|
Ishares Core S&p 500 Mutual Fund/sto
(IVV)
|
25.7 |
$35M |
|
57k |
620.90 |
|
Ishare Russel 2500 Etf Mutual Fund/sto
(SMMD)
|
8.4 |
$12M |
|
171k |
67.78 |
|
Ishares Russell 1000 Growth Mutual Fund/sto
(IWF)
|
3.8 |
$5.2M |
|
12k |
424.58 |
|
Ishares Core Total Bd Mutual Fund/gov
(IUSB)
|
3.5 |
$4.8M |
|
104k |
46.23 |
|
Spdr Portfolio Devlpd World Ex Mutual Fund/sto
(SPDW)
|
2.9 |
$4.0M |
|
98k |
40.49 |
|
Microsoft Corp Common Stock
(MSFT)
|
2.5 |
$3.4M |
|
6.9k |
497.41 |
|
Nvidia Corp Common Stock
(NVDA)
|
2.3 |
$3.1M |
|
20k |
157.99 |
|
Amazon Common Stock
(AMZN)
|
2.0 |
$2.8M |
|
13k |
219.39 |
|
Spdr Blackstone/gso Senior Loan Mutual Fund/cor
(SRLN)
|
1.6 |
$2.2M |
|
53k |
41.59 |
|
Ishares Short-term Corporate Mutual Fund/cor
(IGSB)
|
1.5 |
$2.0M |
|
38k |
52.76 |
|
Apple Common Stock
(AAPL)
|
1.4 |
$2.0M |
|
9.6k |
205.17 |
|
Ishares Core Msci Eafe Mutual Funds Gl
(IEFA)
|
1.3 |
$1.8M |
|
21k |
83.48 |
|
Ishares National Amt-free Muni Mutual Funds/mu
(MUB)
|
1.1 |
$1.5M |
|
14k |
104.48 |
|
Exxon Mobil Corp Common Stock
(XOM)
|
1.0 |
$1.4M |
|
13k |
107.80 |
|
Ishares Msci Emerging Markets Mutual Fund/sto
(EEM)
|
1.0 |
$1.4M |
|
28k |
48.24 |
|
Wells Fargo & Co Common Stock
(WFC)
|
1.0 |
$1.3M |
|
17k |
80.12 |
|
Netflix Common Stock
(NFLX)
|
1.0 |
$1.3M |
|
982.00 |
1339.13 |
|
Visa Inc Com Cl A Common Stock
(V)
|
1.0 |
$1.3M |
|
3.7k |
355.05 |
|
Sprott Physical Gold Trust Mutual Funds Gl
(PHYS)
|
1.0 |
$1.3M |
|
52k |
25.35 |
|
Spdr Portfolio High Yield Bond Mutual Fund/cor
(SPHY)
|
0.9 |
$1.3M |
|
54k |
23.80 |
|
Alphabet Common Stock
(GOOGL)
|
0.9 |
$1.3M |
|
7.1k |
176.23 |
|
Ishares Core S&p Mid-cap Mutual Fund/sto
(IJH)
|
0.9 |
$1.2M |
|
19k |
62.02 |
|
Eli Lilly & Co Common Stock
(LLY)
|
0.9 |
$1.2M |
|
1.5k |
779.53 |
|
Vanguard S&p 500 Etf Mutual Fund/sto
(VOO)
|
0.8 |
$1.1M |
|
1.9k |
568.03 |
|
Meta Platforms Common Stock
(META)
|
0.7 |
$1.0M |
|
1.4k |
738.09 |
|
Jp Morgan Chase & Co Common Stock
(JPM)
|
0.7 |
$1.0M |
|
3.5k |
289.91 |
|
Synchrony Financial Sr Common Stock
(SYF)
|
0.7 |
$932k |
|
14k |
66.74 |
|
Berkshire Hathaway Common Stock
(BRK.B)
|
0.6 |
$840k |
|
1.7k |
485.77 |
|
Oracle Corp Common Stock
(ORCL)
|
0.6 |
$835k |
|
3.8k |
218.63 |
|
Ishares Global Reit Etf Mutual Fund/sto
(REET)
|
0.6 |
$822k |
|
33k |
24.70 |
|
Northern Trust Corp Common Stock
(NTRS)
|
0.6 |
$808k |
|
6.4k |
126.79 |
|
Rtx Corporation Common Stock
(RTX)
|
0.6 |
$788k |
|
5.4k |
146.02 |
|
Mastercard Common Stock
(MA)
|
0.6 |
$776k |
|
1.4k |
561.94 |
|
Spdr Gold Shares Mutual Fund/sto
(GLD)
|
0.5 |
$743k |
|
2.4k |
304.83 |
|
Alphabet Common Stock
(GOOG)
|
0.5 |
$739k |
|
4.2k |
177.39 |
|
Altria Group Common Stock
(MO)
|
0.5 |
$739k |
|
13k |
58.63 |
|
Ishares Core S&p Small-cap Mutual Fund/sto
(IJR)
|
0.5 |
$726k |
|
6.6k |
109.29 |
|
Spdr S&p Midcap 400 Mutual Fund/sto
(MDY)
|
0.5 |
$703k |
|
1.2k |
566.48 |
|
Hca Healthcare Common Stock
(HCA)
|
0.5 |
$689k |
|
1.8k |
383.10 |
|
Ishares Russell 1000 Value Mutual Fund/sto
(IWD)
|
0.5 |
$624k |
|
3.2k |
194.23 |
|
Adobe Systems Common Stock
(ADBE)
|
0.5 |
$622k |
|
1.6k |
386.88 |
|
Nuveen Esg High Yield Corporate Mutual Fund/cor
(NUHY)
|
0.4 |
$612k |
|
28k |
21.71 |
|
Tesla Common Stock
(TSLA)
|
0.4 |
$608k |
|
1.9k |
317.66 |
|
Accenture Foreign Stock
(ACN)
|
0.4 |
$604k |
|
2.0k |
298.89 |
|
Spdr Portfolio Large Cap Etf Mutual Fund/sto
(SPLG)
|
0.4 |
$598k |
|
8.2k |
72.69 |
|
Fidelity National Information Common Stock
(FIS)
|
0.4 |
$580k |
|
7.1k |
81.41 |
|
Abbott Laboratories Common Stock
(ABT)
|
0.4 |
$555k |
|
4.1k |
136.01 |
|
Metlife Common Stock
(MET)
|
0.4 |
$550k |
|
6.8k |
80.42 |
|
Shopify Foreign Stock
(SHOP)
|
0.4 |
$542k |
|
4.7k |
115.35 |
|
Ishares Msci Eafe Mutual Funds Gl
(EFA)
|
0.4 |
$538k |
|
6.0k |
89.39 |
|
Quanta Services Common Stock
(PWR)
|
0.4 |
$521k |
|
1.4k |
378.08 |
|
Duke Energy Corp Common Stock
(DUK)
|
0.4 |
$520k |
|
4.4k |
118.00 |
|
Bank New York Mellon Corp Common Stock
(BK)
|
0.4 |
$495k |
|
5.4k |
91.11 |
|
Paypal Hldgs Common Stock
(PYPL)
|
0.4 |
$489k |
|
6.6k |
74.32 |
|
Medtronic Foreign Stock
(MDT)
|
0.4 |
$485k |
|
5.6k |
87.17 |
|
Home Depot Common Stock
(HD)
|
0.4 |
$482k |
|
1.3k |
366.64 |
|
United Rentals Common Stock
(URI)
|
0.3 |
$466k |
|
619.00 |
753.40 |
|
Johnson & Johnson Common Stock
(JNJ)
|
0.3 |
$459k |
|
3.0k |
152.75 |
|
Linde Foreign Stock
(LIN)
|
0.3 |
$446k |
|
950.00 |
469.18 |
|
Servicenow Common Stock
(NOW)
|
0.3 |
$444k |
|
432.00 |
1028.07 |
|
Comcast Corp Common Stock
(CMCSA)
|
0.3 |
$441k |
|
12k |
35.69 |
|
Abbvie Inc Sr Nt Common Stock
(ABBV)
|
0.3 |
$433k |
|
2.3k |
185.62 |
|
Caterpillar Common Stock
(CAT)
|
0.3 |
$431k |
|
1.1k |
388.21 |
|
Procter & Gamble Common Stock
(PG)
|
0.3 |
$431k |
|
2.7k |
159.32 |
|
The Cigna Group Common Stock
(CI)
|
0.3 |
$426k |
|
1.3k |
330.58 |
|
Broadcom Common Stock
(AVGO)
|
0.3 |
$418k |
|
1.5k |
275.65 |
|
Zoetis Common Stock
(ZTS)
|
0.3 |
$415k |
|
2.7k |
155.95 |
|
Valero Energy Corp Sr Glbl Common Stock
(VLO)
|
0.3 |
$393k |
|
2.9k |
134.42 |
|
American International Group Common Stock
(AIG)
|
0.3 |
$385k |
|
4.5k |
85.59 |
|
Marathon Pete Corp Common Stock
(MPC)
|
0.3 |
$382k |
|
2.3k |
166.11 |
|
Intercontinentalexchange Group Common Stock
(ICE)
|
0.3 |
$381k |
|
2.1k |
183.47 |
|
Ishares Russell 2000 Mutual Fund/sto
(IWM)
|
0.3 |
$380k |
|
1.8k |
215.79 |
|
Vanguard Total Bond Market Etf Mutual Fund/gov
(BND)
|
0.3 |
$373k |
|
5.1k |
73.63 |
|
Technology Select Sector Spdrr Mutual Fund/sto
(XLK)
|
0.3 |
$373k |
|
1.5k |
253.23 |
|
Cognizant Technology Solutions Common Stock
(CTSH)
|
0.3 |
$351k |
|
4.5k |
78.03 |
|
Ralph Lauren Corp Cl A Common Stock
(RL)
|
0.3 |
$347k |
|
1.3k |
274.28 |
|
Aon Plc Shs Cl A Foreign Stock
(AON)
|
0.3 |
$346k |
|
970.00 |
356.76 |
|
Expedia Group Common Stock
(EXPE)
|
0.3 |
$344k |
|
2.0k |
168.68 |
|
Msci Common Stock
(MSCI)
|
0.2 |
$343k |
|
595.00 |
576.74 |
|
Tjx Cos Common Stock
(TJX)
|
0.2 |
$340k |
|
2.8k |
123.49 |
|
Carlisle Cos Common Stock
(CSL)
|
0.2 |
$335k |
|
896.00 |
373.40 |
|
Ishares Russell Mid-cap Value Mutual Fund/sto
(IWS)
|
0.2 |
$330k |
|
2.5k |
132.14 |
|
Union Pac Corp Common Stock
(UNP)
|
0.2 |
$330k |
|
1.4k |
230.08 |
|
Hewlett Packard Enterprise Common Stock
(HPE)
|
0.2 |
$326k |
|
16k |
20.45 |
|
Pepsico Common Stock
(PEP)
|
0.2 |
$323k |
|
2.4k |
132.04 |
|
L3harris Technologies Common Stock
(LHX)
|
0.2 |
$318k |
|
1.3k |
250.84 |
|
Ishares 0-5 Year High Yield Corp Mutual Fund/cor
(SHYG)
|
0.2 |
$317k |
|
7.3k |
43.14 |
|
Ishares Russell 2000 Value Mutual Fund/sto
(IWN)
|
0.2 |
$316k |
|
2.0k |
157.76 |
|
Spdr Bloomberg Barclays Mutual Fund/gov
(SPTI)
|
0.2 |
$313k |
|
11k |
28.77 |
|
Airbnb Common Stock
(ABNB)
|
0.2 |
$313k |
|
2.4k |
132.34 |
|
Thermo Fisher Scientific Common Stock
(TMO)
|
0.2 |
$313k |
|
771.00 |
405.46 |
|
Ebay Common Stock
(EBAY)
|
0.2 |
$312k |
|
4.2k |
74.46 |
|
Ishares Select Dividend Mutual Fund/sto
(DVY)
|
0.2 |
$301k |
|
2.3k |
132.81 |
|
Paycom Software Common Stock
(PAYC)
|
0.2 |
$290k |
|
1.3k |
231.40 |
|
General Motors Common Stock
(GM)
|
0.2 |
$290k |
|
5.9k |
49.21 |
|
Workday Common Stock
(WDAY)
|
0.2 |
$289k |
|
1.2k |
240.00 |
|
Starbucks Corp Common Stock
(SBUX)
|
0.2 |
$281k |
|
3.1k |
91.63 |
|
Vanguard Total Stock Market Etf Mutual Fund/sto
(VTI)
|
0.2 |
$281k |
|
925.00 |
303.93 |
|
Aflac Common Stock
(AFL)
|
0.2 |
$280k |
|
2.7k |
105.46 |
|
Tapestry Common Stock
(TPR)
|
0.2 |
$279k |
|
3.2k |
87.81 |
|
General Mills Common Stock
(GIS)
|
0.2 |
$275k |
|
5.3k |
51.81 |
|
Dimensional U.s. Equity Market Mutual Fund/sto
(DFUS)
|
0.2 |
$272k |
|
4.1k |
67.02 |
|
Vanguard Extended Market Index Mutual Fund/sto
(VXF)
|
0.2 |
$269k |
|
1.4k |
192.71 |
|
Godaddy Common Stock
(GDDY)
|
0.2 |
$269k |
|
1.5k |
180.06 |
|
Autodesk Common Stock
(ADSK)
|
0.2 |
$264k |
|
854.00 |
309.57 |
|
Verizon Communications Common Stock
(VZ)
|
0.2 |
$262k |
|
6.0k |
43.27 |
|
Jabil Circuit Common Stock
(JBL)
|
0.2 |
$261k |
|
1.2k |
218.10 |
|
Qualcomm Common Stock
(QCOM)
|
0.2 |
$254k |
|
1.6k |
159.26 |
|
Ishares Intermediate-term Mutual Fund/cor
(IGIB)
|
0.2 |
$249k |
|
4.7k |
53.29 |
|
SPDR S&P 500 Mutual Fund/sto
(SPY)
|
0.2 |
$244k |
|
395.00 |
617.85 |
|
Twilio Common Stock
(TWLO)
|
0.2 |
$237k |
|
1.9k |
124.36 |
|
Monster Beverage Corp Common Stock
(MNST)
|
0.2 |
$231k |
|
3.7k |
62.64 |
|
Ishares 1-3 Year Treasury Bond Mutual Fund/gov
(SHY)
|
0.2 |
$230k |
|
2.8k |
82.86 |
|
Palantir Technologies Common Stock
(PLTR)
|
0.2 |
$225k |
|
1.7k |
136.32 |
|
At&t Common Stock
(T)
|
0.2 |
$225k |
|
7.8k |
28.94 |
|
Ishares Emerg Mkts Local Mutual Fund/gov
(LEMB)
|
0.2 |
$224k |
|
5.6k |
40.39 |
|
Chevron Corp Common Stock
(CVX)
|
0.2 |
$224k |
|
1.6k |
143.19 |
|
Dupont De Nemours Common Stock
(DD)
|
0.2 |
$221k |
|
3.2k |
68.59 |
|
Cbre Group Common Stock
(CBRE)
|
0.2 |
$221k |
|
1.6k |
140.12 |
|
Vanguard Growth Etf Mutual Fund/sto
(VUG)
|
0.2 |
$218k |
|
498.00 |
438.40 |
|
Interactive Brokers Group Common Stock
(IBKR)
|
0.2 |
$214k |
|
3.9k |
55.41 |
|
Extra Space Storage Common Stock
(EXR)
|
0.2 |
$213k |
|
1.4k |
147.44 |
|
Ishares Jpmorgan Usd Emerg Mutual Fund/gov
(EMB)
|
0.2 |
$210k |
|
2.3k |
92.62 |
|
Innovator Equity Managed Floor Mutual Fund/sto
(SFLR)
|
0.2 |
$210k |
|
6.3k |
33.57 |
|
Ishares Iboxx $ Invst Grade Crp Mutual Fund/cor
(LQD)
|
0.2 |
$209k |
|
1.9k |
109.61 |
|
Pfizer Common Stock
(PFE)
|
0.2 |
$209k |
|
8.6k |
24.24 |
|
Costar Group Common Stock
(CSGP)
|
0.1 |
$204k |
|
2.5k |
80.40 |
|
Idexx Laboratories Common Stock
(IDXX)
|
0.1 |
$201k |
|
374.00 |
536.34 |
|
Veru Common Stock
(VERU)
|
0.0 |
$7.9k |
|
14k |
0.58 |