Vanguard Index Fds Total Stk Mkt
(VTI)
|
11.6 |
$28M |
|
150k |
188.62 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
8.9 |
$22M |
|
196k |
110.03 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
5.4 |
$13M |
|
155k |
85.34 |
Invesco Qqq Tr Unit Ser 1
|
4.7 |
$11M |
|
41k |
280.27 |
Vanguard Index Fds Value Etf
(VTV)
|
3.9 |
$9.5M |
|
72k |
131.88 |
Vanguard Index Fds Small Cp Etf
(VB)
|
3.8 |
$9.2M |
|
52k |
176.11 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
3.8 |
$9.2M |
|
47k |
196.98 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
3.6 |
$8.8M |
|
118k |
75.26 |
Ishares Tr Core S&p500 Etf
(IVV)
|
3.2 |
$7.7M |
|
20k |
379.14 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
3.1 |
$7.6M |
|
154k |
49.54 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
2.8 |
$6.9M |
|
296k |
23.30 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
2.7 |
$6.6M |
|
189k |
34.77 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
2.6 |
$6.3M |
|
70k |
91.11 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
2.4 |
$5.8M |
|
112k |
51.61 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
2.1 |
$5.2M |
|
67k |
77.65 |
Ishares Tr Core Msci Intl
(IDEV)
|
2.0 |
$4.9M |
|
92k |
53.74 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
2.0 |
$4.9M |
|
171k |
28.84 |
Spdr Ser Tr Bloomberg High Y
(JNK)
|
2.0 |
$4.8M |
|
53k |
90.71 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
1.7 |
$4.2M |
|
55k |
76.78 |
Ishares Tr Tips Bd Etf
(TIP)
|
1.7 |
$4.1M |
|
36k |
113.90 |
Vanguard Index Fds Large Cap Etf
(VV)
|
1.7 |
$4.1M |
|
24k |
172.34 |
Ishares U S Etf Tr Int Rt Hdg C B
(LQDH)
|
1.6 |
$3.9M |
|
43k |
90.25 |
Ishares Tr National Mun Etf
(MUB)
|
1.5 |
$3.7M |
|
35k |
106.35 |
Apple
(AAPL)
|
1.3 |
$3.3M |
|
24k |
136.74 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.1 |
$2.8M |
|
56k |
49.91 |
Microsoft Corporation
(MSFT)
|
1.0 |
$2.4M |
|
9.5k |
256.88 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.0 |
$2.3M |
|
56k |
41.66 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.9 |
$2.3M |
|
22k |
103.19 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.9 |
$2.2M |
|
9.7k |
222.85 |
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg
(PCY)
|
0.8 |
$2.0M |
|
108k |
18.53 |
Home Depot
(HD)
|
0.7 |
$1.8M |
|
6.6k |
274.28 |
Costco Wholesale Corporation
(COST)
|
0.6 |
$1.6M |
|
3.3k |
479.22 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.6 |
$1.5M |
|
69k |
22.19 |
Mastercard Incorporated Cl A
(MA)
|
0.6 |
$1.4M |
|
4.3k |
315.61 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$1.1M |
|
489.00 |
2179.96 |
Ishares Tr Blackrock Ultra
(ICSH)
|
0.4 |
$1.1M |
|
21k |
50.05 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.4 |
$1.0M |
|
3.8k |
273.04 |
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
0.4 |
$1.0M |
|
47k |
21.44 |
Amazon
(AMZN)
|
0.4 |
$1.0M |
|
9.5k |
106.20 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$843k |
|
9.8k |
85.65 |
Tesla Motors
(TSLA)
|
0.3 |
$744k |
|
1.1k |
673.30 |
Wal-Mart Stores
(WMT)
|
0.3 |
$724k |
|
6.0k |
121.66 |
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$706k |
|
6.3k |
112.65 |
Merck & Co
(MRK)
|
0.3 |
$695k |
|
7.6k |
91.18 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.3 |
$685k |
|
2.5k |
277.67 |
Visa Com Cl A
(V)
|
0.3 |
$682k |
|
3.5k |
196.94 |
Southern Company
(SO)
|
0.3 |
$679k |
|
9.5k |
71.32 |
Cisco Systems
(CSCO)
|
0.3 |
$641k |
|
15k |
42.66 |
Church & Dwight
(CHD)
|
0.3 |
$637k |
|
6.9k |
92.64 |
Abbvie
(ABBV)
|
0.2 |
$569k |
|
3.7k |
153.08 |
PNC Financial Services
(PNC)
|
0.2 |
$554k |
|
3.5k |
157.83 |
United Parcel Service CL B
(UPS)
|
0.2 |
$552k |
|
3.0k |
182.48 |
Johnson & Johnson
(JNJ)
|
0.2 |
$530k |
|
3.0k |
177.50 |
Honeywell International
(HON)
|
0.2 |
$519k |
|
3.0k |
173.81 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.2 |
$502k |
|
6.8k |
73.63 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$495k |
|
3.3k |
151.70 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$490k |
|
224.00 |
2187.50 |
Novo-nordisk A S Adr
(NVO)
|
0.2 |
$479k |
|
4.3k |
111.34 |
UnitedHealth
(UNH)
|
0.2 |
$472k |
|
918.00 |
514.16 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$469k |
|
1.1k |
429.88 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$462k |
|
1.2k |
377.14 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.2 |
$453k |
|
3.0k |
149.85 |
Coca-Cola Company
(KO)
|
0.2 |
$445k |
|
7.1k |
62.87 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.2 |
$431k |
|
8.6k |
50.10 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$415k |
|
1.1k |
365.64 |
Ishares Tr Msci Usa Value
(VLUE)
|
0.2 |
$403k |
|
4.5k |
90.52 |
At&t
(T)
|
0.2 |
$369k |
|
18k |
20.98 |
Duke Energy Corp Com New
(DUK)
|
0.2 |
$368k |
|
3.4k |
107.29 |
Waste Management
(WM)
|
0.1 |
$363k |
|
2.4k |
152.91 |
Proshares Tr Invt Int Rt Hg
(IGHG)
|
0.1 |
$351k |
|
5.1k |
69.16 |
Verizon Communications
(VZ)
|
0.1 |
$325k |
|
6.4k |
50.82 |
Starbucks Corporation
(SBUX)
|
0.1 |
$324k |
|
4.2k |
76.40 |
McDonald's Corporation
(MCD)
|
0.1 |
$321k |
|
1.3k |
246.73 |
Okta Cl A
(OKTA)
|
0.1 |
$313k |
|
3.5k |
90.31 |
Nike CL B
(NKE)
|
0.1 |
$311k |
|
3.0k |
102.13 |
Bank of America Corporation
(BAC)
|
0.1 |
$311k |
|
10k |
31.17 |
CSX Corporation
(CSX)
|
0.1 |
$305k |
|
11k |
29.07 |
Procter & Gamble Company
(PG)
|
0.1 |
$301k |
|
2.1k |
143.68 |
Meta Platforms Cl A
(META)
|
0.1 |
$296k |
|
1.8k |
161.31 |
Pepsi
(PEP)
|
0.1 |
$289k |
|
1.7k |
166.47 |
Abbott Laboratories
(ABT)
|
0.1 |
$277k |
|
2.5k |
108.67 |
Dominion Resources
(D)
|
0.1 |
$269k |
|
3.4k |
79.73 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$267k |
|
6.8k |
39.26 |
Pfizer
(PFE)
|
0.1 |
$262k |
|
5.0k |
52.46 |
Chevron Corporation
(CVX)
|
0.1 |
$241k |
|
1.7k |
144.48 |
Moody's Corporation
(MCO)
|
0.1 |
$239k |
|
880.00 |
271.59 |
Advanced Micro Devices
(AMD)
|
0.1 |
$225k |
|
2.9k |
76.37 |
3M Company
(MMM)
|
0.1 |
$222k |
|
1.7k |
129.45 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.1 |
$219k |
|
2.1k |
104.48 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$209k |
|
646.00 |
323.53 |
Leidos Holdings
(LDOS)
|
0.1 |
$207k |
|
2.1k |
100.58 |
Palantir Technologies Cl A
(PLTR)
|
0.0 |
$92k |
|
10k |
9.07 |
Quantum Si Com Cl A
(QSI)
|
0.0 |
$86k |
|
37k |
2.32 |