|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
27.7 |
$190M |
|
318k |
597.55 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
11.3 |
$77M |
|
1.2M |
64.08 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
5.4 |
$37M |
|
552k |
67.53 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
5.3 |
$37M |
|
248k |
148.10 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
5.1 |
$35M |
|
449k |
78.41 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
5.0 |
$35M |
|
161k |
215.06 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
4.4 |
$30M |
|
627k |
48.05 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
3.7 |
$25M |
|
39k |
653.21 |
|
Vanguard Bd Index Fds Intermed Term
(BIV)
|
2.8 |
$20M |
|
253k |
77.18 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
2.8 |
$19M |
|
326k |
58.54 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
2.7 |
$19M |
|
151k |
124.31 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.7 |
$18M |
|
339k |
54.05 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
2.5 |
$17M |
|
152k |
112.27 |
|
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
2.2 |
$15M |
|
159k |
94.24 |
|
Vanguard Whitehall Fds Intl Dvd Etf
(VIGI)
|
1.8 |
$12M |
|
137k |
88.46 |
|
Broadcom
(AVGO)
|
1.1 |
$7.7M |
|
25k |
309.51 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.0 |
$7.0M |
|
22k |
320.81 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
1.0 |
$6.9M |
|
23k |
298.85 |
|
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.8 |
$5.7M |
|
79k |
71.73 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.8 |
$5.4M |
|
73k |
73.64 |
|
Apple
(AAPL)
|
0.6 |
$4.4M |
|
17k |
253.79 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.6 |
$4.3M |
|
48k |
88.70 |
|
Vanguard World Esg Us Corp Bd
(VCEB)
|
0.6 |
$4.0M |
|
64k |
62.83 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.5 |
$3.3M |
|
55k |
59.55 |
|
Microsoft Corporation
(MSFT)
|
0.5 |
$3.1M |
|
8.5k |
370.16 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.3 |
$2.4M |
|
31k |
77.11 |
|
Eli Lilly & Co.
(LLY)
|
0.3 |
$2.1M |
|
2.3k |
919.64 |
|
Abbvie
(ABBV)
|
0.3 |
$2.1M |
|
9.5k |
217.48 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$1.9M |
|
6.6k |
287.56 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$1.6M |
|
64k |
25.64 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.2 |
$1.4M |
|
2.00 |
718140.00 |
|
Amgen
(AMGN)
|
0.2 |
$1.3M |
|
3.6k |
351.82 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$1.2M |
|
12k |
106.50 |
|
Ishares Silver Tr Ishares
(SLV)
|
0.2 |
$1.2M |
|
18k |
68.14 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.2 |
$1.2M |
|
8.4k |
142.43 |
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.2 |
$1.2M |
|
17k |
70.18 |
|
Nike CL B
(NKE)
|
0.2 |
$1.2M |
|
22k |
52.82 |
|
Amazon
(AMZN)
|
0.2 |
$1.2M |
|
5.5k |
208.28 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
0.2 |
$1.1M |
|
13k |
83.57 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$1.0M |
|
21k |
49.89 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$959k |
|
14k |
69.75 |
|
InterDigital
(IDCC)
|
0.1 |
$906k |
|
3.0k |
302.00 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$888k |
|
1.9k |
479.20 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.1 |
$874k |
|
3.3k |
261.91 |
|
Ishares Tr Esg Select Scre
(XVV)
|
0.1 |
$874k |
|
18k |
49.22 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$850k |
|
9.4k |
90.53 |
|
H&R Block
(HRB)
|
0.1 |
$839k |
|
26k |
31.74 |
|
Ishares Tr Core High Dv Etf
(HDV)
|
0.1 |
$824k |
|
6.1k |
135.73 |
|
NVIDIA Corporation
(NVDA)
|
0.1 |
$806k |
|
4.6k |
174.42 |
|
Johnson & Johnson
(JNJ)
|
0.1 |
$781k |
|
3.2k |
244.46 |
|
Home Depot
(HD)
|
0.1 |
$753k |
|
2.3k |
328.96 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$752k |
|
1.7k |
430.29 |
|
Global X Fds S&p 500 Catholic
(CATH)
|
0.1 |
$751k |
|
9.6k |
78.15 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.1 |
$719k |
|
2.5k |
287.15 |
|
Intel Corporation
(INTC)
|
0.1 |
$641k |
|
15k |
44.13 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$612k |
|
2.0k |
310.81 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$605k |
|
2.1k |
286.93 |
|
Novo-nordisk A S Adr
(NVO)
|
0.1 |
$603k |
|
16k |
36.75 |
|
Ishares Tr Intl Div Grwth
(IGRO)
|
0.1 |
$590k |
|
7.0k |
83.77 |
|
Spdr Series Trust State Street Spd
(SPYX)
|
0.1 |
$548k |
|
10k |
53.03 |
|
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.1 |
$512k |
|
24k |
21.49 |
|
Qualcomm
(QCOM)
|
0.1 |
$487k |
|
3.8k |
128.76 |
|
Caterpillar
(CAT)
|
0.1 |
$478k |
|
674.00 |
708.87 |
|
Philip Morris International
(PM)
|
0.1 |
$428k |
|
2.6k |
165.33 |
|
Micron Technology
(MU)
|
0.1 |
$419k |
|
1.2k |
337.92 |
|
Merck & Co
(MRK)
|
0.1 |
$394k |
|
3.3k |
120.27 |
|
Cisco Systems
(CSCO)
|
0.1 |
$390k |
|
5.0k |
77.59 |
|
Texas Instruments Incorporated
(TXN)
|
0.1 |
$376k |
|
1.9k |
194.18 |
|
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$375k |
|
1.3k |
294.16 |
|
International Business Machines
(IBM)
|
0.1 |
$371k |
|
1.5k |
242.39 |
|
Paychex
(PAYX)
|
0.1 |
$364k |
|
4.0k |
92.12 |
|
Toast Cl A
(TOST)
|
0.1 |
$355k |
|
13k |
26.51 |
|
Abbott Laboratories
(ABT)
|
0.0 |
$333k |
|
3.2k |
102.67 |
|
Ishares Tr U.s. Tech Etf
(IYW)
|
0.0 |
$333k |
|
1.8k |
181.42 |
|
Thermo Fisher Scientific
(TMO)
|
0.0 |
$325k |
|
662.00 |
491.53 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.0 |
$309k |
|
13k |
24.75 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$307k |
|
531.00 |
577.18 |
|
Trane Technologies SHS
(TT)
|
0.0 |
$297k |
|
712.00 |
416.74 |
|
Exxon Mobil Corporation
(XOM)
|
0.0 |
$282k |
|
1.7k |
169.66 |
|
Ishares Tr Esg Eafe Etf
(DMXF)
|
0.0 |
$272k |
|
3.6k |
75.45 |
|
Tesla Motors
(TSLA)
|
0.0 |
$265k |
|
712.00 |
371.79 |
|
Oracle Corporation
(ORCL)
|
0.0 |
$255k |
|
1.7k |
147.11 |
|
Meta Platforms Cl A
(META)
|
0.0 |
$254k |
|
444.00 |
571.86 |
|
Raytheon Technologies Corp
(RTX)
|
0.0 |
$252k |
|
1.3k |
192.91 |
|
Hp
(HPQ)
|
0.0 |
$252k |
|
13k |
19.21 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.0 |
$244k |
|
1.2k |
198.23 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$243k |
|
2.1k |
113.11 |
|
Starbucks Corporation
(SBUX)
|
0.0 |
$237k |
|
2.6k |
89.59 |
|
Capital One Financial
(COF)
|
0.0 |
$225k |
|
1.2k |
182.45 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.0 |
$223k |
|
7.2k |
30.96 |
|
Waste Management
(WM)
|
0.0 |
$220k |
|
957.00 |
229.79 |
|
Infosys Sponsored Adr
(INFY)
|
0.0 |
$219k |
|
16k |
13.51 |
|
Gilead Sciences
(GILD)
|
0.0 |
$207k |
|
1.5k |
139.37 |
|
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.0 |
$203k |
|
4.3k |
47.55 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.0 |
$202k |
|
957.00 |
211.15 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.0 |
$52k |
|
2.0k |
26.61 |