|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
26.7 |
$123M |
|
201k |
612.38 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
12.0 |
$56M |
|
943k |
58.85 |
|
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
7.7 |
$36M |
|
170k |
209.34 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
7.1 |
$33M |
|
550k |
59.92 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
6.0 |
$28M |
|
84k |
328.17 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
3.8 |
$17M |
|
289k |
60.03 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
2.9 |
$13M |
|
264k |
50.63 |
|
Vanguard Index Fds Value Etf
(VTV)
|
2.7 |
$13M |
|
67k |
186.49 |
|
Ea Series Trust Freedom 100 Em
(FRDM)
|
2.6 |
$12M |
|
273k |
44.31 |
|
Ishares Tr Short Treas Bd
(SHV)
|
2.6 |
$12M |
|
107k |
110.49 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
1.9 |
$8.9M |
|
29k |
307.86 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.9 |
$8.8M |
|
42k |
208.71 |
|
Apple
(AAPL)
|
1.5 |
$7.1M |
|
28k |
254.63 |
|
Meta Platforms Cl A
(META)
|
1.4 |
$6.5M |
|
8.8k |
734.38 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
1.0 |
$4.8M |
|
65k |
73.46 |
|
Microsoft Corporation
(MSFT)
|
1.0 |
$4.7M |
|
9.1k |
517.96 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.9 |
$4.4M |
|
9.3k |
468.41 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.9 |
$4.2M |
|
6.4k |
666.23 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.9 |
$4.0M |
|
16k |
254.29 |
|
NVIDIA Corporation
(NVDA)
|
0.8 |
$3.6M |
|
19k |
186.58 |
|
Vanguard Wellington Short Trm Tax Ex
(VTES)
|
0.7 |
$3.1M |
|
31k |
101.92 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.6 |
$2.6M |
|
22k |
118.44 |
|
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.5 |
$2.4M |
|
35k |
69.37 |
|
Amazon
(AMZN)
|
0.5 |
$2.3M |
|
10k |
219.57 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.5 |
$2.3M |
|
21k |
106.78 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.5 |
$2.1M |
|
4.4k |
479.62 |
|
Nushares Etf Tr Nuveen Esg Us
(NUBD)
|
0.5 |
$2.1M |
|
94k |
22.45 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.4 |
$2.1M |
|
24k |
87.31 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.4 |
$1.7M |
|
2.5k |
669.25 |
|
Abbvie
(ABBV)
|
0.4 |
$1.7M |
|
7.3k |
231.53 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$1.6M |
|
5.5k |
293.76 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.3 |
$1.5M |
|
7.5k |
203.59 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$1.5M |
|
3.0k |
502.74 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$1.3M |
|
5.5k |
243.12 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.3 |
$1.3M |
|
8.8k |
145.65 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.3 |
$1.3M |
|
9.0k |
140.95 |
|
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$1.3M |
|
4.0k |
315.42 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$1.2M |
|
16k |
74.37 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.3 |
$1.2M |
|
22k |
54.18 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.2 |
$1.0M |
|
14k |
71.37 |
|
Tesla Motors
(TSLA)
|
0.2 |
$863k |
|
1.9k |
444.77 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.2 |
$849k |
|
10k |
82.58 |
|
Netflix
(NFLX)
|
0.2 |
$845k |
|
705.00 |
1198.92 |
|
Assurant
(AIZ)
|
0.2 |
$785k |
|
3.6k |
216.60 |
|
Eli Lilly & Co.
(LLY)
|
0.2 |
$725k |
|
950.00 |
762.65 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.2 |
$723k |
|
11k |
65.92 |
|
Visa Com Cl A
(V)
|
0.2 |
$709k |
|
2.1k |
341.32 |
|
First Ctzns Bancshares Inc D Cl A
(FCNCA)
|
0.2 |
$700k |
|
391.00 |
1789.16 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.1 |
$688k |
|
14k |
49.46 |
|
Guidewire Software
(GWRE)
|
0.1 |
$682k |
|
3.0k |
229.86 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$659k |
|
2.7k |
243.55 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.1 |
$649k |
|
13k |
50.07 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.1 |
$577k |
|
4.2k |
137.80 |
|
Home Depot
(HD)
|
0.1 |
$553k |
|
1.4k |
405.05 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.1 |
$534k |
|
6.7k |
79.80 |
|
Cisco Systems
(CSCO)
|
0.1 |
$531k |
|
7.8k |
68.42 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$530k |
|
3.7k |
142.11 |
|
Ishares Bitcoin Trust Etf Shs Ben Int
(IBIT)
|
0.1 |
$526k |
|
8.1k |
65.00 |
|
Abbott Laboratories
(ABT)
|
0.1 |
$512k |
|
3.8k |
133.92 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$500k |
|
22k |
23.28 |
|
Broadcom
(AVGO)
|
0.1 |
$500k |
|
1.5k |
330.00 |
|
Ishares Tr Esg Aware Msci
(ESML)
|
0.1 |
$494k |
|
11k |
45.08 |
|
Spdr Series Trust Portfolio S&p600
(SPSM)
|
0.1 |
$463k |
|
10k |
46.32 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$456k |
|
1.5k |
303.79 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.1 |
$429k |
|
2.3k |
189.70 |
|
Lam Research Corp Com New
(LRCX)
|
0.1 |
$402k |
|
3.0k |
133.90 |
|
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.1 |
$396k |
|
3.6k |
110.58 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$390k |
|
1.8k |
215.79 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$389k |
|
15k |
26.34 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.1 |
$379k |
|
13k |
29.11 |
|
Citigroup Com New
(C)
|
0.1 |
$371k |
|
3.7k |
101.49 |
|
Fidelity Comwlth Tr Nasdaq Compsit
(ONEQ)
|
0.1 |
$365k |
|
4.1k |
89.13 |
|
Marsh & McLennan Companies
(MMC)
|
0.1 |
$358k |
|
1.8k |
201.50 |
|
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.1 |
$341k |
|
1.2k |
279.29 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
0.1 |
$335k |
|
3.3k |
100.70 |
|
Nextera Energy
(NEE)
|
0.1 |
$334k |
|
4.4k |
75.49 |
|
Caterpillar
(CAT)
|
0.1 |
$333k |
|
697.00 |
477.15 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$328k |
|
2.8k |
118.83 |
|
Eagle Materials
(EXP)
|
0.1 |
$320k |
|
1.4k |
233.04 |
|
Palantir Technologies Cl A
(PLTR)
|
0.1 |
$316k |
|
1.7k |
182.38 |
|
Costco Wholesale Corporation
(COST)
|
0.1 |
$309k |
|
334.00 |
924.44 |
|
Spdr Series Trust S&p Divid Etf
(SDY)
|
0.1 |
$308k |
|
2.2k |
140.05 |
|
Fidelity National Information Services
(FIS)
|
0.1 |
$298k |
|
4.5k |
65.94 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$292k |
|
2.6k |
112.73 |
|
Eaton Corp SHS
(ETN)
|
0.1 |
$292k |
|
779.00 |
374.38 |
|
TJX Companies
(TJX)
|
0.1 |
$281k |
|
1.9k |
144.54 |
|
UnitedHealth
(UNH)
|
0.1 |
$278k |
|
804.00 |
345.19 |
|
Spdr Series Trust Nyse Tech Etf
(XNTK)
|
0.1 |
$261k |
|
960.00 |
272.23 |
|
Relay Therapeutics
(RLAY)
|
0.1 |
$259k |
|
50k |
5.22 |
|
At&t
(T)
|
0.1 |
$251k |
|
8.9k |
28.24 |
|
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.1 |
$246k |
|
769.00 |
320.04 |
|
Capital One Financial
(COF)
|
0.1 |
$236k |
|
1.1k |
212.58 |
|
Linde SHS
(LIN)
|
0.0 |
$228k |
|
481.00 |
474.57 |
|
Automatic Data Processing
(ADP)
|
0.0 |
$226k |
|
771.00 |
293.35 |
|
Wisdomtree Tr Itl Hdg Qtly Div
(IHDG)
|
0.0 |
$226k |
|
4.9k |
46.08 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$219k |
|
365.00 |
600.37 |
|
Procter & Gamble Company
(PG)
|
0.0 |
$216k |
|
1.4k |
153.69 |
|
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.0 |
$214k |
|
3.1k |
68.46 |
|
Goldman Sachs
(GS)
|
0.0 |
$210k |
|
264.00 |
796.35 |
|
Blackrock
(BLK)
|
0.0 |
$208k |
|
178.00 |
1165.87 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.0 |
$207k |
|
854.00 |
241.96 |
|
Alibaba Group Hldg Sponsored Ads
(BABA)
|
0.0 |
$203k |
|
1.1k |
178.73 |
|
Sap Se Spon Adr
(SAP)
|
0.0 |
$203k |
|
758.00 |
267.21 |
|
C3 Ai Cl A
(AI)
|
0.0 |
$191k |
|
11k |
17.34 |
|
Aurinia Pharmaceuticals
(AUPH)
|
0.0 |
$174k |
|
16k |
11.05 |
|
Ford Motor Company
(F)
|
0.0 |
$121k |
|
10k |
11.96 |
|
Prospect Capital Corporation
(PSEC)
|
0.0 |
$57k |
|
21k |
2.75 |
|
Cassava Sciences
(SAVA)
|
0.0 |
$39k |
|
13k |
2.91 |
|
Actinium Pharmaceuticals
(ATNM)
|
0.0 |
$35k |
|
22k |
1.60 |