Spdr S&p 500 Etf Trust Etf
(SPY)
|
12.8 |
$15M |
|
31k |
475.31 |
Apple Stock
(AAPL)
|
5.8 |
$6.6M |
|
35k |
192.53 |
Nvidia Corporation Stock
(NVDA)
|
4.8 |
$5.6M |
|
11k |
495.22 |
Microsoft Corp Stock
(MSFT)
|
4.6 |
$5.3M |
|
14k |
376.04 |
Vanguard S&p 500 Etf Etf
(VOO)
|
4.2 |
$4.9M |
|
11k |
436.82 |
Amazon Stock
(AMZN)
|
3.6 |
$4.2M |
|
28k |
151.94 |
Dimensional Emerging Core Equity Market Etf Etf
(DFAE)
|
3.0 |
$3.4M |
|
142k |
24.11 |
Vanguard Short-term Treasury Etf Etf
(VGSH)
|
2.5 |
$2.9M |
|
49k |
58.33 |
Vanguard Intermediate-term Corporate Bond Etf Etf
(VCIT)
|
2.5 |
$2.8M |
|
35k |
81.28 |
Snap Inc Cl A Stock
(SNAP)
|
1.7 |
$2.0M |
|
119k |
16.93 |
Alphabet Inc Cap Stk Cl C Stock
(GOOG)
|
1.7 |
$1.9M |
|
14k |
140.93 |
Alphabet Inc Cap Stk Cl A Stock
(GOOGL)
|
1.4 |
$1.6M |
|
12k |
139.69 |
Ishares Russell 1000 Growth Etf Etf
(IWF)
|
1.4 |
$1.6M |
|
5.3k |
303.17 |
Jpmorgan Chase & Co Stock
(JPM)
|
1.3 |
$1.5M |
|
9.0k |
170.11 |
Meta Platforms Inc Cl A Stock
(META)
|
1.3 |
$1.5M |
|
4.2k |
353.99 |
Vanguard Total Bond Market Etf Etf
(BND)
|
1.2 |
$1.4M |
|
19k |
73.55 |
Ishares Russell 1000 Value Etf Etf
(IWD)
|
1.1 |
$1.3M |
|
7.9k |
165.25 |
Spdr Portfolio S&p 500 Value Etf Etf
(SPYV)
|
1.1 |
$1.3M |
|
28k |
46.63 |
Technology Select Sector Spdr Fund Etf
(XLK)
|
1.0 |
$1.2M |
|
6.1k |
192.48 |
Ishares Dow Jones U.s. Etf Etf
(IYY)
|
0.9 |
$1.1M |
|
9.3k |
116.53 |
Netflix Stock
(NFLX)
|
0.9 |
$1.0M |
|
2.1k |
486.77 |
Visa Inc Com Cl A Stock
(V)
|
0.9 |
$1.0M |
|
3.9k |
260.35 |
Mastercard Incorporated Cl A Stock
(MA)
|
0.8 |
$936k |
|
2.2k |
426.51 |
Spotify Technology S A Stock
(SPOT)
|
0.8 |
$905k |
|
4.8k |
187.91 |
Vanguard Ftse Developed Markets Etf Etf
(VEA)
|
0.8 |
$900k |
|
19k |
47.90 |
Unitedhealth Group Stock
(UNH)
|
0.8 |
$873k |
|
1.7k |
526.47 |
Tesla Stock
(TSLA)
|
0.7 |
$771k |
|
3.1k |
248.48 |
Costco Whsl Corp Stock
(COST)
|
0.6 |
$745k |
|
1.1k |
660.17 |
Comcast Corp New Cl A Stock
(CMCSA)
|
0.6 |
$731k |
|
17k |
43.85 |
Berkshire Hathaway Inc Del Cl B Stock
(BRK.B)
|
0.6 |
$712k |
|
2.0k |
356.66 |
Novo-nordisk A S Adr
(NVO)
|
0.6 |
$711k |
|
6.9k |
103.45 |
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf
(GUNR)
|
0.6 |
$709k |
|
17k |
40.95 |
Intel Corp Stock
(INTC)
|
0.6 |
$693k |
|
14k |
50.25 |
Ishares Russell 2000 Etf Etf
(IWM)
|
0.6 |
$662k |
|
3.3k |
200.71 |
Dimensional Emerging Markets Sustainability Core 1 Etf Etf
(DFSE)
|
0.6 |
$656k |
|
21k |
31.62 |
Johnson & Johnson Stock
(JNJ)
|
0.6 |
$640k |
|
4.1k |
156.74 |
Broadcom Stock
(AVGO)
|
0.5 |
$632k |
|
566.00 |
1116.25 |
Walmart Stock
(WMT)
|
0.5 |
$622k |
|
3.9k |
157.65 |
Eli Lilly & Co Stock
(LLY)
|
0.5 |
$618k |
|
1.1k |
583.10 |
Vanguard Ftse Emerging Markets Etf Etf
(VWO)
|
0.5 |
$603k |
|
15k |
41.10 |
Mcdonalds Corp Stock
(MCD)
|
0.5 |
$593k |
|
2.0k |
296.51 |
Accenture Plc Ireland Shs Class A Stock
(ACN)
|
0.5 |
$574k |
|
1.6k |
350.91 |
Ishares Core Msci Emerging Markets Etf Etf
(IEMG)
|
0.5 |
$567k |
|
11k |
50.58 |
Intuit Stock
(INTU)
|
0.5 |
$566k |
|
906.00 |
625.03 |
DFA U.S. Small Cap ETF Etf
(DFAS)
|
0.5 |
$564k |
|
9.5k |
59.62 |
Adobe Stock
(ADBE)
|
0.5 |
$557k |
|
934.00 |
596.60 |
Oracle Corp Stock
(ORCL)
|
0.5 |
$552k |
|
5.2k |
105.43 |
iShares S&P 500 Value ETF Etf
(IVE)
|
0.5 |
$550k |
|
3.2k |
173.89 |
Berkshire Hathaway Inc Del Cl A Stock
(BRK.A)
|
0.5 |
$543k |
|
1.00 |
542625.00 |
iShares S&P 500 Growth ETF Etf
(IVW)
|
0.5 |
$529k |
|
7.0k |
75.10 |
Asml Holding N V N Y Registry Adr
(ASML)
|
0.4 |
$506k |
|
669.00 |
756.92 |
Merck & Co Stock
(MRK)
|
0.4 |
$501k |
|
4.6k |
109.02 |
Ishares Core S&p 500 Etf Etf
(IVV)
|
0.4 |
$497k |
|
1.0k |
477.63 |
Invesco Qqq Trust Series I Etf
(QQQ)
|
0.4 |
$496k |
|
1.2k |
409.52 |
Procter And Gamble Stock
(PG)
|
0.4 |
$492k |
|
3.4k |
146.54 |
Home Depot Stock
(HD)
|
0.4 |
$461k |
|
1.3k |
346.55 |
Ishares Core S&p Mid-cap Etf Etf
(IJH)
|
0.4 |
$444k |
|
1.6k |
277.15 |
Applied Matls Stock
(AMAT)
|
0.4 |
$435k |
|
2.7k |
162.07 |
Citigroup Stock
(C)
|
0.4 |
$428k |
|
8.3k |
51.44 |
Schwab U.s. Small-cap Etf Etf
(SCHA)
|
0.4 |
$425k |
|
9.0k |
47.24 |
Chevron Corp Stock
(CVX)
|
0.4 |
$413k |
|
2.8k |
149.14 |
Ishares Msci Eafe Etf Etf
(EFA)
|
0.4 |
$406k |
|
5.4k |
75.35 |
American Express Stock
(AXP)
|
0.3 |
$389k |
|
2.1k |
187.33 |
Nike Inc Cl B Stock
(NKE)
|
0.3 |
$388k |
|
3.6k |
108.57 |
Advanced Micro Devices Stock
(AMD)
|
0.3 |
$382k |
|
2.6k |
147.41 |
Shell Plc Spon Ads Adr
(SHEL)
|
0.3 |
$378k |
|
5.7k |
65.80 |
Bank America Corp Stock
(BAC)
|
0.3 |
$374k |
|
11k |
33.67 |
Novartis Adr
(NVS)
|
0.3 |
$365k |
|
3.6k |
100.97 |
Salesforce Stock
(CRM)
|
0.3 |
$359k |
|
1.4k |
263.14 |
Ishares Msci Emerging Markets Etf Etf
(EEM)
|
0.3 |
$359k |
|
8.9k |
40.21 |
Conocophillips Stock
(COP)
|
0.3 |
$353k |
|
3.0k |
116.07 |
Verizon Communications Stock
(VZ)
|
0.3 |
$351k |
|
9.3k |
37.70 |
Dimensional Emerging Markets Core Equity 2 Etf Etf
(DFEM)
|
0.3 |
$350k |
|
14k |
24.96 |
Pepsico Stock
(PEP)
|
0.3 |
$341k |
|
2.0k |
169.84 |
Qualcomm Stock
(QCOM)
|
0.3 |
$330k |
|
2.3k |
144.63 |
Texas Instrs Stock
(TXN)
|
0.3 |
$328k |
|
1.9k |
170.46 |
Disney Walt Stock
(DIS)
|
0.3 |
$326k |
|
3.6k |
90.29 |
Sap Se Adr
(SAP)
|
0.3 |
$324k |
|
2.1k |
154.59 |
Shopify Inc Cl A Stock
(SHOP)
|
0.3 |
$324k |
|
4.2k |
77.90 |
Abbott Labs Stock
(ABT)
|
0.3 |
$319k |
|
2.9k |
110.07 |
Totalenergies Se Adr
(TTE)
|
0.3 |
$316k |
|
4.7k |
67.38 |
International Business Machs Stock
(IBM)
|
0.3 |
$314k |
|
1.9k |
163.57 |
Spdr Dow Jones Industrial Average Etf Trust Etf
(DIA)
|
0.3 |
$312k |
|
827.00 |
376.90 |
Abbvie Stock
(ABBV)
|
0.3 |
$310k |
|
2.0k |
154.97 |
Danaher Corporation Stock
(DHR)
|
0.3 |
$308k |
|
1.3k |
231.34 |
Lauder Estee Cos Inc Cl A Stock
(EL)
|
0.3 |
$304k |
|
2.1k |
146.25 |
Blackstone Stock
(BX)
|
0.3 |
$302k |
|
2.3k |
130.92 |
Pfizer Stock
(PFE)
|
0.3 |
$301k |
|
11k |
28.79 |
Abrdn Physical Precious Metals Basket Shares Etf Etf
(GLTR)
|
0.3 |
$300k |
|
3.3k |
91.02 |
Williams Sonoma Stock
(WSM)
|
0.3 |
$290k |
|
1.4k |
201.78 |
Exxon Mobil Corp Stock
(XOM)
|
0.3 |
$290k |
|
2.9k |
99.98 |
Wells Fargo Stock
(WFC)
|
0.3 |
$289k |
|
5.9k |
49.22 |
Ishares Msci Japan Etf Etf
(EWJ)
|
0.2 |
$280k |
|
4.4k |
64.14 |
Linde Stock
(LIN)
|
0.2 |
$280k |
|
681.00 |
410.71 |
Micron Technology Stock
(MU)
|
0.2 |
$277k |
|
3.3k |
85.34 |
Bhp Group Adr
(BHP)
|
0.2 |
$277k |
|
4.1k |
68.31 |
Fidelity Msci Information Technology Index Etf Etf
(FTEC)
|
0.2 |
$277k |
|
1.9k |
143.65 |
Nextera Energy Stock
(NEE)
|
0.2 |
$276k |
|
4.5k |
60.74 |
Lam Research Corp Stock
(LRCX)
|
0.2 |
$275k |
|
351.00 |
783.26 |
Cisco Sys Stock
(CSCO)
|
0.2 |
$271k |
|
5.4k |
50.52 |
Schwab Fundamental International Large Co. Index Etf Etf
(FNDF)
|
0.2 |
$270k |
|
8.0k |
33.73 |
Jpmorgan Betabuilders Europe Etf Etf
(BBEU)
|
0.2 |
$263k |
|
4.6k |
56.59 |
Ares Capital Corp Cef
(ARCC)
|
0.2 |
$260k |
|
13k |
20.03 |
Jpmorgan Betabuilders Canada Etf Etf
(BBCA)
|
0.2 |
$260k |
|
4.1k |
64.12 |
Servicenow Stock
(NOW)
|
0.2 |
$259k |
|
366.00 |
706.49 |
Target Corp Stock
(TGT)
|
0.2 |
$254k |
|
1.8k |
142.42 |
Elevance Health Stock
(ELV)
|
0.2 |
$249k |
|
528.00 |
471.56 |
The Cigna Group Stock
(CI)
|
0.2 |
$248k |
|
828.00 |
299.45 |
Vertex Pharmaceuticals Stock
(VRTX)
|
0.2 |
$246k |
|
604.00 |
406.89 |
Thermo Fisher Scientific Stock
(TMO)
|
0.2 |
$246k |
|
463.00 |
530.79 |
Bristol-myers Squibb Stock
(BMY)
|
0.2 |
$245k |
|
4.8k |
51.31 |
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf
(NFRA)
|
0.2 |
$245k |
|
4.6k |
53.50 |
Stellantis Stock
(STLA)
|
0.2 |
$239k |
|
10k |
23.32 |
Goldman Sachs Group Stock
(GS)
|
0.2 |
$238k |
|
617.00 |
385.77 |
Toyota Motor Corp Ads Adr
(TM)
|
0.2 |
$234k |
|
1.3k |
183.38 |
GSK Adr
(GSK)
|
0.2 |
$230k |
|
6.2k |
37.06 |
Invesco S&p 500 Equal Weight Technology Etf Etf
(RSPT)
|
0.2 |
$229k |
|
7.0k |
32.64 |
Flexshares Global Quality Real Estate Index Fund Etf
(GQRE)
|
0.2 |
$226k |
|
4.0k |
55.78 |
Manulife Finl Corp Stock
(MFC)
|
0.2 |
$225k |
|
10k |
22.10 |
Zoetis Inc Cl A Stock
(ZTS)
|
0.2 |
$223k |
|
1.1k |
197.37 |
Intercontinental Exchange Stock
(ICE)
|
0.2 |
$219k |
|
1.7k |
128.43 |
Ubs Group Stock
(UBS)
|
0.2 |
$219k |
|
7.1k |
30.90 |
Enterprise Prods Partners Stock
(EPD)
|
0.2 |
$216k |
|
8.2k |
26.35 |
Vanguard Tax-exempt Bond Etf Etf
(VTEB)
|
0.2 |
$215k |
|
4.2k |
51.05 |
Taiwan Semiconductor Mfg Adr
(TSM)
|
0.2 |
$214k |
|
2.1k |
104.00 |
Avangrid Stock
(AGR)
|
0.2 |
$213k |
|
6.6k |
32.41 |
Morgan Stanley Stock
(MS)
|
0.2 |
$213k |
|
2.3k |
93.25 |
Palo Alto Networks Stock
(PANW)
|
0.2 |
$213k |
|
722.00 |
294.88 |
Coca Cola Stock
(KO)
|
0.2 |
$212k |
|
3.6k |
58.93 |
Ishares New York Muni Bond Etf Etf
(NYF)
|
0.2 |
$212k |
|
3.9k |
54.09 |
At&t Stock
(T)
|
0.2 |
$212k |
|
13k |
16.78 |
Jpmorgan Betabuilders Developed Asia Pacific-ex Japan Etf Etf
(BBAX)
|
0.2 |
$210k |
|
4.2k |
49.51 |
Rockwell Automation Stock
(ROK)
|
0.2 |
$210k |
|
675.00 |
310.48 |
Deere & Co Stock
(DE)
|
0.2 |
$210k |
|
524.00 |
399.87 |
Invesco S&p 500 Equal Weight Health Care Etf Etf
(RSPH)
|
0.2 |
$209k |
|
7.0k |
29.78 |
Amgen Stock
(AMGN)
|
0.2 |
$208k |
|
723.00 |
288.02 |
Intuitive Surgical Stock
(ISRG)
|
0.2 |
$204k |
|
604.00 |
337.36 |
Capital One Finl Corp Stock
(COF)
|
0.2 |
$202k |
|
1.5k |
131.12 |
Banco Bilbao Vizcaya Argentari Adr
(BBVA)
|
0.1 |
$167k |
|
18k |
9.11 |
Haleon Plc Spon Ads Adr
(HLN)
|
0.1 |
$155k |
|
19k |
8.23 |
Banco Santander Adr
(SAN)
|
0.1 |
$145k |
|
35k |
4.14 |
Vodafone Group Adr
(VOD)
|
0.1 |
$118k |
|
14k |
8.70 |
Mitsubishi Ufj Finl Group Adr
(MUFG)
|
0.1 |
$115k |
|
13k |
8.61 |
Sumitomo Mitsui Finl Group Adr
(SMFG)
|
0.1 |
$98k |
|
10k |
9.68 |
Nu Hldgs Ltd Ord Shs Cl A Stock
(NU)
|
0.1 |
$95k |
|
11k |
8.33 |
Docusign Inc 0 01/15/2024 Convertible
|
0.1 |
$75k |
|
75k |
0.99 |
Mizuho Financial Group Adr
(MFG)
|
0.1 |
$68k |
|
20k |
3.44 |
Algonquin Pwr Utils Corp Stock
(AQN)
|
0.1 |
$67k |
|
11k |
6.32 |
B2gold Corp Stock
(BTG)
|
0.1 |
$66k |
|
21k |
3.16 |
Lloyds Banking Group Adr
(LYG)
|
0.0 |
$46k |
|
19k |
2.39 |