Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
17.6 |
$18M |
|
300k |
61.05 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
8.7 |
$9.0M |
|
100k |
90.44 |
Johnson & Johnson
(JNJ)
|
6.3 |
$6.6M |
|
42k |
158.19 |
Ishares Tr TRS FLT RT BD
(TFLO)
|
5.1 |
$5.4M |
|
106k |
50.69 |
Apple
(AAPL)
|
2.8 |
$2.9M |
|
17k |
171.48 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
2.7 |
$2.8M |
|
17k |
164.35 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
2.6 |
$2.7M |
|
5.5k |
480.66 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.4 |
$2.5M |
|
7.5k |
337.05 |
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
2.4 |
$2.5M |
|
69k |
36.54 |
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
2.0 |
$2.1M |
|
69k |
30.22 |
Vanguard Index Fds Growth Etf
(VUG)
|
1.9 |
$2.0M |
|
5.8k |
344.18 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
1.8 |
$1.9M |
|
37k |
50.74 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.7 |
$1.8M |
|
9.9k |
182.60 |
Ishares Tr National Mun Etf
(MUB)
|
1.7 |
$1.7M |
|
16k |
107.60 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
1.7 |
$1.7M |
|
36k |
48.21 |
Ishares Tr S&p 100 Etf
(OEF)
|
1.5 |
$1.6M |
|
6.5k |
247.43 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
1.5 |
$1.6M |
|
17k |
92.72 |
Ishares Tr Usd Grn Bond Etf
(BGRN)
|
1.5 |
$1.6M |
|
33k |
46.89 |
Microsoft Corporation
(MSFT)
|
1.5 |
$1.5M |
|
3.6k |
420.73 |
Dimensional Etf Trust Us High Profitab
(DUHP)
|
1.4 |
$1.4M |
|
46k |
31.61 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
1.3 |
$1.3M |
|
12k |
115.30 |
Amazon
(AMZN)
|
1.2 |
$1.3M |
|
6.9k |
180.38 |
Ishares Tr Msci Intl Qualty
(IQLT)
|
1.1 |
$1.1M |
|
28k |
39.66 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.1 |
$1.1M |
|
2.2k |
523.03 |
Ishares Tr Core S&p Us Gwt
(IUSG)
|
1.1 |
$1.1M |
|
9.5k |
117.21 |
Mastercard Incorporated Cl A
(MA)
|
1.0 |
$997k |
|
2.1k |
481.57 |
Pimco Etf Tr Inter Mun Bd Act
(MUNI)
|
0.9 |
$954k |
|
18k |
52.47 |
Eli Lilly & Co.
(LLY)
|
0.9 |
$906k |
|
1.2k |
777.96 |
TJX Companies
(TJX)
|
0.8 |
$840k |
|
8.3k |
101.42 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.8 |
$822k |
|
9.7k |
84.44 |
Procter & Gamble Company
(PG)
|
0.8 |
$813k |
|
5.0k |
162.26 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.8 |
$811k |
|
5.4k |
150.93 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.8 |
$808k |
|
13k |
62.06 |
Wisdomtree Tr Us Ai Enhanced
(AIVL)
|
0.8 |
$806k |
|
7.9k |
101.78 |
Merck & Co
(MRK)
|
0.8 |
$795k |
|
6.0k |
131.96 |
Wisdomtree Tr Floatng Rat Trea
(USFR)
|
0.8 |
$795k |
|
16k |
50.29 |
Raytheon Technologies Corp
(RTX)
|
0.7 |
$779k |
|
8.0k |
97.53 |
Regeneron Pharmaceuticals
(REGN)
|
0.7 |
$772k |
|
802.00 |
962.49 |
Pepsi
(PEP)
|
0.7 |
$697k |
|
4.0k |
175.00 |
Ishares Tr Ibonds Dec2026
(IBDR)
|
0.7 |
$695k |
|
29k |
23.85 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.7 |
$685k |
|
1.6k |
420.52 |
Ishares Tr Ibonds Dec25 Etf
(IBDQ)
|
0.6 |
$654k |
|
26k |
24.81 |
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$636k |
|
3.2k |
200.30 |
Wisdomtree Tr Us Smallcap Divd
(DES)
|
0.6 |
$612k |
|
19k |
32.68 |
Ishares Tr Ibonds 27 Etf
(IBDS)
|
0.6 |
$605k |
|
25k |
23.80 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.5 |
$549k |
|
11k |
50.60 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.5 |
$502k |
|
2.7k |
186.81 |
Genworth Finl Com Cl A
(GNW)
|
0.5 |
$494k |
|
77k |
6.43 |
Invesco Exchange Traded Fd T Ftse Rafi 1000
(PRF)
|
0.5 |
$469k |
|
12k |
38.47 |
Vanguard Index Fds Value Etf
(VTV)
|
0.4 |
$443k |
|
2.7k |
162.85 |
Ishares Tr Ibds Dec28 Etf
(IBDT)
|
0.4 |
$415k |
|
17k |
24.91 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.4 |
$414k |
|
2.3k |
179.11 |
Wisdomtree Tr Us Midcap Divid
(DON)
|
0.4 |
$398k |
|
8.2k |
48.77 |
Carrier Global Corporation
(CARR)
|
0.4 |
$384k |
|
6.6k |
58.13 |
Nextera Energy
(NEE)
|
0.4 |
$378k |
|
5.9k |
63.91 |
Otis Worldwide Corp
(OTIS)
|
0.4 |
$375k |
|
3.8k |
99.27 |
Wisdomtree Tr Us Largecap Divd
(DLN)
|
0.3 |
$344k |
|
4.8k |
72.19 |
Vanguard Bd Index Fds Vanguard Ultra
(VUSB)
|
0.3 |
$343k |
|
6.9k |
49.55 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.3 |
$339k |
|
4.4k |
77.32 |
Principal Financial
(PFG)
|
0.3 |
$330k |
|
3.8k |
86.31 |
Automatic Data Processing
(ADP)
|
0.3 |
$323k |
|
1.3k |
249.74 |
International Business Machines
(IBM)
|
0.3 |
$321k |
|
1.7k |
190.96 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$317k |
|
2.1k |
152.26 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.3 |
$308k |
|
2.8k |
108.92 |
Home Depot
(HD)
|
0.3 |
$302k |
|
787.00 |
383.60 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$288k |
|
1.5k |
191.88 |
Mondelez Intl Cl A
(MDLZ)
|
0.3 |
$283k |
|
4.0k |
70.00 |
Iron Mountain
(IRM)
|
0.3 |
$281k |
|
3.5k |
80.21 |
Kenvue
(KVUE)
|
0.2 |
$238k |
|
11k |
21.46 |
IDEXX Laboratories
(IDXX)
|
0.2 |
$233k |
|
432.00 |
539.93 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$232k |
|
442.00 |
525.20 |
Ishares Tr Us Fixed Inc Bal
(FIBR)
|
0.2 |
$222k |
|
2.6k |
86.01 |
Yum! Brands
(YUM)
|
0.2 |
$216k |
|
1.6k |
138.67 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.2 |
$216k |
|
2.8k |
75.98 |
Netflix
(NFLX)
|
0.2 |
$213k |
|
350.00 |
607.33 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.2 |
$210k |
|
1.3k |
155.91 |
McDonald's Corporation
(MCD)
|
0.2 |
$210k |
|
743.00 |
281.95 |
Deere & Company
(DE)
|
0.2 |
$209k |
|
508.00 |
410.74 |
Cigna Corp
(CI)
|
0.2 |
$202k |
|
556.00 |
363.19 |