Alphabet Inc Cap Stk Cl C Stock
(GOOG)
|
5.7 |
$16M |
|
153k |
104.00 |
Microsoft Corp Stock
(MSFT)
|
4.9 |
$14M |
|
48k |
288.31 |
Berkshire Hathaway Inc Del Cl B Stock
(BRK.B)
|
4.6 |
$13M |
|
42k |
308.78 |
Ishares Gold Trust Etf
(IAU)
|
4.6 |
$13M |
|
343k |
37.37 |
Spdr Gold Minishares Trust Etf
(GLDM)
|
3.8 |
$11M |
|
276k |
39.11 |
Visa Inc Com Cl A Stock
(V)
|
3.7 |
$11M |
|
47k |
225.46 |
Amazon Stock
(AMZN)
|
3.5 |
$9.9M |
|
96k |
103.29 |
Apple Stock
(AAPL)
|
3.3 |
$9.3M |
|
56k |
164.90 |
Lilly Eli & Co Stock
(LLY)
|
2.4 |
$6.8M |
|
20k |
343.42 |
Totalenergies Se Adr
(TTE)
|
2.3 |
$6.5M |
|
110k |
59.05 |
Ishares Tips Bond Etf Etf
(TIP)
|
2.3 |
$6.4M |
|
58k |
110.25 |
Pimco 15 Year Us Tips Index Etf Etf
(LTPZ)
|
2.2 |
$6.3M |
|
102k |
61.68 |
Novartis Adr
(NVS)
|
2.2 |
$6.0M |
|
66k |
92.00 |
Brookfield Corp Cl A Ltd Vt Sh Stock
(BN)
|
2.1 |
$5.8M |
|
178k |
32.59 |
Comcast Corp New Cl A Stock
(CMCSA)
|
2.0 |
$5.6M |
|
149k |
37.91 |
Astrazeneca Adr
(AZN)
|
2.0 |
$5.6M |
|
81k |
69.41 |
Netflix Stock
(NFLX)
|
2.0 |
$5.6M |
|
16k |
345.48 |
Taiwan Semiconductor Mfg Adr
(TSM)
|
1.9 |
$5.4M |
|
58k |
93.02 |
Sap Se Adr
(SAP)
|
1.9 |
$5.2M |
|
41k |
126.55 |
Bank America Corp Stock
(BAC)
|
1.8 |
$5.1M |
|
178k |
28.60 |
Cnh Indl N V Stock
(CNH)
|
1.8 |
$5.0M |
|
326k |
15.27 |
Salesforce Stock
(CRM)
|
1.8 |
$5.0M |
|
25k |
199.78 |
Ishares 20 Year Treasury Bond Etf Etf
(TLT)
|
1.7 |
$4.8M |
|
45k |
106.37 |
Abrdn Physical Gold Shares Etf Etf
(SGOL)
|
1.6 |
$4.5M |
|
240k |
18.87 |
Unitedhealth Group Stock
(UNH)
|
1.6 |
$4.5M |
|
9.6k |
472.63 |
Schwab Charles Corp Stock
(SCHW)
|
1.6 |
$4.5M |
|
86k |
52.38 |
Fiserv Stock
(FI)
|
1.6 |
$4.4M |
|
39k |
113.03 |
Pfizer Stock
(PFE)
|
1.6 |
$4.3M |
|
107k |
40.80 |
Mercadolibre Stock
(MELI)
|
1.5 |
$4.3M |
|
3.2k |
1318.24 |
Unilever Adr
(UL)
|
1.5 |
$4.1M |
|
80k |
51.93 |
Pioneer Nat Res Stock
|
1.4 |
$4.0M |
|
20k |
204.25 |
Willis Towers Watson Stock
(WTW)
|
1.4 |
$3.9M |
|
17k |
232.38 |
Rayonier Reit
(RYN)
|
1.4 |
$3.9M |
|
116k |
33.26 |
Alphabet Inc Cap Stk Cl A Stock
(GOOGL)
|
1.3 |
$3.7M |
|
36k |
103.73 |
Us Bancorp Del Stock
(USB)
|
1.2 |
$3.4M |
|
95k |
36.05 |
Linde Stock
(LIN)
|
1.2 |
$3.4M |
|
9.6k |
355.45 |
Warner Bros Discovery Inc Com Ser A Stock
(WBD)
|
1.2 |
$3.4M |
|
224k |
15.10 |
Carmax Stock
(KMX)
|
1.2 |
$3.4M |
|
53k |
64.28 |
Elevance Health Stock
(ELV)
|
1.2 |
$3.3M |
|
7.1k |
459.87 |
American Intl Group Stock
(AIG)
|
1.1 |
$3.2M |
|
63k |
50.36 |
Micron Technology Stock
(MU)
|
0.9 |
$2.6M |
|
42k |
60.34 |
Paccar Stock
(PCAR)
|
0.8 |
$2.3M |
|
32k |
73.20 |
Sony Group Corporation Adr
(SONY)
|
0.8 |
$2.3M |
|
25k |
90.65 |
Lloyds Banking Group Adr
(LYG)
|
0.8 |
$2.2M |
|
964k |
2.32 |
Marketaxess Hldgs Stock
(MKTX)
|
0.6 |
$1.5M |
|
4.0k |
391.29 |
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock
(BAM)
|
0.5 |
$1.5M |
|
45k |
32.72 |
Liberty Latin America Ltd Com Cl C Stock
(LILAK)
|
0.5 |
$1.5M |
|
176k |
8.26 |
Pepsico Stock
(PEP)
|
0.5 |
$1.4M |
|
7.8k |
182.30 |
Chevron Corp Stock
(CVX)
|
0.5 |
$1.4M |
|
8.6k |
163.16 |
Lithia Mtrs Stock
(LAD)
|
0.5 |
$1.3M |
|
5.7k |
228.93 |
Amgen Stock
(AMGN)
|
0.5 |
$1.3M |
|
5.3k |
241.75 |
Oracle Corp Stock
(ORCL)
|
0.4 |
$1.2M |
|
13k |
92.92 |
Cisco Sys Stock
(CSCO)
|
0.3 |
$945k |
|
18k |
52.28 |
Ishares Ibonds Dec 2027 Term Corporate Etf Etf
(IBDS)
|
0.3 |
$794k |
|
33k |
23.82 |
Ishares Ibonds Dec 2026 Term Corporate Etf Etf
(IBDR)
|
0.3 |
$790k |
|
33k |
23.73 |
Invesco Bulletshares 2028 Corporate Bond Etf Etf
(BSCS)
|
0.3 |
$750k |
|
37k |
20.07 |
Invesco Bulletshares 2030 Corporate Bond Etf Etf
(BSCU)
|
0.3 |
$746k |
|
45k |
16.49 |
Exxon Mobil Corp Stock
(XOM)
|
0.3 |
$729k |
|
6.6k |
109.66 |
Procter And Gamble Stock
(PG)
|
0.3 |
$724k |
|
4.9k |
148.69 |
Ishares Core S&p 500 Etf Etf
(IVV)
|
0.3 |
$712k |
|
1.7k |
411.08 |
Spdr Gold Shares Etf
(GLD)
|
0.2 |
$556k |
|
3.0k |
183.22 |
Ishares Ibonds 2024 Term High Yield & Income Etf Etf
(IBHD)
|
0.2 |
$513k |
|
22k |
23.13 |
Paypal Hldgs Stock
(PYPL)
|
0.2 |
$503k |
|
6.6k |
75.94 |
Ishares Ibonds Dec 2031 Term Corporate Etf Etf
(IBDW)
|
0.2 |
$500k |
|
24k |
20.64 |
Avantis Emerging Markets Equity Etf Etf
(AVEM)
|
0.2 |
$483k |
|
9.1k |
52.89 |
Berkshire Hathaway Inc Del Cl A Stock
(BRK.A)
|
0.2 |
$466k |
|
1.00 |
465600.00 |
Ebay Stock
(EBAY)
|
0.1 |
$338k |
|
7.6k |
44.37 |
Bhp Group Adr
(BHP)
|
0.1 |
$317k |
|
5.0k |
63.41 |
Ishares Msci Eafe Etf Etf
(EFA)
|
0.1 |
$255k |
|
3.6k |
71.52 |
Jpmorgan Chase & Co Stock
(JPM)
|
0.0 |
$124k |
|
950.00 |
130.31 |
Mondelez Intl Inc Cl A Stock
(MDLZ)
|
0.0 |
$123k |
|
1.8k |
69.72 |
Mcdonalds Corp Stock
(MCD)
|
0.0 |
$112k |
|
400.00 |
279.61 |
Bristol-myers Squibb Stock
(BMY)
|
0.0 |
$109k |
|
1.6k |
69.31 |
Diageo Adr
(DEO)
|
0.0 |
$109k |
|
600.00 |
181.18 |
Merck & Co Stock
(MRK)
|
0.0 |
$104k |
|
975.00 |
106.39 |
Ishares S&p 100 Etf Etf
(OEF)
|
0.0 |
$102k |
|
543.00 |
187.04 |
Johnson & Johnson Stock
(JNJ)
|
0.0 |
$101k |
|
650.00 |
155.00 |
Kimberly-clark Corp Stock
(KMB)
|
0.0 |
$100k |
|
743.00 |
134.22 |
Ishares Core Msci Eafe Etf Etf
(IEFA)
|
0.0 |
$86k |
|
1.3k |
66.85 |
Intel Corp Stock
(INTC)
|
0.0 |
$75k |
|
2.3k |
32.67 |
Shell Plc Spon Ads Adr
(SHEL)
|
0.0 |
$75k |
|
1.3k |
57.54 |
Disney Walt Stock
(DIS)
|
0.0 |
$71k |
|
713.00 |
100.13 |
Canadian Natl Ry Stock
(CNI)
|
0.0 |
$71k |
|
600.00 |
117.97 |
Schlumberger Ltd Com Stk Stock
(SLB)
|
0.0 |
$65k |
|
1.3k |
49.10 |
Altria Group Stock
(MO)
|
0.0 |
$64k |
|
1.4k |
44.62 |
Philip Morris Intl Stock
(PM)
|
0.0 |
$63k |
|
651.00 |
97.25 |
Ishares Ibonds 2023 Term High Yield & Income Etf Etf
|
0.0 |
$63k |
|
2.7k |
23.61 |
General Electric Stock
(GE)
|
0.0 |
$61k |
|
638.00 |
95.60 |
Technology Select Sector Spdr Fund Etf
(XLK)
|
0.0 |
$52k |
|
342.00 |
151.01 |
Invesco S&p 500 Quality Etf Etf
(SPHQ)
|
0.0 |
$47k |
|
1.0k |
47.32 |
Coca Cola Stock
(KO)
|
0.0 |
$46k |
|
742.00 |
62.03 |
Automatic Data Processing Stock
(ADP)
|
0.0 |
$45k |
|
200.00 |
222.63 |
Canadian Nat Res Stock
(CNQ)
|
0.0 |
$44k |
|
800.00 |
55.35 |
Walmart Stock
(WMT)
|
0.0 |
$44k |
|
300.00 |
147.45 |
Enterprise Prods Partners Stock
(EPD)
|
0.0 |
$39k |
|
1.5k |
25.90 |
Applied Matls Stock
(AMAT)
|
0.0 |
$37k |
|
300.00 |
122.83 |
Boeing Stock
(BA)
|
0.0 |
$32k |
|
150.00 |
212.43 |
State Str Corp Stock
(STT)
|
0.0 |
$30k |
|
400.00 |
75.69 |
Wells Fargo Stock
(WFC)
|
0.0 |
$26k |
|
700.00 |
37.38 |
Emerson Elec Stock
(EMR)
|
0.0 |
$26k |
|
300.00 |
87.14 |
American Express Stock
(AXP)
|
0.0 |
$25k |
|
150.00 |
164.95 |
Kraft Heinz Stock
(KHC)
|
0.0 |
$23k |
|
589.00 |
38.67 |
The Cigna Group Stock
(CI)
|
0.0 |
$22k |
|
85.00 |
255.53 |
Dupont De Nemours Stock
(DD)
|
0.0 |
$21k |
|
288.00 |
71.77 |
Lowes Cos Stock
(LOW)
|
0.0 |
$20k |
|
100.00 |
199.97 |
Starbucks Corp Stock
(SBUX)
|
0.0 |
$19k |
|
178.00 |
104.13 |
Ge Healthcare Technologies Stock
(GEHC)
|
0.0 |
$17k |
|
212.00 |
82.03 |
Corteva Stock
(CTVA)
|
0.0 |
$17k |
|
288.00 |
60.31 |
Dow Stock
(DOW)
|
0.0 |
$16k |
|
288.00 |
54.82 |
3M Stock
(MMM)
|
0.0 |
$16k |
|
150.00 |
105.11 |
Ametek Stock
(AME)
|
0.0 |
$15k |
|
104.00 |
145.33 |
Leggett & Platt Stock
(LEG)
|
0.0 |
$13k |
|
400.00 |
31.88 |
International Business Machs Stock
(IBM)
|
0.0 |
$13k |
|
95.00 |
131.08 |
Fedex Corp Stock
(FDX)
|
0.0 |
$11k |
|
50.00 |
228.48 |
Conagra Brands Stock
(CAG)
|
0.0 |
$10k |
|
275.00 |
37.56 |
Ishares Ibonds 2025 Term High Yield & Income Etf Etf
(IBHE)
|
0.0 |
$9.7k |
|
425.00 |
22.91 |
Woodside Energy Group Adr
(WDS)
|
0.0 |
$8.1k |
|
361.00 |
22.43 |
Verizon Communications Stock
(VZ)
|
0.0 |
$7.8k |
|
200.00 |
38.89 |
Walgreens Boots Alliance Stock
(WBA)
|
0.0 |
$6.9k |
|
200.00 |
34.58 |
Nisource Stock
(NI)
|
0.0 |
$5.5k |
|
195.00 |
27.96 |
Acushnet Hldgs Corp Stock
(GOLF)
|
0.0 |
$5.1k |
|
100.00 |
50.94 |
Colgate Palmolive Stock
(CL)
|
0.0 |
$3.8k |
|
50.00 |
75.14 |
Ford Mtr Co Del Stock
(F)
|
0.0 |
$1.3k |
|
100.00 |
12.60 |
Tootsie Roll Inds Stock
(TR)
|
0.0 |
$1.2k |
|
27.00 |
44.89 |
Peloton Interactive Inc Cl A Stock
(PTON)
|
0.0 |
$1.1k |
|
100.00 |
11.34 |
Viatris Stock
(VTRS)
|
0.0 |
$595.999800 |
|
62.00 |
9.61 |
Molson Coors Beverage Co Cl B Stock
(TAP)
|
0.0 |
$516.000000 |
|
10.00 |
51.60 |
Fresenius Med Care Ag&co Kgaa Adr
(FMS)
|
0.0 |
$0 |
|
0 |
0.00 |