|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
14.0 |
$27M |
|
528k |
50.83 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
13.9 |
$27M |
|
456k |
58.69 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
11.1 |
$21M |
|
77k |
274.84 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
7.2 |
$14M |
|
176k |
78.94 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
7.1 |
$14M |
|
167k |
81.76 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
6.7 |
$13M |
|
286k |
45.26 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
5.5 |
$11M |
|
19k |
559.39 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
5.4 |
$10M |
|
115k |
90.54 |
|
Invesco Db Commdy Indx Trck Unit
(DBC)
|
4.9 |
$9.4M |
|
418k |
22.50 |
|
Dimensional Etf Trust Internatnal Val
(DFIV)
|
2.9 |
$5.6M |
|
143k |
39.36 |
|
Dimensional Etf Trust Emerging Mkts Va
(DFEV)
|
2.6 |
$4.9M |
|
182k |
27.05 |
|
Dimensional Etf Trust Us Large Cap Val
(DFLV)
|
2.4 |
$4.7M |
|
153k |
30.57 |
|
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
2.1 |
$4.0M |
|
68k |
59.75 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
2.0 |
$3.9M |
|
180k |
21.53 |
|
Ishares Tr Tips Bd Etf
(TIP)
|
1.3 |
$2.6M |
|
23k |
111.09 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
1.3 |
$2.5M |
|
12k |
221.75 |
|
Ishares Core Msci Emkt
(IEMG)
|
1.1 |
$2.1M |
|
40k |
53.97 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
1.0 |
$1.9M |
|
27k |
68.89 |
|
Ishares Tr U.s. Real Es Etf
(IYR)
|
0.8 |
$1.6M |
|
17k |
95.75 |
|
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.8 |
$1.5M |
|
37k |
41.21 |
|
Dimensional Etf Trust Dimensional Intl
(DXIV)
|
0.7 |
$1.3M |
|
25k |
51.89 |
|
Dimensional Etf Trust Emerging Markets
(DFSE)
|
0.6 |
$1.1M |
|
33k |
33.68 |
|
Dimensional Etf Trust International
(DFSI)
|
0.4 |
$733k |
|
21k |
34.89 |
|
Dimensional Etf Trust Us Sustainabilty
(DFSU)
|
0.4 |
$701k |
|
20k |
35.81 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
0.3 |
$647k |
|
25k |
25.89 |
|
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.3 |
$635k |
|
5.0k |
125.97 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.3 |
$562k |
|
1.1k |
513.91 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$558k |
|
7.6k |
73.45 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.2 |
$465k |
|
3.8k |
122.01 |
|
Microsoft Corporation
(MSFT)
|
0.2 |
$464k |
|
1.2k |
375.39 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.2 |
$447k |
|
23k |
19.78 |
|
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.2 |
$410k |
|
19k |
21.51 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$283k |
|
12k |
23.43 |
|
Spdr Ser Tr Portfli Tips Etf
(SPIP)
|
0.1 |
$258k |
|
9.8k |
26.38 |
|
Ishares Tr Cohen Steer Reit
(ICF)
|
0.1 |
$256k |
|
4.2k |
61.53 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.1 |
$229k |
|
8.3k |
27.57 |
|
Intel Corporation
(INTC)
|
0.1 |
$192k |
|
8.4k |
22.71 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.1 |
$184k |
|
4.2k |
43.70 |
|
Apple
(AAPL)
|
0.1 |
$151k |
|
678.00 |
222.17 |
|
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.1 |
$148k |
|
604.00 |
244.64 |
|
Tg Therapeutics
(TGTX)
|
0.1 |
$102k |
|
2.6k |
39.43 |
|
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.0 |
$96k |
|
984.00 |
97.48 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$94k |
|
254.00 |
370.82 |
|
Amazon
(AMZN)
|
0.0 |
$89k |
|
465.00 |
190.26 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.0 |
$73k |
|
2.7k |
26.89 |
|
Ishares S&p Gsci Commodity- Unit Ben Int
(GSG)
|
0.0 |
$70k |
|
3.1k |
22.77 |
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.0 |
$68k |
|
423.00 |
160.54 |
|
Advanced Micro Devices
(AMD)
|
0.0 |
$66k |
|
643.00 |
102.74 |
|
Fidelity Covington Trust Enhanced Large
(FELV)
|
0.0 |
$60k |
|
1.9k |
30.74 |
|
Nano X Imaging Ord Shs
(NNOX)
|
0.0 |
$55k |
|
11k |
5.00 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.0 |
$49k |
|
466.00 |
105.44 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.0 |
$45k |
|
262.00 |
172.74 |
|
F5 Networks
(FFIV)
|
0.0 |
$45k |
|
168.00 |
266.27 |
|
Fidelity Wise Origin Bitcoin SHS
(FBTC)
|
0.0 |
$40k |
|
559.00 |
71.93 |
|
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.0 |
$37k |
|
89.00 |
419.89 |
|
Ishares Tr Us Infrastruc
(IFRA)
|
0.0 |
$30k |
|
675.00 |
45.07 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.0 |
$29k |
|
1.1k |
26.20 |
|
Vanguard World Inf Tech Etf
(VGT)
|
0.0 |
$28k |
|
52.00 |
542.38 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.0 |
$22k |
|
42.00 |
532.60 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.0 |
$20k |
|
100.00 |
199.49 |
|
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.0 |
$19k |
|
171.00 |
110.18 |
|
Select Sector Spdr Tr Indl
(XLI)
|
0.0 |
$13k |
|
100.00 |
131.07 |
|
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.0 |
$11k |
|
455.00 |
23.16 |
|
Ark 21shares Bitcoin Etf Shs Ben Int
(ARKB)
|
0.0 |
$10k |
|
123.00 |
82.20 |
|
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
0.0 |
$9.4k |
|
93.00 |
100.62 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.0 |
$9.2k |
|
379.00 |
24.34 |
|
Tesla Motors
(TSLA)
|
0.0 |
$8.6k |
|
33.00 |
259.18 |
|
Roku Com Cl A
(ROKU)
|
0.0 |
$8.0k |
|
114.00 |
70.45 |
|
International Business Machines
(IBM)
|
0.0 |
$7.5k |
|
30.00 |
248.67 |
|
Fidelity National Information Services
(FIS)
|
0.0 |
$7.4k |
|
99.00 |
74.69 |
|
Palantir Technologies Cl A
(PLTR)
|
0.0 |
$7.3k |
|
86.00 |
84.41 |
|
Bce Com New
(BCE)
|
0.0 |
$6.5k |
|
281.00 |
22.96 |
|
Checkpoint Therapeutics Com New
|
0.0 |
$6.3k |
|
1.6k |
4.04 |
|
Robinhood Mkts Com Cl A
(HOOD)
|
0.0 |
$5.9k |
|
142.00 |
41.63 |
|
Roblox Corp Cl A
(RBLX)
|
0.0 |
$5.7k |
|
98.00 |
58.30 |
|
Shopify Cl A
(SHOP)
|
0.0 |
$5.3k |
|
55.00 |
95.49 |
|
Newmont Mining Corporation
(NEM)
|
0.0 |
$4.8k |
|
100.00 |
48.28 |
|
Ishares Ethereum Tr SHS
(ETHA)
|
0.0 |
$4.6k |
|
335.00 |
13.82 |
|
Coinbase Global Com Cl A
(COIN)
|
0.0 |
$4.0k |
|
23.00 |
172.26 |
|
Tempus Ai Cl A
(TEM)
|
0.0 |
$4.0k |
|
82.00 |
48.24 |
|
Crispr Therapeutics Namen Akt
(CRSP)
|
0.0 |
$3.9k |
|
114.00 |
34.04 |
|
Walt Disney Company
(DIS)
|
0.0 |
$3.1k |
|
31.00 |
100.00 |
|
Block Cl A
(XYZ)
|
0.0 |
$3.0k |
|
55.00 |
54.35 |
|
Meta Platforms Cl A
(META)
|
0.0 |
$2.9k |
|
5.00 |
576.40 |
|
Recursion Pharmaceuticals In Cl A
(RXRX)
|
0.0 |
$2.1k |
|
389.00 |
5.29 |
|
Natera
(NTRA)
|
0.0 |
$2.0k |
|
14.00 |
141.43 |
|
Pagerduty
(PD)
|
0.0 |
$2.0k |
|
107.00 |
18.27 |
|
Veracyte
(VCYT)
|
0.0 |
$1.9k |
|
63.00 |
29.65 |
|
Archer Aviation Com Cl A
(ACHR)
|
0.0 |
$1.7k |
|
238.00 |
7.11 |
|
Spotify Technology S A SHS
(SPOT)
|
0.0 |
$1.7k |
|
3.00 |
550.33 |
|
10x Genomics Cl A Com
(TXG)
|
0.0 |
$1.6k |
|
186.00 |
8.73 |
|
Twist Bioscience Corp
(TWST)
|
0.0 |
$1.6k |
|
40.00 |
39.27 |
|
Sofi Technologies
(SOFI)
|
0.0 |
$1.5k |
|
125.00 |
11.63 |
|
Deere & Company
(DE)
|
0.0 |
$1.4k |
|
3.00 |
469.67 |
|
Teradyne
(TER)
|
0.0 |
$1.4k |
|
17.00 |
82.65 |
|
Pinterest Cl A
(PINS)
|
0.0 |
$1.4k |
|
45.00 |
31.00 |
|
Draftkings Com Cl A
(DKNG)
|
0.0 |
$1.3k |
|
40.00 |
33.23 |
|
Beam Therapeutics
(BEAM)
|
0.0 |
$1.2k |
|
61.00 |
19.54 |
|
NVIDIA Corporation
(NVDA)
|
0.0 |
$1.1k |
|
10.00 |
108.40 |
|
Gitlab Class A Com
(GTLB)
|
0.0 |
$1.0k |
|
22.00 |
47.00 |
|
Illumina
(ILMN)
|
0.0 |
$953.000400 |
|
12.00 |
79.42 |
|
The Trade Desk Com Cl A
(TTD)
|
0.0 |
$930.999900 |
|
17.00 |
54.76 |
|
Intellia Therapeutics
(NTLA)
|
0.0 |
$825.003600 |
|
116.00 |
7.11 |
|
Uipath Cl A
(PATH)
|
0.0 |
$742.003200 |
|
72.00 |
10.31 |
|
Ford Motor Company
(F)
|
0.0 |
$641.996800 |
|
64.00 |
10.03 |
|
Pacific Biosciences of California
(PACB)
|
0.0 |
$192.992000 |
|
163.00 |
1.18 |
|
Kyndryl Hldgs Common Stock
(KD)
|
0.0 |
$189.000000 |
|
6.00 |
31.50 |
|
Prime Medicine
(PRME)
|
0.0 |
$66.000000 |
|
33.00 |
2.00 |
|
Dimensional Etf Trust World Equity Etf
(DFAW)
|
0.0 |
$62.000000 |
|
1.00 |
62.00 |
|
Telefonica S A Sponsored Adr
(TEF)
|
0.0 |
$10.000000 |
|
2.00 |
5.00 |