Capital Group Global Growth Equity ETF Shs Creation Uni
(CGGO)
|
19.1 |
$32M |
|
1.1M |
28.80 |
Capital Group Growth ETF Shs Creation Uni
(CGGR)
|
7.5 |
$13M |
|
396k |
31.99 |
iShares Core U.S. Growth ETF Core S&p Us Gwt
(IUSG)
|
6.4 |
$11M |
|
93k |
117.21 |
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl
(SPYV)
|
5.5 |
$9.4M |
|
187k |
50.10 |
Apple
(AAPL)
|
5.1 |
$8.6M |
|
50k |
171.48 |
iShares Core S&P U.S. Value ETF Core S&p Us Vlu
(IUSV)
|
4.9 |
$8.3M |
|
92k |
90.44 |
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf
(IJH)
|
3.6 |
$6.0M |
|
99k |
60.74 |
SPDR Portfolio S&P 500 Growth ETF Prtflo S&p500 Gw
(SPYG)
|
3.0 |
$5.1M |
|
70k |
73.15 |
iShares Russell 3000 ETF Russell 3000 Etf
(IWV)
|
3.0 |
$5.1M |
|
17k |
300.07 |
iShares Core S&P 500 ETF Core S&p500 Etf
(IVV)
|
2.9 |
$4.9M |
|
9.4k |
525.72 |
Microsoft Corporation
(MSFT)
|
2.7 |
$4.6M |
|
11k |
420.71 |
Dimensional U.S. Core Equity 2 ETF Us Core Equity 2
(DFAC)
|
2.7 |
$4.5M |
|
141k |
31.95 |
iShares Core MSCI Emerging Markets ETF Core Msci Emkt
(IEMG)
|
2.5 |
$4.3M |
|
83k |
51.60 |
iShares MSCI Acwi ETF Msci Acwi Etf
(ACWI)
|
2.5 |
$4.2M |
|
38k |
110.13 |
iShares MSCI Acwi Ex U.S. ETF Msci Acwi Ex Us
(ACWX)
|
1.6 |
$2.8M |
|
52k |
53.39 |
Dimensional U.S. Equity ETF Us Equity Etf
(DFUS)
|
1.6 |
$2.8M |
|
48k |
56.98 |
Vanguard S&P 500 ETF S&p 500 Etf Shs
(VOO)
|
1.5 |
$2.5M |
|
5.2k |
480.70 |
Procter & Gamble Company
(PG)
|
1.4 |
$2.4M |
|
15k |
162.25 |
Exxon Mobil Corporation
(XOM)
|
1.4 |
$2.4M |
|
20k |
116.24 |
NVIDIA Corporation
(NVDA)
|
1.0 |
$1.7M |
|
1.9k |
903.58 |
Firstservice Corp
(FSV)
|
1.0 |
$1.7M |
|
10k |
165.80 |
Coca-Cola Company
(KO)
|
0.9 |
$1.5M |
|
24k |
61.18 |
SPDR S&P 500 ETF Trust Tr Unit
(SPY)
|
0.8 |
$1.4M |
|
2.7k |
523.11 |
iShares Esg Screened S&P 500 ETF Esg Scrnd S&p500
(XVV)
|
0.8 |
$1.3M |
|
33k |
40.29 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$1.2M |
|
6.1k |
200.30 |
Amazon
(AMZN)
|
0.7 |
$1.2M |
|
6.5k |
180.38 |
Vanguard Total Stock Market Index Fund ETF Shares Total Stk Mkt
(VTI)
|
0.7 |
$1.1M |
|
4.4k |
259.89 |
Vanguard Esg International Stock ETF Esg Intl Stk Etf
(VSGX)
|
0.7 |
$1.1M |
|
19k |
57.47 |
Abbvie
(ABBV)
|
0.6 |
$1.1M |
|
5.9k |
182.10 |
Dimensional U.S. Marketwide Value ETF Us Mktwide Value
(DFUV)
|
0.6 |
$1.0M |
|
25k |
40.90 |
Eli Lilly & Co.
(LLY)
|
0.6 |
$951k |
|
1.2k |
777.96 |
Capital Group Dividend Value ETF Shs Creation Uni
(CGDV)
|
0.6 |
$946k |
|
29k |
32.50 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.5 |
$866k |
|
5.7k |
150.93 |
Alphabet Inc Capital Stock Cl C Cap Stk Cl C
(GOOG)
|
0.5 |
$862k |
|
5.7k |
152.26 |
Vanguard S&P Small-Cap 600 Index Fund ETF Shares Smllcp 600 Idx
(VIOO)
|
0.5 |
$832k |
|
8.2k |
101.50 |
Abbott Laboratories
(ABT)
|
0.5 |
$781k |
|
6.9k |
113.66 |
iShares Core MSCI Total International Stock ETF Core Msci Total
(IXUS)
|
0.4 |
$719k |
|
11k |
67.86 |
Meta Platforms Inc Cl A Cl A
(META)
|
0.4 |
$702k |
|
1.4k |
485.58 |
Pepsi
(PEP)
|
0.4 |
$690k |
|
3.9k |
175.01 |
Starbucks Corporation
(SBUX)
|
0.4 |
$636k |
|
7.0k |
91.39 |
Merck & Co
(MRK)
|
0.3 |
$550k |
|
4.2k |
131.95 |
Vanguard Information Technology Index Fund ETF Shares Inf Tech Etf
(VGT)
|
0.3 |
$537k |
|
1.0k |
524.34 |
iShares Core S&P Small-Cap ETF Core S&p Scp Etf
(IJR)
|
0.3 |
$505k |
|
4.6k |
110.52 |
Berkshire Hathaway Inc Cl B CL B
(BRK.B)
|
0.3 |
$504k |
|
1.2k |
420.52 |
Home Depot
(HD)
|
0.2 |
$412k |
|
1.1k |
383.60 |
UnitedHealth
(UNH)
|
0.2 |
$401k |
|
810.00 |
494.70 |
Mastercard Cl A
(MA)
|
0.2 |
$396k |
|
822.00 |
481.57 |
Applied Materials
(AMAT)
|
0.2 |
$389k |
|
1.9k |
206.23 |
Bank of America Corporation
(BAC)
|
0.2 |
$386k |
|
10k |
37.92 |
Visa
(V)
|
0.2 |
$372k |
|
1.3k |
279.08 |
Johnson & Johnson
(JNJ)
|
0.2 |
$368k |
|
2.3k |
158.16 |
Technology Select Sector SPDR Fund Technology
(XLK)
|
0.2 |
$361k |
|
1.7k |
208.27 |
Leidos Holdings
(LDOS)
|
0.2 |
$360k |
|
2.7k |
131.09 |
Vanguard Tax-Exempt Bond Index Fund ETF Shares Tax Exempt Bd
(VTEB)
|
0.2 |
$345k |
|
6.8k |
50.60 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$344k |
|
591.00 |
581.21 |
Constellation Energy
(CEG)
|
0.2 |
$342k |
|
1.8k |
184.85 |
Oracle Corporation
(ORCL)
|
0.2 |
$325k |
|
2.6k |
125.61 |
General Electric
(GE)
|
0.2 |
$324k |
|
1.8k |
175.53 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$320k |
|
635.00 |
504.60 |
Chipotle Mexican Grill
(CMG)
|
0.2 |
$291k |
|
100.00 |
2906.77 |
iShares Global 100 ETF Global 100 Etf
(IOO)
|
0.2 |
$279k |
|
3.1k |
89.41 |
Vanguard Intermediate-Term Treasury Index Fund ETF Shares Inter Term Treas
(VGIT)
|
0.2 |
$277k |
|
4.7k |
58.55 |
Cisco Systems
(CSCO)
|
0.2 |
$276k |
|
5.5k |
49.91 |
Walt Disney Company
(DIS)
|
0.2 |
$270k |
|
2.2k |
122.34 |
Eaton Corp SHS
(ETN)
|
0.2 |
$263k |
|
841.00 |
312.82 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$247k |
|
337.00 |
732.63 |
Broadcom
(AVGO)
|
0.1 |
$247k |
|
186.00 |
1325.41 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$245k |
|
1.4k |
174.21 |
Netflix
(NFLX)
|
0.1 |
$238k |
|
391.00 |
607.33 |
iShares Esg Screened S&P Mid-Cap ETF Esg Scrd S&p Mid
(XJH)
|
0.1 |
$230k |
|
5.6k |
41.08 |
Travelers Companies
(TRV)
|
0.1 |
$229k |
|
994.00 |
230.14 |
Anthem
(ELV)
|
0.1 |
$226k |
|
435.00 |
518.54 |
Cintas Corporation
(CTAS)
|
0.1 |
$225k |
|
328.00 |
687.03 |
Accenture Shs Class A
(ACN)
|
0.1 |
$222k |
|
639.00 |
346.61 |
Danaher Corporation
(DHR)
|
0.1 |
$221k |
|
885.00 |
249.72 |
Constellation Brands Cl A
(STZ)
|
0.1 |
$218k |
|
803.00 |
271.76 |
Qualcomm
(QCOM)
|
0.1 |
$214k |
|
1.3k |
169.30 |
Honeywell International
(HON)
|
0.1 |
$213k |
|
1.0k |
205.25 |
Caterpillar
(CAT)
|
0.1 |
$209k |
|
570.00 |
366.43 |
Exelon Corporation
(EXC)
|
0.1 |
$209k |
|
5.5k |
37.57 |
PNC Financial Services
(PNC)
|
0.1 |
$208k |
|
1.3k |
161.60 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$208k |
|
2.1k |
97.53 |
Empire State Realty Trust Cl A
(ESRT)
|
0.1 |
$122k |
|
12k |
10.13 |