Vanguard Index Fds Total Stk Mkt
(VTI)
|
14.6 |
$37M |
|
157k |
237.22 |
Vanguard Bd Index Fds Vanguard Ultra
(VUSB)
|
7.6 |
$19M |
|
388k |
49.44 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
6.4 |
$16M |
|
40k |
409.52 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
5.8 |
$15M |
|
144k |
102.88 |
Vanguard Index Fds Small Cp Etf
(VB)
|
4.3 |
$11M |
|
51k |
213.33 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
4.2 |
$11M |
|
46k |
232.64 |
Vanguard Index Fds Value Etf
(VTV)
|
3.9 |
$9.9M |
|
66k |
149.50 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
3.2 |
$8.1M |
|
276k |
29.23 |
Ishares Tr Core S&p500 Etf
(IVV)
|
3.2 |
$8.0M |
|
17k |
477.63 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
2.7 |
$6.9M |
|
63k |
110.66 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
2.5 |
$6.2M |
|
71k |
88.36 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
2.3 |
$5.7M |
|
169k |
34.01 |
Vanguard Index Fds Large Cap Etf
(VV)
|
2.2 |
$5.5M |
|
25k |
218.15 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
2.1 |
$5.4M |
|
152k |
35.41 |
Ishares Tr Core Msci Intl
(IDEV)
|
2.1 |
$5.3M |
|
83k |
63.66 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
2.1 |
$5.3M |
|
91k |
57.96 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
1.8 |
$4.6M |
|
93k |
49.37 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
1.8 |
$4.5M |
|
59k |
76.38 |
Apple
(AAPL)
|
1.7 |
$4.4M |
|
23k |
192.53 |
Microsoft Corporation
(MSFT)
|
1.3 |
$3.3M |
|
8.8k |
376.03 |
Spdr Ser Tr Bloomberg High Y
(JNK)
|
1.2 |
$3.1M |
|
33k |
94.73 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.2 |
$3.1M |
|
75k |
41.10 |
Ishares U S Etf Tr Int Rt Hdg C B
(LQDH)
|
1.2 |
$3.0M |
|
32k |
93.08 |
Vanguard Index Fds Growth Etf
(VUG)
|
1.0 |
$2.7M |
|
8.5k |
310.88 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.0 |
$2.5M |
|
34k |
73.55 |
NVIDIA Corporation
(NVDA)
|
0.9 |
$2.4M |
|
4.8k |
495.22 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.9 |
$2.4M |
|
21k |
115.03 |
Home Depot
(HD)
|
0.8 |
$2.1M |
|
6.2k |
346.55 |
Amazon
(AMZN)
|
0.8 |
$2.1M |
|
14k |
151.94 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.7 |
$1.7M |
|
64k |
26.51 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.7 |
$1.7M |
|
3.5k |
475.31 |
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg
(PCY)
|
0.6 |
$1.5M |
|
70k |
20.62 |
Costco Wholesale Corporation
(COST)
|
0.5 |
$1.3M |
|
2.0k |
660.08 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.5 |
$1.2M |
|
3.4k |
356.66 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.5 |
$1.2M |
|
16k |
77.02 |
Mastercard Incorporated Cl A
(MA)
|
0.5 |
$1.2M |
|
2.8k |
426.45 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.5 |
$1.2M |
|
11k |
107.49 |
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
0.4 |
$1.1M |
|
46k |
24.42 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$1.1M |
|
7.8k |
139.69 |
Exxon Mobil Corporation
(XOM)
|
0.4 |
$985k |
|
9.8k |
99.98 |
Wal-Mart Stores
(WMT)
|
0.4 |
$907k |
|
5.8k |
157.65 |
Merck & Co
(MRK)
|
0.3 |
$833k |
|
7.6k |
109.02 |
Ishares Tr Core Msci Total
(IXUS)
|
0.3 |
$806k |
|
12k |
64.93 |
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$801k |
|
4.7k |
170.10 |
Tesla Motors
(TSLA)
|
0.3 |
$801k |
|
3.2k |
248.48 |
Ishares Tr Blackrock Ultra
(ICSH)
|
0.3 |
$734k |
|
15k |
50.36 |
Visa Com Cl A
(V)
|
0.3 |
$723k |
|
2.8k |
260.35 |
Church & Dwight
(CHD)
|
0.3 |
$658k |
|
7.0k |
94.56 |
Cisco Systems
(CSCO)
|
0.3 |
$647k |
|
13k |
50.52 |
Novo-nordisk A S Adr
(NVO)
|
0.2 |
$628k |
|
6.1k |
103.45 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$602k |
|
4.3k |
140.93 |
Johnson & Johnson
(JNJ)
|
0.2 |
$593k |
|
3.8k |
156.74 |
Meta Platforms Cl A
(META)
|
0.2 |
$581k |
|
1.6k |
353.96 |
Broadcom
(AVGO)
|
0.2 |
$550k |
|
493.00 |
1116.25 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.2 |
$548k |
|
7.1k |
77.39 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$536k |
|
899.00 |
596.60 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.2 |
$517k |
|
1.5k |
350.89 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$514k |
|
4.7k |
108.41 |
UnitedHealth
(UNH)
|
0.2 |
$498k |
|
946.00 |
526.47 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.2 |
$480k |
|
2.7k |
179.97 |
Abbvie
(ABBV)
|
0.2 |
$468k |
|
3.0k |
154.97 |
Advanced Micro Devices
(AMD)
|
0.2 |
$434k |
|
2.9k |
147.41 |
Honeywell International
(HON)
|
0.2 |
$412k |
|
2.0k |
209.71 |
Southern Company
(SO)
|
0.2 |
$401k |
|
5.7k |
70.12 |
Proshares Tr Invt Int Rt Hg
(IGHG)
|
0.2 |
$383k |
|
5.1k |
75.37 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$348k |
|
597.00 |
582.92 |
Bank of America Corporation
(BAC)
|
0.1 |
$336k |
|
10k |
33.67 |
Waste Management
(WM)
|
0.1 |
$335k |
|
1.9k |
179.08 |
Procter & Gamble Company
(PG)
|
0.1 |
$331k |
|
2.3k |
146.52 |
Coca-Cola Company
(KO)
|
0.1 |
$330k |
|
5.6k |
58.93 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$328k |
|
723.00 |
453.52 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.1 |
$324k |
|
6.2k |
52.20 |
Starbucks Corporation
(SBUX)
|
0.1 |
$323k |
|
3.4k |
96.02 |
United Parcel Service CL B
(UPS)
|
0.1 |
$323k |
|
2.1k |
157.23 |
Okta Cl A
(OKTA)
|
0.1 |
$307k |
|
3.4k |
90.53 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$299k |
|
6.8k |
43.85 |
PNC Financial Services
(PNC)
|
0.1 |
$295k |
|
1.9k |
154.85 |
Dick's Sporting Goods
(DKS)
|
0.1 |
$294k |
|
2.0k |
146.95 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.1 |
$285k |
|
6.0k |
47.49 |
salesforce
(CRM)
|
0.1 |
$285k |
|
1.1k |
263.14 |
McDonald's Corporation
(MCD)
|
0.1 |
$265k |
|
894.00 |
296.61 |
Nike CL B
(NKE)
|
0.1 |
$265k |
|
2.4k |
108.57 |
Abbott Laboratories
(ABT)
|
0.1 |
$254k |
|
2.3k |
110.07 |
Pepsi
(PEP)
|
0.1 |
$249k |
|
1.5k |
169.84 |
Intuit
(INTU)
|
0.1 |
$242k |
|
387.00 |
625.03 |
Netflix
(NFLX)
|
0.1 |
$240k |
|
492.00 |
486.88 |
Duke Energy Corp Com New
(DUK)
|
0.1 |
$239k |
|
2.5k |
97.04 |
CSX Corporation
(CSX)
|
0.1 |
$230k |
|
6.6k |
34.67 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.1 |
$230k |
|
2.3k |
99.25 |
Micron Technology
(MU)
|
0.1 |
$226k |
|
2.6k |
85.34 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.1 |
$225k |
|
4.4k |
51.05 |
At&t
(T)
|
0.1 |
$220k |
|
13k |
16.78 |
Leidos Holdings
(LDOS)
|
0.1 |
$217k |
|
2.0k |
108.24 |
Lowe's Companies
(LOW)
|
0.1 |
$216k |
|
972.00 |
222.55 |
Intel Corporation
(INTC)
|
0.1 |
$214k |
|
4.3k |
50.25 |
Applied Materials
(AMAT)
|
0.1 |
$209k |
|
1.3k |
162.07 |
Illinois Tool Works
(ITW)
|
0.1 |
$208k |
|
794.00 |
261.94 |
Union Pacific Corporation
(UNP)
|
0.1 |
$205k |
|
835.00 |
245.62 |
Calidi Biotherapeutics Com New
|
0.0 |
$85k |
|
57k |
1.51 |
Quantum Si Com Cl A
(QSI)
|
0.0 |
$74k |
|
37k |
2.01 |
ZeroFox Holdings
|
0.0 |
$18k |
|
21k |
0.87 |