Vanguard Index Fds Total Stk Mkt
(VTI)
|
26.1 |
$37M |
|
193k |
191.19 |
Bondbloxx Etf Trust Bloomberg Six Mn
(XHLF)
|
11.8 |
$17M |
|
333k |
50.23 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
9.1 |
$13M |
|
308k |
41.97 |
Apple
(AAPL)
|
5.8 |
$8.2M |
|
63k |
129.93 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
5.1 |
$7.2M |
|
74k |
96.96 |
Ishares Tr Russell 3000 Etf
(IWV)
|
4.1 |
$5.8M |
|
26k |
220.68 |
Alphabet Cap Stk Cl C
(GOOG)
|
3.5 |
$5.0M |
|
56k |
88.73 |
First Tr Exchange-traded Senior Ln Fd
(FTSL)
|
3.1 |
$4.4M |
|
98k |
44.59 |
Vaneck Etf Trust Mrngstr Wde Moat
(MOAT)
|
3.0 |
$4.2M |
|
65k |
64.91 |
Dimensional Etf Trust Short Duration F
(DFSD)
|
2.7 |
$3.8M |
|
83k |
46.09 |
Diageo Spon Adr New
(DEO)
|
2.6 |
$3.7M |
|
21k |
178.19 |
First Tr Exchange-traded First Tr Enh New
(FTSM)
|
1.8 |
$2.6M |
|
43k |
59.44 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
1.8 |
$2.5M |
|
49k |
51.72 |
Vaneck Etf Trust Preferred Securt
(PFXF)
|
1.7 |
$2.5M |
|
147k |
16.71 |
Ishares Tr Core Msci Eafe
(IEFA)
|
1.7 |
$2.4M |
|
39k |
61.64 |
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
1.5 |
$2.2M |
|
39k |
55.44 |
Vivani Medical Common Stock
(VANI)
|
1.4 |
$2.0M |
|
2.4M |
0.85 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
1.2 |
$1.6M |
|
17k |
96.99 |
Vanguard Intl Equity Index F Ftse Pacific Etf
(VPL)
|
1.1 |
$1.5M |
|
24k |
64.35 |
Invesco Exch Traded Fd Tr Ii Intl Corp Bd
(PICB)
|
0.8 |
$1.1M |
|
53k |
21.16 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.8 |
$1.1M |
|
22k |
51.15 |
Procore Technologies
(PCOR)
|
0.7 |
$1.1M |
|
22k |
47.18 |
ConocoPhillips
(COP)
|
0.7 |
$984k |
|
8.3k |
118.70 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.6 |
$868k |
|
22k |
38.98 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.6 |
$846k |
|
2.4k |
351.34 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.5 |
$762k |
|
8.8k |
86.19 |
Amazon
(AMZN)
|
0.5 |
$706k |
|
8.4k |
84.00 |
Chevron Corporation
(CVX)
|
0.5 |
$646k |
|
3.6k |
179.49 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$616k |
|
7.0k |
88.23 |
Marriott Intl Cl A
(MAR)
|
0.4 |
$559k |
|
3.8k |
148.89 |
Uber Technologies
(UBER)
|
0.4 |
$534k |
|
22k |
24.73 |
Palantir Technologies Cl A
(PLTR)
|
0.3 |
$494k |
|
77k |
6.42 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$481k |
|
2.6k |
183.54 |
Meta Platforms Cl A
(META)
|
0.3 |
$375k |
|
3.1k |
120.34 |
Microsoft Corporation
(MSFT)
|
0.2 |
$331k |
|
1.4k |
239.82 |
American Express Company
(AXP)
|
0.2 |
$329k |
|
2.2k |
147.75 |
Abbvie
(ABBV)
|
0.2 |
$323k |
|
2.0k |
161.61 |
Phillips 66
(PSX)
|
0.2 |
$321k |
|
3.1k |
104.08 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$317k |
|
1.2k |
266.28 |
Procter & Gamble Company
(PG)
|
0.2 |
$295k |
|
1.9k |
151.56 |
Intuit
(INTU)
|
0.2 |
$290k |
|
745.00 |
389.22 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$268k |
|
2.0k |
134.10 |
Bny Mellon Etf Trust Core Bond Etf
(BKAG)
|
0.2 |
$257k |
|
6.2k |
41.71 |
Nextera Energy
(NEE)
|
0.2 |
$234k |
|
2.8k |
83.60 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.2 |
$230k |
|
2.2k |
102.81 |
Ishares Tr Usd Grn Bond Etf
(BGRN)
|
0.2 |
$230k |
|
5.0k |
45.97 |
Abbott Laboratories
(ABT)
|
0.2 |
$220k |
|
2.0k |
109.79 |
Vaneck Etf Trust Jp Mrgan Em Loc
(EMLC)
|
0.1 |
$200k |
|
8.3k |
24.23 |
Blackrock Muniyield Quality Fund
(MQY)
|
0.1 |
$174k |
|
15k |
11.60 |
Farfetch Ord Sh Cl A
(FTCHF)
|
0.1 |
$120k |
|
25k |
4.73 |