Vanguard Index Fds Total Stk Mkt
(VTI)
|
19.4 |
$36M |
|
187k |
194.64 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
8.5 |
$16M |
|
134k |
118.19 |
Ishares Tr Core Msci Eafe
(IEFA)
|
8.1 |
$15M |
|
221k |
69.09 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
5.4 |
$10M |
|
96k |
104.44 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
5.0 |
$9.4M |
|
199k |
47.21 |
Ishares Core Msci Emkt
(IEMG)
|
3.9 |
$7.3M |
|
117k |
62.04 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
3.7 |
$6.9M |
|
135k |
51.39 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
3.6 |
$6.8M |
|
137k |
50.11 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
3.6 |
$6.7M |
|
29k |
231.86 |
Vanguard Index Fds Value Etf
(VTV)
|
3.2 |
$6.0M |
|
50k |
118.95 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
2.8 |
$5.2M |
|
25k |
206.76 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
2.6 |
$5.0M |
|
97k |
51.10 |
Ishares Tr Msci Eafe Etf
(EFA)
|
2.5 |
$4.7M |
|
64k |
72.96 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
2.4 |
$4.5M |
|
84k |
53.04 |
Vanguard Index Fds Growth Etf
(VUG)
|
2.1 |
$4.0M |
|
16k |
253.37 |
Vanguard Index Fds Small Cp Etf
(VB)
|
2.0 |
$3.8M |
|
19k |
194.69 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
1.9 |
$3.6M |
|
59k |
61.60 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
1.9 |
$3.5M |
|
15k |
241.12 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
1.8 |
$3.4M |
|
25k |
136.75 |
Ishares Tr Russell 2000 Etf
(IWM)
|
1.4 |
$2.7M |
|
14k |
196.04 |
Managed Portfolio Series Tortoise Nram Pi
(TPYP)
|
1.2 |
$2.3M |
|
131k |
17.32 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
1.2 |
$2.3M |
|
20k |
113.42 |
Apple
(AAPL)
|
1.1 |
$2.0M |
|
15k |
132.67 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.9 |
$1.7M |
|
4.7k |
373.90 |
Ishares Tr 0-5yr Invt Gr Cp
(SLQD)
|
0.7 |
$1.3M |
|
25k |
52.21 |
Coca-Cola Company
(KO)
|
0.7 |
$1.3M |
|
23k |
54.83 |
Microsoft Corporation
(MSFT)
|
0.6 |
$1.1M |
|
4.8k |
222.50 |
Home Depot
(HD)
|
0.4 |
$817k |
|
3.1k |
265.69 |
Vanguard World Fds Health Car Etf
(VHT)
|
0.4 |
$772k |
|
3.4k |
223.83 |
Visa Com Cl A
(V)
|
0.4 |
$736k |
|
3.4k |
218.66 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.4 |
$715k |
|
10k |
68.52 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.4 |
$685k |
|
8.3k |
82.96 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.3 |
$625k |
|
10k |
60.17 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.3 |
$621k |
|
11k |
58.35 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$603k |
|
1.6k |
375.23 |
Johnson & Johnson
(JNJ)
|
0.3 |
$576k |
|
3.7k |
157.29 |
Merck & Co
(MRK)
|
0.3 |
$557k |
|
6.8k |
81.82 |
Amazon
(AMZN)
|
0.3 |
$534k |
|
164.00 |
3256.10 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.3 |
$482k |
|
4.5k |
105.96 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$478k |
|
273.00 |
1750.92 |
Procter & Gamble Company
(PG)
|
0.2 |
$440k |
|
3.2k |
139.06 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.2 |
$433k |
|
2.4k |
178.48 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$368k |
|
210.00 |
1752.38 |
Walt Disney Company
(DIS)
|
0.2 |
$360k |
|
2.0k |
181.27 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.2 |
$335k |
|
3.8k |
88.16 |
Unilever Spon Adr New
(UL)
|
0.2 |
$326k |
|
5.4k |
60.34 |
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.2 |
$300k |
|
3.1k |
97.06 |
Facebook Cl A
(META)
|
0.2 |
$283k |
|
1.0k |
272.90 |
L3harris Technologies
(LHX)
|
0.1 |
$278k |
|
1.5k |
189.24 |
Ishares Gold Trust Ishares
|
0.1 |
$264k |
|
15k |
18.11 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$258k |
|
2.0k |
130.11 |
Marsh & McLennan Companies
(MMC)
|
0.1 |
$256k |
|
2.2k |
116.89 |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb
|
0.1 |
$250k |
|
11k |
21.88 |
American Tower Reit
(AMT)
|
0.1 |
$243k |
|
1.1k |
224.17 |
Union Pacific Corporation
(UNP)
|
0.1 |
$239k |
|
1.1k |
208.19 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.1 |
$237k |
|
3.3k |
72.34 |
Amgen
(AMGN)
|
0.1 |
$235k |
|
1.0k |
229.94 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$230k |
|
1.7k |
134.58 |
Intuitive Surgical Com New
(ISRG)
|
0.1 |
$224k |
|
274.00 |
817.52 |
McDonald's Corporation
(MCD)
|
0.1 |
$220k |
|
1.0k |
214.43 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$217k |
|
465.00 |
466.67 |
Spdr Index Shs Fds Msci Acwi Exus
(CWI)
|
0.1 |
$209k |
|
7.6k |
27.59 |
Altria
(MO)
|
0.1 |
$209k |
|
5.1k |
41.00 |
General Electric Company
|
0.1 |
$110k |
|
10k |
10.81 |