Vanguard FTSE Developed Market Etf
(VEA)
|
7.0 |
$34M |
|
841k |
40.80 |
Microsoft Corporation
(MSFT)
|
4.7 |
$23M |
|
90k |
256.83 |
iShares Core S&P Small-Cap ETF Etf
(IJR)
|
4.6 |
$23M |
|
247k |
92.41 |
Johnson & Johnson
(JNJ)
|
3.8 |
$19M |
|
107k |
177.51 |
Linde
|
3.8 |
$19M |
|
65k |
287.53 |
W.R. Berkley Corporation
(WRB)
|
3.6 |
$18M |
|
257k |
68.26 |
UnitedHealth
(UNH)
|
3.5 |
$18M |
|
34k |
513.62 |
Apple
(AAPL)
|
3.5 |
$17M |
|
125k |
136.72 |
TJX Companies
(TJX)
|
3.4 |
$17M |
|
301k |
55.85 |
American Tower Reit
(AMT)
|
3.3 |
$16M |
|
63k |
255.59 |
Medtronic
(MDT)
|
3.2 |
$16M |
|
173k |
89.75 |
Union Pacific Corporation
(UNP)
|
3.1 |
$15M |
|
72k |
213.28 |
Visa
(V)
|
3.0 |
$15M |
|
75k |
196.88 |
Honeywell International
(HON)
|
2.7 |
$14M |
|
78k |
173.81 |
Principal Large-Cap Growth Fun Etf
(PLGIX)
|
2.6 |
$13M |
|
841k |
15.02 |
Pepsi
(PEP)
|
2.5 |
$12M |
|
73k |
166.66 |
Vanguard FTSE Emerging Markets Etf
(VWO)
|
2.3 |
$11M |
|
274k |
41.65 |
CVS Caremark Corporation
(CVS)
|
2.2 |
$11M |
|
117k |
92.66 |
Bank of America Corporation
(BAC)
|
2.1 |
$11M |
|
337k |
31.13 |
SPDR Gold Trust Etf
(GLD)
|
2.0 |
$9.9M |
|
59k |
168.47 |
Phillips 66
(PSX)
|
1.9 |
$9.4M |
|
115k |
81.99 |
Goldman Sachs
(GS)
|
1.9 |
$9.4M |
|
32k |
297.04 |
Amgen
(AMGN)
|
1.9 |
$9.2M |
|
38k |
243.31 |
Amazon
(AMZN)
|
1.8 |
$9.0M |
|
84k |
106.22 |
Home Depot
(HD)
|
1.8 |
$8.9M |
|
32k |
274.27 |
Truist Financial Corp equities
(TFC)
|
1.7 |
$8.5M |
|
180k |
47.43 |
Alphabet Inc Class C cs
(GOOG)
|
1.6 |
$7.9M |
|
3.6k |
2187.48 |
Lowe's Companies
(LOW)
|
1.5 |
$7.5M |
|
43k |
174.67 |
BP
(BP)
|
1.5 |
$7.3M |
|
256k |
28.35 |
iShares Gold Trust Etf
(IAU)
|
1.4 |
$7.0M |
|
203k |
34.30 |
Exxon Mobil Corporation
(XOM)
|
1.3 |
$6.5M |
|
76k |
85.64 |
Colgate-Palmolive Company
(CL)
|
1.1 |
$5.5M |
|
69k |
80.14 |
Spdr S&p 500 Etf Etf
(SPY)
|
1.0 |
$4.9M |
|
13k |
377.38 |
T. Rowe Price Overseas Stock F Etf
(TROIX)
|
1.0 |
$4.8M |
|
447k |
10.71 |
Facebook Inc cl a
(META)
|
1.0 |
$4.8M |
|
30k |
161.26 |
JPMorgan Equity Income Fund R6 Etf
(OIEJX)
|
0.9 |
$4.7M |
|
217k |
21.56 |
Vanguard Short-Term Inv Grade Etf
(VFSUX)
|
0.9 |
$4.4M |
|
433k |
10.08 |
Dominion Resources
(D)
|
0.9 |
$4.2M |
|
53k |
79.81 |
3M Company
(MMM)
|
0.8 |
$4.0M |
|
31k |
129.40 |
Walt Disney Company
(DIS)
|
0.8 |
$3.9M |
|
42k |
94.40 |
AFLAC Incorporated
(AFL)
|
0.7 |
$3.6M |
|
65k |
55.34 |
Janus Henderson Enterprise Fun Etf
(JDMNX)
|
0.5 |
$2.7M |
|
21k |
127.54 |
Invesco Senior Loan ETF Etf
(BKLN)
|
0.5 |
$2.7M |
|
132k |
20.27 |
Roche Holding
(RHHBY)
|
0.5 |
$2.2M |
|
53k |
41.71 |
Eli Lilly & Co.
(LLY)
|
0.4 |
$2.2M |
|
5.4k |
406.20 |
iShares S&P 500 Index Fund Etf
(WFSPX)
|
0.3 |
$1.5M |
|
3.4k |
445.29 |
T. Rowe Price Small-Cap Value Etf
(PRSVX)
|
0.3 |
$1.3M |
|
26k |
49.61 |
Invesco Developing Markets Fun Etf
|
0.3 |
$1.2M |
|
35k |
35.12 |
Invesco Comstock Fund R6 Etf
(ICSFX)
|
0.2 |
$1.2M |
|
42k |
27.17 |
JPMorgan Equity Income Fund I Etf
(HLIEX)
|
0.2 |
$1.0M |
|
47k |
21.57 |
iShares S&P 500 Growth ETF Etf
(IVW)
|
0.2 |
$993k |
|
17k |
60.33 |
Boeing Company
(BA)
|
0.2 |
$831k |
|
6.1k |
136.79 |
Vanguard Small-Cap Index Fund Etf
(VSMAX)
|
0.1 |
$665k |
|
7.9k |
84.36 |
Black Knight
|
0.1 |
$647k |
|
9.9k |
65.43 |
Invesco V.I. Comstock Fund VIT Etf
|
0.1 |
$578k |
|
18k |
32.04 |
Vanguard Short-Term Corporate Etf
|
0.1 |
$546k |
|
49k |
11.13 |
Vanguard Total Intl Stock Inde Etf
(VTIAX)
|
0.1 |
$538k |
|
20k |
27.65 |
Vanguard Short-Term Corporate Etf
(VCSH)
|
0.1 |
$530k |
|
6.9k |
76.31 |
Fidelity Contrafund Etf
(FCNTX)
|
0.1 |
$527k |
|
40k |
13.29 |
Vanguard 500 Index Fund Adm Etf
(VFIAX)
|
0.1 |
$503k |
|
1.4k |
349.55 |
SPDR Portfolio S&P 500 Value E Etf
(SPYV)
|
0.1 |
$493k |
|
13k |
36.82 |
SPDR Portfolio S&P 500 Growth Etf
(SPYG)
|
0.1 |
$422k |
|
8.1k |
52.29 |
T. Rowe Price Blue Chip Growth Etf
(QAAGXX)
|
0.1 |
$397k |
|
9.4k |
42.36 |
Health Care Select Sector SPDR Etf
(XLV)
|
0.1 |
$372k |
|
2.9k |
128.28 |
Nike
(NKE)
|
0.1 |
$347k |
|
3.4k |
102.06 |
Canadian Natural Resources
(CNQ)
|
0.1 |
$333k |
|
6.2k |
53.71 |
McCormick & Company, Incorporated
(MKC)
|
0.1 |
$333k |
|
4.0k |
83.25 |
Cummins
(CMI)
|
0.1 |
$316k |
|
1.6k |
193.63 |
American Funds Europacific Gro Etf
(AEGFX)
|
0.1 |
$277k |
|
5.8k |
48.01 |
Schwab S&P 500 Index Fund Etf
(SWPPX)
|
0.1 |
$269k |
|
4.6k |
58.40 |
IDEX Corporation
(IEX)
|
0.1 |
$254k |
|
1.4k |
181.43 |
Merck & Co
(MRK)
|
0.1 |
$254k |
|
2.8k |
91.17 |
NVIDIA Corporation
(NVDA)
|
0.0 |
$227k |
|
1.5k |
151.33 |
Berkshire Hathaway
(BRK.B)
|
0.0 |
$202k |
|
740.00 |
272.97 |
Brandywine Global Corporate Cr Etf
(BCGIX)
|
0.0 |
$190k |
|
19k |
9.79 |
Vanguard Short-Term Inv Grade Etf
(VFSTX)
|
0.0 |
$188k |
|
19k |
10.09 |
Eaton Vance Income Fund of Bos Etf
(EIBIX)
|
0.0 |
$158k |
|
33k |
4.83 |
FPA New Income Fund Etf
|
0.0 |
$157k |
|
16k |
9.66 |
Lord Abbett Inflation Focused Etf
|
0.0 |
$147k |
|
12k |
11.81 |
Eaton Vance Short Dur Govt Etf
|
0.0 |
$115k |
|
15k |
7.83 |
Universal Technical Institute
(UTI)
|
0.0 |
$102k |
|
14k |
7.16 |
Vanguard Ultra Short Bond ETF Etf
(VUSB)
|
0.0 |
$34k |
|
710.00 |
47.89 |
Chevron Corporation
(CVX)
|
0.0 |
$12k |
|
90.00 |
133.33 |