|
iShares Core S&P 500 Index Fund Exchange Traded Fund
(IVV)
|
17.5 |
$105M |
|
154k |
684.94 |
|
Vanguard Core Bond Fixed Income ETF
(VCRB)
|
10.6 |
$64M |
|
817k |
77.90 |
|
JPMorgan Active Value Exchange Traded Fund
(JAVA)
|
9.7 |
$58M |
|
815k |
71.72 |
|
Invesco Russell 1000 Dynamic Multifactor Exchange Traded Fund
(OMFL)
|
9.1 |
$55M |
|
896k |
61.13 |
|
Fidelity Enhanced International International Equity ETF
(FENI)
|
8.9 |
$53M |
|
1.5M |
36.58 |
|
Avantis U.S. Small Cap Value Exchange Traded Fund
(AVUV)
|
5.8 |
$35M |
|
341k |
101.99 |
|
Goldman Sachs Small Cap Equity ETF Exchange Traded Fund
(GSC)
|
4.0 |
$24M |
|
440k |
54.36 |
|
JPMorgan Equity Premium Income Exchange Traded Fund
(JEPI)
|
3.9 |
$24M |
|
412k |
57.24 |
|
JPMorgan Active Growth Exchange Traded Fund
(JGRO)
|
3.3 |
$20M |
|
216k |
92.80 |
|
JPMorgan Hedged Equity Laddered Overlay Exchange Traded Fund
(HELO)
|
1.3 |
$7.9M |
|
119k |
66.43 |
|
Microsoft Corp Common Stock
(MSFT)
|
1.2 |
$6.9M |
|
14k |
483.62 |
|
Apple Common Stock
(AAPL)
|
1.1 |
$6.6M |
|
24k |
271.86 |
|
Vanguard Intermediate Term Bond ETF Fixed Income ETF
(BIV)
|
1.0 |
$6.2M |
|
80k |
77.88 |
|
Alphabet Common Stock
(GOOGL)
|
1.0 |
$6.1M |
|
20k |
313.00 |
|
NVIDIA Corp Common Stock
(NVDA)
|
0.9 |
$5.2M |
|
28k |
186.50 |
|
iShares Core MSCI EAFE ETF International Equity ETF
(IEFA)
|
0.8 |
$4.5M |
|
51k |
89.46 |
|
Amazon Common Stock
(AMZN)
|
0.7 |
$4.0M |
|
17k |
230.82 |
|
Ge Aerospace Common Stock
(GE)
|
0.7 |
$3.9M |
|
13k |
308.03 |
|
iShares Core MSCI Emerging Markets ETF International Equity ETF
(IEMG)
|
0.6 |
$3.6M |
|
54k |
67.22 |
|
Vanguard Small-Cap Index Fund Exchange Traded Fund
(VB)
|
0.6 |
$3.5M |
|
14k |
257.95 |
|
JPMorgan Chase & Co Common Stock
(JPM)
|
0.5 |
$3.1M |
|
9.6k |
322.22 |
|
Visa Common Stock
(V)
|
0.5 |
$2.8M |
|
7.9k |
350.71 |
|
Broadcom Common Stock
(AVGO)
|
0.4 |
$2.7M |
|
7.7k |
346.10 |
|
iShares Russell 1000 Index Fund Exchange Traded Fund
(IWB)
|
0.4 |
$2.6M |
|
6.9k |
373.44 |
|
iShares MSCI ACWI ex US ETF International Equity ETF
(ACWX)
|
0.4 |
$2.5M |
|
38k |
67.13 |
|
Walmart Common Stock
(WMT)
|
0.4 |
$2.4M |
|
22k |
111.41 |
|
Vanguard 500 Index Fund Exchange Traded Fund
(VOO)
|
0.4 |
$2.4M |
|
3.8k |
627.13 |
|
Vanguard Russell 3000 ETF Exchange Traded Fund
(VTHR)
|
0.4 |
$2.3M |
|
7.6k |
300.33 |
|
Meta Platforms Common Stock
(META)
|
0.4 |
$2.2M |
|
3.4k |
660.09 |
|
Lam Research Corp Common Stock
(LRCX)
|
0.3 |
$2.0M |
|
12k |
171.18 |
|
TJX Companies Common Stock
(TJX)
|
0.3 |
$2.0M |
|
13k |
153.61 |
|
Ge Vernova Common Stock
(GEV)
|
0.3 |
$2.0M |
|
3.0k |
653.57 |
|
iShares Core US Aggregate Bond Fixed Income ETF
(AGG)
|
0.3 |
$2.0M |
|
20k |
99.88 |
|
Applied Materials Common Stock
(AMAT)
|
0.3 |
$1.9M |
|
7.5k |
256.99 |
|
iShares Core S&P Mid-Cap Index Fund Exchange Traded Fund
(IJH)
|
0.3 |
$1.9M |
|
28k |
66.00 |
|
RTX Corporation Common Stock
(RTX)
|
0.3 |
$1.8M |
|
10k |
183.40 |
|
Costco Wholesale Corporation Common Stock
(COST)
|
0.3 |
$1.7M |
|
2.0k |
862.34 |
|
Eli Lilly and Common Stock
(LLY)
|
0.3 |
$1.7M |
|
1.5k |
1074.68 |
|
Johnson & Johnson Common Stock
(JNJ)
|
0.3 |
$1.6M |
|
7.7k |
206.95 |
|
Salesforce Common Stock
(CRM)
|
0.3 |
$1.6M |
|
5.9k |
264.91 |
|
PNC Financial Services Group Common Stock
(PNC)
|
0.3 |
$1.5M |
|
7.4k |
208.73 |
|
Mastercard Common Stock
(MA)
|
0.3 |
$1.5M |
|
2.7k |
570.88 |
|
Home Depot Common Stock
(HD)
|
0.3 |
$1.5M |
|
4.4k |
344.10 |
|
American Express Company Common Stock
(AXP)
|
0.2 |
$1.5M |
|
4.0k |
369.95 |
|
Exxon Mobil Corp Common Stock
(XOM)
|
0.2 |
$1.4M |
|
12k |
120.34 |
|
Advanced Micro Devices Common Stock
(AMD)
|
0.2 |
$1.4M |
|
6.6k |
214.16 |
|
UnitedHealth Group Common Stock
(UNH)
|
0.2 |
$1.4M |
|
4.3k |
330.11 |
|
Oracle Corp Common Stock
(ORCL)
|
0.2 |
$1.4M |
|
7.2k |
194.91 |
|
Berkshire Hathaway Inc Del Common Stock
(BRK.B)
|
0.2 |
$1.3M |
|
2.6k |
502.65 |
|
iShares MSCI EAFE ETF International Equity ETF
(EFA)
|
0.2 |
$1.3M |
|
13k |
96.03 |
|
State Street Utilities Select Sector SPDR ETF Exchange Traded Fund
(XLU)
|
0.2 |
$1.3M |
|
29k |
42.69 |
|
Union Pacific Corp Common Stock
(UNP)
|
0.2 |
$1.2M |
|
5.2k |
231.32 |
|
Chevron Corp. Common Stock
(CVX)
|
0.2 |
$1.2M |
|
7.8k |
152.41 |
|
Intuitive Surgical Common Stock
(ISRG)
|
0.2 |
$1.2M |
|
2.1k |
566.36 |
|
Eaton Corp Common Stock
(ETN)
|
0.2 |
$1.1M |
|
3.5k |
318.51 |
|
iShares National Muni Bond Fixed Income ETF
(MUB)
|
0.2 |
$1.1M |
|
10k |
107.11 |
|
Netflix Common Stock
(NFLX)
|
0.2 |
$1.1M |
|
12k |
93.76 |
|
Tesla Common Stock
(TSLA)
|
0.2 |
$1.1M |
|
2.3k |
449.72 |
|
iShares Russell 1000 Growth ETF Exchange Traded Fund
(IWF)
|
0.2 |
$1.1M |
|
2.2k |
473.30 |
|
State Street Materials Select Sector SPDR ETF Exchange Traded Fund
(XLB)
|
0.2 |
$1.0M |
|
23k |
45.35 |
|
S&P Global Common Stock
(SPGI)
|
0.2 |
$1.0M |
|
2.0k |
522.59 |
|
Procter & Gamble Common Stock
(PG)
|
0.2 |
$995k |
|
6.9k |
143.31 |
|
Thermo Fisher Scientific Common Stock
(TMO)
|
0.2 |
$974k |
|
1.7k |
579.45 |
|
T-mobile Us Common Stock
(TMUS)
|
0.2 |
$968k |
|
4.8k |
203.04 |
|
Abbott Laboratories Common Stock
(ABT)
|
0.2 |
$967k |
|
7.7k |
125.29 |
|
Amgen Common Stock
(AMGN)
|
0.2 |
$961k |
|
2.9k |
327.31 |
|
Mcdonald's Corp Common Stock
(MCD)
|
0.2 |
$955k |
|
3.1k |
305.63 |
|
Booking Holdings Common Stock
(BKNG)
|
0.2 |
$932k |
|
174.00 |
5355.33 |
|
Accenture Common Stock
(ACN)
|
0.2 |
$922k |
|
3.4k |
268.30 |
|
PepsiCo Common Stock
(PEP)
|
0.2 |
$903k |
|
6.3k |
143.52 |
|
ServiceNow Common Stock
(NOW)
|
0.1 |
$879k |
|
5.7k |
153.19 |
|
SPDR Dow Jones Industrial Average ETF Trust Exchange Traded Fund
(DIA)
|
0.1 |
$821k |
|
1.7k |
480.57 |
|
Goldman Sachs Group Common Stock
(GS)
|
0.1 |
$811k |
|
923.00 |
879.00 |
|
Honeywell International Common Stock
(HON)
|
0.1 |
$808k |
|
4.1k |
195.09 |
|
Cisco Systems Common Stock
(CSCO)
|
0.1 |
$788k |
|
10k |
77.03 |
|
Micron Technology Common Stock
(MU)
|
0.1 |
$779k |
|
2.7k |
285.41 |
|
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund
(XLRE)
|
0.1 |
$768k |
|
19k |
40.35 |
|
Caterpillar Common Stock
(CAT)
|
0.1 |
$768k |
|
1.3k |
572.87 |
|
Travelers Companies Common Stock
(TRV)
|
0.1 |
$757k |
|
2.6k |
290.06 |
|
Intuit Common Stock
(INTU)
|
0.1 |
$721k |
|
1.1k |
662.42 |
|
Qualcomm Common Stock
(QCOM)
|
0.1 |
$715k |
|
4.2k |
171.05 |
|
Walt Disney Common Stock
(DIS)
|
0.1 |
$706k |
|
6.2k |
113.77 |
|
Vanguard Short-Term Corporate Bond Idx Fixed Income ETF
(VCSH)
|
0.1 |
$691k |
|
8.7k |
79.73 |
|
iShares MSCI Emerging Markets ETF International Equity ETF
(EEM)
|
0.1 |
$657k |
|
12k |
54.71 |
|
Alphabet Common Stock
(GOOG)
|
0.1 |
$656k |
|
2.1k |
313.80 |
|
Boston Scientific Corp Common Stock
(BSX)
|
0.1 |
$654k |
|
6.9k |
95.35 |
|
Adobe Common Stock
(ADBE)
|
0.1 |
$654k |
|
1.9k |
349.99 |
|
SPDR S&P 500 Exchange Traded Fund
(SPY)
|
0.1 |
$640k |
|
939.00 |
681.92 |
|
Crowdstrike Holdings Common Stock
(CRWD)
|
0.1 |
$637k |
|
1.4k |
468.76 |
|
Uber Technologies Common Stock
(UBER)
|
0.1 |
$629k |
|
7.7k |
81.71 |
|
Citigroup Common Stock
(C)
|
0.1 |
$621k |
|
5.3k |
116.69 |
|
Progressive Corp Common Stock
(PGR)
|
0.1 |
$606k |
|
2.7k |
227.72 |
|
Abbvie Common Stock
(ABBV)
|
0.1 |
$605k |
|
2.6k |
228.49 |
|
Bank Of America Corp Common Stock
(BAC)
|
0.1 |
$564k |
|
10k |
55.00 |
|
American Century Focused Large Cap Value Exchange Traded Fund
(FLV)
|
0.1 |
$563k |
|
7.4k |
75.77 |
|
Blackrock Common Stock
(BLK)
|
0.1 |
$561k |
|
524.00 |
1070.34 |
|
Merck & Co Common Stock
(MRK)
|
0.1 |
$546k |
|
5.2k |
105.26 |
|
Palo Alto Networks Common Stock
(PANW)
|
0.1 |
$530k |
|
2.9k |
184.20 |
|
Morgan Stanley Common Stock
(MS)
|
0.1 |
$451k |
|
2.5k |
177.53 |
|
Amphenol Corp Common Stock
(APH)
|
0.1 |
$441k |
|
3.3k |
135.14 |
|
Dimensional Etf Trust Exchange Traded Fund
(DFUS)
|
0.1 |
$436k |
|
5.9k |
74.17 |
|
iShares Russell 1000 Value ETF Exchange Traded Fund
(IWD)
|
0.1 |
$428k |
|
2.0k |
210.34 |
|
State Street Energy Select Sector SPDR ETF Exchange Traded Fund
(XLE)
|
0.1 |
$400k |
|
9.0k |
44.71 |
|
D R Horton Common Stock
(DHI)
|
0.1 |
$395k |
|
2.7k |
144.03 |
|
Charles Schwab Corporation Common Stock
(SCHW)
|
0.1 |
$389k |
|
3.9k |
99.91 |
|
iShares Core Dividend Growth ETF Exchange Traded Fund
(DGRO)
|
0.1 |
$362k |
|
5.2k |
69.42 |
|
Invesco Russell 2000 Dynamic Multifactor Exchange Traded Fund
(OMFS)
|
0.1 |
$334k |
|
7.5k |
44.47 |
|
iShares Core S&P Small-Cap ETF Exchange Traded Fund
(IJR)
|
0.0 |
$297k |
|
2.5k |
120.18 |
|
Vanguard Idx Fund Exchange Traded Fund
(VTI)
|
0.0 |
$268k |
|
800.00 |
335.27 |
|
Boeing Common Stock
(BA)
|
0.0 |
$265k |
|
1.2k |
217.08 |
|
Quanta Svcs Common Stock
(PWR)
|
0.0 |
$260k |
|
615.00 |
422.06 |
|
SPDR S&P 600 Small Cap Growth Exchange Traded Fund
(SLYG)
|
0.0 |
$252k |
|
2.7k |
94.19 |
|
Pfizer Common Stock
(PFE)
|
0.0 |
$243k |
|
9.8k |
24.90 |
|
ConocoPhillips Common Stock
(COP)
|
0.0 |
$233k |
|
2.5k |
93.61 |
|
Vanguard Mid-Cap Index Fund Exchange Traded Fund
(VO)
|
0.0 |
$228k |
|
787.00 |
290.22 |
|
Valero Energy Corp Common Stock
(VLO)
|
0.0 |
$228k |
|
1.4k |
162.79 |
|
Ge Healthcare Technologies Common Stock
(GEHC)
|
0.0 |
$202k |
|
2.5k |
82.02 |
|
Midcap Financial Invstmnt Corp Common Stock
(MFIC)
|
0.0 |
$156k |
|
14k |
11.44 |