Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
16.2 |
$17M |
|
296k |
55.67 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
8.4 |
$8.5M |
|
101k |
84.33 |
Johnson & Johnson
(JNJ)
|
6.6 |
$6.7M |
|
43k |
156.74 |
Ishares Tr TRS FLT RT BD
(TFLO)
|
5.5 |
$5.6M |
|
112k |
50.47 |
Apple
(AAPL)
|
4.1 |
$4.1M |
|
22k |
192.53 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
2.4 |
$2.4M |
|
5.5k |
436.83 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
2.3 |
$2.4M |
|
16k |
147.14 |
Vanguard Index Fds Growth Etf
(VUG)
|
2.3 |
$2.3M |
|
7.4k |
310.89 |
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
2.3 |
$2.3M |
|
69k |
33.25 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.2 |
$2.3M |
|
7.5k |
303.17 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
2.0 |
$2.0M |
|
42k |
48.45 |
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
1.8 |
$1.9M |
|
66k |
28.64 |
Microsoft Corporation
(MSFT)
|
1.8 |
$1.9M |
|
4.9k |
376.05 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
1.7 |
$1.8M |
|
35k |
50.74 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.7 |
$1.7M |
|
9.9k |
170.39 |
Ishares Tr National Mun Etf
(MUB)
|
1.7 |
$1.7M |
|
16k |
108.41 |
Ishares Tr Usd Grn Bond Etf
(BGRN)
|
1.5 |
$1.5M |
|
32k |
47.23 |
Ishares Tr S&p 100 Etf
(OEF)
|
1.4 |
$1.4M |
|
6.5k |
223.41 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
1.4 |
$1.4M |
|
17k |
82.96 |
Dimensional Etf Trust Us High Profitab
(DUHP)
|
1.3 |
$1.3M |
|
45k |
28.61 |
Amazon
(AMZN)
|
1.2 |
$1.3M |
|
8.3k |
151.94 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
1.2 |
$1.2M |
|
12k |
105.23 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.0 |
$1.0M |
|
2.1k |
475.29 |
Ishares Tr Core S&p Us Gwt
(IUSG)
|
1.0 |
$991k |
|
9.5k |
104.10 |
Pimco Etf Tr Inter Mun Bd Act
(MUNI)
|
0.9 |
$946k |
|
18k |
52.80 |
Ishares Tr Msci Intl Qualty
(IQLT)
|
0.9 |
$917k |
|
24k |
37.56 |
Mastercard Incorporated Cl A
(MA)
|
0.9 |
$883k |
|
2.1k |
426.51 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.9 |
$866k |
|
6.2k |
139.69 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.8 |
$851k |
|
15k |
56.40 |
TJX Companies
(TJX)
|
0.8 |
$804k |
|
8.6k |
93.81 |
Pepsi
(PEP)
|
0.8 |
$796k |
|
4.7k |
169.83 |
Wisdomtree Tr Floatng Rat Trea
(USFR)
|
0.8 |
$794k |
|
16k |
50.24 |
Wisdomtree Tr Us Ai Enhanced
(AIVL)
|
0.8 |
$764k |
|
8.0k |
95.90 |
Procter & Gamble Company
(PG)
|
0.7 |
$736k |
|
5.0k |
146.55 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.7 |
$731k |
|
9.7k |
75.10 |
Merck & Co
(MRK)
|
0.7 |
$713k |
|
6.5k |
109.03 |
Regeneron Pharmaceuticals
(REGN)
|
0.7 |
$704k |
|
801.00 |
878.29 |
Ishares Tr Ibonds Dec2026
(IBDR)
|
0.7 |
$698k |
|
29k |
23.90 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$690k |
|
4.1k |
170.10 |
Eli Lilly & Co.
(LLY)
|
0.7 |
$681k |
|
1.2k |
582.92 |
Raytheon Technologies Corp
(RTX)
|
0.7 |
$672k |
|
8.0k |
84.14 |
Ishares Tr Ibonds Dec25 Etf
(IBDQ)
|
0.6 |
$653k |
|
26k |
24.76 |
Wisdomtree Tr Us Smallcap Divd
(DES)
|
0.6 |
$603k |
|
19k |
32.17 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.5 |
$542k |
|
1.5k |
356.66 |
Genworth Finl Com Cl A
(GNW)
|
0.5 |
$513k |
|
77k |
6.68 |
Automatic Data Processing
(ADP)
|
0.5 |
$488k |
|
2.1k |
232.97 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.5 |
$468k |
|
2.7k |
173.89 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.4 |
$450k |
|
943.00 |
477.42 |
Invesco Exchange Traded Fd T Ftse Rafi 1000
(PRF)
|
0.4 |
$429k |
|
12k |
35.20 |
Ishares Tr Ibonds 27 Etf
(IBDS)
|
0.4 |
$415k |
|
17k |
23.93 |
Vanguard Index Fds Value Etf
(VTV)
|
0.4 |
$407k |
|
2.7k |
149.52 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.4 |
$396k |
|
7.7k |
51.05 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.4 |
$382k |
|
2.3k |
165.25 |
Carrier Global Corporation
(CARR)
|
0.4 |
$380k |
|
6.6k |
57.45 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.4 |
$377k |
|
2.7k |
140.93 |
Wisdomtree Tr Us Midcap Divid
(DON)
|
0.4 |
$373k |
|
8.2k |
45.69 |
Nextera Energy
(NEE)
|
0.4 |
$370k |
|
6.1k |
60.74 |
Vanguard Bd Index Fds Vanguard Ultra
(VUSB)
|
0.4 |
$356k |
|
7.2k |
49.44 |
Home Depot
(HD)
|
0.3 |
$341k |
|
984.00 |
346.55 |
Otis Worldwide Corp
(OTIS)
|
0.3 |
$338k |
|
3.8k |
89.47 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.3 |
$327k |
|
4.2k |
77.36 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.3 |
$323k |
|
1.4k |
232.64 |
Amgen
(AMGN)
|
0.3 |
$318k |
|
1.1k |
288.02 |
Wisdomtree Tr Us Largecap Divd
(DLN)
|
0.3 |
$316k |
|
4.8k |
66.38 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.3 |
$314k |
|
2.8k |
110.66 |
Ishares Tr U.s. Fixed Incme
(FIBR)
|
0.3 |
$313k |
|
3.6k |
86.30 |
BlackRock
(BLK)
|
0.3 |
$303k |
|
374.00 |
811.24 |
Principal Financial
(PFG)
|
0.3 |
$301k |
|
3.8k |
78.67 |
Mondelez Intl Cl A
(MDLZ)
|
0.3 |
$293k |
|
4.0k |
72.43 |
International Business Machines
(IBM)
|
0.3 |
$276k |
|
1.7k |
163.55 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$270k |
|
1.5k |
179.97 |
Deere & Company
(DE)
|
0.3 |
$262k |
|
655.00 |
399.87 |
Kenvue
(KVUE)
|
0.2 |
$249k |
|
12k |
21.53 |
McDonald's Corporation
(MCD)
|
0.2 |
$247k |
|
832.00 |
296.51 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.2 |
$245k |
|
1.7k |
145.01 |
Iron Mountain
(IRM)
|
0.2 |
$245k |
|
3.5k |
69.98 |
IDEXX Laboratories
(IDXX)
|
0.2 |
$240k |
|
432.00 |
555.05 |
Ishares Tr Ibds Dec28 Etf
(IBDT)
|
0.2 |
$238k |
|
9.5k |
25.09 |
Ecolab
(ECL)
|
0.2 |
$238k |
|
1.2k |
198.35 |
Intel Corporation
(INTC)
|
0.2 |
$219k |
|
4.4k |
50.25 |
Pfizer
(PFE)
|
0.2 |
$210k |
|
7.3k |
28.79 |
Yum! Brands
(YUM)
|
0.2 |
$204k |
|
1.6k |
130.65 |