|
JPMorgan Mortgage-Backed Securities ETF Fixed Income ETF
(JMTG)
|
9.1 |
$29M |
|
573k |
51.00 |
|
Vanguard 500 Index Fund ETF Exchange Traded Fund
(VOO)
|
8.0 |
$26M |
|
42k |
612.38 |
|
Avantis International Equity ETF Exchange Traded Fund
(AVDE)
|
6.6 |
$21M |
|
269k |
78.90 |
|
iShares Core MSCI International Exchange Traded Fund
(IDEV)
|
6.0 |
$19M |
|
240k |
80.17 |
|
Avantis US Large Cap Value ETF Exchange Traded Fund
(AVLV)
|
4.8 |
$15M |
|
211k |
72.26 |
|
Vanguard Mid-Cap Index ETF Exchange Traded Fund
(VO)
|
4.1 |
$13M |
|
45k |
293.74 |
|
Vanguard Value ETF Exchange Traded Fund
(VTV)
|
3.1 |
$10M |
|
54k |
186.49 |
|
Invesco S&P 500 Equal Weight ETF Exchange Traded Fund
(RSP)
|
3.1 |
$9.9M |
|
52k |
189.70 |
|
Dimensional World EX US Core Equity 2 ETF Exchange Traded Fund
(DFAX)
|
3.0 |
$9.7M |
|
309k |
31.38 |
|
Dimensional US Small Cap ETF Exchange Traded Fund
(DFAS)
|
2.8 |
$9.0M |
|
131k |
68.46 |
|
Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund
(SCHG)
|
2.7 |
$8.6M |
|
271k |
31.91 |
|
Avantis US Small Cap Value ETF Exchange Traded Fund
(AVUV)
|
2.3 |
$7.2M |
|
73k |
99.53 |
|
Avantis Intl Small Cap Value ETF Exchange Traded Fund
(AVDV)
|
1.9 |
$6.0M |
|
68k |
89.03 |
|
Dimensional US Marketwide Value ETF Exchange Traded Fund
(DFUV)
|
1.9 |
$6.0M |
|
134k |
44.69 |
|
Apple Common Stock
(AAPL)
|
1.8 |
$5.7M |
|
23k |
254.63 |
|
Berkshire Hathaway Inc Class B Common Stock
(BRK.B)
|
1.7 |
$5.4M |
|
11k |
502.74 |
|
Amazon Common Stock
(AMZN)
|
1.6 |
$5.2M |
|
24k |
219.57 |
|
Visa Common Stock
(V)
|
1.4 |
$4.4M |
|
13k |
341.38 |
|
SPDR S&P 500 ETF Trust Exchange Traded Fund
(SPY)
|
1.2 |
$3.9M |
|
5.9k |
666.18 |
|
Apollo Global Management Common Stock
(APO)
|
1.2 |
$3.9M |
|
29k |
133.27 |
|
Microsoft Corp Common Stock
(MSFT)
|
1.2 |
$3.8M |
|
7.3k |
517.95 |
|
Oracle Corp Common Stock
(ORCL)
|
1.1 |
$3.5M |
|
13k |
281.24 |
|
IShares Russell 1000 Growth Index Fund Exchange Traded Fund
(IWF)
|
1.0 |
$3.3M |
|
7.0k |
468.41 |
|
Dimensional International Core Equity Market ETF Exchange Traded Fund
(DFAI)
|
1.0 |
$3.3M |
|
90k |
36.35 |
|
Blackstone Common Stock
(BX)
|
0.9 |
$2.8M |
|
16k |
170.85 |
|
Wells Fargo & Co Common Stock
(WFC)
|
0.9 |
$2.8M |
|
33k |
83.82 |
|
Caterpillar Common Stock
(CAT)
|
0.8 |
$2.7M |
|
5.7k |
477.15 |
|
J P Morgan Chase & Co Common Stock
(JPM)
|
0.8 |
$2.7M |
|
8.4k |
315.43 |
|
Exxon Mobil Corp Common Stock
(XOM)
|
0.7 |
$2.4M |
|
21k |
112.75 |
|
Alphabet Inc Capital Stock Class A Common Stock
(GOOGL)
|
0.7 |
$2.3M |
|
9.6k |
243.10 |
|
IShares Russell MidCap Growth Exchange Traded Fund
(IWP)
|
0.7 |
$2.2M |
|
15k |
142.41 |
|
Simplify MBS ETF Fixed Income ETF
(MTBA)
|
0.6 |
$2.1M |
|
41k |
50.35 |
|
Avantis US Mid Cap Value ETF Exchange Traded Fund
(AVMV)
|
0.6 |
$1.9M |
|
28k |
68.89 |
|
Mastercard Common Stock
(MA)
|
0.6 |
$1.8M |
|
3.1k |
568.81 |
|
KKR & Company Common Stock
(KKR)
|
0.6 |
$1.8M |
|
14k |
129.95 |
|
Vanguard FTSE Developed Markets Index Fund ETF Exchange Traded Fund
(VEA)
|
0.6 |
$1.8M |
|
29k |
59.92 |
|
Uber Technologies Common Stock
(UBER)
|
0.5 |
$1.7M |
|
17k |
97.97 |
|
Vanguard Growth Vipers Fund ETF Exchange Traded Fund
(VUG)
|
0.5 |
$1.6M |
|
3.4k |
479.61 |
|
AbbVie Common Stock
(ABBV)
|
0.5 |
$1.5M |
|
6.5k |
231.54 |
|
Bank of America Corp Common Stock
(BAC)
|
0.5 |
$1.5M |
|
29k |
51.59 |
|
Meta Platforms Common Stock
(META)
|
0.5 |
$1.5M |
|
2.0k |
734.38 |
|
CSX Corp Common Stock
(CSX)
|
0.4 |
$1.4M |
|
41k |
35.51 |
|
IShares National Muni Bond ETF Fixed Income ETF
(MUB)
|
0.4 |
$1.3M |
|
13k |
106.49 |
|
iShares S&P 500 Growth ETF Exchange Traded Fund
(IVW)
|
0.4 |
$1.3M |
|
11k |
120.72 |
|
Sherwin Williams Common Stock
(SHW)
|
0.4 |
$1.3M |
|
3.7k |
346.26 |
|
West Pharmaceutical Services Common Stock
(WST)
|
0.4 |
$1.2M |
|
4.7k |
262.33 |
|
Union Pacific Corp Common Stock
(UNP)
|
0.4 |
$1.2M |
|
4.9k |
236.37 |
|
Walt Disney Co/The Common Stock
(DIS)
|
0.4 |
$1.2M |
|
10k |
114.50 |
|
Pepsico Common Stock
(PEP)
|
0.4 |
$1.1M |
|
8.0k |
140.44 |
|
IShares Russell 2000 Growth Fund Exchange Traded Fund
(IWO)
|
0.3 |
$1.0M |
|
3.2k |
320.04 |
|
Blackrock Taxable Municipal Bond Trust Fixed Income ETF
(BBN)
|
0.3 |
$970k |
|
58k |
16.60 |
|
Eli Lilly & Co Common Stock
(LLY)
|
0.3 |
$959k |
|
1.3k |
763.00 |
|
O'Reilly Automotive Common Stock
(ORLY)
|
0.3 |
$953k |
|
8.8k |
107.81 |
|
ASML Holding NV Int'l Common Stock
(ASML)
|
0.3 |
$948k |
|
979.00 |
968.09 |
|
Vanguard High Dividend Yield ETF Exchange Traded Fund
(VYM)
|
0.3 |
$943k |
|
6.7k |
140.95 |
|
Danaher Corp Common Stock
(DHR)
|
0.3 |
$896k |
|
4.5k |
198.26 |
|
Dimensional US Core Equity Market ETF Exchange Traded Fund
(DFAU)
|
0.3 |
$891k |
|
20k |
45.76 |
|
TJX Companies Common Stock
(TJX)
|
0.3 |
$887k |
|
6.1k |
144.54 |
|
Philip Morris International Common Stock
(PM)
|
0.3 |
$886k |
|
5.5k |
162.20 |
|
Expedia Group Common Stock
(EXPE)
|
0.3 |
$872k |
|
4.1k |
213.75 |
|
Johnson & Johnson Common Stock
(JNJ)
|
0.3 |
$810k |
|
4.4k |
185.42 |
|
Ishares Core MSCI EAFE ETF Exchange Traded Fund
(IEFA)
|
0.2 |
$800k |
|
9.2k |
87.31 |
|
IShares Core S&P Mid-Cap ETF Exchange Traded Fund
(IJH)
|
0.2 |
$800k |
|
12k |
65.26 |
|
Alphabet Inc Cap Stk Class C Common Stock
(GOOG)
|
0.2 |
$792k |
|
3.3k |
243.55 |
|
WisdomTree U.S. Value Fund Exchange Traded Fund
(WTV)
|
0.2 |
$791k |
|
8.7k |
91.01 |
|
Chevron Corp Common Stock
(CVX)
|
0.2 |
$758k |
|
4.9k |
155.29 |
|
Travelers Companies Common Stock
(TRV)
|
0.2 |
$712k |
|
2.5k |
279.22 |
|
Servicenow Common Stock
(NOW)
|
0.2 |
$683k |
|
742.00 |
920.28 |
|
Cummins Common Stock
(CMI)
|
0.2 |
$676k |
|
1.6k |
422.37 |
|
Procter & Gamble Common Stock
(PG)
|
0.2 |
$670k |
|
4.4k |
153.65 |
|
Vornado Realty Trust Common Stock
(VNO)
|
0.2 |
$637k |
|
16k |
40.53 |
|
SPDR Gold Trust Exchange Traded Fund
(GLD)
|
0.2 |
$624k |
|
1.8k |
355.47 |
|
International Business Machines Common Stock
(IBM)
|
0.2 |
$617k |
|
2.2k |
282.16 |
|
Coca-Cola Company Common Stock
(KO)
|
0.2 |
$595k |
|
9.0k |
66.32 |
|
Cisco Systems Common Stock
(CSCO)
|
0.2 |
$585k |
|
8.5k |
68.42 |
|
Starbucks Corporation Common Stock
(SBUX)
|
0.2 |
$561k |
|
6.6k |
84.60 |
|
Monster Beverage Common Stock
(MNST)
|
0.2 |
$559k |
|
8.3k |
67.31 |
|
Home Depot Common Stock
(HD)
|
0.2 |
$554k |
|
1.4k |
405.19 |
|
Simon Property Group Common Stock
(SPG)
|
0.2 |
$551k |
|
2.9k |
187.67 |
|
Lowes Companies Common Stock
(LOW)
|
0.2 |
$550k |
|
2.2k |
251.31 |
|
UnitedHealth Group Common Stock
(UNH)
|
0.2 |
$527k |
|
1.5k |
345.30 |
|
Vanguard Small-Cap Value ETF Exchange Traded Fund
(VBR)
|
0.2 |
$525k |
|
2.5k |
208.71 |
|
Abbott Laboratories Common Stock
(ABT)
|
0.2 |
$519k |
|
3.9k |
133.94 |
|
Broadcom Common Stock
(AVGO)
|
0.2 |
$519k |
|
1.6k |
329.91 |
|
General Electric Common Stock
(GE)
|
0.2 |
$500k |
|
1.7k |
300.82 |
|
Lockheed Martin Corp Common Stock
(LMT)
|
0.2 |
$496k |
|
993.00 |
499.21 |
|
Armstrong World Industries Common Stock
(AWI)
|
0.2 |
$490k |
|
2.5k |
196.01 |
|
General Dynamics Corp Common Stock
(GD)
|
0.1 |
$480k |
|
1.4k |
341.00 |
|
WalMart Common Stock
(WMT)
|
0.1 |
$465k |
|
4.5k |
103.06 |
|
Electronic Arts Common Stock
(EA)
|
0.1 |
$459k |
|
2.3k |
201.70 |
|
WisdomTree US Quality Dividend Growth ETF Exchange Traded Fund
(DGRW)
|
0.1 |
$458k |
|
5.1k |
88.96 |
|
Dollar Tree Common Stock
(DLTR)
|
0.1 |
$443k |
|
4.7k |
94.37 |
|
IShares MSCI Emerging Markets Exchange Traded Fund
(EEM)
|
0.1 |
$419k |
|
7.8k |
53.40 |
|
Bristol Myers Squibb Common Stock
(BMY)
|
0.1 |
$418k |
|
9.3k |
45.10 |
|
Cambria Shareholder Yield ETF Exchange Traded Fund
(SYLD)
|
0.1 |
$418k |
|
6.1k |
68.66 |
|
McDonalds Corp Common Stock
(MCD)
|
0.1 |
$408k |
|
1.3k |
303.89 |
|
Dimensional California Municipal Bond ETF Fixed Income ETF
(DFCA)
|
0.1 |
$406k |
|
8.2k |
49.83 |
|
Phillips 66 Common Stock
(PSX)
|
0.1 |
$400k |
|
2.9k |
136.02 |
|
Thermo Fisher Scientific Common Stock
(TMO)
|
0.1 |
$394k |
|
813.00 |
485.02 |
|
American Electric Power Common Stock
(AEP)
|
0.1 |
$380k |
|
3.4k |
112.50 |
|
Nextera Energy Common Stock
(NEE)
|
0.1 |
$371k |
|
4.9k |
75.49 |
|
Vanguard Real Estate ETF Exchange Traded Fund
(VNQ)
|
0.1 |
$367k |
|
4.0k |
91.42 |
|
NVIDIA Corp Common Stock
(NVDA)
|
0.1 |
$367k |
|
2.0k |
186.58 |
|
Automatic Data Processing Common Stock
(ADP)
|
0.1 |
$351k |
|
1.2k |
293.50 |
|
Black Hills Corp Common Stock
(BKH)
|
0.1 |
$338k |
|
5.5k |
61.59 |
|
SPDR Dow Jones Industrial Ave ETF Trust Exchange Traded Fund
(DIA)
|
0.1 |
$327k |
|
705.00 |
463.74 |
|
Hingham Institution For Saving Common Stock
(HIFS)
|
0.1 |
$324k |
|
1.2k |
263.78 |
|
Air Products & Chemicials Common Stock
(APD)
|
0.1 |
$321k |
|
1.2k |
272.72 |
|
iShares Gold Trust Exchange Traded Fund
(IAU)
|
0.1 |
$320k |
|
4.4k |
72.77 |
|
Marathon Petroleum Corp Common Stock
(MPC)
|
0.1 |
$319k |
|
1.7k |
192.74 |
|
Cencora Common Stock
(COR)
|
0.1 |
$313k |
|
1.0k |
312.53 |
|
RTX Corporation Common Stock
(RTX)
|
0.1 |
$309k |
|
1.8k |
167.33 |
|
Dollar General Common Stock
(DG)
|
0.1 |
$306k |
|
3.0k |
103.35 |
|
IShares Core S&P 500 ETF Exchange Traded Fund
(IVV)
|
0.1 |
$301k |
|
449.00 |
669.30 |
|
Salesforce Common Stock
(CRM)
|
0.1 |
$286k |
|
1.2k |
237.00 |
|
Emerson Electric Common Stock
(EMR)
|
0.1 |
$276k |
|
2.1k |
131.18 |
|
Elm Market Navigator ETF Exchange Traded Fund
(ELM)
|
0.1 |
$275k |
|
10k |
27.33 |
|
Xcel Energy Common Stock
(XEL)
|
0.1 |
$275k |
|
3.4k |
80.65 |
|
Huntington Bancshares Common Stock
(HBAN)
|
0.1 |
$274k |
|
16k |
17.27 |
|
Yum Brands Common Stock
(YUM)
|
0.1 |
$273k |
|
1.8k |
152.00 |
|
Steven Madden Common Stock
(SHOO)
|
0.1 |
$271k |
|
8.1k |
33.48 |
|
Deere & Co Common Stock
(DE)
|
0.1 |
$270k |
|
590.00 |
457.26 |
|
Cognizant Technology Solutions Corp Common Stock
(CTSH)
|
0.1 |
$268k |
|
4.0k |
67.07 |
|
Blackrock Common Stock
(BLK)
|
0.1 |
$266k |
|
228.00 |
1165.87 |
|
GE Vernova Common Stock
(GEV)
|
0.1 |
$258k |
|
419.00 |
614.90 |
|
Adobe Systems Common Stock
(ADBE)
|
0.1 |
$248k |
|
704.00 |
352.75 |
|
Waste Management Common Stock
(WM)
|
0.1 |
$243k |
|
1.1k |
220.83 |
|
Conocophillips Common Stock
(COP)
|
0.1 |
$243k |
|
2.6k |
94.59 |
|
IShares Msci Eafe Index Fund Exchange Traded Fund
(EFA)
|
0.1 |
$240k |
|
2.6k |
93.37 |
|
Invesco QQQ Trust Series 1 ETF Exchange Traded Fund
(QQQ)
|
0.1 |
$235k |
|
391.00 |
600.37 |
|
Ebay Common Stock
(EBAY)
|
0.1 |
$232k |
|
2.6k |
90.95 |
|
Qualcomm Common Stock
(QCOM)
|
0.1 |
$232k |
|
1.4k |
166.36 |
|
Cardinal Health Common Stock
(CAH)
|
0.1 |
$213k |
|
1.4k |
156.96 |
|
Vanguard International High Dividend Yield ETF Exchange Traded Fund
(VYMI)
|
0.1 |
$212k |
|
2.5k |
84.68 |
|
Sempra Energy Common Stock
(SRE)
|
0.1 |
$209k |
|
2.3k |
89.98 |
|
Evergy Common Stock
(EVRG)
|
0.1 |
$205k |
|
2.7k |
76.02 |
|
Capital One Financial Corp Common Stock
(COF)
|
0.1 |
$203k |
|
955.00 |
212.58 |
|
Envirochem Common Stock
|
0.0 |
$2.750000 |
|
28k |
0.00 |