iShares S&P 500 Index
(IVV)
|
22.8 |
$62M |
|
292k |
210.50 |
iShares S&P MidCap 400 Index
(IJH)
|
15.9 |
$43M |
|
287k |
149.39 |
Ishares Tr usa min vo
(USMV)
|
7.7 |
$21M |
|
449k |
46.21 |
Technology SPDR
(XLK)
|
6.5 |
$17M |
|
402k |
43.37 |
iShares S&P 500 Value Index
(IVE)
|
5.6 |
$15M |
|
163k |
92.90 |
PowerShares QQQ Trust, Series 1
|
5.3 |
$14M |
|
132k |
107.54 |
Alphabet Inc Class A cs
(GOOGL)
|
4.6 |
$12M |
|
18k |
703.55 |
Nuveen California High Yield Muni Bd I cl i
|
4.4 |
$12M |
|
1.2M |
10.14 |
iShares Russell 1000 Index
(IWB)
|
4.3 |
$12M |
|
100k |
116.89 |
Alphabet Inc Class C cs
(GOOG)
|
4.0 |
$11M |
|
16k |
692.07 |
Doubleline Fds Tr Shil En Cape mutual funds
|
3.2 |
$8.7M |
|
690k |
12.64 |
Pimco Incm I mutual fund
(PIMIX)
|
2.8 |
$7.5M |
|
627k |
11.89 |
Consumer Discretionary SPDR
(XLY)
|
2.6 |
$7.1M |
|
91k |
78.06 |
Akre Focus Institutional Fund equity mutual fu
(AKRIX)
|
1.5 |
$4.1M |
|
171k |
24.19 |
Doubleline Shiller Enhanced Cap Cl N cl n
|
1.4 |
$3.7M |
|
292k |
12.63 |
Rydex Large Cap Value H Class cl h
|
1.2 |
$3.2M |
|
24k |
133.81 |
Pimco Inv Grade Corp Bnd Fnd mf
(PIGIX)
|
0.9 |
$2.4M |
|
229k |
10.45 |
Gilead Sciences
(GILD)
|
0.9 |
$2.3M |
|
28k |
83.41 |
Apple
(AAPL)
|
0.8 |
$2.2M |
|
23k |
95.61 |
Akre Focus Retail mid cap gwth
(AKREX)
|
0.8 |
$2.1M |
|
89k |
23.83 |
Oppenheimer Intl S Co Cl A
|
0.5 |
$1.2M |
|
33k |
36.47 |
White Mountains Insurance Gp
(WTM)
|
0.3 |
$951k |
|
1.1k |
841.59 |
Facebook Inc cl a
(META)
|
0.3 |
$937k |
|
8.2k |
114.27 |
salesforce
(CRM)
|
0.2 |
$640k |
|
8.1k |
79.46 |
Nuveen H/y Muni Bd
(NHMRX)
|
0.2 |
$636k |
|
35k |
17.94 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$613k |
|
3.9k |
157.10 |
Oppenheimer Intl Small mf
|
0.2 |
$546k |
|
15k |
36.27 |
iShares S&P MidCap 400 Value Index
(IJJ)
|
0.2 |
$453k |
|
3.5k |
128.15 |
iShares S&P MidCap 400 Growth
(IJK)
|
0.2 |
$442k |
|
2.6k |
169.02 |
Doubleline Total Return Bond
(DBLTX)
|
0.1 |
$326k |
|
30k |
10.92 |
Microsoft Corporation
(MSFT)
|
0.1 |
$284k |
|
5.6k |
51.09 |
Nuveen California High Yld Muni Bd A cl a
|
0.1 |
$302k |
|
30k |
10.15 |
Goldman Sachs Tr Small Mid Cp small mid cp a
|
0.1 |
$214k |
|
11k |
19.08 |