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| Holdings Found : 100 | View All Holdings | Currently Viewing: ALL | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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MUB | iShares S&P National Munici... | - | $106.12 | $53,422,000 | 492,778 | % | 5,294,000 | 23,415 | 0 | N/A | |
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VTEB | Vanguard Tax Exempt Bond Etf | - | $49.79 | $53,123,000 | 1,040,599 | % | 5,529,000 | 51,111 | 0 | N/A | |
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AAPL | Apple Inc | - | $169.30 | $45,816,000 | 237,968 | % | 5,620,000 | 3,191 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $406.32 | $37,606,000 | 100,006 | % | 6,861,000 | 2,636 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $48.88 | $36,375,000 | 759,403 | % | 4,358,000 | 27,077 | 0.034 | Closed - End Fund - F... | |
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IEFA | Ishares Core Msci Eafe | - | $0.00 | $35,230,000 | 500,775 | % | 5,567,000 | 39,815 | 0 | N/A | |
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IEMG | Ishares Core Msci Emerging ... | - | $51.80 | $31,819,000 | 629,079 | % | 1,288,000 | -12,470 | 0 | N/A | |
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GWL | St Spdr S&P Wld Xus | - | $34.97 | $24,475,000 | 719,628 | % | 4,864,000 | 87,205 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $877.35 | $15,974,000 | 32,257 | % | 2,197,000 | 586 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $179.62 | $15,213,000 | 100,125 | % | 3,294,000 | 6,365 | 0 | N/A | |
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BIV | Vanguard Intermediate-Term ... | - | $73.34 | $12,392,000 | 162,235 | % | 961,000 | 4,152 | 0 | N/A | |
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BND | Vanguard Total Bond Market ETF | - | $70.73 | $12,385,000 | 168,385 | % | 364,000 | -3,879 | 0 | N/A | |
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VWO | Vanguard Emerging Markets S... | - | $42.32 | $10,030,000 | 244,047 | % | 1,595,000 | 28,921 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $173.69 | $9,768,000 | 69,309 | % | 593,000 | -276 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $443.29 | $9,392,000 | 26,534 | % | 1,645,000 | 730 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $171.95 | $9,108,000 | 65,205 | % | 1,019,000 | 3,391 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $193.49 | $8,126,000 | 47,769 | % | 1,272,000 | 504 | 0 | N/A | |
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VCIT | Vanguard Intermediate-Term | - | $78.41 | $7,705,000 | 94,799 | % | 608,000 | 1,388 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $402.10 | $7,505,000 | 21,043 | % | 518,000 | 1,096 | 0 | N/A | |
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VYMI | Vanguard International High... | - | $0.00 | $6,981,000 | 104,987 | % | 698,000 | 3,468 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,344.07 | $6,777,000 | 6,071 | % | 1,783,000 | 58 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $168.29 | $6,767,000 | 27,232 | % | 246,000 | 1,170 | 0 | N/A | |
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LLY | Eli Lilly & Co | - | $733.51 | $6,151,000 | 10,552 | % | 445,000 | -72 | 0 | N/A | |
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IDV | iShares Dow Jones EPAC Sele... | - | $0.00 | $5,841,000 | 208,684 | % | 773,000 | 9,139 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $117.96 | $5,800,000 | 58,015 | % | -948,000 | 626 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $495.35 | $5,791,000 | 10,999 | % | 525,000 | 555 | 0 | N/A | |
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HD | Home Depot Inc | - | $335.09 | $5,393,000 | 15,563 | % | 593,000 | -323 | 0 | N/A | |
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MA | MasterCard Inc A | - | $462.42 | $4,805,000 | 11,267 | % | 339,000 | -13 | 0 | N/A | |
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V | Visa Inc | - | $274.52 | $4,525,000 | 17,379 | % | 666,000 | 603 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $146.14 | $4,521,000 | 28,841 | % | -617,000 | -4,149 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $159.62 | $4,431,000 | 28,590 | % | 251,000 | 546 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $161.29 | $4,284,000 | 29,233 | % | -36,000 | -387 | 0 | N/A | |
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MCD | McDonalds Corp | - | $273.09 | $3,888,000 | 13,113 | % | 235,000 | -752 | 0 | N/A | |
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PEP | Pepsico Inc | - | $175.58 | $3,743,000 | 22,040 | % | -72,000 | -476 | 0 | N/A | |
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CVX | Chevron Corp | - | $165.89 | $3,737,000 | 25,055 | % | -480,000 | 48 | 0 | N/A | |
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ADBE | Adobe Systems Inc | - | $477.56 | $3,725,000 | 6,243 | % | 690,000 | 290 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $3,670,000 | 33,663 | % | 48,000 | -1,515 | 0.001 | Drug Manufacturers - ... | |
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COST | Costco Wholesale Corp | - | $729.18 | $3,634,000 | 5,506 | % | 608,000 | 149 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $38.57 | $3,307,000 | 75,409 | % | -23,000 | 318 | 0 | N/A | |
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NFLX | Netflix Inc | - | $561.23 | $3,170,000 | 6,511 | % | 829,000 | 312 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $216.56 | $3,103,000 | 14,546 | % | 660,000 | 1,623 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $47.86 | $3,076,000 | 60,881 | % | -166,000 | 575 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $105.65 | $2,963,000 | 27,373 | % | 482,000 | 1,073 | 0 | N/A | |
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AMD | Advanced Micro Devices Inc | - | $157.40 | $2,934,000 | 19,900 | % | 981,000 | 906 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.16 | $2,918,000 | 18,507 | % | 35,000 | 481 | 0 | N/A | |
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LQD | iShares Trust Goldman Sachs | - | $105.13 | $2,902,000 | 26,225 | % | 222,000 | -40 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $274.29 | $2,900,000 | 11,022 | % | 709,000 | 219 | 0 | N/A | |
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JEPI | Jpmorgan Equity Premium Inc... | - | $0.00 | $2,870,000 | 52,192 | % | 192,000 | 2,191 | 0 | N/A | |
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ACN | Accenture Plc | - | $308.01 | $2,796,000 | 7,969 | % | 451,000 | 334 | 0 | N/A | |
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KO | Coca-Cola Co | - | $61.74 | $2,770,000 | 46,997 | % | 53,000 | -1,529 | 0 | N/A | |
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AMGN | Amgen Inc | - | $269.98 | $2,737,000 | 9,503 | % | 306,000 | 459 | 0 | N/A | |
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INTU | Intuit Inc | - | $636.55 | $2,676,000 | 4,282 | % | 469,000 | -38 | 0 | N/A | |
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TMO | Thermo Fisher Scientific | - | $573.60 | $2,664,000 | 5,019 | % | 3,000 | -238 | 0 | N/A | |
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ORCL | Oracle Corp | - | $117.21 | $2,656,000 | 25,196 | % | -11,000 | 17 | 0 | N/A | |
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SCHA | Schwab Strategic Trust | - | $46.59 | $2,650,000 | 56,092 | % | 283,000 | -1,049 | 0 | N/A | |
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CAT | Caterpillar Inc | - | $343.38 | $2,537,000 | 8,579 | % | 128,000 | -246 | 0 | N/A | |
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BAC | Bank of America Corp | - | $37.83 | $2,533,000 | 75,229 | % | 566,000 | 3,392 | 0 | N/A | |
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LIN | Linde Plc | - | $443.18 | $2,470,000 | 6,014 | % | 292,000 | 164 | 0 | N/A | |
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SBUX | Starbucks Corp | - | $88.25 | $2,385,000 | 24,836 | % | 133,000 | 164 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $107.53 | $2,383,000 | 21,650 | % | 275,000 | -113 | 0 | N/A | |
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INTC | Intel Corp | - | $31.88 | $2,383,000 | 47,429 | % | 860,000 | 4,575 | 0 | N/A | |
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ADP | Automatic Data Processing Inc | - | $243.07 | $2,308,000 | 9,908 | % | 617,000 | 2,878 | 0 | N/A | |
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ETN | Eaton Corp | - | $324.30 | $2,284,000 | 9,484 | % | 294,000 | 153 | 0 | N/A | |
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DHR | Danaher Corp | - | $246.58 | $2,243,000 | 9,695 | % | -28,000 | 542 | 0 | N/A | |
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NOW | Servicenow, Inc. | - | $723.55 | $2,235,000 | 3,163 | % | 548,000 | 145 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $229.87 | $2,230,000 | 10,021 | % | -61,000 | -1,003 | 0 | N/A | |
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COP | ConocoPhillips | - | $130.24 | $2,195,000 | 18,907 | % | -17,000 | 441 | 0 | N/A | |
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WFC | Wells Fargo & Co | - | $59.91 | $2,141,000 | 43,491 | % | 444,000 | 1,948 | 0 | N/A | |
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GS | Goldman Sachs Group Inc | - | $427.57 | $2,139,000 | 5,545 | % | 359,000 | 43 | 0 | N/A | |
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AMAT | Applied Materials Inc | - | $203.38 | $2,074,000 | 12,797 | % | 339,000 | 268 | 0 | N/A | |
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ADI | Analog Devices Inc | - | $201.97 | $2,050,000 | 10,326 | % | 176,000 | -376 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $165.66 | $2,017,000 | 13,944 | % | 584,000 | 1,038 | 0 | N/A | |
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UNP | Union Pacific Corp | - | $242.79 | $2,017,000 | 8,210 | % | 472,000 | 621 | 0 | N/A | |
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BA | Boeing Co | - | $167.22 | $1,953,000 | 7,494 | % | 489,000 | -142 | 0 | N/A | |
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GE | General Electric Co | - | $162.35 | $1,909,000 | 14,957 | % | 280,000 | 220 | 0 | N/A | |
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TJX | TJX Companies Inc | - | $96.36 | $1,887,000 | 20,113 | % | 151,000 | 582 | 0 | N/A | |
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HON | Honeywell International Inc | - | $193.45 | $1,852,000 | 8,831 | % | 133,000 | -477 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $461.29 | $1,823,000 | 4,022 | % | 202,000 | 58 | 0 | N/A | |
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LRCX | Lam Research Corp | - | $925.37 | $1,796,000 | 2,293 | % | 386,000 | 43 | 0 | N/A | |
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NKE | Nike Inc B | - | $94.12 | $1,788,000 | 16,465 | % | 220,000 | 66 | 0 | N/A | |
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BLK | BlackRock Inc A | - | $762.88 | $1,757,000 | 2,165 | % | 362,000 | 7 | 0 | N/A | |
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ISRG | Intuitive Surgical Inc | - | $372.63 | $1,750,000 | 5,187 | % | 358,000 | 426 | 0.001 | Medical Appliances & ... | |
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TXN | Texas Instruments Inc | - | $177.48 | $1,734,000 | 10,174 | % | -84,000 | -1,257 | 0 | N/A | |
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VUG | Vanguard Growth VIPERS | - | $335.18 | $1,732,000 | 5,570 | % | 341,000 | 463 | 0 | N/A | |
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CTAS | Cintas Corp | - | $666.23 | $1,707,000 | 2,833 | % | 377,000 | 67 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $39.68 | $1,701,000 | 45,118 | % | 283,000 | 1,361 | 0 | N/A | |
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IBM | International Business Mach... | - | $167.13 | $1,692,000 | 10,345 | % | 363,000 | 873 | 0 | N/A | |
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GILD | Gilead Sciences Inc | - | $65.42 | $1,686,000 | 20,808 | % | 170,000 | 585 | 0 | N/A | |
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SPGI | S&P Global Inc | - | $415.78 | $1,678,000 | 3,809 | % | 290,000 | 11 | 0 | N/A | |
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MS | Morgan Stanley | - | $92.83 | $1,678,000 | 17,992 | % | -44,000 | -3,091 | 0 | N/A | |
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AXP | American Express Co | - | $235.64 | $1,674,000 | 8,937 | % | 326,000 | -96 | 0 | N/A | |
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PLD | ProLogis Inc | - | $104.06 | $1,645,000 | 12,338 | % | 93,000 | -1,496 | 0 | N/A | |
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SYK | Stryker Corp | - | $335.61 | $1,564,000 | 5,222 | % | 149,000 | 45 | 0 | N/A | |
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MDLZ | Mondelez International Inc | - | $70.61 | $1,560,000 | 21,540 | % | 24,000 | -593 | 0 | N/A | |
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SNPS | Synopsys Inc | - | $543.66 | $1,548,000 | 3,007 | % | 221,000 | 115 | 0 | N/A | |
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MPC | Marathon Petroleum Corp | - | $198.39 | $1,511,000 | 10,185 | % | -29,000 | 12 | 0 | N/A | |
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VRTX | Vertex Pharmaceuticals Inc | - | $397.48 | $1,495,000 | 3,673 | % | 269,000 | 146 | 0 | N/A | |
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SLB | Schlumberger Ltd | - | $49.20 | $1,494,000 | 28,712 | % | -134,000 | 791 | 0 | N/A | |
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BKNG | Booking Holdings Inc | - | $3,521.08 | $1,493,000 | 421 | % | 250,000 | 18 | 0 | N/A | |
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ZTS | Zoetis Inc. | - | $158.42 | $1,493,000 | 7,562 | % | 111,000 | -383 | 0 | N/A |
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