|
Ishares Msci Eafe Etf Etf
(EFA)
|
22.6 |
$35M |
|
397k |
89.39 |
|
Ishares Russell 1000 Growth Etf Etf
(IWF)
|
17.1 |
$27M |
|
63k |
424.58 |
|
Ishares Russell 1000 Value Etf Etf
(IWD)
|
16.9 |
$27M |
|
137k |
194.23 |
|
Spdr S&p 500 Etf Trust Etf
(SPY)
|
8.3 |
$13M |
|
21k |
617.85 |
|
Invesco Nasdaq 100 Etf Etf
(QQQ)
|
8.0 |
$13M |
|
23k |
551.64 |
|
Spdr Bloomberg 1-3 Month T-bill Etf Etf
(BIL)
|
6.3 |
$9.8M |
|
107k |
91.73 |
|
Vanguard Total Bond Market Etf Etf
(BND)
|
5.2 |
$8.2M |
|
111k |
73.63 |
|
Ishares Msci Emerging Markets Etf Etf
(EEM)
|
4.5 |
$7.0M |
|
145k |
48.24 |
|
Ishares Russell 2000 Etf Etf
(IWM)
|
4.1 |
$6.4M |
|
30k |
215.79 |
|
Vanguard Total International Bond Etf Etf
(BNDX)
|
1.3 |
$2.0M |
|
41k |
49.51 |
|
Ishares Esg Aware Msci Eafe Etf Etf
(ESGD)
|
1.0 |
$1.6M |
|
18k |
89.22 |
|
Ishares Esg Aware Msci Usa Etf Etf
(ESGU)
|
1.0 |
$1.6M |
|
12k |
135.30 |
|
Ishares Esg Optimized Msci Usa Etf Etf
(SUSA)
|
1.0 |
$1.6M |
|
13k |
126.75 |
|
Vanguard Total Us Stock Market Etf Etf
(VTI)
|
0.6 |
$938k |
|
3.1k |
303.93 |
|
Eli Lilly & Co Stock
(LLY)
|
0.5 |
$709k |
|
909.00 |
779.53 |
|
Vanguard Ftse All-world Ex Us Etf Etf
(VEU)
|
0.3 |
$535k |
|
8.0k |
67.22 |
|
Ishares Esg Aware Msci Em Etf Etf
(ESGE)
|
0.3 |
$433k |
|
11k |
39.17 |
|
Ishares Msci Usa Small-cap Esg Etf Etf
(ESML)
|
0.2 |
$332k |
|
8.0k |
41.33 |
|
Dimensional U.s. Core Equity 2 Etf Etf
(DFAC)
|
0.1 |
$215k |
|
6.0k |
35.84 |
|
Nextera Energy Stock
(NEE)
|
0.1 |
$123k |
|
1.8k |
69.42 |
|
Dimensional International Value Etf Etf
(DFIV)
|
0.1 |
$101k |
|
2.3k |
42.83 |
|
Sun Life Financial Stock
(SLF)
|
0.1 |
$90k |
|
1.4k |
66.45 |
|
Duke Energy Corp Stock
(DUK)
|
0.0 |
$75k |
|
634.00 |
118.00 |
|
Wisdomtree U.s. Largecap Dividend Fund Etf
(DLN)
|
0.0 |
$67k |
|
814.00 |
82.14 |
|
Amazon Stock
(AMZN)
|
0.0 |
$48k |
|
220.00 |
219.39 |
|
Enbridge Stock
(ENB)
|
0.0 |
$46k |
|
1.0k |
45.32 |
|
Jpmorgan Chase & Co Stock
(JPM)
|
0.0 |
$37k |
|
127.00 |
289.91 |
|
Ishares S&p 500 Growth Etf Etf
(IVW)
|
0.0 |
$36k |
|
331.00 |
110.10 |
|
Ishares Russell Mid-cap Growth Etf Etf
(IWP)
|
0.0 |
$36k |
|
257.00 |
138.68 |
|
Ishares S&p 500 Value Etf Etf
(IVE)
|
0.0 |
$36k |
|
182.00 |
195.42 |
|
Energy Transfer L P Com Ut Ltd Ptn Stock
(ET)
|
0.0 |
$31k |
|
1.7k |
18.13 |
|
Apple Stock
(AAPL)
|
0.0 |
$31k |
|
152.00 |
205.17 |
|
Ishares S&p Mid-cap 400 Value Etf Etf
(IJJ)
|
0.0 |
$31k |
|
252.00 |
123.58 |
|
Ishares Core S&p Mid-cap Etf Etf
(IJH)
|
0.0 |
$22k |
|
355.00 |
62.02 |
|
Nvidia Corporation Stock
(NVDA)
|
0.0 |
$17k |
|
110.00 |
157.99 |
|
Visa Inc Com Cl A Stock
(V)
|
0.0 |
$15k |
|
43.00 |
355.05 |
|
Meta Platforms Inc Cl A Stock
(META)
|
0.0 |
$15k |
|
20.00 |
738.10 |
|
Ishares Msci Usa Quality Factor Etf Etf
(QUAL)
|
0.0 |
$12k |
|
65.00 |
182.82 |
|
Abbott Labs Stock
(ABT)
|
0.0 |
$6.3k |
|
46.00 |
136.00 |
|
Walmart Stock
(WMT)
|
0.0 |
$6.2k |
|
63.00 |
97.78 |
|
Cme Group Stock
(CME)
|
0.0 |
$4.7k |
|
17.00 |
275.65 |
|
Labcorp Holdings Stock
(LH)
|
0.0 |
$4.5k |
|
17.00 |
262.53 |
|
American Tower Corp Reit
(AMT)
|
0.0 |
$4.4k |
|
20.00 |
221.00 |
|
Martin Marietta Matls Stock
(MLM)
|
0.0 |
$4.4k |
|
8.00 |
549.00 |
|
Ishares Msci Intl Value Factor Etf Etf
(IVLU)
|
0.0 |
$4.2k |
|
128.00 |
32.89 |
|
Mondelez Intl Inc Cl A Stock
(MDLZ)
|
0.0 |
$3.4k |
|
50.00 |
67.44 |
|
Automatic Data Processing Stock
(ADP)
|
0.0 |
$3.1k |
|
10.00 |
308.40 |
|
Oreilly Automotive Stock
(ORLY)
|
0.0 |
$2.7k |
|
30.00 |
90.13 |
|
Vici Pptys Reit
(VICI)
|
0.0 |
$2.5k |
|
76.00 |
32.61 |
|
Cheniere Energy Stock
(LNG)
|
0.0 |
$1.7k |
|
7.00 |
243.57 |
|
Rivian Automotive Inc Com Cl A Stock
(RIVN)
|
0.0 |
$1.1k |
|
79.00 |
13.73 |
|
Angi Inc Cl A Stock
(ANGI)
|
0.0 |
$229.000500 |
|
15.00 |
15.27 |