iShares Core S&P 500 Index Fund Exchange Traded Fund
(IVV)
|
26.0 |
$49M |
|
90k |
547.23 |
Invesco Russell 1000 Dynamic Multifactor Exchange Traded Fund
(OMFL)
|
22.9 |
$43M |
|
826k |
52.49 |
JPMorgan Active Growth Exchange Traded Fund
(JGRO)
|
8.7 |
$16M |
|
218k |
75.15 |
JPMorgan Hedged Equity Laddered Overlay Exchange Traded Fund
(HELO)
|
2.8 |
$5.3M |
|
91k |
58.56 |
Vanguard 500 Index Fund Exchange Traded Fund
(VOO)
|
2.7 |
$5.2M |
|
10k |
500.13 |
iShares Core MSCI EAFE ETF International Equity ETF
(IEFA)
|
2.1 |
$4.1M |
|
56k |
72.64 |
Vanguard Intermediate Term Bond ETF Fixed Income ETF
(BIV)
|
1.9 |
$3.5M |
|
47k |
74.89 |
Microsoft Corp Common Stock
(MSFT)
|
1.8 |
$3.3M |
|
7.4k |
446.95 |
Vanguard Small-Cap Index Fund Exchange Traded Fund
(VB)
|
1.7 |
$3.2M |
|
15k |
218.04 |
Apple Common Stock
(AAPL)
|
1.3 |
$2.4M |
|
11k |
210.62 |
Alphabet Common Stock
(GOOGL)
|
1.2 |
$2.3M |
|
13k |
182.15 |
iShares Russell 1000 Index Fund Exchange Traded Fund
(IWB)
|
1.1 |
$2.1M |
|
7.2k |
297.54 |
NVIDIA Corp Common Stock
(NVDA)
|
1.1 |
$2.1M |
|
17k |
123.54 |
Avantis U.S. Small Cap Value Exchange Traded Fund
(AVUV)
|
1.1 |
$2.1M |
|
23k |
89.72 |
iShares Core MSCI Emerging Markets ETF International Equity ETF
(IEMG)
|
1.0 |
$1.8M |
|
34k |
53.53 |
Visa Common Stock
(V)
|
0.9 |
$1.6M |
|
6.3k |
262.47 |
Amazon Common Stock
(AMZN)
|
0.8 |
$1.5M |
|
7.8k |
193.25 |
UnitedHealth Group Common Stock
(UNH)
|
0.8 |
$1.5M |
|
3.0k |
509.26 |
iShares Core S&P Mid-Cap Index Fund Exchange Traded Fund
(IJH)
|
0.7 |
$1.4M |
|
24k |
58.52 |
iShares MSCI EAFE ETF International Equity ETF
(EFA)
|
0.7 |
$1.4M |
|
17k |
78.33 |
JPMorgan Chase & Co Common Stock
(JPM)
|
0.7 |
$1.3M |
|
6.6k |
202.26 |
Adobe Common Stock
(ADBE)
|
0.7 |
$1.3M |
|
2.3k |
555.54 |
TJX Companies Common Stock
(TJX)
|
0.6 |
$1.2M |
|
11k |
110.10 |
American Century Focused Large Cap Value Exchange Traded Fund
(FLV)
|
0.6 |
$1.2M |
|
19k |
62.53 |
Applied Materials Common Stock
(AMAT)
|
0.6 |
$1.1M |
|
4.8k |
235.99 |
American Express Company Common Stock
(AXP)
|
0.5 |
$1.0M |
|
4.5k |
231.55 |
Invesco Russell 2000 Dynamic Multifactor Exchange Traded Fund
(OMFS)
|
0.5 |
$1.0M |
|
28k |
36.31 |
Mastercard Common Stock
(MA)
|
0.5 |
$978k |
|
2.2k |
441.16 |
PepsiCo Common Stock
(PEP)
|
0.5 |
$965k |
|
5.8k |
164.93 |
Vanguard Mid-Cap Index Fund Exchange Traded Fund
(VO)
|
0.5 |
$946k |
|
3.9k |
242.10 |
Home Depot Common Stock
(HD)
|
0.5 |
$906k |
|
2.6k |
344.24 |
Union Pacific Corp Common Stock
(UNP)
|
0.4 |
$792k |
|
3.5k |
226.26 |
Johnson & Johnson Common Stock
(JNJ)
|
0.4 |
$790k |
|
5.4k |
146.16 |
Walmart Common Stock
(WMT)
|
0.4 |
$784k |
|
12k |
67.71 |
Eli Lilly and Common Stock
(LLY)
|
0.4 |
$769k |
|
849.00 |
905.38 |
Costco Wholesale Corporation Common Stock
(COST)
|
0.4 |
$763k |
|
898.00 |
849.99 |
Vanguard Emerging Markets Stock Index Fund International Equity ETF
(VWO)
|
0.4 |
$762k |
|
17k |
43.76 |
Abbott Laboratories Common Stock
(ABT)
|
0.4 |
$693k |
|
6.7k |
103.91 |
Berkshire Hathaway Inc Del Common Stock
(BRK.B)
|
0.4 |
$692k |
|
1.7k |
406.80 |
Chevron Corp. Common Stock
(CVX)
|
0.4 |
$686k |
|
4.4k |
156.42 |
Exxon Mobil Corp Common Stock
(XOM)
|
0.3 |
$654k |
|
5.7k |
115.12 |
Salesforce Common Stock
(CRM)
|
0.3 |
$612k |
|
2.4k |
257.10 |
Honeywell International Common Stock
(HON)
|
0.3 |
$610k |
|
2.9k |
213.54 |
Mcdonald's Corp Common Stock
(MCD)
|
0.3 |
$592k |
|
2.3k |
254.84 |
Broadcom Common Stock
(AVGO)
|
0.3 |
$564k |
|
351.00 |
1605.53 |
iShares MSCI Emerging Markets ETF International Equity ETF
(EEM)
|
0.3 |
$561k |
|
13k |
42.59 |
Meta Platforms Common Stock
(META)
|
0.3 |
$558k |
|
1.1k |
504.22 |
S&P Global Common Stock
(SPGI)
|
0.3 |
$554k |
|
1.2k |
446.00 |
Netflix Common Stock
(NFLX)
|
0.3 |
$549k |
|
813.00 |
674.88 |
Materials Select Sector SPDR Fund Exchange Traded Fund
(XLB)
|
0.3 |
$543k |
|
6.2k |
88.31 |
Procter & Gamble Common Stock
(PG)
|
0.3 |
$537k |
|
3.3k |
164.92 |
Qualcomm Common Stock
(QCOM)
|
0.3 |
$534k |
|
2.7k |
199.18 |
SPDR Dow Jones Industrial Average ETF Trust Exchange Traded Fund
(DIA)
|
0.3 |
$531k |
|
1.4k |
391.13 |
Travelers Companies Common Stock
(TRV)
|
0.3 |
$521k |
|
2.6k |
203.34 |
Caterpillar Common Stock
(CAT)
|
0.3 |
$503k |
|
1.5k |
333.10 |
T-mobile Us Common Stock
(TMUS)
|
0.3 |
$501k |
|
2.8k |
176.18 |
ServiceNow Common Stock
(NOW)
|
0.3 |
$484k |
|
615.00 |
786.67 |
Amgen Common Stock
(AMGN)
|
0.3 |
$481k |
|
1.5k |
312.45 |
RTX Corporation Common Stock
(RTX)
|
0.3 |
$480k |
|
4.8k |
100.39 |
Real Estate Select Sector SPDR Fund Exchange Traded Fund
(XLRE)
|
0.2 |
$455k |
|
12k |
38.41 |
Utilities Select Sector SPDR Fund Exchange Traded Fund
(XLU)
|
0.2 |
$428k |
|
6.3k |
68.14 |
Eaton Corp Int'l Common Stock
(ETN)
|
0.2 |
$415k |
|
1.3k |
313.55 |
Tesla Common Stock
(TSLA)
|
0.2 |
$414k |
|
2.1k |
197.88 |
Vanguard Short-Term Corporate Bond Idx Fixed Income ETF
(VCSH)
|
0.2 |
$405k |
|
5.2k |
77.28 |
Oracle Corp Common Stock
(ORCL)
|
0.2 |
$401k |
|
2.8k |
141.20 |
Fidelity Enhanced International International Equity ETF
(FENI)
|
0.2 |
$393k |
|
14k |
28.34 |
Progressive Corp Common Stock
(PGR)
|
0.2 |
$346k |
|
1.7k |
207.71 |
Walt Disney Common Stock
(DIS)
|
0.2 |
$332k |
|
3.3k |
99.29 |
Verizon Communications Common Stock
(VZ)
|
0.2 |
$296k |
|
7.2k |
41.24 |
Thermo Fisher Scientific Common Stock
(TMO)
|
0.2 |
$285k |
|
516.00 |
553.00 |
Vertex Pharmaceuticals Common Stock
(VRTX)
|
0.1 |
$283k |
|
604.00 |
468.72 |
Lockheed Martin Corp Common Stock
(LMT)
|
0.1 |
$283k |
|
606.00 |
467.10 |
Ge Aerospace Common Stock
(GE)
|
0.1 |
$246k |
|
1.5k |
158.97 |
Palo Alto Networks Common Stock
(PANW)
|
0.1 |
$242k |
|
715.00 |
339.01 |
Vanguard Idx Fund Exchange Traded Fund
(VTI)
|
0.1 |
$227k |
|
850.00 |
267.51 |
Valero Energy Corp Common Stock
(VLO)
|
0.1 |
$219k |
|
1.4k |
156.76 |
Merck & Co Common Stock
(MRK)
|
0.1 |
$214k |
|
1.7k |
123.80 |
Accenture Int'l Common Stock
(ACN)
|
0.1 |
$213k |
|
702.00 |
303.41 |
Starbucks Corp Common Stock
(SBUX)
|
0.1 |
$209k |
|
2.7k |
77.85 |
Stryker Corporation Common Stock
(SYK)
|
0.1 |
$209k |
|
615.00 |
340.25 |
Intuit Common Stock
(INTU)
|
0.1 |
$200k |
|
305.00 |
657.21 |