Vanguard Index Fds Total Stk Mkt
(VTI)
|
16.2 |
$43M |
|
162k |
267.51 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
10.0 |
$27M |
|
541k |
49.42 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
6.9 |
$19M |
|
46k |
406.80 |
Apple
(AAPL)
|
6.1 |
$16M |
|
78k |
210.62 |
Vanguard Index Fds Small Cp Etf
(VB)
|
3.7 |
$10M |
|
46k |
218.04 |
Wisdomtree Tr Us Qtly Div Grt
(DGRW)
|
3.5 |
$9.4M |
|
121k |
78.05 |
Ishares Tr Msci Eafe Etf
(EFA)
|
3.5 |
$9.2M |
|
118k |
78.33 |
Ishares Tr Core Div Grwth
(DGRO)
|
3.4 |
$9.0M |
|
156k |
57.61 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
3.0 |
$8.0M |
|
136k |
58.64 |
Ishares Msci Emrg Chn
(EMXC)
|
2.6 |
$6.9M |
|
117k |
59.20 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
2.5 |
$6.7M |
|
13k |
500.12 |
Microsoft Corporation
(MSFT)
|
2.3 |
$6.3M |
|
14k |
446.95 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.3 |
$6.1M |
|
13k |
479.11 |
Invesco Exch Trd Slf Idx Rusl 1000 Dynm
(OMFL)
|
1.7 |
$4.6M |
|
87k |
52.49 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
1.7 |
$4.5M |
|
53k |
83.96 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
1.6 |
$4.2M |
|
44k |
96.62 |
Costco Wholesale Corporation
(COST)
|
1.3 |
$3.4M |
|
4.0k |
849.89 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
1.2 |
$3.3M |
|
29k |
112.63 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.2 |
$3.2M |
|
18k |
182.15 |
Ishares Core Msci Emkt
(IEMG)
|
1.2 |
$3.1M |
|
58k |
53.53 |
Tesla Motors
(TSLA)
|
1.0 |
$2.7M |
|
14k |
197.88 |
Exxon Mobil Corporation
(XOM)
|
0.9 |
$2.4M |
|
21k |
115.12 |
Amazon
(AMZN)
|
0.9 |
$2.4M |
|
12k |
193.25 |
NVIDIA Corporation
(NVDA)
|
0.8 |
$2.3M |
|
18k |
123.54 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.8 |
$2.1M |
|
25k |
83.76 |
Netflix
(NFLX)
|
0.8 |
$2.1M |
|
3.1k |
674.88 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.7 |
$2.0M |
|
11k |
183.43 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.7 |
$1.9M |
|
27k |
69.35 |
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.6 |
$1.7M |
|
30k |
56.68 |
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$1.7M |
|
8.4k |
202.26 |
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.6 |
$1.6M |
|
29k |
57.27 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.6 |
$1.6M |
|
8.7k |
182.55 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$1.4M |
|
2.6k |
544.14 |
Bank of America Corporation
(BAC)
|
0.5 |
$1.3M |
|
33k |
39.77 |
Visa Com Cl A
(V)
|
0.5 |
$1.3M |
|
4.9k |
262.49 |
Pepsi
(PEP)
|
0.5 |
$1.2M |
|
7.3k |
164.92 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.4 |
$1.2M |
|
18k |
64.95 |
Eli Lilly & Co.
(LLY)
|
0.4 |
$1.1M |
|
1.2k |
905.41 |
S&p Global
(SPGI)
|
0.4 |
$966k |
|
2.2k |
446.01 |
J P Morgan Exchange Traded F Nasdaq Eqt Prem
(JEPQ)
|
0.4 |
$965k |
|
17k |
55.50 |
Walt Disney Company
(DIS)
|
0.3 |
$934k |
|
9.4k |
99.28 |
Merck & Co
(MRK)
|
0.3 |
$870k |
|
7.0k |
123.80 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.3 |
$869k |
|
27k |
32.24 |
Vanguard Index Fds Value Etf
(VTV)
|
0.3 |
$841k |
|
5.2k |
160.41 |
Meta Platforms Cl A
(META)
|
0.3 |
$808k |
|
1.6k |
504.12 |
First Tr Exchange Traded Materials Alph
(FXZ)
|
0.3 |
$773k |
|
12k |
64.82 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.3 |
$733k |
|
3.6k |
202.91 |
Chevron Corporation
(CVX)
|
0.3 |
$732k |
|
4.7k |
156.44 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.3 |
$724k |
|
3.0k |
242.06 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.3 |
$690k |
|
1.9k |
364.46 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.2 |
$651k |
|
9.0k |
72.05 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$631k |
|
6.3k |
100.39 |
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.2 |
$614k |
|
16k |
39.27 |
Home Depot
(HD)
|
0.2 |
$604k |
|
1.8k |
344.32 |
Carrier Global Corporation
(CARR)
|
0.2 |
$572k |
|
9.1k |
63.08 |
UnitedHealth
(UNH)
|
0.2 |
$534k |
|
1.0k |
509.24 |
Procter & Gamble Company
(PG)
|
0.2 |
$521k |
|
3.2k |
164.91 |
ConocoPhillips
(COP)
|
0.2 |
$497k |
|
4.3k |
114.37 |
Johnson & Johnson
(JNJ)
|
0.2 |
$489k |
|
3.3k |
146.17 |
Otis Worldwide Corp
(OTIS)
|
0.2 |
$476k |
|
4.9k |
96.26 |
Ishares Tr Select Divid Etf
(DVY)
|
0.2 |
$475k |
|
3.9k |
120.97 |
Applied Materials
(AMAT)
|
0.2 |
$453k |
|
1.9k |
236.03 |
Ishares Tr Msci Lw Crb Tg
(CRBN)
|
0.2 |
$451k |
|
2.5k |
183.25 |
Macerich Company
(MAC)
|
0.2 |
$439k |
|
28k |
15.44 |
Cohen & Steers infrastucture Fund
(UTF)
|
0.2 |
$437k |
|
19k |
22.48 |
Novo-nordisk A S Adr
(NVO)
|
0.2 |
$424k |
|
3.0k |
142.74 |
Abbvie
(ABBV)
|
0.2 |
$408k |
|
2.4k |
171.50 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$399k |
|
10k |
39.16 |
Broadcom
(AVGO)
|
0.1 |
$368k |
|
229.00 |
1605.65 |
Cisco Systems
(CSCO)
|
0.1 |
$356k |
|
7.5k |
47.51 |
Ishares Tr Esg Eafe Etf
(DMXF)
|
0.1 |
$349k |
|
5.2k |
67.43 |
McDonald's Corporation
(MCD)
|
0.1 |
$348k |
|
1.4k |
254.89 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$347k |
|
649.00 |
535.08 |
Abbott Laboratories
(ABT)
|
0.1 |
$347k |
|
3.3k |
103.92 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$347k |
|
5.5k |
62.87 |
Ecolab
(ECL)
|
0.1 |
$346k |
|
1.5k |
238.00 |
General Electric Com New
(GE)
|
0.1 |
$344k |
|
2.2k |
159.00 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$344k |
|
3.2k |
106.67 |
Direxion Shs Etf Tr Nas100 Eql Wgt
(QQQE)
|
0.1 |
$339k |
|
3.8k |
88.73 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$333k |
|
2.8k |
118.62 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$332k |
|
849.00 |
391.01 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.1 |
$331k |
|
1.9k |
173.81 |
Hershey Company
(HSY)
|
0.1 |
$326k |
|
1.8k |
183.83 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.1 |
$319k |
|
2.9k |
108.71 |
Ishares Tr Esg Msci Usa Etf
(USXF)
|
0.1 |
$316k |
|
6.8k |
46.58 |
Caterpillar
(CAT)
|
0.1 |
$311k |
|
934.00 |
333.08 |
Qualcomm
(QCOM)
|
0.1 |
$301k |
|
1.5k |
199.24 |
Union Pacific Corporation
(UNP)
|
0.1 |
$300k |
|
1.3k |
226.27 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$298k |
|
5.1k |
58.52 |
Colgate-Palmolive Company
(CL)
|
0.1 |
$290k |
|
3.0k |
97.03 |
Wal-Mart Stores
(WMT)
|
0.1 |
$289k |
|
4.3k |
67.71 |
Lam Research Corporation
(LRCX)
|
0.1 |
$284k |
|
267.00 |
1063.54 |
Fiserv
(FI)
|
0.1 |
$275k |
|
1.8k |
149.04 |
Starbucks Corporation
(SBUX)
|
0.1 |
$274k |
|
3.5k |
77.85 |
Mondelez Intl Cl A
(MDLZ)
|
0.1 |
$268k |
|
4.1k |
65.44 |
Block Cl A
(SQ)
|
0.1 |
$268k |
|
4.1k |
64.49 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$265k |
|
2.9k |
91.15 |
Instructure Hldgs
(INST)
|
0.1 |
$259k |
|
11k |
23.41 |
Progressive Corporation
(PGR)
|
0.1 |
$258k |
|
1.2k |
207.71 |
Lowe's Companies
(LOW)
|
0.1 |
$254k |
|
1.2k |
220.42 |
American Express Company
(AXP)
|
0.1 |
$243k |
|
1.1k |
231.44 |
TJX Companies
(TJX)
|
0.1 |
$241k |
|
2.2k |
110.10 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$238k |
|
1.1k |
226.24 |
Quanta Services
(PWR)
|
0.1 |
$236k |
|
930.00 |
254.09 |
Wells Fargo & Company
(WFC)
|
0.1 |
$236k |
|
4.0k |
59.40 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$232k |
|
417.00 |
555.54 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$227k |
|
1.2k |
194.49 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$221k |
|
1.7k |
127.18 |
Wp Carey
(WPC)
|
0.1 |
$218k |
|
4.0k |
55.05 |
Morgan Stanley Com New
(MS)
|
0.1 |
$215k |
|
2.2k |
97.19 |
First Tr Exchange-traded A Mid Cp Gr Alph
(FNY)
|
0.1 |
$214k |
|
2.9k |
73.58 |
Coca-Cola Company
(KO)
|
0.1 |
$213k |
|
3.3k |
63.66 |
International Business Machines
(IBM)
|
0.1 |
$212k |
|
1.2k |
172.92 |
Ross Stores
|
0.1 |
$209k |
|
1.4k |
145.32 |
EQT Corporation
(EQT)
|
0.1 |
$209k |
|
5.6k |
36.98 |
Norfolk Southern
(NSC)
|
0.1 |
$206k |
|
957.00 |
214.76 |
Anthem
(ELV)
|
0.1 |
$202k |
|
373.00 |
541.86 |
Joby Aviation Common Stock
(JOBY)
|
0.0 |
$54k |
|
11k |
5.10 |