Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
21.2 |
$26M |
|
79k |
328.30 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
13.4 |
$17M |
|
286k |
57.79 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
8.8 |
$11M |
|
85k |
127.11 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
8.2 |
$10M |
|
276k |
36.36 |
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
4.9 |
$6.1M |
|
104k |
58.31 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
4.1 |
$5.1M |
|
28k |
179.47 |
Vanguard Index Fds Large Cap Etf
(VV)
|
3.3 |
$4.1M |
|
25k |
163.56 |
Ishares Tr Short Treas Bd
(SHV)
|
2.3 |
$2.9M |
|
26k |
110.01 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
2.2 |
$2.6M |
|
55k |
48.10 |
Assurant
(AIZ)
|
2.1 |
$2.6M |
|
18k |
145.25 |
Vanguard Index Fds Value Etf
(VTV)
|
2.0 |
$2.5M |
|
20k |
123.50 |
Apple
(AAPL)
|
2.0 |
$2.4M |
|
18k |
138.18 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.8 |
$2.2M |
|
16k |
143.37 |
Terreno Realty Corporation
(TRNO)
|
1.8 |
$2.2M |
|
42k |
52.99 |
Microsoft Corporation
(MSFT)
|
1.7 |
$2.1M |
|
9.0k |
232.88 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.6 |
$2.0M |
|
55k |
36.49 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
1.6 |
$2.0M |
|
9.3k |
210.43 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.3 |
$1.6M |
|
33k |
48.13 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
1.2 |
$1.5M |
|
33k |
45.77 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
1.1 |
$1.4M |
|
14k |
102.64 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.1 |
$1.4M |
|
20k |
71.36 |
Meta Platforms Cl A
(META)
|
1.0 |
$1.3M |
|
9.4k |
135.73 |
Amazon
(AMZN)
|
0.8 |
$1.0M |
|
9.0k |
113.04 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.8 |
$1.0M |
|
7.5k |
136.00 |
Ea Series Trust Freedom 100 Em
(FRDM)
|
0.8 |
$996k |
|
40k |
24.99 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.7 |
$800k |
|
2.2k |
357.14 |
First Ctzns Bancshares Inc N Cl A
(FCNCA)
|
0.6 |
$781k |
|
979.00 |
797.75 |
Abbvie
(ABBV)
|
0.6 |
$719k |
|
5.4k |
134.27 |
Honeywell International
(HON)
|
0.6 |
$688k |
|
4.1k |
167.07 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$515k |
|
2.7k |
187.89 |
Tesla Motors
(TSLA)
|
0.4 |
$498k |
|
1.9k |
265.18 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.4 |
$449k |
|
11k |
42.36 |
Nextera Energy
(NEE)
|
0.3 |
$415k |
|
5.3k |
78.49 |
Abbott Laboratories
(ABT)
|
0.3 |
$401k |
|
4.1k |
96.67 |
UnitedHealth
(UNH)
|
0.3 |
$382k |
|
756.00 |
505.29 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$381k |
|
1.4k |
267.37 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$374k |
|
2.2k |
171.01 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$333k |
|
929.00 |
358.45 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.3 |
$332k |
|
4.5k |
74.34 |
Shockwave Med
|
0.3 |
$313k |
|
1.1k |
278.22 |
Cisco Systems
(CSCO)
|
0.2 |
$291k |
|
7.3k |
39.97 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$285k |
|
3.0k |
95.64 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.2 |
$283k |
|
5.5k |
51.75 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.2 |
$272k |
|
3.3k |
82.32 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.2 |
$259k |
|
2.7k |
94.84 |
Home Depot
(HD)
|
0.2 |
$255k |
|
925.00 |
275.68 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$255k |
|
955.00 |
267.02 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$243k |
|
2.3k |
104.56 |
Wisdomtree Tr Itl Hdg Qtly Div
(IHDG)
|
0.2 |
$233k |
|
6.5k |
35.86 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$230k |
|
1.7k |
135.29 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$223k |
|
2.0k |
111.50 |
Brookline Ban
(BRKL)
|
0.2 |
$215k |
|
18k |
11.66 |
Cerus Corporation
(CERS)
|
0.1 |
$79k |
|
22k |
3.59 |
Gogoro *w Exp 04/04/202
(GGROW)
|
0.0 |
$14k |
|
22k |
0.64 |