Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
29.5 |
$27M |
|
126k |
212.94 |
Apple
(AAPL)
|
10.1 |
$9.2M |
|
79k |
115.80 |
Pepsi
(PEP)
|
8.9 |
$8.1M |
|
59k |
138.60 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
7.0 |
$6.4M |
|
61k |
104.06 |
Ishares Tr Tips Bd Etf
(TIP)
|
5.3 |
$4.8M |
|
38k |
126.49 |
Costco Wholesale Corporation
(COST)
|
4.2 |
$3.8M |
|
11k |
355.04 |
Home Depot
(HD)
|
4.2 |
$3.8M |
|
14k |
277.70 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
3.8 |
$3.4M |
|
41k |
83.05 |
Microsoft Corporation
(MSFT)
|
3.3 |
$3.0M |
|
14k |
210.30 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.9 |
$2.6M |
|
22k |
118.08 |
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk
(ITOT)
|
2.9 |
$2.6M |
|
35k |
75.50 |
Ishares Tr TRS FLT RT BD
(TFLO)
|
1.9 |
$1.8M |
|
35k |
50.29 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
1.7 |
$1.5M |
|
19k |
80.62 |
Ishares Trust Core Msci Eafe Etf Core Msci Eafe
(IEFA)
|
1.5 |
$1.4M |
|
23k |
60.29 |
Amazon
(AMZN)
|
1.2 |
$1.1M |
|
348.00 |
3149.43 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.9 |
$862k |
|
11k |
79.96 |
Yum! Brands
(YUM)
|
0.9 |
$791k |
|
8.7k |
91.32 |
FedEx Corporation
(FDX)
|
0.6 |
$554k |
|
2.2k |
251.59 |
Ishares Inc Core Msci Emerging Mkts Etf Core Msci Emkt
(IEMG)
|
0.6 |
$519k |
|
11k |
48.70 |
Ishares Tr Exponential Tech Exponential Tech
(XT)
|
0.5 |
$500k |
|
10k |
48.56 |
Yum China Holdings
(YUMC)
|
0.5 |
$469k |
|
8.9k |
52.98 |
Ishares Tr Core Intl Aggr
(IAGG)
|
0.5 |
$457k |
|
8.2k |
55.67 |
International Business Machines
(IBM)
|
0.5 |
$417k |
|
3.4k |
121.75 |
Uber Technologies
(UBER)
|
0.4 |
$321k |
|
8.8k |
36.53 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.4 |
$320k |
|
1.00 |
320000.00 |
Ishares Tr Cohen&steer Reit
(ICF)
|
0.3 |
$312k |
|
3.1k |
101.93 |
Southwest Airlines
(LUV)
|
0.3 |
$249k |
|
6.6k |
37.50 |
Vanguard Bd Index Total Bnd Mrkt
(BND)
|
0.3 |
$229k |
|
2.6k |
88.25 |
Ishares Tr Usa Esg Slct Etf
(SUSA)
|
0.2 |
$204k |
|
1.4k |
146.76 |
Tesla Motors
(TSLA)
|
0.2 |
$183k |
|
426.00 |
429.58 |
Weingarten Rlty Invs Sh Ben Int
|
0.2 |
$181k |
|
11.00 |
16454.55 |
Vanguard Index Fds Total Stk Mkt Etf Total Stk Mkt
(VTI)
|
0.2 |
$165k |
|
970.00 |
170.10 |
Aon Shs Cl A
|
0.2 |
$153k |
|
741.00 |
206.48 |
Facebook Cl A
(META)
|
0.2 |
$151k |
|
575.00 |
262.61 |
Disney Walt Com Disney
(DIS)
|
0.1 |
$123k |
|
994.00 |
123.74 |
Vanguard Whitehall Fds High Div Yld High Div Yld
(VYM)
|
0.1 |
$120k |
|
1.5k |
80.70 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.1 |
$117k |
|
867.00 |
134.95 |
Ishares Gold Trust Gold Etf
|
0.1 |
$117k |
|
6.5k |
18.00 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$113k |
|
795.00 |
142.14 |
Procter & Gamble Company
(PG)
|
0.1 |
$113k |
|
816.00 |
138.48 |
Vanguard Whitehall Fds Intl High Etf Intl High Etf
(VYMI)
|
0.1 |
$111k |
|
2.1k |
51.82 |
Pfizer
(PFE)
|
0.1 |
$110k |
|
3.0k |
36.64 |
Ishares Tr Ibonds Sep20 Etf
|
0.1 |
$110k |
|
4.3k |
25.58 |
Coca-Cola Company
(KO)
|
0.1 |
$102k |
|
2.1k |
49.18 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$96k |
|
1.9k |
50.39 |
Manulife Finl Corp
(MFC)
|
0.1 |
$96k |
|
6.9k |
13.87 |
Johnson & Johnson
(JNJ)
|
0.1 |
$94k |
|
633.00 |
148.50 |
Pimco Etf Tr 1-5 Us Tip Idx
(STPZ)
|
0.1 |
$88k |
|
1.6k |
53.79 |
CSX Corporation
(CSX)
|
0.1 |
$85k |
|
1.1k |
77.34 |
Wal-Mart Stores
(WMT)
|
0.1 |
$84k |
|
602.00 |
139.53 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$84k |
|
2.5k |
34.23 |
Boeing Company
(BA)
|
0.1 |
$83k |
|
500.00 |
166.00 |
Cummins
(CMI)
|
0.1 |
$76k |
|
358.00 |
212.29 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$71k |
|
382.00 |
185.86 |
American Tower Reit
(AMT)
|
0.1 |
$62k |
|
255.00 |
243.14 |
Intel Corporation
(INTC)
|
0.1 |
$61k |
|
1.2k |
51.83 |
SPDR S&P 500 Tr Unit
(SPY)
|
0.1 |
$59k |
|
175.00 |
337.14 |
Target Corporation
(TGT)
|
0.1 |
$57k |
|
360.00 |
158.33 |
Vanguard Bd Index Intermed Term
(BIV)
|
0.1 |
$50k |
|
539.00 |
92.76 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$50k |
|
113.00 |
442.48 |
Union Pacific Corporation
(UNP)
|
0.1 |
$46k |
|
234.00 |
196.58 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.0 |
$45k |
|
302.00 |
149.01 |
Emerson Electric
(EMR)
|
0.0 |
$44k |
|
675.00 |
65.19 |
Ishares Tr U.s. Real Es Etf
(IYR)
|
0.0 |
$43k |
|
541.00 |
79.48 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$42k |
|
705.00 |
59.57 |
Crown Castle Intl
(CCI)
|
0.0 |
$42k |
|
253.00 |
166.01 |
Isahres Russell 3000 Etf Russell 3000 Etf
(IWV)
|
0.0 |
$41k |
|
210.00 |
195.24 |
Chevron Corporation
(CVX)
|
0.0 |
$40k |
|
549.00 |
72.86 |
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.0 |
$39k |
|
660.00 |
59.09 |
Ishares Msci Switzerland Etf Msci Switzerland
(EWL)
|
0.0 |
$38k |
|
933.00 |
40.73 |
McDonald's Corporation
(MCD)
|
0.0 |
$36k |
|
166.00 |
216.87 |
Ishares Global Reit Etf Global Reit Etf
|
0.0 |
$33k |
|
1.6k |
21.29 |
Vanguard World Fds Health Car Etf
(VHT)
|
0.0 |
$32k |
|
155.00 |
206.45 |
Baxter International
(BAX)
|
0.0 |
$31k |
|
387.00 |
80.10 |
Bruker Corporation
(BRKR)
|
0.0 |
$30k |
|
765.00 |
39.22 |
Novo-nordisk A S Adr
(NVO)
|
0.0 |
$30k |
|
437.00 |
68.65 |
Waters Corporation
(WAT)
|
0.0 |
$30k |
|
154.00 |
194.81 |
Shopify Cl A
(SHOP)
|
0.0 |
$29k |
|
28.00 |
1035.71 |
Loews Corporation
(L)
|
0.0 |
$28k |
|
804.00 |
34.83 |
Ishares Tr Ibonds Dec2021
|
0.0 |
$26k |
|
1.0k |
25.69 |
Archer Daniels Midland Company
(ADM)
|
0.0 |
$24k |
|
519.00 |
46.24 |
Brinker International
(EAT)
|
0.0 |
$24k |
|
566.00 |
42.40 |
At&t
(T)
|
0.0 |
$22k |
|
736.00 |
29.89 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.0 |
$21k |
|
406.00 |
51.72 |
Hp
(HPQ)
|
0.0 |
$20k |
|
1.0k |
19.36 |
Altria
(MO)
|
0.0 |
$19k |
|
500.00 |
38.00 |
Philip Morris International
(PM)
|
0.0 |
$19k |
|
250.00 |
76.00 |
Royal Dutch Shell A Spons Adr A
|
0.0 |
$19k |
|
741.00 |
25.64 |
Verizon Communications
(VZ)
|
0.0 |
$18k |
|
300.00 |
60.00 |
Oracle Corporation
(ORCL)
|
0.0 |
$18k |
|
307.00 |
58.63 |
3M Company
(MMM)
|
0.0 |
$17k |
|
107.00 |
158.88 |
JPMorgan Chase & Co.
(JPM)
|
0.0 |
$15k |
|
155.00 |
96.77 |
Ishares Tr Msci Lw Crb Tg
(CRBN)
|
0.0 |
$15k |
|
117.00 |
128.21 |
Invesco Exchange Traded Fd Tr S&p500 Pur Gwt S&p500 Pur Gwt
(RPG)
|
0.0 |
$13k |
|
92.00 |
141.30 |
Wells Fargo & Company
(WFC)
|
0.0 |
$12k |
|
519.00 |
23.12 |
Zoom Video Communications In Cl A
(ZM)
|
0.0 |
$12k |
|
26.00 |
461.54 |
Teladoc
(TDOC)
|
0.0 |
$11k |
|
51.00 |
215.69 |
Vanguard Tax-managed Fds Ftse Dev Mkt Etf Ftse Dev Mkt Etf
(VEA)
|
0.0 |
$11k |
|
271.00 |
40.59 |
Ringcentral Inc-class A Cl A
(RNG)
|
0.0 |
$10k |
|
36.00 |
277.78 |
Vanguard Index Fds Midcap Growth Index Viper Mcap Gr Idxvip
(VOT)
|
0.0 |
$10k |
|
57.00 |
175.44 |
Mondelez Intl Cl A
(MDLZ)
|
0.0 |
$10k |
|
179.00 |
55.87 |
New York Times Co Cl A Cl A
(NYT)
|
0.0 |
$10k |
|
232.00 |
43.10 |
Slack Com Cl A
|
0.0 |
$9.0k |
|
345.00 |
26.09 |
Hewlett Packard Enterprise
(HPE)
|
0.0 |
$9.0k |
|
1.0k |
8.91 |
Nike Inc Class B CL B
(NKE)
|
0.0 |
$9.0k |
|
71.00 |
126.76 |
Blackline
(BL)
|
0.0 |
$9.0k |
|
100.00 |
90.00 |
Vanguard Index Fds Mid-cap Value Index Viper Mcap Vl Idxvip
(VOE)
|
0.0 |
$9.0k |
|
88.00 |
102.27 |
Square Inc Cl A Cl A
(SQ)
|
0.0 |
$7.0k |
|
44.00 |
159.09 |
Merck & Co
(MRK)
|
0.0 |
$7.0k |
|
86.00 |
81.40 |
Proshares Tr Ii Ulta Blmbg 2017
(UCO)
|
0.0 |
$7.0k |
|
233.00 |
30.04 |
Etf Managers Tr Etho Climate Lea Etho Climate Lea
|
0.0 |
$6.0k |
|
131.00 |
45.80 |
Ishares Tr S&p Cap 600 Growth Etf S&P SML 600 GWT
(IJT)
|
0.0 |
$5.0k |
|
27.00 |
185.19 |
General Electric Company
|
0.0 |
$5.0k |
|
800.00 |
6.25 |
Cisco Systems
(CSCO)
|
0.0 |
$5.0k |
|
128.00 |
39.06 |
Alphabet Inc Cap Stk Cl C Cap Stk Cl C
(GOOG)
|
0.0 |
$4.0k |
|
3.00 |
1333.33 |
Discover Financial Services
(DFS)
|
0.0 |
$3.0k |
|
54.00 |
55.56 |
Invesco Exchange-traded Fd Tr S&p Smlcp Low S&p Smlcp Low
(XSLV)
|
0.0 |
$3.0k |
|
103.00 |
29.13 |
Netflix
(NFLX)
|
0.0 |
$1.0k |
|
2.00 |
500.00 |
Alphabet Inc Cap Stk Cl A Cap Stk Cl A
(GOOGL)
|
0.0 |
$1.0k |
|
1.00 |
1000.00 |
Cemex Sab De Cv Spon Adr New
(CX)
|
0.0 |
$0 |
|
100.00 |
0.00 |
Duke Energy Corp Com New
(DUK)
|
0.0 |
$0 |
|
1.00 |
0.00 |
Twitter
|
0.0 |
$0 |
|
1.00 |
0.00 |
Cara Therapeutics
(CARA)
|
0.0 |
$0 |
|
1.00 |
0.00 |
Global X Fds Rbtcs Artfl Inte Rbtcs Artfl Inte
(BOTZ)
|
0.0 |
$0 |
|
4.00 |
0.00 |