Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
18.0 |
$60M |
|
195k |
308.36 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
12.1 |
$40M |
|
847k |
47.61 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
11.7 |
$39M |
|
573k |
68.29 |
Ishares Tr Rus 1000 Etf
(IWB)
|
9.1 |
$30M |
|
177k |
171.68 |
Intra Cellular Therapies
(ITCI)
|
6.8 |
$23M |
|
881k |
25.67 |
Vanguard Tax-managed Fds Ftse Dev Mkt Etf
(VEA)
|
2.7 |
$8.9M |
|
230k |
38.77 |
Spdr Index Shs Fds Dj Glb Rl Es Etf
(RWO)
|
2.6 |
$8.7M |
|
224k |
39.03 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
2.6 |
$8.6M |
|
174k |
49.17 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
2.4 |
$8.1M |
|
29k |
283.45 |
Ishares Tr Russell 2000 Etf
(IWM)
|
2.2 |
$7.3M |
|
51k |
143.16 |
Ishares Tr Msci Eafe Etf
(EFA)
|
1.9 |
$6.2M |
|
103k |
60.87 |
Ishares Tr Core Msci Total
(IXUS)
|
1.6 |
$5.4M |
|
100k |
54.52 |
Ishares Tr Russell 3000 Etf
(IWV)
|
1.6 |
$5.4M |
|
30k |
180.06 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
1.6 |
$5.2M |
|
121k |
43.12 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.5 |
$5.1M |
|
28k |
177.83 |
Apple
(AAPL)
|
1.3 |
$4.2M |
|
12k |
364.83 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
1.1 |
$3.8M |
|
20k |
192.11 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
1.1 |
$3.6M |
|
37k |
97.46 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.9 |
$3.0M |
|
77k |
39.61 |
Progressive Corporation
(PGR)
|
0.9 |
$2.9M |
|
36k |
80.11 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.7 |
$2.3M |
|
31k |
73.72 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.6 |
$2.1M |
|
19k |
112.61 |
Nike CL B
(NKE)
|
0.6 |
$2.1M |
|
21k |
98.07 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.6 |
$1.9M |
|
26k |
74.08 |
Bristol Myers Squibb
(BMY)
|
0.5 |
$1.8M |
|
31k |
59.17 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.5 |
$1.8M |
|
12k |
145.75 |
JPMorgan Chase & Co.
(JPM)
|
0.5 |
$1.7M |
|
18k |
94.08 |
Vanguard Index Fds Value Etf
(VTV)
|
0.5 |
$1.6M |
|
16k |
99.58 |
Lowe's Companies
(LOW)
|
0.5 |
$1.6M |
|
12k |
135.12 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.5 |
$1.5M |
|
16k |
96.59 |
Nextera Energy
(NEE)
|
0.4 |
$1.5M |
|
6.2k |
240.10 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.4 |
$1.4M |
|
9.3k |
156.56 |
Exxon Mobil Corporation
(XOM)
|
0.4 |
$1.3M |
|
29k |
44.36 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.4 |
$1.2M |
|
16k |
78.53 |
Merck & Co
(MRK)
|
0.4 |
$1.2M |
|
16k |
77.29 |
Philip Morris International
(PM)
|
0.4 |
$1.2M |
|
17k |
70.06 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.3 |
$1.1M |
|
14k |
74.80 |
Kimberly-Clark Corporation
(KMB)
|
0.3 |
$1.0M |
|
7.3k |
141.67 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.3 |
$1.0M |
|
8.3k |
125.00 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.3 |
$1.0M |
|
4.9k |
206.84 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.3 |
$982k |
|
4.9k |
202.00 |
Zimmer Holdings
(ZBH)
|
0.3 |
$980k |
|
8.2k |
119.38 |
Amazon
(AMZN)
|
0.3 |
$979k |
|
355.00 |
2757.75 |
Wal-Mart Stores
(WMT)
|
0.3 |
$973k |
|
8.1k |
119.83 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.3 |
$895k |
|
14k |
65.30 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.3 |
$876k |
|
17k |
52.60 |
BlackRock
(BLK)
|
0.3 |
$871k |
|
1.6k |
544.38 |
Home Depot
(HD)
|
0.3 |
$850k |
|
3.4k |
250.37 |
Amgen
(AMGN)
|
0.2 |
$826k |
|
3.5k |
236.00 |
Cisco Systems
(CSCO)
|
0.2 |
$824k |
|
18k |
46.60 |
Coca-Cola Company
(KO)
|
0.2 |
$771k |
|
17k |
44.65 |
Abbott Laboratories
(ABT)
|
0.2 |
$764k |
|
8.4k |
91.43 |
Visa Com Cl A
(V)
|
0.2 |
$707k |
|
3.7k |
193.17 |
Abbvie
(ABBV)
|
0.2 |
$696k |
|
7.1k |
98.19 |
Automatic Data Processing
(ADP)
|
0.2 |
$685k |
|
4.6k |
148.91 |
Fastly Cl A
(FSLY)
|
0.2 |
$676k |
|
7.9k |
85.07 |
Ishares Tr S&P SML 600 GWT
(IJT)
|
0.2 |
$662k |
|
3.9k |
169.92 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$655k |
|
11k |
61.62 |
Steel Partners Hldgs Ltd Prtrship U
(SPLP)
|
0.2 |
$628k |
|
119k |
5.27 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$568k |
|
14k |
40.07 |
Glaxosmithkline Sponsored Adr
|
0.2 |
$566k |
|
14k |
40.77 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$562k |
|
3.2k |
178.41 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.2 |
$544k |
|
9.5k |
57.14 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.2 |
$519k |
|
9.7k |
53.62 |
Emerson Electric
(EMR)
|
0.2 |
$505k |
|
8.1k |
61.96 |
Target Corporation
(TGT)
|
0.1 |
$480k |
|
4.0k |
120.00 |
Procter & Gamble Company
(PG)
|
0.1 |
$455k |
|
3.8k |
119.61 |
Pepsi
(PEP)
|
0.1 |
$436k |
|
3.3k |
132.12 |
International Business Machines
(IBM)
|
0.1 |
$420k |
|
3.5k |
120.00 |
Altria
(MO)
|
0.1 |
$419k |
|
11k |
39.20 |
Rbc Cad
(RY)
|
0.1 |
$389k |
|
5.7k |
67.76 |
Colgate-Palmolive Company
(CL)
|
0.1 |
$374k |
|
5.1k |
73.33 |
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.1 |
$334k |
|
7.2k |
46.71 |
McDonald's Corporation
(MCD)
|
0.1 |
$332k |
|
1.8k |
184.44 |
Okta Cl A
(OKTA)
|
0.1 |
$328k |
|
1.6k |
200.24 |
3M Company
(MMM)
|
0.1 |
$290k |
|
1.9k |
155.77 |
Duke Energy Corp Com New
(DUK)
|
0.1 |
$266k |
|
3.3k |
79.81 |
At&t
(T)
|
0.1 |
$254k |
|
8.4k |
30.29 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.1 |
$252k |
|
1.8k |
142.61 |
Pfizer
(PFE)
|
0.1 |
$251k |
|
7.8k |
32.39 |
Otis Worldwide Corp
(OTIS)
|
0.1 |
$245k |
|
4.3k |
56.75 |
Chevron Corporation
(CVX)
|
0.1 |
$238k |
|
2.7k |
89.27 |
Blackline
(BL)
|
0.1 |
$210k |
|
2.5k |
82.87 |
General Electric Company
|
0.0 |
$77k |
|
11k |
6.88 |