|
Ishares Gold Tr Ishares New
(IAU)
|
5.3 |
$59M |
|
812k |
72.77 |
|
Microsoft Corporation
(MSFT)
|
5.0 |
$56M |
|
109k |
517.95 |
|
NVIDIA Corporation
(NVDA)
|
4.6 |
$52M |
|
278k |
186.58 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
3.9 |
$44M |
|
181k |
241.96 |
|
Vanguard Wellington Us Multifactor
(VFMF)
|
3.9 |
$43M |
|
298k |
144.27 |
|
Ishares Msci Emrg Chn
(EMXC)
|
3.7 |
$42M |
|
617k |
67.51 |
|
Amazon
(AMZN)
|
3.4 |
$37M |
|
170k |
219.57 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
3.2 |
$36M |
|
75k |
479.61 |
|
Vanguard Wellington Us Value Factr
(VFVA)
|
2.9 |
$32M |
|
250k |
127.54 |
|
JPMorgan Chase & Co.
(JPM)
|
2.5 |
$28M |
|
88k |
315.43 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
2.1 |
$23M |
|
391k |
59.92 |
|
Vanguard Wellington Us Minimum
(VFMV)
|
2.1 |
$23M |
|
177k |
131.31 |
|
Vanguard Wellington Us Momentum
(VFMO)
|
2.0 |
$23M |
|
119k |
191.60 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
1.7 |
$19M |
|
234k |
79.80 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
1.6 |
$18M |
|
301k |
58.85 |
|
Eli Lilly & Co.
(LLY)
|
1.5 |
$17M |
|
23k |
763.00 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
1.5 |
$17M |
|
174k |
95.14 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.5 |
$16M |
|
324k |
50.07 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
1.5 |
$16M |
|
24k |
669.31 |
|
Visa Com Cl A
(V)
|
1.4 |
$16M |
|
47k |
341.38 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.2 |
$13M |
|
154k |
87.31 |
|
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
1.1 |
$13M |
|
116k |
108.70 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
1.1 |
$13M |
|
148k |
84.83 |
|
Sumitomo Mitsui Finl Group I Sponsored Adr
(SMFG)
|
1.1 |
$12M |
|
733k |
16.74 |
|
Bank of America Corporation
(BAC)
|
1.1 |
$12M |
|
232k |
51.59 |
|
Ge Aerospace Com New
(GE)
|
1.0 |
$12M |
|
39k |
300.82 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.0 |
$12M |
|
39k |
293.74 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.0 |
$11M |
|
196k |
54.18 |
|
International Business Machines
(IBM)
|
1.0 |
$11M |
|
38k |
282.16 |
|
Ishares Msci Emerg Mrkt
(EEMV)
|
1.0 |
$11M |
|
166k |
63.83 |
|
Wisdomtree Tr Floatng Rat Trea
(USFR)
|
0.9 |
$11M |
|
211k |
50.27 |
|
Ishares Tr Msci Jp Value
(EWJV)
|
0.9 |
$10M |
|
265k |
39.05 |
|
Cummins
(CMI)
|
0.9 |
$9.9M |
|
24k |
422.37 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
0.9 |
$9.6M |
|
96k |
100.70 |
|
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.8 |
$9.4M |
|
37k |
256.45 |
|
Caterpillar
(CAT)
|
0.8 |
$9.2M |
|
19k |
477.15 |
|
American Centy Etf Tr Emerging Mkt Val
(AVES)
|
0.8 |
$9.0M |
|
156k |
57.37 |
|
Sofi Technologies
(SOFI)
|
0.8 |
$8.9M |
|
335k |
26.42 |
|
Intuit
(INTU)
|
0.8 |
$8.8M |
|
13k |
682.91 |
|
Ishares Tr TRS FLT RT BD
(TFLO)
|
0.7 |
$8.0M |
|
157k |
50.59 |
|
American Centy Etf Tr Intl Smcp Vlu
(AVDV)
|
0.7 |
$7.8M |
|
87k |
89.03 |
|
Ge Vernova
(GEV)
|
0.7 |
$7.6M |
|
12k |
614.90 |
|
Exxon Mobil Corporation
(XOM)
|
0.7 |
$7.5M |
|
67k |
112.75 |
|
General Motors Company
(GM)
|
0.7 |
$7.5M |
|
123k |
60.97 |
|
American Centy Etf Tr Us Large Cap Vlu
(AVLV)
|
0.7 |
$7.3M |
|
101k |
72.26 |
|
Comfort Systems USA
(FIX)
|
0.6 |
$6.8M |
|
8.2k |
825.18 |
|
Citigroup Com New
(C)
|
0.6 |
$6.8M |
|
67k |
101.50 |
|
IDEXX Laboratories
(IDXX)
|
0.6 |
$6.3M |
|
9.9k |
638.89 |
|
Uber Technologies
(UBER)
|
0.6 |
$6.3M |
|
64k |
97.97 |
|
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.6 |
$6.2M |
|
16k |
391.64 |
|
Asml Holding N V N Y Registry Shs
(ASML)
|
0.5 |
$6.0M |
|
6.2k |
968.09 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.5 |
$5.9M |
|
56k |
106.49 |
|
Broadcom
(AVGO)
|
0.5 |
$5.8M |
|
18k |
329.91 |
|
Invesco Exch Traded Fd Tr Ii Natl Amt Muni
(PZA)
|
0.5 |
$5.6M |
|
245k |
23.09 |
|
Ishares Tr Msci Usa Value
(VLUE)
|
0.5 |
$5.6M |
|
45k |
125.05 |
|
Mueller Industries
(MLI)
|
0.5 |
$5.5M |
|
54k |
101.11 |
|
Ishares Tr Msci India Etf
(INDA)
|
0.5 |
$5.4M |
|
104k |
52.06 |
|
Walt Disney Company
(DIS)
|
0.5 |
$5.4M |
|
47k |
114.50 |
|
Cameco Corporation
(CCJ)
|
0.5 |
$5.1M |
|
61k |
83.86 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.5 |
$5.1M |
|
48k |
106.78 |
|
Quanta Services
(PWR)
|
0.4 |
$5.0M |
|
12k |
414.42 |
|
Palo Alto Networks
(PANW)
|
0.4 |
$4.8M |
|
23k |
203.62 |
|
American Centy Etf Tr Intl Eqt Etf
(AVDE)
|
0.4 |
$4.7M |
|
60k |
78.90 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.4 |
$4.4M |
|
164k |
26.95 |
|
Wal-Mart Stores
(WMT)
|
0.4 |
$4.4M |
|
43k |
103.06 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.4 |
$4.3M |
|
13k |
328.17 |
|
3M Company
(MMM)
|
0.4 |
$4.3M |
|
28k |
155.18 |
|
Freeport-mcmoran CL B
(FCX)
|
0.4 |
$4.3M |
|
109k |
39.22 |
|
Ban
(TBBK)
|
0.4 |
$4.3M |
|
57k |
74.89 |
|
Snowflake Com Shs
(SNOW)
|
0.4 |
$4.2M |
|
19k |
225.55 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.4 |
$3.9M |
|
78k |
50.63 |
|
Johnson & Johnson
(JNJ)
|
0.4 |
$3.9M |
|
21k |
185.42 |
|
American Centy Etf Tr International Lr
(AVIV)
|
0.3 |
$3.8M |
|
56k |
67.44 |
|
D.R. Horton
(DHI)
|
0.3 |
$3.8M |
|
22k |
169.47 |
|
Take-Two Interactive Software
(TTWO)
|
0.3 |
$3.6M |
|
14k |
258.36 |
|
Aon Shs Cl A
(AON)
|
0.3 |
$3.5M |
|
9.9k |
356.58 |
|
Delta Air Lines Inc Del Com New
(DAL)
|
0.3 |
$3.5M |
|
61k |
56.75 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$3.4M |
|
14k |
243.55 |
|
Comcast Corp Cl A
(CMCSA)
|
0.3 |
$3.2M |
|
103k |
31.42 |
|
Reinsurance Grp Of America I Com New
(RGA)
|
0.3 |
$3.2M |
|
17k |
192.13 |
|
Zoetis Cl A
(ZTS)
|
0.3 |
$3.1M |
|
21k |
146.32 |
|
Interactive Brokers Group In Com Cl A
(IBKR)
|
0.3 |
$3.0M |
|
44k |
68.81 |
|
PNC Financial Services
(PNC)
|
0.3 |
$2.9M |
|
14k |
200.93 |
|
Toyota Motor Corp Ads
(TM)
|
0.3 |
$2.8M |
|
15k |
191.09 |
|
Cheniere Energy Com New
(LNG)
|
0.2 |
$2.7M |
|
11k |
234.98 |
|
Post Holdings Inc Common
(POST)
|
0.2 |
$2.7M |
|
25k |
107.48 |
|
Ross Stores
(ROST)
|
0.2 |
$2.7M |
|
18k |
152.39 |
|
Schlumberger Com Stk
(SLB)
|
0.2 |
$2.7M |
|
78k |
34.37 |
|
Range Resources
(RRC)
|
0.2 |
$2.6M |
|
70k |
37.64 |
|
Ryan Specialty Holdings Cl A
(RYAN)
|
0.2 |
$2.6M |
|
46k |
56.36 |
|
Ishares Tr Msci Euro Fl Etf
(EUFN)
|
0.2 |
$2.6M |
|
75k |
34.34 |
|
Abbvie
(ABBV)
|
0.2 |
$2.4M |
|
10k |
231.54 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.2 |
$2.4M |
|
34k |
71.37 |
|
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.2 |
$2.3M |
|
23k |
102.99 |
|
Crown Castle Intl
(CCI)
|
0.2 |
$2.3M |
|
24k |
96.49 |
|
Bellring Brands Common Stock
(BRBR)
|
0.2 |
$2.1M |
|
59k |
36.35 |
|
Goldman Sachs
(GS)
|
0.2 |
$2.1M |
|
2.6k |
796.35 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.2 |
$2.0M |
|
34k |
60.03 |
|
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd
(BAB)
|
0.2 |
$2.0M |
|
72k |
27.29 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$1.9M |
|
7.4k |
254.28 |
|
Cantaloupe
(CTLP)
|
0.2 |
$1.9M |
|
176k |
10.57 |
|
Pinnacle Financial Partners
(PNFP)
|
0.2 |
$1.7M |
|
18k |
93.79 |
|
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.1 |
$1.6M |
|
17k |
95.89 |
|
Kenvue
(KVUE)
|
0.1 |
$1.6M |
|
96k |
16.23 |
|
Coca-Cola Company
(KO)
|
0.1 |
$1.5M |
|
23k |
66.32 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.1 |
$1.5M |
|
60k |
24.40 |
|
Apple
(AAPL)
|
0.1 |
$1.4M |
|
5.7k |
254.63 |
|
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.1 |
$1.4M |
|
61k |
23.12 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$1.3M |
|
2.8k |
468.41 |
|
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.1 |
$1.2M |
|
16k |
78.09 |
|
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.1 |
$1.2M |
|
9.0k |
129.72 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$1.1M |
|
5.2k |
203.59 |
|
EQT Corporation
(EQT)
|
0.1 |
$975k |
|
18k |
54.43 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$971k |
|
4.5k |
215.79 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$968k |
|
1.9k |
502.74 |
|
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$961k |
|
11k |
89.34 |
|
Vanguard Instl Index 0-3 Mo Treas Bil
(VBIL)
|
0.1 |
$827k |
|
11k |
75.61 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.1 |
$796k |
|
2.6k |
307.90 |
|
Illumina
(ILMN)
|
0.1 |
$795k |
|
8.4k |
94.97 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.1 |
$742k |
|
19k |
38.57 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.1 |
$736k |
|
3.6k |
206.51 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.1 |
$601k |
|
2.9k |
208.71 |
|
Kraneshares Trust Csi Chi Internet
(KWEB)
|
0.1 |
$576k |
|
14k |
42.01 |
|
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.1 |
$573k |
|
1.8k |
320.04 |
|
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.0 |
$513k |
|
3.6k |
142.41 |
|
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.0 |
$433k |
|
3.1k |
139.67 |
|
Emerson Electric
(EMR)
|
0.0 |
$377k |
|
2.9k |
131.18 |
|
Csw Industrials
(CSW)
|
0.0 |
$329k |
|
1.4k |
242.75 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.0 |
$309k |
|
1.7k |
186.49 |
|
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.0 |
$295k |
|
2.1k |
142.55 |
|
Spdr Series Trust S&p Bk Etf
(KBE)
|
0.0 |
$293k |
|
4.9k |
59.42 |
|
Ishares Tr U S Equity Factr
(LRGF)
|
0.0 |
$290k |
|
4.2k |
69.08 |
|
Deere & Company
(DE)
|
0.0 |
$278k |
|
607.00 |
457.26 |
|
Raytheon Technologies Corp
(RTX)
|
0.0 |
$270k |
|
1.6k |
167.33 |
|
Regeneron Pharmaceuticals
(REGN)
|
0.0 |
$251k |
|
446.00 |
562.27 |
|
Enterprise Products Partners
(EPD)
|
0.0 |
$241k |
|
7.7k |
31.27 |
|
McKesson Corporation
(MCK)
|
0.0 |
$203k |
|
263.00 |
772.54 |
|
Pennymac Corp Note 5.500% 3/1 (Principal)
|
0.0 |
$23k |
|
23k |
1.00 |
|
Redwood Trust Note 7.750% 6/1 (Principal)
|
0.0 |
$10k |
|
10k |
1.00 |