| 1 | Vanguard Total Stock Market ETF | 64,548 | 20.7M $ | |
| 2 | iShares Core Dividend Growth ETF | 172,722 | 12.1M $ | |
| 3 | Vanguard Total International S | 136,471 | 10.5M $ | |
| 4 | Vanguard Malvern Funds | 169,200 | 8.5M $ | |
| 5 | iShares MSCI International Quality Factor ETF | 148,750 | 6.9M $ | |
| 6 | iShares Trust | 62,728 | 6.3M $ | |
| 7 | Vanguard Real Estate ETF | 53,492 | 4.7M $ | |
| 8 | Vanguard FTSE All-World ex-US ETF | 44,976 | 3.4M $ | |
| 9 | T. Rowe Price Capital Appreciation Equity ETF | 56,774 | 2M $ | |
| 10 | Vanguard Scottsdale Funds | 29,776 | 1.6M $ | |
| 11 | Alpha Architect 1-3 Month Box | 13,442 | 1.6M $ | |
| 12 | Berkshire Hathaway Inc | 2,773 | 1.3M $ | |
| 13 | Apple Inc | 5,208 | 1.3M $ | |
| 14 | KraneShares CSI China Internet ETF | 46,150 | 1.3M $ | |
| 15 | Saba Capital Income & Opportunities Fund | 178,495 | 1.2M $ | |
| 16 | SPDR Gold MiniShares Trust | 11,947 | 1.1M $ | |
| 17 | Avantis International Small Cap Value ETF | 9,726 | 971.2K $ | |
| 18 | Vanguard Index Funds | 4,296 | 933.3K $ | |
| 19 | Schwab U.S. Large-Cap ETF | 32,400 | 830.7K $ | |
| 20 | Vanguard Tax-Exempt Bond Index ETF | 16,369 | 816.7K $ | |
| 21 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 3,369 | 724.5K $ | |
| 22 | Vanguard Index Funds | 3,460 | 637.6K $ | |
| 23 | Alphabet Inc | 2,100 | 602.4K $ | |
| 24 | Schwab Strategic Trust | 20,515 | 597.6K $ | |
| 25 | Vanguard FTSE Developed Markets ETF | 8,500 | 544.7K $ | |
| 26 | Starwood Property Trust Inc | 28,200 | 485.6K $ | |
| 27 | Vanguard Total Bond Market ETF | 5,232 | 385.3K $ | |
| 28 | Vanguard S&P 500 ETF | 524 | 313.1K $ | |
| 29 | State Street SPDR S&P 500 ETF Trust | 455 | 296.2K $ | |
| 30 | Thermo Fisher Scientific Inc | 525 | 258.1K $ | |
| 31 | Ishares Gold Trust Micro | 5,365 | 250.5K $ | |
| 32 | Enterprise Products Partners LP | 6,571 | 248.6K $ | |
| 33 | Vanguard Extended Market ETF | 1,200 | 247K $ | |
| 34 | Schwab US Broad Market ETF | 8,844 | 222K $ | |