Ishares Tr Core S&p Ttl Stk
(ITOT)
|
16.4 |
$94M |
|
818k |
115.30 |
|
Capital Grp Fixed Incm Etf T Core Plus Incm
(CGCP)
|
13.0 |
$75M |
+13%
|
3.3M |
22.46 |
|
Capital Group Dividend Value Shs Creation Uni
(CGDV)
|
9.8 |
$56M |
+28%
|
1.7M |
32.50 |
|
Capital Group Gbl Growth Eqt Shs Creation Uni
(CGGO)
|
6.2 |
$36M |
-16%
|
1.2M |
28.80 |
|
Ishares Tr Us Treas Bd Etf
(GOVT)
|
4.3 |
$25M |
+6%
|
1.1M |
22.77 |
|
Capital Group Growth Etf Shs Creation Uni
(CGGR)
|
4.0 |
$23M |
+2095%
|
714k |
31.99 |
|
Schwab Strategic Tr Schwb Fdt Int Lg
(FNDF)
|
3.4 |
$20M |
+3%
|
555k |
35.61 |
|
Ssga Active Etf Tr Spdr Tr Tactic
(TOTL)
|
3.3 |
$19M |
-5%
|
476k |
40.05 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
3.3 |
$19M |
|
375k |
50.17 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
3.2 |
$19M |
-25%
|
239k |
77.31 |
|
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
3.0 |
$17M |
+23%
|
163k |
105.03 |
|
Invesco Actively Managed Etf Ultra Shrt Dur
(GSY)
|
3.0 |
$17M |
+10%
|
343k |
49.89 |
|
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
2.8 |
$16M |
-32%
|
41k |
397.76 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
2.4 |
$14M |
+2350%
|
55k |
249.86 |
|
Schwab Strategic Tr Schwab Fdt Us Sc
(FNDA)
|
1.6 |
$9.5M |
+6%
|
166k |
57.03 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
1.4 |
$8.0M |
-5%
|
48k |
169.37 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.3 |
$7.4M |
|
178k |
41.77 |
|
Apple
(AAPL)
|
1.3 |
$7.3M |
|
43k |
171.48 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
1.3 |
$7.2M |
|
32k |
228.59 |
|
Schwab Strategic Tr Schwb Fdt Emk Lg
(FNDE)
|
1.2 |
$7.2M |
+10%
|
259k |
27.76 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.8 |
$4.4M |
+3%
|
10k |
420.52 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.8 |
$4.4M |
-21%
|
42k |
104.73 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.7 |
$4.0M |
+8%
|
37k |
107.60 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.6 |
$3.4M |
|
19k |
182.61 |
|
Microsoft Corporation
(MSFT)
|
0.5 |
$2.7M |
|
6.5k |
420.74 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.4 |
$2.5M |
+3%
|
9.7k |
259.89 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.4 |
$2.4M |
-2%
|
62k |
39.02 |
|
Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
0.4 |
$2.3M |
-11%
|
34k |
67.39 |
|
Intel Corporation
(INTC)
|
0.4 |
$2.2M |
|
51k |
44.17 |
|
Vanguard Whitehall Fds Intl Dvd Etf
(VIGI)
|
0.4 |
$2.2M |
-5%
|
27k |
81.53 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.4 |
$2.1M |
-6%
|
82k |
25.25 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.3 |
$1.9M |
+7%
|
20k |
93.19 |
|
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.3 |
$1.7M |
-8%
|
10k |
164.35 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.3 |
$1.7M |
-27%
|
9.4k |
179.11 |
|
Ishares Tr Esg Adv Ttl Usd
(EUSB)
|
0.3 |
$1.6M |
+15%
|
36k |
42.83 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.3 |
$1.5M |
+21%
|
30k |
50.60 |
|
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
0.2 |
$1.3M |
-8%
|
30k |
42.55 |
|
Meta Platforms Cl A
(META)
|
0.2 |
$1.2M |
-28%
|
2.5k |
485.58 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.2 |
$1.2M |
-2%
|
5.8k |
205.72 |
|
Ishares Tr Calif Mun Bd Etf
(CMF)
|
0.2 |
$1.2M |
|
21k |
57.54 |
|
Capital Grp Fixed Incm Etf T Municipal Income
(CGMU)
|
0.2 |
$1.1M |
+2%
|
40k |
27.01 |
|
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
0.2 |
$1.0M |
+2%
|
27k |
38.86 |
|
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.2 |
$1.0M |
-91%
|
18k |
57.86 |
|
Ishares Tr Ibonds Dec2026
(IBDR)
|
0.2 |
$1.0M |
+298%
|
43k |
23.85 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$952k |
|
6.0k |
158.20 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$926k |
+363%
|
15k |
60.74 |
|
Capital Group Core Balanced SHS
(CGBL)
|
0.2 |
$909k |
+216%
|
31k |
29.11 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$864k |
|
1.6k |
525.75 |
|
Vanguard World Health Car Etf
(VHT)
|
0.1 |
$813k |
-89%
|
3.0k |
270.51 |
|
NVIDIA Corporation
(NVDA)
|
0.1 |
$805k |
+91%
|
891.00 |
903.56 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$794k |
-4%
|
7.2k |
110.52 |
|
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.1 |
$764k |
-24%
|
15k |
50.74 |
|
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.1 |
$734k |
|
26k |
28.23 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$722k |
+181%
|
6.2k |
116.23 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$683k |
-2%
|
5.6k |
120.99 |
|
Chevron Corporation
(CVX)
|
0.1 |
$630k |
+72%
|
4.0k |
157.74 |
|
Merck & Co
(MRK)
|
0.1 |
$616k |
-4%
|
4.7k |
131.95 |
|
Ishares Tr Esg Awre 1 5 Yr
(SUSB)
|
0.1 |
$608k |
-32%
|
25k |
24.48 |
|
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.1 |
$603k |
|
11k |
57.47 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$588k |
-2%
|
3.6k |
162.25 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.1 |
$541k |
|
9.2k |
58.55 |
|
Tesla Motors
(TSLA)
|
0.1 |
$523k |
|
3.0k |
175.79 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.1 |
$488k |
-42%
|
10k |
47.89 |
|
Kroger
(KR)
|
0.1 |
$485k |
|
8.5k |
57.13 |
|
Intuit
(INTU)
|
0.1 |
$471k |
|
725.00 |
650.00 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$470k |
|
3.1k |
152.26 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$467k |
|
1.7k |
281.95 |
|
Marriott Intl Cl A
(MAR)
|
0.1 |
$467k |
|
1.9k |
252.31 |
|
Capital Group International SHS
(CGIE)
|
0.1 |
$462k |
NEW
|
16k |
29.01 |
|
Home Depot
(HD)
|
0.1 |
$453k |
|
1.2k |
383.60 |
|
Amazon
(AMZN)
|
0.1 |
$446k |
-15%
|
2.5k |
180.38 |
|
Oracle Corporation
(ORCL)
|
0.1 |
$427k |
|
3.4k |
125.61 |
|
Waste Management
(WM)
|
0.1 |
$426k |
|
2.0k |
213.15 |
|
Coca-Cola Company
(KO)
|
0.1 |
$389k |
|
6.4k |
61.18 |
|
Ishares Tr Esg Eafe Etf
(DMXF)
|
0.1 |
$375k |
-6%
|
5.5k |
68.13 |
|
Kla Corp Com New
(KLAC)
|
0.1 |
$374k |
|
535.00 |
698.57 |
|
Taylor Devices
(TAYD)
|
0.1 |
$373k |
NEW
|
7.5k |
49.77 |
|
Nike CL B
(NKE)
|
0.1 |
$368k |
-32%
|
3.9k |
93.98 |
|
Ishares Tr Esg Aware Msci
(ESML)
|
0.1 |
$365k |
|
9.1k |
40.27 |
|
Vanguard Admiral Fds Smllcp 600 Idx
(VIOO)
|
0.1 |
$355k |
+2%
|
3.5k |
101.50 |
|
Costco Wholesale Corporation
(COST)
|
0.1 |
$352k |
-6%
|
481.00 |
731.88 |
|
Starbucks Corporation
(SBUX)
|
0.1 |
$352k |
|
3.9k |
91.39 |
|
Ishares Tr Ibonds 27 Etf
(IBDS)
|
0.1 |
$347k |
+34%
|
15k |
23.80 |
|
Ishares Tr Ibonds 24 Trm Hg
(IBHD)
|
0.1 |
$346k |
|
15k |
23.31 |
|
Etf Ser Solutions Defiance Next
(FIVG)
|
0.1 |
$345k |
|
8.8k |
39.08 |
|
Pfizer
(PFE)
|
0.1 |
$337k |
|
12k |
27.75 |
|
Spdr Ser Tr Portfoli S&p1500
(SPTM)
|
0.1 |
$326k |
NEW
|
5.1k |
64.15 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$323k |
|
4.0k |
80.62 |
|
Honeywell International
(HON)
|
0.1 |
$314k |
-3%
|
1.5k |
205.25 |
|
Weyerhaeuser Co Mtn Be Com New
(WY)
|
0.1 |
$310k |
-18%
|
8.6k |
35.91 |
|
Ishares Tr Ibonds Dec 25
(IBMN)
|
0.1 |
$294k |
|
11k |
26.46 |
|
Ishares Tr Ibonds Dec25 Etf
(IBDQ)
|
0.1 |
$291k |
+13%
|
12k |
24.81 |
|
Ishares Tr Ibonds Dec 29
(IBDU)
|
0.0 |
$286k |
NEW
|
13k |
22.82 |
|
Ishares Tr Ibonds Dec 2030
(IBDV)
|
0.0 |
$284k |
+42%
|
13k |
21.40 |
|
Ishares Tr Ibonds Dec24 Etf
(IBDP)
|
0.0 |
$259k |
-55%
|
10k |
25.05 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.0 |
$246k |
|
1.6k |
150.93 |
|
Realty Income
(O)
|
0.0 |
$244k |
-2%
|
4.5k |
54.11 |
|
Norfolk Southern
(NSC)
|
0.0 |
$239k |
|
938.00 |
254.87 |
|
International Business Machines
(IBM)
|
0.0 |
$234k |
|
1.2k |
190.96 |
|
Ecolab
(ECL)
|
0.0 |
$231k |
NEW
|
1.0k |
230.90 |
|
Portland Gen Elec Com New
(POR)
|
0.0 |
$228k |
|
5.4k |
42.00 |
|
General Electric Com New
(GE)
|
0.0 |
$226k |
NEW
|
1.3k |
175.53 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.0 |
$223k |
|
4.5k |
49.19 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.0 |
$215k |
NEW
|
410.00 |
523.25 |
|
Williams Companies
(WMB)
|
0.0 |
$214k |
NEW
|
5.5k |
38.97 |
|
Hp
(HPQ)
|
0.0 |
$213k |
|
7.0k |
30.22 |
|
salesforce
(CRM)
|
0.0 |
$209k |
NEW
|
694.00 |
301.18 |
|
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
0.0 |
$205k |
-3%
|
15k |
13.98 |
|
Walt Disney Company
(DIS)
|
0.0 |
$203k |
NEW
|
1.7k |
122.39 |
|
Amgen
(AMGN)
|
0.0 |
$202k |
-7%
|
709.00 |
284.32 |
|
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$201k |
NEW
|
418.00 |
481.57 |
|
Ishares Tr Ibonds Dec 2031
(IBDW)
|
0.0 |
$201k |
|
9.8k |
20.49 |
|
First Tr Exch Traded Fd Iii Calif Mun Incm
(FCAL)
|
0.0 |
$200k |
NEW
|
4.0k |
49.65 |
|
Riverview Ban
(RVSB)
|
0.0 |
$111k |
-41%
|
24k |
4.72 |
|
Ginkgo Bioworks Holdings Cl A Shs
(DNA)
|
0.0 |
$12k |
NEW
|
10k |
1.16 |
|