|
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
15.7 |
$31M |
|
1.3M |
23.22 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
15.0 |
$30M |
|
50k |
597.55 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
14.9 |
$30M |
|
137k |
215.06 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
12.5 |
$25M |
|
43k |
577.17 |
|
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
7.7 |
$15M |
|
359k |
42.31 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
6.5 |
$13M |
|
139k |
92.74 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
4.8 |
$9.5M |
|
149k |
64.08 |
|
American Centy Etf Tr Intl Eqt Etf
(AVDE)
|
4.7 |
$9.3M |
|
110k |
84.84 |
|
Apple
(AAPL)
|
2.0 |
$3.9M |
|
16k |
253.79 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.2 |
$2.3M |
|
4.8k |
479.20 |
|
JPMorgan Chase & Co.
(JPM)
|
0.9 |
$1.8M |
|
6.2k |
294.14 |
|
Amazon
(AMZN)
|
0.9 |
$1.7M |
|
8.3k |
208.27 |
|
Eli Lilly & Co.
(LLY)
|
0.9 |
$1.7M |
|
1.8k |
919.72 |
|
Exxon Mobil Corporation
(XOM)
|
0.8 |
$1.6M |
|
9.7k |
169.66 |
|
Ishares Tr Russell 3000 Etf
(IWV)
|
0.8 |
$1.6M |
|
4.3k |
370.71 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.7 |
$1.4M |
|
4.9k |
286.88 |
|
NVIDIA Corporation
(NVDA)
|
0.7 |
$1.4M |
|
8.0k |
174.39 |
|
Microsoft Corporation
(MSFT)
|
0.7 |
$1.4M |
|
3.7k |
370.19 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$1.4M |
|
4.2k |
320.84 |
|
Broadcom
(AVGO)
|
0.7 |
$1.3M |
|
4.3k |
309.54 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.6 |
$1.3M |
|
2.9k |
436.85 |
|
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.6 |
$1.2M |
|
8.8k |
141.41 |
|
Visa Com Cl A
(V)
|
0.6 |
$1.2M |
|
4.1k |
302.27 |
|
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.6 |
$1.1M |
|
24k |
47.55 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.5 |
$893k |
|
2.1k |
426.44 |
|
Cummins
(CMI)
|
0.4 |
$735k |
|
1.4k |
538.10 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.3 |
$684k |
|
27k |
25.10 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.3 |
$612k |
|
1.7k |
356.62 |
|
Oracle Corporation
(ORCL)
|
0.3 |
$504k |
|
3.4k |
147.13 |
|
Procter & Gamble Company
(PG)
|
0.2 |
$456k |
|
3.2k |
144.44 |
|
Ishares Tr Msci Gbl Sus Dev
(SDG)
|
0.2 |
$446k |
|
5.3k |
83.95 |
|
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.2 |
$439k |
|
6.1k |
71.73 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$417k |
|
1.7k |
248.04 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$387k |
|
1.3k |
287.53 |
|
Ishares Tr Usd Grn Bond Etf
(BGRN)
|
0.2 |
$372k |
|
7.8k |
47.47 |
|
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.2 |
$368k |
|
2.9k |
128.12 |
|
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.2 |
$338k |
|
2.3k |
145.76 |
|
Ishares Tr Low Carbon Optim
(CRBN)
|
0.2 |
$306k |
|
1.4k |
222.80 |
|
Spdr Series Trust State Street Spd
(SHE)
|
0.2 |
$298k |
|
2.3k |
127.80 |
|
Ball Corporation
(BALL)
|
0.1 |
$271k |
|
4.6k |
59.12 |
|
Spdr Series Trust State Street Spd
(BIL)
|
0.1 |
$259k |
|
2.8k |
91.62 |
|
Waters Corporation
(WAT)
|
0.1 |
$258k |
|
867.00 |
297.80 |
|
International Business Machines
(IBM)
|
0.1 |
$243k |
|
1.0k |
242.33 |
|
Wec Energy Group
(WEC)
|
0.1 |
$237k |
|
2.1k |
115.80 |
|
Ishares Tr Core 40/60 Moder
(AOM)
|
0.1 |
$237k |
|
5.0k |
47.37 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$234k |
|
1.1k |
213.60 |
|
Profesionally Managed Portfo Akre Focus Etf
(AKRE)
|
0.1 |
$210k |
|
4.0k |
52.85 |
|
Wal-Mart Stores
(WMT)
|
0.1 |
$204k |
|
1.6k |
124.26 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
0.1 |
$202k |
|
311.00 |
650.43 |