Vanguard Total Stock Market ETF
(VTI)
|
35.1 |
$107M |
|
487k |
220.28 |
Vanguard Europe Pacific ETF
(VEA)
|
16.1 |
$49M |
|
1.1M |
46.18 |
Vanguard Emerging Markets ETF
(VWO)
|
8.2 |
$25M |
|
615k |
40.68 |
iShares MSCI EAFE Index Fund
(EFA)
|
5.4 |
$17M |
|
227k |
72.50 |
Ishares Core Msci Eafe Etf core msci eafe
(IEFA)
|
4.2 |
$13M |
|
189k |
67.50 |
Berkshire Hathaway
(BRK.B)
|
3.7 |
$11M |
|
33k |
340.99 |
iShares Dow Jones US Real Estate
(IYR)
|
3.5 |
$11M |
|
124k |
86.54 |
iShares Russell 3000 Index
(IWV)
|
2.9 |
$9.0M |
|
35k |
254.47 |
Ishares Inc core msci emkt
(IEMG)
|
2.7 |
$8.1M |
|
164k |
49.29 |
Schwab U S Broad Market ETF
(SCHB)
|
2.6 |
$8.0M |
|
155k |
51.70 |
Vanguard Mun Bd Fd Inc tax-exempt bd
(VTEB)
|
2.5 |
$7.5M |
|
150k |
50.22 |
Vanguard REIT ETF
(VNQ)
|
1.8 |
$5.6M |
|
67k |
83.56 |
ExlService Holdings
(EXLS)
|
1.6 |
$5.0M |
|
33k |
151.05 |
Energy Select Sector SPDR
(XLE)
|
1.3 |
$4.1M |
|
51k |
81.18 |
Apple
(AAPL)
|
1.3 |
$4.0M |
|
21k |
193.99 |
Vanguard Intermediate Tm Cpte Bd ETF
(VCIT)
|
0.7 |
$2.3M |
|
29k |
79.03 |
Vanguard Energy ETF
(VDE)
|
0.7 |
$2.1M |
|
19k |
112.86 |
iShares Cohen & Steers Realty Maj.
(ICF)
|
0.7 |
$2.1M |
|
38k |
55.57 |
Berkshire Hathaway
(BRK.A)
|
0.7 |
$2.1M |
|
4.00 |
517750.00 |
Pimco Total Return Etf totl
(BOND)
|
0.5 |
$1.6M |
|
17k |
91.65 |
R1 Rcm
|
0.5 |
$1.5M |
|
82k |
18.45 |
Utilities SPDR
(XLU)
|
0.3 |
$1.0M |
|
16k |
65.44 |
iShares Russell 1000 Growth Index
(IWF)
|
0.3 |
$977k |
|
3.5k |
275.29 |
iShares MSCI Emerging Markets Indx
(EEM)
|
0.3 |
$973k |
|
25k |
39.55 |
iShares Russell 1000 Value Index
(IWD)
|
0.3 |
$897k |
|
5.7k |
157.78 |
Vanguard Health Care ETF
(VHT)
|
0.3 |
$777k |
|
3.2k |
244.72 |
Comcast Corporation
(CMCSA)
|
0.2 |
$672k |
|
16k |
41.56 |
Spdr Index Shs Fds s^p global nat res
(GNR)
|
0.2 |
$658k |
|
12k |
53.93 |
iShares S&P Natl AMTFr Mncpl Bd
(MUB)
|
0.2 |
$587k |
|
5.5k |
106.80 |
Genpact
(G)
|
0.2 |
$564k |
|
15k |
37.59 |
Schwab International Equity ETF
(SCHF)
|
0.2 |
$563k |
|
16k |
35.66 |
Amarin Corporation
(AMRN)
|
0.1 |
$417k |
|
350k |
1.19 |
iShares Lehman Aggregate Bond
(AGG)
|
0.1 |
$339k |
|
3.5k |
97.98 |
Schwab Strategic Tr us reit etf
(SCHH)
|
0.1 |
$318k |
|
16k |
19.52 |
Vanguard Information Technology ETF
(VGT)
|
0.1 |
$254k |
|
575.00 |
441.74 |
Snowflake Inc Cl A
(SNOW)
|
0.1 |
$247k |
|
1.4k |
176.30 |
iShares MSCI EAFE Growth Index
(EFG)
|
0.1 |
$235k |
|
2.5k |
95.33 |
iShares IBoxx $ Invest Grade Corp Bd
(LQD)
|
0.1 |
$230k |
|
2.1k |
108.29 |
Juniper Networks
(JNPR)
|
0.1 |
$207k |
|
6.6k |
31.27 |
DURECT Corporation
|
0.0 |
$66k |
|
13k |
4.92 |
Fubotv
(FUBO)
|
0.0 |
$44k |
|
21k |
2.07 |