Invesco Qqq Tr Unit Ser 1
(QQQ)
|
8.7 |
$13M |
|
24k |
530.53 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
6.6 |
$9.7M |
|
195k |
49.98 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
5.5 |
$8.2M |
|
176k |
46.45 |
Vanguard Index Fds Value Etf
(VTV)
|
5.3 |
$7.9M |
|
45k |
175.06 |
Spdr Ser Tr Portfolio S&p400
(SPMD)
|
5.1 |
$7.5M |
|
130k |
57.58 |
Invesco Exch Trd Slf Idx Bulshs 2025 Hy
(BSJP)
|
3.3 |
$4.8M |
|
208k |
23.14 |
Vanguard Index Fds Growth Etf
(VUG)
|
3.2 |
$4.7M |
|
11k |
423.72 |
Jpmorgan Chase Finl Cal Lkd 44
(AMJB)
|
2.9 |
$4.3M |
|
143k |
30.26 |
Ishares Tr Ibonds 2026 Term
(IBHF)
|
2.5 |
$3.7M |
|
158k |
23.25 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
2.5 |
$3.7M |
|
135k |
27.14 |
Select Sector Spdr Tr Technology
(XLK)
|
2.4 |
$3.6M |
|
15k |
239.05 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
2.2 |
$3.2M |
|
11k |
299.92 |
Microsoft Corporation
(MSFT)
|
2.1 |
$3.1M |
|
6.8k |
447.27 |
Ishares Tr Core Msci Intl
(IDEV)
|
2.0 |
$3.0M |
|
45k |
67.30 |
Dimensional Etf Trust Natl Mun Bd Etf
(DFNM)
|
1.8 |
$2.7M |
|
56k |
48.15 |
Ishares Tr Ibonds 27 Etf
(IBDS)
|
1.7 |
$2.6M |
|
107k |
24.05 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.7 |
$2.5M |
|
4.2k |
607.24 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.7 |
$2.5M |
|
5.4k |
457.90 |
Ishares Tr Ibds Dec28 Etf
(IBDT)
|
1.6 |
$2.4M |
|
95k |
25.06 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
1.6 |
$2.3M |
|
44k |
53.12 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
1.5 |
$2.2M |
|
61k |
35.65 |
Godaddy Call Call Option (Principal)
|
1.4 |
$2.1M |
|
10k |
206.78 |
Apple
(AAPL)
|
1.3 |
$1.9M |
|
7.8k |
248.12 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
1.3 |
$1.9M |
|
14k |
131.87 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
1.2 |
$1.7M |
|
42k |
40.18 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
1.1 |
$1.7M |
|
35k |
47.72 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.1 |
$1.6M |
|
5.9k |
276.42 |
Global X Fds Us Pfd Etf
(PFFD)
|
1.1 |
$1.6M |
|
81k |
19.99 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
1.0 |
$1.5M |
|
35k |
44.03 |
Schwab Strategic Tr Fundamental Emer
(FNDE)
|
1.0 |
$1.5M |
|
51k |
29.80 |
Ishares Tr Ibond Dec 2030
(IBTK)
|
1.0 |
$1.4M |
|
74k |
19.35 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.0 |
$1.4M |
|
28k |
50.50 |
Ishares Tr Ibonds 29 Trm Ts
(IBTJ)
|
0.9 |
$1.4M |
|
65k |
21.44 |
Meta Platforms Cl A
(META)
|
0.9 |
$1.3M |
|
2.1k |
620.35 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.8 |
$1.2M |
|
6.2k |
200.98 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.8 |
$1.2M |
|
9.5k |
122.01 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.7 |
$1.0M |
|
17k |
60.00 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.7 |
$988k |
|
3.5k |
278.54 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.6 |
$951k |
|
15k |
65.63 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.6 |
$942k |
|
33k |
28.99 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.6 |
$909k |
|
1.5k |
599.65 |
Bitwise Bitcoin Etf Tr Shs Ben Int
(BITB)
|
0.6 |
$904k |
|
16k |
55.40 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.6 |
$895k |
|
38k |
23.41 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.6 |
$865k |
|
36k |
23.90 |
Nuveen Municipal Credit Com Sh Ben Int
(NZF)
|
0.6 |
$815k |
|
64k |
12.70 |
Ishares Tr National Mun Etf
(MUB)
|
0.5 |
$803k |
|
7.5k |
107.26 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.5 |
$802k |
|
8.7k |
91.66 |
Amazon
(AMZN)
|
0.5 |
$762k |
|
3.4k |
227.46 |
NVIDIA Corporation
(NVDA)
|
0.5 |
$761k |
|
5.7k |
134.25 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.5 |
$737k |
|
7.0k |
105.61 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.5 |
$706k |
|
3.5k |
202.05 |
salesforce
(CRM)
|
0.5 |
$690k |
|
1.9k |
354.31 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.5 |
$686k |
|
1.00 |
685934.00 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$683k |
|
1.1k |
604.21 |
Ishares Tr Ibonds Dec 2029
(IBMR)
|
0.5 |
$674k |
|
27k |
25.13 |
Alps Etf Tr Alerian Mlp
(AMLP)
|
0.4 |
$653k |
|
13k |
49.09 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.4 |
$547k |
|
20k |
27.45 |
Invesco Exch Trd Slf Idx Invsco Blsh 26
(BSJQ)
|
0.4 |
$546k |
|
23k |
23.40 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.3 |
$514k |
|
27k |
19.06 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.3 |
$484k |
|
3.6k |
133.67 |
Vanguard Scottsdale Fds Vng Rus2000grw
(VTWG)
|
0.3 |
$456k |
|
2.1k |
220.56 |
Comcast Corp Cl A
(CMCSA)
|
0.3 |
$439k |
|
11k |
39.92 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$429k |
|
1.7k |
253.26 |
Ishares Tr Ibonds Dec 28
(IBMQ)
|
0.3 |
$413k |
|
16k |
25.30 |
Republic Services
(RSG)
|
0.3 |
$413k |
|
2.0k |
208.97 |
Tesla Motors
(TSLA)
|
0.3 |
$411k |
|
943.00 |
436.23 |
Invesco Exch Trd Slf Idx Bulshs 2028 Muni
(BSMS)
|
0.3 |
$394k |
|
17k |
23.48 |
Invesco Exch Trd Slf Idx Bulshs 2029 Muni
(BSMT)
|
0.2 |
$362k |
|
16k |
23.14 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.2 |
$300k |
|
2.4k |
122.83 |
Godaddy Cl A
(GDDY)
|
0.2 |
$297k |
|
1.4k |
206.78 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.2 |
$296k |
|
25k |
11.74 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$293k |
|
1.5k |
189.82 |
Schwab Strategic Tr Mun Bd Etf
(SCMB)
|
0.2 |
$288k |
|
11k |
25.92 |
Broadcom
(AVGO)
|
0.2 |
$287k |
|
1.3k |
224.80 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.2 |
$283k |
|
11k |
26.84 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.2 |
$281k |
|
4.0k |
71.09 |
Wisdomtree Tr Emg Mkts Smcap
(DGS)
|
0.2 |
$264k |
|
5.2k |
50.91 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.2 |
$263k |
|
2.8k |
92.62 |
Home Depot
(HD)
|
0.2 |
$263k |
|
629.00 |
417.28 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.2 |
$262k |
|
12k |
21.92 |
Nuveen Mun High Income Opp F
(NMZ)
|
0.2 |
$262k |
|
23k |
11.34 |
Abbvie
(ABBV)
|
0.2 |
$258k |
|
1.5k |
173.37 |
ConocoPhillips
(COP)
|
0.2 |
$241k |
|
2.4k |
101.02 |
Global X Fds Glbl X Mlp Etf
(MLPA)
|
0.2 |
$241k |
|
4.8k |
50.35 |
Walt Disney Company
(DIS)
|
0.2 |
$229k |
|
2.0k |
113.34 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.2 |
$227k |
|
3.9k |
58.59 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.1 |
$213k |
|
2.1k |
101.19 |
Abbott Laboratories
(ABT)
|
0.1 |
$206k |
|
1.8k |
113.38 |