|
Ishares Core S&p 500 Mutual Fund/sto
(IVV)
|
25.5 |
$28M |
|
50k |
561.90 |
|
Ishare Russel 2500 Etf Mutual Fund/sto
(SMMD)
|
8.0 |
$8.9M |
|
142k |
62.54 |
|
Ishares Russell 1000 Growth Mutual Fund/sto
(IWF)
|
4.0 |
$4.5M |
|
12k |
361.09 |
|
Spdr Portfolio Devlpd World Ex Mutual Fund/sto
(SPDW)
|
3.1 |
$3.5M |
|
96k |
36.41 |
|
Ishares Core Total Bd Mutual Fund/gov
(IUSB)
|
2.8 |
$3.1M |
|
67k |
46.08 |
|
Microsoft Corp Common Stock
(MSFT)
|
2.1 |
$2.3M |
|
6.1k |
375.39 |
|
Amazon Common Stock
(AMZN)
|
2.0 |
$2.2M |
|
12k |
190.26 |
|
Apple Common Stock
(AAPL)
|
1.8 |
$2.0M |
|
8.9k |
222.13 |
|
Nvidia Corp Common Stock
(NVDA)
|
1.7 |
$1.9M |
|
18k |
108.38 |
|
Spdr Blackstone/gso Senior Loan Mutual Fund/cor
(SRLN)
|
1.6 |
$1.7M |
|
42k |
41.13 |
|
Ishares Core Msci Eafe Mutual Funds Gl
(IEFA)
|
1.5 |
$1.6M |
|
22k |
75.65 |
|
Ishares Short-term Corporate Mutual Fund/cor
(IGSB)
|
1.3 |
$1.5M |
|
28k |
52.37 |
|
Exxon Mobil Corp Common Stock
(XOM)
|
1.2 |
$1.4M |
|
11k |
118.93 |
|
Visa Inc Com Cl A Common Stock
(V)
|
1.1 |
$1.3M |
|
3.6k |
350.46 |
|
Ishares Msci Emerging Markets Mutual Fund/sto
(EEM)
|
1.1 |
$1.2M |
|
28k |
43.70 |
|
Ishares National Amt-free Muni Mutual Funds/mu
(MUB)
|
1.0 |
$1.2M |
|
11k |
105.44 |
|
Ishares Core S&p Mid-cap Mutual Fund/sto
(IJH)
|
1.0 |
$1.1M |
|
19k |
58.35 |
|
Spdr Portfolio High Yield Bond Mutual Fund/cor
(SPHY)
|
1.0 |
$1.1M |
|
47k |
23.42 |
|
Sprott Physical Gold Trust Mutual Funds Gl
(PHYS)
|
0.9 |
$991k |
|
41k |
24.06 |
|
Alphabet Common Stock
(GOOGL)
|
0.8 |
$910k |
|
5.9k |
154.64 |
|
Wells Fargo & Co Common Stock
(WFC)
|
0.8 |
$908k |
|
13k |
71.79 |
|
Vanguard S&p 500 Etf Mutual Fund/sto
(VOO)
|
0.8 |
$898k |
|
1.7k |
513.91 |
|
Jp Morgan Chase & Co Common Stock
(JPM)
|
0.7 |
$774k |
|
3.2k |
245.30 |
|
Rtx Corporation Common Stock
(RTX)
|
0.7 |
$772k |
|
5.8k |
132.46 |
|
Eli Lilly & Co Common Stock
(LLY)
|
0.7 |
$755k |
|
914.00 |
825.91 |
|
Ishares Russell 1000 Value Mutual Fund/sto
(IWD)
|
0.7 |
$743k |
|
3.9k |
188.16 |
|
Spdr S&p Midcap 400 Mutual Fund/sto
(MDY)
|
0.7 |
$739k |
|
1.4k |
533.48 |
|
Spdr Gold Shares Mutual Fund/sto
(GLD)
|
0.6 |
$703k |
|
2.4k |
288.14 |
|
Ishares Core S&p Small-cap Mutual Fund/sto
(IJR)
|
0.6 |
$700k |
|
6.7k |
104.57 |
|
Ishares 1-3 Year Treasury Bond Mutual Fund/gov
(SHY)
|
0.6 |
$695k |
|
8.4k |
82.73 |
|
Alphabet Common Stock
(GOOG)
|
0.6 |
$694k |
|
4.4k |
156.23 |
|
Altria Group Common Stock
(MO)
|
0.6 |
$693k |
|
12k |
60.02 |
|
Ishares Global Reit Etf Mutual Fund/sto
(REET)
|
0.6 |
$690k |
|
28k |
24.26 |
|
Berkshire Hathaway Common Stock
(BRK.B)
|
0.6 |
$686k |
|
1.3k |
532.58 |
|
Meta Platforms Common Stock
(META)
|
0.6 |
$673k |
|
1.2k |
576.36 |
|
Mastercard Common Stock
(MA)
|
0.6 |
$630k |
|
1.2k |
548.12 |
|
Netflix Common Stock
(NFLX)
|
0.5 |
$606k |
|
650.00 |
932.53 |
|
Nuveen Esg High Yield Corporate Mutual Fund/cor
(NUHY)
|
0.5 |
$597k |
|
28k |
21.18 |
|
Booking Hldgs Common Stock
(BKNG)
|
0.5 |
$590k |
|
128.00 |
4606.92 |
|
Synchrony Financial Sr Common Stock
(SYF)
|
0.5 |
$545k |
|
10k |
52.94 |
|
Spdr Portfolio Large Cap Etf Mutual Fund/sto
(SPLG)
|
0.5 |
$541k |
|
8.2k |
65.76 |
|
Johnson & Johnson Common Stock
(JNJ)
|
0.5 |
$523k |
|
3.2k |
165.84 |
|
Linde Foreign Stock
(LIN)
|
0.5 |
$512k |
|
1.1k |
465.64 |
|
Home Depot Common Stock
(HD)
|
0.5 |
$505k |
|
1.4k |
366.49 |
|
Nuveen Esg Us Aggregate Bond Etf Mutual Fund/gov
(NUBD)
|
0.5 |
$502k |
|
23k |
22.18 |
|
Abbott Laboratories Common Stock
(ABT)
|
0.4 |
$499k |
|
3.8k |
132.65 |
|
Adobe Systems Common Stock
(ADBE)
|
0.4 |
$494k |
|
1.3k |
383.53 |
|
Ishares Msci Eafe Mutual Funds Gl
(EFA)
|
0.4 |
$492k |
|
6.0k |
81.73 |
|
Marathon Pete Corp Common Stock
(MPC)
|
0.4 |
$468k |
|
3.2k |
145.69 |
|
Oracle Corp Common Stock
(ORCL)
|
0.4 |
$437k |
|
3.1k |
139.81 |
|
Ishares Iboxx $ Invst Grade Crp Mutual Fund/cor
(LQD)
|
0.4 |
$424k |
|
3.9k |
108.69 |
|
Thermo Fisher Scientific Common Stock
(TMO)
|
0.4 |
$420k |
|
844.00 |
497.60 |
|
Godaddy Common Stock
(GDDY)
|
0.4 |
$414k |
|
2.3k |
180.14 |
|
Fidelity National Information Common Stock
(FIS)
|
0.4 |
$413k |
|
5.5k |
74.68 |
|
Lockheed Martin Corp Common Stock
(LMT)
|
0.4 |
$411k |
|
920.00 |
446.71 |
|
Tesla Common Stock
(TSLA)
|
0.4 |
$408k |
|
1.6k |
259.16 |
|
Aon Plc Shs Cl A Foreign Stock
(AON)
|
0.3 |
$387k |
|
969.00 |
399.09 |
|
Unitedhealth Group Common Stock
(UNH)
|
0.3 |
$385k |
|
735.00 |
523.76 |
|
Bank New York Mellon Corp Common Stock
(BK)
|
0.3 |
$383k |
|
4.6k |
83.87 |
|
Northern Trust Corp Common Stock
(NTRS)
|
0.3 |
$380k |
|
3.9k |
98.65 |
|
Duke Energy Corp Common Stock
(DUK)
|
0.3 |
$379k |
|
3.1k |
121.97 |
|
Valero Energy Corp Common Stock
(VLO)
|
0.3 |
$378k |
|
2.9k |
132.07 |
|
Accenture Foreign Stock
(ACN)
|
0.3 |
$375k |
|
1.2k |
312.04 |
|
Vanguard Total Bond Market Etf Mutual Fund/gov
(BND)
|
0.3 |
$374k |
|
5.1k |
73.45 |
|
Abbvie Inc Sr Nt Common Stock
(ABBV)
|
0.3 |
$370k |
|
1.8k |
209.52 |
|
Caterpillar Common Stock
(CAT)
|
0.3 |
$368k |
|
1.1k |
329.80 |
|
Vanguard Total Stock Market Etf Mutual Fund/sto
(VTI)
|
0.3 |
$359k |
|
1.3k |
274.84 |
|
Metlife Common Stock
(MET)
|
0.3 |
$356k |
|
4.4k |
80.29 |
|
Ishares Select Dividend Mutual Fund/sto
(DVY)
|
0.3 |
$348k |
|
2.6k |
134.29 |
|
Applovin Corp Common Stock
(APP)
|
0.3 |
$345k |
|
1.3k |
264.97 |
|
American International Group Common Stock
(AIG)
|
0.3 |
$343k |
|
3.9k |
86.94 |
|
Medtronic Foreign Stock
(MDT)
|
0.3 |
$341k |
|
3.8k |
89.86 |
|
Procter & Gamble Common Stock
(PG)
|
0.3 |
$341k |
|
2.0k |
170.42 |
|
Salesforce Common Stock
(CRM)
|
0.3 |
$332k |
|
1.2k |
268.36 |
|
Ishares Russell 2000 Mutual Fund/sto
(IWM)
|
0.3 |
$332k |
|
1.7k |
199.49 |
|
Hca Healthcare Common Stock
(HCA)
|
0.3 |
$326k |
|
943.00 |
345.55 |
|
Pepsico Common Stock
(PEP)
|
0.3 |
$318k |
|
2.1k |
149.94 |
|
Shopify Foreign Stock
(SHOP)
|
0.3 |
$315k |
|
3.3k |
95.48 |
|
Ishares Russell Mid-cap Value Mutual Fund/sto
(IWS)
|
0.3 |
$315k |
|
2.5k |
125.97 |
|
Ishares 0-5 Year High Yield Corp Mutual Fund/cor
(SHYG)
|
0.3 |
$312k |
|
7.3k |
42.52 |
|
Paycom Software Common Stock
(PAYC)
|
0.3 |
$311k |
|
1.4k |
218.48 |
|
Spdr Bloomberg Barclays Mutual Fund/gov
(SPTI)
|
0.3 |
$311k |
|
11k |
28.58 |
|
Workday Common Stock
(WDAY)
|
0.3 |
$305k |
|
1.3k |
233.53 |
|
Technology Select Sector Spdrr Mutual Fund/sto
(XLK)
|
0.3 |
$304k |
|
1.5k |
206.48 |
|
Ishares Russell 2000 Value Mutual Fund/sto
(IWN)
|
0.3 |
$302k |
|
2.0k |
150.98 |
|
Msci Common Stock
(MSCI)
|
0.3 |
$298k |
|
527.00 |
565.50 |
|
Automatic Data Processing Common Stock
(ADP)
|
0.3 |
$297k |
|
973.00 |
305.53 |
|
Sap Aktiengesellschaft Foreign Stock
(SAP)
|
0.3 |
$297k |
|
1.1k |
268.44 |
|
Steel Dynamics Common Stock
(STLD)
|
0.3 |
$297k |
|
2.4k |
125.08 |
|
Comcast Corp Common Stock
(CMCSA)
|
0.3 |
$295k |
|
8.0k |
36.90 |
|
Servicenow Common Stock
(NOW)
|
0.3 |
$291k |
|
365.00 |
796.14 |
|
Zoetis Common Stock
(ZTS)
|
0.3 |
$281k |
|
1.7k |
164.65 |
|
United Rentals Common Stock
(URI)
|
0.3 |
$281k |
|
449.00 |
626.70 |
|
Expeditors International Common Stock
(EXPD)
|
0.2 |
$277k |
|
2.3k |
120.25 |
|
Cbre Group Common Stock
(CBRE)
|
0.2 |
$274k |
|
2.1k |
130.78 |
|
General Mills Common Stock
(GIS)
|
0.2 |
$270k |
|
4.5k |
59.79 |
|
The Cigna Group Common Stock
(CI)
|
0.2 |
$266k |
|
809.00 |
329.00 |
|
Intercontinentalexchange Group Common Stock
(ICE)
|
0.2 |
$264k |
|
1.5k |
172.50 |
|
Chevron Corp Common Stock
(CVX)
|
0.2 |
$263k |
|
1.6k |
167.29 |
|
Tjx Cos Common Stock
(TJX)
|
0.2 |
$260k |
|
2.1k |
121.80 |
|
Ishares Jpmorgan Usd Emerg Mutual Fund/gov
(EMB)
|
0.2 |
$258k |
|
2.8k |
90.59 |
|
Quanta Services Common Stock
(PWR)
|
0.2 |
$255k |
|
1.0k |
254.18 |
|
Dupont De Nemours Common Stock
(DD)
|
0.2 |
$250k |
|
3.3k |
74.68 |
|
Vanguard Total International Mutual Fund/sto
(VXUS)
|
0.2 |
$249k |
|
4.0k |
62.10 |
|
Cognizant Technology Solutions Common Stock
(CTSH)
|
0.2 |
$247k |
|
3.2k |
76.50 |
|
Ishares Intermediate-term Mutual Fund/cor
(IGIB)
|
0.2 |
$246k |
|
4.7k |
52.52 |
|
Dimensional U.s. Equity Market Mutual Fund/sto
(DFUS)
|
0.2 |
$245k |
|
4.1k |
60.48 |
|
Paypal Hldgs Common Stock
(PYPL)
|
0.2 |
$245k |
|
3.8k |
65.25 |
|
Union Pac Corp Common Stock
(UNP)
|
0.2 |
$244k |
|
1.0k |
236.24 |
|
Verizon Communications Common Stock
(VZ)
|
0.2 |
$240k |
|
5.3k |
45.36 |
|
Aflac Common Stock
(AFL)
|
0.2 |
$229k |
|
2.1k |
111.19 |
|
Vanguard Extended Market Index Mutual Fund/sto
(VXF)
|
0.2 |
$225k |
|
1.3k |
172.26 |
|
Costco Wholesale Corp Common Stock
(COST)
|
0.2 |
$219k |
|
232.00 |
945.78 |
|
Conocophillips Common Stock
(COP)
|
0.2 |
$218k |
|
2.1k |
105.02 |
|
Vanguard Growth Etf Mutual Fund/sto
(VUG)
|
0.2 |
$213k |
|
575.00 |
370.82 |
|
Ishares Msci Emerging Markets Mutual Fund/sto
(EEMV)
|
0.2 |
$209k |
|
3.6k |
58.34 |
|
Ishares Emerg Mkts Local Mutual Fund/gov
(LEMB)
|
0.2 |
$208k |
|
5.6k |
37.46 |
|
Ralph Lauren Corp Cl A Common Stock
(RL)
|
0.2 |
$206k |
|
931.00 |
220.74 |
|
Chubb Foreign Stock
(CB)
|
0.2 |
$204k |
|
676.00 |
301.99 |
|
SPDR S&P 500 Mutual Fund/sto
(SPY)
|
0.2 |
$201k |
|
360.00 |
559.39 |
|
Hewlett Packard Enterprise Common Stock
(HPE)
|
0.2 |
$180k |
|
12k |
15.43 |
|
Veru Common Stock
(VERU)
|
0.0 |
$6.6k |
|
14k |
0.49 |