Vanguard Small-Cap Value ETF
(VBR)
|
5.1 |
$17M |
|
123k |
137.07 |
iShares Russell Midcap Value Index
(IWS)
|
4.8 |
$16M |
|
166k |
94.77 |
Vanguard Small-Cap Growth ETF
(VBK)
|
3.7 |
$12M |
|
61k |
198.70 |
Ishares Tr eafe min volat
(EFAV)
|
3.4 |
$11M |
|
151k |
74.54 |
Vanguard Dividend Appreciation ETF
(VIG)
|
3.3 |
$11M |
|
87k |
124.65 |
iShares S&P MidCap 400 Index
(IJH)
|
3.2 |
$11M |
|
52k |
205.83 |
iShares Barclays TIPS Bond Fund
(TIP)
|
2.9 |
$9.7M |
|
83k |
116.57 |
Sch Us Mid-cap Etf etf
(SCHM)
|
2.8 |
$9.2M |
|
154k |
60.15 |
iShares S&P 500 Index
(IVV)
|
2.7 |
$8.9M |
|
27k |
323.23 |
iShares S&P SmallCap 600 Value Idx
(IJS)
|
2.6 |
$8.5M |
|
53k |
160.81 |
Vanguard Mid-Cap Value ETF
(VOE)
|
2.6 |
$8.5M |
|
71k |
119.19 |
iShares S&P MidCap 400 Value Index
(IJJ)
|
2.5 |
$8.3M |
|
49k |
170.74 |
Vanguard Total Stock Market ETF
(VTI)
|
2.5 |
$8.1M |
|
49k |
163.63 |
Schwab Strategic Tr 0
(SCHP)
|
2.3 |
$7.7M |
|
137k |
56.63 |
iShares S&P 500 Value Index
(IVE)
|
2.3 |
$7.5M |
|
58k |
130.09 |
Apple
(AAPL)
|
2.2 |
$7.2M |
|
25k |
293.63 |
Pepsi
(PEP)
|
2.0 |
$6.6M |
|
49k |
136.68 |
iShares Cohen & Steers Realty Maj.
(ICF)
|
1.9 |
$6.2M |
|
53k |
116.98 |
Vanguard Intermediate-Term Bond ETF
(BIV)
|
1.8 |
$5.8M |
|
67k |
87.22 |
Vanguard Short Term Corporate Bond ETF
(VCSH)
|
1.7 |
$5.5M |
|
69k |
81.03 |
ProShares Ultra S&P500
(SSO)
|
1.6 |
$5.2M |
|
35k |
150.85 |
iShares Lehman 7-10 Yr Treas. Bond
(IEF)
|
1.5 |
$5.0M |
|
45k |
110.21 |
Fidelity msci rl est etf
(FREL)
|
1.5 |
$5.0M |
|
180k |
27.86 |
SPDR DJ Wilshire Small Cap
|
1.5 |
$5.0M |
|
68k |
72.45 |
iShares S&P SmallCap 600 Growth
(IJT)
|
1.3 |
$4.3M |
|
22k |
193.29 |
iShares Russell 1000 Value Index
(IWD)
|
1.3 |
$4.2M |
|
31k |
136.48 |
iShares Lehman Aggregate Bond
(AGG)
|
1.2 |
$4.0M |
|
36k |
112.38 |
iShares MSCI Emerging Markets Indx
(EEM)
|
1.2 |
$4.0M |
|
88k |
44.87 |
iShares Russell 3000 Value Index
(IUSV)
|
1.2 |
$4.0M |
|
63k |
63.03 |
iShares S&P MidCap 400 Growth
(IJK)
|
1.2 |
$3.9M |
|
16k |
238.13 |
iShares MSCI EAFE Index Fund
(EFA)
|
1.1 |
$3.7M |
|
54k |
69.44 |
Walt Disney Company
(DIS)
|
1.1 |
$3.5M |
|
24k |
144.62 |
Vanguard REIT ETF
(VNQ)
|
1.0 |
$3.2M |
|
35k |
92.79 |
Schwab U S Small Cap ETF
(SCHA)
|
1.0 |
$3.2M |
|
42k |
75.63 |
W.R. Berkley Corporation
(WRB)
|
0.9 |
$3.1M |
|
45k |
69.11 |
SPDR S&P Dividend
(SDY)
|
0.9 |
$3.1M |
|
29k |
107.56 |
Schwab Emerging Markets Equity ETF
(SCHE)
|
0.9 |
$3.0M |
|
110k |
27.37 |
iShares S&P 500 Growth Index
(IVW)
|
0.9 |
$3.0M |
|
15k |
193.67 |
Ishares Tr yld optim bd
(BYLD)
|
0.9 |
$3.0M |
|
116k |
25.67 |
Vanguard Small-Cap ETF
(VB)
|
0.9 |
$2.9M |
|
17k |
165.63 |
iShares S&P NA Tech. Sec. Idx
(IGM)
|
0.8 |
$2.7M |
|
11k |
242.14 |
iShares S&P SmallCap 600 Index
(IJR)
|
0.8 |
$2.7M |
|
32k |
83.86 |
SPDR S&P Biotech
(XBI)
|
0.8 |
$2.5M |
|
27k |
95.09 |
iShares Russell Midcap Index Fund
(IWR)
|
0.7 |
$2.4M |
|
40k |
59.62 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.7 |
$2.2M |
|
5.8k |
375.41 |
Pimco Total Return Etf totl
(BOND)
|
0.7 |
$2.2M |
|
20k |
107.83 |
Pjt Partners
(PJT)
|
0.7 |
$2.2M |
|
48k |
45.13 |
Johnson & Johnson
(JNJ)
|
0.7 |
$2.2M |
|
15k |
145.88 |
iShares Russell 2000 Value Index
(IWN)
|
0.6 |
$2.1M |
|
16k |
128.58 |
iShares Dow Jones Select Dividend
(DVY)
|
0.6 |
$2.0M |
|
19k |
105.66 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.6 |
$1.9M |
|
9.2k |
212.66 |
Spdr S&p 500 Etf
(SPY)
|
0.6 |
$1.8M |
|
5.7k |
321.95 |
Vanguard Information Technology ETF
(VGT)
|
0.5 |
$1.7M |
|
7.0k |
244.90 |
Vanguard Mid-Cap Growth ETF
(VOT)
|
0.5 |
$1.7M |
|
11k |
158.82 |
Schwab Strategic Tr us lrg cap etf
(SCHX)
|
0.5 |
$1.6M |
|
21k |
76.82 |
Pfizer
(PFE)
|
0.5 |
$1.6M |
|
41k |
39.18 |
Energy Select Sector SPDR
(XLE)
|
0.5 |
$1.6M |
|
27k |
60.05 |
Procter & Gamble Company
(PG)
|
0.4 |
$1.4M |
|
11k |
124.91 |
SPDR DJ Wilshire Mid Cap Growth
(MDYG)
|
0.4 |
$1.4M |
|
24k |
57.09 |
Caterpillar
(CAT)
|
0.4 |
$1.4M |
|
9.2k |
147.68 |
Schwab U S Broad Market ETF
(SCHB)
|
0.4 |
$1.3M |
|
18k |
76.89 |
Abbott Laboratories
(ABT)
|
0.4 |
$1.3M |
|
15k |
86.85 |
Berkshire Hathaway
(BRK.B)
|
0.4 |
$1.2M |
|
5.4k |
226.55 |
Vanguard Energy ETF
(VDE)
|
0.4 |
$1.2M |
|
15k |
81.51 |
Vanguard Mid-Cap ETF
(VO)
|
0.3 |
$1.2M |
|
6.5k |
178.25 |
iShares S&P NA Nat. Re. Sc. Idx
(IGE)
|
0.3 |
$1.2M |
|
39k |
30.09 |
Vanguard Growth ETF
(VUG)
|
0.3 |
$1.1M |
|
6.0k |
182.12 |
Domino's Pizza
(DPZ)
|
0.3 |
$1.0M |
|
3.5k |
293.67 |
Wal-Mart Stores
(WMT)
|
0.3 |
$943k |
|
7.9k |
118.83 |
Charter Communications Inc New Cl A cl a
(CHTR)
|
0.3 |
$955k |
|
2.0k |
485.26 |
Moody's Corporation
(MCO)
|
0.3 |
$856k |
|
3.6k |
237.38 |
Vanguard Short-Term Bond ETF
(BSV)
|
0.2 |
$820k |
|
10k |
80.65 |
Amazon
(AMZN)
|
0.2 |
$832k |
|
450.00 |
1848.89 |
iShares Russell 1000 Growth Index
(IWF)
|
0.2 |
$837k |
|
4.8k |
175.84 |
Omni
(OMC)
|
0.2 |
$777k |
|
9.6k |
81.01 |
Paychex
(PAYX)
|
0.2 |
$686k |
|
8.1k |
85.10 |
iShares Lehman 1-3 Year Treas.Bond
(SHY)
|
0.2 |
$709k |
|
8.4k |
84.65 |
1/100 Berkshire Htwy Cla 100
|
0.2 |
$679k |
|
200.00 |
3395.00 |
Schwab Strategic Tr intrm trm
(SCHR)
|
0.2 |
$660k |
|
12k |
54.91 |
Cisco Systems
(CSCO)
|
0.2 |
$633k |
|
13k |
47.94 |
iShares Dow Jones US Pharm Indx
(IHE)
|
0.2 |
$623k |
|
3.9k |
160.15 |
Vanguard Emerging Markets ETF
(VWO)
|
0.2 |
$583k |
|
13k |
44.51 |
iShares Russell 3000 Growth Index
(IUSG)
|
0.2 |
$593k |
|
8.8k |
67.59 |
Microsoft Corporation
(MSFT)
|
0.2 |
$559k |
|
3.5k |
157.69 |
Powershs Exch Trad Fd Tr Insured New York Muni ny amt fre mun
(PZT)
|
0.2 |
$513k |
|
20k |
25.36 |
Canadian Pacific Railway
|
0.1 |
$472k |
|
1.9k |
255.14 |
Schwab U S Large Cap Growth ETF
(SCHG)
|
0.1 |
$479k |
|
5.2k |
92.88 |
Analog Devices
(ADI)
|
0.1 |
$417k |
|
3.5k |
118.87 |
Boston Beer Company
(SAM)
|
0.1 |
$413k |
|
1.1k |
377.51 |
Schwab Strategic Tr us reit etf
(SCHH)
|
0.1 |
$412k |
|
9.0k |
45.95 |
Hewlett-Packard Company
|
0.1 |
$373k |
|
18k |
20.52 |
iShares S&P 100 Index
(OEF)
|
0.1 |
$378k |
|
2.6k |
144.05 |
Alphabet Inc Class C cs
(GOOG)
|
0.1 |
$361k |
|
270.00 |
1337.04 |
Vanguard Europe Pacific ETF
(VEA)
|
0.1 |
$344k |
|
7.8k |
44.07 |
iShares Morningstar Large Core Idx
(ILCB)
|
0.1 |
$337k |
|
1.8k |
184.56 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$311k |
|
2.2k |
139.59 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$300k |
|
4.3k |
69.77 |
Financial Select Sector SPDR
(XLF)
|
0.1 |
$284k |
|
9.2k |
30.81 |
Alphabet Inc Class A cs
(GOOGL)
|
0.1 |
$312k |
|
233.00 |
1339.06 |
Home Depot
(HD)
|
0.1 |
$266k |
|
1.2k |
218.57 |
Chevron Corporation
(CVX)
|
0.1 |
$255k |
|
2.1k |
120.34 |
iShares Russell 1000 Index
(IWB)
|
0.1 |
$252k |
|
1.4k |
178.09 |
iShares MSCI Canada Index
(EWC)
|
0.1 |
$261k |
|
8.7k |
29.91 |
iShares Morningstar Small Value
(ISCV)
|
0.1 |
$261k |
|
1.8k |
143.88 |
Pza etf
(PZA)
|
0.1 |
$248k |
|
9.4k |
26.43 |
Viacomcbs
(PARA)
|
0.1 |
$267k |
|
6.4k |
42.00 |
General Electric Company
|
0.1 |
$227k |
|
20k |
11.15 |
Vulcan Materials Company
(VMC)
|
0.1 |
$242k |
|
1.7k |
143.79 |
iShares NASDAQ Biotechnology Index
(IBB)
|
0.1 |
$221k |
|
1.8k |
120.37 |
Aramark Hldgs
(ARMK)
|
0.1 |
$206k |
|
4.7k |
43.50 |
Southridge Ent Inc New sk
(SRGE)
|
0.0 |
$0 |
|
24k |
0.00 |