|
Vanguard Intermediate-term Fixed Income
(VGIT)
|
12.5 |
$34M |
|
576k |
58.98 |
|
Avantis International Small Cap Equities
(AVDV)
|
11.2 |
$31M |
|
296k |
103.05 |
|
Dimensional Emerging Markets Equities
(DFEM)
|
8.4 |
$23M |
|
562k |
40.64 |
|
Vanguard Short Term Inf Prot Se Fixed Income
(VTIP)
|
6.7 |
$18M |
|
360k |
50.23 |
|
Vanguard Total Stock Market Etf Equities
(VTI)
|
5.0 |
$14M |
|
36k |
370.04 |
|
Vanguard Ftse Developed Markets Equities
(VEA)
|
3.7 |
$10M |
|
141k |
71.25 |
|
Dimensional International High Equities
(DIHP)
|
2.9 |
$7.9M |
|
230k |
34.12 |
|
Dimensional U.S. High Profitabi Equities
(DUHP)
|
2.8 |
$7.7M |
|
184k |
41.73 |
|
Broadcom Equities
(AVGO)
|
2.8 |
$7.6M |
|
20k |
377.75 |
|
Nvidia Corporation Equities
(NVDA)
|
2.6 |
$7.2M |
|
36k |
200.09 |
|
iShares 0-3 Month Treasury Bond Fixed Income
(SGOV)
|
2.6 |
$7.2M |
|
71k |
100.67 |
|
Apple Equities
(AAPL)
|
2.3 |
$6.2M |
|
21k |
289.36 |
|
Caterpillar Equities
(CAT)
|
1.7 |
$4.7M |
|
4.4k |
1064.90 |
|
Dimensional International Small Equities
(DISV)
|
1.7 |
$4.5M |
|
113k |
40.13 |
|
Microsoft Corp Equities
(MSFT)
|
1.5 |
$4.1M |
|
11k |
373.02 |
|
Avantis US Small Cap Value Equities
(AVUV)
|
1.5 |
$4.0M |
|
32k |
124.76 |
|
Alphabet Inc Cl A Equities
(GOOGL)
|
1.5 |
$3.9M |
|
11k |
357.37 |
|
Dfa Emerging Core Equities
(DFAE)
|
1.4 |
$3.9M |
|
97k |
40.21 |
|
Amazon.com Equities
(AMZN)
|
1.3 |
$3.6M |
|
15k |
238.34 |
|
Alphabet Inc Cl C Equities
(GOOG)
|
1.3 |
$3.5M |
|
9.8k |
353.33 |
|
Jpmorgan Chase & Co Equities
(JPM)
|
1.1 |
$2.9M |
|
9.0k |
327.33 |
|
Rtx Corporation Equities
(RTX)
|
1.0 |
$2.7M |
|
14k |
189.73 |
|
Dfa Us Small Cap Value Equities
(DFSV)
|
1.0 |
$2.7M |
|
69k |
38.79 |
|
Costco Wholesale Corporation Equities
(COST)
|
0.9 |
$2.3M |
|
2.5k |
935.47 |
|
Ishares Russell 1000 Growth Equities
(IWF)
|
0.8 |
$2.2M |
|
18k |
124.17 |
|
Berkshire Hathaway Inc Class B Equities
(BRK.B)
|
0.7 |
$2.0M |
|
4.1k |
500.39 |
|
Visa Inc Cl A Equities
(V)
|
0.6 |
$1.7M |
|
5.1k |
343.09 |
|
Eaton Corp Equities
(ETN)
|
0.6 |
$1.7M |
|
4.0k |
426.12 |
|
Meta Platforms Inc Cl A Equities
(META)
|
0.6 |
$1.7M |
|
3.0k |
563.29 |
|
Ishares Msci Eafe Index Equities
(EFA)
|
0.6 |
$1.5M |
|
14k |
103.88 |
|
Spdr S&p Midcap 400 Equities
(MDY)
|
0.5 |
$1.5M |
|
2.1k |
703.34 |
|
SPDR Portfolio Total Stock Mark Equities
(SPTM)
|
0.5 |
$1.5M |
|
16k |
90.79 |
|
Dimensional Us Large Cap Equities
(DFLV)
|
0.5 |
$1.3M |
|
32k |
39.54 |
|
Chubb Equities
(CB)
|
0.4 |
$1.2M |
|
3.5k |
340.74 |
|
Walmart Equities
(WMT)
|
0.4 |
$1.2M |
|
10k |
113.26 |
|
Unitedhealth Group Equities
(UNH)
|
0.4 |
$1.2M |
|
2.8k |
415.63 |
|
Te Connectivity Equities
(TEL)
|
0.4 |
$1.1M |
|
5.6k |
201.61 |
|
Bank Of America Corporation Equities
(BAC)
|
0.4 |
$1.1M |
|
20k |
56.98 |
|
Texas Instruments Equities
(TXN)
|
0.4 |
$1.1M |
|
3.7k |
298.07 |
|
Union Pacific Corp Equities
(UNP)
|
0.4 |
$1.0M |
|
3.8k |
272.00 |
|
Pepsico Equities
(PEP)
|
0.4 |
$1.0M |
|
7.5k |
135.40 |
|
Thermo Fisher Scientific Equities
(TMO)
|
0.4 |
$1.0M |
|
2.0k |
501.36 |
|
JPMorgan U.S. Quality Factor ET Equities
(JQUA)
|
0.4 |
$1.0M |
|
14k |
72.28 |
|
iShares 3-7 Year Treasury Bond Fixed Income
(IEI)
|
0.4 |
$997k |
|
8.5k |
117.45 |
|
Ishares Core S&p Midcap Etf Equities
(IJH)
|
0.4 |
$992k |
|
13k |
77.11 |
|
Home Depot Equities
(HD)
|
0.4 |
$979k |
|
2.8k |
352.68 |
|
Ishares Core S&p Small-cap Etf Equities
(IJR)
|
0.4 |
$976k |
|
6.6k |
148.31 |
|
Ishares Russell 1000 Value Inde Equities
(IWD)
|
0.3 |
$922k |
|
3.8k |
242.43 |
|
Vanguard S&p 500 Etf Equities
(VOO)
|
0.3 |
$876k |
|
1.3k |
686.81 |
|
iShares Edge MSCI USA Quality F Equities
(QUAL)
|
0.3 |
$829k |
|
3.8k |
219.43 |
|
Exxon Mobil Corp Equities
(XOM)
|
0.3 |
$819k |
|
6.0k |
136.72 |
|
Pnc Financial Services Group In Equities
(PNC)
|
0.3 |
$801k |
|
3.3k |
246.22 |
|
Chevron Corporation Equities
(CVX)
|
0.3 |
$782k |
|
4.7k |
165.76 |
|
Ecolab Equities
(ECL)
|
0.3 |
$778k |
|
2.8k |
278.61 |
|
Ishares Core Msci Emerging Equities
(IEMG)
|
0.3 |
$777k |
|
9.4k |
82.84 |
|
Northrop Grumman Corp Equities
(NOC)
|
0.3 |
$767k |
|
1.5k |
509.31 |
|
Oracle Corp Equities
(ORCL)
|
0.3 |
$686k |
|
4.7k |
146.55 |
|
Conocophillips Equities
(COP)
|
0.2 |
$643k |
|
6.2k |
103.96 |
|
Boeing Equities
(BA)
|
0.2 |
$635k |
|
2.9k |
216.47 |
|
Salesforce Equities
(CRM)
|
0.2 |
$620k |
|
4.0k |
156.66 |
|
Merck & Co Equities
(MRK)
|
0.2 |
$620k |
|
4.8k |
128.50 |
|
Philip Morris International Equities
(PM)
|
0.2 |
$612k |
|
3.4k |
180.91 |
|
General Electric Equities
(GE)
|
0.2 |
$554k |
|
1.5k |
373.73 |
|
Spdr S&p Dividend Equities
(SDY)
|
0.2 |
$529k |
|
3.5k |
152.18 |
|
Starbucks Corp Equities
(SBUX)
|
0.2 |
$524k |
|
5.1k |
102.19 |
|
Ishares Core S&p 500 Etf Equities
(IVV)
|
0.2 |
$524k |
|
699.00 |
748.89 |
|
Vanguard Ftse Emerging Markets Equities
(VWO)
|
0.2 |
$503k |
|
8.4k |
59.69 |
|
Alcoa Upstream Corp Equities
(AA)
|
0.2 |
$491k |
|
9.4k |
52.14 |
|
Yum Brands Equities
(YUM)
|
0.2 |
$465k |
|
2.9k |
159.86 |
|
Danaher Corp Equities
(DHR)
|
0.2 |
$462k |
|
2.4k |
190.48 |
|
Avantis Emerging Markets Equity Equities
(AVEM)
|
0.2 |
$442k |
|
4.6k |
96.49 |
|
Ge Vernova Equities
(GEV)
|
0.2 |
$424k |
|
362.00 |
1171.61 |
|
Dfa International Core Equity Equities
(DFAI)
|
0.1 |
$387k |
|
9.4k |
41.25 |
|
Hyatt Hotels Corp Cl A Equities
(H)
|
0.1 |
$387k |
|
2.0k |
193.84 |
|
Expedia Group Equities
(EXPE)
|
0.1 |
$386k |
|
1.5k |
255.88 |
|
Lam Research Corp Equities
(LRCX)
|
0.1 |
$386k |
|
890.00 |
433.33 |
|
Netflix Equities
(NFLX)
|
0.1 |
$358k |
|
5.0k |
71.40 |
|
Abbvie Equities
(ABBV)
|
0.1 |
$346k |
|
1.4k |
251.64 |
|
United Airlines Holdings Equities
(UAL)
|
0.1 |
$343k |
|
2.5k |
135.99 |
|
Altria Group Equities
(MO)
|
0.1 |
$315k |
|
4.4k |
71.95 |
|
Avantis Int Large Cap Val Equities
(AVIV)
|
0.1 |
$304k |
|
3.9k |
77.42 |
|
Keycorp Equities
(KEY)
|
0.1 |
$303k |
|
13k |
23.05 |
|
Eli Lilly & Co Equities
(LLY)
|
0.1 |
$293k |
|
244.00 |
1199.43 |
|
Fortive Corp Equities
(FTV)
|
0.1 |
$290k |
|
4.7k |
61.09 |
|
Dfa Us Core Equity Equities
(DFAU)
|
0.1 |
$287k |
|
5.5k |
51.69 |
|
Curtiss Wright Corp Equities
(CW)
|
0.1 |
$281k |
|
371.00 |
757.76 |
|
Asml Holding N V Equities
(ASML)
|
0.1 |
$279k |
|
140.00 |
1989.44 |
|
Schwab Us Large Cap Growth Etf Equities
(SCHG)
|
0.1 |
$278k |
|
8.2k |
33.84 |
|
Mcdonalds Corp Equities
(MCD)
|
0.1 |
$275k |
|
1.0k |
270.31 |
|
Wisdomtree Tr Intl Qulty Div Equities
(IQDG)
|
0.1 |
$273k |
|
6.3k |
43.08 |
|
Vanguard Total International Equities
(VXUS)
|
0.1 |
$264k |
|
3.1k |
85.49 |
|
Carnival Equities
(CCL)
|
0.1 |
$258k |
|
9.0k |
28.57 |
|
Procter & Gamble Equities
(PG)
|
0.1 |
$255k |
|
1.7k |
146.64 |
|
National Fuel Gas Equities
(NFG)
|
0.1 |
$255k |
|
3.3k |
77.21 |
|
Ameriprise Financial Equities
(AMP)
|
0.1 |
$253k |
|
551.00 |
458.76 |
|
Welltower Equities
(WELL)
|
0.1 |
$234k |
|
1.0k |
226.97 |
|
American Investmnt Co Of Americ Mutual Funds
(AIVSX)
|
0.1 |
$233k |
|
3.4k |
68.25 |
|
Booking Holdings Equities
(BKNG)
|
0.1 |
$232k |
|
1.3k |
178.24 |
|
American Washntn Mutual Investr Mutual Funds
(AWSHX)
|
0.1 |
$225k |
|
3.4k |
66.92 |
|
BP Equities
(BP)
|
0.1 |
$224k |
|
6.1k |
36.95 |
|
Consolidated Edison Inc Common Equities
(ED)
|
0.1 |
$221k |
|
2.0k |
110.63 |
|
Williams Cos Equities
(WMB)
|
0.1 |
$219k |
|
2.9k |
74.34 |
|
Caseys General Stores Equities
(CASY)
|
0.1 |
$218k |
|
274.00 |
794.79 |
|
Southern Company Equities
(SO)
|
0.1 |
$215k |
|
2.2k |
95.71 |
|
iShares MSCI Emerging Markets e Equities
(EMXC)
|
0.1 |
$214k |
|
2.1k |
102.30 |
|
Analog Devices Equities
(ADI)
|
0.1 |
$205k |
|
516.00 |
397.17 |
|
Amgen Equities
(AMGN)
|
0.1 |
$204k |
|
562.00 |
362.12 |
|
Dimensional U.S. Equity ETF Equities
(DFUS)
|
0.1 |
$202k |
|
2.5k |
81.94 |
|
Modesto Calif 5.000 09/01/27 Fixed Income (Principal)
|
0.0 |
$50k |
|
50k |
1.00 |