JPMorgan Chase & Co.
(JPM)
|
25.2 |
$68M |
|
401k |
170.10 |
Ishares Tr Core S&p500 Etf
(IVV)
|
14.0 |
$38M |
|
79k |
478.16 |
Ishares Tr Core Msci Eafe
(IEFA)
|
5.6 |
$15M |
|
214k |
70.37 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
5.3 |
$14M |
|
191k |
75.12 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
4.8 |
$13M |
|
121k |
108.31 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
4.5 |
$12M |
|
44k |
277.53 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
3.4 |
$9.2M |
|
53k |
174.05 |
Ishares Core Msci Emkt
(IEMG)
|
2.2 |
$5.9M |
|
116k |
50.61 |
Ishares Tr Ibonds Dec 2030
(IBDV)
|
2.0 |
$5.5M |
|
252k |
21.64 |
Ishares Tr Ibonds Dec 29
(IBDU)
|
2.0 |
$5.4M |
|
236k |
23.07 |
Ishares Tr Ibonds Dec 2032
(IBDX)
|
1.9 |
$5.3M |
|
208k |
25.23 |
Ishares Tr Ibonds Dec 2031
(IBDW)
|
1.9 |
$5.3M |
|
253k |
20.77 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
1.8 |
$4.9M |
|
62k |
79.23 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.6 |
$4.2M |
|
8.9k |
475.54 |
Ishares Tr S&P SML 600 GWT
(IJT)
|
1.5 |
$4.1M |
|
33k |
125.18 |
Ishares Tr Tips Bd Etf
(TIP)
|
1.5 |
$4.0M |
|
37k |
107.50 |
Ishares Tr Ibds Dec28 Etf
(IBDT)
|
1.4 |
$3.7M |
|
147k |
25.09 |
Ishares Tr Ibonds 27 Etf (Principal)
(IBDS)
|
1.4 |
$3.7M |
|
154k |
23.93 |
Ishares Tr Ibonds Dec2026 (Principal)
(IBDR)
|
1.4 |
$3.7M |
|
153k |
23.90 |
Ishares Tr Ibonds Dec25 Etf (Principal)
(IBDQ)
|
1.3 |
$3.6M |
|
146k |
24.76 |
Ishares Tr U.s. Real Es Etf
(IYR)
|
1.2 |
$3.1M |
|
34k |
91.47 |
Ishares Tr Select Divid Etf
(DVY)
|
1.1 |
$3.0M |
|
25k |
117.37 |
Ishares Tr Core Div Grwth
(DGRO)
|
1.1 |
$2.9M |
|
54k |
53.82 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
0.9 |
$2.4M |
|
28k |
84.34 |
Ishares Tr Core Msci Total
(IXUS)
|
0.8 |
$2.2M |
|
35k |
64.95 |
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.8 |
$2.2M |
|
20k |
114.10 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.7 |
$1.9M |
|
31k |
61.94 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.6 |
$1.7M |
|
5.7k |
303.73 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.6 |
$1.6M |
|
15k |
105.23 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.6 |
$1.6M |
|
8.6k |
179.98 |
Microsoft Corporation
(MSFT)
|
0.5 |
$1.5M |
|
3.9k |
376.32 |
Vanguard World Fds Utilities Etf
(VPU)
|
0.5 |
$1.4M |
|
10k |
137.26 |
Apple
(AAPL)
|
0.5 |
$1.4M |
|
7.2k |
192.57 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.3 |
$876k |
|
6.0k |
145.02 |
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.3 |
$865k |
|
17k |
50.64 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.3 |
$858k |
|
28k |
31.20 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
0.3 |
$781k |
|
19k |
42.23 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.3 |
$729k |
|
4.4k |
165.48 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.3 |
$725k |
|
2.9k |
252.92 |
Vanguard Scottsdale Fds Vng Rus2000idx
(VTWO)
|
0.3 |
$708k |
|
8.7k |
81.12 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.3 |
$701k |
|
4.5k |
155.65 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.3 |
$686k |
|
9.1k |
75.38 |
Procter & Gamble Company
(PG)
|
0.2 |
$606k |
|
4.1k |
146.56 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$460k |
|
1.1k |
410.76 |
Broadcom
(AVGO)
|
0.2 |
$459k |
|
410.00 |
1120.01 |
Bank of America Corporation
(BAC)
|
0.2 |
$438k |
|
13k |
33.67 |
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.1 |
$405k |
|
3.5k |
116.32 |
General Dynamics Corporation
(GD)
|
0.1 |
$404k |
|
1.6k |
259.73 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$392k |
|
2.0k |
192.57 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$382k |
|
1.9k |
201.10 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$370k |
|
1.0k |
356.66 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.1 |
$362k |
|
2.6k |
139.69 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$344k |
|
2.0k |
170.63 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.1 |
$327k |
|
3.7k |
88.49 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$325k |
|
638.00 |
509.40 |
Annaly Capital Management In Com New
(NLY)
|
0.1 |
$295k |
|
15k |
19.37 |
Johnson & Johnson
(JNJ)
|
0.1 |
$289k |
|
1.8k |
156.80 |
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.1 |
$280k |
|
4.7k |
59.32 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.1 |
$264k |
|
5.5k |
47.92 |
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.1 |
$244k |
|
503.00 |
485.17 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.1 |
$238k |
|
4.7k |
51.08 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.1 |
$217k |
|
2.1k |
103.28 |
Ishares Tr Us Hlthcare Etf
(IYH)
|
0.1 |
$213k |
|
740.00 |
287.34 |
Quantum Si Com Cl A
(QSI)
|
0.0 |
$52k |
|
26k |
2.01 |
Ginkgo Bioworks Holdings Cl A Shs
(DNA)
|
0.0 |
$42k |
|
25k |
1.69 |
Butterfly Network Com Cl A
(BFLY)
|
0.0 |
$36k |
|
34k |
1.08 |
Hyperfine Com Cl A
(HYPR)
|
0.0 |
$12k |
|
11k |
1.12 |