iShares Russell Midcap Value Index
(IWS)
|
5.3 |
$15M |
|
167k |
86.86 |
Vanguard Small-Cap Value ETF
(VBR)
|
4.9 |
$14M |
|
105k |
128.73 |
iShares Barclays TIPS Bond Fund
(TIP)
|
3.5 |
$9.6M |
|
85k |
113.07 |
iShares S&P MidCap 400 Index
(IJH)
|
3.4 |
$9.5M |
|
50k |
189.39 |
Vanguard Dividend Appreciation ETF
(VIG)
|
3.4 |
$9.4M |
|
85k |
109.63 |
Vanguard Small-Cap Growth ETF
(VBK)
|
3.2 |
$8.7M |
|
49k |
179.72 |
iShares S&P SmallCap 600 Value Idx
(IJS)
|
2.9 |
$8.0M |
|
55k |
147.55 |
iShares S&P 500 Value Index
(IVE)
|
2.9 |
$8.0M |
|
71k |
112.74 |
iShares S&P 500 Index
(IVV)
|
2.9 |
$7.9M |
|
28k |
284.56 |
iShares S&P MidCap 400 Value Index
(IJJ)
|
2.9 |
$7.9M |
|
50k |
156.96 |
Pepsi
(PEP)
|
2.8 |
$7.6M |
|
62k |
122.55 |
Sch Us Mid-cap Etf etf
(SCHM)
|
2.6 |
$7.1M |
|
129k |
55.39 |
Vanguard Mid-Cap Value ETF
(VOE)
|
2.5 |
$6.9M |
|
64k |
107.88 |
Vanguard Total Stock Market ETF
(VTI)
|
2.5 |
$6.7M |
|
47k |
144.72 |
Ishares Tr eafe min volat
(EFAV)
|
2.3 |
$6.4M |
|
89k |
72.00 |
iShares Cohen & Steers Realty Maj.
(ICF)
|
2.1 |
$5.9M |
|
53k |
111.20 |
iShares Russell 1000 Value Index
(IWD)
|
2.1 |
$5.9M |
|
47k |
123.49 |
SPDR DJ Wilshire Small Cap
|
1.8 |
$4.8M |
|
72k |
66.67 |
iShares Lehman 7-10 Yr Treas. Bond
(IEF)
|
1.7 |
$4.8M |
|
45k |
106.66 |
Apple
(AAPL)
|
1.7 |
$4.6M |
|
24k |
189.96 |
Schwab Strategic Tr 0
(SCHP)
|
1.6 |
$4.6M |
|
83k |
55.00 |
iShares S&P SmallCap 600 Growth
(IJT)
|
1.6 |
$4.3M |
|
24k |
178.46 |
ProShares Ultra S&P500
(SSO)
|
1.5 |
$4.1M |
|
35k |
117.80 |
iShares MSCI Emerging Markets Indx
(EEM)
|
1.4 |
$3.9M |
|
92k |
42.92 |
iShares Lehman Aggregate Bond
(AGG)
|
1.4 |
$3.9M |
|
36k |
109.06 |
iShares S&P MidCap 400 Growth
(IJK)
|
1.3 |
$3.6M |
|
17k |
219.12 |
iShares MSCI EAFE Index Fund
(EFA)
|
1.3 |
$3.5M |
|
54k |
64.86 |
iShares Russell 3000 Value Index
(IUSV)
|
1.3 |
$3.5M |
|
64k |
54.83 |
Johnson & Johnson
(JNJ)
|
1.2 |
$3.3M |
|
24k |
139.78 |
SPDR S&P Dividend
(SDY)
|
1.1 |
$3.1M |
|
32k |
99.41 |
Vanguard REIT ETF
(VNQ)
|
1.1 |
$3.0M |
|
35k |
86.91 |
W.R. Berkley Corporation
(WRB)
|
1.0 |
$2.9M |
|
34k |
84.72 |
Schwab U S Small Cap ETF
(SCHA)
|
1.0 |
$2.9M |
|
41k |
69.92 |
Walt Disney Company
(DIS)
|
1.0 |
$2.7M |
|
25k |
111.04 |
iShares Dow Jones Select Dividend
(DVY)
|
1.0 |
$2.7M |
|
28k |
98.19 |
iShares S&P 500 Growth Index
(IVW)
|
1.0 |
$2.6M |
|
15k |
172.37 |
SPDR S&P Biotech
(XBI)
|
0.9 |
$2.4M |
|
27k |
90.54 |
iShares S&P NA Tech. Sec. Idx
(IGM)
|
0.9 |
$2.4M |
|
12k |
206.19 |
iShares S&P SmallCap 600 Index
(IJR)
|
0.9 |
$2.4M |
|
31k |
77.15 |
iShares Russell Midcap Index Fund
(IWR)
|
0.8 |
$2.2M |
|
40k |
53.96 |
Pimco Total Return Etf totl
(BOND)
|
0.8 |
$2.1M |
|
20k |
105.55 |
iShares Russell 2000 Value Index
(IWN)
|
0.7 |
$2.1M |
|
17k |
119.89 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.7 |
$2.0M |
|
5.8k |
345.45 |
Pjt Partners
(PJT)
|
0.7 |
$2.0M |
|
47k |
41.79 |
Pfizer
(PFE)
|
0.7 |
$1.9M |
|
45k |
42.46 |
Energy Select Sector SPDR
(XLE)
|
0.7 |
$1.9M |
|
29k |
66.12 |
Vanguard Short Term Corporate Bond ETF
(VCSH)
|
0.6 |
$1.8M |
|
22k |
79.75 |
Spdr S&p 500 Etf
(SPY)
|
0.6 |
$1.7M |
|
6.0k |
282.51 |
PowerShares QQQ Trust, Series 1
|
0.6 |
$1.6M |
|
8.8k |
179.62 |
Schwab U S Broad Market ETF
(SCHB)
|
0.6 |
$1.5M |
|
22k |
68.04 |
Vanguard Information Technology ETF
(VGT)
|
0.5 |
$1.4M |
|
7.1k |
200.71 |
Schwab Strategic Tr us lrg cap etf
(SCHX)
|
0.5 |
$1.4M |
|
21k |
67.60 |
iShares S&P NA Nat. Re. Sc. Idx
(IGE)
|
0.5 |
$1.4M |
|
44k |
31.38 |
Vanguard Energy ETF
(VDE)
|
0.5 |
$1.4M |
|
15k |
89.36 |
Vanguard Intermediate-Term Bond ETF
(BIV)
|
0.5 |
$1.4M |
|
16k |
83.90 |
Caterpillar
(CAT)
|
0.5 |
$1.3M |
|
9.6k |
135.47 |
Abbott Laboratories
(ABT)
|
0.5 |
$1.2M |
|
15k |
79.95 |
SPDR DJ Wilshire Mid Cap Growth
(MDYG)
|
0.5 |
$1.2M |
|
24k |
52.54 |
Procter & Gamble Company
(PG)
|
0.4 |
$1.2M |
|
11k |
104.07 |
Berkshire Hathaway
(BRK.B)
|
0.4 |
$1.1M |
|
5.7k |
200.95 |
Vanguard Growth ETF
(VUG)
|
0.4 |
$992k |
|
6.3k |
156.39 |
iShares Dow Jones US Pharm Indx
(IHE)
|
0.4 |
$982k |
|
6.4k |
153.92 |
Wal-Mart Stores
(WMT)
|
0.3 |
$940k |
|
9.6k |
97.49 |
Omni
(OMC)
|
0.3 |
$942k |
|
13k |
72.96 |
Vanguard Short-Term Bond ETF
(BSV)
|
0.3 |
$842k |
|
11k |
79.58 |
iShares Russell 1000 Growth Index
(IWF)
|
0.3 |
$837k |
|
5.5k |
151.33 |
Charter Communications Inc New Cl A cl a
(CHTR)
|
0.3 |
$827k |
|
2.4k |
346.90 |
Amazon
(AMZN)
|
0.3 |
$801k |
|
450.00 |
1780.00 |
Abbvie
(ABBV)
|
0.3 |
$805k |
|
10k |
80.56 |
International Business Machines
(IBM)
|
0.3 |
$783k |
|
5.6k |
141.08 |
Vanguard Small-Cap ETF
(VB)
|
0.3 |
$753k |
|
4.9k |
152.83 |
Cisco Systems
(CSCO)
|
0.3 |
$710k |
|
13k |
54.02 |
iShares Lehman 1-3 Year Treas.Bond
(SHY)
|
0.3 |
$721k |
|
8.6k |
84.15 |
Paychex
(PAYX)
|
0.2 |
$663k |
|
8.3k |
80.21 |
Schwab Strategic Tr intrm trm
(SCHR)
|
0.2 |
$650k |
|
12k |
53.81 |
1/100 Berkshire Htwy Cla 100
|
0.2 |
$602k |
|
200.00 |
3010.00 |
Domino's Pizza
(DPZ)
|
0.2 |
$563k |
|
2.2k |
258.14 |
Vanguard Emerging Markets ETF
(VWO)
|
0.2 |
$539k |
|
13k |
42.51 |
Schwab Strategic Tr us reit etf
(SCHH)
|
0.2 |
$546k |
|
12k |
44.40 |
iShares Russell 3000 Growth Index
(IUSG)
|
0.2 |
$525k |
|
8.7k |
60.31 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$402k |
|
5.0k |
80.76 |
Microsoft Corporation
(MSFT)
|
0.1 |
$385k |
|
3.3k |
117.88 |
Canadian Pacific Railway
|
0.1 |
$381k |
|
1.9k |
205.95 |
PowerShares Insured Nati Muni Bond
|
0.1 |
$374k |
|
15k |
25.64 |
General Electric Company
|
0.1 |
$359k |
|
36k |
10.00 |
Analog Devices
(ADI)
|
0.1 |
$364k |
|
3.5k |
105.26 |
iShares Morningstar Large Core Idx
(ILCB)
|
0.1 |
$370k |
|
2.3k |
160.17 |
Darden Restaurants
(DRI)
|
0.1 |
$334k |
|
2.8k |
121.45 |
Boston Beer Company
(SAM)
|
0.1 |
$322k |
|
1.1k |
294.33 |
iShares S&P 100 Index
(OEF)
|
0.1 |
$326k |
|
2.6k |
125.29 |
CBS Corporation
|
0.1 |
$308k |
|
6.5k |
47.51 |
Alphabet Inc Class C cs
(GOOG)
|
0.1 |
$317k |
|
270.00 |
1174.07 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$274k |
|
2.7k |
101.41 |
Vanguard Europe Pacific ETF
(VEA)
|
0.1 |
$270k |
|
6.6k |
40.88 |
Schwab Emerging Markets Equity ETF
(SCHE)
|
0.1 |
$278k |
|
11k |
26.05 |
Alphabet Inc Class A cs
(GOOGL)
|
0.1 |
$274k |
|
233.00 |
1175.97 |
Chevron Corporation
(CVX)
|
0.1 |
$260k |
|
2.1k |
123.22 |
Financial Select Sector SPDR
(XLF)
|
0.1 |
$251k |
|
9.8k |
25.74 |
iShares MSCI Canada Index
(EWC)
|
0.1 |
$246k |
|
8.9k |
27.67 |
iShares Morningstar Small Value
(ISCV)
|
0.1 |
$246k |
|
1.8k |
137.82 |
PowerShares Insured NY Muni. Bond
|
0.1 |
$249k |
|
10k |
24.54 |
Vulcan Materials Company
(VMC)
|
0.1 |
$233k |
|
2.0k |
118.21 |
iShares NASDAQ Biotechnology Index
(IBB)
|
0.1 |
$212k |
|
1.9k |
111.70 |
iShares Russell 1000 Index
(IWB)
|
0.1 |
$219k |
|
1.4k |
156.99 |
Assurant
(AIZ)
|
0.1 |
$205k |
|
2.2k |
94.73 |
Southridge Ent Inc New sk
(SRGE)
|
0.0 |
$0 |
|
24k |
0.00 |