|
Vanguard Total Stock Market Etf Etf
(VTI)
|
53.0 |
$287M |
|
875k |
328.16 |
|
Vanguard Real Estate Etf Etf
(VNQ)
|
21.0 |
$114M |
|
1.2M |
91.42 |
|
Dimensional Us Sustainability Core 1 Etf Etf
(DFSU)
|
2.9 |
$16M |
|
376k |
42.47 |
|
Berkshire Hathaway Inc Del Cl A Stock
(BRK.A)
|
2.9 |
$16M |
|
21.00 |
754200.00 |
|
Bridgeway Omni Small Cap Value Tax-managed Etf Etf
(BSVO)
|
2.6 |
$14M |
|
618k |
22.65 |
|
Vanguard Large-cap Etf Etf
(VV)
|
2.0 |
$11M |
|
35k |
307.86 |
|
Ducommun Inc Del Stock
(DCO)
|
1.3 |
$7.2M |
|
75k |
96.13 |
|
Vanguard Dividend Appreciation Etf Etf
(VIG)
|
1.1 |
$5.9M |
|
28k |
215.79 |
|
Ishares Gold Trust Etf
(IAU)
|
1.0 |
$5.4M |
|
75k |
72.77 |
|
Dimensional U.s. Targeted Value Etf Etf
(DFAT)
|
1.0 |
$5.3M |
|
90k |
58.21 |
|
Apple Stock
(AAPL)
|
0.8 |
$4.2M |
|
17k |
254.68 |
|
Berkshire Hathaway Inc Del Cl B Stock
(BRK.B)
|
0.7 |
$3.7M |
|
7.4k |
502.53 |
|
Ishares Esg Msci Kld 400 Etf Etf
(DSI)
|
0.6 |
$3.2M |
|
25k |
125.95 |
|
Vanguard S&p 500 Etf Etf
(VOO)
|
0.5 |
$2.9M |
|
4.7k |
612.38 |
|
Nvidia Corporation Stock
(NVDA)
|
0.5 |
$2.6M |
|
14k |
186.66 |
|
Vanguard Mid-cap Etf Etf
(VO)
|
0.4 |
$2.1M |
|
7.3k |
293.74 |
|
Avantis Emerging Markets Value Etf Etf
(AVES)
|
0.4 |
$2.1M |
|
37k |
57.37 |
|
Caterpillar Stock
(CAT)
|
0.4 |
$2.0M |
|
4.1k |
477.15 |
|
Avantis International Small Cap Value Etf Etf
(AVDV)
|
0.3 |
$1.8M |
|
21k |
89.03 |
|
Microsoft Corp Stock
(MSFT)
|
0.3 |
$1.7M |
|
3.3k |
517.95 |
|
Meridianlink Stock
(MLNK)
|
0.3 |
$1.6M |
|
81k |
19.93 |
|
Ishares Bitcoin Trust Etf Etf
(IBIT)
|
0.3 |
$1.5M |
|
23k |
65.00 |
|
Amazon Stock
(AMZN)
|
0.3 |
$1.4M |
|
6.3k |
219.61 |
|
Vanguard Small-cap Etf Etf
(VB)
|
0.2 |
$1.3M |
|
5.2k |
254.28 |
|
Ishares Core S&p Total U.s. Stock Market Etf Etf
(ITOT)
|
0.2 |
$1.1M |
|
7.8k |
147.00 |
|
Ishares Russell 1000 Growth Etf Etf
(IWF)
|
0.2 |
$904k |
|
1.9k |
468.41 |
|
Costco Whsl Corp Stock
(COST)
|
0.2 |
$903k |
|
975.00 |
926.00 |
|
Spdr Dow Jones Reit Etf Etf
(RWR)
|
0.2 |
$902k |
|
9.0k |
100.29 |
|
Oracle Corp Stock
(ORCL)
|
0.2 |
$890k |
|
3.2k |
281.24 |
|
Philip Morris Intl Stock
(PM)
|
0.1 |
$704k |
|
4.3k |
162.20 |
|
Schwab Fundamental Emerging Markets Equity Etf Etf
(FNDE)
|
0.1 |
$690k |
|
19k |
36.16 |
|
Invesco Qqq Trust Series I Etf
(QQQ)
|
0.1 |
$689k |
|
1.1k |
600.11 |
|
Dimensional Emerging Markets Value Etf Etf
(DFEV)
|
0.1 |
$681k |
|
21k |
31.89 |
|
Fidelity Enhanced Large Cap Growth Etf Etf
(FELG)
|
0.1 |
$667k |
|
16k |
41.12 |
|
Schwab U.s. Large-cap Etf Etf
(SCHX)
|
0.1 |
$660k |
|
25k |
26.34 |
|
Walmart Stock
(WMT)
|
0.1 |
$631k |
|
6.1k |
103.07 |
|
Altria Group Stock
(MO)
|
0.1 |
$629k |
|
9.5k |
66.09 |
|
Vanguard Small Cap Value Etf Etf
(VBR)
|
0.1 |
$605k |
|
2.9k |
208.71 |
|
Goldman Sachs Just U.s. Large Cap Equity Etf Etf
(JUST)
|
0.1 |
$577k |
|
6.2k |
93.80 |
|
Ishares Tips Bond Etf Etf
(TIP)
|
0.1 |
$575k |
|
5.2k |
111.21 |
|
Ishares Msci Usa Min Vol Factor Etf Etf
(USMV)
|
0.1 |
$559k |
|
5.9k |
95.14 |
|
Strive 500 Etf Etf
(STRV)
|
0.1 |
$546k |
|
13k |
43.00 |
|
Chevron Corp Stock
(CVX)
|
0.1 |
$519k |
|
3.3k |
155.29 |
|
Alphabet Inc Cap Stk Cl A Stock
(GOOGL)
|
0.1 |
$509k |
|
2.1k |
243.10 |
|
Vanguard Ftse Developed Markets Etf Etf
(VEA)
|
0.1 |
$508k |
|
8.5k |
59.92 |
|
3M Stock
(MMM)
|
0.1 |
$503k |
|
3.2k |
155.18 |
|
Home Depot Stock
(HD)
|
0.1 |
$495k |
|
1.2k |
405.19 |
|
Visa Inc Com Cl A Stock
(V)
|
0.1 |
$453k |
|
1.3k |
341.33 |
|
International Business Machs Stock
(IBM)
|
0.1 |
$442k |
|
1.6k |
281.98 |
|
Schwab U.s. Broad Market Etf Etf
(SCHB)
|
0.1 |
$438k |
|
17k |
25.71 |
|
Ishares Russell 1000 Value Etf Etf
(IWD)
|
0.1 |
$437k |
|
2.1k |
203.59 |
|
Coca Cola Stock
(KO)
|
0.1 |
$431k |
|
6.5k |
66.33 |
|
Jpmorgan Chase & Co Stock
(JPM)
|
0.1 |
$429k |
|
1.4k |
315.38 |
|
Ishares Msci Emerging Markets Etf Etf
(EEM)
|
0.1 |
$418k |
|
7.8k |
53.40 |
|
Pinnacle Finl Partners Stock
(PNFP)
|
0.1 |
$415k |
|
4.4k |
93.79 |
|
Dimensional International Small Cap Value Etf Etf
(DISV)
|
0.1 |
$415k |
|
12k |
35.69 |
|
Ishares Msci Eafe Etf Etf
(EFA)
|
0.1 |
$407k |
|
4.4k |
93.37 |
|
Palantir Technologies Inc Cl A Stock
(PLTR)
|
0.1 |
$383k |
|
2.1k |
182.42 |
|
Exxon Mobil Corp Stock
(XOM)
|
0.1 |
$363k |
|
3.2k |
112.75 |
|
Ishares Russell 1000 Etf Etf
(IWB)
|
0.1 |
$350k |
|
958.00 |
365.48 |
|
Blackrock Stock
(BLK)
|
0.1 |
$347k |
|
298.00 |
1165.90 |
|
Trane Technologies Stock
(TT)
|
0.1 |
$340k |
|
805.00 |
422.00 |
|
Encompass Health Corp Stock
(EHC)
|
0.1 |
$312k |
|
2.5k |
127.02 |
|
Elbit Sys Ltd Ord Stock
(ESLT)
|
0.1 |
$306k |
|
600.00 |
509.80 |
|
Spdr Portfolio Developed World Ex-us Etf Etf
(SPDW)
|
0.1 |
$300k |
|
7.0k |
42.79 |
|
F N B Corp Stock
(FNB)
|
0.1 |
$293k |
|
18k |
16.11 |
|
Eaton Corp Stock
(ETN)
|
0.1 |
$292k |
|
780.00 |
374.50 |
|
Procter And Gamble Stock
(PG)
|
0.1 |
$288k |
|
1.9k |
153.64 |
|
Spdr Gold Shares Etf
(GLD)
|
0.1 |
$284k |
|
800.00 |
355.47 |
|
Vanguard Intermediate-term Bond Etf Etf
(BIV)
|
0.1 |
$281k |
|
3.6k |
78.09 |
|
Mastercard Incorporated Cl A Stock
(MA)
|
0.1 |
$280k |
|
501.00 |
559.33 |
|
Merck & Co Stock
(MRK)
|
0.1 |
$275k |
|
3.3k |
83.95 |
|
Meta Platforms Inc Cl A Stock
(META)
|
0.0 |
$268k |
|
365.00 |
734.43 |
|
Tesla Stock
(TSLA)
|
0.0 |
$256k |
|
576.00 |
444.72 |
|
Fifth Third Bancorp Stock
(FITB)
|
0.0 |
$256k |
|
5.7k |
44.55 |
|
Stryker Corporation Stock
(SYK)
|
0.0 |
$252k |
|
682.00 |
370.00 |
|
Synopsys Stock
(SNPS)
|
0.0 |
$249k |
|
504.00 |
493.10 |
|
Spdr Dow Jones Industrial Average Etf Trust Etf
(DIA)
|
0.0 |
$239k |
|
515.00 |
463.74 |
|
Ishares Msci Acwi Etf Etf
(ACWI)
|
0.0 |
$227k |
|
1.6k |
138.24 |
|
Fastenal Stock
(FAST)
|
0.0 |
$227k |
|
4.6k |
49.00 |
|
Fidelity Enhanced International Etf Etf
(FENI)
|
0.0 |
$212k |
|
6.0k |
35.28 |
|
Ishares Core S&p Us Value Etf Etf
(IUSV)
|
0.0 |
$211k |
|
2.1k |
99.95 |
|
Freedom 100 Emerging Markets Etf Etf
(FRDM)
|
0.0 |
$203k |
|
4.6k |
44.31 |
|
Norfolk Southn Corp Stock
(NSC)
|
0.0 |
$202k |
|
671.00 |
300.58 |
|
Alphabet Inc Cap Stk Cl C Stock
(GOOG)
|
0.0 |
$200k |
|
821.00 |
243.00 |
|
Palmer Square Capital Bdc Cef
(PSBD)
|
0.0 |
$153k |
|
13k |
12.27 |
|
Ishares Core S&p 500 Etf Etf
(IVV)
|
0.0 |
$0 |
|
1.4k |
0.00 |