|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
20.9 |
$43M |
|
116k |
370.04 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
18.9 |
$39M |
|
771k |
50.58 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
9.6 |
$20M |
|
269k |
73.41 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
5.9 |
$12M |
|
171k |
71.25 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
4.8 |
$9.9M |
|
13k |
748.88 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
4.2 |
$8.7M |
|
12k |
746.78 |
|
Apple
(AAPL)
|
3.2 |
$6.6M |
|
23k |
289.36 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
2.8 |
$5.7M |
|
181k |
31.71 |
|
Coca-Cola Company
(KO)
|
2.6 |
$5.4M |
|
66k |
81.27 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
1.7 |
$3.4M |
|
16k |
212.77 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.5 |
$3.2M |
|
6.4k |
500.39 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.4 |
$3.0M |
|
50k |
59.69 |
|
Amazon
(AMZN)
|
1.4 |
$3.0M |
|
13k |
238.34 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
1.1 |
$2.3M |
|
23k |
103.88 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
1.1 |
$2.3M |
|
3.4k |
686.79 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.1 |
$2.3M |
|
24k |
96.58 |
|
Dimensional Etf Trust Us Cor Equ 2 Etf
(DFAC)
|
0.9 |
$1.9M |
|
44k |
44.36 |
|
NVIDIA Corporation
(NVDA)
|
0.9 |
$1.8M |
|
8.8k |
200.08 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.8 |
$1.6M |
|
4.4k |
368.38 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.7 |
$1.5M |
|
4.2k |
353.33 |
|
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
0.7 |
$1.5M |
|
28k |
51.69 |
|
Goldman Sachs
(GS)
|
0.6 |
$1.3M |
|
1.3k |
1011.29 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.6 |
$1.2M |
|
18k |
68.41 |
|
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$1.2M |
|
3.5k |
327.36 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.6 |
$1.1M |
|
3.8k |
300.44 |
|
Ishares Tr Msci Usa Min Etf
(USMV)
|
0.5 |
$1.1M |
|
12k |
96.46 |
|
Microsoft Corporation
(MSFT)
|
0.5 |
$1.1M |
|
3.0k |
373.03 |
|
White Mountains Insurance Gp
(WTM)
|
0.5 |
$1.1M |
|
520.00 |
2073.39 |
|
Palantir Technologies Cl A
(PLTR)
|
0.5 |
$1.1M |
|
9.2k |
116.67 |
|
First Horizon National Corporation
(FHN)
|
0.5 |
$1.1M |
|
42k |
25.64 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.5 |
$991k |
|
2.8k |
357.37 |
|
Vaneck Etf Trust Gold Miners Etf
(GDX)
|
0.5 |
$977k |
|
13k |
75.45 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.4 |
$861k |
|
9.8k |
87.71 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.4 |
$749k |
|
1.00 |
748850.00 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
0.3 |
$697k |
|
7.8k |
89.01 |
|
Eli Lilly & Co.
(LLY)
|
0.3 |
$660k |
|
550.00 |
1199.17 |
|
Broadcom
(AVGO)
|
0.3 |
$626k |
|
1.7k |
377.83 |
|
Bank of America Corporation
(BAC)
|
0.3 |
$608k |
|
11k |
56.98 |
|
Raytheon Technologies Corp
(RTX)
|
0.3 |
$522k |
|
2.7k |
189.71 |
|
Lockheed Martin Corporation
(LMT)
|
0.2 |
$512k |
|
1.0k |
509.56 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.2 |
$504k |
|
6.1k |
82.84 |
|
Caterpillar
(CAT)
|
0.2 |
$480k |
|
450.00 |
1065.48 |
|
Wells Fargo & Company
(WFC)
|
0.2 |
$458k |
|
5.5k |
82.65 |
|
Pepsi
(PEP)
|
0.2 |
$423k |
|
3.1k |
135.39 |
|
Oracle Corporation
(ORCL)
|
0.2 |
$416k |
|
2.8k |
146.53 |
|
Hilltop Holdings
(HTH)
|
0.2 |
$409k |
|
11k |
38.78 |
|
Visa Com Cl A
(V)
|
0.2 |
$401k |
|
1.2k |
343.08 |
|
Prosperity Bancshares
(PB)
|
0.2 |
$386k |
|
5.3k |
73.03 |
|
Cisco Systems
(CSCO)
|
0.2 |
$380k |
|
3.2k |
117.47 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
0.2 |
$368k |
|
8.9k |
41.25 |
|
First Busey Corp Com New
(BUSE)
|
0.2 |
$335k |
|
11k |
29.50 |
|
Home Depot
(HD)
|
0.2 |
$331k |
|
939.00 |
352.79 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$328k |
|
4.3k |
77.10 |
|
Abbvie
(ABBV)
|
0.2 |
$324k |
|
1.3k |
251.58 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$314k |
|
1.2k |
253.88 |
|
Boeing Company
(BA)
|
0.1 |
$309k |
|
1.4k |
216.45 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.1 |
$299k |
|
1.2k |
242.92 |
|
Merck & Co
(MRK)
|
0.1 |
$299k |
|
2.3k |
128.47 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.1 |
$297k |
|
979.00 |
303.11 |
|
Qualcomm
(QCOM)
|
0.1 |
$288k |
|
1.6k |
184.85 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.1 |
$281k |
|
767.00 |
365.89 |
|
Republic Services
(RSG)
|
0.1 |
$271k |
|
1.3k |
213.08 |
|
Cadence Design Systems
(CDNS)
|
0.1 |
$265k |
|
707.00 |
375.32 |
|
Novartis Sponsored Adr
(NVS)
|
0.1 |
$262k |
|
1.7k |
156.71 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$240k |
|
426.00 |
563.59 |
|
O'reilly Automotive
(ORLY)
|
0.1 |
$234k |
|
2.5k |
92.09 |
|
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.1 |
$232k |
|
1.1k |
219.34 |
|
Graham Hldgs Com Cl B
(GHC)
|
0.1 |
$229k |
|
201.00 |
1141.42 |
|
Enterprise Products Partners
(EPD)
|
0.1 |
$228k |
|
6.2k |
36.76 |
|
Thermo Fisher Scientific
(TMO)
|
0.1 |
$223k |
|
445.00 |
501.36 |
|
Truist Financial Corp equities
(TFC)
|
0.1 |
$217k |
|
4.4k |
49.82 |
|
Chevron Corporation
(CVX)
|
0.1 |
$214k |
|
1.3k |
165.76 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$211k |
|
1.3k |
158.02 |
|
Wal-Mart Stores
(WMT)
|
0.1 |
$209k |
|
1.8k |
113.27 |
|
Genius Sports Shares Cl A
(GENI)
|
0.0 |
$64k |
|
11k |
6.06 |
|
Kosmos Energy
(KOS)
|
0.0 |
$42k |
|
20k |
2.11 |
|
Blend Labs Cl A
(BLND)
|
0.0 |
$23k |
|
14k |
1.71 |