|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
15.8 |
$21M |
|
63k |
335.27 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
15.0 |
$20M |
|
396k |
50.29 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
6.8 |
$9.0M |
|
13k |
684.92 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
6.5 |
$8.7M |
|
117k |
74.07 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
6.0 |
$8.0M |
|
12k |
681.93 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
5.8 |
$7.7M |
|
124k |
62.47 |
|
Apple
(AAPL)
|
4.0 |
$5.3M |
|
20k |
271.86 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
2.6 |
$3.5M |
|
18k |
191.56 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
2.5 |
$3.3M |
|
35k |
94.16 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
1.8 |
$2.4M |
|
9.9k |
246.17 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
1.8 |
$2.4M |
|
25k |
96.03 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.6 |
$2.1M |
|
24k |
89.46 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
1.6 |
$2.1M |
|
3.3k |
627.15 |
|
Amazon
(AMZN)
|
1.5 |
$2.0M |
|
8.7k |
230.82 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
1.5 |
$2.0M |
|
50k |
39.59 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.4 |
$1.8M |
|
3.7k |
502.65 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
1.3 |
$1.8M |
|
4.4k |
396.31 |
|
Exxon Mobil Corporation
(XOM)
|
1.3 |
$1.7M |
|
14k |
120.34 |
|
Palantir Technologies Cl A
(PLTR)
|
1.2 |
$1.6M |
|
9.0k |
177.75 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.1 |
$1.5M |
|
27k |
53.76 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.1 |
$1.5M |
|
53k |
27.43 |
|
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
1.0 |
$1.4M |
|
29k |
46.80 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
1.0 |
$1.3M |
|
24k |
54.71 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.9 |
$1.1M |
|
17k |
67.22 |
|
Vaneck Etf Trust Gold Miners Etf
(GDX)
|
0.8 |
$1.1M |
|
13k |
85.77 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.8 |
$1.1M |
|
3.8k |
290.18 |
|
Goldman Sachs
(GS)
|
0.8 |
$1.1M |
|
1.2k |
879.17 |
|
Microsoft Corporation
(MSFT)
|
0.7 |
$961k |
|
2.0k |
483.67 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.7 |
$920k |
|
10k |
88.49 |
|
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$870k |
|
2.7k |
322.26 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.6 |
$831k |
|
9.6k |
86.25 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.6 |
$755k |
|
1.00 |
754800.00 |
|
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.5 |
$672k |
|
8.3k |
80.63 |
|
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.5 |
$662k |
|
8.0k |
82.82 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
0.5 |
$637k |
|
7.7k |
82.48 |
|
Spdr Series Trust Ftse Int Gvt Etf
(WIP)
|
0.4 |
$565k |
|
14k |
39.39 |
|
Wells Fargo & Company
(WFC)
|
0.4 |
$539k |
|
5.8k |
93.19 |
|
NVIDIA Corporation
(NVDA)
|
0.4 |
$522k |
|
2.8k |
186.50 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
0.4 |
$496k |
|
13k |
38.11 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.4 |
$477k |
|
1.5k |
313.76 |
|
Lockheed Martin Corporation
(LMT)
|
0.4 |
$466k |
|
963.00 |
483.82 |
|
Eli Lilly & Co.
(LLY)
|
0.3 |
$448k |
|
417.00 |
1073.57 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.3 |
$438k |
|
3.1k |
143.52 |
|
Pepsi
(PEP)
|
0.3 |
$420k |
|
2.9k |
143.52 |
|
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.3 |
$418k |
|
4.3k |
96.28 |
|
Hilltop Holdings
(HTH)
|
0.3 |
$354k |
|
10k |
33.94 |
|
Spdr Index Shs Fds Dj Intl Rl Etf
(RWX)
|
0.3 |
$346k |
|
12k |
28.00 |
|
Caterpillar
(CAT)
|
0.2 |
$332k |
|
580.00 |
572.87 |
|
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.2 |
$317k |
|
1.6k |
198.58 |
|
Boeing Company
(BA)
|
0.2 |
$310k |
|
1.4k |
217.10 |
|
Raytheon Technologies Corp
(RTX)
|
0.2 |
$309k |
|
1.7k |
183.38 |
|
Spdr Series Trust State Street Spd
(BIL)
|
0.2 |
$297k |
|
3.2k |
91.37 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$279k |
|
4.2k |
66.00 |
|
Home Depot
(HD)
|
0.2 |
$274k |
|
795.00 |
343.99 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.2 |
$258k |
|
1.2k |
211.81 |
|
Bank of America Corporation
(BAC)
|
0.2 |
$254k |
|
4.6k |
55.00 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$251k |
|
972.00 |
258.07 |
|
Truist Financial Corp equities
(TFC)
|
0.2 |
$244k |
|
5.0k |
49.21 |
|
Abbvie
(ABBV)
|
0.2 |
$232k |
|
1.0k |
228.43 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.2 |
$231k |
|
766.00 |
302.01 |
|
Calamos Conv Opportunities & Sh Ben Int
(CHI)
|
0.2 |
$230k |
|
22k |
10.48 |
|
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$229k |
|
401.00 |
570.88 |
|
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.2 |
$227k |
|
4.0k |
57.25 |
|
Wal-Mart Stores
(WMT)
|
0.2 |
$224k |
|
2.0k |
111.41 |
|
FedEx Corporation
(FDX)
|
0.2 |
$213k |
|
736.00 |
288.86 |
|
Blend Labs Cl A
(BLND)
|
0.0 |
$42k |
|
14k |
3.04 |
|
Kosmos Energy
(KOS)
|
0.0 |
$18k |
|
20k |
0.91 |