Berkshire Hathaway
(BRK.B)
|
11.5 |
$28M |
|
123k |
226.50 |
Schwab International Equity ETF
(SCHF)
|
4.4 |
$11M |
|
321k |
33.63 |
Alphabet Inc Class A cs
(GOOGL)
|
4.1 |
$10M |
|
7.4k |
1339.33 |
Microsoft Corporation
(MSFT)
|
3.5 |
$8.5M |
|
54k |
157.69 |
Vaneck Vectors Gold Miners mutual
(GDX)
|
3.3 |
$8.1M |
|
276k |
29.28 |
Apple
(AAPL)
|
2.9 |
$7.1M |
|
24k |
293.66 |
Discover Financial Services
(DFS)
|
2.9 |
$7.0M |
|
82k |
84.82 |
WisdomTree Emerging Mkts Small Cp Div
(DGS)
|
2.8 |
$6.7M |
|
141k |
47.82 |
Lattice Strategies Tr dev mk x us st
(RODM)
|
2.8 |
$6.7M |
|
228k |
29.37 |
Goldman Sachs Etf Tr activebeta int
(GSIE)
|
2.8 |
$6.7M |
|
222k |
30.25 |
Omega Healthcare Investors
(OHI)
|
2.7 |
$6.6M |
|
155k |
42.35 |
Southwest Airlines
(LUV)
|
2.6 |
$6.5M |
|
120k |
53.98 |
United Technologies Corporation
|
2.6 |
$6.4M |
|
43k |
149.77 |
iShares Lehman 7-10 Yr Treas. Bond
(IEF)
|
2.6 |
$6.3M |
|
57k |
110.22 |
Starbucks Corporation
(SBUX)
|
2.5 |
$6.0M |
|
68k |
87.92 |
JPMorgan Chase & Co.
(JPM)
|
2.4 |
$5.9M |
|
43k |
139.39 |
Sch Fnd Us Lg Etf schwb fdt us lg
(FNDX)
|
2.4 |
$5.8M |
|
137k |
42.68 |
CVS Caremark Corporation
(CVS)
|
2.4 |
$5.8M |
|
78k |
74.30 |
Morgan Stanley
(MS)
|
2.3 |
$5.7M |
|
111k |
51.12 |
Pfizer
(PFE)
|
2.3 |
$5.6M |
|
144k |
39.18 |
iShares Barclays TIPS Bond Fund
(TIP)
|
2.3 |
$5.6M |
|
48k |
116.57 |
L3harris Technologies
(LHX)
|
2.2 |
$5.3M |
|
27k |
197.86 |
Redwood Trust
(RWT)
|
2.1 |
$5.1M |
|
306k |
16.54 |
Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund
(FLTR)
|
1.9 |
$4.7M |
|
187k |
25.31 |
Marathon Petroleum Corp
(MPC)
|
1.9 |
$4.5M |
|
75k |
60.26 |
WisdomTree Europe SmallCap Div
(DFE)
|
1.8 |
$4.4M |
|
68k |
65.35 |
Laboratory Corp. of America Holdings
|
1.8 |
$4.4M |
|
26k |
169.17 |
Chevron Corporation
(CVX)
|
1.8 |
$4.4M |
|
36k |
120.52 |
Abb
(ABBNY)
|
1.7 |
$4.2M |
|
173k |
24.09 |
Automatic Data Processing
(ADP)
|
1.5 |
$3.7M |
|
22k |
170.52 |
Evolent Health
(EVH)
|
1.4 |
$3.5M |
|
386k |
9.05 |
Kohl's Corporation
(KSS)
|
1.4 |
$3.5M |
|
68k |
50.95 |
Johnson & Johnson
(JNJ)
|
1.1 |
$2.7M |
|
19k |
145.85 |
Vanguard Total Bond Market ETF
(BND)
|
1.0 |
$2.5M |
|
30k |
83.86 |
Ishares Tr usa min vo
(USMV)
|
1.0 |
$2.3M |
|
36k |
65.59 |
iShares S&P SmallCap 600 Index
(IJR)
|
0.9 |
$2.2M |
|
27k |
83.83 |
Goldman Sachs Etf Tr
(GSLC)
|
0.8 |
$2.0M |
|
31k |
64.66 |
WisdomTree Dividend ex-Fin Fund
(AIVL)
|
0.8 |
$1.9M |
|
21k |
92.51 |
Schwab U S Broad Market ETF
(SCHB)
|
0.7 |
$1.7M |
|
22k |
76.89 |
Cabot Oil & Gas Corporation
(CTRA)
|
0.6 |
$1.5M |
|
87k |
17.41 |
EOG Resources
(EOG)
|
0.6 |
$1.5M |
|
18k |
83.78 |
WisdomTree MidCap Dividend Fund
(DON)
|
0.6 |
$1.5M |
|
39k |
38.05 |
iShares Barclays Inter Crd Bd Fund ETF)
(IGIB)
|
0.5 |
$1.3M |
|
22k |
58.00 |
Goldman Sachs Just Us Lg Cap just us lrg cp
(JUST)
|
0.4 |
$983k |
|
21k |
46.30 |
Invesco Taxable Municipal Bond otr
(BAB)
|
0.4 |
$901k |
|
29k |
31.66 |
At&t
(T)
|
0.4 |
$877k |
|
23k |
39.06 |
Ishares Tr Msci Usa Momentum Factor
(MTUM)
|
0.4 |
$890k |
|
7.1k |
125.51 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$835k |
|
12k |
69.80 |
Ford Motor Company
(F)
|
0.2 |
$603k |
|
65k |
9.30 |
Amazon
(AMZN)
|
0.2 |
$512k |
|
277.00 |
1848.38 |
Philip Morris International
(PM)
|
0.2 |
$431k |
|
5.1k |
85.08 |
Schwab Strategic Tr cmn
(SCHV)
|
0.1 |
$343k |
|
5.7k |
60.20 |
Altria
(MO)
|
0.1 |
$328k |
|
6.6k |
49.89 |
Wells Fargo & Company
(WFC)
|
0.1 |
$286k |
|
5.3k |
53.75 |
Energy Select Sector SPDR
(XLE)
|
0.1 |
$296k |
|
4.9k |
59.98 |
DTE Energy Company
(DTE)
|
0.1 |
$262k |
|
2.0k |
129.70 |
Technology SPDR
(XLK)
|
0.1 |
$262k |
|
2.9k |
91.67 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.1 |
$248k |
|
660.00 |
375.76 |
Mondelez Int
(MDLZ)
|
0.1 |
$253k |
|
4.6k |
55.14 |
Boeing Company
(BA)
|
0.1 |
$228k |
|
700.00 |
325.71 |
Abbvie
(ABBV)
|
0.1 |
$230k |
|
2.6k |
88.46 |
Intel Corporation
(INTC)
|
0.1 |
$200k |
|
3.4k |
59.70 |
Stryker Corporation
(SYK)
|
0.1 |
$204k |
|
970.00 |
210.31 |
Cdk Global Inc equities
|
0.1 |
$207k |
|
3.8k |
54.76 |
Arcus Biosciences Incorporated
(RCUS)
|
0.1 |
$191k |
|
19k |
10.09 |
Promis Neurosciences
|
0.0 |
$1.0k |
|
10k |
0.10 |