Ishares Tr Core S&p500 Etf
(IVV)
|
17.8 |
$42M |
|
80k |
525.73 |
Vanguard Index Fds Value Etf
(VTV)
|
8.7 |
$20M |
|
125k |
162.86 |
Vanguard Index Fds Growth Etf
(VUG)
|
8.6 |
$20M |
|
59k |
344.20 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
6.9 |
$16M |
|
324k |
50.17 |
Schwab Strategic Tr Schwb Fdt Int Lg
(FNDF)
|
6.6 |
$16M |
|
435k |
35.61 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
6.2 |
$15M |
|
297k |
49.24 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
6.1 |
$14M |
|
291k |
49.19 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
4.8 |
$11M |
|
147k |
76.67 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
4.6 |
$11M |
|
236k |
46.00 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
3.3 |
$7.8M |
|
187k |
41.77 |
Schwab Strategic Tr Schwb Fdt Emk Lg
(FNDE)
|
3.0 |
$7.1M |
|
255k |
27.76 |
Ishares Tr National Mun Etf
(MUB)
|
2.9 |
$6.8M |
|
64k |
107.60 |
Ishares Tr Global Reit Etf
(REET)
|
2.5 |
$6.0M |
|
253k |
23.68 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
2.2 |
$5.1M |
|
132k |
39.02 |
Vanguard World Mega Cap Index
(MGC)
|
2.1 |
$4.9M |
|
26k |
186.87 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
1.6 |
$3.9M |
|
51k |
75.98 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
1.2 |
$2.9M |
|
17k |
169.37 |
Ishares Tr Ibonds Dec24 Etf
(IBDP)
|
1.1 |
$2.7M |
|
108k |
25.05 |
Community Bank System
(CBU)
|
0.9 |
$2.2M |
|
45k |
48.03 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.8 |
$1.9M |
|
22k |
86.48 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.7 |
$1.5M |
|
61k |
25.25 |
Raytheon Technologies Corp
(RTX)
|
0.6 |
$1.5M |
|
15k |
97.53 |
Apple
(AAPL)
|
0.6 |
$1.4M |
|
8.3k |
171.48 |
Microsoft Corporation
(MSFT)
|
0.5 |
$1.1M |
|
2.6k |
420.74 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$868k |
|
3.8k |
228.59 |
Carrier Global Corporation
(CARR)
|
0.3 |
$778k |
|
13k |
58.13 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$738k |
|
10k |
72.33 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.3 |
$676k |
|
8.5k |
79.86 |
Ishares Msci World Etf
(URTH)
|
0.3 |
$673k |
|
4.6k |
144.91 |
Otis Worldwide Corp
(OTIS)
|
0.3 |
$664k |
|
6.7k |
99.27 |
Amphenol Corp Cl A
(APH)
|
0.3 |
$631k |
|
5.5k |
115.35 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$539k |
|
596.00 |
903.61 |
Ssga Active Etf Tr Spdr Tr Tactic
(TOTL)
|
0.2 |
$522k |
|
13k |
40.05 |
Home Depot
(HD)
|
0.2 |
$502k |
|
1.3k |
383.60 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$478k |
|
914.00 |
523.07 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.2 |
$467k |
|
7.6k |
61.05 |
Meta Platforms Cl A
(META)
|
0.2 |
$464k |
|
956.00 |
485.58 |
Ishares Tr Ibonds Dec
(IBMM)
|
0.2 |
$461k |
|
18k |
25.95 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$432k |
|
2.2k |
200.30 |
Merck & Co
(MRK)
|
0.2 |
$423k |
|
3.2k |
131.95 |
Sherwin-Williams Company
(SHW)
|
0.1 |
$345k |
|
993.00 |
347.33 |
Visa Com Cl A
(V)
|
0.1 |
$343k |
|
1.2k |
279.08 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$326k |
|
2.8k |
116.26 |
Caterpillar
(CAT)
|
0.1 |
$321k |
|
877.00 |
366.43 |
Amgen
(AMGN)
|
0.1 |
$296k |
|
1.0k |
284.32 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.1 |
$292k |
|
3.1k |
92.72 |
Ishares Tr Ibonds Dec25 Etf
(IBDQ)
|
0.1 |
$292k |
|
12k |
24.81 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$284k |
|
591.00 |
480.71 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$268k |
|
3.3k |
80.63 |
Procter & Gamble Company
(PG)
|
0.1 |
$238k |
|
1.5k |
162.28 |
Johnson & Johnson
(JNJ)
|
0.1 |
$227k |
|
1.4k |
158.20 |
Southern Company
(SO)
|
0.1 |
$222k |
|
3.1k |
71.74 |
Bank of America Corporation
(BAC)
|
0.1 |
$212k |
|
5.6k |
37.92 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.1 |
$207k |
|
5.0k |
41.08 |
Pepsi
(PEP)
|
0.1 |
$207k |
|
1.2k |
175.01 |