|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
26.4 |
$96M |
|
187k |
513.91 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
11.5 |
$42M |
|
709k |
58.69 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
7.4 |
$27M |
|
528k |
50.83 |
|
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
7.3 |
$27M |
|
154k |
172.26 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
5.8 |
$21M |
|
76k |
274.84 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
3.6 |
$13M |
|
222k |
59.40 |
|
Ishares Tr Short Treas Bd
(SHV)
|
3.6 |
$13M |
|
117k |
110.46 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
3.0 |
$11M |
|
218k |
49.90 |
|
Vanguard Index Fds Value Etf
(VTV)
|
2.7 |
$9.7M |
|
56k |
172.74 |
|
Ea Series Trust Freedom 100 Em
(FRDM)
|
2.4 |
$8.7M |
|
249k |
35.05 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
2.1 |
$7.5M |
|
29k |
257.03 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.9 |
$6.9M |
|
37k |
186.29 |
|
Apple
(AAPL)
|
1.6 |
$5.7M |
|
25k |
222.13 |
|
Meta Platforms Cl A
(META)
|
1.5 |
$5.5M |
|
9.5k |
576.36 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
1.0 |
$3.7M |
|
17k |
221.75 |
|
Microsoft Corporation
(MSFT)
|
1.0 |
$3.5M |
|
9.4k |
375.40 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.9 |
$3.4M |
|
55k |
62.10 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.9 |
$3.4M |
|
9.3k |
361.09 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.9 |
$3.3M |
|
6.0k |
559.37 |
|
Vanguard Wellington Short Trm Tax Ex
(VTES)
|
0.8 |
$2.9M |
|
29k |
100.51 |
|
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.6 |
$2.3M |
|
40k |
58.98 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.6 |
$2.2M |
|
21k |
105.60 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.6 |
$2.2M |
|
23k |
97.95 |
|
NVIDIA Corporation
(NVDA)
|
0.6 |
$2.2M |
|
20k |
108.38 |
|
Nushares Etf Tr Nuveen Esg Us
(NUBD)
|
0.6 |
$2.1M |
|
94k |
22.18 |
|
Amazon
(AMZN)
|
0.5 |
$1.9M |
|
10k |
190.26 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.5 |
$1.8M |
|
24k |
75.65 |
|
Abbvie
(ABBV)
|
0.4 |
$1.5M |
|
7.1k |
209.51 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.4 |
$1.4M |
|
2.5k |
561.95 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$1.4M |
|
5.5k |
258.64 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.4 |
$1.4M |
|
7.5k |
188.16 |
|
Assurant
(AIZ)
|
0.4 |
$1.3M |
|
6.3k |
209.75 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$1.2M |
|
16k |
73.45 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$1.2M |
|
2.3k |
532.58 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.3 |
$1.2M |
|
26k |
45.26 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.3 |
$1.2M |
|
9.0k |
128.96 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.3 |
$1.1M |
|
8.7k |
122.01 |
|
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$936k |
|
3.8k |
245.27 |
|
First Ctzns Bancshares Inc N Cl A
(FCNCA)
|
0.3 |
$925k |
|
499.00 |
1854.12 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$745k |
|
4.8k |
154.65 |
|
Eli Lilly & Co.
(LLY)
|
0.2 |
$737k |
|
892.00 |
826.26 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.2 |
$699k |
|
10k |
69.81 |
|
Visa Com Cl A
(V)
|
0.2 |
$686k |
|
2.0k |
350.46 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$662k |
|
13k |
49.62 |
|
Netflix
(NFLX)
|
0.2 |
$628k |
|
673.00 |
932.53 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.2 |
$627k |
|
12k |
53.97 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$591k |
|
3.0k |
193.99 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.1 |
$526k |
|
4.5k |
115.95 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$511k |
|
1.6k |
312.32 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$499k |
|
3.7k |
134.29 |
|
Home Depot
(HD)
|
0.1 |
$489k |
|
1.3k |
366.44 |
|
Abbott Laboratories
(ABT)
|
0.1 |
$487k |
|
3.7k |
132.63 |
|
Tesla Motors
(TSLA)
|
0.1 |
$486k |
|
1.9k |
259.12 |
|
Fidelity National Information Services
(FIS)
|
0.1 |
$484k |
|
6.5k |
74.68 |
|
Ishares Tr Esg Aware Msci
(ESML)
|
0.1 |
$482k |
|
13k |
38.41 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.1 |
$470k |
|
6.7k |
70.20 |
|
Cisco Systems
(CSCO)
|
0.1 |
$459k |
|
7.4k |
61.71 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$442k |
|
7.3k |
60.66 |
|
UnitedHealth
(UNH)
|
0.1 |
$440k |
|
841.00 |
523.59 |
|
Marsh & McLennan Companies
(MMC)
|
0.1 |
$431k |
|
1.8k |
244.00 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$419k |
|
2.7k |
156.23 |
|
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.1 |
$408k |
|
10k |
40.76 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.1 |
$383k |
|
2.2k |
173.23 |
|
Fidelity Comwlth Tr Nasdaq Compsit
(ONEQ)
|
0.1 |
$370k |
|
5.4k |
68.06 |
|
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.1 |
$348k |
|
3.6k |
97.49 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.1 |
$346k |
|
13k |
26.58 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.1 |
$340k |
|
3.8k |
90.54 |
|
Eagle Materials
(EXP)
|
0.1 |
$333k |
|
1.5k |
221.93 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$319k |
|
3.1k |
104.57 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
0.1 |
$315k |
|
3.1k |
100.67 |
|
Nextera Energy
(NEE)
|
0.1 |
$308k |
|
4.4k |
70.89 |
|
Costco Wholesale Corporation
(COST)
|
0.1 |
$301k |
|
318.00 |
946.26 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$301k |
|
14k |
22.08 |
|
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$299k |
|
2.2k |
135.68 |
|
Vaneck Etf Trust Preferred Securt
(PFXF)
|
0.1 |
$294k |
|
18k |
16.76 |
|
Eaton Corp SHS
(ETN)
|
0.1 |
$287k |
|
1.1k |
271.82 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$283k |
|
2.4k |
118.92 |
|
Wisdomtree Tr Itl Hdg Qtly Div
(IHDG)
|
0.1 |
$272k |
|
6.3k |
43.40 |
|
Broadcom
(AVGO)
|
0.1 |
$272k |
|
1.6k |
167.42 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$268k |
|
14k |
19.78 |
|
Caterpillar
(CAT)
|
0.1 |
$238k |
|
722.00 |
330.00 |
|
Automatic Data Processing
(ADP)
|
0.1 |
$235k |
|
771.00 |
305.37 |
|
Lam Research Corp Com New
(LRCX)
|
0.1 |
$228k |
|
3.1k |
72.70 |
|
Sap Se Spon Adr
(SAP)
|
0.1 |
$227k |
|
844.00 |
268.44 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$224k |
|
1.3k |
170.47 |
|
TJX Companies
(TJX)
|
0.1 |
$216k |
|
1.8k |
121.80 |
|
Linde SHS
(LIN)
|
0.1 |
$214k |
|
459.00 |
465.19 |
|
At&t
(T)
|
0.1 |
$211k |
|
7.4k |
28.28 |
|
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.1 |
$209k |
|
1.3k |
166.00 |
|
Brookline Ban
|
0.0 |
$153k |
|
14k |
10.90 |