|
NVIDIA Corporation
(NVDA)
|
4.8 |
$13M |
|
75k |
174.40 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
4.6 |
$13M |
|
44k |
287.56 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
4.0 |
$11M |
|
170k |
64.08 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
3.8 |
$10M |
|
17k |
597.57 |
|
Apple
(AAPL)
|
3.7 |
$10M |
|
41k |
253.79 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
3.4 |
$9.3M |
|
19k |
479.20 |
|
Amazon
(AMZN)
|
3.2 |
$8.8M |
|
42k |
208.27 |
|
Microsoft Corporation
(MSFT)
|
3.0 |
$8.4M |
|
23k |
370.17 |
|
Lockheed Martin Corporation
(LMT)
|
2.6 |
$7.3M |
|
12k |
604.39 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
2.6 |
$7.2M |
|
248k |
29.08 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
2.4 |
$6.6M |
|
214k |
30.96 |
|
Johnson & Johnson
(JNJ)
|
2.3 |
$6.3M |
|
26k |
244.44 |
|
UnitedHealth
(UNH)
|
2.1 |
$5.8M |
|
22k |
270.59 |
|
Wal-Mart Stores
(WMT)
|
2.0 |
$5.5M |
|
45k |
124.28 |
|
Cisco Systems
(CSCO)
|
2.0 |
$5.4M |
|
69k |
77.59 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
1.8 |
$5.1M |
|
8.8k |
577.20 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.8 |
$5.1M |
|
94k |
54.05 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
1.8 |
$5.0M |
|
7.7k |
650.32 |
|
Vanguard Index Fds Value Etf
(VTV)
|
1.8 |
$4.9M |
|
25k |
196.20 |
|
Boeing Company
(BA)
|
1.7 |
$4.8M |
|
24k |
199.03 |
|
3M Company
(MMM)
|
1.7 |
$4.8M |
|
33k |
145.23 |
|
Bank of America Corporation
(BAC)
|
1.6 |
$4.4M |
|
89k |
48.75 |
|
Charles Schwab Corporation
(SCHW)
|
1.5 |
$4.3M |
|
45k |
93.98 |
|
Home Depot
(HD)
|
1.5 |
$4.1M |
|
13k |
328.89 |
|
Chubb
(CB)
|
1.5 |
$4.1M |
|
13k |
325.93 |
|
Visa Com Cl A
(V)
|
1.5 |
$4.0M |
|
13k |
302.24 |
|
Meta Platforms Cl A
(META)
|
1.4 |
$4.0M |
|
6.9k |
572.13 |
|
Caterpillar
(CAT)
|
1.4 |
$3.8M |
|
5.4k |
708.46 |
|
Regeneron Pharmaceuticals
(REGN)
|
1.3 |
$3.7M |
|
4.8k |
772.64 |
|
JPMorgan Chase & Co.
(JPM)
|
1.3 |
$3.6M |
|
12k |
294.16 |
|
Intel Corporation
(INTC)
|
1.3 |
$3.5M |
|
79k |
44.13 |
|
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.2 |
$3.4M |
|
147k |
23.22 |
|
Texas Instruments Incorporated
(TXN)
|
1.1 |
$3.1M |
|
16k |
194.14 |
|
Asml Hldg Nv N Y Registry Shs
(ASML)
|
1.1 |
$3.0M |
|
2.3k |
1320.83 |
|
Merck & Co
(MRK)
|
1.1 |
$3.0M |
|
25k |
120.29 |
|
Ishares Tr Pfd And Incm Sec
(PFF)
|
1.0 |
$2.8M |
|
93k |
30.32 |
|
Walt Disney Company
(DIS)
|
1.0 |
$2.7M |
|
28k |
96.38 |
|
Nextera Energy
(NEE)
|
0.9 |
$2.4M |
|
25k |
92.88 |
|
Abbvie
(ABBV)
|
0.7 |
$2.0M |
|
9.4k |
217.48 |
|
Exxon Mobil Corporation
(XOM)
|
0.7 |
$2.0M |
|
12k |
169.66 |
|
Duke Energy Corp Com New
(DUK)
|
0.7 |
$2.0M |
|
16k |
130.94 |
|
Target Corporation
(TGT)
|
0.7 |
$2.0M |
|
17k |
121.20 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.7 |
$2.0M |
|
10k |
191.91 |
|
Ge Aerospace Com New
(GE)
|
0.7 |
$2.0M |
|
7.1k |
283.77 |
|
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
0.7 |
$1.9M |
|
78k |
24.73 |
|
Shell Spon Ads
(SHEL)
|
0.7 |
$1.9M |
|
21k |
93.00 |
|
Goldman Sachs
(GS)
|
0.7 |
$1.9M |
|
2.2k |
845.99 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.6 |
$1.8M |
|
69k |
25.64 |
|
Taiwan Semiconductor Manufac Sponsored Ads
(TSM)
|
0.6 |
$1.7M |
|
5.0k |
337.95 |
|
Northrop Grumman Corporation
(NOC)
|
0.6 |
$1.7M |
|
2.4k |
682.24 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.6 |
$1.6M |
|
5.6k |
286.84 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.6 |
$1.6M |
|
52k |
30.68 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.5 |
$1.4M |
|
15k |
90.53 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.5 |
$1.3M |
|
53k |
24.75 |
|
American Express Company
(AXP)
|
0.5 |
$1.3M |
|
4.4k |
302.48 |
|
Eli Lilly & Co.
(LLY)
|
0.4 |
$1.2M |
|
1.3k |
919.59 |
|
Raytheon Technologies Corp
(RTX)
|
0.4 |
$1.2M |
|
6.3k |
192.90 |
|
Chevron Corporation
(CVX)
|
0.4 |
$1.2M |
|
5.7k |
206.89 |
|
L3harris Technologies
(LHX)
|
0.4 |
$1.2M |
|
3.4k |
345.13 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$1.1M |
|
8.5k |
124.31 |
|
Costco Wholesale Corporation
(COST)
|
0.3 |
$922k |
|
925.00 |
996.37 |
|
McKesson Corporation
(MCK)
|
0.3 |
$921k |
|
1.1k |
865.36 |
|
Broadcom
(AVGO)
|
0.3 |
$921k |
|
3.0k |
309.56 |
|
Snowflake Com Shs
(SNOW)
|
0.3 |
$915k |
|
6.1k |
150.82 |
|
Ge Vernova
(GEV)
|
0.3 |
$908k |
|
1.0k |
872.90 |
|
Palantir Technologies Cl A
(PLTR)
|
0.3 |
$903k |
|
6.2k |
146.28 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$896k |
|
4.1k |
217.26 |
|
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.3 |
$879k |
|
4.3k |
205.80 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.3 |
$806k |
|
12k |
69.75 |
|
Mastercard Incorporated Cl A
(MA)
|
0.3 |
$779k |
|
1.6k |
499.56 |
|
Tesla Motors
(TSLA)
|
0.3 |
$763k |
|
2.1k |
371.78 |
|
Vanguard Instl Index 0-3 Mo Treas Bil
(VBIL)
|
0.3 |
$708k |
|
9.4k |
75.65 |
|
Advanced Micro Devices
(AMD)
|
0.2 |
$674k |
|
3.3k |
203.43 |
|
Markel Corporation
(MKL)
|
0.2 |
$593k |
|
310.00 |
1914.07 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.2 |
$553k |
|
17k |
32.95 |
|
Cardinal Health
(CAH)
|
0.2 |
$547k |
|
2.6k |
211.31 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.2 |
$546k |
|
9.2k |
59.55 |
|
Vanguard Bd Index Fds Vanguard Ultra
(VUSB)
|
0.2 |
$517k |
|
10k |
49.78 |
|
Stryker Corporation
(SYK)
|
0.2 |
$419k |
|
1.3k |
328.59 |
|
Arista Networks Com Shs
(ANET)
|
0.1 |
$401k |
|
3.3k |
122.78 |
|
Deere & Company
(DE)
|
0.1 |
$397k |
|
704.00 |
563.32 |
|
State Str Spdr Dow Jones Ind Ut Ser 1
(DIA)
|
0.1 |
$378k |
|
816.00 |
463.19 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$376k |
|
1.7k |
215.06 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$352k |
|
1.1k |
310.79 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.1 |
$323k |
|
11k |
29.13 |
|
Amgen
(AMGN)
|
0.1 |
$317k |
|
901.00 |
351.85 |
|
Vaneck Etf Trust Ig Floating Rate
(FLTR)
|
0.1 |
$315k |
|
12k |
25.48 |
|
Consolidated Edison
(ED)
|
0.1 |
$304k |
|
2.7k |
113.18 |
|
Vaneck Etf Trust Semiconductr Etf
(SMH)
|
0.1 |
$295k |
|
768.00 |
383.40 |
|
Union Pacific Corporation
(UNP)
|
0.1 |
$286k |
|
1.2k |
242.62 |
|
Cava Group Ord
(CAVA)
|
0.1 |
$278k |
|
3.4k |
80.90 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$276k |
|
1.8k |
151.41 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$273k |
|
626.00 |
436.79 |
|
Applied Materials
(AMAT)
|
0.1 |
$258k |
|
756.00 |
341.82 |
|
Quest Diagnostics Incorporated
(DGX)
|
0.1 |
$257k |
|
1.3k |
195.98 |
|
Palo Alto Networks
(PANW)
|
0.1 |
$256k |
|
1.6k |
160.32 |
|
Abbott Laboratories
(ABT)
|
0.1 |
$250k |
|
2.4k |
102.69 |
|
Nasdaq Omx
(NDAQ)
|
0.1 |
$246k |
|
2.9k |
84.89 |
|
Marriott Intl Cl A
(MAR)
|
0.1 |
$230k |
|
702.00 |
327.07 |
|
Crowdstrike Hldgs Cl A
(CRWD)
|
0.1 |
$223k |
|
572.00 |
390.41 |
|
Ge Healthcare Technologies I Common Stock
(GEHC)
|
0.1 |
$222k |
|
3.1k |
71.18 |
|
Teva Pharmaceutical Inds Sponsored Ads
(TEVA)
|
0.1 |
$216k |
|
7.2k |
30.12 |
|
Cummins
(CMI)
|
0.1 |
$215k |
|
400.00 |
538.02 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$215k |
|
1.5k |
144.44 |
|
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.1 |
$207k |
|
1.1k |
189.59 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.1 |
$206k |
|
316.00 |
653.21 |
|
Presidio Ppty Tr *w Exp 01/24/202 Call Option
(SQFTW)
|
0.0 |
$250.799700 |
|
13k |
0.02 |