Alphabet Inc Cap Stk Cl C Stock
(GOOG)
|
5.7 |
$15M |
|
151k |
96.15 |
Berkshire Hathaway Inc Del Cl B Stock
(BRK.B)
|
4.8 |
$12M |
|
46k |
267.01 |
Microsoft Corp Stock
(MSFT)
|
4.4 |
$11M |
|
48k |
232.90 |
Ishares Gold Trust Etf
(IAU)
|
4.4 |
$11M |
|
349k |
31.53 |
Amazon Stock
(AMZN)
|
4.3 |
$11M |
|
97k |
112.99 |
Spdr Gold Minishares Trust Etf
(GLDM)
|
3.7 |
$9.3M |
|
281k |
32.98 |
Visa Inc Com Cl A Stock
(V)
|
3.3 |
$8.4M |
|
47k |
177.64 |
Apple Stock
(AAPL)
|
3.1 |
$7.8M |
|
56k |
138.19 |
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock
|
2.9 |
$7.2M |
|
176k |
40.89 |
Lilly Eli & Co Stock
(LLY)
|
2.6 |
$6.7M |
|
21k |
323.35 |
American Intl Group Stock
(AIG)
|
2.4 |
$6.1M |
|
129k |
47.48 |
Bk Of America Corp Stock
(BAC)
|
2.3 |
$5.7M |
|
190k |
30.20 |
Ishares Tips Bond Etf Etf
(TIP)
|
2.2 |
$5.7M |
|
54k |
104.89 |
Schwab Charles Corp Stock
(SCHW)
|
2.1 |
$5.4M |
|
75k |
71.86 |
Novartis Adr
(NVS)
|
2.1 |
$5.2M |
|
69k |
76.00 |
Totalenergies Se Adr
(TTE)
|
2.1 |
$5.2M |
|
111k |
46.51 |
Unitedhealth Group Stock
(UNH)
|
2.0 |
$5.0M |
|
9.8k |
505.08 |
Comcast Corp New Cl A Stock
(CMCSA)
|
2.0 |
$4.9M |
|
169k |
29.33 |
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Etf
(BSJO)
|
1.9 |
$4.8M |
|
222k |
21.62 |
Us Bancorp Del Stock
(USB)
|
1.9 |
$4.8M |
|
118k |
40.32 |
Pfizer Stock
(PFE)
|
1.9 |
$4.7M |
|
108k |
43.76 |
Invesco Bulletshares 2023 High Yield Corporate Bond Etf Etf
|
1.9 |
$4.7M |
|
206k |
22.82 |
Pioneer Nat Res Stock
|
1.8 |
$4.5M |
|
21k |
216.53 |
Astrazeneca Adr
(AZN)
|
1.8 |
$4.5M |
|
82k |
54.84 |
Abrdn Physical Gold Shares Etf Etf
(SGOL)
|
1.7 |
$4.3M |
|
273k |
15.92 |
Taiwan Semiconductor Mfg Adr
(TSM)
|
1.6 |
$4.0M |
|
58k |
68.55 |
Elevance Health Stock
(ELV)
|
1.5 |
$3.8M |
|
8.4k |
454.19 |
Fiserv Stock
(FI)
|
1.5 |
$3.8M |
|
40k |
93.56 |
Rayonier Reit
(RYN)
|
1.5 |
$3.7M |
|
125k |
29.96 |
Netflix Stock
(NFLX)
|
1.5 |
$3.7M |
|
16k |
235.44 |
Cnh Indl N V Stock
(CNH)
|
1.4 |
$3.7M |
|
327k |
11.17 |
Alphabet Inc Cap Stk Cl A Stock
(GOOGL)
|
1.3 |
$3.4M |
|
36k |
95.63 |
Willis Towers Watson Stock
(WTW)
|
1.3 |
$3.4M |
|
17k |
200.91 |
Unilever Adr
(UL)
|
1.3 |
$3.2M |
|
74k |
43.83 |
Paccar Stock
(PCAR)
|
1.0 |
$2.6M |
|
32k |
83.67 |
Linde Stock
|
1.0 |
$2.6M |
|
9.7k |
269.54 |
Sap Se Adr
(SAP)
|
1.0 |
$2.5M |
|
31k |
81.22 |
Fresenius Med Care Ag&co Kgaa Adr
(FMS)
|
1.0 |
$2.5M |
|
178k |
14.04 |
Pimco 15 Year Us Tips Index Etf Etf
(LTPZ)
|
0.9 |
$2.3M |
|
41k |
56.09 |
Mercadolibre Stock
(MELI)
|
0.9 |
$2.2M |
|
2.7k |
827.86 |
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Etf
(BSJP)
|
0.9 |
$2.2M |
|
102k |
21.75 |
Salesforce Stock
(CRM)
|
0.9 |
$2.2M |
|
15k |
143.82 |
Micron Technology Stock
(MU)
|
0.8 |
$2.1M |
|
43k |
50.08 |
Sony Group Corporation Adr
(SONY)
|
0.8 |
$2.1M |
|
33k |
64.04 |
Carmax Stock
(KMX)
|
0.8 |
$2.1M |
|
32k |
66.00 |
Amgen Stock
(AMGN)
|
0.7 |
$1.8M |
|
7.8k |
225.28 |
Pepsico Stock
(PEP)
|
0.5 |
$1.3M |
|
7.8k |
163.19 |
Chevron Corp Stock
(CVX)
|
0.5 |
$1.2M |
|
8.7k |
143.60 |
Marketaxess Hldgs Stock
(MKTX)
|
0.5 |
$1.2M |
|
5.5k |
222.42 |
Lloyds Banking Group Adr
(LYG)
|
0.4 |
$1.0M |
|
584k |
1.79 |
Oracle Corp Stock
(ORCL)
|
0.4 |
$894k |
|
15k |
61.04 |
Cisco Sys Stock
(CSCO)
|
0.3 |
$741k |
|
19k |
39.98 |
Warner Bros Discovery Inc Com Ser A Stock
(WBD)
|
0.3 |
$723k |
|
63k |
11.49 |
Ishares Ibonds Dec 2027 Term Corporate Etf Etf
(IBDS)
|
0.3 |
$709k |
|
31k |
22.98 |
Ishares Ibonds Dec 2026 Term Corporate Etf Etf
(IBDR)
|
0.3 |
$681k |
|
30k |
23.07 |
Ishares Core S&p 500 Etf Etf
(IVV)
|
0.3 |
$651k |
|
1.8k |
358.48 |
Procter And Gamble Stock
(PG)
|
0.3 |
$636k |
|
5.0k |
126.24 |
Liberty Latin America Ltd Com Cl C Stock
(LILAK)
|
0.2 |
$606k |
|
99k |
6.14 |
Exxon Mobil Corp Stock
(XOM)
|
0.2 |
$593k |
|
6.8k |
87.30 |
Paypal Hldgs Stock
(PYPL)
|
0.2 |
$570k |
|
6.6k |
86.04 |
Ishares Ibonds 2023 Term High Yield & Income Etf Etf
|
0.2 |
$566k |
|
24k |
23.34 |
Spdr Gold Shares Etf
(GLD)
|
0.2 |
$468k |
|
3.0k |
154.35 |
Ishares Ibonds 2024 Term High Yield & Income Etf Etf
(IBHD)
|
0.2 |
$439k |
|
20k |
22.24 |
Ishares Ibonds 2025 Term High Yield & Income Etf Etf
(IBHE)
|
0.2 |
$421k |
|
19k |
22.17 |
Avantis Emerging Markets Equity Etf Etf
(AVEM)
|
0.2 |
$419k |
|
9.1k |
45.89 |
Berkshire Hathaway Inc Del Cl A Stock
(BRK.A)
|
0.2 |
$406k |
|
1.00 |
406000.00 |
Ebay Stock
(EBAY)
|
0.1 |
$280k |
|
7.6k |
36.72 |
Coca Cola Stock
(KO)
|
0.1 |
$258k |
|
4.6k |
55.82 |
Bhp Group Adr
(BHP)
|
0.1 |
$250k |
|
5.0k |
50.00 |
Nisource Stock
(NI)
|
0.1 |
$232k |
|
9.2k |
25.18 |
Ishares Msci Eafe Etf Etf
(EFA)
|
0.1 |
$215k |
|
3.8k |
55.95 |
Merck & Co Stock
(MRK)
|
0.1 |
$157k |
|
1.8k |
85.79 |
Jpmorgan Chase & Co Stock
(JPM)
|
0.0 |
$120k |
|
1.2k |
104.35 |
Bristol-myers Squibb Stock
(BMY)
|
0.0 |
$111k |
|
1.6k |
70.48 |
Mcdonalds Corp Stock
(MCD)
|
0.0 |
$110k |
|
481.00 |
228.69 |
Johnson & Johnson Stock
(JNJ)
|
0.0 |
$106k |
|
650.00 |
163.08 |
Diageo Adr
(DEO)
|
0.0 |
$101k |
|
600.00 |
168.33 |
Ishares 0-5 Year Tips Bond Etf Etf
(STIP)
|
0.0 |
$96k |
|
1.0k |
96.00 |
Mondelez Intl Inc Cl A Stock
(MDLZ)
|
0.0 |
$96k |
|
1.8k |
54.30 |
Ishares S&p 100 Etf Etf
(OEF)
|
0.0 |
$88k |
|
543.00 |
162.06 |
Kimberly-clark Corp Stock
(KMB)
|
0.0 |
$83k |
|
743.00 |
111.71 |
Ishares Ibonds Dec 2025 Term Corporate Etf Etf
(IBDQ)
|
0.0 |
$73k |
|
3.1k |
23.82 |
Ishares Core Msci Eafe Etf Etf
(IEFA)
|
0.0 |
$67k |
|
1.3k |
52.14 |
Disney Walt Stock
(DIS)
|
0.0 |
$67k |
|
713.00 |
93.97 |
Shell Plc Spon Ads Adr
(SHEL)
|
0.0 |
$64k |
|
1.3k |
49.23 |
Canadian Natl Ry Stock
(CNI)
|
0.0 |
$64k |
|
600.00 |
106.67 |
Intel Corp Stock
(INTC)
|
0.0 |
$59k |
|
2.3k |
25.57 |
Altria Group Stock
(MO)
|
0.0 |
$58k |
|
1.4k |
40.28 |
Philip Morris Intl Stock
(PM)
|
0.0 |
$54k |
|
651.00 |
82.95 |
Ishares Ibonds Dec 2024 Term Corporate Etf Etf
(IBDP)
|
0.0 |
$49k |
|
2.0k |
24.14 |
Schlumberger Ltd Com Stk Stock
(SLB)
|
0.0 |
$47k |
|
1.3k |
35.47 |
American Elec Pwr Stock
(AEP)
|
0.0 |
$47k |
|
545.00 |
86.24 |
Automatic Data Processing Stock
(ADP)
|
0.0 |
$45k |
|
200.00 |
225.00 |
Technology Select Sector Spdr Fund Etf
(XLK)
|
0.0 |
$40k |
|
342.00 |
116.96 |
Invesco S&p 500 Quality Etf Etf
(SPHQ)
|
0.0 |
$39k |
|
1.0k |
39.00 |
General Electric Stock
(GE)
|
0.0 |
$39k |
|
638.00 |
61.13 |
Walmart Stock
(WMT)
|
0.0 |
$38k |
|
300.00 |
126.67 |
Canadian Nat Res Stock
(CNQ)
|
0.0 |
$37k |
|
800.00 |
46.25 |
Woodside Energy Group Adr
(WDS)
|
0.0 |
$36k |
|
1.8k |
19.93 |
Enterprise Prods Partners Stock
(EPD)
|
0.0 |
$35k |
|
1.5k |
23.33 |
Boeing Stock
(BA)
|
0.0 |
$30k |
|
250.00 |
120.00 |
Wells Fargo Stock
(WFC)
|
0.0 |
$28k |
|
700.00 |
40.00 |
American Express Stock
(AXP)
|
0.0 |
$26k |
|
200.00 |
130.00 |
State Str Corp Stock
(STT)
|
0.0 |
$24k |
|
400.00 |
60.00 |
Applied Matls Stock
(AMAT)
|
0.0 |
$24k |
|
300.00 |
80.00 |
Cigna Corp Stock
(CI)
|
0.0 |
$23k |
|
85.00 |
270.59 |
Emerson Elec Stock
(EMR)
|
0.0 |
$21k |
|
300.00 |
70.00 |
Kraft Heinz Stock
(KHC)
|
0.0 |
$19k |
|
589.00 |
32.26 |
Lowes Cos Stock
(LOW)
|
0.0 |
$18k |
|
100.00 |
180.00 |
Vaneck Gold Miners Etf Etf
(GDX)
|
0.0 |
$18k |
|
775.00 |
23.23 |
Ametek Stock
(AME)
|
0.0 |
$17k |
|
150.00 |
113.33 |
Corteva Stock
(CTVA)
|
0.0 |
$16k |
|
288.00 |
55.56 |
Lamb Weston Hldgs Stock
(LW)
|
0.0 |
$16k |
|
216.00 |
74.07 |
3M Stock
(MMM)
|
0.0 |
$16k |
|
150.00 |
106.67 |
Starbucks Corp Stock
(SBUX)
|
0.0 |
$14k |
|
178.00 |
78.65 |
Dupont De Nemours Stock
(DD)
|
0.0 |
$14k |
|
288.00 |
48.61 |
Leggett & Platt Stock
(LEG)
|
0.0 |
$13k |
|
400.00 |
32.50 |
Dow Stock
(DOW)
|
0.0 |
$12k |
|
288.00 |
41.67 |
Consumer Staples Select Sector Spdr Fund Etf
(XLP)
|
0.0 |
$11k |
|
170.00 |
64.71 |
International Business Machs Stock
(IBM)
|
0.0 |
$11k |
|
95.00 |
115.79 |
Mid-amer Apt Cmntys Reit
(MAA)
|
0.0 |
$9.0k |
|
60.00 |
150.00 |
Conagra Brands Stock
(CAG)
|
0.0 |
$8.0k |
|
275.00 |
29.09 |
Fedex Corp Stock
(FDX)
|
0.0 |
$7.0k |
|
50.00 |
140.00 |
Verizon Communications Stock
(VZ)
|
0.0 |
$7.0k |
|
200.00 |
35.00 |
Abbott Labs Stock
(ABT)
|
0.0 |
$6.0k |
|
65.00 |
92.31 |
Walgreens Boots Alliance Stock
(WBA)
|
0.0 |
$6.0k |
|
200.00 |
30.00 |
Acushnet Hldgs Corp Stock
(GOLF)
|
0.0 |
$4.0k |
|
100.00 |
40.00 |
Abbvie Stock
(ABBV)
|
0.0 |
$4.0k |
|
30.00 |
133.33 |
Moelis & Co Cl A Stock
(MC)
|
0.0 |
$4.0k |
|
140.00 |
28.57 |
Organon & Co Stock
(OGN)
|
0.0 |
$4.0k |
|
175.00 |
22.86 |
Boston Scientific Corp Stock
(BSX)
|
0.0 |
$3.0k |
|
100.00 |
30.00 |
Colgate Palmolive Stock
(CL)
|
0.0 |
$3.0k |
|
50.00 |
60.00 |
Axos Financial Stock
(AX)
|
0.0 |
$3.0k |
|
110.00 |
27.27 |
Ford Mtr Co Del Stock
(F)
|
0.0 |
$1.0k |
|
100.00 |
10.00 |
Molson Coors Beverage Co Cl B Stock
(TAP)
|
0.0 |
$0 |
|
10.00 |
0.00 |
Tootsie Roll Inds Stock
(TR)
|
0.0 |
$0 |
|
27.00 |
0.00 |
Peloton Interactive Inc Cl A Stock
(PTON)
|
0.0 |
$0 |
|
100.00 |
0.00 |
Viatris Stock
(VTRS)
|
0.0 |
$0 |
|
62.00 |
0.00 |
Kyndryl Hldgs Stock
(KD)
|
0.0 |
$0 |
|
19.00 |
0.00 |