Goldman Sachs Etf Tr Activebeta Us Lg
(GSLC)
|
11.2 |
$15M |
|
142k |
103.79 |
Ishares Tr Core S&p Us Gwt
(IUSG)
|
8.8 |
$12M |
|
100k |
117.21 |
NVIDIA Corporation
(NVDA)
|
6.6 |
$8.7M |
|
9.6k |
903.58 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
4.9 |
$6.4M |
|
27k |
235.79 |
Ishares Tr Core S&p500 Etf
(IVV)
|
4.3 |
$5.7M |
|
11k |
525.72 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
3.4 |
$4.4M |
|
89k |
50.17 |
Apple
(AAPL)
|
3.3 |
$4.4M |
|
25k |
171.48 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
3.1 |
$4.1M |
|
9.7k |
420.52 |
Ishares Tr Morningstar Valu
(ILCV)
|
2.9 |
$3.9M |
|
50k |
76.86 |
Goldman Sachs Etf Tr Acces Treasury
(GBIL)
|
2.9 |
$3.8M |
|
38k |
100.89 |
Vanguard Index Fds Growth Etf
(VUG)
|
2.8 |
$3.7M |
|
11k |
344.21 |
Vanguard Index Fds Value Etf
(VTV)
|
2.7 |
$3.6M |
|
22k |
162.86 |
Microsoft Corporation
(MSFT)
|
2.5 |
$3.3M |
|
7.8k |
420.70 |
Ishares Tr MRGSTR SM CP GR
(ISCG)
|
2.5 |
$3.3M |
|
70k |
46.57 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
2.3 |
$3.0M |
|
48k |
63.33 |
Costco Wholesale Corporation
(COST)
|
2.0 |
$2.7M |
|
3.6k |
732.68 |
Amazon
(AMZN)
|
2.0 |
$2.6M |
|
15k |
180.38 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
1.9 |
$2.5M |
|
5.5k |
444.04 |
Ishares Tr Aggres Alloc Etf
(AOA)
|
1.7 |
$2.2M |
|
2.2M |
1.01 |
Ishares Jp Mrg Em Crp Bd
(CEMB)
|
1.6 |
$2.1M |
|
47k |
44.48 |
Alphabet Cap Stk Cl C
(GOOG)
|
1.4 |
$1.8M |
|
12k |
152.26 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.3 |
$1.8M |
|
3.4k |
523.14 |
JPMorgan Chase & Co.
(JPM)
|
1.3 |
$1.7M |
|
8.3k |
200.30 |
Meta Platforms Cl A
(META)
|
1.1 |
$1.5M |
|
3.1k |
485.56 |
salesforce
(CRM)
|
1.0 |
$1.3M |
|
4.3k |
301.18 |
Eli Lilly & Co.
(LLY)
|
1.0 |
$1.3M |
|
1.6k |
778.13 |
Johnson & Johnson
(JNJ)
|
0.9 |
$1.2M |
|
7.3k |
158.20 |
Ishares Tr Ishares Semicdtr
(SOXX)
|
0.9 |
$1.1M |
|
5.1k |
225.92 |
Palo Alto Networks
(PANW)
|
0.7 |
$957k |
|
3.4k |
284.13 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.7 |
$929k |
|
13k |
74.22 |
Oneok
(OKE)
|
0.7 |
$892k |
|
11k |
80.17 |
Cigna Corp
(CI)
|
0.6 |
$832k |
|
2.3k |
363.15 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.6 |
$832k |
|
3.2k |
260.71 |
Abbvie
(ABBV)
|
0.6 |
$819k |
|
4.5k |
182.10 |
Visa Com Cl A
(V)
|
0.6 |
$776k |
|
2.8k |
279.09 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.6 |
$757k |
|
3.3k |
228.56 |
Marsh & McLennan Companies
(MMC)
|
0.6 |
$742k |
|
3.6k |
205.98 |
Philip Morris International
(PM)
|
0.5 |
$682k |
|
7.4k |
91.62 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.5 |
$672k |
|
7.2k |
92.72 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.5 |
$671k |
|
16k |
41.77 |
Chevron Corporation
(CVX)
|
0.5 |
$665k |
|
4.2k |
157.75 |
Blackstone Group Inc Com Cl A
(BX)
|
0.5 |
$656k |
|
5.0k |
131.36 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.5 |
$655k |
|
8.6k |
75.98 |
Exxon Mobil Corporation
(XOM)
|
0.5 |
$639k |
|
5.5k |
116.24 |
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty
(IDHQ)
|
0.4 |
$593k |
|
19k |
30.67 |
Intuit
(INTU)
|
0.4 |
$517k |
|
796.00 |
649.71 |
Mastercard Incorporated Cl A
(MA)
|
0.4 |
$517k |
|
1.1k |
481.49 |
Altria
(MO)
|
0.4 |
$488k |
|
11k |
43.62 |
Public Service Enterprise
(PEG)
|
0.4 |
$483k |
|
7.2k |
66.78 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.4 |
$480k |
|
6.3k |
76.67 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$456k |
|
6.3k |
72.63 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$425k |
|
2.2k |
191.89 |
Home Depot
(HD)
|
0.3 |
$419k |
|
1.1k |
383.63 |
Iron Mountain
(IRM)
|
0.3 |
$403k |
|
5.0k |
80.21 |
Verizon Communications
(VZ)
|
0.3 |
$393k |
|
9.4k |
41.96 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$355k |
|
2.4k |
150.93 |
Enbridge
(ENB)
|
0.2 |
$328k |
|
9.1k |
36.18 |
Williams Companies
(WMB)
|
0.2 |
$315k |
|
8.1k |
38.97 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$298k |
|
4.8k |
62.06 |
Advanced Micro Devices
(AMD)
|
0.2 |
$298k |
|
1.7k |
180.49 |
McDonald's Corporation
(MCD)
|
0.2 |
$293k |
|
1.0k |
281.99 |
Grayscale Bitcoin Tr Btc Shs Rep Com Ut
(GBTC)
|
0.2 |
$287k |
|
4.5k |
63.17 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$283k |
|
2.6k |
107.61 |
Vanguard World Health Car Etf
(VHT)
|
0.2 |
$282k |
|
1.0k |
270.48 |
UnitedHealth
(UNH)
|
0.2 |
$274k |
|
553.00 |
494.88 |
Bank of America Corporation
(BAC)
|
0.2 |
$270k |
|
7.1k |
37.92 |
Duke Energy Corp Com New
(DUK)
|
0.2 |
$260k |
|
2.7k |
96.72 |
Boeing Company
(BA)
|
0.2 |
$246k |
|
1.3k |
192.99 |
AllianceBernstein Global Hgh Incm
(AWF)
|
0.2 |
$246k |
|
23k |
10.62 |
Pfizer
(PFE)
|
0.2 |
$239k |
|
8.6k |
27.75 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.2 |
$237k |
|
6.5k |
36.19 |
Merck & Co
(MRK)
|
0.2 |
$234k |
|
1.8k |
131.96 |
American Express Company
(AXP)
|
0.2 |
$231k |
|
1.0k |
227.78 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.2 |
$229k |
|
4.7k |
49.19 |
Broadcom
(AVGO)
|
0.2 |
$227k |
|
171.00 |
1325.83 |
Lowe's Companies
(LOW)
|
0.2 |
$226k |
|
887.00 |
254.73 |
Eaton V.Tax-Advantaged Dividend Inc Fund
(EVT)
|
0.2 |
$219k |
|
9.3k |
23.60 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$204k |
|
4.0k |
50.60 |
Lakeland Ban
(LBAI)
|
0.1 |
$166k |
|
14k |
12.10 |