|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
25.2 |
$125M |
|
200k |
627.13 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
12.9 |
$64M |
|
1.1M |
58.73 |
|
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
7.3 |
$36M |
|
174k |
209.12 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
7.2 |
$36M |
|
571k |
62.47 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
6.1 |
$30M |
|
91k |
335.27 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
3.5 |
$17M |
|
291k |
59.93 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
3.3 |
$16M |
|
332k |
49.46 |
|
Ea Series Trust Freedom 100 Em
(FRDM)
|
2.9 |
$14M |
|
279k |
51.27 |
|
Vanguard Index Fds Value Etf
(VTV)
|
2.5 |
$13M |
|
66k |
190.99 |
|
Ishares Tr Trust Ishare 0-1
(SHV)
|
2.3 |
$12M |
|
105k |
110.15 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
1.9 |
$9.6M |
|
31k |
314.80 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.9 |
$9.5M |
|
45k |
211.79 |
|
Apple
(AAPL)
|
1.9 |
$9.3M |
|
34k |
271.86 |
|
Meta Platforms Cl A
(META)
|
1.2 |
$5.8M |
|
8.9k |
660.09 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
1.0 |
$5.0M |
|
66k |
75.44 |
|
Ishares Tr 3yrtb Etf
(ISHG)
|
0.9 |
$4.5M |
|
60k |
75.24 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.9 |
$4.3M |
|
6.4k |
681.87 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.8 |
$4.2M |
|
8.9k |
473.30 |
|
Vanguard Wellington Short Trm Tax Ex
(VTES)
|
0.8 |
$4.2M |
|
41k |
101.57 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.8 |
$4.1M |
|
16k |
257.95 |
|
Microsoft Corporation
(MSFT)
|
0.8 |
$4.0M |
|
8.2k |
483.64 |
|
NVIDIA Corporation
(NVDA)
|
0.6 |
$3.1M |
|
17k |
186.50 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.5 |
$2.7M |
|
3.9k |
684.97 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.5 |
$2.5M |
|
20k |
120.96 |
|
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.5 |
$2.4M |
|
33k |
71.62 |
|
Amazon
(AMZN)
|
0.5 |
$2.3M |
|
10k |
230.82 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$2.2M |
|
7.5k |
290.23 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.4 |
$2.1M |
|
24k |
89.46 |
|
Nushares Etf Tr Nuveen Esg Us
(NUBD)
|
0.4 |
$2.1M |
|
94k |
22.36 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$2.0M |
|
6.5k |
313.02 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.4 |
$1.9M |
|
26k |
73.56 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.4 |
$1.8M |
|
17k |
106.70 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.4 |
$1.7M |
|
12k |
141.06 |
|
Abbvie
(ABBV)
|
0.3 |
$1.6M |
|
7.2k |
228.48 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$1.6M |
|
3.3k |
502.65 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.3 |
$1.6M |
|
7.5k |
210.34 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.3 |
$1.3M |
|
9.3k |
143.52 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.3 |
$1.3M |
|
25k |
53.76 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.3 |
$1.3M |
|
8.8k |
148.69 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.3 |
$1.3M |
|
2.1k |
614.26 |
|
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$1.2M |
|
3.8k |
322.21 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$1.1M |
|
5.2k |
219.78 |
|
Eli Lilly & Co.
(LLY)
|
0.2 |
$1.0M |
|
967.00 |
1074.19 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$1.0M |
|
3.2k |
313.80 |
|
Tesla Motors
(TSLA)
|
0.2 |
$885k |
|
2.0k |
449.77 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$878k |
|
2.4k |
373.44 |
|
Assurant
(AIZ)
|
0.2 |
$873k |
|
3.6k |
240.85 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.2 |
$870k |
|
10k |
84.64 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.2 |
$752k |
|
19k |
39.59 |
|
First Ctzns Bancshares Inc D Cl A
(FCNCA)
|
0.1 |
$723k |
|
337.00 |
2146.18 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$682k |
|
10k |
67.22 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$673k |
|
4.8k |
141.13 |
|
Visa Com Cl A
(V)
|
0.1 |
$671k |
|
1.9k |
350.64 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$657k |
|
8.9k |
74.07 |
|
Netflix
(NFLX)
|
0.1 |
$624k |
|
6.7k |
93.76 |
|
Guidewire Software
(GWRE)
|
0.1 |
$591k |
|
2.9k |
201.01 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.1 |
$544k |
|
6.5k |
83.61 |
|
Cisco Systems
(CSCO)
|
0.1 |
$535k |
|
6.9k |
77.02 |
|
Broadcom
(AVGO)
|
0.1 |
$535k |
|
1.5k |
346.19 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$532k |
|
22k |
24.04 |
|
Lam Research Corp Com New
(LRCX)
|
0.1 |
$521k |
|
3.0k |
171.18 |
|
Ishares Tr Esg Aware Msci
(ESML)
|
0.1 |
$504k |
|
11k |
45.98 |
|
Spdr Series Trust State Street Spd
(SPSM)
|
0.1 |
$469k |
|
10k |
46.86 |
|
Abbott Laboratories
(ABT)
|
0.1 |
$459k |
|
3.7k |
125.28 |
|
Home Depot
(HD)
|
0.1 |
$432k |
|
1.3k |
343.97 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.1 |
$425k |
|
2.2k |
191.56 |
|
Citigroup Com New
(C)
|
0.1 |
$422k |
|
3.6k |
116.68 |
|
Relay Therapeutics
(RLAY)
|
0.1 |
$420k |
|
50k |
8.46 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$417k |
|
1.4k |
305.52 |
|
American Express Company
(AXP)
|
0.1 |
$412k |
|
1.1k |
369.82 |
|
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.1 |
$407k |
|
3.6k |
113.72 |
|
Caterpillar
(CAT)
|
0.1 |
$403k |
|
704.00 |
572.87 |
|
Ishares Bitcoin Trust Etf Shs Ben Int
(IBIT)
|
0.1 |
$403k |
|
8.1k |
49.65 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.1 |
$386k |
|
13k |
29.61 |
|
Fidelity Comwlth Tr Nasdaq Compsit
(ONEQ)
|
0.1 |
$375k |
|
4.1k |
91.40 |
|
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.1 |
$371k |
|
1.2k |
303.89 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$363k |
|
14k |
26.91 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.1 |
$363k |
|
7.5k |
48.32 |
|
Nextera Energy
(NEE)
|
0.1 |
$337k |
|
4.2k |
80.27 |
|
Marsh & McLennan Companies
|
0.1 |
$334k |
|
1.8k |
185.49 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$332k |
|
2.8k |
120.18 |
|
TJX Companies
(TJX)
|
0.1 |
$314k |
|
2.0k |
153.61 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$310k |
|
2.6k |
120.33 |
|
Palantir Technologies Cl A
(PLTR)
|
0.1 |
$308k |
|
1.7k |
177.71 |
|
At&t
(T)
|
0.1 |
$306k |
|
12k |
24.84 |
|
Spdr Series Trust State Street Spd
(SDY)
|
0.1 |
$306k |
|
2.2k |
139.16 |
|
Eagle Materials
(EXP)
|
0.1 |
$284k |
|
1.4k |
206.68 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
0.1 |
$284k |
|
2.8k |
100.38 |
|
Costco Wholesale Corporation
(COST)
|
0.1 |
$274k |
|
318.00 |
861.17 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$267k |
|
548.00 |
487.92 |
|
Spdr Series Trust State Street Spd
(XNTK)
|
0.1 |
$267k |
|
960.00 |
277.88 |
|
UnitedHealth
(UNH)
|
0.1 |
$260k |
|
789.00 |
330.01 |
|
Capital One Financial
(COF)
|
0.1 |
$258k |
|
1.1k |
242.36 |
|
Aurinia Pharmaceuticals
(AUPH)
|
0.1 |
$250k |
|
16k |
15.95 |
|
Eaton Corp SHS
(ETN)
|
0.0 |
$229k |
|
719.00 |
318.63 |
|
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.0 |
$226k |
|
700.00 |
323.01 |
|
Morgan Stanley Com New
(MS)
|
0.0 |
$219k |
|
1.2k |
177.57 |
|
Verizon Communications
(VZ)
|
0.0 |
$218k |
|
5.4k |
40.73 |
|
Linde SHS
(LIN)
|
0.0 |
$215k |
|
504.00 |
426.02 |
|
Wal-Mart Stores
(WMT)
|
0.0 |
$212k |
|
1.9k |
111.41 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.0 |
$210k |
|
854.00 |
246.16 |
|
Symbotic Class A Com
(SYM)
|
0.0 |
$208k |
|
3.5k |
59.50 |
|
Goldman Sachs
(GS)
|
0.0 |
$207k |
|
235.00 |
879.00 |
|
Procter & Gamble Company
(PG)
|
0.0 |
$206k |
|
1.4k |
143.31 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.0 |
$205k |
|
7.2k |
28.48 |
|
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.0 |
$204k |
|
2.9k |
69.67 |
|
Putnam Etf Trust Franklin Ny Muni
(FTNY)
|
0.0 |
$163k |
|
21k |
7.84 |
|
C3 Ai Cl A
(AI)
|
0.0 |
$146k |
|
11k |
13.48 |
|
Ford Motor Company
(F)
|
0.0 |
$136k |
|
10k |
13.12 |
|
Prospect Capital Corporation
(PSEC)
|
0.0 |
$53k |
|
21k |
2.59 |
|
Actinium Pharmaceuticals
(ATNM)
|
0.0 |
$30k |
|
22k |
1.36 |
|
Cassava Sciences
(SAVA)
|
0.0 |
$27k |
|
13k |
1.98 |