Vanguard Total Bond Market ETF
(BND)
|
12.0 |
$17M |
|
198k |
85.35 |
Vanguard Mega Cap 300 Growth Index ETF
(MGK)
|
8.4 |
$12M |
|
93k |
127.08 |
Vanguard Mid-Cap Growth ETF
(VOT)
|
8.0 |
$11M |
|
89k |
126.70 |
Vanguard Mega Cap 300 Value Index ETF
(MGV)
|
8.0 |
$11M |
|
170k |
66.01 |
Vanguard Small-Cap Growth ETF
(VBK)
|
7.9 |
$11M |
|
74k |
150.30 |
Vanguard Small-Cap Value ETF
(VBR)
|
7.5 |
$11M |
|
118k |
88.80 |
Vanguard Mid-Cap Value ETF
(VOE)
|
7.4 |
$10M |
|
127k |
81.29 |
Vanguard Pacific ETF
(VPL)
|
4.8 |
$6.8M |
|
124k |
55.16 |
Vanguard Emerging Markets ETF
(VWO)
|
4.8 |
$6.8M |
|
202k |
33.55 |
Vanguard European ETF
(VGK)
|
4.5 |
$6.3M |
|
146k |
43.28 |
PIMCO Enhanced Short Mat Str Fund ETF
(MINT)
|
2.9 |
$4.1M |
|
41k |
98.98 |
Barings Corporate Investors
(MCI)
|
2.8 |
$4.0M |
|
341k |
11.61 |
Pimco Etf Tr 0-5 high yield
(HYS)
|
2.8 |
$3.9M |
|
46k |
85.75 |
Apple
(AAPL)
|
2.4 |
$3.4M |
|
13k |
254.27 |
Vanguard Short-Term Bond ETF
(BSV)
|
1.9 |
$2.6M |
|
32k |
82.17 |
Vanguard Short Term Corporate Bond ETF
(VCSH)
|
1.3 |
$1.8M |
|
23k |
79.10 |
iShares Russell 1000 Growth Index
(IWF)
|
1.1 |
$1.5M |
|
10k |
150.65 |
Fibrogen
(FGEN)
|
0.9 |
$1.3M |
|
37k |
34.74 |
iShares Russell Midcap Growth Idx.
(IWP)
|
0.8 |
$1.1M |
|
9.4k |
121.55 |
At&t
(T)
|
0.8 |
$1.1M |
|
38k |
29.16 |
iShares MSCI Emerging Markets Indx
(EEM)
|
0.8 |
$1.1M |
|
32k |
34.13 |
iShares Russell 1000 Value Index
(IWD)
|
0.7 |
$966k |
|
9.7k |
99.22 |
Amazon
(AMZN)
|
0.7 |
$940k |
|
482.00 |
1950.21 |
iShares Russell Midcap Value Index
(IWS)
|
0.5 |
$762k |
|
12k |
64.06 |
Vanguard S&p 500 Etf idx
(VOO)
|
0.4 |
$620k |
|
2.6k |
236.91 |
iShares Russell 2000 Value Index
(IWN)
|
0.4 |
$564k |
|
6.9k |
81.99 |
Truist Financial Corp equities
(TFC)
|
0.4 |
$564k |
|
18k |
30.83 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$538k |
|
6.0k |
90.03 |
Intel Corporation
(INTC)
|
0.3 |
$446k |
|
8.2k |
54.11 |
iShares MSCI EAFE Index Fund
(EFA)
|
0.3 |
$381k |
|
7.1k |
53.52 |
Bank of America Corporation
(BAC)
|
0.3 |
$366k |
|
17k |
21.21 |
iShares Russell 2000 Growth Index
(IWO)
|
0.3 |
$364k |
|
2.3k |
158.05 |
SPDR Barclay Cp Intr Trm Cr Bd
(SPIB)
|
0.2 |
$357k |
|
11k |
34.00 |
Berkshire Hathaway
(BRK.B)
|
0.2 |
$340k |
|
1.9k |
182.80 |
Wells Fargo & Company
(WFC)
|
0.2 |
$331k |
|
12k |
28.74 |
Merck & Co
(MRK)
|
0.2 |
$333k |
|
4.3k |
77.05 |
Baxter International
(BAX)
|
0.2 |
$283k |
|
3.5k |
81.18 |
Spdr S&p 500 Etf
(SPY)
|
0.2 |
$281k |
|
1.1k |
257.80 |
Amgen
(AMGN)
|
0.2 |
$280k |
|
1.4k |
202.60 |
iShares S&P US Pref Stock Idx Fnd
(PFF)
|
0.2 |
$278k |
|
8.7k |
31.87 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$262k |
|
773.00 |
338.94 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$251k |
|
1.8k |
138.98 |
Pfizer
(PFE)
|
0.2 |
$250k |
|
7.6k |
32.69 |
Vanguard Admiral Fds Inc equity
(VOOV)
|
0.2 |
$233k |
|
2.5k |
93.20 |
Servisfirst Bancshares
(SFBS)
|
0.2 |
$244k |
|
8.3k |
29.33 |
PNC Financial Services
(PNC)
|
0.1 |
$214k |
|
2.2k |
95.75 |
Automatic Data Processing
(ADP)
|
0.1 |
$208k |
|
1.5k |
136.39 |
Philip Morris International
(PM)
|
0.1 |
$204k |
|
2.8k |
72.88 |
United Technologies Corporation
|
0.1 |
$211k |
|
2.2k |
94.15 |
Illinois Tool Works
(ITW)
|
0.1 |
$205k |
|
1.4k |
141.97 |
Hanesbrands
(HBI)
|
0.1 |
$200k |
|
26k |
7.86 |
Kayne Anderson MLP Investment
(KYN)
|
0.1 |
$134k |
|
37k |
3.62 |