|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
20.4 |
$36M |
|
721k |
49.89 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
16.0 |
$28M |
|
88k |
320.81 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
7.6 |
$14M |
|
183k |
73.64 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
5.3 |
$9.3M |
|
145k |
64.08 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
4.9 |
$8.6M |
|
13k |
653.20 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
4.7 |
$8.4M |
|
13k |
650.32 |
|
Apple
(AAPL)
|
3.1 |
$5.6M |
|
22k |
253.79 |
|
Coca-Cola Company
(KO)
|
2.8 |
$4.9M |
|
65k |
76.05 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
2.3 |
$4.1M |
|
134k |
30.68 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
2.0 |
$3.5M |
|
18k |
191.92 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.7 |
$3.0M |
|
6.2k |
479.20 |
|
Exxon Mobil Corporation
(XOM)
|
1.4 |
$2.5M |
|
15k |
169.66 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
1.4 |
$2.4M |
|
25k |
97.13 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
1.3 |
$2.3M |
|
9.4k |
248.01 |
|
Amazon
(AMZN)
|
1.2 |
$2.2M |
|
10k |
208.27 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.2 |
$2.1M |
|
24k |
90.53 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.2 |
$2.0M |
|
38k |
54.05 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
1.1 |
$2.0M |
|
3.3k |
597.60 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
1.1 |
$1.9M |
|
4.4k |
430.29 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
1.0 |
$1.8M |
|
46k |
38.86 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
1.0 |
$1.8M |
|
19k |
92.74 |
|
Palantir Technologies Cl A
(PLTR)
|
0.8 |
$1.3M |
|
9.2k |
146.28 |
|
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
0.7 |
$1.3M |
|
28k |
45.12 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.7 |
$1.3M |
|
23k |
56.79 |
|
NVIDIA Corporation
(NVDA)
|
0.7 |
$1.2M |
|
7.0k |
174.40 |
|
Vaneck Etf Trust Gold Miners Etf
(GDX)
|
0.7 |
$1.2M |
|
13k |
91.77 |
|
Microsoft Corporation
(MSFT)
|
0.7 |
$1.2M |
|
3.2k |
370.13 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.7 |
$1.2M |
|
17k |
69.75 |
|
White Mountains Insurance Gp
(WTM)
|
0.6 |
$1.1M |
|
520.00 |
2196.96 |
|
Goldman Sachs
(GS)
|
0.6 |
$1.1M |
|
1.3k |
845.73 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.6 |
$999k |
|
3.5k |
287.17 |
|
JPMorgan Chase & Co.
(JPM)
|
0.5 |
$894k |
|
3.0k |
294.12 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.5 |
$880k |
|
9.6k |
91.37 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.5 |
$848k |
|
9.6k |
88.70 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$805k |
|
2.8k |
286.84 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.4 |
$718k |
|
1.00 |
718140.00 |
|
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.4 |
$670k |
|
8.4k |
79.56 |
|
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.4 |
$664k |
|
8.0k |
82.57 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
0.4 |
$645k |
|
7.7k |
83.57 |
|
Lockheed Martin Corporation
(LMT)
|
0.3 |
$595k |
|
984.00 |
604.15 |
|
Spdr Series Trust Ftse Int Gvt Etf
(WIP)
|
0.3 |
$571k |
|
14k |
39.60 |
|
Eli Lilly & Co.
(LLY)
|
0.3 |
$521k |
|
566.00 |
920.24 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
0.3 |
$500k |
|
13k |
38.96 |
|
Pepsi
(PEP)
|
0.3 |
$497k |
|
3.2k |
155.27 |
|
Caterpillar
(CAT)
|
0.3 |
$474k |
|
669.00 |
708.62 |
|
Wells Fargo & Company
(WFC)
|
0.3 |
$474k |
|
6.0k |
79.62 |
|
Broadcom
(AVGO)
|
0.2 |
$432k |
|
1.4k |
309.44 |
|
Raytheon Technologies Corp
(RTX)
|
0.2 |
$429k |
|
2.2k |
192.94 |
|
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.2 |
$411k |
|
4.4k |
93.93 |
|
Hilltop Holdings
(HTH)
|
0.2 |
$375k |
|
11k |
35.82 |
|
Wal-Mart Stores
(WMT)
|
0.2 |
$361k |
|
2.9k |
124.28 |
|
Spdr Index Shs Fds State Street Spd
(RWX)
|
0.2 |
$331k |
|
12k |
26.62 |
|
Bank of America Corporation
(BAC)
|
0.2 |
$329k |
|
6.8k |
48.75 |
|
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$314k |
|
628.00 |
499.38 |
|
Boeing Company
(BA)
|
0.2 |
$302k |
|
1.5k |
199.02 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$293k |
|
1.0k |
287.61 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$286k |
|
4.2k |
67.53 |
|
Prosperity Bancshares
(PB)
|
0.2 |
$284k |
|
4.2k |
67.18 |
|
Home Depot
(HD)
|
0.2 |
$281k |
|
853.00 |
329.03 |
|
Novartis Sponsored Adr
(NVS)
|
0.2 |
$277k |
|
1.8k |
152.74 |
|
Republic Services
(RSG)
|
0.2 |
$276k |
|
1.3k |
219.02 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$270k |
|
1.1k |
244.47 |
|
Netflix
(NFLX)
|
0.2 |
$269k |
|
2.8k |
96.15 |
|
FedEx Corporation
(FDX)
|
0.2 |
$267k |
|
750.00 |
356.23 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.2 |
$266k |
|
1.2k |
217.27 |
|
Abbvie
(ABBV)
|
0.1 |
$258k |
|
1.2k |
217.55 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.1 |
$256k |
|
976.00 |
261.95 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$243k |
|
424.00 |
572.16 |
|
Calamos Conv Opportunities & Sh Ben Int
(CHI)
|
0.1 |
$242k |
|
23k |
10.74 |
|
Enterprise Products Partners
(EPD)
|
0.1 |
$235k |
|
6.2k |
37.84 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.1 |
$232k |
|
767.00 |
302.11 |
|
Truist Financial Corp equities
(TFC)
|
0.1 |
$231k |
|
5.0k |
45.97 |
|
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.1 |
$229k |
|
4.0k |
56.67 |
|
Tyson Foods Cl A
(TSN)
|
0.1 |
$218k |
|
3.4k |
64.07 |
|
Graham Hldgs Com Cl B
(GHC)
|
0.1 |
$213k |
|
201.00 |
1057.26 |
|
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.1 |
$203k |
|
1.1k |
191.75 |
|
Kosmos Energy
(KOS)
|
0.0 |
$56k |
|
20k |
2.78 |
|
Blend Labs Cl A
(BLND)
|
0.0 |
$23k |
|
14k |
1.70 |