Ishares Tr Core Us Aggbd Et
(AGG)
|
15.3 |
$50M |
|
505k |
97.94 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
14.5 |
$47M |
|
180k |
259.90 |
Ishares Tr Core Msci Eafe
(IEFA)
|
8.4 |
$27M |
|
368k |
74.22 |
Vanguard Index Fds Value Etf
(VTV)
|
5.4 |
$18M |
|
107k |
162.86 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
4.1 |
$13M |
|
263k |
50.17 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
3.7 |
$12M |
|
163k |
72.63 |
Ishares Core Msci Emkt
(IEMG)
|
3.2 |
$11M |
|
203k |
51.60 |
Vanguard Index Fds Growth Etf
(VUG)
|
2.9 |
$9.5M |
|
28k |
344.20 |
Ishares Tr National Mun Etf
(MUB)
|
2.9 |
$9.3M |
|
86k |
107.60 |
Vanguard Index Fds Small Cp Etf
(VB)
|
2.7 |
$8.7M |
|
38k |
228.59 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
2.7 |
$8.6M |
|
34k |
249.86 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.6 |
$8.4M |
|
201k |
41.77 |
J P Morgan Exchange Traded F Municipal Etf
(JMUB)
|
2.6 |
$8.4M |
|
166k |
50.74 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.6 |
$8.4M |
|
16k |
523.05 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
2.3 |
$7.4M |
|
41k |
179.11 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.0 |
$6.5M |
|
19k |
337.04 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
1.8 |
$5.8M |
|
121k |
48.21 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
1.6 |
$5.2M |
|
97k |
53.39 |
Ishares Tr Russell 2000 Etf
(IWM)
|
1.5 |
$5.0M |
|
24k |
210.30 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
1.5 |
$4.8M |
|
46k |
104.73 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.4 |
$4.5M |
|
11k |
420.52 |
Ishares Tr Msci Eafe Etf
(EFA)
|
1.3 |
$4.3M |
|
54k |
79.86 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
1.1 |
$3.6M |
|
43k |
84.09 |
Managed Portfolio Series Tortoise Nram Pi
(TPYP)
|
1.1 |
$3.5M |
|
126k |
27.96 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.8 |
$2.5M |
|
42k |
60.30 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.7 |
$2.3M |
|
40k |
58.07 |
Apple
(AAPL)
|
0.7 |
$2.3M |
|
13k |
171.48 |
Home Depot
(HD)
|
0.6 |
$1.8M |
|
4.8k |
383.61 |
American Beacon Select Funds Ahl Trend Etf
(AHLT)
|
0.6 |
$1.8M |
|
76k |
24.29 |
Microsoft Corporation
(MSFT)
|
0.5 |
$1.5M |
|
3.5k |
420.72 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.4 |
$1.4M |
|
24k |
61.05 |
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
0.4 |
$1.4M |
|
24k |
59.24 |
Coca-Cola Company
(KO)
|
0.4 |
$1.3M |
|
21k |
61.18 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.3 |
$1.1M |
|
18k |
58.65 |
Johnson & Johnson
(JNJ)
|
0.3 |
$963k |
|
6.1k |
158.18 |
Vanguard World Health Car Etf
(VHT)
|
0.3 |
$866k |
|
3.2k |
270.52 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$750k |
|
1.0k |
732.78 |
Ishares Tr Core 1 5 Yr Usd
(ISTB)
|
0.2 |
$717k |
|
15k |
47.44 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$689k |
|
762.00 |
903.56 |
Amazon
(AMZN)
|
0.2 |
$665k |
|
3.7k |
180.38 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.2 |
$662k |
|
7.0k |
94.62 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$638k |
|
1.2k |
525.73 |
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.2 |
$579k |
|
4.6k |
125.33 |
Procter & Gamble Company
(PG)
|
0.2 |
$565k |
|
3.5k |
162.27 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.2 |
$545k |
|
12k |
47.06 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$536k |
|
3.5k |
152.26 |
Select Sector Spdr Tr Technology
(XLK)
|
0.2 |
$522k |
|
2.5k |
208.28 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.2 |
$515k |
|
2.5k |
205.72 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$498k |
|
3.3k |
150.93 |
Meta Platforms Cl A
(META)
|
0.1 |
$454k |
|
934.00 |
485.58 |
Marsh & McLennan Companies
(MMC)
|
0.1 |
$433k |
|
2.1k |
205.98 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.1 |
$408k |
|
5.3k |
76.67 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
0.1 |
$408k |
|
4.1k |
99.43 |
Visa Com Cl A
(V)
|
0.1 |
$400k |
|
1.4k |
279.08 |
Ishares Gold Tr Ishares New
(IAU)
|
0.1 |
$389k |
|
9.3k |
42.01 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$375k |
|
2.5k |
147.73 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$374k |
|
2.9k |
131.24 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$368k |
|
1.8k |
200.27 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.1 |
$362k |
|
4.0k |
91.26 |
Union Pacific Corporation
(UNP)
|
0.1 |
$319k |
|
1.3k |
245.93 |
Merck & Co
(MRK)
|
0.1 |
$288k |
|
2.2k |
131.95 |
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
0.1 |
$274k |
|
3.1k |
89.50 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$272k |
|
2.3k |
116.23 |
Intuitive Surgical Com New
(ISRG)
|
0.1 |
$266k |
|
667.00 |
399.09 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$252k |
|
1.4k |
182.61 |
McDonald's Corporation
(MCD)
|
0.1 |
$248k |
|
881.00 |
281.95 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$247k |
|
424.00 |
581.42 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$244k |
|
537.00 |
454.87 |
ConocoPhillips
(COP)
|
0.1 |
$242k |
|
1.9k |
127.26 |
Chevron Corporation
(CVX)
|
0.1 |
$240k |
|
1.5k |
157.73 |
Abbvie
(ABBV)
|
0.1 |
$240k |
|
1.3k |
182.09 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$232k |
|
483.00 |
480.70 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$231k |
|
1.9k |
120.99 |
Trane Technologies SHS
(TT)
|
0.1 |
$225k |
|
750.00 |
300.20 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.1 |
$224k |
|
2.6k |
86.48 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
0.1 |
$218k |
|
2.2k |
100.81 |