|
Berkshire Hathaway CL B
(BRK.B)
|
8.5 |
$36M |
|
71k |
502.74 |
|
Alphabet Stk Cl A
(GOOGL)
|
5.1 |
$22M |
|
89k |
243.10 |
|
Schwab Fundamental U.S. Large Fdt Us Lg
(FNDX)
|
3.7 |
$16M |
|
589k |
26.30 |
|
Goldman Sachs ActiveBeta Inter Activebeta Int
(GSIE)
|
3.7 |
$15M |
|
375k |
41.11 |
|
Microsoft Corporation
(MSFT)
|
3.3 |
$14M |
|
27k |
517.97 |
|
VanEck Vectors Investment Grade Floating Rate ETF Invt Grade Fltg
(FLTR)
|
3.2 |
$13M |
|
522k |
25.57 |
|
iShares Edge MSCI Min Vol USA Msci Min Vol Etf
(USMV)
|
2.9 |
$12M |
|
130k |
95.14 |
|
VanEck Vectors Gold Miners ETF Gold Miner Etf
(GDX)
|
2.9 |
$12M |
|
158k |
76.40 |
|
Meta Platforms Inc Class A Cl A
(META)
|
2.8 |
$12M |
|
16k |
734.39 |
|
Apple
(AAPL)
|
2.5 |
$11M |
|
42k |
254.62 |
|
Schwab Intermediate Treasury Int Trm Us Tres
(SCHR)
|
2.4 |
$10M |
|
407k |
25.13 |
|
iShares TIPS Bond ETF Tips Bd Etf
(TIP)
|
2.4 |
$10M |
|
91k |
111.22 |
|
JPMorgan Chase & Co.
(JPM)
|
2.4 |
$10M |
|
32k |
315.44 |
|
Marathon Petroleum Corp
(MPC)
|
2.4 |
$10M |
|
52k |
192.73 |
|
Goldman Sachs Etf Tr Just Us Lrg Cp Us Lrg Cp
(JUST)
|
2.3 |
$9.6M |
|
103k |
93.80 |
|
Ishares S&P Midcap Growth S&p Mc 400gr Etf
(IJK)
|
2.3 |
$9.6M |
|
100k |
95.89 |
|
Schwab U.S. Large-Cap Value ET Us Lcap Va Etf
(SCHV)
|
2.3 |
$9.5M |
|
326k |
29.11 |
|
WisdomTree US MidCap Dividend ETF Midcap Divi Fd
(DON)
|
2.1 |
$8.9M |
|
170k |
52.30 |
|
Goldman Sachs Acss Invmt Grd Corp Bd ETF Access Invt Gr
(GIGB)
|
2.0 |
$8.6M |
|
185k |
46.69 |
|
Morgan Stanley
(MS)
|
2.0 |
$8.4M |
|
53k |
158.97 |
|
Sprouts Fmrs Mkt
(SFM)
|
2.0 |
$8.3M |
|
77k |
108.80 |
|
Amazon
(AMZN)
|
1.9 |
$8.1M |
|
37k |
219.58 |
|
Invesco QQQ Trust Qqq Tr Unit Ser 1
(QQQ)
|
1.8 |
$7.5M |
|
13k |
600.38 |
|
Xtrackers MSCI EAFE High Div Yld Eq ETF Msci Eafe
(HDEF)
|
1.8 |
$7.4M |
|
253k |
29.42 |
|
iShares Core S&P Small-Cap ETF Etf Tr Equity
(IJR)
|
1.7 |
$7.4M |
|
62k |
118.83 |
|
iShares Morningstar Large-Cap Growth ETF TR GRWT
(ILCG)
|
1.7 |
$7.1M |
|
68k |
104.30 |
|
Schwab US Mid Cap ETF Us Mid Cap Etf
(SCHM)
|
1.6 |
$6.7M |
|
227k |
29.64 |
|
WisdomTree U.S. Quality Divide Us Qtly Div Grt
(DGRW)
|
1.5 |
$6.4M |
|
72k |
88.96 |
|
iShares 7-10 Year Treasury Bond ETF TR 7 10 YR Tsy
(IEF)
|
1.5 |
$6.4M |
|
66k |
96.46 |
|
iShares MSCI EAFE Growth ETF Eafe Grwth Etf
(EFG)
|
1.5 |
$6.3M |
|
56k |
113.87 |
|
Chevron Corporation
(CVX)
|
1.5 |
$6.2M |
|
40k |
155.29 |
|
Avantis US Small Cap Value ETF Us Sml Cp Valu
(AVUV)
|
1.5 |
$6.2M |
|
62k |
99.53 |
|
Avantis US Large Cap Value ETF Us Large Cap Vlu
(AVLV)
|
1.4 |
$5.9M |
|
81k |
72.26 |
|
First Trust Water ETF Fd Wtr Etf
(FIW)
|
1.3 |
$5.4M |
|
48k |
112.35 |
|
Labcorp Holdings
(LH)
|
1.3 |
$5.3M |
|
19k |
287.08 |
|
iShares 1-3 Year Treasury Bond ETF Tr 1 3 Yr Treas Bd
(SHY)
|
1.2 |
$5.1M |
|
62k |
82.96 |
|
Nextera Energy
(NEE)
|
1.2 |
$5.1M |
|
68k |
75.49 |
|
Canadian Natl Ry
(CNI)
|
1.2 |
$5.0M |
|
53k |
94.30 |
|
NVIDIA Corporation
(NVDA)
|
1.2 |
$4.9M |
|
26k |
186.59 |
|
Janus Henderson AAA CLO ETF Hendrson Aaa Cl
(JAAA)
|
1.1 |
$4.8M |
|
94k |
50.79 |
|
Verizon Communications
(VZ)
|
1.0 |
$4.4M |
|
100k |
43.95 |
|
Alps Alerian Mlp Etf Alerian Mlp
(AMLP)
|
1.0 |
$4.3M |
|
92k |
46.93 |
|
Honeywell International
(HON)
|
0.9 |
$3.9M |
|
18k |
210.47 |
|
Direxion NASDAQ-100 Equal Wtd ETF Tr Nas100 Eql Wgt
(QQQE)
|
0.8 |
$3.4M |
|
34k |
101.60 |
|
Paychex
(PAYX)
|
0.7 |
$3.1M |
|
25k |
126.75 |
|
Paypal Holdings
(PYPL)
|
0.7 |
$3.1M |
|
47k |
67.05 |
|
Avantis Emerging Markets Equity ETF Avantis Emgmkt
(AVEM)
|
0.7 |
$2.8M |
|
37k |
75.12 |
|
Invesco Russell 1000 Dynamic Mltfct ETF Rusl 1000 Dynm
(OMFL)
|
0.7 |
$2.8M |
|
46k |
60.27 |
|
Sector Spdr Engy Select Energy
(XLE)
|
0.4 |
$1.7M |
|
19k |
89.36 |
|
Schwab International Equity ET Intl Eqty Etf
(SCHF)
|
0.3 |
$1.5M |
|
63k |
23.29 |
|
Industrial Select Sector SPDR Spdr Tr Indl
(XLI)
|
0.3 |
$1.3M |
|
8.2k |
154.28 |
|
Enterprise Products Partners
(EPD)
|
0.2 |
$722k |
|
23k |
31.28 |
|
Automatic Data Processing
(ADP)
|
0.2 |
$644k |
|
2.2k |
293.66 |
|
Hartford Multifactor Dev Mkts Intl Eqty Etf
(RODM)
|
0.2 |
$642k |
|
18k |
35.51 |
|
Marsh & McLennan Companies
(MMC)
|
0.1 |
$623k |
|
3.1k |
201.42 |
|
Utilities Select Sector SPDR F Sbi Int-utils
(XLU)
|
0.1 |
$547k |
|
6.3k |
87.24 |
|
PIMCO Enhanced Short Maturity Active ETF Enhan SHT MA AC
(MINT)
|
0.1 |
$439k |
|
4.4k |
100.62 |
|
Tesla Motors
(TSLA)
|
0.1 |
$394k |
|
886.00 |
444.70 |
|
AbbVie Us Brd Mkt Etf
(ABBV)
|
0.1 |
$354k |
|
1.5k |
231.52 |
|
Johnson & Johnson
(JNJ)
|
0.1 |
$328k |
|
1.8k |
185.31 |
|
Ford Motor Company
(F)
|
0.1 |
$309k |
|
26k |
11.94 |
|
Starbucks Corporation
(SBUX)
|
0.1 |
$253k |
|
3.0k |
84.59 |
|
Technology Select Sector SPDR Spdr Tr Tech
(XLK)
|
0.1 |
$253k |
|
898.00 |
281.74 |
|
Stryker Corp ETF TR SPDR Mid
(SYK)
|
0.1 |
$244k |
|
660.00 |
369.70 |
|
DTE Energy Company
(DTE)
|
0.1 |
$238k |
|
1.7k |
141.75 |
|
Visa
(V)
|
0.1 |
$232k |
|
679.00 |
341.68 |
|
Schwab U S Broad Market ETF
(SCHB)
|
0.1 |
$227k |
|
8.8k |
25.73 |