|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
6.1 |
$16M |
|
243k |
64.08 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
5.2 |
$13M |
|
30k |
436.79 |
|
Vanguard Index Fds Value Etf
(VTV)
|
4.9 |
$13M |
|
64k |
196.20 |
|
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
3.6 |
$9.3M |
|
84k |
110.47 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf
(QQQM)
|
3.6 |
$9.0M |
|
38k |
237.62 |
|
Pgim Etf Tr Total Return Bon
(PTRB)
|
3.5 |
$8.8M |
|
213k |
41.51 |
|
World Gold Tr Spdr Gld Minis
(GLDM)
|
3.2 |
$8.1M |
|
87k |
92.69 |
|
Spdr Series Trust State Street Spd
(SLYG)
|
3.0 |
$7.6M |
|
78k |
96.62 |
|
Vanguard Malvern Fds Core-plus Bd Etf
(VPLS)
|
2.5 |
$6.3M |
|
82k |
77.59 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
2.4 |
$6.2M |
|
182k |
33.86 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
2.3 |
$5.9M |
|
151k |
38.86 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
2.3 |
$5.8M |
|
75k |
77.11 |
|
Spdr Index Shs Fds State Street Spd
(SPDW)
|
2.1 |
$5.3M |
|
116k |
45.65 |
|
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
2.0 |
$5.1M |
|
46k |
111.18 |
|
Spdr Series Trust State Street Spd
(SPTL)
|
2.0 |
$5.1M |
|
192k |
26.30 |
|
Dimensional Etf Trust Us Real Estate E
(DFAR)
|
1.9 |
$4.9M |
|
209k |
23.65 |
|
Dimensional Etf Trust Intl Small Cap E
(DFIS)
|
1.9 |
$4.8M |
|
144k |
33.67 |
|
Apple
(AAPL)
|
1.8 |
$4.5M |
|
18k |
253.80 |
|
Spdr Series Trust State Street Spd
(QUS)
|
1.7 |
$4.3M |
|
25k |
171.64 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
1.6 |
$4.1M |
|
28k |
148.10 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.5 |
$3.8M |
|
17k |
217.25 |
|
Spdr Index Shs Fds State Street Spd
(SPEM)
|
1.4 |
$3.6M |
|
76k |
46.91 |
|
American Centy Etf Tr Intl Eqt Etf
(AVDE)
|
1.4 |
$3.6M |
|
42k |
84.84 |
|
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
1.3 |
$3.4M |
|
34k |
100.57 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
1.3 |
$3.2M |
|
5.4k |
597.50 |
|
NVIDIA Corporation
(NVDA)
|
1.3 |
$3.2M |
|
18k |
174.40 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.2 |
$3.1M |
|
58k |
54.05 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
1.2 |
$3.1M |
|
79k |
38.96 |
|
Spdr Series Trust State Street Spd
(SPIP)
|
1.1 |
$2.8M |
|
107k |
26.01 |
|
Thornburg Etf Tr Multi Sector Bd
(TMB)
|
1.1 |
$2.8M |
|
108k |
25.51 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.1 |
$2.7M |
|
8.5k |
320.82 |
|
Spdr Series Trust State Street Spd
(SPYG)
|
1.0 |
$2.6M |
|
27k |
97.91 |
|
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.9 |
$2.4M |
|
17k |
145.79 |
|
Tesla Motors
(TSLA)
|
0.9 |
$2.4M |
|
6.5k |
371.75 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.9 |
$2.4M |
|
7.9k |
302.23 |
|
Spdr Series Trust State Street Spd
(SPYM)
|
0.9 |
$2.4M |
|
31k |
76.54 |
|
Vanguard Mun Bd Fds Intermediate Trm
(VTEI)
|
0.9 |
$2.3M |
|
23k |
99.94 |
|
Pimco Etf Tr Multisector Bd
(PYLD)
|
0.8 |
$2.1M |
|
80k |
26.20 |
|
Pimco Etf Tr Muni Income Opp
(MINO)
|
0.8 |
$2.0M |
|
45k |
45.17 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.8 |
$1.9M |
|
6.7k |
286.86 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.7 |
$1.9M |
|
37k |
49.89 |
|
Ea Series Trust Ea Bridgeway Omn
(BSVO)
|
0.7 |
$1.8M |
|
72k |
25.37 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
0.7 |
$1.7M |
|
2.6k |
650.31 |
|
Amazon
(AMZN)
|
0.7 |
$1.7M |
|
8.1k |
208.27 |
|
Spdr Series Trust State Street Spd
(SPYV)
|
0.6 |
$1.6M |
|
28k |
56.58 |
|
Microsoft Corporation
(MSFT)
|
0.6 |
$1.6M |
|
4.2k |
370.13 |
|
American Centy Etf Tr Avantis All Eqt
(AVGE)
|
0.6 |
$1.5M |
|
17k |
88.02 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.6 |
$1.5M |
|
2.2k |
653.13 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.6 |
$1.5M |
|
2.5k |
577.17 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.5 |
$1.3M |
|
18k |
73.64 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.5 |
$1.2M |
|
4.3k |
287.56 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.5 |
$1.2M |
|
19k |
62.45 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.5 |
$1.2M |
|
13k |
88.70 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$1000k |
|
3.8k |
261.91 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.4 |
$929k |
|
30k |
30.68 |
|
Spdr Series Trust State Street Spd
(SPSM)
|
0.4 |
$923k |
|
19k |
48.32 |
|
Ishares Tr Core 80/20 Aggre
(AOA)
|
0.4 |
$921k |
|
10k |
88.49 |
|
American Centy Etf Tr Avantis Moderat
(AVMA)
|
0.4 |
$901k |
|
13k |
67.22 |
|
Spdr Series Trust State Street Spd
(SPTI)
|
0.3 |
$888k |
|
31k |
28.66 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.3 |
$874k |
|
2.1k |
426.48 |
|
Caterpillar
(CAT)
|
0.3 |
$840k |
|
1.2k |
708.63 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.3 |
$794k |
|
9.2k |
86.64 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$776k |
|
1.6k |
479.10 |
|
Vanguard Malvern Fds Core Bd Etf
(VCRB)
|
0.3 |
$774k |
|
10k |
77.38 |
|
Meta Platforms Cl A
(META)
|
0.3 |
$751k |
|
1.3k |
572.11 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.3 |
$718k |
|
1.00 |
718140.00 |
|
Dimensional Etf Trust Natl Mun Bd Etf
(DFNM)
|
0.3 |
$714k |
|
15k |
47.93 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.3 |
$703k |
|
3.3k |
211.14 |
|
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.3 |
$696k |
|
2.2k |
313.81 |
|
Ishares Tr Core 60/40 Balan
(AOR)
|
0.3 |
$694k |
|
11k |
64.35 |
|
Vanguard Wellington Short Trm Tax Ex
(VTES)
|
0.3 |
$680k |
|
6.7k |
101.14 |
|
Vanguard Scottsdale Fds Vng Rus1000val
(VONV)
|
0.2 |
$631k |
|
6.7k |
93.74 |
|
American Centy Etf Tr Intl Smcp Vlu
(AVDV)
|
0.2 |
$611k |
|
6.1k |
99.86 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.2 |
$591k |
|
7.5k |
78.41 |
|
Innovator Etfs Trust Equity Defined P
(ZDEK)
|
0.2 |
$537k |
|
21k |
25.62 |
|
American Centy Etf Tr Avantis Emgmkt
(AVEM)
|
0.2 |
$529k |
|
6.6k |
80.58 |
|
Costco Wholesale Corporation
(COST)
|
0.2 |
$516k |
|
518.00 |
996.53 |
|
Spdr Series Trust State Street Spd
(SLYV)
|
0.2 |
$499k |
|
5.3k |
94.59 |
|
Dimensional Etf Trust Us Equity Market
(DFUS)
|
0.2 |
$477k |
|
6.7k |
70.91 |
|
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.2 |
$440k |
|
1.8k |
240.02 |
|
Spdr Series Trust State Street Spd
(SPSB)
|
0.2 |
$423k |
|
14k |
30.07 |
|
Trx Gold Corporation
(TRX)
|
0.2 |
$419k |
|
279k |
1.50 |
|
Thornburg Etf Tr Core Plus Bd Etf
(TPLS)
|
0.2 |
$401k |
|
16k |
25.21 |
|
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$400k |
|
1.4k |
294.25 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.1 |
$378k |
|
3.3k |
113.10 |
|
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.1 |
$375k |
|
2.6k |
145.74 |
|
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.1 |
$374k |
|
7.7k |
48.46 |
|
Palantir Technologies Cl A
(PLTR)
|
0.1 |
$366k |
|
2.5k |
146.28 |
|
American Centy Etf Tr Avantis Intl Sml
(AVDS)
|
0.1 |
$364k |
|
5.1k |
71.85 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.1 |
$355k |
|
1.2k |
298.83 |
|
Goldman Sachs
(GS)
|
0.1 |
$349k |
|
412.00 |
846.11 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.1 |
$344k |
|
2.5k |
138.30 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$339k |
|
2.7k |
124.33 |
|
Intuit
(INTU)
|
0.1 |
$323k |
|
746.00 |
432.38 |
|
Bank of America Corporation
(BAC)
|
0.1 |
$316k |
|
6.5k |
48.75 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.1 |
$312k |
|
3.5k |
88.16 |
|
MercadoLibre
(MELI)
|
0.1 |
$310k |
|
179.00 |
1729.02 |
|
Matthews Asia Fds China Active Etf
(MCH)
|
0.1 |
$307k |
|
12k |
26.33 |
|
Wal-Mart Stores
(WMT)
|
0.1 |
$305k |
|
2.5k |
124.28 |
|
Home Depot
(HD)
|
0.1 |
$304k |
|
924.00 |
328.77 |
|
Broadcom
(AVGO)
|
0.1 |
$299k |
|
965.00 |
309.55 |
|
TransDigm Group Incorporated
(TDG)
|
0.1 |
$284k |
|
245.00 |
1158.96 |
|
Ishares Tr Core 40/60 Moder
(AOM)
|
0.1 |
$274k |
|
5.8k |
47.37 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.1 |
$261k |
|
3.2k |
82.75 |
|
Uber Technologies
(UBER)
|
0.1 |
$258k |
|
3.6k |
71.93 |
|
Nextera Energy
(NEE)
|
0.1 |
$256k |
|
2.8k |
92.87 |
|
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.1 |
$249k |
|
1.3k |
191.83 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.1 |
$248k |
|
3.0k |
82.43 |
|
Advanced Micro Devices
(AMD)
|
0.1 |
$242k |
|
1.2k |
203.43 |
|
UnitedHealth
(UNH)
|
0.1 |
$234k |
|
864.00 |
270.67 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$233k |
|
938.00 |
248.11 |
|
Cintas Corporation
(CTAS)
|
0.1 |
$231k |
|
1.4k |
169.17 |
|
Dimensional Etf Trust International
(DFSI)
|
0.1 |
$230k |
|
5.4k |
42.40 |
|
Spdr Series Trust State Street Spd
(HYMB)
|
0.1 |
$229k |
|
9.2k |
24.80 |
|
Netflix
(NFLX)
|
0.1 |
$229k |
|
2.4k |
96.15 |
|
Dimensional Etf Trust Us Sustainabilty
(DFSU)
|
0.1 |
$229k |
|
5.6k |
41.09 |
|
Udr
(UDR)
|
0.1 |
$229k |
|
6.8k |
33.78 |
|
Global X Fds Defense Tech Etf
(SHLD)
|
0.1 |
$223k |
|
3.1k |
70.84 |
|
Cheesecake Factory Incorporated
(CAKE)
|
0.1 |
$218k |
|
4.0k |
54.75 |
|
State Str Spdr Dow Jones Ind Ut Ser 1
(DIA)
|
0.1 |
$216k |
|
466.00 |
463.19 |
|
Ssga Active Tr State Str My2033
(MYCM)
|
0.1 |
$206k |
|
8.3k |
24.73 |
|
Ssga Active Tr State Str My2032
(MYCL)
|
0.1 |
$206k |
|
8.3k |
24.78 |
|
Ssga Active Tr State Str My2031
(MYCK)
|
0.1 |
$205k |
|
8.2k |
24.90 |
|
Ssga Active Tr State Street My
(MYCI)
|
0.1 |
$205k |
|
8.2k |
24.88 |
|
Ssga Active Tr State Str My2030
(MYCJ)
|
0.1 |
$205k |
|
8.3k |
24.81 |
|
Crown Castle Intl
(CCI)
|
0.1 |
$203k |
|
2.5k |
81.30 |
|
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm
(SPMO)
|
0.1 |
$203k |
|
1.8k |
112.11 |
|
Hive Digital Technologies Lt Com New
(HIVE)
|
0.0 |
$28k |
|
15k |
1.90 |
|
Tenaya Therapeutics
(TNYA)
|
0.0 |
$28k |
|
40k |
0.69 |
|
Sui Group Holdings Com New
(SUIG)
|
0.0 |
$16k |
|
14k |
1.21 |