iShares Core MSCI EAFE ETF Etf
(IEFA)
|
5.6 |
$9.2M |
|
131k |
70.35 |
|
Spdr S&p 500 Etf Etf
(SPY)
|
5.5 |
$9.0M |
|
19k |
477.22 |
|
Apple Common Stock
(AAPL)
|
5.1 |
$8.3M |
|
43k |
192.53 |
|
Microsoft Common Stock
(MSFT)
|
4.8 |
$7.8M |
|
21k |
376.04 |
|
SPDR S&P Midcap 400 ETF Etf
(MDY)
|
4.3 |
$7.1M |
|
14k |
509.27 |
|
iShares Core MSCI Emerging ETF Etf
(IEMG)
|
3.7 |
$6.0M |
|
119k |
50.58 |
|
iShares Russell Mid Cap ETF Etf
(IWR)
|
3.4 |
$5.6M |
|
72k |
77.73 |
|
Alphabet Inc. Class A Common Stock
(GOOGL)
|
3.3 |
$5.4M |
|
39k |
139.69 |
|
Amazon.Com Common Stock
(AMZN)
|
2.9 |
$4.7M |
|
31k |
151.94 |
|
Vanguard Total Stock Market ETF Etf
(VTI)
|
2.8 |
$4.6M |
|
20k |
237.22 |
|
iShares Core S&P Small-Cap ETF Etf
(IJR)
|
2.2 |
$3.6M |
|
33k |
108.25 |
|
JPMorgan Chase Common Stock
(JPM)
|
2.1 |
$3.5M |
|
21k |
170.10 |
|
Meta Platforms Inc Class A Common Stock
(META)
|
1.7 |
$2.7M |
|
7.7k |
353.96 |
|
iShares Core S&P 500 ETF Etf
(IVV)
|
1.4 |
$2.2M |
|
4.7k |
477.63 |
|
UnitedHealth Group Common Stock
(UNH)
|
1.3 |
$2.2M |
|
4.1k |
526.47 |
|
Johnson & Johnson Common Stock
(JNJ)
|
1.2 |
$2.0M |
|
13k |
156.74 |
|
iShares MSCI EAFE Small Cap ETF Etf
(SCZ)
|
1.2 |
$2.0M |
|
32k |
61.90 |
|
Auto Data Processing Common Stock
(ADP)
|
1.2 |
$2.0M |
|
8.5k |
234.37 |
|
Nvidia Corp Common Stock
(NVDA)
|
1.2 |
$2.0M |
|
4.0k |
495.22 |
|
Mastercard Inc Class A Common Stock
(MA)
|
1.0 |
$1.6M |
|
3.8k |
426.51 |
|
Salesforce Common Stock
(CRM)
|
1.0 |
$1.6M |
|
6.0k |
263.14 |
|
Wal-Mart Common Stock
(WMT)
|
1.0 |
$1.6M |
|
9.9k |
158.22 |
|
Vanguard Muni BND Tax Exempt ETF Etf
(VTEB)
|
0.9 |
$1.5M |
|
30k |
51.05 |
|
iShares 7-10 Year Treasury Bond ETF Etf
(IEF)
|
0.9 |
$1.5M |
|
16k |
96.39 |
|
Service Now Common Stock
(NOW)
|
0.9 |
$1.5M |
|
2.1k |
706.49 |
|
iShares Russell 2000 ETF Etf
(IWM)
|
0.9 |
$1.4M |
|
7.1k |
200.71 |
|
Visa Inc Class A Common Stock
(V)
|
0.8 |
$1.3M |
|
5.2k |
260.35 |
|
Fair Isaac Intl Corp Common Stock
(FICO)
|
0.7 |
$1.2M |
|
1.0k |
1164.01 |
|
Costco Wholesale Common Stock
(COST)
|
0.7 |
$1.2M |
|
1.7k |
675.08 |
|
P N C Financial Services Group Common Stock
(PNC)
|
0.7 |
$1.1M |
|
7.1k |
154.85 |
|
Procter & Gamble Common Stock
(PG)
|
0.7 |
$1.1M |
|
7.4k |
146.54 |
|
Accenture PLC F Class A Common Stock
(ACN)
|
0.7 |
$1.1M |
|
3.1k |
350.91 |
|
Starbucks Corp Common Stock
(SBUX)
|
0.6 |
$1.1M |
|
11k |
96.01 |
|
iShares Core MSCI Total ETF Etf
(IXUS)
|
0.6 |
$1.1M |
|
16k |
64.93 |
|
Pepsico Common Stock
(PEP)
|
0.6 |
$1.0M |
|
6.0k |
171.10 |
|
Merck & Co Common Stock
(MRK)
|
0.6 |
$1.0M |
|
9.1k |
109.77 |
|
Bank Of America Corp Common Stock
(BAC)
|
0.6 |
$968k |
|
29k |
33.67 |
|
Abbott Laboratories Common Stock
(ABT)
|
0.6 |
$963k |
|
8.7k |
110.07 |
|
Chevron Corp. Common Stock
(CVX)
|
0.6 |
$958k |
|
6.4k |
149.16 |
|
Mondelez International W I Common Stock
(MDLZ)
|
0.6 |
$947k |
|
13k |
72.86 |
|
iShares S&P 500 Value ETF Etf
(IVE)
|
0.6 |
$921k |
|
5.3k |
173.89 |
|
iShares S&P 500 Growth ETF Etf
(IVW)
|
0.5 |
$899k |
|
12k |
75.10 |
|
Target Corp Common Stock
(TGT)
|
0.5 |
$868k |
|
6.1k |
142.42 |
|
McDonald's Common Stock
(MCD)
|
0.5 |
$866k |
|
2.9k |
296.51 |
|
Taiwan Semiconductr F Common Stock
(TSM)
|
0.5 |
$837k |
|
8.0k |
104.47 |
|
BlackRock Common Stock
(BLK)
|
0.5 |
$753k |
|
928.00 |
811.80 |
|
Conocophillips Common Stock
(COP)
|
0.5 |
$752k |
|
6.5k |
116.07 |
|
Transdigm Group Common Stock
(TDG)
|
0.5 |
$740k |
|
731.00 |
1011.60 |
|
Tesla Motors Common Stock
(TSLA)
|
0.4 |
$731k |
|
2.9k |
248.48 |
|
iShares MSCI EAFE ETF Etf
(EFA)
|
0.4 |
$714k |
|
9.5k |
75.35 |
|
Amgen Common Stock
(AMGN)
|
0.4 |
$711k |
|
2.5k |
288.02 |
|
Danaher Corp Common Stock
(DHR)
|
0.4 |
$696k |
|
3.0k |
231.58 |
|
Edwards Lifesciences Corp Common Stock
(EW)
|
0.4 |
$688k |
|
9.0k |
76.25 |
|
iShares Preferred Income Sec ETF IV Etf
(PFF)
|
0.4 |
$686k |
|
22k |
31.19 |
|
iShares 20 Year Treasury Bond ETF Etf
(TLT)
|
0.4 |
$679k |
|
6.9k |
98.88 |
|
Pfizer Common Stock
(PFE)
|
0.4 |
$670k |
|
23k |
28.79 |
|
Home Depot Common Stock
(HD)
|
0.4 |
$667k |
|
1.9k |
346.55 |
|
Deere & Co Common Stock
(DE)
|
0.4 |
$660k |
|
1.6k |
401.34 |
|
American Express Common Stock
(AXP)
|
0.4 |
$651k |
|
3.5k |
187.34 |
|
Illinois Tool Works Common Stock
(ITW)
|
0.4 |
$640k |
|
2.4k |
263.34 |
|
Booking Holdings Common Stock
(BKNG)
|
0.4 |
$635k |
|
179.00 |
3547.22 |
|
Charles Schwab Corp Common Stock
(SCHW)
|
0.4 |
$633k |
|
9.2k |
68.80 |
|
iShares MSCI Emerging Markets ETF Etf
(EEM)
|
0.4 |
$629k |
|
16k |
40.21 |
|
Caterpillar Common Stock
(CAT)
|
0.4 |
$617k |
|
2.1k |
295.67 |
|
Berkshire Hathaway Class B Common Stock
(BRK.B)
|
0.4 |
$617k |
|
1.7k |
356.66 |
|
Novo-Nordisk As Vormal F Common Stock
(NVO)
|
0.4 |
$614k |
|
5.9k |
103.45 |
|
Thermo Fisher SCNTFC Common Stock
(TMO)
|
0.4 |
$584k |
|
1.1k |
531.13 |
|
Ecolab Common Stock
(ECL)
|
0.4 |
$575k |
|
2.9k |
198.93 |
|
Abbvie Common Stock
(ABBV)
|
0.3 |
$573k |
|
3.7k |
154.97 |
|
Union Pacific Corp Common Stock
(UNP)
|
0.3 |
$564k |
|
2.3k |
245.62 |
|
Adobe Common Stock
(ADBE)
|
0.3 |
$561k |
|
941.00 |
596.60 |
|
Nike Common Stock
(NKE)
|
0.3 |
$541k |
|
5.0k |
108.94 |
|
Alphabet Inc. Class C Common Stock
(GOOG)
|
0.3 |
$541k |
|
3.8k |
140.93 |
|
Advanced Micro Devices I Common Stock
(AMD)
|
0.3 |
$533k |
|
3.6k |
147.41 |
|
Chubb LTD F Common Stock
(CB)
|
0.3 |
$520k |
|
2.3k |
226.86 |
|
Marathon Pete Corp Common Stock
(MPC)
|
0.3 |
$510k |
|
3.4k |
148.36 |
|
Broadcom Common Stock
(AVGO)
|
0.3 |
$497k |
|
445.00 |
1116.25 |
|
Intel Common Stock
(INTC)
|
0.3 |
$488k |
|
9.7k |
50.25 |
|
Eaton Corp PLC F Common Stock
(ETN)
|
0.3 |
$481k |
|
2.0k |
240.82 |
|
Amphenol Corp Class A Common Stock
(APH)
|
0.3 |
$466k |
|
4.7k |
99.35 |
|
Qualcomm Common Stock
(QCOM)
|
0.3 |
$465k |
|
3.2k |
144.63 |
|
Nestle S A F Common Stock
(NSRGY)
|
0.3 |
$464k |
|
4.0k |
115.63 |
|
Honeywell Intl Common Stock
(HON)
|
0.3 |
$463k |
|
2.2k |
209.71 |
|
Lilly Eli & Co Common Stock
(LLY)
|
0.3 |
$462k |
|
792.00 |
582.92 |
|
Uber Technologies Common Stock
(UBER)
|
0.3 |
$458k |
|
7.4k |
61.57 |
|
iShares MSCI Acwi Ex US ETF Etf
(ACWX)
|
0.3 |
$453k |
|
8.9k |
51.04 |
|
L Oreal S A F Common Stock
(LRLCY)
|
0.3 |
$440k |
|
4.4k |
99.41 |
|
Texas Instruments Common Stock
(TXN)
|
0.3 |
$430k |
|
2.5k |
170.46 |
|
Cisco Systems Common Stock
(CSCO)
|
0.3 |
$417k |
|
8.2k |
50.52 |
|
Boeing Common Stock
(BA)
|
0.3 |
$414k |
|
1.6k |
260.66 |
|
Netflix Common Stock
(NFLX)
|
0.2 |
$405k |
|
831.00 |
486.88 |
|
Morgan Stanley Common Stock
(MS)
|
0.2 |
$387k |
|
4.1k |
93.25 |
|
Dimensional US Core Equity Markt ETF Etf
(DFAU)
|
0.2 |
$377k |
|
11k |
33.25 |
|
Roper Technologies Common Stock
(ROP)
|
0.2 |
$364k |
|
667.00 |
545.17 |
|
Applied Materials Common Stock
(AMAT)
|
0.2 |
$355k |
|
2.2k |
162.07 |
|
Emerson Electric Common Stock
(EMR)
|
0.2 |
$349k |
|
3.6k |
97.33 |
|
Invesco QQQ Trust ETF Etf
(QQQ)
|
0.2 |
$344k |
|
840.00 |
409.74 |
|
Lowes Common Stock
(LOW)
|
0.2 |
$342k |
|
1.5k |
222.55 |
|
Schwab International Small Cap Eqy ETF Etf
(SCHC)
|
0.2 |
$336k |
|
9.6k |
34.89 |
|
Tencent Holdings F Un Common Stock
(TCEHY)
|
0.2 |
$328k |
|
8.7k |
37.79 |
|
Republic Services Common Stock
(RSG)
|
0.2 |
$328k |
|
2.0k |
165.44 |
|
Asml Holding N V F Common Stock
(ASML)
|
0.2 |
$326k |
|
430.00 |
756.92 |
|
Dimensional ETF Etf
(DFAX)
|
0.2 |
$324k |
|
13k |
24.42 |
|
Technology Select Sector SPDR Fund Etf
(XLK)
|
0.2 |
$316k |
|
1.6k |
192.48 |
|
Nextera Energy Common Stock
(NEE)
|
0.2 |
$304k |
|
5.0k |
60.74 |
|
Palo Alto Networks Common Stock
(PANW)
|
0.2 |
$304k |
|
1.0k |
294.88 |
|
Comcast Corp Class A Common Stock
(CMCSA)
|
0.2 |
$302k |
|
6.9k |
43.85 |
|
Coca-Cola Common Stock
(KO)
|
0.2 |
$300k |
|
5.1k |
58.93 |
|
Goldman Sachs Group Common Stock
(GS)
|
0.2 |
$298k |
|
773.00 |
385.77 |
|
Oracle Corp Common Stock
(ORCL)
|
0.2 |
$298k |
|
2.8k |
105.43 |
|
Gilead Sciences Common Stock
(GILD)
|
0.2 |
$297k |
|
3.7k |
81.01 |
|
American Tower Corp Common Stock
(AMT)
|
0.2 |
$295k |
|
1.4k |
217.56 |
|
Aptiv PLC F Common Stock
(APTV)
|
0.2 |
$293k |
|
3.3k |
89.72 |
|
3M Common Stock
(MMM)
|
0.2 |
$290k |
|
2.7k |
109.32 |
|
Icici Bank LTD A D R Common Stock
(IBN)
|
0.2 |
$289k |
|
12k |
23.84 |
|
Xcel Energy Common Stock
(XEL)
|
0.2 |
$288k |
|
4.6k |
62.43 |
|
ExxonMobil Common Stock
(XOM)
|
0.2 |
$285k |
|
2.9k |
99.98 |
|
Xylem Common Stock
(XYL)
|
0.2 |
$284k |
|
2.5k |
114.36 |
|
Novartis AG F Common Stock
(NVS)
|
0.2 |
$282k |
|
2.8k |
100.97 |
|
Waste Management Common Stock
(WM)
|
0.2 |
$282k |
|
1.6k |
179.10 |
|
General Mills Common Stock
(GIS)
|
0.2 |
$278k |
|
4.3k |
65.14 |
|
S&P Global Common Stock
(SPGI)
|
0.2 |
$278k |
|
631.00 |
440.52 |
|
Infosys LTD F Common Stock
(INFY)
|
0.2 |
$275k |
|
15k |
18.38 |
|
Micron Technology Common Stock
(MU)
|
0.2 |
$271k |
|
3.2k |
85.45 |
|
Broadridge Finl Solu Common Stock
(BR)
|
0.2 |
$269k |
|
1.3k |
206.55 |
|
KB Finl Group Inc F Common Stock
(KB)
|
0.2 |
$265k |
|
6.4k |
41.37 |
|
iShares Core S&P Mid-Cap ETF Etf
(IJH)
|
0.2 |
$260k |
|
937.00 |
277.15 |
|
Astrazeneca PLC F Common Stock
(AZN)
|
0.2 |
$256k |
|
3.8k |
67.35 |
|
LVMH Moet Hennessy Lou F Common Stock
(LVMUY)
|
0.2 |
$251k |
|
1.5k |
162.45 |
|
Aflac Common Stock
(AFL)
|
0.1 |
$246k |
|
3.0k |
82.50 |
|
Duke Energy Corp Common Stock
(DUK)
|
0.1 |
$245k |
|
2.5k |
97.04 |
|
CVS Health Corp Common Stock
(CVS)
|
0.1 |
$245k |
|
3.1k |
78.96 |
|
Royal Bank Of Canada F Common Stock
(RY)
|
0.1 |
$245k |
|
2.4k |
101.13 |
|
Linde PLC F Common Stock
(LIN)
|
0.1 |
$242k |
|
590.00 |
410.71 |
|
Wells Fargo & Co Common Stock
(WFC)
|
0.1 |
$240k |
|
4.9k |
49.22 |
|
Wipro LTD F Common Stock
(WIT)
|
0.1 |
$226k |
|
41k |
5.57 |
|
Roche HLDG AG F Common Stock
(RHHBY)
|
0.1 |
$223k |
|
6.2k |
36.23 |
|
Prologis Inc. REIT Common Stock
(PLD)
|
0.1 |
$221k |
|
1.7k |
133.30 |
|
Shell PLC F Common Stock
(SHEL)
|
0.1 |
$221k |
|
3.4k |
65.80 |
|
United Microelectronic F Common Stock
(UMC)
|
0.1 |
$220k |
|
26k |
8.46 |
|
NTNL Australia Bank F Common Stock
(NABZY)
|
0.1 |
$220k |
|
21k |
10.42 |
|
ING Groep ADR Rep 1 Or F Common Stock
(ING)
|
0.1 |
$218k |
|
15k |
15.02 |
|
Stantec Common Stock
(STN)
|
0.1 |
$215k |
|
2.7k |
80.33 |
|
iShares Core US Aggregate Bond ETF Etf
(AGG)
|
0.1 |
$212k |
|
2.1k |
99.25 |
|
Industrial Select Sector SPDR Fund Etf
(XLI)
|
0.1 |
$210k |
|
1.8k |
113.99 |
|
Elevance Health Common Stock
(ELV)
|
0.1 |
$210k |
|
445.00 |
471.56 |
|
Akamai Technologies Common Stock
(AKAM)
|
0.1 |
$209k |
|
1.8k |
118.35 |
|
Financial Select Sector SPDR Fund Etf
(XLF)
|
0.1 |
$208k |
|
5.5k |
37.60 |
|
Anz Group Holdings LTD F Un Common Stock
(ANZGY)
|
0.1 |
$205k |
|
11k |
18.28 |
|
Avery Dennison Corp Common Stock
(AVY)
|
0.1 |
$204k |
|
1.0k |
202.16 |
|
Intuitive Surgical Common Stock
(ISRG)
|
0.1 |
$204k |
|
605.00 |
337.36 |
|
Sun Life Financial Common Stock
(SLF)
|
0.1 |
$203k |
|
3.9k |
51.86 |
|
Commonwealth BK Aust F Common Stock
(CMWAY)
|
0.1 |
$201k |
|
2.6k |
76.19 |
|
General Dynamics Corp Common Stock
(GD)
|
0.1 |
$200k |
|
771.00 |
259.67 |
|
Murata MFG Co LTD F Common Stock
(MRAAY)
|
0.1 |
$112k |
|
11k |
10.55 |
|
Barclays PLC A D R Common Stock
(BCS)
|
0.1 |
$99k |
|
13k |
7.88 |
|
Hudbay Minerals Common Stock
(HBM)
|
0.0 |
$80k |
|
15k |
5.39 |
|
Uni Charm Corporation A D R Common Stock
(UNICY)
|
0.0 |
$78k |
|
11k |
7.22 |
|
Brasil SA A D R Common Stock
(BRFS)
|
0.0 |
$77k |
|
28k |
2.78 |
|
Aac Technologies Holdings Inc A D R Common Stock
(AACAY)
|
0.0 |
$62k |
|
21k |
2.89 |
|
Henderson Land Develop F Common Stock
(HLDCY)
|
0.0 |
$44k |
|
14k |
3.13 |
|
Companhia Energetic F Common Stock
(CIG)
|
0.0 |
$28k |
|
12k |
2.32 |
|