|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
27.8 |
$188M |
|
307k |
612.39 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
10.7 |
$73M |
|
1.2M |
59.92 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
5.4 |
$36M |
|
558k |
65.26 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
5.2 |
$35M |
|
446k |
78.91 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
5.1 |
$35M |
|
246k |
140.95 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
5.1 |
$35M |
|
161k |
215.80 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
4.4 |
$30M |
|
605k |
49.46 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
3.9 |
$27M |
|
40k |
666.73 |
|
Vanguard Bd Index Fds Intermed Term
(BIV)
|
2.9 |
$20M |
|
250k |
78.09 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
2.8 |
$19M |
|
161k |
118.83 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.8 |
$19M |
|
351k |
54.18 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
2.7 |
$18M |
|
305k |
58.85 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
2.5 |
$17M |
|
145k |
118.44 |
|
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
2.1 |
$14M |
|
165k |
84.68 |
|
Vanguard Whitehall Fds Intl Dvd Etf
(VIGI)
|
1.8 |
$12M |
|
136k |
89.56 |
|
Broadcom
(AVGO)
|
1.3 |
$8.8M |
|
27k |
329.91 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.0 |
$6.9M |
|
21k |
328.60 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.9 |
$5.9M |
|
19k |
307.86 |
|
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.8 |
$5.3M |
|
77k |
69.37 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.8 |
$5.1M |
|
56k |
91.40 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.7 |
$5.0M |
|
68k |
74.42 |
|
Apple
(AAPL)
|
0.6 |
$4.3M |
|
17k |
254.63 |
|
Vanguard World Esg Us Corp Bd
(VCEB)
|
0.6 |
$4.0M |
|
62k |
64.20 |
|
Microsoft Corporation
(MSFT)
|
0.6 |
$4.0M |
|
7.7k |
517.94 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.5 |
$3.2M |
|
53k |
60.03 |
|
Abbvie
(ABBV)
|
0.4 |
$2.5M |
|
11k |
231.54 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.3 |
$2.2M |
|
31k |
73.46 |
|
H&R Block
(HRB)
|
0.3 |
$1.8M |
|
35k |
50.57 |
|
Eli Lilly & Co.
(LLY)
|
0.3 |
$1.8M |
|
2.3k |
762.90 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.3 |
$1.7M |
|
64k |
26.34 |
|
Nike CL B
(NKE)
|
0.2 |
$1.7M |
|
24k |
69.73 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.2 |
$1.5M |
|
2.00 |
754200.00 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$1.5M |
|
6.2k |
243.10 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$1.3M |
|
12k |
106.78 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.2 |
$1.2M |
|
8.2k |
150.44 |
|
Home Depot
(HD)
|
0.2 |
$1.2M |
|
3.0k |
405.23 |
|
Novo-nordisk A S Adr
(NVO)
|
0.2 |
$1.0M |
|
19k |
55.49 |
|
InterDigital
(IDCC)
|
0.2 |
$1.0M |
|
3.0k |
345.23 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$1.0M |
|
20k |
50.07 |
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.1 |
$1.0M |
|
15k |
68.08 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
0.1 |
$1.0M |
|
13k |
80.20 |
|
Vanguard Bd Index Fds Long Term Bond
(BLV)
|
0.1 |
$988k |
|
14k |
70.90 |
|
Amgen
(AMGN)
|
0.1 |
$936k |
|
3.3k |
282.16 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$918k |
|
1.8k |
502.74 |
|
Amazon
(AMZN)
|
0.1 |
$888k |
|
4.0k |
219.57 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$855k |
|
9.8k |
87.31 |
|
Global X Fds S&p 500 Catholic
(CATH)
|
0.1 |
$775k |
|
9.6k |
81.06 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$754k |
|
11k |
65.87 |
|
Qualcomm
(QCOM)
|
0.1 |
$726k |
|
4.4k |
166.35 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$677k |
|
2.2k |
303.94 |
|
Ishares Tr Core High Dv Etf
(HDV)
|
0.1 |
$666k |
|
5.4k |
122.44 |
|
Johnson & Johnson
(JNJ)
|
0.1 |
$662k |
|
3.6k |
185.41 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.1 |
$658k |
|
2.6k |
254.28 |
|
NVIDIA Corporation
(NVDA)
|
0.1 |
$623k |
|
3.3k |
186.56 |
|
Paychex
(PAYX)
|
0.1 |
$595k |
|
4.7k |
126.76 |
|
Ishares Tr Esg Select Scre
(XVV)
|
0.1 |
$588k |
|
11k |
51.53 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$562k |
|
1.6k |
355.47 |
|
Texas Instruments Incorporated
(TXN)
|
0.1 |
$542k |
|
2.9k |
183.76 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.1 |
$528k |
|
1.8k |
293.82 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$527k |
|
2.2k |
243.53 |
|
Oracle Corporation
(ORCL)
|
0.1 |
$509k |
|
1.8k |
281.25 |
|
Abbott Laboratories
(ABT)
|
0.1 |
$464k |
|
3.5k |
133.94 |
|
Hp
(HPQ)
|
0.1 |
$452k |
|
17k |
27.23 |
|
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$451k |
|
11k |
42.37 |
|
International Business Machines
(IBM)
|
0.1 |
$426k |
|
1.5k |
282.16 |
|
Philip Morris International
(PM)
|
0.1 |
$420k |
|
2.6k |
162.21 |
|
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$378k |
|
1.2k |
315.43 |
|
Ishares Tr U.s. Tech Etf
(IYW)
|
0.1 |
$363k |
|
1.9k |
195.86 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$352k |
|
1.4k |
246.53 |
|
Cisco Systems
(CSCO)
|
0.0 |
$337k |
|
4.9k |
68.42 |
|
Merck & Co
(MRK)
|
0.0 |
$336k |
|
4.0k |
83.93 |
|
Caterpillar
(CAT)
|
0.0 |
$322k |
|
675.00 |
477.13 |
|
Capital One Financial
(COF)
|
0.0 |
$313k |
|
1.5k |
212.60 |
|
Infosys Sponsored Adr
(INFY)
|
0.0 |
$307k |
|
19k |
16.27 |
|
United Rentals
(URI)
|
0.0 |
$298k |
|
312.00 |
954.66 |
|
Ishares Tr Esg Eafe Etf
(DMXF)
|
0.0 |
$277k |
|
3.7k |
75.78 |
|
Emerson Electric
(EMR)
|
0.0 |
$274k |
|
2.1k |
131.16 |
|
Gilead Sciences
(GILD)
|
0.0 |
$269k |
|
2.4k |
111.01 |
|
Meta Platforms Cl A
(META)
|
0.0 |
$265k |
|
360.00 |
734.94 |
|
Procter & Gamble Company
(PG)
|
0.0 |
$259k |
|
1.7k |
153.61 |
|
Raytheon Technologies Corp
(RTX)
|
0.0 |
$248k |
|
1.5k |
167.33 |
|
Tesla Motors
(TSLA)
|
0.0 |
$246k |
|
553.00 |
445.00 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$246k |
|
2.0k |
120.72 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$237k |
|
394.00 |
600.37 |
|
Amdocs SHS
(DOX)
|
0.0 |
$234k |
|
2.9k |
82.05 |
|
Waste Management
(WM)
|
0.0 |
$220k |
|
997.00 |
220.83 |
|
Moody's Corporation
(MCO)
|
0.0 |
$220k |
|
462.00 |
476.02 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.0 |
$215k |
|
1.0k |
206.50 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.0 |
$213k |
|
7.2k |
29.64 |
|
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.0 |
$0 |
|
25k |
0.00 |
|
Ishares Tr Intl Div Grwth
(IGRO)
|
0.0 |
$0 |
|
6.7k |
0.00 |