Vanguard Index Fds Total Stk Mkt
(VTI)
|
13.9 |
$20M |
|
91k |
222.82 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
6.1 |
$8.8M |
|
85k |
104.26 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
5.2 |
$7.5M |
|
52k |
145.96 |
Vanguard Index Fds Value Etf
(VTV)
|
4.8 |
$7.0M |
|
51k |
137.47 |
Vanguard Index Fds Growth Etf
(VUG)
|
4.8 |
$6.9M |
|
24k |
286.82 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
3.3 |
$4.8M |
|
62k |
78.28 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
3.2 |
$4.7M |
|
62k |
75.62 |
Ishares Tr National Mun Etf
(MUB)
|
2.7 |
$3.9M |
|
33k |
117.19 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.5 |
$3.7M |
|
67k |
54.32 |
Apple
(AAPL)
|
2.4 |
$3.5M |
|
26k |
136.94 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
2.4 |
$3.4M |
|
20k |
173.69 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
2.3 |
$3.4M |
|
33k |
101.78 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
2.3 |
$3.4M |
|
32k |
104.17 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
2.0 |
$3.0M |
|
10k |
289.79 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
2.0 |
$2.9M |
|
12k |
236.37 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
1.9 |
$2.8M |
|
41k |
68.35 |
Microsoft Corporation
(MSFT)
|
1.8 |
$2.7M |
|
9.8k |
270.87 |
Ishares Tr Core Msci Eafe
(IEFA)
|
1.5 |
$2.2M |
|
29k |
74.85 |
Procter & Gamble Company
(PG)
|
1.4 |
$2.0M |
|
15k |
134.92 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
1.4 |
$2.0M |
|
14k |
140.47 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
1.3 |
$1.8M |
|
28k |
65.68 |
Amazon
(AMZN)
|
1.2 |
$1.8M |
|
526.00 |
3441.06 |
The Trade Desk Com Cl A
(TTD)
|
1.2 |
$1.7M |
|
22k |
77.34 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
1.1 |
$1.6M |
|
15k |
107.79 |
Vaneck Vectors Etf Tr High Yld Mun Etf
(HYD)
|
1.1 |
$1.6M |
|
25k |
63.61 |
JPMorgan Chase & Co.
(JPM)
|
1.1 |
$1.6M |
|
10k |
155.54 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
1.1 |
$1.6M |
|
17k |
89.97 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
1.0 |
$1.4M |
|
43k |
32.87 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
1.0 |
$1.4M |
|
27k |
51.52 |
Roku Com Cl A
(ROKU)
|
0.9 |
$1.4M |
|
3.0k |
459.13 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.9 |
$1.4M |
|
3.5k |
393.69 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.8 |
$1.1M |
|
11k |
104.00 |
Facebook Cl A
(META)
|
0.7 |
$1.0M |
|
2.9k |
347.62 |
Shopify Cl A
(SHOP)
|
0.7 |
$990k |
|
678.00 |
1460.18 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.6 |
$921k |
|
4.1k |
225.18 |
Johnson & Johnson
(JNJ)
|
0.6 |
$836k |
|
5.1k |
164.76 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.6 |
$822k |
|
3.5k |
237.23 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.6 |
$807k |
|
322.00 |
2506.21 |
Huntington Bancshares Incorporated
(HBAN)
|
0.6 |
$803k |
|
56k |
14.27 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.6 |
$802k |
|
11k |
73.58 |
Ishares Core Msci Emkt
(IEMG)
|
0.5 |
$799k |
|
12k |
66.99 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.5 |
$757k |
|
310.00 |
2441.94 |
Bank of America Corporation
(BAC)
|
0.5 |
$679k |
|
17k |
41.23 |
NVIDIA Corporation
(NVDA)
|
0.5 |
$661k |
|
825.00 |
801.21 |
Schwab Strategic Tr 1000 Index Etf
(SCHK)
|
0.5 |
$658k |
|
15k |
42.67 |
Exxon Mobil Corporation
(XOM)
|
0.5 |
$656k |
|
10k |
63.00 |
CSX Corporation
(CSX)
|
0.5 |
$654k |
|
20k |
32.09 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.4 |
$637k |
|
2.3k |
278.04 |
Tesla Motors
(TSLA)
|
0.4 |
$614k |
|
904.00 |
679.20 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.4 |
$582k |
|
1.4k |
427.31 |
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
0.4 |
$576k |
|
6.7k |
85.71 |
Pepsi
(PEP)
|
0.4 |
$542k |
|
3.7k |
148.13 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.4 |
$524k |
|
9.5k |
55.34 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.3 |
$486k |
|
4.3k |
112.37 |
Norfolk Southern
(NSC)
|
0.3 |
$462k |
|
1.7k |
265.52 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.3 |
$456k |
|
6.0k |
75.62 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$434k |
|
5.1k |
85.89 |
Crowdstrike Hldgs Cl A
(CRWD)
|
0.3 |
$426k |
|
1.7k |
251.62 |
Spdr Ser Tr S&p 400 Mdcp Val
(MDYV)
|
0.3 |
$424k |
|
6.3k |
67.42 |
Visa Com Cl A
(V)
|
0.3 |
$422k |
|
1.8k |
234.31 |
Wal-Mart Stores
(WMT)
|
0.3 |
$414k |
|
2.9k |
140.82 |
Walt Disney Company
(DIS)
|
0.3 |
$413k |
|
2.3k |
175.82 |
Vaneck Vectors Etf Tr Jp Morgan Mkts
(EMLC)
|
0.3 |
$413k |
|
13k |
31.38 |
At&t
(T)
|
0.3 |
$409k |
|
14k |
28.83 |
Schwab Strategic Tr Schwb Fdt Int Lg
(FNDF)
|
0.3 |
$392k |
|
12k |
33.28 |
UnitedHealth
(UNH)
|
0.3 |
$381k |
|
951.00 |
400.63 |
Verizon Communications
(VZ)
|
0.2 |
$352k |
|
6.3k |
56.01 |
Home Depot
(HD)
|
0.2 |
$349k |
|
1.1k |
318.43 |
salesforce
(CRM)
|
0.2 |
$340k |
|
1.4k |
244.25 |
Oracle Corporation
(ORCL)
|
0.2 |
$329k |
|
4.2k |
77.87 |
McDonald's Corporation
(MCD)
|
0.2 |
$326k |
|
1.4k |
230.71 |
Paypal Holdings
(PYPL)
|
0.2 |
$313k |
|
1.1k |
291.16 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.2 |
$309k |
|
7.8k |
39.42 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.2 |
$308k |
|
2.3k |
136.40 |
Spdr Ser Tr Nuveen Bbg Brcly
(HYMB)
|
0.2 |
$299k |
|
4.9k |
60.83 |
Cisco Systems
(CSCO)
|
0.2 |
$293k |
|
5.5k |
53.05 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$279k |
|
477.00 |
584.91 |
Abbvie
(ABBV)
|
0.2 |
$278k |
|
2.5k |
112.41 |
Spdr Ser Tr Spdr Bloomberg
(BIL)
|
0.2 |
$273k |
|
3.0k |
91.58 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$261k |
|
2.1k |
122.54 |
Us Bancorp Del Com New
(USB)
|
0.2 |
$252k |
|
4.4k |
57.00 |
Nextera Energy
(NEE)
|
0.2 |
$251k |
|
3.4k |
73.37 |
Southwest Airlines
(LUV)
|
0.2 |
$245k |
|
4.6k |
53.00 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.2 |
$243k |
|
4.0k |
60.90 |
Wendy's/arby's Group
(WEN)
|
0.2 |
$237k |
|
10k |
23.42 |
Invesco Exch Traded Fd Tr Ii S&p Intl Low
(IDLV)
|
0.2 |
$233k |
|
7.5k |
30.96 |
Proshares Tr Ultrapro Qqq
(TQQQ)
|
0.2 |
$224k |
|
1.8k |
122.27 |
Spdr Ser Tr Nuveen Blmbrg Sr
(SHM)
|
0.2 |
$220k |
|
4.4k |
49.52 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.2 |
$220k |
|
4.8k |
45.92 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.2 |
$218k |
|
2.7k |
80.09 |
Digitalocean Hldgs
(DOCN)
|
0.1 |
$213k |
|
3.8k |
55.61 |
Boeing Company
(BA)
|
0.1 |
$204k |
|
850.00 |
240.00 |
Lifemd
(LFMD)
|
0.1 |
$142k |
|
12k |
11.79 |
Sorrento Therapeutics Com New
(SRNEQ)
|
0.1 |
$104k |
|
11k |
9.70 |
Conformis
|
0.0 |
$12k |
|
10k |
1.20 |