| 1 | Vanguard S&P 500 ETF | 317 962 | 190 M $ | |
| 2 | Vanguard FTSE Developed Markets ETF | 1 208 409 | 77,4 M $ | |
| 3 | iShares Core S&P Mid-Cap ETF | 551 574 | 37,2 M $ | |
| 4 | Vanguard High Dividend Yield E | 247 921 | 36,7 M $ | |
| 5 | Vanguard Short-term Bond Etf | 449 426 | 35,2 M $ | |
| 6 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 160 821 | 34,6 M $ | |
| 7 | Vanguard Charlotte Funds | 627 219 | 30,1 M $ | |
| 8 | iShares Core S&P 500 ETF | 38 922 | 25,4 M $ | |
| 9 | Vanguard Bond Index Funds | 253 413 | 19,6 M $ | |
| 10 | Vanguard Scottsdale Funds | 325 461 | 19,1 M $ | |
| 11 | iShares Core S&P Small-Cap ETF | 150 869 | 18,8 M $ | |
| 12 | Vanguard International Equity Index Funds | 339 382 | 18,3 M $ | |
| 13 | Vanguard Whitehall Funds | 158 584 | 14,9 M $ | |
| 14 | Vanguard International Dividend Appreciation ETF | 136 531 | 12,1 M $ | |
| 15 | Broadcom Inc | 24 889 | 7,7 M $ | |
| 16 | Vanguard Total Stock Market ETF | 21 885 | 7 M $ | |
| 17 | Vanguard Large-Cap ETF | 23 192 | 6,9 M $ | |
| 18 | Vanguard Total Bond Market ETF | 73 363 | 5,4 M $ | |
| 19 | Apple Inc | 17 203 | 4,4 M $ | |
| 20 | Vanguard Real Estate ETF | 48 158 | 4,3 M $ | |
| 21 | Vanguard Scottsdale Funds | 54 864 | 3,3 M $ | |
| 22 | Microsoft Corp | 8 479 | 3,1 M $ | |
| 23 | Vanguard Total International S | 30 745 | 2,4 M $ | |
| 24 | Eli Lilly & Co | 2 324 | 2,1 M $ | |
| 25 | AbbVie Inc | 9 469 | 2,1 M $ | |
| 26 | Alphabet Inc | 6 638 | 1,9 M $ | |
| 27 | Schwab U.S. Large-Cap ETF | 63 828 | 1,6 M $ | |
| 28 | Berkshire Hathaway Inc | 2 | 1,4 M $ | |
| 29 | Amgen Inc | 3 582 | 1,3 M $ | |
| 30 | iShares Short-Term National Muni Bond ETF | 11 487 | 1,2 M $ | |
| 31 | iShares Silver Trust | 17 677 | 1,2 M $ | |
| 32 | iShares Core S&P Total U.S. Stock Market ETF | 8 408 | 1,2 M $ | |
| 33 | iShares Core Dividend Growth ETF | 17 029 | 1,2 M $ | |
| 34 | NIKE Inc | 22 393 | 1,2 M $ | |
| 35 | Amazon.com Inc | 5 523 | 1,2 M $ | |
| 36 | iShares Core MSCI International Developed Markets ETF | 12 989 | 1,1 M $ | |
| 37 | Vanguard Tax-Exempt Bond Index ETF | 20 780 | 1 M $ | |
| 38 | iShares Core MSCI Emerging Markets ETF | 13 750 | 959,1 k $ | |
| 39 | InterDigital Inc | 3 000 | 906 k $ | |
| 40 | Berkshire Hathaway Inc | 1 854 | 888,4 k $ | |
| 41 | Vanguard Small-Cap ETF | 3 338 | 874,3 k $ | |
| 42 | iShares Core MSCI EAFE ETF | 9 392 | 850,3 k $ | |
| 43 | H&R Block Inc | 26 443 | 839,3 k $ | |
| 44 | iShares Core High Dividend ETF | 6 073 | 824,3 k $ | |
| 45 | NVIDIA Corp | 4 619 | 805,6 k $ | |
| 46 | Johnson & Johnson | 3 195 | 781 k $ | |
| 47 | Home Depot Inc/The | 2 288 | 752,7 k $ | |
| 48 | SPDR Gold Shares | 1 748 | 752,1 k $ | |
| 49 | Global X Funds | 9 607 | 750,8 k $ | |
| 50 | Vanguard Mid-Cap ETF | 2 502 | 718,5 k $ | |
| 51 | Intel Corp | 14 525 | 641 k $ | |
| 52 | McDonald's Corp. | 1 969 | 612 k $ | |
| 53 | Alphabet Inc | 2 107 | 604,6 k $ | |
| 54 | Novo Nordisk A/S | 16 402 | 602,8 k $ | |
| 55 | Schwab U.S. REIT ETF | 23 814 | 511,8 k $ | |
| 56 | QUALCOMM Inc | 3 778 | 486,5 k $ | |
| 57 | Caterpillar Inc | 674 | 477,8 k $ | |
| 58 | Philip Morris International Inc. | 2 587 | 427,7 k $ | |
| 59 | Micron Technology Inc | 1 239 | 418,7 k $ | |
| 60 | Merck & Co Inc | 3 278 | 394,3 k $ | |
| 61 | Cisco Systems, Inc. | 5 032 | 390,4 k $ | |
| 62 | Texas Instruments Inc | 1 937 | 376,1 k $ | |
| 63 | JPMorgan Chase & Co | 1 274 | 374,8 k $ | |
| 64 | International Business Machines Corp. | 1 531 | 371,1 k $ | |
| 65 | Paychex Inc | 3 951 | 364 k $ | |
| 66 | Toast Inc | 13 396 | 355,1 k $ | |
| 67 | Abbott Laboratories | 3 246 | 333,3 k $ | |
| 68 | iShares U.S. Technology ETF | 1 834 | 332,7 k $ | |
| 69 | Thermo Fisher Scientific Inc | 662 | 325,4 k $ | |
| 70 | Schwab International Equity ETF | 12 484 | 309 k $ | |
| 71 | Invesco QQQ Trust Series 1 | 531 | 306,5 k $ | |
| 72 | Exxon Mobil Corp | 1 659 | 281,5 k $ | |
| 73 | Tesla Inc | 712 | 264,7 k $ | |
| 74 | Oracle Corp | 1 736 | 255,4 k $ | |
| 75 | Meta Platforms Inc | 444 | 253,9 k $ | |
| 76 | RTX Corp | 1 304 | 251,6 k $ | |
| 77 | HP Inc | 13 092 | 251,5 k $ | |
| 78 | iShares Trust | 2 149 | 243,1 k $ | |
| 79 | Starbucks Corp | 2 644 | 236,9 k $ | |
| 80 | Capital One Financial Corp | 1 231 | 224,6 k $ | |
| 81 | Waste Management Inc | 957 | 219,9 k $ | |
| 82 | Infosys Ltd | 16 192 | 218,8 k $ | |
| 83 | Gilead Sciences Inc | 1 484 | 206,8 k $ | |
| 84 | iShares ESG Aware U.S. Aggregate Bond ETF | 4 261 | 202,6 k $ | |
| 85 | iShares Trust | 957 | 202,1 k $ | |
| 86 | Schwab US TIPS ETF | 1 961 | 52,2 k $ | |