|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
9.4 |
$53M |
|
78k |
686.81 |
|
Blackrock Etf Trust Ishares Us Equit
(DYNF)
|
6.7 |
$38M |
|
559k |
68.01 |
|
Blackrock Etf Trust Ii Isha Tota Re Etf
(BRTR)
|
5.8 |
$33M |
|
654k |
50.33 |
|
Apple
(AAPL)
|
5.4 |
$31M |
|
107k |
289.36 |
|
Ishares U S Etf Tr Shor Dura Bd Etf
(NEAR)
|
5.2 |
$30M |
|
584k |
50.66 |
|
Public Storage
(PSA)
|
4.3 |
$24M |
|
76k |
318.31 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
4.1 |
$23M |
|
147k |
156.95 |
|
Ishares Tr Intl Eqty Factor
(INTF)
|
3.5 |
$20M |
|
480k |
40.96 |
|
Blackrock Etf Trust Isha In Ctry Etf
(CORO)
|
3.0 |
$17M |
|
464k |
36.60 |
|
Vanguard Index Fds Value Etf
(VTV)
|
2.6 |
$15M |
|
69k |
217.93 |
|
J P Morgan Exchange Traded F Us Qualty Fctr
(JQUA)
|
2.6 |
$15M |
|
204k |
72.28 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
2.3 |
$13M |
|
17k |
746.75 |
|
Putnam Etf Trust Focused Lar Cap
(PVAL)
|
2.2 |
$13M |
|
249k |
50.95 |
|
Ishares Tr Core S&p Us Vlu
(IUSV)
|
2.2 |
$12M |
|
112k |
110.15 |
|
Victory Portfolios Ii Shs Fr Ca Fl Etf
(VFLO)
|
2.0 |
$11M |
|
242k |
45.75 |
|
Ishares Tr Us Sml Cap Eqt
(SMLF)
|
1.9 |
$11M |
|
122k |
89.14 |
|
Tidal Trust I Unlimited Hfgm
(HFGM)
|
1.8 |
$10M |
|
327k |
30.54 |
|
Ishares Emng Mkts Eqt
(EMGF)
|
1.7 |
$9.9M |
|
136k |
73.26 |
|
New York Life Invts Active E Mackay Cali Mun
(MMCA)
|
1.7 |
$9.5M |
|
436k |
21.79 |
|
Fidelity Covington Trust Enhanced Large
(FELV)
|
1.5 |
$8.3M |
|
207k |
40.09 |
|
Harbor Etf Trust Comm All Wea Etf
(HGER)
|
1.3 |
$7.3M |
|
249k |
29.34 |
|
American Centy Etf Tr Us Quality Grow
(QGRO)
|
1.2 |
$6.9M |
|
59k |
118.05 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
1.2 |
$6.7M |
|
9.00 |
748850.00 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.2 |
$6.6M |
|
82k |
80.57 |
|
Etf Ser Solutions Distillate Us
(DSTL)
|
1.0 |
$5.7M |
|
95k |
59.90 |
|
Chubb
(CB)
|
0.8 |
$4.8M |
|
14k |
340.75 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.8 |
$4.6M |
|
13k |
357.36 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.8 |
$4.6M |
|
9.2k |
500.41 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.8 |
$4.5M |
|
6.1k |
736.34 |
|
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.7 |
$4.1M |
|
25k |
163.67 |
|
Meta Platforms Cl A
(META)
|
0.6 |
$3.3M |
|
5.9k |
563.25 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.6 |
$3.2M |
|
9.1k |
353.33 |
|
Illumina
(ILMN)
|
0.5 |
$3.1M |
|
18k |
175.83 |
|
JPMorgan Chase & Co.
(JPM)
|
0.5 |
$3.1M |
|
9.4k |
327.34 |
|
Starbucks Corporation
(SBUX)
|
0.5 |
$3.0M |
|
30k |
102.19 |
|
Select Sector Spdr Tr St Str Care Etf
(XLV)
|
0.5 |
$3.0M |
|
19k |
158.66 |
|
Ishares Tr Cre U S Reit Etf
(USRT)
|
0.5 |
$2.9M |
|
44k |
66.45 |
|
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.5 |
$2.8M |
|
49k |
56.48 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.5 |
$2.7M |
|
39k |
68.41 |
|
Fortinet
(FTNT)
|
0.5 |
$2.7M |
|
17k |
153.62 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.5 |
$2.6M |
|
35k |
75.51 |
|
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp
(MDY)
|
0.5 |
$2.6M |
|
3.7k |
703.38 |
|
McDonald's Corporation
(MCD)
|
0.4 |
$2.5M |
|
9.4k |
270.31 |
|
Johnson & Johnson
(JNJ)
|
0.4 |
$2.5M |
|
9.7k |
253.98 |
|
Markel Corporation
(MKL)
|
0.4 |
$2.4M |
|
1.2k |
1953.01 |
|
Grayscale Bitcoin Mini Tr Et Shs New
(BTC)
|
0.4 |
$2.3M |
|
89k |
25.95 |
|
Houlihan Lokey Cl A
(HLI)
|
0.4 |
$2.2M |
|
17k |
134.13 |
|
Capital Group Growth Etf Shs Creat Unit
(CGGR)
|
0.4 |
$2.2M |
|
47k |
47.20 |
|
Amazon
(AMZN)
|
0.4 |
$2.2M |
|
9.2k |
238.34 |
|
Servicenow
(NOW)
|
0.4 |
$2.2M |
|
22k |
99.28 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.4 |
$2.1M |
|
10k |
212.77 |
|
Intuit
(INTU)
|
0.4 |
$2.1M |
|
7.9k |
260.99 |
|
Equity Residential Sh Ben Int
(EQR)
|
0.4 |
$2.1M |
|
30k |
67.93 |
|
American Express Company
(AXP)
|
0.4 |
$2.0M |
|
6.1k |
338.25 |
|
United Therapeutics Corporation
(UTHR)
|
0.4 |
$2.0M |
|
3.7k |
541.83 |
|
Ishares Tr Eafe Value Etf
(EFV)
|
0.3 |
$1.9M |
|
25k |
76.55 |
|
Brookfield Infrastructure Com Sub Vtg A
(BIPC)
|
0.3 |
$1.9M |
|
49k |
38.50 |
|
Verisk Analytics
(VRSK)
|
0.3 |
$1.9M |
|
10k |
179.52 |
|
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.3 |
$1.8M |
|
18k |
102.81 |
|
Veralto Corp Com Shs
(VLTO)
|
0.3 |
$1.7M |
|
20k |
88.68 |
|
Blackrock
(BLK)
|
0.3 |
$1.7M |
|
1.8k |
961.57 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.3 |
$1.7M |
|
13k |
132.24 |
|
Bny Mellon Etf Trust Conce Intl Etf
(BKCI)
|
0.3 |
$1.7M |
|
31k |
53.97 |
|
CSX Corporation
(CSX)
|
0.3 |
$1.7M |
|
35k |
47.53 |
|
Ishares Esg Awr Msci Em
(ESGE)
|
0.3 |
$1.4M |
|
26k |
54.69 |
|
Advisors Inner Circle Fd Iii Gqg Us Equit Etf
(GQGU)
|
0.2 |
$1.3M |
|
53k |
25.40 |
|
Ishares Tr Core S&p Us Gwt
(IUSG)
|
0.2 |
$1.2M |
|
6.6k |
188.09 |
|
NVIDIA Corporation
(NVDA)
|
0.2 |
$1.2M |
|
5.9k |
200.08 |
|
Broadcom
(AVGO)
|
0.2 |
$1.2M |
|
3.1k |
377.79 |
|
Tesla Motors
(TSLA)
|
0.2 |
$1.1M |
|
2.6k |
420.60 |
|
Microsoft Corporation
(MSFT)
|
0.2 |
$995k |
|
2.7k |
373.05 |
|
International Business Machines
(IBM)
|
0.2 |
$958k |
|
3.4k |
281.22 |
|
Intel Corporation
(INTC)
|
0.2 |
$913k |
|
6.5k |
139.62 |
|
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.2 |
$893k |
|
12k |
76.11 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$851k |
|
6.2k |
136.73 |
|
J P Morgan Exchange Traded F Active Value Etf
(JAVA)
|
0.1 |
$831k |
|
11k |
79.41 |
|
Costco Wholesale Corporation
(COST)
|
0.1 |
$806k |
|
862.00 |
935.32 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.1 |
$771k |
|
7.8k |
98.98 |
|
Home Depot
(HD)
|
0.1 |
$750k |
|
2.1k |
352.72 |
|
Boeing Company
(BA)
|
0.1 |
$742k |
|
3.4k |
216.44 |
|
Marriott Intl Cl A
(MAR)
|
0.1 |
$742k |
|
2.0k |
370.61 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$740k |
|
5.0k |
146.65 |
|
Deere & Company
(DE)
|
0.1 |
$711k |
|
1.1k |
634.33 |
|
Ishares Tr Msci Gbl Sus Dev
(SDG)
|
0.1 |
$679k |
|
7.6k |
89.43 |
|
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.1 |
$556k |
|
5.0k |
110.32 |
|
Wells Fargo & Company
(WFC)
|
0.1 |
$552k |
|
6.7k |
82.64 |
|
Ameriprise Financial
(AMP)
|
0.1 |
$551k |
|
1.2k |
458.76 |
|
Forte Biosciences Com New
(FBRX)
|
0.1 |
$526k |
|
25k |
21.25 |
|
Ishares Tr Esg Select Scre
(XJH)
|
0.1 |
$521k |
|
10k |
52.15 |
|
World Gold Tr Spdr Gld Minis
(GLDM)
|
0.1 |
$496k |
|
6.2k |
79.42 |
|
Allstate Corporation
(ALL)
|
0.1 |
$489k |
|
2.1k |
237.94 |
|
SYSCO Corporation
(SYY)
|
0.1 |
$478k |
|
5.7k |
83.58 |
|
Hartford Financial Services
(HIG)
|
0.1 |
$473k |
|
3.6k |
132.52 |
|
Itt
(ITT)
|
0.1 |
$473k |
|
2.4k |
197.76 |
|
Netflix
(NFLX)
|
0.1 |
$461k |
|
6.5k |
71.40 |
|
Advanced Micro Devices
(AMD)
|
0.1 |
$458k |
|
788.00 |
580.91 |
|
Etfis Ser Tr I Virtus Reaves Ut
(UTES)
|
0.1 |
$433k |
|
5.3k |
81.74 |
|
EQT Corporation
(EQT)
|
0.1 |
$425k |
|
8.0k |
53.17 |
|
Circle Internet Group Com Cl A
(CRCL)
|
0.1 |
$418k |
|
6.7k |
62.63 |
|
Abbvie
(ABBV)
|
0.1 |
$416k |
|
1.7k |
251.61 |
|
Fidelity Wise Origin Bitcoin SHS
(FBTC)
|
0.1 |
$416k |
|
8.1k |
51.05 |
|
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.1 |
$382k |
|
20k |
19.12 |
|
Ge Aerospace Com New
(GE)
|
0.1 |
$381k |
|
1.0k |
373.81 |
|
HSBC HLDGS Spon Adr New
(HSBC)
|
0.1 |
$380k |
|
4.0k |
95.09 |
|
Vicor Corporation
(VICR)
|
0.1 |
$380k |
|
1.0k |
379.78 |
|
State Str Spdr Dow Jones Ind Ut Ser 1
(DIA)
|
0.1 |
$368k |
|
704.00 |
522.39 |
|
Southwest Airlines
(LUV)
|
0.1 |
$363k |
|
7.1k |
51.42 |
|
McKesson Corporation
(MCK)
|
0.1 |
$350k |
|
463.00 |
756.29 |
|
Ishares Tr Esg Aware Msci
(ESML)
|
0.1 |
$343k |
|
6.1k |
55.93 |
|
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.1 |
$332k |
|
2.1k |
156.97 |
|
Oneok
(OKE)
|
0.1 |
$320k |
|
3.7k |
86.95 |
|
Southstate Bk Corp
(SSB)
|
0.1 |
$297k |
|
3.0k |
99.90 |
|
Citigroup Com New
(C)
|
0.1 |
$296k |
|
2.1k |
139.96 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$295k |
|
1.9k |
158.03 |
|
Southern Copper Corporation
(SCCO)
|
0.1 |
$284k |
|
1.6k |
174.26 |
|
Walt Disney Company
(DIS)
|
0.0 |
$276k |
|
2.9k |
96.25 |
|
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.0 |
$261k |
|
1.8k |
147.72 |
|
Ge Vernova
(GEV)
|
0.0 |
$258k |
|
220.00 |
1173.76 |
|
Micron Technology
(MU)
|
0.0 |
$258k |
|
224.00 |
1152.04 |
|
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.0 |
$253k |
|
1.9k |
136.71 |
|
Qualcomm
(QCOM)
|
0.0 |
$249k |
|
1.3k |
184.79 |
|
Kimberly-Clark Corporation
(KMB)
|
0.0 |
$249k |
|
2.3k |
109.77 |
|
Crowdstrike Hldgs Cl A
(CRWD)
|
0.0 |
$249k |
|
326.00 |
762.24 |
|
T. Rowe Price
(TROW)
|
0.0 |
$246k |
|
2.2k |
113.67 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.0 |
$232k |
|
3.3k |
69.90 |
|
Invesco Currencyshares Euro Euro Shs
(FXE)
|
0.0 |
$227k |
|
2.2k |
105.42 |
|
General Dynamics Corporation
(GD)
|
0.0 |
$227k |
|
641.00 |
354.00 |
|
Cisco Systems
(CSCO)
|
0.0 |
$222k |
|
1.9k |
117.43 |
|
Bank of America Corporation
(BAC)
|
0.0 |
$214k |
|
3.8k |
56.98 |
|
Ionq Inc Pipe
(IONQ)
|
0.0 |
$213k |
|
4.0k |
53.26 |
|
Xylem
(XYL)
|
0.0 |
$211k |
|
1.8k |
118.21 |
|
Wal-Mart Stores
(WMT)
|
0.0 |
$205k |
|
1.8k |
113.27 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.0 |
$201k |
|
669.00 |
300.45 |