Large Cap Vlu
(AVLV)
|
0.6 |
$6.8M |
|
99k |
68.21 |
|
Ge Vernova
(GEV)
|
0.6 |
$6.6M |
|
12k |
529.15 |
|
General Motors Company
(GM)
|
0.6 |
$6.1M |
|
124k |
49.21 |
|
Walt Disney Company
(DIS)
|
0.6 |
$5.8M |
|
47k |
124.01 |
|
Ishares Tr Msci India Etf
(INDA)
|
0.6 |
$5.8M |
|
105k |
55.68 |
|
Invesco Exch Traded Fd Tr Ii Natl Amt Muni
(PZA)
|
0.6 |
$5.8M |
|
259k |
22.39 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.5 |
$5.8M |
|
55k |
104.48 |
|
IDEXX Laboratories
(IDXX)
|
0.5 |
$5.3M |
|
9.9k |
536.34 |
|
Ishares Tr TRS FLT RT BD
(TFLO)
|
0.5 |
$5.2M |
|
102k |
50.65 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.5 |
$5.1M |
|
48k |
106.34 |
|
Ishares Tr Msci Usa Value
(VLUE)
|
0.5 |
$5.0M |
|
45k |
113.21 |
|
Schlumberger Com Stk
(SLB)
|
0.5 |
$5.0M |
|
149k |
33.80 |
|
Asml Holding N V N Y Registry Shs
(ASML)
|
0.5 |
$5.0M |
|
6.2k |
801.39 |
|
Broadcom
(AVGO)
|
0.5 |
$5.0M |
|
18k |
275.65 |
|
Freeport-mcmoran CL B
(FCX)
|
0.5 |
$4.8M |
|
110k |
43.35 |
|
Quanta Services
(PWR)
|
0.4 |
$4.6M |
|
12k |
378.08 |
|
Comfort Systems USA
(FIX)
|
0.4 |
$4.5M |
|
8.4k |
536.21 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.4 |
$4.4M |
|
166k |
26.68 |
|
American Centy Etf Tr Intl Eqt Etf
(AVDE)
|
0.4 |
$4.3M |
|
59k |
74.01 |
|
Mueller Industries
(MLI)
|
0.4 |
$4.3M |
|
54k |
79.47 |
|
3M Company
(MMM)
|
0.4 |
$4.3M |
|
28k |
152.24 |
|
Select Sector Spdr Tr Energy
(XLE)
|
0.4 |
$4.2M |
|
50k |
84.81 |
|
Wal-Mart Stores
(WMT)
|
0.4 |
$4.2M |
|
43k |
97.78 |
|
Snowflake Cl A
(SNOW)
|
0.4 |
$4.2M |
|
19k |
223.77 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.4 |
$4.0M |
|
13k |
303.93 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.4 |
$4.0M |
|
79k |
50.27 |
|
Comcast Corp Cl A
(CMCSA)
|
0.4 |
$3.7M |
|
104k |
35.69 |
|
Aon Shs Cl A
(AON)
|
0.3 |
$3.6M |
|
10k |
356.76 |
|
Synopsys
(SNPS)
|
0.3 |
$3.6M |
|
6.9k |
512.68 |
|
Take-Two Interactive Software
(TTWO)
|
0.3 |
$3.4M |
|
14k |
242.85 |
|
American Centy Etf Tr International Lr
(AVIV)
|
0.3 |
$3.4M |
|
54k |
62.24 |
|
Palo Alto Networks
(PANW)
|
0.3 |
$3.4M |
|
17k |
204.64 |
|
Ban
(TBBK)
|
0.3 |
$3.3M |
|
59k |
56.97 |
|
Zoetis Cl A
(ZTS)
|
0.3 |
$3.3M |
|
21k |
155.95 |
|
Johnson & Johnson
(JNJ)
|
0.3 |
$3.2M |
|
21k |
152.75 |
|
Sprouts Fmrs Mkt
(SFM)
|
0.3 |
$3.2M |
|
20k |
164.64 |
|
Ryan Specialty Holdings Cl A
(RYAN)
|
0.3 |
$3.1M |
|
46k |
67.99 |
|
D.R. Horton
(DHI)
|
0.3 |
$3.0M |
|
24k |
128.92 |
|
Delta Air Lines Inc Del Com New
(DAL)
|
0.3 |
$3.0M |
|
62k |
49.18 |
|
Post Holdings Inc Common
(POST)
|
0.3 |
$2.9M |
|
26k |
109.03 |
|
Range Resources
(RRC)
|
0.3 |
$2.8M |
|
70k |
40.67 |
|
Ross Stores
(ROST)
|
0.3 |
$2.8M |
|
22k |
127.58 |
|
Cheniere Energy Com New
(LNG)
|
0.3 |
$2.8M |
|
12k |
243.52 |
|
Roper Industries
(ROP)
|
0.3 |
$2.8M |
|
4.9k |
566.84 |
|
PNC Financial Services
(PNC)
|
0.3 |
$2.7M |
|
14k |
186.42 |
|
Reinsurance Grp Of America I Com New
(RGA)
|
0.2 |
$2.6M |
|
13k |
198.36 |
|
Toyota Motor Corp Ads
(TM)
|
0.2 |
$2.5M |
|
15k |
172.26 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$2.5M |
|
11k |
236.98 |
|
Crown Castle Intl
(CCI)
|
0.2 |
$2.5M |
|
24k |
102.73 |
|
United Parcel Service CL B
(UPS)
|
0.2 |
$2.4M |
|
24k |
100.94 |
|
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.2 |
$2.4M |
|
24k |
101.60 |
|
Ishares Tr Msci Euro Fl Etf
(EUFN)
|
0.2 |
$2.4M |
|
75k |
31.63 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.2 |
$2.4M |
|
35k |
67.22 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.2 |
$2.3M |
|
39k |
59.81 |
|
Corteva
(CTVA)
|
0.2 |
$2.2M |
|
29k |
74.53 |
|
Pinnacle Financial Partners
(PNFP)
|
0.2 |
$2.0M |
|
18k |
110.36 |
|
Cantaloupe
(CTLP)
|
0.2 |
$2.0M |
|
183k |
10.99 |
|
Goldman Sachs
(GS)
|
0.2 |
$1.9M |
|
2.6k |
707.75 |
|
Ge Healthcare Technologies I Common Stock
(GEHC)
|
0.2 |
$1.7M |
|
23k |
74.06 |
|
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd
(BAB)
|
0.2 |
$1.7M |
|
64k |
26.53 |
|
Cameco Corporation
(CCJ)
|
0.2 |
$1.7M |
|
22k |
74.23 |
|
Coca-Cola Company
(KO)
|
0.2 |
$1.6M |
|
23k |
70.75 |
|
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.1 |
$1.5M |
|
17k |
90.98 |
|
Kenvue
(KVUE)
|
0.1 |
$1.5M |
|
72k |
20.93 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.1 |
$1.4M |
|
58k |
24.38 |
|
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.1 |
$1.3M |
|
58k |
22.98 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$1.2M |
|
2.9k |
424.58 |
|
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.1 |
$1.2M |
|
16k |
77.34 |
|
Apple
(AAPL)
|
0.1 |
$1.2M |
|
5.7k |
205.17 |
|
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.1 |
$1.1M |
|
9.0k |
123.58 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$1.1M |
|
1.9k |
568.03 |
|
EQT Corporation
(EQT)
|
0.1 |
$1.1M |
|
18k |
58.32 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$1.0M |
|
5.3k |
194.23 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$959k |
|
2.0k |
485.77 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$921k |
|
4.5k |
204.67 |
|
Illumina
(ILMN)
|
0.1 |
$799k |
|
8.4k |
95.41 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.1 |
$737k |
|
2.6k |
285.34 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.1 |
$697k |
|
3.6k |
195.42 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.1 |
$690k |
|
19k |
35.84 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.1 |
$562k |
|
2.9k |
195.01 |
|
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.0 |
$512k |
|
1.8k |
285.86 |
|
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.0 |
$499k |
|
3.6k |
138.68 |
|
Kraneshares Trust Csi Chi Internet
(KWEB)
|
0.0 |
$470k |
|
14k |
34.33 |
|
Abbvie
(ABBV)
|
0.0 |
$463k |
|
2.5k |
185.62 |
|
Csw Industrials
(CSW)
|
0.0 |
$424k |
|
1.5k |
286.83 |
|
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.0 |
$410k |
|
3.1k |
132.14 |
|
Emerson Electric
(EMR)
|
0.0 |
$383k |
|
2.9k |
133.33 |
|
Vanguard Instl Index 0-3 Mo Treas Bil
(VBIL)
|
0.0 |
$326k |
|
4.3k |
75.55 |
|
Deere & Company
(DE)
|
0.0 |
$309k |
|
607.00 |
508.49 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.0 |
$296k |
|
1.7k |
176.74 |
|
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.0 |
$278k |
|
2.1k |
134.39 |
|
Spdr Series Trust S&p Bk Etf
(KBE)
|
0.0 |
$275k |
|
4.9k |
55.76 |
|
Ishares Tr U S Equity Factr
(LRGF)
|
0.0 |
$269k |
|
4.2k |
64.13 |
|
Ingredion Incorporated
(INGR)
|
0.0 |
$240k |
|
1.8k |
135.62 |
|
Enterprise Products Partners
(EPD)
|
0.0 |
$239k |
|
7.7k |
31.01 |
|
Raytheon Technologies Corp
(RTX)
|
0.0 |
$235k |
|
1.6k |
146.02 |
|
Regeneron Pharmaceuticals
(REGN)
|
0.0 |
$234k |
|
446.00 |
525.00 |
|
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.0 |
$229k |
|
5.4k |
42.28 |
|
Netflix
(NFLX)
|
0.0 |
$213k |
|
159.00 |
1339.13 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.0 |
$205k |
|
1.2k |
177.39 |
|
Pennymac Corp Note 5.500% 3/1 (Principal)
|
0.0 |
$23k |
|
23k |
0.99 |
|
Redwood Trust Note 7.750% 6/1 (Principal)
|
0.0 |
$9.9k |
|
10k |
0.99 |