|
Tapestry
(TPR)
|
9.5 |
$81M |
|
553k |
146.38 |
|
Franklin Templeton Etf Tr Us Mid Cp Mltfct
(FLQM)
|
6.4 |
$55M |
|
945k |
57.88 |
|
Bny Mellon Etf Trust Conce Intl Etf
(BKCI)
|
6.4 |
$55M |
|
1.0M |
53.97 |
|
Vaneck Etf Trust Mrngstr Wde Moat
(MOAT)
|
6.1 |
$52M |
|
501k |
103.96 |
|
J P Morgan Exchange Traded F Core Plus Bd Etf
(JCPB)
|
6.0 |
$51M |
|
1.1M |
46.94 |
|
Fidelity Merrimack Str Tr Total Bd Etf
(FBND)
|
6.0 |
$51M |
|
1.1M |
45.49 |
|
Putnam Etf Trust Focused Lar Cap
(PVAL)
|
5.2 |
$45M |
|
876k |
50.95 |
|
Ishares Tr Msci Intl Qualty
(IQLT)
|
5.1 |
$44M |
|
881k |
49.55 |
|
Spdr Series Trust St Str P500val
(SPYV)
|
3.6 |
$30M |
|
501k |
60.79 |
|
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
3.3 |
$28M |
|
225k |
124.76 |
|
T Rowe Price Exchange-traded Price Blue Chip
(TCHP)
|
3.3 |
$28M |
|
553k |
50.09 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
3.1 |
$27M |
|
343k |
77.11 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
2.9 |
$25M |
|
726k |
33.84 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
2.8 |
$24M |
|
161k |
148.31 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
2.8 |
$24M |
|
32k |
748.90 |
|
Spdr Series Trust ST STR P500GRW
(SPYG)
|
2.7 |
$23M |
|
195k |
118.99 |
|
Nomura Etf Tr National High Yl
(HTAX)
|
2.2 |
$18M |
|
735k |
24.93 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
2.1 |
$18M |
|
478k |
36.87 |
|
J P Morgan Exchange Traded F Municipal Etf
(JMUB)
|
1.9 |
$16M |
|
313k |
50.66 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
1.3 |
$11M |
|
324k |
34.81 |
|
Ssga Active Etf Tr St Str Real Etf
(RLY)
|
1.2 |
$10M |
|
296k |
34.51 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
1.0 |
$8.1M |
|
276k |
29.43 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.9 |
$8.1M |
|
75k |
107.62 |
|
Vanguard Malvern Fds Core-plus Bd Etf
(VPLS)
|
0.9 |
$8.0M |
|
104k |
77.58 |
|
T Rowe Price Exchange-traded Cap Appreciation
(TCAF)
|
0.9 |
$7.5M |
|
182k |
41.10 |
|
American Centy Etf Tr Intl Smcp Vlu
(AVDV)
|
0.9 |
$7.4M |
|
72k |
103.05 |
|
American Centy Etf Tr Avantis Emgmkt
(AVEM)
|
0.9 |
$7.4M |
|
77k |
96.49 |
|
American Centy Etf Tr International Lr
(AVIV)
|
0.8 |
$6.6M |
|
85k |
77.42 |
|
Caterpillar
(CAT)
|
0.6 |
$5.2M |
|
4.9k |
1064.85 |
|
Ishares Tr Eafe Value Etf
(EFV)
|
0.6 |
$4.9M |
|
64k |
76.55 |
|
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.6 |
$4.9M |
|
39k |
124.42 |
|
Spdr Series Trust St Str P500etf
(SPYM)
|
0.6 |
$4.8M |
|
54k |
87.88 |
|
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
0.5 |
$4.3M |
|
116k |
36.84 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.4 |
$3.4M |
|
93k |
36.13 |
|
Spdr Series Trust St Nuve High Etf
(HYMB)
|
0.4 |
$3.0M |
|
118k |
25.44 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.3 |
$2.5M |
|
29k |
86.14 |
|
Ishares Tr Core 60 Bala Etf
(AOR)
|
0.3 |
$2.1M |
|
31k |
69.50 |
|
Apple
(AAPL)
|
0.2 |
$2.1M |
|
7.1k |
289.36 |
|
Schwab Strategic Tr Fundamental Us L
(FNDX)
|
0.2 |
$2.0M |
|
65k |
31.10 |
|
Vanguard Mun Bd Fds Short Tax Exempt
(VSDM)
|
0.2 |
$2.0M |
|
26k |
76.63 |
|
Analog Devices
(ADI)
|
0.2 |
$1.9M |
|
4.8k |
397.21 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.2 |
$1.9M |
|
24k |
80.57 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$1.9M |
|
5.1k |
370.04 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$1.5M |
|
2.0k |
736.43 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$1.3M |
|
4.2k |
303.08 |
|
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$1.3M |
|
3.8k |
327.31 |
|
Ge Aerospace Com New
(GE)
|
0.1 |
$1.1M |
|
3.1k |
373.74 |
|
Eastern Bankshares
(EBC)
|
0.1 |
$1.1M |
|
49k |
22.24 |
|
Visa Com Cl A
(V)
|
0.1 |
$1.1M |
|
3.2k |
343.08 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$1.0M |
|
11k |
96.58 |
|
UnitedHealth
(UNH)
|
0.1 |
$935k |
|
2.3k |
415.72 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$918k |
|
7.4k |
124.16 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.1 |
$912k |
|
2.2k |
409.46 |
|
Ge Vernova
(GEV)
|
0.1 |
$865k |
|
736.00 |
1175.58 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$857k |
|
3.9k |
217.95 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
0.1 |
$800k |
|
1.1k |
746.82 |
|
Advanced Micro Devices
(AMD)
|
0.1 |
$795k |
|
1.4k |
580.91 |
|
Microsoft Corporation
(MSFT)
|
0.1 |
$765k |
|
2.1k |
372.95 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.1 |
$758k |
|
9.2k |
82.27 |
|
Keysight Technologies
(KEYS)
|
0.1 |
$752k |
|
2.1k |
350.07 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$747k |
|
1.1k |
686.62 |
|
Raytheon Technologies Corp
(RTX)
|
0.1 |
$709k |
|
3.7k |
189.74 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$677k |
|
1.4k |
500.39 |
|
Ishares Tr Global Reit Etf
(REET)
|
0.1 |
$663k |
|
24k |
27.62 |
|
Space Exploration Techn Corp Class A Com Stk
(SPCX)
|
0.1 |
$657k |
|
3.8k |
170.86 |
|
Ishares Tr Esg Optimized
(SUSA)
|
0.1 |
$608k |
|
3.9k |
154.31 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$600k |
|
3.7k |
164.28 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.1 |
$587k |
|
8.2k |
71.25 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$553k |
|
4.0k |
136.72 |
|
Dimensional Etf Trust Us Cor Equ 2 Etf
(DFAC)
|
0.1 |
$539k |
|
12k |
44.36 |
|
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp
(MDY)
|
0.1 |
$535k |
|
761.00 |
702.92 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$514k |
|
2.1k |
242.47 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.1 |
$470k |
|
5.5k |
85.49 |
|
CSX Corporation
(CSX)
|
0.0 |
$424k |
|
8.9k |
47.53 |
|
Spdr Series Trust St Str Sp Div
(SDY)
|
0.0 |
$409k |
|
2.7k |
152.20 |
|
Cgi Cl A Sub Vtg
(GIB)
|
0.0 |
$405k |
|
6.3k |
64.57 |
|
Texas Instruments Incorporated
(TXN)
|
0.0 |
$394k |
|
1.3k |
298.04 |
|
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.0 |
$393k |
|
3.8k |
102.80 |
|
Ishares Tr Msci Usa Min Etf
(USMV)
|
0.0 |
$390k |
|
4.0k |
96.45 |
|
Select Sector Spdr Tr St Str Techn Etf
(XLK)
|
0.0 |
$387k |
|
2.0k |
190.53 |
|
Toronto Dominion Bk Ont Com New
(TD)
|
0.0 |
$383k |
|
3.2k |
121.43 |
|
Costco Wholesale Corporation
(COST)
|
0.0 |
$354k |
|
379.00 |
934.82 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$354k |
|
2.6k |
137.52 |
|
Chevron Corporation
(CVX)
|
0.0 |
$354k |
|
2.1k |
165.77 |
|
Intuit
(INTU)
|
0.0 |
$349k |
|
1.3k |
261.04 |
|
Fidelity Covington Trust Enhanced Large
(FELV)
|
0.0 |
$348k |
|
8.7k |
40.09 |
|
Ishares Tr Esg Aware Msci
(ESML)
|
0.0 |
$339k |
|
6.1k |
55.93 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.0 |
$332k |
|
930.00 |
357.43 |
|
Amazon
(AMZN)
|
0.0 |
$325k |
|
1.4k |
238.30 |
|
Abbvie
(ABBV)
|
0.0 |
$321k |
|
1.3k |
251.56 |
|
American Express Company
(AXP)
|
0.0 |
$320k |
|
945.00 |
338.36 |
|
State Str Spdr Dow Jones Ind Ut Ser 1
(DIA)
|
0.0 |
$315k |
|
603.00 |
522.35 |
|
Home Depot
(HD)
|
0.0 |
$310k |
|
880.00 |
352.49 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.0 |
$306k |
|
1.4k |
212.73 |
|
Eli Lilly & Co.
(LLY)
|
0.0 |
$302k |
|
252.00 |
1198.95 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.0 |
$285k |
|
806.00 |
353.21 |
|
Broadcom
(AVGO)
|
0.0 |
$280k |
|
740.00 |
377.94 |
|
Ishares Tr Core High Dv Etf
(HDV)
|
0.0 |
$278k |
|
10k |
27.41 |
|
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.0 |
$243k |
|
4.8k |
51.00 |
|
Tesla Motors
(TSLA)
|
0.0 |
$242k |
|
576.00 |
420.60 |
|
Invesco Exchange Traded Fd T S&p Midcap 400
(GRPM)
|
0.0 |
$235k |
|
1.8k |
130.13 |
|
Oracle Corporation
(ORCL)
|
0.0 |
$233k |
|
1.6k |
146.57 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.0 |
$232k |
|
1.5k |
158.01 |
|
Vaneck Etf Trust Semiconductr Etf
(SMH)
|
0.0 |
$230k |
|
351.00 |
656.00 |
|
NVIDIA Corporation
(NVDA)
|
0.0 |
$229k |
|
1.1k |
200.11 |
|
Lockheed Martin Corporation
(LMT)
|
0.0 |
$227k |
|
446.00 |
509.42 |
|
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$227k |
|
441.00 |
513.99 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.0 |
$225k |
|
7.1k |
31.71 |
|
Pimco Etf Tr Muni Income Opp
(MINO)
|
0.0 |
$222k |
|
4.8k |
45.76 |
|
Coca-Cola Company
(KO)
|
0.0 |
$220k |
|
2.7k |
81.28 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.0 |
$218k |
|
921.00 |
236.62 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.0 |
$210k |
|
2.2k |
95.45 |
|
Fidelity Covington Trust High Divid Etf
(FDVV)
|
0.0 |
$207k |
|
3.4k |
60.29 |
|
Invesco Exchange Traded Fd T S&p500 Quality
(SPHQ)
|
0.0 |
$202k |
|
2.2k |
90.10 |
|
Sprinklr Cl A
(CXM)
|
0.0 |
$56k |
|
11k |
5.16 |