|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
7.4 |
$15M |
|
266k |
57.01 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
6.2 |
$13M |
|
29k |
438.40 |
|
Vanguard Index Fds Value Etf
(VTV)
|
4.9 |
$10M |
|
57k |
176.74 |
|
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
3.3 |
$6.9M |
|
75k |
91.10 |
|
Spdr Series Trust S&P 600 SMCP GRW
(SLYG)
|
3.2 |
$6.6M |
|
74k |
88.75 |
|
Pgim Etf Tr Total Return Bon
(PTRB)
|
3.2 |
$6.6M |
|
158k |
41.83 |
|
NVIDIA Corporation
(NVDA)
|
3.1 |
$6.4M |
|
40k |
157.99 |
|
World Gold Tr Spdr Gld Minis
(GLDM)
|
3.0 |
$6.2M |
|
95k |
65.52 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
2.6 |
$5.4M |
|
151k |
35.84 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
2.5 |
$5.1M |
|
175k |
28.95 |
|
Spdr Series Trust Msci Usa Strtgic
(QUS)
|
2.3 |
$4.7M |
|
29k |
163.09 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
2.3 |
$4.7M |
|
68k |
69.09 |
|
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
2.1 |
$4.4M |
|
43k |
100.82 |
|
Spdr Series Trust Portfolio Ln Tsr
(SPTL)
|
2.1 |
$4.3M |
|
161k |
26.58 |
|
Dimensional Etf Trust Intl Small Cap E
(DFIS)
|
2.0 |
$4.0M |
|
134k |
29.84 |
|
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
1.9 |
$3.9M |
|
95k |
40.49 |
|
Dimensional Etf Trust Us Real Estate E
(DFAR)
|
1.9 |
$3.8M |
|
164k |
23.46 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.7 |
$3.4M |
|
18k |
195.01 |
|
Vanguard Malvern Fds Core-plus Bd Etf
(VPLS)
|
1.7 |
$3.4M |
|
44k |
77.80 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
1.6 |
$3.3M |
|
25k |
133.31 |
|
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
1.6 |
$3.2M |
|
76k |
42.74 |
|
Apple
(AAPL)
|
1.5 |
$3.1M |
|
15k |
205.17 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.4 |
$2.9M |
|
58k |
49.46 |
|
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
1.4 |
$2.8M |
|
28k |
100.53 |
|
Spdr Series Trust Prtflo S&p500 Gw
(SPYG)
|
1.3 |
$2.6M |
|
27k |
95.32 |
|
Tesla Motors
(TSLA)
|
1.3 |
$2.6M |
|
8.2k |
317.66 |
|
Spdr Series Trust Portfli Tips Etf
(SPIP)
|
1.2 |
$2.5M |
|
97k |
26.06 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
1.2 |
$2.4M |
|
69k |
34.57 |
|
Spdr Series Trust Portfolio S&p500
(SPYM)
|
1.1 |
$2.3M |
|
32k |
72.69 |
|
Amazon
(AMZN)
|
1.1 |
$2.2M |
|
10k |
219.39 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.1 |
$2.2M |
|
7.1k |
303.94 |
|
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
1.1 |
$2.2M |
|
16k |
134.39 |
|
Microsoft Corporation
(MSFT)
|
1.0 |
$2.1M |
|
4.3k |
497.45 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
1.0 |
$2.1M |
|
7.7k |
276.93 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.0 |
$2.0M |
|
41k |
49.03 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.0 |
$2.0M |
|
3.2k |
617.79 |
|
Vanguard Mun Bd Fds Intermediate Trm
(VTEI)
|
0.9 |
$1.9M |
|
19k |
98.56 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.8 |
$1.5M |
|
21k |
73.63 |
|
Ea Series Trust Ea Bridgeway Omn
(BSVO)
|
0.7 |
$1.4M |
|
71k |
20.38 |
|
Spdr Series Trust Prtflo S&p500 Vl
(SPYV)
|
0.7 |
$1.4M |
|
27k |
52.34 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.7 |
$1.4M |
|
2.6k |
551.55 |
|
Pimco Etf Tr Multisector Bd
(PYLD)
|
0.6 |
$1.2M |
|
47k |
26.54 |
|
Spdr Series Trust Portfolio S&p600
(SPSM)
|
0.6 |
$1.1M |
|
27k |
42.60 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$1.1M |
|
6.3k |
177.39 |
|
MercadoLibre
(MELI)
|
0.5 |
$1.1M |
|
406.00 |
2613.63 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.5 |
$1.0M |
|
19k |
53.96 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.5 |
$1.0M |
|
12k |
89.06 |
|
Thornburg Etf Tr Multi Sector Bd
(TMB)
|
0.5 |
$1.0M |
|
39k |
25.45 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.5 |
$954k |
|
2.2k |
424.66 |
|
Netflix
(NFLX)
|
0.5 |
$948k |
|
708.00 |
1339.13 |
|
Dimensional Etf Trust Natl Mun Bd Etf
(DFNM)
|
0.4 |
$919k |
|
19k |
47.43 |
|
Meta Platforms Cl A
(META)
|
0.4 |
$883k |
|
1.2k |
737.84 |
|
Spdr Series Trust Portfli Intrmdit
(SPTI)
|
0.4 |
$867k |
|
30k |
28.77 |
|
Pimco Etf Tr Muni Income Opp
(MINO)
|
0.4 |
$862k |
|
20k |
44.23 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$819k |
|
3.5k |
236.98 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.4 |
$816k |
|
1.4k |
568.03 |
|
American Centy Etf Tr Avantis All Eqt
(AVGE)
|
0.4 |
$743k |
|
9.6k |
77.48 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.4 |
$729k |
|
1.00 |
728800.00 |
|
Ishares Tr Core 60/40 Balan
(AOR)
|
0.3 |
$710k |
|
12k |
61.57 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$701k |
|
1.4k |
485.66 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$698k |
|
4.0k |
176.22 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.3 |
$687k |
|
8.9k |
77.31 |
|
Vanguard Wellington Short Trm Tax Ex
(VTES)
|
0.3 |
$663k |
|
6.6k |
100.92 |
|
American Centy Etf Tr Intl Eqt Etf
(AVDE)
|
0.3 |
$662k |
|
8.9k |
74.01 |
|
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.3 |
$642k |
|
2.2k |
285.86 |
|
Vanguard Scottsdale Fds Vng Rus1000val
(VONV)
|
0.3 |
$628k |
|
7.4k |
85.21 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.3 |
$618k |
|
3.2k |
195.45 |
|
Pure Storage Cl A
(PSTG)
|
0.3 |
$605k |
|
11k |
57.58 |
|
Broadcom
(AVGO)
|
0.3 |
$592k |
|
2.1k |
275.67 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.3 |
$576k |
|
7.9k |
72.68 |
|
Palantir Technologies Cl A
(PLTR)
|
0.3 |
$551k |
|
4.0k |
136.32 |
|
Ishares Tr Core 80/20 Aggre
(AOA)
|
0.3 |
$532k |
|
6.4k |
83.40 |
|
American Centy Etf Tr Avantis Moderat
(AVMA)
|
0.3 |
$525k |
|
8.5k |
61.47 |
|
Innovator Etfs Trust Equity Defined P
(ZDEK)
|
0.3 |
$514k |
|
21k |
24.54 |
|
Spdr Series Trust Nuveen Ice High
(HYMB)
|
0.2 |
$482k |
|
20k |
24.78 |
|
Uber Technologies
(UBER)
|
0.2 |
$481k |
|
5.2k |
93.30 |
|
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.2 |
$438k |
|
1.8k |
240.29 |
|
Costco Wholesale Corporation
(COST)
|
0.2 |
$416k |
|
421.00 |
988.82 |
|
Spdr Series Trust S&p 600 Smcp Val
(SLYV)
|
0.2 |
$414k |
|
5.2k |
79.75 |
|
Home Depot
(HD)
|
0.2 |
$404k |
|
1.1k |
366.50 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.2 |
$396k |
|
1.4k |
285.30 |
|
TransDigm Group Incorporated
(TDG)
|
0.2 |
$379k |
|
249.00 |
1520.64 |
|
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$377k |
|
1.3k |
289.94 |
|
Spdr Series Trust S&p Divid Etf
(SDY)
|
0.2 |
$351k |
|
2.6k |
135.71 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.2 |
$349k |
|
3.2k |
110.09 |
|
Spdr Series Trust Portfolio Short
(SPSB)
|
0.2 |
$340k |
|
11k |
30.19 |
|
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.2 |
$325k |
|
7.7k |
42.28 |
|
Dimensional Etf Trust Us Equity Market
(DFUS)
|
0.2 |
$324k |
|
4.8k |
67.02 |
|
Nextera Energy
(NEE)
|
0.2 |
$315k |
|
4.5k |
69.42 |
|
Thornburg Etf Tr Core Plus Bd Etf
(TPLS)
|
0.1 |
$295k |
|
12k |
25.35 |
|
Wal-Mart Stores
(WMT)
|
0.1 |
$292k |
|
3.0k |
97.78 |
|
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.1 |
$292k |
|
1.6k |
182.80 |
|
Matthews Asia Fds China Active Etf
(MCH)
|
0.1 |
$280k |
|
11k |
24.50 |
|
Bank of America Corporation
(BAC)
|
0.1 |
$276k |
|
5.8k |
47.32 |
|
Udr
(UDR)
|
0.1 |
$276k |
|
6.8k |
40.83 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.1 |
$256k |
|
3.3k |
77.51 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.1 |
$252k |
|
3.0k |
82.93 |
|
American Centy Etf Tr Avantis Intl Sml
(AVDS)
|
0.1 |
$251k |
|
4.0k |
62.21 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.1 |
$244k |
|
3.9k |
62.36 |
|
Caterpillar
(CAT)
|
0.1 |
$241k |
|
621.00 |
388.03 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$238k |
|
2.2k |
109.31 |
|
Oklo Com Cl A
(OKLO)
|
0.1 |
$236k |
|
4.2k |
55.99 |
|
Dimensional Etf Trust Us Sustainabilty
(DFSU)
|
0.1 |
$227k |
|
5.8k |
39.25 |
|
Dimensional Etf Trust International
(DFSI)
|
0.1 |
$227k |
|
5.7k |
39.41 |
|
Cloudflare Cl A Com
(NET)
|
0.1 |
$219k |
|
1.1k |
195.83 |
|
Axon Enterprise
(AXON)
|
0.1 |
$219k |
|
264.00 |
827.94 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$210k |
|
971.00 |
215.76 |
|
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$210k |
|
475.00 |
440.99 |
|
Booking Holdings
(BKNG)
|
0.1 |
$209k |
|
36.00 |
5807.31 |
|
Ishares Tr Core 40/60 Moder
(AOM)
|
0.1 |
$206k |
|
4.5k |
46.04 |
|
Fubotv
(FUBO)
|
0.1 |
$115k |
|
30k |
3.86 |
|
Trx Gold Corporation
(TRX)
|
0.0 |
$98k |
|
291k |
0.34 |
|
Transocean Registered Shs
(RIG)
|
0.0 |
$32k |
|
12k |
2.59 |