|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
14.9 |
$27M |
|
383k |
71.25 |
|
Microsoft Corporation
(MSFT)
|
6.3 |
$12M |
|
31k |
373.02 |
|
Ishares Core Msci Emkt
(IEMG)
|
5.4 |
$9.9M |
|
119k |
82.84 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
5.3 |
$9.7M |
|
78k |
124.17 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
4.6 |
$8.4M |
|
167k |
50.58 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
4.6 |
$8.4M |
|
35k |
242.43 |
|
Amazon
(AMZN)
|
4.5 |
$8.2M |
|
34k |
238.34 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
4.0 |
$7.3M |
|
20k |
370.05 |
|
Apple
(AAPL)
|
3.6 |
$6.6M |
|
23k |
289.35 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
3.1 |
$5.7M |
|
113k |
50.23 |
|
Vanguard Index Fds Value Etf
(VTV)
|
3.0 |
$5.4M |
|
25k |
217.93 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.8 |
$5.1M |
|
85k |
59.69 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.8 |
$5.1M |
|
51k |
98.98 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
2.6 |
$4.8M |
|
47k |
103.88 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
2.3 |
$4.3M |
|
10k |
409.50 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
2.1 |
$3.8M |
|
11k |
353.33 |
|
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
2.1 |
$3.8M |
|
35k |
109.07 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
1.9 |
$3.6M |
|
9.8k |
365.70 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
1.9 |
$3.5M |
|
40k |
86.14 |
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
1.7 |
$3.1M |
|
16k |
197.60 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
1.7 |
$3.1M |
|
8.7k |
357.38 |
|
NVIDIA Corporation
(NVDA)
|
1.6 |
$2.9M |
|
14k |
200.09 |
|
Meta Platforms Cl A
(META)
|
1.3 |
$2.4M |
|
4.2k |
563.29 |
|
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.3 |
$2.3M |
|
101k |
23.13 |
|
Ishares Tr Core Intl Aggr
(IAGG)
|
1.1 |
$2.1M |
|
41k |
50.60 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
1.0 |
$1.8M |
|
62k |
28.96 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.9 |
$1.6M |
|
3.2k |
500.39 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.8 |
$1.5M |
|
2.00 |
748850.00 |
|
Vanguard Admiral Fds 500 Val Idx Fd
(VOOV)
|
0.8 |
$1.4M |
|
6.5k |
219.21 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.7 |
$1.3M |
|
16k |
82.65 |
|
Vanguard Admiral Fds 500 Grth Idx F
(VOOG)
|
0.6 |
$1.1M |
|
14k |
82.62 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.6 |
$1.1M |
|
10k |
107.62 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.6 |
$1.0M |
|
12k |
85.49 |
|
Broadcom
(AVGO)
|
0.5 |
$876k |
|
2.3k |
377.68 |
|
Tesla Motors
(TSLA)
|
0.4 |
$826k |
|
2.0k |
420.60 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.4 |
$793k |
|
1.2k |
687.04 |
|
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.4 |
$701k |
|
4.3k |
164.60 |
|
Eli Lilly & Co.
(LLY)
|
0.4 |
$650k |
|
542.00 |
1199.80 |
|
Applied Materials
(AMAT)
|
0.3 |
$604k |
|
835.00 |
723.00 |
|
Taiwan Semiconductor Manufac Sponsored Ads
(TSM)
|
0.3 |
$593k |
|
1.2k |
477.57 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.3 |
$547k |
|
5.7k |
96.58 |
|
Netflix
(NFLX)
|
0.3 |
$513k |
|
7.2k |
71.40 |
|
Booking Holdings
(BKNG)
|
0.3 |
$502k |
|
2.8k |
178.24 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.3 |
$475k |
|
5.9k |
80.57 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$471k |
|
6.4k |
73.42 |
|
Micron Technology
(MU)
|
0.2 |
$426k |
|
369.00 |
1154.29 |
|
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$403k |
|
1.2k |
327.28 |
|
Costco Wholesale Corporation
(COST)
|
0.2 |
$394k |
|
421.00 |
935.09 |
|
Wal-Mart Stores
(WMT)
|
0.2 |
$362k |
|
3.2k |
113.28 |
|
Exxon Mobil Corporation
(XOM)
|
0.2 |
$359k |
|
2.6k |
136.72 |
|
Cisco Systems
(CSCO)
|
0.2 |
$357k |
|
3.0k |
117.46 |
|
Visa Com Cl A
(V)
|
0.2 |
$347k |
|
1.0k |
343.22 |
|
Ishares Tr S&P SML 600 GWT
(IJT)
|
0.2 |
$335k |
|
1.9k |
178.60 |
|
salesforce
(CRM)
|
0.2 |
$334k |
|
2.1k |
156.65 |
|
Advanced Micro Devices
(AMD)
|
0.2 |
$285k |
|
490.00 |
580.91 |
|
Grayscale Bitcoin Trust Etf Shs Rep Com Ut
(GBTC)
|
0.2 |
$284k |
|
6.2k |
45.52 |
|
Etf Ser Solutions Bahl Ga Grow Etf
(BGIG)
|
0.2 |
$281k |
|
7.8k |
35.89 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$265k |
|
9.6k |
27.70 |
|
Rocket Cos Com Cl A
(RKT)
|
0.1 |
$263k |
|
17k |
15.75 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
0.1 |
$258k |
|
345.00 |
746.96 |
|
Starbucks Corporation
(SBUX)
|
0.1 |
$248k |
|
2.4k |
102.19 |
|
American Express Company
(AXP)
|
0.1 |
$242k |
|
715.00 |
338.25 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$231k |
|
2.8k |
83.74 |
|
Schwab Strategic Tr Mun Bd Etf
(SCMB)
|
0.1 |
$230k |
|
8.9k |
25.82 |
|
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$223k |
|
434.00 |
513.73 |
|
Xpo Logistics Inc equity
(XPO)
|
0.1 |
$223k |
|
1.1k |
205.29 |
|
Johnson & Johnson
(JNJ)
|
0.1 |
$222k |
|
873.00 |
253.90 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.1 |
$209k |
|
4.3k |
48.43 |
|
C4 Therapeutics Com Stk
(CCCC)
|
0.0 |
$60k |
|
13k |
4.67 |
|
Fate Therapeutics
(FATE)
|
0.0 |
$27k |
|
10k |
2.70 |
|
Quantum Si Com Cl A
(QSI)
|
0.0 |
$27k |
|
30k |
0.89 |
|
Tenaya Therapeutics
(TNYA)
|
0.0 |
$11k |
|
15k |
0.74 |