|
NVIDIA Corporation
(NVDA)
|
6.7 |
$15M |
|
134k |
108.38 |
|
Costco Wholesale Corporation
(COST)
|
6.5 |
$14M |
|
15k |
945.75 |
|
Apple
(AAPL)
|
6.2 |
$14M |
|
61k |
222.13 |
|
Amazon
(AMZN)
|
5.9 |
$13M |
|
68k |
190.26 |
|
Eli Lilly & Co.
(LLY)
|
5.9 |
$13M |
|
16k |
825.91 |
|
Broadcom
(AVGO)
|
5.8 |
$13M |
|
76k |
167.43 |
|
Visa Com Cl A
(V)
|
5.6 |
$12M |
|
35k |
350.46 |
|
Netflix
(NFLX)
|
5.0 |
$11M |
|
12k |
932.53 |
|
Spotify Technology S A SHS
(SPOT)
|
4.6 |
$10M |
|
18k |
550.03 |
|
Servicenow
(NOW)
|
3.5 |
$7.8M |
|
9.7k |
796.14 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
3.4 |
$7.5M |
|
49k |
154.64 |
|
Boston Scientific Corporation
(BSX)
|
3.4 |
$7.5M |
|
74k |
100.88 |
|
Microsoft Corporation
(MSFT)
|
3.2 |
$7.1M |
|
19k |
375.39 |
|
Tesla Motors
(TSLA)
|
3.2 |
$6.9M |
|
27k |
259.16 |
|
Fortinet
(FTNT)
|
3.2 |
$6.9M |
|
72k |
96.26 |
|
Meta Platforms Cl A
(META)
|
3.2 |
$6.9M |
|
12k |
576.36 |
|
Ge Aerospace Com New
(GE)
|
2.9 |
$6.3M |
|
32k |
200.15 |
|
Doordash Cl A
(DASH)
|
2.7 |
$5.8M |
|
32k |
182.77 |
|
Docusign
(DOCU)
|
2.4 |
$5.2M |
|
64k |
81.40 |
|
Alibaba Group Hldg Sponsored Ads
(BABA)
|
2.4 |
$5.2M |
|
39k |
132.23 |
|
Fair Isaac Corporation
(FICO)
|
2.4 |
$5.2M |
|
2.8k |
1844.16 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.1 |
$4.7M |
|
8.3k |
559.38 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
1.1 |
$2.3M |
|
4.9k |
468.94 |
|
TJX Companies
(TJX)
|
0.9 |
$1.9M |
|
15k |
121.80 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.8 |
$1.8M |
|
6.7k |
274.84 |
|
Gilead Sciences
(GILD)
|
0.8 |
$1.7M |
|
15k |
112.05 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.7 |
$1.6M |
|
2.00 |
798441.50 |
|
Apollo Global Mgmt
(APO)
|
0.7 |
$1.5M |
|
11k |
136.94 |
|
Trane Technologies SHS
(TT)
|
0.7 |
$1.4M |
|
4.3k |
336.92 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.6 |
$1.3M |
|
3.6k |
361.09 |
|
Equinix
(EQIX)
|
0.5 |
$1.0M |
|
1.3k |
815.35 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.3 |
$735k |
|
13k |
58.35 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.3 |
$678k |
|
3.4k |
199.49 |
|
Verisk Analytics
(VRSK)
|
0.3 |
$645k |
|
2.2k |
297.62 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.2 |
$513k |
|
5.2k |
98.92 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.2 |
$492k |
|
20k |
25.04 |
|
Chevron Corporation
(CVX)
|
0.2 |
$432k |
|
2.6k |
167.29 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$424k |
|
2.7k |
156.23 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$385k |
|
685.00 |
561.90 |
|
Invesco Exchange Traded Fd T Rafi Us 1000 Etf
(PRF)
|
0.2 |
$344k |
|
8.5k |
40.41 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.2 |
$343k |
|
6.7k |
51.49 |
|
Wal-Mart Stores
(WMT)
|
0.1 |
$263k |
|
3.0k |
87.79 |
|
McKesson Corporation
(MCK)
|
0.1 |
$222k |
|
330.00 |
672.99 |
|
Bank of America Corporation
(BAC)
|
0.1 |
$220k |
|
5.3k |
41.73 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.1 |
$196k |
|
640.00 |
306.74 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$144k |
|
1.8k |
81.73 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$143k |
|
268.00 |
532.58 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$138k |
|
6.2k |
22.08 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.1 |
$130k |
|
5.0k |
26.20 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.1 |
$116k |
|
448.00 |
258.73 |
|
Ishares Tr Russell 3000 Etf
(IWV)
|
0.0 |
$93k |
|
293.00 |
317.64 |
|
Ishares Tr 7-10 Yr Trsy Bd
(IEF)
|
0.0 |
$67k |
|
704.00 |
95.37 |
|
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.0 |
$66k |
|
725.00 |
91.03 |
|
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.0 |
$65k |
|
597.00 |
108.69 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.0 |
$38k |
|
1.4k |
26.58 |
|
Invesco Exchange Traded Fd T S&p500 Pur Gwt
(RPG)
|
0.0 |
$34k |
|
900.00 |
38.25 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.0 |
$33k |
|
1.5k |
21.53 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.0 |
$21k |
|
123.00 |
173.23 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.0 |
$18k |
|
907.00 |
19.78 |
|
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.0 |
$11k |
|
128.00 |
85.07 |
|
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$8.6k |
|
57.00 |
150.98 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.0 |
$6.5k |
|
278.00 |
23.43 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$6.3k |
|
17.00 |
370.82 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.0 |
$1.0k |
|
37.00 |
27.05 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.0 |
$414.000000 |
|
15.00 |
27.60 |