Aspiriant

Aspiriant as of Sept. 30, 2025

Portfolio Holdings for Aspiriant

Aspiriant holds 297 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.2 $401M 598k 669.30
Ishares Tr Core S&p Us Vlu (IUSV) 11.0 $360M 3.6M 99.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.7 $319M 1.5M 208.71
Ishares Msci Gbl Min Vol (ACWV) 8.9 $290M 2.4M 119.92
Vanguard Specialized Funds Div App Etf (VIG) 6.4 $209M 969k 215.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.3 $207M 4.1M 50.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $96M 157k 612.38
Ishares Tr Eafe Value Etf (EFV) 2.3 $76M 1.1M 67.83
Apple (AAPL) 2.3 $75M 293k 254.63
Ishares Tr Core Msci Eafe (IEFA) 2.2 $73M 839k 87.31
Ishares Core Msci Emkt (IEMG) 2.1 $67M 1.0M 65.92
Ishares Tr Rus 1000 Etf (IWB) 1.3 $41M 112k 365.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $41M 545k 74.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $40M 60k 666.18
Ishares Tr National Mun Etf (MUB) 1.1 $36M 338k 106.49
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.0 $32M 725k 44.69
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.0 $32M 333k 95.22
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $31M 96k 328.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $31M 61k 502.74
Ishares Tr Core 60/40 Balan (AOR) 0.9 $30M 466k 64.38
Ishares Tr Msci Lw Crb Tg (CRBN) 0.8 $26M 115k 226.87
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $25M 548k 46.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $23M 328k 71.37
Microsoft Corporation (MSFT) 0.7 $23M 45k 517.96
Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $23M 737k 31.38
Schwab Strategic Tr Fundamental Emer (FNDE) 0.7 $23M 624k 36.16
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.6 $19M 420k 45.99
Vanguard Index Fds Small Cp Etf (VB) 0.6 $19M 75k 254.28
Vanguard Index Fds Value Etf (VTV) 0.6 $19M 102k 186.49
Alphabet Cap Stk Cl A (GOOGL) 0.5 $18M 74k 243.10
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.5 $18M 367k 47.98
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $16M 164k 100.25
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.5 $15M 106k 142.55
Select Sector Spdr Tr Financial (XLF) 0.5 $15M 281k 53.87
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $15M 85k 176.81
Tcw Etf Trust Transform System (PWRD) 0.4 $14M 143k 97.69
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $12M 320k 38.57
Ishares Tr Russell 2000 Etf (IWM) 0.3 $11M 46k 241.96
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $11M 192k 58.21
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $11M 252k 42.96
Alphabet Cap Stk Cl C (GOOG) 0.3 $10M 42k 243.55
Vanguard World Inf Tech Etf (VGT) 0.3 $9.8M 13k 746.63
Ishares Tr Russell 3000 Etf (IWV) 0.3 $9.7M 26k 378.94
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $9.3M 202k 46.12
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.3 $8.3M 106k 78.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $8.2M 138k 59.92
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $8.1M 85k 95.14
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $8.0M 117k 68.46
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $7.8M 90k 87.03
Meta Platforms Cl A (META) 0.2 $7.8M 11k 734.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $7.5M 37k 203.59
JPMorgan Chase & Co. (JPM) 0.2 $7.3M 23k 315.42
Amazon (AMZN) 0.2 $7.0M 32k 219.57
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $6.5M 77k 84.83
Vanguard Index Fds Growth Etf (VUG) 0.2 $6.1M 13k 479.62
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $6.1M 51k 118.83
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $6.1M 230k 26.34
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $6.0M 8.00 754200.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $6.0M 111k 54.18
Oracle Corporation (ORCL) 0.2 $5.6M 20k 281.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $5.5M 38k 145.65
New York Life Investments Et Nyli Hedge Multi (QAI) 0.2 $5.5M 164k 33.63
New York Life Investments Et Nyli Merger Arbi (MNA) 0.2 $5.1M 142k 35.90
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $4.8M 30k 162.48
Procter & Gamble Company (PG) 0.1 $4.8M 31k 153.65
Ishares Tr Msci Eafe Etf (EFA) 0.1 $4.6M 49k 93.37
NVIDIA Corporation (NVDA) 0.1 $4.6M 25k 186.58
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $4.6M 28k 164.54
Cincinnati Financial Corporation (CINF) 0.1 $4.6M 29k 158.10
Vanguard Index Fds Large Cap Etf (VV) 0.1 $4.5M 15k 307.86
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $4.4M 57k 76.72
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $4.3M 87k 49.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $4.3M 7.2k 600.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $4.2M 83k 50.63
Rbc Cad (RY) 0.1 $4.1M 28k 147.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.8M 59k 65.26
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $3.8M 39k 96.55
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $3.6M 40k 89.37
Johnson & Johnson (JNJ) 0.1 $3.6M 19k 185.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $3.5M 7.6k 468.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.4M 37k 91.42
Broadcom (AVGO) 0.1 $3.3M 10k 329.91
Bill Com Holdings Ord (BILL) 0.1 $3.2M 60k 52.97
TJX Companies (TJX) 0.1 $3.1M 22k 144.54
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $3.0M 16k 189.69
Exxon Mobil Corporation (XOM) 0.1 $2.9M 26k 112.75
TransDigm Group Incorporated (TDG) 0.1 $2.6M 2.0k 1318.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.6M 35k 73.46
Pepsi (PEP) 0.1 $2.4M 17k 140.44
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $2.4M 17k 138.24
Tesla Motors (TSLA) 0.1 $2.3M 5.1k 444.72
Abbott Laboratories (ABT) 0.1 $2.3M 17k 133.94
Charles Schwab Corporation (SCHW) 0.1 $2.3M 24k 95.47
Home Depot (HD) 0.1 $2.3M 5.6k 405.16
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $2.2M 16k 140.05
Ishares Tr Core 40/60 Moder (AOM) 0.1 $2.2M 45k 47.58
Abbvie (ABBV) 0.1 $2.1M 9.2k 231.54
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.1M 40k 53.40
Ishares Tr Short Treas Bd (SHV) 0.1 $2.1M 19k 110.49
Chevron Corporation (CVX) 0.1 $2.1M 13k 155.29
Qualcomm (QCOM) 0.1 $2.0M 12k 166.36
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.0M 78k 25.71
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $2.0M 42k 47.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.9M 3.2k 596.13
Costco Wholesale Corporation (COST) 0.1 $1.9M 2.0k 925.63
Wells Fargo & Company (WFC) 0.1 $1.8M 22k 83.82
Mastercard Incorporated Cl A (MA) 0.1 $1.8M 3.1k 568.66
Lowe's Companies (LOW) 0.1 $1.8M 7.0k 251.31
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.8M 12k 142.41
Bank of America Corporation (BAC) 0.1 $1.7M 33k 51.59
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $1.7M 14k 125.95
Netflix (NFLX) 0.1 $1.7M 1.4k 1198.92
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.6M 12k 140.95
Visa Com Cl A (V) 0.0 $1.6M 4.8k 341.41
Raytheon Technologies Corp (RTX) 0.0 $1.6M 9.4k 167.33
Union Pacific Corporation (UNP) 0.0 $1.5M 6.4k 236.37
General Dynamics Corporation (GD) 0.0 $1.5M 4.4k 341.00
Walt Disney Company (DIS) 0.0 $1.5M 13k 114.50
Trane Technologies SHS (TT) 0.0 $1.5M 3.6k 421.92
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $1.5M 51k 29.11
Automatic Data Processing (ADP) 0.0 $1.4M 4.9k 293.50
American Express Company (AXP) 0.0 $1.4M 4.3k 332.16
Paychex (PAYX) 0.0 $1.4M 11k 126.76
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $1.3M 4.5k 297.62
Ishares Msci Emerg Mrkt (EEMV) 0.0 $1.3M 20k 63.83
International Business Machines (IBM) 0.0 $1.3M 4.5k 282.18
Marathon Petroleum Corp (MPC) 0.0 $1.3M 6.6k 192.74
Amgen (AMGN) 0.0 $1.3M 4.5k 282.20
Ge Aerospace Com New (GE) 0.0 $1.3M 4.2k 300.82
Cisco Systems (CSCO) 0.0 $1.2M 18k 68.42
Wal-Mart Stores (WMT) 0.0 $1.2M 12k 103.06
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $1.2M 11k 111.48
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $1.2M 40k 30.39
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $1.2M 5.8k 209.34
Caterpillar (CAT) 0.0 $1.2M 2.5k 477.05
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $1.2M 24k 48.03
Merck & Co (MRK) 0.0 $1.2M 14k 83.94
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $1.1M 13k 88.14
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $1.1M 3.4k 320.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.1M 40k 27.30
3M Company (MMM) 0.0 $1.1M 7.0k 155.19
UnitedHealth (UNH) 0.0 $1.1M 3.1k 345.33
Select Sector Spdr Tr Technology (XLK) 0.0 $1.0M 3.7k 281.86
Adobe Systems Incorporated (ADBE) 0.0 $1.0M 2.9k 352.75
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $1.0M 3.4k 293.74
Silgan Holdings (SLGN) 0.0 $995k 23k 43.01
Simon Property (SPG) 0.0 $993k 5.3k 187.68
salesforce (CRM) 0.0 $984k 4.2k 237.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $978k 31k 31.91
Spdr Gold Tr Gold Shs (GLD) 0.0 $942k 2.6k 355.47
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $937k 16k 58.85
Ishares Tr Esg Optimized (SUSA) 0.0 $932k 6.9k 135.65
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $906k 18k 49.46
Ishares Tr Core Div Grwth (DGRO) 0.0 $901k 13k 68.08
Ishares Tr Select Divid Etf (DVY) 0.0 $888k 6.3k 142.10
Capital One Financial (COF) 0.0 $874k 4.1k 212.57
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $872k 4.2k 206.53
Us Bancorp Del Com New (USB) 0.0 $862k 18k 48.33
Ishares Tr Msci Gbl Sus Dev (SDG) 0.0 $847k 10k 83.20
Coca-Cola Company (KO) 0.0 $844k 13k 66.32
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $838k 13k 64.14
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $825k 10k 81.19
Soleno Therapeutics (SLNO) 0.0 $820k 12k 67.60
Danaher Corporation (DHR) 0.0 $819k 4.1k 198.25
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $804k 13k 60.03
Spdr Index Shs Fds Msci Emrg Mkts (QEMM) 0.0 $802k 12k 66.29
Thermo Fisher Scientific (TMO) 0.0 $784k 1.6k 485.02
Uber Technologies (UBER) 0.0 $754k 7.7k 97.97
Ishares Tr Core High Dv Etf (HDV) 0.0 $752k 6.1k 122.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $743k 5.4k 137.79
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $740k 5.1k 145.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $738k 8.9k 82.96
Canadian Pacific Kansas City (CP) 0.0 $730k 9.8k 74.49
Docusign (DOCU) 0.0 $728k 10k 72.09
Pfizer (PFE) 0.0 $714k 28k 25.48
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $705k 2.4k 293.79
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $700k 13k 52.12
Goldman Sachs (GS) 0.0 $698k 876.00 796.35
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $694k 4.9k 141.50
Kinder Morgan (KMI) 0.0 $678k 24k 28.31
Ishares Tr Core Total Usd (IUSB) 0.0 $662k 14k 46.71
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $653k 17k 37.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $641k 3.7k 174.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $636k 27k 23.28
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $618k 3.7k 165.68
Huntington Bancshares Incorporated (HBAN) 0.0 $616k 36k 17.27
Applied Materials (AMAT) 0.0 $615k 3.0k 204.74
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $607k 21k 29.64
Ishares Gold Tr Ishares New (IAU) 0.0 $572k 7.9k 72.77
Datadog Cl A Com (DDOG) 0.0 $570k 4.0k 142.40
Jfrog Ord Shs (FROG) 0.0 $556k 12k 47.33
Comcast Corp Cl A (CMCSA) 0.0 $535k 17k 31.42
McDonald's Corporation (MCD) 0.0 $529k 1.7k 303.86
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $516k 4.0k 129.72
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $515k 7.0k 73.48
FedEx Corporation (FDX) 0.0 $514k 2.2k 235.81
Servicenow (NOW) 0.0 $507k 551.00 920.28
Morgan Stanley Com New (MS) 0.0 $500k 3.1k 158.94
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $499k 14k 36.55
Ge Vernova (GEV) 0.0 $495k 805.00 614.90
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $488k 4.5k 108.70
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $485k 4.7k 103.07
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $481k 1.1k 435.46
Vanguard World Materials Etf (VAW) 0.0 $476k 2.3k 204.86
Ishares Tr Tips Bd Etf (TIP) 0.0 $476k 4.3k 111.22
Esab Corporation (ESAB) 0.0 $472k 4.2k 111.74
Deere & Company (DE) 0.0 $460k 1.0k 457.26
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $454k 5.8k 78.91
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $446k 5.7k 78.34
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $440k 5.6k 78.90
Truist Financial Corp equities (TFC) 0.0 $434k 9.5k 45.72
Eli Lilly & Co. (LLY) 0.0 $433k 567.00 763.00
Blackrock (BLK) 0.0 $427k 366.00 1165.87
Eaton Corp SHS (ETN) 0.0 $424k 1.1k 374.25
Duke Energy Corp Com New (DUK) 0.0 $414k 3.3k 123.77
Starbucks Corporation (SBUX) 0.0 $412k 4.9k 84.61
Ecolab (ECL) 0.0 $411k 1.5k 273.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $409k 2.1k 194.50
Intel Corporation (INTC) 0.0 $408k 12k 33.55
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $402k 1.5k 271.12
Ishares Tr Global Reit Etf (REET) 0.0 $399k 16k 25.56
Jefferies Finl Group (JEF) 0.0 $397k 6.1k 65.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $395k 17k 23.47
Ishares Tr Morningstar Grwt (ILCG) 0.0 $386k 3.7k 104.30
Palo Alto Networks (PANW) 0.0 $376k 1.8k 203.62
Palvella Therapeutics Inc Ne (PVLA) 0.0 $367k 5.9k 62.69
Waste Management (WM) 0.0 $365k 1.7k 220.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $357k 13k 27.90
Metropcs Communications (TMUS) 0.0 $355k 1.5k 239.38
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) 0.0 $353k 14k 25.23
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $352k 758.00 463.74
Dominion Resources (D) 0.0 $350k 5.7k 61.17
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $350k 6.6k 53.03
GSK Sponsored Adr (GSK) 0.0 $345k 8.0k 43.16
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $343k 9.6k 35.69
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $341k 2.4k 139.67
Sterling Construction Company (STRL) 0.0 $340k 1.0k 339.68
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $338k 4.2k 79.93
Parker-Hannifin Corporation (PH) 0.0 $336k 443.00 758.15
Lockheed Martin Corporation (LMT) 0.0 $329k 659.00 499.21
Blackstone Group Inc Com Cl A (BX) 0.0 $325k 1.9k 170.85
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $324k 12k 27.81
Ishares Tr Core 30/70 Conse (AOK) 0.0 $324k 8.1k 40.16
ConocoPhillips (COP) 0.0 $316k 3.3k 94.59
Illinois Tool Works (ITW) 0.0 $315k 1.2k 260.76
Nextera Energy (NEE) 0.0 $313k 4.2k 75.49
Medtronic SHS (MDT) 0.0 $308k 3.2k 95.24
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $307k 4.1k 75.11
Charter Communications Inc N Cl A (CHTR) 0.0 $305k 1.1k 275.11
Spdr Series Trust Dj Reit Etf (RWR) 0.0 $304k 3.0k 100.29
Verizon Communications (VZ) 0.0 $304k 6.9k 43.95
McKesson Corporation (MCK) 0.0 $301k 390.00 772.54
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $295k 4.1k 72.44
Flexshares Tr Us Quality Cap (QLC) 0.0 $293k 3.8k 77.97
Honeywell International (HON) 0.0 $290k 1.4k 210.50
Vanguard World Mega Grwth Ind (MGK) 0.0 $287k 714.00 402.51
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.0 $286k 30k 9.61
Bristol Myers Squibb (BMY) 0.0 $280k 6.2k 45.10
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $279k 2.8k 99.53
National Fuel Gas (NFG) 0.0 $277k 3.0k 92.37
Box Cl A (BOX) 0.0 $277k 8.6k 32.27
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $277k 3.2k 87.21
Booking Holdings (BKNG) 0.0 $275k 51.00 5399.27
Enbridge (ENB) 0.0 $274k 5.4k 50.46
Novo-nordisk A S Adr (NVO) 0.0 $274k 4.9k 55.49
Boeing Company (BA) 0.0 $274k 1.3k 215.95
Totalenergies Se Sponsored Ads (TTE) 0.0 $269k 4.5k 59.69
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $268k 4.1k 65.00
MetLife (MET) 0.0 $265k 3.2k 82.37
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $263k 3.3k 79.80
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $253k 6.3k 40.18
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $252k 2.5k 99.77
American Intl Group Com New (AIG) 0.0 $245k 3.1k 78.54
Novartis Sponsored Adr (NVS) 0.0 $244k 1.9k 128.24
Linde SHS (LIN) 0.0 $242k 509.00 475.00
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $241k 2.0k 120.49
Arista Networks Com Shs (ANET) 0.0 $241k 1.7k 145.71
Arthur J. Gallagher & Co. (AJG) 0.0 $239k 771.00 309.74
Vanguard World Health Car Etf (VHT) 0.0 $238k 919.00 259.46
Intercontinental Exchange (ICE) 0.0 $238k 1.4k 168.48
Dimensional Etf Trust World Equity Etf (DFAW) 0.0 $237k 3.3k 71.86
Chubb (CB) 0.0 $232k 823.00 282.25
Southern California Bancorp (BCAL) 0.0 $232k 14k 16.68
Philip Morris International (PM) 0.0 $225k 1.4k 162.20
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $221k 8.6k 25.79
General Mills (GIS) 0.0 $217k 4.3k 50.42
At&t (T) 0.0 $217k 7.7k 28.24
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $216k 8.2k 26.30
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $215k 1.9k 113.88
Intuit (INTU) 0.0 $212k 310.00 683.57
Resideo Technologies (REZI) 0.0 $212k 4.9k 43.18
Cigna Corp (CI) 0.0 $211k 732.00 288.25
Accenture Plc Ireland Shs Class A (ACN) 0.0 $209k 847.00 246.60
Ishares Tr U.s. Tech Etf (IYW) 0.0 $204k 1.0k 195.78
Xeris Pharmaceuticals (XERS) 0.0 $163k 20k 8.14
Nokia Corp Sponsored Adr (NOK) 0.0 $111k 23k 4.81
Ambev Sa Sponsored Adr (ABEV) 0.0 $56k 25k 2.23