Capital Group Global Growth Equity ETF Shs Creation Uni
(CGGO)
|
12.7 |
$20M |
|
967k |
21.01 |
iShares Short-Term National Municipal Bond ETF Shrt Nat Mun Etf
(SUB)
|
10.2 |
$16M |
|
156k |
104.27 |
iShares Core Total Usd Bond Market ETF Core Total Usd
(IUSB)
|
9.1 |
$15M |
|
324k |
44.93 |
Capital Group Growth ETF Shs Creation Uni
(CGGR)
|
6.5 |
$10M |
|
522k |
19.94 |
Vanguard Total Bond Market Index Fund ETF Shares Total Bnd Mrkt
(BND)
|
5.5 |
$8.8M |
|
123k |
71.84 |
iShares Core U.S. Growth ETF Core S&p Us Gwt
(IUSG)
|
5.3 |
$8.4M |
|
103k |
81.52 |
iShares Core S&P U.S. Value ETF Core S&p Us Vlu
(IUSV)
|
4.6 |
$7.4M |
|
104k |
70.63 |
Apple
(AAPL)
|
3.8 |
$6.0M |
|
47k |
129.93 |
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl
(SPYV)
|
3.6 |
$5.8M |
|
149k |
38.89 |
iShares MSCI Acwi ETF Msci Acwi Etf
(ACWI)
|
3.1 |
$5.0M |
|
59k |
84.88 |
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf
(IJH)
|
2.8 |
$4.5M |
|
19k |
241.89 |
iShares Russell 3000 ETF Russell 3000 Etf
(IWV)
|
2.6 |
$4.1M |
|
19k |
220.68 |
iShares Core S&P 500 ETF Core S&p500 Etf
(IVV)
|
2.4 |
$3.9M |
|
10k |
384.20 |
iShares Core MSCI Emerging Markets ETF Core Msci Emkt
(IEMG)
|
2.4 |
$3.8M |
|
82k |
46.70 |
iShares National Municipal Bond ETF National Mun Etf
(MUB)
|
2.2 |
$3.5M |
|
33k |
105.52 |
Microsoft Corporation
(MSFT)
|
1.5 |
$2.5M |
|
10k |
239.83 |
Dimensional U.S. Core Equity 2 ETF Us Core Equity 2
(DFAC)
|
1.5 |
$2.4M |
|
98k |
24.28 |
Dimensional U.S. Equity ETF Us Equity Etf
(DFUS)
|
1.5 |
$2.4M |
|
57k |
41.61 |
Procter & Gamble Company
(PG)
|
1.4 |
$2.3M |
|
15k |
151.56 |
Exxon Mobil Corporation
(XOM)
|
1.4 |
$2.3M |
|
21k |
110.30 |
SPDR Portfolio S&P 500 Growth ETF Prtflo S&p500 Gw
(SPYG)
|
1.3 |
$2.1M |
|
41k |
50.67 |
iShares MSCI Acwi Ex U.S. ETF Msci Acwi Ex Us
(ACWX)
|
1.2 |
$2.0M |
|
43k |
45.50 |
Coca-Cola Company
(KO)
|
1.0 |
$1.5M |
|
24k |
63.61 |
Firstservice Corp
(FSV)
|
0.8 |
$1.2M |
|
10k |
122.55 |
Abbvie
(ABBV)
|
0.6 |
$971k |
|
6.0k |
161.61 |
SPDR S&P 500 ETF Trust Tr Unit
(SPY)
|
0.6 |
$901k |
|
2.4k |
382.40 |
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$893k |
|
6.7k |
134.10 |
Dimensional U.S. Marketwide Value ETF Us Mktwide Value
(DFUV)
|
0.5 |
$823k |
|
25k |
33.48 |
Vanguard S&P Small-Cap 600 Index Fund ETF Shares Smllcp 600 Idx
(VIOO)
|
0.5 |
$823k |
|
4.7k |
173.31 |
Abbott Laboratories
(ABT)
|
0.5 |
$754k |
|
6.9k |
109.79 |
Pepsi
(PEP)
|
0.4 |
$718k |
|
4.0k |
180.66 |
iShares Core MSCI Total International Stock ETF Core Msci Total
(IXUS)
|
0.4 |
$608k |
|
11k |
57.88 |
Vanguard Total Stock Market Index Fund ETF Shares Total Stk Mkt
(VTI)
|
0.3 |
$541k |
|
2.8k |
191.20 |
Alphabet Inc Capital Stock Cl C Cap Stk Cl C
(GOOG)
|
0.3 |
$502k |
|
5.7k |
88.73 |
Amazon
(AMZN)
|
0.3 |
$474k |
|
5.6k |
84.00 |
Merck & Co
(MRK)
|
0.3 |
$465k |
|
4.2k |
110.95 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$448k |
|
5.1k |
88.23 |
SPDR Nuveen Barclays Municipal Bond ETF Nuveen Blmbrg Mu
(TFI)
|
0.3 |
$434k |
|
9.5k |
45.62 |
UnitedHealth
(UNH)
|
0.2 |
$389k |
|
733.00 |
530.18 |
Johnson & Johnson
(JNJ)
|
0.2 |
$383k |
|
2.2k |
176.67 |
Capital Group Dividend Value ETF Shs Creation Uni
(CGDV)
|
0.2 |
$370k |
|
16k |
23.59 |
Berkshire Hathaway Inc Cl B CL B
(BRK.B)
|
0.2 |
$367k |
|
1.2k |
308.90 |
Bank of America Corporation
(BAC)
|
0.2 |
$358k |
|
11k |
33.12 |
Vanguard Information Technology Index Fund ETF Shares Inf Tech Etf
(VGT)
|
0.2 |
$327k |
|
1.0k |
319.41 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$326k |
|
591.00 |
550.69 |
Home Depot
(HD)
|
0.2 |
$324k |
|
1.0k |
315.86 |
Leidos Holdings
(LDOS)
|
0.2 |
$317k |
|
3.0k |
105.19 |
iShares Core S&P Small-Cap ETF Core S&p Scp Etf
(IJR)
|
0.2 |
$305k |
|
3.2k |
94.64 |
Mastercard Cl A
(MA)
|
0.2 |
$286k |
|
822.00 |
347.73 |
Pfizer
(PFE)
|
0.2 |
$285k |
|
5.6k |
51.24 |
Cisco Systems
(CSCO)
|
0.2 |
$285k |
|
6.0k |
47.64 |
Humana
(HUM)
|
0.2 |
$278k |
|
543.00 |
512.19 |
Visa
(V)
|
0.2 |
$277k |
|
1.3k |
207.76 |
Colliers International Group Inc Sub-vtg Sub Vtg Shs
(CIGI)
|
0.2 |
$266k |
|
2.9k |
92.04 |
Walt Disney Company
(DIS)
|
0.2 |
$259k |
|
3.0k |
86.87 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$244k |
|
1.7k |
146.14 |
Danaher Corporation
(DHR)
|
0.1 |
$235k |
|
885.00 |
265.42 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$233k |
|
1.4k |
165.22 |
Science App Int'l
(SAIC)
|
0.1 |
$226k |
|
2.0k |
110.93 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$225k |
|
616.00 |
365.84 |
Estee Lauder Companies Cl A
(EL)
|
0.1 |
$223k |
|
899.00 |
248.11 |
Verizon Communications
(VZ)
|
0.1 |
$222k |
|
5.6k |
39.40 |
Honeywell International
(HON)
|
0.1 |
$222k |
|
1.0k |
214.30 |
Technology Select Sector SPDR Fund Technology
(XLK)
|
0.1 |
$216k |
|
1.7k |
124.44 |
McDonald's Corporation
(MCD)
|
0.1 |
$215k |
|
817.00 |
263.53 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$214k |
|
635.00 |
336.53 |
Oracle Corporation
(ORCL)
|
0.1 |
$212k |
|
2.6k |
81.74 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$207k |
|
2.0k |
100.92 |
iShares Global 100 ETF Global 100 Etf
(IOO)
|
0.1 |
$203k |
|
3.2k |
64.05 |
SPDR Nuveen Barclays St Municipal ETF Nuveen Blmbrg Sh
(SHM)
|
0.1 |
$202k |
|
4.3k |
46.98 |
PNC Financial Services
(PNC)
|
0.1 |
$202k |
|
1.3k |
157.94 |
Empire State Realty Trust Cl A
(ESRT)
|
0.1 |
$81k |
|
12k |
6.74 |