|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
6.5 |
$22M |
|
35k |
627.13 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
6.0 |
$20M |
|
63k |
313.00 |
|
First Tr Exchange-traded Senior Ln Fd
(FTSL)
|
4.5 |
$15M |
|
326k |
45.88 |
|
Amazon
(AMZN)
|
4.5 |
$15M |
|
64k |
230.82 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
4.3 |
$14M |
|
171k |
83.61 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
3.8 |
$13M |
|
234k |
53.76 |
|
Apple
(AAPL)
|
3.6 |
$12M |
|
44k |
271.86 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
3.6 |
$12M |
|
24k |
502.65 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
3.4 |
$11M |
|
44k |
257.95 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
3.4 |
$11M |
|
16k |
684.94 |
|
Ishares Tr Ishares Semicdtr
(SOXX)
|
3.1 |
$10M |
|
34k |
301.15 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
3.1 |
$10M |
|
35k |
290.22 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
2.9 |
$9.5M |
|
79k |
120.18 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
2.9 |
$9.4M |
|
143k |
66.00 |
|
Brookfield Infrast Partners Lp Int Unit
(BIP)
|
2.6 |
$8.7M |
|
250k |
34.74 |
|
JPMorgan Chase & Co.
(JPM)
|
2.5 |
$8.3M |
|
26k |
322.22 |
|
Microsoft Corporation
(MSFT)
|
2.4 |
$7.9M |
|
16k |
483.63 |
|
Ishares Em Mkt Sm-cp Etf
(EEMS)
|
2.3 |
$7.5M |
|
112k |
67.48 |
|
Spdr Series Trust State Street Spd
(FLRN)
|
2.2 |
$7.2M |
|
235k |
30.73 |
|
Johnson & Johnson
(JNJ)
|
2.0 |
$6.7M |
|
33k |
206.95 |
|
Vanguard Admiral Fds Midcp 400 Idx
(IVOO)
|
1.7 |
$5.5M |
|
49k |
111.80 |
|
Ishares Tr Ibds Dec28 Etf
(IBDT)
|
1.6 |
$5.3M |
|
209k |
25.45 |
|
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
1.5 |
$5.0M |
|
112k |
44.41 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
1.5 |
$4.9M |
|
64k |
77.53 |
|
Pfizer
(PFE)
|
1.4 |
$4.5M |
|
182k |
24.90 |
|
Abbvie
(ABBV)
|
1.3 |
$4.5M |
|
20k |
228.49 |
|
Vanguard Admiral Fds Smllcp 600 Idx
(VIOO)
|
1.3 |
$4.3M |
|
39k |
110.96 |
|
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
1.2 |
$4.0M |
|
86k |
46.81 |
|
Pepsi
(PEP)
|
1.2 |
$4.0M |
|
28k |
143.52 |
|
Abbott Laboratories
(ABT)
|
1.0 |
$3.4M |
|
27k |
125.29 |
|
Cisco Systems
(CSCO)
|
1.0 |
$3.3M |
|
43k |
77.03 |
|
Ishares Tr Ibonds Dec 29
(IBDU)
|
0.9 |
$2.9M |
|
125k |
23.41 |
|
Visa Com Cl A
(V)
|
0.8 |
$2.8M |
|
7.9k |
350.71 |
|
Merck & Co
(MRK)
|
0.8 |
$2.6M |
|
24k |
105.26 |
|
Ishares Tr S&P SML 600 GWT
(IJT)
|
0.7 |
$2.4M |
|
17k |
141.16 |
|
Spdr Series Trust State Street Spd
(XSD)
|
0.7 |
$2.4M |
|
7.5k |
321.60 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.7 |
$2.4M |
|
25k |
96.03 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.6 |
$1.9M |
|
34k |
54.71 |
|
Ishares Tr Ibonds 27 Etf
(IBDS)
|
0.6 |
$1.9M |
|
76k |
24.28 |
|
Schwab Strategic Tr Fundamental Emer
(FNDE)
|
0.5 |
$1.7M |
|
48k |
36.06 |
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.5 |
$1.7M |
|
25k |
69.42 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$1.7M |
|
5.4k |
313.80 |
|
Lowe's Companies
(LOW)
|
0.5 |
$1.7M |
|
7.0k |
241.16 |
|
Home Depot
(HD)
|
0.5 |
$1.7M |
|
4.8k |
344.10 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.5 |
$1.7M |
|
2.7k |
603.28 |
|
Ishares Tr Ibonds Dec2026
(IBDR)
|
0.5 |
$1.6M |
|
68k |
24.23 |
|
Chevron Corporation
(CVX)
|
0.5 |
$1.6M |
|
11k |
152.41 |
|
Exxon Mobil Corporation
(XOM)
|
0.5 |
$1.5M |
|
13k |
120.34 |
|
McDonald's Corporation
(MCD)
|
0.4 |
$1.4M |
|
4.5k |
305.63 |
|
Procter & Gamble Company
(PG)
|
0.4 |
$1.3M |
|
8.8k |
143.31 |
|
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.3 |
$1.1M |
|
37k |
30.96 |
|
Bank of America Corporation
(BAC)
|
0.3 |
$1.1M |
|
21k |
55.00 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$1.1M |
|
3.2k |
335.27 |
|
Ishares Tr Ibonds Dec 2030
(IBDV)
|
0.3 |
$1.0M |
|
47k |
22.07 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.3 |
$997k |
|
5.2k |
191.56 |
|
Brookfield Infrastructure Com Sub Vtg A
(BIPC)
|
0.3 |
$905k |
|
20k |
45.40 |
|
International Business Machines
(IBM)
|
0.3 |
$899k |
|
3.0k |
296.21 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$541k |
|
794.00 |
681.92 |
|
Ge Aerospace Com New
(GE)
|
0.2 |
$532k |
|
1.7k |
308.03 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.2 |
$497k |
|
1.1k |
473.30 |
|
Coca-Cola Company
(KO)
|
0.1 |
$496k |
|
7.1k |
69.91 |
|
Broadcom
(AVGO)
|
0.1 |
$474k |
|
1.4k |
346.10 |
|
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.1 |
$470k |
|
7.0k |
67.13 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.1 |
$469k |
|
5.3k |
88.49 |
|
Philip Morris International
(PM)
|
0.1 |
$424k |
|
2.6k |
160.41 |
|
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.1 |
$419k |
|
11k |
39.02 |
|
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.1 |
$401k |
|
8.7k |
45.84 |
|
Spdr Series Trust State Street Spd
(SPYM)
|
0.1 |
$316k |
|
3.9k |
80.22 |
|
Applied Materials
(AMAT)
|
0.1 |
$296k |
|
1.2k |
256.99 |
|
Ge Vernova
(GEV)
|
0.1 |
$280k |
|
428.00 |
653.57 |
|
Asml Holding N V N Y Registry Shs
(ASML)
|
0.1 |
$275k |
|
257.00 |
1069.86 |
|
W.W. Grainger
(GWW)
|
0.1 |
$257k |
|
255.00 |
1009.05 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$256k |
|
3.8k |
67.22 |
|
First Tr Exchange Traded Nasd Tech Div
(TDIV)
|
0.1 |
$242k |
|
2.5k |
96.84 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$235k |
|
8.6k |
27.43 |
|
American Express Company
(AXP)
|
0.1 |
$216k |
|
584.00 |
369.95 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$210k |
|
2.4k |
89.46 |
|
Eli Lilly & Co.
(LLY)
|
0.1 |
$209k |
|
194.00 |
1074.68 |