Dimensional ETF Funds
(DFAI)
|
17.6 |
$162M |
|
5.5M |
29.67 |
Berkshire Hathaway Common Stock
(BRK.A)
|
10.9 |
$100M |
|
164.00 |
612241.00 |
Vanguard Index FDS Funds
(VTV)
|
10.5 |
$97M |
|
602k |
161.42 |
Vanguard Index FDS Funds
(VUG)
|
8.1 |
$75M |
|
201k |
374.47 |
Dimensional ETF Funds
(DFAE)
|
7.6 |
$70M |
|
2.7M |
25.87 |
iShares TR MSCI USA Funds
(QUAL)
|
7.5 |
$69M |
|
405k |
170.76 |
iShares Core US Funds
(AGG)
|
5.4 |
$50M |
|
517k |
97.07 |
Dimensional ETF Funds
(DFLV)
|
4.6 |
$43M |
|
1.5M |
28.91 |
Dimensional ETF Funds
(DFSV)
|
3.6 |
$33M |
|
1.2M |
28.78 |
Vanguard Scottsdale Funds
(VCSH)
|
2.6 |
$24M |
|
314k |
77.28 |
Vanguard Small-Cap Funds
(VB)
|
2.4 |
$22M |
|
101k |
218.89 |
iShares 0-5 Year Funds
(STIP)
|
1.8 |
$17M |
|
170k |
99.49 |
Apple Common Stock
(AAPL)
|
1.4 |
$13M |
|
61k |
210.62 |
Eli Lilly And Common Stock
(LLY)
|
1.2 |
$11M |
|
13k |
905.35 |
Microsoft Corp Common Stock
(MSFT)
|
1.0 |
$9.1M |
|
20k |
446.95 |
Nvidia Corporation Common Stock
(NVDA)
|
0.6 |
$5.9M |
|
48k |
123.54 |
Lam Research Corp Common Stock
|
0.6 |
$5.5M |
|
5.1k |
1066.86 |
Nushares ETF TR Funds
(NUSC)
|
0.4 |
$3.9M |
|
100k |
39.34 |
Nushares ETF TR Funds
(NUEM)
|
0.4 |
$3.9M |
|
137k |
28.67 |
Berkshire Hathaway Common Stock
(BRK.B)
|
0.4 |
$3.3M |
|
8.1k |
406.82 |
Broadcom Common Stock
(AVGO)
|
0.3 |
$3.2M |
|
2.0k |
1605.69 |
Nushares ETF TR Funds
(NULG)
|
0.3 |
$2.7M |
|
33k |
81.16 |
Salesforce.Com Common Stock
(CRM)
|
0.3 |
$2.7M |
|
10k |
257.10 |
Oracle Corp Common Stock
(ORCL)
|
0.3 |
$2.5M |
|
17k |
141.20 |
Alphabet Inc Cap STK Common Stock
(GOOGL)
|
0.2 |
$2.2M |
|
12k |
182.16 |
Nike Inc Class B Common Stock
(NKE)
|
0.2 |
$2.0M |
|
26k |
75.73 |
Exxon Mobil Corp Common Stock
(XOM)
|
0.2 |
$1.8M |
|
16k |
115.12 |
Amazon.Com Common Stock
(AMZN)
|
0.2 |
$1.8M |
|
9.2k |
193.25 |
Alphabet Inc Cap STK Common Stock
(GOOG)
|
0.2 |
$1.6M |
|
8.8k |
183.42 |
Merck &co Common Stock
(MRK)
|
0.1 |
$1.3M |
|
11k |
124.55 |
Taiwan Semiconductor Common Stock
(TSM)
|
0.1 |
$1.3M |
|
7.5k |
174.35 |
Johnson &johnson Common Stock
(JNJ)
|
0.1 |
$1.2M |
|
8.5k |
146.15 |
Novartis Common Stock
(NVS)
|
0.1 |
$1.2M |
|
11k |
106.46 |
Novo Nordisk A/S Common Stock
(NVO)
|
0.1 |
$1.2M |
|
8.4k |
142.75 |
Unitedhealth Group Common Stock
(UNH)
|
0.1 |
$1.1M |
|
2.2k |
509.22 |
iShares S&P 500 Funds
(IVV)
|
0.1 |
$1.1M |
|
2.0k |
547.18 |
Home Depot Common Stock
(HD)
|
0.1 |
$1.1M |
|
3.2k |
344.23 |
Vanguard Specialized Funds
(VIG)
|
0.1 |
$1.1M |
|
5.8k |
183.45 |
US Bancorp Common Stock
(USB)
|
0.1 |
$1.1M |
|
26k |
40.19 |
Costco Wholesale Common Stock
(COST)
|
0.1 |
$1.0M |
|
1.2k |
850.04 |
International Bus Common Stock
(IBM)
|
0.1 |
$1.0M |
|
5.8k |
172.95 |
Asml Holding NV Common Stock
(ASML)
|
0.1 |
$1.0M |
|
979.00 |
1022.73 |
Chevron Corp Common Stock
(CVX)
|
0.1 |
$982k |
|
6.3k |
156.41 |
Nushares ETF TR Funds
(NUBD)
|
0.1 |
$954k |
|
44k |
21.82 |
Abbott Laboratories Common Stock
(ABT)
|
0.1 |
$935k |
|
9.0k |
103.91 |
Starbucks Corp Common Stock
(SBUX)
|
0.1 |
$906k |
|
12k |
77.85 |
Netflix Common Stock
(NFLX)
|
0.1 |
$885k |
|
1.3k |
674.88 |
Facebook Inc-Class A Common Stock
(META)
|
0.1 |
$881k |
|
1.7k |
504.34 |
Cisco Systems Common Stock
(CSCO)
|
0.1 |
$828k |
|
17k |
47.51 |
Icici Bank Common Stock
(IBN)
|
0.1 |
$827k |
|
29k |
28.81 |
Amgen Common Stock
(AMGN)
|
0.1 |
$820k |
|
2.6k |
312.45 |
Visa Common Stock
(V)
|
0.1 |
$807k |
|
3.1k |
262.49 |
American Express Common Stock
(AXP)
|
0.1 |
$806k |
|
3.5k |
231.55 |
Qualcomm Common Stock
(QCOM)
|
0.1 |
$761k |
|
3.8k |
199.20 |
iShares TR Esg Awr Funds
(EAGG)
|
0.1 |
$752k |
|
16k |
46.61 |
iShares Core 1-5 Funds
(ISTB)
|
0.1 |
$752k |
|
16k |
47.37 |
Banc Of California Common Stock
(BANC)
|
0.1 |
$746k |
|
58k |
12.88 |
SAP ADR Rep 1 Ord Common Stock
(SAP)
|
0.1 |
$724k |
|
3.6k |
201.71 |
iShares TR Esg Adv Funds
(EUSB)
|
0.1 |
$714k |
|
17k |
42.55 |
iShares TR Rus 1000 Funds
(IWF)
|
0.1 |
$713k |
|
2.0k |
364.57 |
Applied Materials Common Stock
(AMAT)
|
0.1 |
$709k |
|
3.0k |
235.99 |
Abbvie Common Stock
(ABBV)
|
0.1 |
$687k |
|
4.0k |
171.53 |
Relx PLC Spon Ads Common Stock
(RELX)
|
0.1 |
$673k |
|
15k |
45.88 |
Thermo Fisher Common Stock
(TMO)
|
0.1 |
$665k |
|
1.2k |
553.40 |
JPMorgan Chase & Co Common Stock
(JPM)
|
0.1 |
$646k |
|
3.2k |
202.24 |
Intel Corp Common Stock
(INTC)
|
0.1 |
$636k |
|
21k |
30.97 |
Union Pac Corp Common Stock
(UNP)
|
0.1 |
$635k |
|
2.8k |
226.22 |
Caterpillar Common Stock
(CAT)
|
0.1 |
$604k |
|
1.8k |
333.14 |
Sentinelone Inc CL A Common Stock
(S)
|
0.1 |
$590k |
|
28k |
21.05 |
Adobe Systems Common Stock
(ADBE)
|
0.1 |
$579k |
|
1.0k |
555.54 |
SPDR Portfolio S&P Funds
(SPYG)
|
0.1 |
$559k |
|
7.0k |
80.13 |
Mastercard Common Stock
(MA)
|
0.1 |
$552k |
|
1.3k |
441.16 |
HSBC HLDGS Common Stock
(HSBC)
|
0.1 |
$551k |
|
13k |
43.50 |
Pfizer Common Stock
(PFE)
|
0.1 |
$547k |
|
20k |
27.98 |
Vanguard Intl Equity Funds
(VT)
|
0.1 |
$541k |
|
4.8k |
112.63 |
Chipotle Mexican Common Stock
(CMG)
|
0.1 |
$539k |
|
8.6k |
62.65 |
Microchip Technology Common Stock
(MCHP)
|
0.1 |
$535k |
|
5.8k |
91.49 |
HDFC Bank Common Stock
(HDB)
|
0.1 |
$530k |
|
8.2k |
64.33 |
Vanguard Tax-Managed Funds
(VEA)
|
0.1 |
$525k |
|
11k |
49.42 |
Pepsico Common Stock
(PEP)
|
0.1 |
$519k |
|
3.1k |
164.94 |
Disney Walt Common Stock
(DIS)
|
0.1 |
$519k |
|
5.2k |
99.29 |
Anheuser-Busch Inbev Common Stock
(BUD)
|
0.1 |
$507k |
|
8.7k |
58.15 |
Coca-Cola Common Stock
(KO)
|
0.1 |
$506k |
|
7.9k |
64.13 |
S&P Global Common Stock
(SPGI)
|
0.1 |
$503k |
|
1.1k |
446.00 |
Hubspot Common Stock
(HUBS)
|
0.1 |
$501k |
|
850.00 |
589.79 |
Jeld-Wen HLDG Common Stock
(JELD)
|
0.1 |
$500k |
|
37k |
13.47 |
Goldman Sachs Group Common Stock
(GS)
|
0.1 |
$490k |
|
1.1k |
452.32 |
Xylem Common Stock
(XYL)
|
0.1 |
$487k |
|
3.6k |
135.63 |
Raytheon Common Stock
(RTX)
|
0.1 |
$478k |
|
4.8k |
100.40 |
Honda Motor Common Stock
(HMC)
|
0.1 |
$477k |
|
15k |
32.24 |
Vertex Common Stock
(VRTX)
|
0.1 |
$477k |
|
1.0k |
468.72 |
Sumitomo Mit ADR Rep Common Stock
(SMFG)
|
0.1 |
$472k |
|
35k |
13.41 |
Morgan Stanley Common Stock
(MS)
|
0.1 |
$466k |
|
4.8k |
97.19 |
Boston Scientific Common Stock
(BSX)
|
0.1 |
$466k |
|
6.0k |
77.01 |
Ase Technology Common Stock
(ASX)
|
0.1 |
$465k |
|
41k |
11.42 |
Dover Corp Common Stock
(DOV)
|
0.0 |
$459k |
|
2.5k |
180.45 |
Lloyds Banking Group Common Stock
(LYG)
|
0.0 |
$459k |
|
168k |
2.73 |
WalMart Common Stock
(WMT)
|
0.0 |
$449k |
|
6.6k |
67.71 |
RBB Funds
(TMFC)
|
0.0 |
$447k |
|
8.3k |
53.82 |
Minerals Common Stock
(MTX)
|
0.0 |
$446k |
|
5.4k |
83.16 |
Regeneron Common Stock
(REGN)
|
0.0 |
$431k |
|
410.00 |
1051.03 |
Marvell Technology Common Stock
(MRVL)
|
0.0 |
$427k |
|
6.1k |
69.90 |
United Micr Elctrns Common Stock
(UMC)
|
0.0 |
$426k |
|
49k |
8.76 |
Sanofi ADR Rep 1 1/2 Common Stock
(SNY)
|
0.0 |
$412k |
|
8.5k |
48.52 |
Martin Marietta Common Stock
(MLM)
|
0.0 |
$405k |
|
748.00 |
541.80 |
Nomura Holdings Common Stock
(NMR)
|
0.0 |
$399k |
|
69k |
5.78 |
Pan Amern Silver Common Stock
(PAAS)
|
0.0 |
$398k |
|
20k |
19.88 |
Danaher Corporation Common Stock
(DHR)
|
0.0 |
$391k |
|
1.6k |
250.12 |
Edwards Lifesciences Common Stock
(EW)
|
0.0 |
$390k |
|
4.2k |
92.38 |
Micron Technology Common Stock
(MU)
|
0.0 |
$384k |
|
2.9k |
131.53 |
Becton Dickinson &co Common Stock
(BDX)
|
0.0 |
$379k |
|
1.6k |
233.71 |
JD.Com Inc Spon Ads Common Stock
(JD)
|
0.0 |
$378k |
|
15k |
25.84 |
Mercadolibre Common Stock
(MELI)
|
0.0 |
$378k |
|
230.00 |
1643.40 |
Verizon Common Stock
(VZ)
|
0.0 |
$375k |
|
9.1k |
41.24 |
Vanguard BD Index Funds
(BND)
|
0.0 |
$374k |
|
5.2k |
72.05 |
Intuit Common Stock
(INTU)
|
0.0 |
$372k |
|
565.00 |
657.48 |
Ingersoll Rand Common Stock
(IR)
|
0.0 |
$368k |
|
4.1k |
90.84 |
Advanced Micro Common Stock
(AMD)
|
0.0 |
$365k |
|
2.2k |
162.23 |
iShares TR Esg Awre Funds
(SUSB)
|
0.0 |
$364k |
|
15k |
24.49 |
Emerson Electric Common Stock
(EMR)
|
0.0 |
$361k |
|
3.3k |
110.16 |
Biomarin Common Stock
(BMRN)
|
0.0 |
$357k |
|
4.3k |
82.33 |
Moderna Common Stock
(MRNA)
|
0.0 |
$354k |
|
3.0k |
118.75 |
Targa Resources Corp Common Stock
(TRGP)
|
0.0 |
$351k |
|
2.7k |
128.78 |
Southwest Gas HLDGS Common Stock
(SWX)
|
0.0 |
$349k |
|
5.0k |
70.38 |
Procter And Gamble Common Stock
(PG)
|
0.0 |
$347k |
|
2.1k |
164.93 |
Chunghwa Telecom Common Stock
(CHT)
|
0.0 |
$340k |
|
8.8k |
38.61 |
Woori Financial Common Stock
(WF)
|
0.0 |
$339k |
|
11k |
32.04 |
iShares TR MSCI Intl Funds
(IQLT)
|
0.0 |
$339k |
|
8.7k |
39.05 |
CIGNA Corp Common Stock
(CI)
|
0.0 |
$338k |
|
1.0k |
330.57 |
Diageo ADR Each Repr Common Stock
(DEO)
|
0.0 |
$333k |
|
2.6k |
126.08 |
T-Mobile US Common Stock
(TMUS)
|
0.0 |
$330k |
|
1.9k |
176.18 |
Progressive Corp Common Stock
(PGR)
|
0.0 |
$329k |
|
1.6k |
207.71 |
Comcast Corp Common Stock
(CMCSA)
|
0.0 |
$326k |
|
8.3k |
39.16 |
AT&T Inc Com Usd1 Common Stock
(T)
|
0.0 |
$325k |
|
17k |
19.11 |
American Common Stock
(AIG)
|
0.0 |
$324k |
|
4.4k |
74.24 |
Corning Common Stock
(GLW)
|
0.0 |
$321k |
|
8.3k |
38.85 |
Weyerhaeuser Co MTN Common Stock
(WY)
|
0.0 |
$318k |
|
11k |
28.39 |
Booking Holdings Common Stock
(BKNG)
|
0.0 |
$317k |
|
80.00 |
3961.50 |
Avangrid Common Stock
|
0.0 |
$314k |
|
8.7k |
35.97 |
KB Finl Group Common Stock
(KB)
|
0.0 |
$311k |
|
5.5k |
56.61 |
Fiserv Common Stock
(FI)
|
0.0 |
$308k |
|
2.1k |
149.04 |
Stryker Corporation Common Stock
(SYK)
|
0.0 |
$308k |
|
903.00 |
340.92 |
Park City Group Common Stock
(TRAK)
|
0.0 |
$306k |
|
20k |
15.31 |
Target Corp Common Stock
(TGT)
|
0.0 |
$305k |
|
2.1k |
148.07 |
Intuitive Surgical Common Stock
(ISRG)
|
0.0 |
$305k |
|
686.00 |
444.85 |
Bank Of New York Common Stock
(BK)
|
0.0 |
$305k |
|
5.1k |
59.89 |
Paccar Common Stock
(PCAR)
|
0.0 |
$301k |
|
2.9k |
102.94 |
Accenture Common Stock
(ACN)
|
0.0 |
$285k |
|
938.00 |
303.41 |
Unilever Common Stock
(UL)
|
0.0 |
$283k |
|
5.1k |
54.99 |
Copart Common Stock
(CPRT)
|
0.0 |
$282k |
|
5.2k |
54.16 |
Vanguard Index Funds Funds
(VOO)
|
0.0 |
$279k |
|
555.00 |
502.59 |
Sysco Corp Common Stock
(SYY)
|
0.0 |
$278k |
|
3.9k |
71.39 |
TJX Companies Common Stock
(TJX)
|
0.0 |
$278k |
|
2.5k |
110.10 |
Schwab Charles Corp Common Stock
(SCHW)
|
0.0 |
$274k |
|
3.7k |
73.70 |
Regions Financial Common Stock
(RF)
|
0.0 |
$273k |
|
14k |
20.28 |
Astrazeneca ADR Rep Common Stock
(AZN)
|
0.0 |
$272k |
|
3.5k |
77.99 |
Wipro Common Stock
(WIT)
|
0.0 |
$271k |
|
44k |
6.10 |
Axalta Coating Common Stock
(AXTA)
|
0.0 |
$271k |
|
7.9k |
34.17 |
Check Point Software Common Stock
(CHKP)
|
0.0 |
$266k |
|
1.6k |
165.00 |
Anthem Common Stock
(ELV)
|
0.0 |
$266k |
|
491.00 |
541.86 |
Conagra Brands Common Stock
(CAG)
|
0.0 |
$266k |
|
9.4k |
28.42 |
Johnson Controls Common Stock
(JCI)
|
0.0 |
$266k |
|
4.0k |
66.83 |
Automatic Data Common Stock
(ADP)
|
0.0 |
$265k |
|
1.1k |
240.16 |
Reliance Steel & Common Stock
(RS)
|
0.0 |
$264k |
|
925.00 |
285.60 |
Hilton Worldwide Common Stock
(HLT)
|
0.0 |
$260k |
|
1.2k |
218.20 |
Vanguard World FDS Funds
(VGT)
|
0.0 |
$260k |
|
450.00 |
577.35 |
Sempra Common Stock
(SRE)
|
0.0 |
$259k |
|
3.4k |
76.68 |
PNC Financial Common Stock
(PNC)
|
0.0 |
$257k |
|
1.7k |
155.48 |
Linde Common Stock
(LIN)
|
0.0 |
$256k |
|
584.00 |
438.81 |
Banco Bilbao Vizcaya Common Stock
(BBVA)
|
0.0 |
$255k |
|
25k |
10.03 |
Chubb Common Stock
(CB)
|
0.0 |
$253k |
|
989.00 |
255.97 |
Shinhan Financial Common Stock
(SHG)
|
0.0 |
$253k |
|
7.3k |
34.81 |
Constellium Se Common Stock
(CSTM)
|
0.0 |
$250k |
|
13k |
18.85 |
Toyota Motor ADR Rep Common Stock
(TM)
|
0.0 |
$249k |
|
1.2k |
204.97 |
Keurig DR Pepper Common Stock
(KDP)
|
0.0 |
$248k |
|
7.4k |
33.62 |
Infosys Common Stock
(INFY)
|
0.0 |
$248k |
|
13k |
18.95 |
Truist Finl Corp Common Stock
(TFC)
|
0.0 |
$248k |
|
6.4k |
38.85 |
Citizens Finl Group Common Stock
(CFG)
|
0.0 |
$246k |
|
6.8k |
36.03 |
Halliburton Common Stock
(HAL)
|
0.0 |
$241k |
|
7.1k |
33.78 |
Loews Corp Common Stock
(L)
|
0.0 |
$240k |
|
3.2k |
74.74 |
Spotify Technology Common Stock
(SPOT)
|
0.0 |
$237k |
|
756.00 |
313.79 |
Tesla Common Stock
(TSLA)
|
0.0 |
$237k |
|
1.2k |
197.93 |
Takeda Common Stock
(TAK)
|
0.0 |
$235k |
|
18k |
13.24 |
Trip Com Group Common Stock
(TCOM)
|
0.0 |
$234k |
|
5.0k |
47.00 |
General Electric Common Stock
(GE)
|
0.0 |
$233k |
|
1.5k |
158.96 |
Seagate Technology Common Stock
(STX)
|
0.0 |
$228k |
|
2.2k |
103.95 |
HB Fuller Common Stock
(FUL)
|
0.0 |
$226k |
|
2.9k |
76.96 |
WPP PLC American Common Stock
(WPP)
|
0.0 |
$226k |
|
4.8k |
47.41 |
Prudential Financial Common Stock
(PRU)
|
0.0 |
$226k |
|
1.9k |
117.19 |
Sherwin-Williams Common Stock
(SHW)
|
0.0 |
$225k |
|
755.00 |
298.43 |
Texas Instruments Common Stock
(TXN)
|
0.0 |
$222k |
|
1.1k |
194.57 |
Sensient Common Stock
(SXT)
|
0.0 |
$221k |
|
3.0k |
74.19 |
Eversource Energy Common Stock
(ES)
|
0.0 |
$218k |
|
3.8k |
56.71 |
DR Horton Common Stock
(DHI)
|
0.0 |
$216k |
|
1.5k |
140.93 |
Rex American Res Common Stock
(REX)
|
0.0 |
$216k |
|
4.7k |
45.59 |
Barnes Group Common Stock
(B)
|
0.0 |
$214k |
|
5.2k |
41.41 |
Brookfield Common Stock
(BN)
|
0.0 |
$214k |
|
5.2k |
41.54 |
Wells Fargo Common Stock
(WFC)
|
0.0 |
$212k |
|
3.6k |
59.39 |
Itau Unibanco HLDG S Common Stock
(ITUB)
|
0.0 |
$209k |
|
36k |
5.89 |
CH Robinson Common Stock
(CHRW)
|
0.0 |
$206k |
|
2.3k |
88.68 |
On HLDNG AG CHF0.1 Common Stock
(ONON)
|
0.0 |
$206k |
|
5.3k |
38.80 |
Williams Cos Common Stock
(WMB)
|
0.0 |
$206k |
|
4.8k |
42.50 |
Genpact Common Stock
(G)
|
0.0 |
$205k |
|
6.4k |
32.19 |
Fidelity National Common Stock
(FNF)
|
0.0 |
$205k |
|
4.1k |
49.42 |
Aerovironment Common Stock
(AVAV)
|
0.0 |
$205k |
|
1.1k |
182.16 |
Teekay Tankers Common Stock
|
0.0 |
$203k |
|
3.0k |
68.81 |
Vulcan Materials Common Stock
(VMC)
|
0.0 |
$203k |
|
816.00 |
248.68 |
Invesco QQQ TR Unit Funds
(QQQ)
|
0.0 |
$200k |
|
417.00 |
480.03 |