|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
6.3 |
$20M |
|
35k |
568.03 |
|
Amazon
(AMZN)
|
4.7 |
$15M |
|
67k |
219.39 |
|
First Tr Exchange-traded Senior Ln Fd
(FTSL)
|
4.4 |
$14M |
|
300k |
45.89 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
4.3 |
$13M |
|
173k |
77.50 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
3.9 |
$12M |
|
70k |
176.23 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
3.9 |
$12M |
|
25k |
485.77 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
3.8 |
$12M |
|
19k |
620.90 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
3.7 |
$12M |
|
236k |
49.46 |
|
Apple
(AAPL)
|
3.2 |
$10M |
|
49k |
205.17 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
3.1 |
$9.8M |
|
42k |
236.98 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
3.1 |
$9.8M |
|
158k |
62.02 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
2.9 |
$9.1M |
|
33k |
279.83 |
|
JPMorgan Chase & Co.
(JPM)
|
2.9 |
$9.1M |
|
31k |
289.91 |
|
Ishares Tr Ishares Semicdtr
(SOXX)
|
2.8 |
$8.8M |
|
37k |
238.70 |
|
Microsoft Corporation
(MSFT)
|
2.8 |
$8.7M |
|
17k |
497.42 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
2.7 |
$8.6M |
|
79k |
109.29 |
|
Brookfield Infrast Partners Lp Int Unit
(BIP)
|
2.7 |
$8.5M |
|
255k |
33.50 |
|
Ishares Em Mkt Sm-cp Etf
(EEMS)
|
2.5 |
$7.8M |
|
121k |
64.85 |
|
Spdr Series Trust Bloomberg Invt
(FLRN)
|
2.4 |
$7.4M |
|
239k |
30.83 |
|
Johnson & Johnson
(JNJ)
|
1.7 |
$5.3M |
|
35k |
152.75 |
|
Vanguard Admiral Fds Midcp 400 Idx
(IVOO)
|
1.7 |
$5.2M |
|
50k |
104.98 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
1.6 |
$5.0M |
|
68k |
72.68 |
|
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
1.5 |
$4.6M |
|
115k |
40.49 |
|
Pfizer
(PFE)
|
1.5 |
$4.6M |
|
190k |
24.24 |
|
Abbvie
(ABBV)
|
1.4 |
$4.3M |
|
23k |
185.62 |
|
Abbott Laboratories
(ABT)
|
1.3 |
$4.2M |
|
31k |
136.01 |
|
Ishares Tr Ibds Dec28 Etf
(IBDT)
|
1.3 |
$4.1M |
|
161k |
25.42 |
|
Ishares Tr Ibonds Dec25 Etf
(IBDQ)
|
1.3 |
$4.1M |
|
162k |
25.18 |
|
Vanguard Admiral Fds Smllcp 600 Idx
(VIOO)
|
1.3 |
$4.1M |
|
40k |
101.23 |
|
Pepsi
(PEP)
|
1.2 |
$3.9M |
|
29k |
132.04 |
|
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
1.2 |
$3.8M |
|
89k |
42.74 |
|
Ishares Tr S&P SML 600 GWT
(IJT)
|
1.1 |
$3.4M |
|
26k |
133.04 |
|
Visa Com Cl A
(V)
|
1.1 |
$3.3M |
|
9.3k |
355.05 |
|
Cisco Systems
(CSCO)
|
1.0 |
$3.0M |
|
44k |
69.38 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.7 |
$2.2M |
|
25k |
89.39 |
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.7 |
$2.1M |
|
34k |
63.94 |
|
Merck & Co
(MRK)
|
0.7 |
$2.1M |
|
26k |
79.16 |
|
Spdr Series Trust S&p Semicndctr
(XSD)
|
0.6 |
$1.9M |
|
7.6k |
256.51 |
|
Lowe's Companies
(LOW)
|
0.6 |
$1.9M |
|
8.5k |
221.87 |
|
Ishares Tr Ibonds Dec 29
(IBDU)
|
0.6 |
$1.8M |
|
79k |
23.33 |
|
McDonald's Corporation
(MCD)
|
0.5 |
$1.7M |
|
5.7k |
292.17 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.5 |
$1.7M |
|
35k |
48.24 |
|
Home Depot
(HD)
|
0.5 |
$1.7M |
|
4.5k |
366.64 |
|
Schwab Strategic Tr Fundamental Emer
(FNDE)
|
0.5 |
$1.6M |
|
48k |
33.01 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.5 |
$1.6M |
|
2.7k |
566.48 |
|
Chevron Corporation
(CVX)
|
0.5 |
$1.5M |
|
11k |
143.19 |
|
Procter & Gamble Company
(PG)
|
0.4 |
$1.4M |
|
8.8k |
159.32 |
|
Ishares Tr Ibonds Dec2026
(IBDR)
|
0.4 |
$1.4M |
|
57k |
24.25 |
|
Exxon Mobil Corporation
(XOM)
|
0.4 |
$1.3M |
|
12k |
107.80 |
|
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.4 |
$1.3M |
|
42k |
30.68 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.4 |
$1.3M |
|
7.1k |
177.39 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$996k |
|
3.3k |
303.93 |
|
Bank of America Corporation
(BAC)
|
0.3 |
$974k |
|
21k |
47.32 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.3 |
$946k |
|
5.2k |
181.74 |
|
International Business Machines
(IBM)
|
0.3 |
$895k |
|
3.0k |
294.78 |
|
Ishares Tr Ibonds 27 Etf
(IBDS)
|
0.3 |
$850k |
|
35k |
24.27 |
|
Brookfield Infrastructure Com Sub Vtg A
(BIPC)
|
0.3 |
$822k |
|
20k |
41.60 |
|
NVIDIA Corporation
(NVDA)
|
0.2 |
$744k |
|
4.7k |
157.99 |
|
Broadcom
(AVGO)
|
0.2 |
$653k |
|
2.4k |
275.65 |
|
Walt Disney Company
(DIS)
|
0.2 |
$651k |
|
5.2k |
124.01 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.2 |
$541k |
|
6.1k |
89.06 |
|
Coca-Cola Company
(KO)
|
0.2 |
$502k |
|
7.1k |
70.75 |
|
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.2 |
$500k |
|
11k |
46.15 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$489k |
|
791.00 |
617.85 |
|
Philip Morris International
(PM)
|
0.2 |
$482k |
|
2.6k |
182.15 |
|
First Tr Exchange Traded Nasd Tech Div
(TDIV)
|
0.1 |
$451k |
|
5.0k |
90.17 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$446k |
|
1.1k |
424.58 |
|
Ge Aerospace Com New
(GE)
|
0.1 |
$445k |
|
1.7k |
257.39 |
|
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.1 |
$419k |
|
6.9k |
60.94 |
|
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.1 |
$371k |
|
11k |
34.48 |
|
Weyerhaeuser Co Mtn Be Com New
(WY)
|
0.1 |
$293k |
|
11k |
25.69 |
|
Spdr Series Trust Portfolio S&p500
(SPYM)
|
0.1 |
$286k |
|
3.9k |
72.69 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$271k |
|
10k |
26.50 |
|
W.W. Grainger
(GWW)
|
0.1 |
$265k |
|
255.00 |
1040.24 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$265k |
|
359.00 |
738.09 |
|
Emerson Electric
(EMR)
|
0.1 |
$244k |
|
1.8k |
133.33 |
|
Asml Holding N V N Y Registry Shs
(ASML)
|
0.1 |
$236k |
|
295.00 |
801.39 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$229k |
|
3.8k |
60.03 |
|
Ge Vernova
(GEV)
|
0.1 |
$227k |
|
428.00 |
529.15 |
|
Costco Wholesale Corporation
(COST)
|
0.1 |
$225k |
|
227.00 |
989.94 |
|
Applied Materials
(AMAT)
|
0.1 |
$211k |
|
1.2k |
183.07 |