Capital Group Global Growth Equity ETF Shs Creation Uni
(CGGO)
|
18.5 |
$24M |
|
998k |
24.29 |
Capital Group Growth ETF Shs Creation Uni
(CGGR)
|
7.6 |
$9.9M |
|
394k |
25.23 |
iShares Core U.S. Growth ETF Core S&p Us Gwt
(IUSG)
|
7.1 |
$9.3M |
|
95k |
97.64 |
Apple
(AAPL)
|
6.8 |
$9.0M |
|
46k |
193.97 |
iShares Core S&P U.S. Value ETF Core S&p Us Vlu
(IUSV)
|
5.8 |
$7.6M |
|
97k |
78.26 |
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl
(SPYV)
|
5.3 |
$6.9M |
|
160k |
43.20 |
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf
(IJH)
|
3.8 |
$5.0M |
|
19k |
261.48 |
iShares Russell 3000 ETF Russell 3000 Etf
(IWV)
|
3.5 |
$4.6M |
|
18k |
254.48 |
iShares Core S&P 500 ETF Core S&p500 Etf
(IVV)
|
3.3 |
$4.3M |
|
9.7k |
445.70 |
iShares Core MSCI Emerging Markets ETF Core Msci Emkt
(IEMG)
|
3.1 |
$4.0M |
|
82k |
49.29 |
Microsoft Corporation
(MSFT)
|
2.6 |
$3.5M |
|
10k |
340.53 |
SPDR Portfolio S&P 500 Growth ETF Prtflo S&p500 Gw
(SPYG)
|
2.3 |
$3.0M |
|
49k |
61.01 |
Dimensional U.S. Core Equity 2 ETF Us Core Equity 2
(DFAC)
|
2.3 |
$3.0M |
|
110k |
27.15 |
iShares MSCI Acwi ETF Msci Acwi Etf
(ACWI)
|
2.2 |
$2.8M |
|
30k |
95.94 |
Dimensional U.S. Equity ETF Us Equity Etf
(DFUS)
|
2.0 |
$2.7M |
|
55k |
48.16 |
iShares MSCI Acwi Ex U.S. ETF Msci Acwi Ex Us
(ACWX)
|
1.9 |
$2.4M |
|
50k |
49.22 |
Procter & Gamble Company
(PG)
|
1.7 |
$2.2M |
|
15k |
151.74 |
Exxon Mobil Corporation
(XOM)
|
1.6 |
$2.1M |
|
20k |
107.25 |
Firstservice Corp
(FSV)
|
1.2 |
$1.5M |
|
10k |
154.09 |
Coca-Cola Company
(KO)
|
1.1 |
$1.5M |
|
24k |
60.22 |
SPDR S&P 500 ETF Trust Tr Unit
(SPY)
|
0.9 |
$1.2M |
|
2.8k |
443.31 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$881k |
|
6.1k |
145.44 |
Vanguard S&P Small-Cap 600 Index Fund ETF Shares Smllcp 600 Idx
(VIOO)
|
0.7 |
$873k |
|
9.5k |
91.89 |
Dimensional U.S. Marketwide Value ETF Us Mktwide Value
(DFUV)
|
0.6 |
$848k |
|
25k |
34.50 |
Vanguard Total Stock Market Index Fund ETF Shares Total Stk Mkt
(VTI)
|
0.6 |
$811k |
|
3.7k |
220.31 |
NVIDIA Corporation
(NVDA)
|
0.6 |
$799k |
|
1.9k |
423.02 |
Abbvie
(ABBV)
|
0.6 |
$793k |
|
5.9k |
134.73 |
Amazon
(AMZN)
|
0.6 |
$774k |
|
5.9k |
130.36 |
Abbott Laboratories
(ABT)
|
0.6 |
$749k |
|
6.9k |
109.02 |
Pepsi
(PEP)
|
0.6 |
$736k |
|
4.0k |
185.22 |
Starbucks Corporation
(SBUX)
|
0.5 |
$689k |
|
7.0k |
99.06 |
Alphabet Inc Capital Stock Cl C Cap Stk Cl C
(GOOG)
|
0.5 |
$685k |
|
5.7k |
120.97 |
iShares Core MSCI Total International Stock ETF Core Msci Total
(IXUS)
|
0.5 |
$661k |
|
11k |
62.62 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.5 |
$601k |
|
5.0k |
119.70 |
Merck & Co
(MRK)
|
0.4 |
$494k |
|
4.3k |
115.40 |
Vanguard Information Technology Index Fund ETF Shares Inf Tech Etf
(VGT)
|
0.3 |
$453k |
|
1.0k |
442.16 |
Meta Platforms Inc Cl A Cl A
(META)
|
0.3 |
$415k |
|
1.4k |
286.98 |
Berkshire Hathaway Inc Cl B CL B
(BRK.B)
|
0.3 |
$405k |
|
1.2k |
341.00 |
Johnson & Johnson
(JNJ)
|
0.3 |
$355k |
|
2.1k |
165.53 |
UnitedHealth
(UNH)
|
0.3 |
$352k |
|
733.00 |
480.64 |
Mastercard Cl A
(MA)
|
0.2 |
$323k |
|
822.00 |
393.30 |
iShares Core S&P Small-Cap ETF Core S&p Scp Etf
(IJR)
|
0.2 |
$321k |
|
3.2k |
99.65 |
Home Depot
(HD)
|
0.2 |
$319k |
|
1.0k |
310.64 |
Visa
(V)
|
0.2 |
$316k |
|
1.3k |
237.48 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$311k |
|
635.00 |
488.99 |
Bank of America Corporation
(BAC)
|
0.2 |
$310k |
|
11k |
28.69 |
Tesla Motors
(TSLA)
|
0.2 |
$310k |
|
1.2k |
261.77 |
iShares Core Total Usd Bond Market ETF Core Total Usd
(IUSB)
|
0.2 |
$309k |
|
6.8k |
45.47 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$309k |
|
658.00 |
468.98 |
Oracle Corporation
(ORCL)
|
0.2 |
$308k |
|
2.6k |
119.09 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$308k |
|
591.00 |
521.75 |
Technology Select Sector SPDR Fund Technology
(XLK)
|
0.2 |
$301k |
|
1.7k |
173.86 |
Cisco Systems
(CSCO)
|
0.2 |
$286k |
|
5.5k |
51.74 |
Applied Materials
(AMAT)
|
0.2 |
$273k |
|
1.9k |
144.54 |
Leidos Holdings
(LDOS)
|
0.2 |
$267k |
|
3.0k |
88.48 |
Texas Instruments Incorporated
(TXN)
|
0.2 |
$254k |
|
1.4k |
180.02 |
McDonald's Corporation
(MCD)
|
0.2 |
$244k |
|
817.00 |
298.41 |
Humana
(HUM)
|
0.2 |
$243k |
|
543.00 |
447.13 |
iShares Global 100 ETF Global 100 Etf
(IOO)
|
0.2 |
$242k |
|
3.2k |
76.06 |
Hershey Company
(HSY)
|
0.2 |
$236k |
|
946.00 |
249.68 |
Exelon Corporation
(EXC)
|
0.2 |
$233k |
|
5.7k |
40.74 |
Science App Int'l
(SAIC)
|
0.2 |
$229k |
|
2.0k |
112.48 |
Honeywell International
(HON)
|
0.2 |
$215k |
|
1.0k |
207.50 |
Chipotle Mexican Grill
(CMG)
|
0.2 |
$214k |
|
100.00 |
2139.00 |
Danaher Corporation
(DHR)
|
0.2 |
$212k |
|
885.00 |
240.00 |
Capital Group Dividend Value ETF Shs Creation Uni
(CGDV)
|
0.2 |
$205k |
|
7.6k |
27.04 |
Walt Disney Company
(DIS)
|
0.2 |
$204k |
|
2.3k |
89.29 |
General Electric Com New
(GE)
|
0.2 |
$203k |
|
1.8k |
109.85 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$201k |
|
2.0k |
97.96 |
Empire State Realty Trust Cl A
(ESRT)
|
0.1 |
$90k |
|
12k |
7.49 |