Vanguard Index Fds Large Cap Etf
(VV)
|
11.7 |
$15M |
|
60k |
249.62 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
7.3 |
$9.4M |
|
146k |
64.25 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
6.1 |
$7.9M |
|
81k |
96.62 |
Apple
(AAPL)
|
5.3 |
$6.8M |
|
32k |
210.62 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
4.5 |
$5.8M |
|
24k |
242.10 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
4.5 |
$5.8M |
|
117k |
49.42 |
Vanguard Index Fds Small Cp Etf
(VB)
|
4.3 |
$5.5M |
|
25k |
218.04 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
3.6 |
$4.7M |
|
58k |
79.93 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
3.6 |
$4.7M |
|
65k |
72.05 |
Vaneck Etf Trust Mrngstr Wde Moat
(MOAT)
|
3.4 |
$4.3M |
|
50k |
86.61 |
Vanguard World Esg Intl Stk Etf
(VSGX)
|
3.2 |
$4.1M |
|
72k |
57.27 |
Microsoft Corporation
(MSFT)
|
2.8 |
$3.7M |
|
8.2k |
446.96 |
Loews Corporation
(L)
|
2.7 |
$3.5M |
|
47k |
74.74 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
2.7 |
$3.5M |
|
20k |
170.76 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
2.6 |
$3.4M |
|
32k |
107.12 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
2.3 |
$3.0M |
|
16k |
182.55 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
2.2 |
$2.8M |
|
37k |
77.28 |
Ishares Msci Emrg Chn
(EMXC)
|
1.7 |
$2.2M |
|
37k |
59.20 |
Ishares Gold Tr Ishares New
(IAU)
|
1.7 |
$2.1M |
|
49k |
43.93 |
Amazon
(AMZN)
|
1.6 |
$2.1M |
|
11k |
193.25 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
1.5 |
$2.0M |
|
40k |
48.54 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
1.4 |
$1.7M |
|
55k |
31.55 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
1.3 |
$1.6M |
|
19k |
88.48 |
Vanguard Scottsdale Fds Lg-term Cor Bd
(VCLT)
|
1.2 |
$1.6M |
|
21k |
75.86 |
Ishares Tr Core Total Usd
(IUSB)
|
0.9 |
$1.2M |
|
26k |
45.22 |
Vanguard World Materials Etf
(VAW)
|
0.9 |
$1.2M |
|
6.0k |
192.64 |
Ishares Tr New York Mun Etf
(NYF)
|
0.9 |
$1.1M |
|
21k |
53.39 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.8 |
$1.0M |
|
10k |
97.07 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.8 |
$994k |
|
3.7k |
267.51 |
First Tr Lrge Cp Core Alpha Com Shs
(FEX)
|
0.8 |
$972k |
|
10k |
96.99 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.7 |
$952k |
|
19k |
50.11 |
Spdr Ser Tr Bbg Conv Sec Etf
(CWB)
|
0.7 |
$840k |
|
12k |
72.06 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.6 |
$832k |
|
7.8k |
106.78 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.5 |
$687k |
|
5.8k |
119.32 |
Spdr Ser Tr Portfolio Agrgte
(SPAB)
|
0.5 |
$640k |
|
26k |
25.09 |
Ishares Jp Mrg Em Crp Bd
(CEMB)
|
0.5 |
$607k |
|
14k |
44.30 |
Ishares Msci Equal Weite
(EUSA)
|
0.5 |
$601k |
|
6.8k |
88.26 |
Chubb
(CB)
|
0.5 |
$578k |
|
2.3k |
255.02 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.4 |
$523k |
|
6.2k |
83.76 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.4 |
$498k |
|
6.3k |
78.78 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.4 |
$470k |
|
859.00 |
546.98 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.4 |
$467k |
|
1.2k |
374.07 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.4 |
$458k |
|
5.8k |
78.33 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.3 |
$432k |
|
7.4k |
58.64 |
Costco Wholesale Corporation
(COST)
|
0.3 |
$419k |
|
493.00 |
849.23 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$408k |
|
3.5k |
115.12 |
Ishares Msci Agriculture
(VEGI)
|
0.3 |
$397k |
|
11k |
35.79 |
salesforce
(CRM)
|
0.3 |
$371k |
|
1.4k |
257.16 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.3 |
$359k |
|
765.00 |
468.72 |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
0.3 |
$353k |
|
7.8k |
45.40 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$349k |
|
2.8k |
123.54 |
Vanguard World Inf Tech Etf
(VGT)
|
0.3 |
$332k |
|
576.00 |
576.35 |
Select Sector Spdr Tr Technology
(XLK)
|
0.2 |
$319k |
|
1.4k |
226.15 |
Servicenow
(NOW)
|
0.2 |
$308k |
|
391.00 |
786.67 |
Microstrategy Cl A New
(MSTR)
|
0.2 |
$300k |
|
218.00 |
1377.48 |
Pepsi
(PEP)
|
0.2 |
$242k |
|
1.5k |
164.98 |
Vanguard World Esg Us Corp Bd
(VCEB)
|
0.2 |
$239k |
|
3.8k |
62.05 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.2 |
$235k |
|
1.1k |
215.01 |
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd
(BAB)
|
0.2 |
$233k |
|
8.8k |
26.38 |
Comcast Corp Cl A
(CMCSA)
|
0.2 |
$218k |
|
5.6k |
39.16 |
M&T Bank Corporation
(MTB)
|
0.2 |
$216k |
|
1.4k |
151.31 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.2 |
$211k |
|
4.1k |
51.26 |
Pimco Etf Tr Active Bd Etf
(BOND)
|
0.2 |
$211k |
|
2.3k |
91.09 |
Johnson & Johnson
(JNJ)
|
0.2 |
$209k |
|
1.4k |
146.15 |
Ford Motor Company
(F)
|
0.1 |
$157k |
|
13k |
12.54 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.1 |
$140k |
|
12k |
11.55 |