Capital Group Global Growth Equity ETF Shs Creation Uni
(CGGO)
|
18.5 |
$28M |
|
1.1M |
25.73 |
Capital Group Growth ETF Shs Creation Uni
(CGGR)
|
7.2 |
$11M |
|
381k |
28.23 |
iShares Core U.S. Growth ETF Core S&p Us Gwt
(IUSG)
|
6.6 |
$9.8M |
|
94k |
104.10 |
Apple
(AAPL)
|
6.3 |
$9.4M |
|
49k |
192.53 |
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl
(SPYV)
|
5.7 |
$8.4M |
|
181k |
46.63 |
iShares Core S&P U.S. Value ETF Core S&p Us Vlu
(IUSV)
|
5.4 |
$8.0M |
|
95k |
84.33 |
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf
(IJH)
|
3.7 |
$5.5M |
|
20k |
277.15 |
iShares Russell 3000 ETF Russell 3000 Etf
(IWV)
|
3.2 |
$4.7M |
|
17k |
273.74 |
iShares Core S&P 500 ETF Core S&p500 Etf
(IVV)
|
3.1 |
$4.6M |
|
9.5k |
477.62 |
SPDR Portfolio S&P 500 Growth ETF Prtflo S&p500 Gw
(SPYG)
|
2.9 |
$4.3M |
|
66k |
65.06 |
iShares Core MSCI Emerging Markets ETF Core Msci Emkt
(IEMG)
|
2.8 |
$4.2M |
|
83k |
50.58 |
Dimensional U.S. Core Equity 2 ETF Us Core Equity 2
(DFAC)
|
2.7 |
$4.0M |
|
137k |
29.23 |
iShares MSCI Acwi ETF Msci Acwi Etf
(ACWI)
|
2.6 |
$3.9M |
|
39k |
101.77 |
Microsoft Corporation
(MSFT)
|
2.5 |
$3.7M |
|
9.9k |
376.04 |
Dimensional U.S. Equity ETF Us Equity Etf
(DFUS)
|
1.9 |
$2.9M |
|
55k |
51.83 |
iShares MSCI Acwi Ex U.S. ETF Msci Acwi Ex Us
(ACWX)
|
1.8 |
$2.8M |
|
54k |
51.04 |
Procter & Gamble Company
(PG)
|
1.5 |
$2.3M |
|
15k |
146.54 |
Exxon Mobil Corporation
(XOM)
|
1.4 |
$2.0M |
|
20k |
99.98 |
Firstservice Corp
(FSV)
|
1.1 |
$1.6M |
|
10k |
162.09 |
Coca-Cola Company
(KO)
|
1.0 |
$1.4M |
|
24k |
58.93 |
SPDR S&P 500 ETF Trust Tr Unit
(SPY)
|
0.8 |
$1.3M |
|
2.6k |
475.35 |
iShares Esg Screened S&P 500 ETF Esg Scrnd S&p500
(XVV)
|
0.8 |
$1.2M |
|
34k |
36.39 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$1.1M |
|
6.4k |
170.10 |
Vanguard Esg International Stock ETF Esg Intl Stk Etf
(VSGX)
|
0.7 |
$1.1M |
|
19k |
55.28 |
Amazon
(AMZN)
|
0.6 |
$962k |
|
6.3k |
151.94 |
Vanguard S&P Small-Cap 600 Index Fund ETF Shares Smllcp 600 Idx
(VIOO)
|
0.6 |
$942k |
|
9.5k |
99.19 |
NVIDIA Corporation
(NVDA)
|
0.6 |
$936k |
|
1.9k |
495.23 |
Vanguard Total Stock Market Index Fund ETF Shares Total Stk Mkt
(VTI)
|
0.6 |
$918k |
|
3.9k |
237.25 |
Dimensional U.S. Marketwide Value ETF Us Mktwide Value
(DFUV)
|
0.6 |
$915k |
|
25k |
37.22 |
Abbvie
(ABBV)
|
0.6 |
$912k |
|
5.9k |
154.97 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.5 |
$802k |
|
5.7k |
139.69 |
Alphabet Inc Capital Stock Cl C Cap Stk Cl C
(GOOG)
|
0.5 |
$798k |
|
5.7k |
140.93 |
Abbott Laboratories
(ABT)
|
0.5 |
$756k |
|
6.9k |
110.07 |
Eli Lilly & Co.
(LLY)
|
0.5 |
$713k |
|
1.2k |
582.92 |
iShares Core MSCI Total International Stock ETF Core Msci Total
(IXUS)
|
0.5 |
$688k |
|
11k |
64.93 |
Pepsi
(PEP)
|
0.4 |
$670k |
|
3.9k |
169.84 |
Starbucks Corporation
(SBUX)
|
0.4 |
$668k |
|
7.0k |
96.01 |
Capital Group Dividend Value ETF Shs Creation Uni
(CGDV)
|
0.4 |
$579k |
|
19k |
29.84 |
Meta Platforms Inc Cl A Cl A
(META)
|
0.3 |
$512k |
|
1.4k |
353.96 |
Vanguard Information Technology Index Fund ETF Shares Inf Tech Etf
(VGT)
|
0.3 |
$496k |
|
1.0k |
484.00 |
Merck & Co
(MRK)
|
0.3 |
$454k |
|
4.2k |
109.02 |
Berkshire Hathaway Inc Cl B CL B
(BRK.B)
|
0.3 |
$428k |
|
1.2k |
356.66 |
UnitedHealth
(UNH)
|
0.3 |
$426k |
|
810.00 |
526.47 |
Adobe Systems Incorporated
(ADBE)
|
0.3 |
$379k |
|
635.00 |
596.60 |
iShares Core S&P Small-Cap ETF Core S&p Scp Etf
(IJR)
|
0.3 |
$377k |
|
3.5k |
108.25 |
Home Depot
(HD)
|
0.2 |
$372k |
|
1.1k |
346.55 |
Johnson & Johnson
(JNJ)
|
0.2 |
$365k |
|
2.3k |
156.75 |
Mastercard Cl A
(MA)
|
0.2 |
$351k |
|
822.00 |
426.51 |
Vanguard Tax-Exempt Bond Index Fund ETF Shares Tax Exempt Bd
(VTEB)
|
0.2 |
$348k |
|
6.8k |
51.05 |
Visa
(V)
|
0.2 |
$347k |
|
1.3k |
260.35 |
Bank of America Corporation
(BAC)
|
0.2 |
$342k |
|
10k |
33.67 |
Technology Select Sector SPDR Fund Technology
(XLK)
|
0.2 |
$334k |
|
1.7k |
192.48 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$314k |
|
591.00 |
530.79 |
Tesla Motors
(TSLA)
|
0.2 |
$307k |
|
1.2k |
248.48 |
Applied Materials
(AMAT)
|
0.2 |
$306k |
|
1.9k |
162.07 |
Leidos Holdings
(LDOS)
|
0.2 |
$297k |
|
2.7k |
108.24 |
Vanguard Intermediate-Term Treasury Index Fund ETF Shares Inter Term Treas
(VGIT)
|
0.2 |
$280k |
|
4.7k |
59.32 |
Cisco Systems
(CSCO)
|
0.2 |
$279k |
|
5.5k |
50.52 |
Oracle Corporation
(ORCL)
|
0.2 |
$273k |
|
2.6k |
105.43 |
iShares Global 100 ETF Global 100 Etf
(IOO)
|
0.2 |
$251k |
|
3.1k |
80.52 |
Humana
(HUM)
|
0.2 |
$249k |
|
543.00 |
457.81 |
McDonald's Corporation
(MCD)
|
0.2 |
$242k |
|
817.00 |
296.51 |
Texas Instruments Incorporated
(TXN)
|
0.2 |
$240k |
|
1.4k |
170.46 |
General Electric Com New
(GE)
|
0.2 |
$236k |
|
1.8k |
127.63 |
Chipotle Mexican Grill
(CMG)
|
0.2 |
$229k |
|
100.00 |
2286.96 |
Accenture Shs Class A
(ACN)
|
0.2 |
$224k |
|
639.00 |
350.91 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$222k |
|
337.00 |
660.08 |
Honeywell International
(HON)
|
0.1 |
$217k |
|
1.0k |
209.71 |
Constellation Energy
(CEG)
|
0.1 |
$216k |
|
1.8k |
116.89 |
Eaton Corp SHS
(ETN)
|
0.1 |
$214k |
|
888.00 |
240.82 |
iShares Esg Screened S&P Mid-Cap ETF Esg Scrd S&p Mid
(XJH)
|
0.1 |
$211k |
|
5.6k |
37.72 |
Broadcom
(AVGO)
|
0.1 |
$208k |
|
186.00 |
1116.25 |
Exelon Corporation
(EXC)
|
0.1 |
$206k |
|
5.7k |
35.90 |
Anthem
(ELV)
|
0.1 |
$205k |
|
435.00 |
471.56 |
Danaher Corporation
(DHR)
|
0.1 |
$205k |
|
885.00 |
231.34 |
Empire State Realty Trust Cl A
(ESRT)
|
0.1 |
$116k |
|
12k |
9.69 |