|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
30.5 |
$65M |
|
176k |
370.04 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
28.9 |
$62M |
|
90k |
686.81 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
10.9 |
$23M |
|
329k |
71.25 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
5.6 |
$12M |
|
39k |
303.12 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
3.5 |
$7.5M |
|
125k |
59.69 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
3.1 |
$6.7M |
|
9.0k |
746.77 |
|
Apple
(AAPL)
|
2.8 |
$6.0M |
|
21k |
289.36 |
|
Royalty Pharma Shs Class A
(RPRX)
|
1.5 |
$3.3M |
|
58k |
56.07 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
1.2 |
$2.6M |
|
94k |
27.70 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
1.0 |
$2.2M |
|
26k |
86.14 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.8 |
$1.7M |
|
4.8k |
357.37 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.8 |
$1.7M |
|
4.8k |
353.33 |
|
Fidelity Merrimack Str Tr Total Bd Etf
(FBND)
|
0.8 |
$1.6M |
|
36k |
45.49 |
|
Microsoft Corporation
(MSFT)
|
0.7 |
$1.6M |
|
4.3k |
373.02 |
|
Ishares Tr Expnd Tec Sc Etf
(IGM)
|
0.6 |
$1.3M |
|
8.2k |
163.58 |
|
Innovator Etfs Trust Us Eqty Pwr Buf
(PJUL)
|
0.6 |
$1.3M |
|
26k |
48.81 |
|
Bank of America Corporation
(BAC)
|
0.5 |
$1.1M |
|
20k |
56.98 |
|
Amazon
(AMZN)
|
0.5 |
$1.1M |
|
4.7k |
238.34 |
|
Visa Com Cl A
(V)
|
0.5 |
$1.1M |
|
3.2k |
343.09 |
|
Goldman Sachs
(GS)
|
0.5 |
$1.0M |
|
1.0k |
1011.37 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.5 |
$966k |
|
27k |
36.26 |
|
American Express Company
(AXP)
|
0.4 |
$947k |
|
2.8k |
338.25 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$861k |
|
5.8k |
148.31 |
|
Charles Schwab Corporation
(SCHW)
|
0.4 |
$830k |
|
9.0k |
92.27 |
|
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$644k |
|
2.0k |
327.33 |
|
Occidental Petroleum Corporation
(OXY)
|
0.3 |
$552k |
|
11k |
48.57 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.2 |
$506k |
|
5.2k |
96.42 |
|
Johnson Controls Internation SHS
(JCI)
|
0.2 |
$493k |
|
3.4k |
146.11 |
|
Thermo Fisher Scientific
(TMO)
|
0.2 |
$474k |
|
946.00 |
501.36 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$453k |
|
605.00 |
748.78 |
|
Broadcom
(AVGO)
|
0.2 |
$378k |
|
1.0k |
377.75 |
|
Equinix
(EQIX)
|
0.2 |
$352k |
|
338.00 |
1042.39 |
|
Qualcomm
(QCOM)
|
0.2 |
$352k |
|
1.9k |
184.79 |
|
Morgan Stanley Com New
(MS)
|
0.1 |
$314k |
|
1.5k |
209.04 |
|
Wells Fargo & Company
(WFC)
|
0.1 |
$264k |
|
3.2k |
82.64 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$252k |
|
685.00 |
368.38 |
|
Ishares Tr Russell 3000 Etf
(IWV)
|
0.1 |
$234k |
|
549.00 |
426.40 |
|
Stryker Corporation
(SYK)
|
0.1 |
$227k |
|
720.00 |
314.84 |
|
Capital One Financial
(COF)
|
0.1 |
$218k |
|
1.1k |
200.62 |
|
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp
(MDY)
|
0.1 |
$211k |
|
300.00 |
703.34 |
|
Baker Hughes Company Cl A
(BKR)
|
0.1 |
$208k |
|
3.8k |
55.50 |