Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
10.3 |
$34M |
|
708k |
47.89 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
7.2 |
$24M |
|
328k |
72.72 |
Vanguard Index Fds Value Etf
(VTV)
|
6.2 |
$21M |
|
149k |
137.93 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
5.6 |
$18M |
|
245k |
75.17 |
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
5.4 |
$18M |
|
374k |
47.94 |
Apple
(AAPL)
|
3.6 |
$12M |
|
69k |
171.21 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
3.2 |
$11M |
|
315k |
33.96 |
Merck & Co
(MRK)
|
2.6 |
$8.5M |
|
83k |
102.95 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.4 |
$7.8M |
|
29k |
265.99 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
2.1 |
$6.9M |
|
91k |
75.98 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
2.1 |
$6.8M |
|
70k |
96.92 |
Ishares Tr Short Treas Bd
(SHV)
|
1.8 |
$5.9M |
|
54k |
110.47 |
Microsoft Corporation
(MSFT)
|
1.8 |
$5.9M |
|
19k |
315.75 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.7 |
$5.6M |
|
27k |
208.24 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
1.7 |
$5.5M |
|
104k |
52.49 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.7 |
$5.5M |
|
140k |
39.21 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.5 |
$4.8M |
|
11k |
429.43 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.4 |
$4.8M |
|
67k |
70.76 |
Pgim Etf Tr Pgim Ultra Sh Bd
(PULS)
|
1.4 |
$4.5M |
|
91k |
49.49 |
Exxon Mobil Corporation
(XOM)
|
1.3 |
$4.2M |
|
36k |
117.58 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.2 |
$4.0M |
|
26k |
155.38 |
International Business Machines
(IBM)
|
1.2 |
$4.0M |
|
28k |
140.30 |
Chevron Corporation
(CVX)
|
1.2 |
$3.9M |
|
23k |
168.62 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.1 |
$3.7M |
|
28k |
130.86 |
Amazon
(AMZN)
|
1.0 |
$3.3M |
|
26k |
127.12 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.9 |
$3.0M |
|
23k |
131.85 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.9 |
$3.0M |
|
32k |
93.91 |
JPMorgan Chase & Co.
(JPM)
|
0.9 |
$2.9M |
|
20k |
145.02 |
Enterprise Products Partners
(EPD)
|
0.9 |
$2.8M |
|
103k |
27.37 |
Vanguard Whitehall Fds Em Mk Gov Bd Etf
(VWOB)
|
0.8 |
$2.7M |
|
46k |
59.16 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.8 |
$2.7M |
|
7.6k |
350.30 |
Enbridge
(ENB)
|
0.8 |
$2.7M |
|
79k |
33.54 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.7 |
$2.4M |
|
9.6k |
249.35 |
Caterpillar
(CAT)
|
0.7 |
$2.4M |
|
8.7k |
273.00 |
Meta Platforms Cl A
(META)
|
0.7 |
$2.3M |
|
7.8k |
300.21 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.3M |
|
11k |
212.41 |
Johnson & Johnson
(JNJ)
|
0.6 |
$2.1M |
|
14k |
155.75 |
Wal-Mart Stores
(WMT)
|
0.6 |
$2.0M |
|
12k |
159.93 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.6 |
$2.0M |
|
110k |
17.75 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.6 |
$1.9M |
|
39k |
48.10 |
Abrdn Precious Metals Basket Physcl Precs Met
(GLTR)
|
0.5 |
$1.6M |
|
19k |
84.15 |
Pfizer
(PFE)
|
0.5 |
$1.6M |
|
47k |
33.17 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.4 |
$1.4M |
|
3.5k |
392.70 |
Bank of America Corporation
(BAC)
|
0.4 |
$1.4M |
|
50k |
27.38 |
Cisco Systems
(CSCO)
|
0.4 |
$1.3M |
|
24k |
53.76 |
Philip Morris International
(PM)
|
0.4 |
$1.3M |
|
14k |
92.58 |
Qualcomm
(QCOM)
|
0.4 |
$1.2M |
|
11k |
111.06 |
Walt Disney Company
(DIS)
|
0.4 |
$1.2M |
|
15k |
81.05 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$1.1M |
|
11k |
102.86 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.3 |
$1.1M |
|
12k |
94.33 |
UnitedHealth
(UNH)
|
0.3 |
$1.1M |
|
2.2k |
504.19 |
3M Company
(MMM)
|
0.3 |
$1.1M |
|
11k |
93.62 |
Abbvie
(ABBV)
|
0.3 |
$1.0M |
|
7.0k |
149.07 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.3 |
$939k |
|
8.9k |
105.97 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.3 |
$922k |
|
11k |
86.30 |
Comcast Corp Cl A
(CMCSA)
|
0.3 |
$880k |
|
20k |
44.34 |
Palo Alto Networks
(PANW)
|
0.3 |
$876k |
|
3.7k |
234.44 |
Pepsi
(PEP)
|
0.3 |
$867k |
|
5.1k |
169.44 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.3 |
$847k |
|
2.4k |
358.27 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.3 |
$843k |
|
17k |
50.26 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$820k |
|
1.9k |
434.99 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.2 |
$808k |
|
17k |
48.93 |
First Fndtn
(FFWM)
|
0.2 |
$787k |
|
130k |
6.08 |
Altria
(MO)
|
0.2 |
$781k |
|
19k |
42.05 |
Home Depot
(HD)
|
0.2 |
$764k |
|
2.5k |
302.13 |
Cummins
(CMI)
|
0.2 |
$760k |
|
3.3k |
228.46 |
Starbucks Corporation
(SBUX)
|
0.2 |
$736k |
|
8.1k |
91.27 |
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
0.2 |
$729k |
|
7.9k |
91.82 |
Valley National Ban
(VLY)
|
0.2 |
$727k |
|
85k |
8.56 |
Wp Carey
(WPC)
|
0.2 |
$726k |
|
13k |
54.08 |
Boeing Company
(BA)
|
0.2 |
$722k |
|
3.8k |
191.68 |
Tesla Motors
(TSLA)
|
0.2 |
$716k |
|
2.9k |
250.22 |
Procter & Gamble Company
(PG)
|
0.2 |
$682k |
|
4.7k |
145.86 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$679k |
|
1.3k |
509.90 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.2 |
$665k |
|
5.0k |
131.79 |
Ishares Tr Msci Usa Value
(VLUE)
|
0.2 |
$651k |
|
7.2k |
90.72 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$646k |
|
1.2k |
537.13 |
Verizon Communications
(VZ)
|
0.2 |
$617k |
|
19k |
32.41 |
Fortinet
(FTNT)
|
0.2 |
$615k |
|
11k |
58.68 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.2 |
$600k |
|
6.9k |
86.90 |
Albemarle Corporation
(ALB)
|
0.2 |
$582k |
|
3.4k |
170.04 |
salesforce
(CRM)
|
0.2 |
$564k |
|
2.8k |
202.78 |
Unilever Spon Adr New
(UL)
|
0.2 |
$550k |
|
11k |
49.40 |
Amgen
(AMGN)
|
0.2 |
$547k |
|
2.0k |
268.76 |
Netflix
(NFLX)
|
0.2 |
$542k |
|
1.4k |
377.60 |
Visa Com Cl A
(V)
|
0.2 |
$538k |
|
2.3k |
230.01 |
McDonald's Corporation
(MCD)
|
0.2 |
$537k |
|
2.0k |
263.41 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$532k |
|
7.4k |
71.97 |
Glacier Ban
(GBCI)
|
0.2 |
$530k |
|
19k |
28.50 |
Edison International
(EIX)
|
0.2 |
$520k |
|
8.2k |
63.29 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$519k |
|
1.3k |
408.85 |
Intel Corporation
(INTC)
|
0.2 |
$512k |
|
14k |
35.55 |
FedEx Corporation
(FDX)
|
0.2 |
$508k |
|
1.9k |
264.92 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$489k |
|
3.8k |
128.74 |
Nextera Energy
(NEE)
|
0.1 |
$487k |
|
8.5k |
57.29 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$484k |
|
856.00 |
565.22 |
Spdr Ser Tr Aerospace Def
(XAR)
|
0.1 |
$476k |
|
4.2k |
112.10 |
Uber Technologies
(UBER)
|
0.1 |
$474k |
|
10k |
45.99 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$461k |
|
8.4k |
54.90 |
Truist Financial Corp equities
(TFC)
|
0.1 |
$453k |
|
16k |
28.61 |
Ishares Msci Emrg Chn
(EMXC)
|
0.1 |
$450k |
|
9.0k |
49.83 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$432k |
|
4.8k |
90.39 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$430k |
|
4.9k |
88.25 |
Abbott Laboratories
(ABT)
|
0.1 |
$420k |
|
4.3k |
96.85 |
Kinder Morgan
(KMI)
|
0.1 |
$420k |
|
25k |
16.58 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$399k |
|
2.6k |
151.87 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$398k |
|
1.0k |
395.91 |
Ishares Tr National Mun Etf
(MUB)
|
0.1 |
$391k |
|
3.8k |
102.54 |
Crown Castle Intl
(CCI)
|
0.1 |
$379k |
|
4.1k |
92.03 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$363k |
|
6.2k |
58.04 |
CVS Caremark Corporation
(CVS)
|
0.1 |
$346k |
|
5.0k |
69.82 |
Lyondellbasell Industries N Shs - A -
(LYB)
|
0.1 |
$343k |
|
3.6k |
94.70 |
Kla Corp Com New
(KLAC)
|
0.1 |
$343k |
|
747.00 |
458.66 |
Nike CL B
(NKE)
|
0.1 |
$324k |
|
3.4k |
95.62 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$320k |
|
1.8k |
176.74 |
Union Pacific Corporation
(UNP)
|
0.1 |
$317k |
|
1.6k |
203.63 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$311k |
|
7.5k |
41.42 |
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts
(EELV)
|
0.1 |
$303k |
|
14k |
22.50 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$300k |
|
1.9k |
159.01 |
At&t
(T)
|
0.1 |
$293k |
|
20k |
15.02 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
0.1 |
$287k |
|
4.6k |
61.89 |
Freeport-mcmoran CL B
(FCX)
|
0.1 |
$282k |
|
7.6k |
37.29 |
United Parcel Service CL B
(UPS)
|
0.1 |
$279k |
|
1.8k |
155.87 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$263k |
|
2.2k |
120.85 |
Vanguard World Fds Energy Etf
(VDE)
|
0.1 |
$254k |
|
2.0k |
126.74 |
Novo-nordisk A S Adr
(NVO)
|
0.1 |
$250k |
|
2.8k |
90.94 |
Duke Energy Corp Com New
(DUK)
|
0.1 |
$250k |
|
2.8k |
88.26 |
Southern Company
(SO)
|
0.1 |
$249k |
|
3.8k |
64.72 |
Lowe's Companies
(LOW)
|
0.1 |
$248k |
|
1.2k |
207.84 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.1 |
$243k |
|
5.6k |
43.72 |
Paychex
(PAYX)
|
0.1 |
$241k |
|
2.1k |
115.33 |
Target Corporation
(TGT)
|
0.1 |
$241k |
|
2.2k |
110.57 |
First Tr Exchange-traded Nasdq Artfcial
(ROBT)
|
0.1 |
$235k |
|
5.8k |
40.51 |
Ishares Tr U.s. Energy Etf
(IYE)
|
0.1 |
$234k |
|
4.9k |
47.43 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$231k |
|
3.6k |
64.35 |
Broadcom
(AVGO)
|
0.1 |
$230k |
|
277.00 |
830.58 |
Phillips Edison & Co Common Stock
(PECO)
|
0.1 |
$221k |
|
6.6k |
33.54 |
Coca-Cola Company
(KO)
|
0.1 |
$217k |
|
3.9k |
55.98 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$215k |
|
4.2k |
51.03 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$213k |
|
5.0k |
42.58 |
Gilead Sciences
(GILD)
|
0.1 |
$212k |
|
2.8k |
74.94 |
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$202k |
|
9.9k |
20.34 |
General Dynamics Corporation
(GD)
|
0.1 |
$200k |
|
907.00 |
220.97 |
Barrick Gold Corp
(GOLD)
|
0.1 |
$197k |
|
14k |
14.55 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.1 |
$174k |
|
18k |
9.92 |