|
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
27.1 |
$116M |
|
2.7M |
42.36 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
9.6 |
$41M |
|
610k |
67.22 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
7.4 |
$31M |
|
104k |
303.93 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
7.3 |
$31M |
|
71k |
438.40 |
|
Ishares Tr Hdg Msci Eafe
(HEFA)
|
7.1 |
$31M |
|
803k |
37.96 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
7.1 |
$30M |
|
108k |
279.83 |
|
Dbx Etf Tr Xtrack Msci Eafe
(DBEF)
|
6.0 |
$26M |
|
586k |
43.75 |
|
Vanguard World Consum Stp Etf
(VDC)
|
4.1 |
$18M |
|
80k |
219.00 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
3.4 |
$14M |
|
292k |
49.46 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.4 |
$10M |
|
102k |
99.20 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
2.0 |
$8.3M |
|
93k |
89.39 |
|
Ishares Tr Mbs Etf
(MBB)
|
1.8 |
$7.7M |
|
82k |
93.89 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.1 |
$4.6M |
|
7.5k |
617.88 |
|
Apple
(AAPL)
|
1.0 |
$4.3M |
|
21k |
205.17 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.9 |
$3.6M |
|
5.00 |
728800.00 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.8 |
$3.5M |
|
7.1k |
485.77 |
|
Abbvie
(ABBV)
|
0.7 |
$2.9M |
|
16k |
185.62 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.7 |
$2.9M |
|
102k |
28.05 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.6 |
$2.6M |
|
9.1k |
285.29 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.6 |
$2.5M |
|
5.8k |
424.60 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.5 |
$2.3M |
|
17k |
133.31 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.5 |
$2.0M |
|
66k |
30.14 |
|
Qualcomm
(QCOM)
|
0.4 |
$1.8M |
|
11k |
159.26 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.4 |
$1.6M |
|
26k |
62.02 |
|
Abbott Laboratories
(ABT)
|
0.4 |
$1.6M |
|
12k |
136.01 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.4 |
$1.5M |
|
8.7k |
177.39 |
|
Microsoft Corporation
(MSFT)
|
0.3 |
$1.4M |
|
2.9k |
497.40 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$1.3M |
|
7.7k |
176.23 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.3 |
$1.3M |
|
19k |
69.09 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.3 |
$1.2M |
|
11k |
110.10 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.3 |
$1.2M |
|
25k |
49.03 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.3 |
$1.2M |
|
20k |
60.03 |
|
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
0.2 |
$1.0M |
|
23k |
43.14 |
|
Phillips Edison & Co Common Stock
(PECO)
|
0.2 |
$895k |
|
26k |
35.03 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.2 |
$802k |
|
4.1k |
195.42 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$723k |
|
1.2k |
620.64 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$721k |
|
4.7k |
152.76 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$717k |
|
2.1k |
339.63 |
|
Costco Wholesale Corporation
(COST)
|
0.2 |
$655k |
|
662.00 |
989.94 |
|
Caterpillar
(CAT)
|
0.1 |
$548k |
|
1.4k |
388.21 |
|
Oneok
(OKE)
|
0.1 |
$544k |
|
6.7k |
81.63 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$538k |
|
23k |
23.83 |
|
Amazon
(AMZN)
|
0.1 |
$520k |
|
2.4k |
219.39 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$518k |
|
4.8k |
107.80 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.1 |
$506k |
|
6.4k |
78.69 |
|
Ishares Tr Us Consm Staples
(IYK)
|
0.1 |
$479k |
|
6.8k |
70.48 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$478k |
|
648.00 |
738.09 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$452k |
|
2.2k |
204.68 |
|
Kinder Morgan
(KMI)
|
0.1 |
$441k |
|
15k |
29.40 |
|
NVIDIA Corporation
(NVDA)
|
0.1 |
$398k |
|
2.5k |
157.99 |
|
International Business Machines
(IBM)
|
0.1 |
$379k |
|
1.3k |
294.71 |
|
Seagate Technology Hldngs Pl Ord Shs
(STX)
|
0.1 |
$371k |
|
2.6k |
144.33 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.1 |
$370k |
|
4.4k |
84.07 |
|
Philip Morris International
(PM)
|
0.1 |
$363k |
|
2.0k |
182.13 |
|
Vanguard World Health Car Etf
(VHT)
|
0.1 |
$353k |
|
1.4k |
248.29 |
|
American States Water Company
(AWR)
|
0.1 |
$341k |
|
4.5k |
76.67 |
|
At&t
(T)
|
0.1 |
$320k |
|
11k |
28.94 |
|
Boeing Company
(BA)
|
0.1 |
$318k |
|
1.5k |
209.52 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$292k |
|
1.4k |
215.79 |
|
American Water Works
(AWK)
|
0.1 |
$287k |
|
2.1k |
139.11 |
|
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$277k |
|
1.1k |
253.23 |
|
British Amern Tob Sponsored Adr
(BTI)
|
0.1 |
$275k |
|
5.8k |
47.33 |
|
Summit Therapeutics
(SMMT)
|
0.1 |
$272k |
|
13k |
21.28 |
|
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.1 |
$262k |
|
2.1k |
123.58 |
|
Pfizer
(PFE)
|
0.1 |
$261k |
|
11k |
24.24 |
|
Altria
(MO)
|
0.1 |
$257k |
|
4.4k |
58.63 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$250k |
|
1.7k |
149.58 |
|
Verizon Communications
(VZ)
|
0.1 |
$249k |
|
5.7k |
43.27 |
|
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
0.1 |
$246k |
|
2.4k |
102.92 |
|
Wal-Mart Stores
(WMT)
|
0.1 |
$233k |
|
2.4k |
97.78 |
|
Ishares Tr Core S&p Us Gwt
(IUSG)
|
0.1 |
$226k |
|
1.5k |
150.40 |
|
Vodafone Group Sponsored Adr
(VOD)
|
0.1 |
$223k |
|
21k |
10.66 |
|
Ishares Tr Expnd Tec Sc Etf
(IGM)
|
0.0 |
$208k |
|
1.8k |
112.34 |
|
Jefferies Finl Group
(JEF)
|
0.0 |
$205k |
|
3.7k |
54.69 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.0 |
$202k |
|
1.1k |
176.74 |