Vanguard Index Fds Total Stk Mkt
(VTI)
|
34.9 |
$61M |
|
342k |
179.47 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
10.8 |
$19M |
|
393k |
48.14 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
8.3 |
$15M |
|
206k |
71.33 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
5.6 |
$9.8M |
|
269k |
36.36 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
4.7 |
$8.2M |
|
196k |
41.99 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
3.4 |
$6.0M |
|
122k |
48.78 |
Microsoft Corporation
(MSFT)
|
2.6 |
$4.6M |
|
20k |
232.89 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.5 |
$4.4M |
|
120k |
36.49 |
Apple
(AAPL)
|
2.3 |
$4.0M |
|
29k |
138.22 |
Vanguard Index Fds Small Cp Etf
(VB)
|
2.0 |
$3.5M |
|
21k |
170.92 |
Starbucks Corporation
(SBUX)
|
1.4 |
$2.5M |
|
29k |
84.27 |
Ishares Tr Russell 3000 Etf
(IWV)
|
1.3 |
$2.3M |
|
11k |
207.00 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
1.3 |
$2.2M |
|
33k |
66.96 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
1.0 |
$1.8M |
|
64k |
28.13 |
Amazon
(AMZN)
|
0.9 |
$1.7M |
|
15k |
112.96 |
Tesla Motors
(TSLA)
|
0.9 |
$1.6M |
|
6.0k |
265.36 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.8 |
$1.5M |
|
65k |
22.39 |
Vanguard Admiral Fds Midcp 400 Grth
(IVOG)
|
0.8 |
$1.4M |
|
9.2k |
157.35 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.8 |
$1.3M |
|
14k |
92.80 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.6 |
$1.0M |
|
38k |
27.74 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.6 |
$1.0M |
|
29k |
34.89 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.6 |
$991k |
|
18k |
55.98 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.5 |
$917k |
|
7.2k |
127.29 |
Qualcomm
(QCOM)
|
0.5 |
$857k |
|
7.6k |
113.00 |
Eli Lilly & Co.
(LLY)
|
0.5 |
$810k |
|
2.5k |
323.38 |
Enterprise Products Partners
(EPD)
|
0.5 |
$802k |
|
34k |
23.77 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.4 |
$760k |
|
10k |
74.87 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$697k |
|
3.7k |
187.97 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.4 |
$624k |
|
2.3k |
266.86 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.3 |
$610k |
|
20k |
30.68 |
Select Sector Spdr Tr Sbi Cons Discr
(XLY)
|
0.3 |
$603k |
|
4.2k |
142.45 |
Chevron Corporation
(CVX)
|
0.3 |
$592k |
|
4.1k |
143.63 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$589k |
|
6.2k |
94.56 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$534k |
|
5.5k |
97.22 |
Amgen
(AMGN)
|
0.3 |
$518k |
|
2.3k |
225.11 |
Johnson & Johnson
(JNJ)
|
0.3 |
$511k |
|
3.1k |
163.79 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.3 |
$508k |
|
5.8k |
87.26 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$461k |
|
3.2k |
143.57 |
Intuit
(INTU)
|
0.3 |
$447k |
|
1.2k |
387.02 |
Visa Com Cl A
(V)
|
0.2 |
$439k |
|
2.5k |
177.65 |
Meta Platforms Cl A
(META)
|
0.2 |
$430k |
|
3.2k |
135.95 |
Procter & Gamble Company
(PG)
|
0.2 |
$428k |
|
3.4k |
126.03 |
UnitedHealth
(UNH)
|
0.2 |
$427k |
|
854.00 |
500.00 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.2 |
$425k |
|
5.9k |
72.62 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.2 |
$424k |
|
8.9k |
47.52 |
Abbvie
(ABBV)
|
0.2 |
$394k |
|
2.9k |
134.53 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.2 |
$375k |
|
1.5k |
257.65 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$365k |
|
4.2k |
87.08 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$334k |
|
709.00 |
471.01 |
Pfizer
(PFE)
|
0.2 |
$323k |
|
7.4k |
43.56 |
Home Depot
(HD)
|
0.2 |
$314k |
|
1.1k |
274.29 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.2 |
$307k |
|
2.4k |
126.91 |
Laboratory Corp Amer Hldgs Com New
(LH)
|
0.2 |
$307k |
|
1.5k |
205.00 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$300k |
|
2.9k |
103.56 |
Select Sector Spdr Tr Financial
(XLF)
|
0.2 |
$299k |
|
9.9k |
30.34 |
Pepsi
(PEP)
|
0.2 |
$297k |
|
1.8k |
163.74 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$293k |
|
1.8k |
165.07 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$275k |
|
2.2k |
125.00 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$269k |
|
532.00 |
504.67 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.2 |
$268k |
|
3.4k |
78.94 |
Lowe's Companies
(LOW)
|
0.2 |
$264k |
|
1.4k |
187.96 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$258k |
|
3.9k |
66.51 |
American Express Company
(AXP)
|
0.1 |
$253k |
|
1.9k |
134.92 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$245k |
|
6.5k |
37.84 |
Bank of America Corporation
(BAC)
|
0.1 |
$235k |
|
7.9k |
29.89 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$231k |
|
751.00 |
307.69 |
Stryker Corporation
(SYK)
|
0.1 |
$230k |
|
1.1k |
202.63 |
Union Pacific Corporation
(UNP)
|
0.1 |
$227k |
|
1.2k |
194.30 |
Merck & Co
(MRK)
|
0.1 |
$222k |
|
2.6k |
86.02 |
Coca-Cola Company
(KO)
|
0.1 |
$218k |
|
3.9k |
55.86 |
Nextera Energy
(NEE)
|
0.1 |
$209k |
|
2.7k |
78.35 |
Danaher Corporation
(DHR)
|
0.1 |
$204k |
|
779.00 |
261.36 |
Nike CL B
(NKE)
|
0.1 |
$201k |
|
2.4k |
82.78 |