Microsoft Corp Common Stock
(MSFT)
|
5.0 |
$41M |
+5%
|
108k |
376.04 |
|
Apple Common Stock
(AAPL)
|
4.7 |
$38M |
|
199k |
192.53 |
|
Alphabet Common Stock
(GOOGL)
|
3.5 |
$28M |
+4%
|
200k |
139.69 |
|
Alerian Commodities Etf
(AMLP)
|
3.0 |
$24M |
|
569k |
42.52 |
|
Amazon.com Common Stock
(AMZN)
|
2.9 |
$24M |
+5%
|
155k |
151.94 |
|
First American Financial Common Stock
(FAF)
|
2.8 |
$22M |
|
348k |
64.44 |
|
SPDR Unit Investment
(LGLV)
|
2.7 |
$22M |
+2%
|
149k |
145.01 |
|
Vanguard Unit Investment
(VTV)
|
2.3 |
$19M |
-6%
|
127k |
149.50 |
|
Jpmorgan Chase & Co Common Stock
(JPM)
|
2.2 |
$18M |
+4%
|
105k |
170.10 |
|
Abbott Laboratories Common Stock
(ABT)
|
2.1 |
$17M |
+53%
|
152k |
110.07 |
|
Eli Lilly & Co Common Stock
(LLY)
|
1.9 |
$16M |
-6%
|
27k |
582.95 |
|
Visa Inc-class A Common Stock
(V)
|
1.8 |
$15M |
+4%
|
56k |
260.35 |
|
Meta Platforms Common Stock
(META)
|
1.7 |
$14M |
|
38k |
353.95 |
|
Emerson Electric Common Stock
(EMR)
|
1.5 |
$12M |
+2%
|
125k |
97.33 |
|
Oracle Corp Common Stock
(ORCL)
|
1.5 |
$12M |
+4%
|
113k |
105.43 |
|
Vanguard Unit Inv Trust
(BND)
|
1.4 |
$12M |
|
158k |
73.55 |
|
Ishares Unit Inv Trust
(IEF)
|
1.3 |
$11M |
|
112k |
96.39 |
|
Vanguard Unit Inv Trust
(BSV)
|
1.3 |
$10M |
+19%
|
134k |
77.02 |
|
Honeywell Common Stock
(HON)
|
1.3 |
$10M |
+9%
|
49k |
209.71 |
|
Booking Holdings Common Stock
(BKNG)
|
1.3 |
$10M |
|
2.9k |
3547.00 |
|
Elevance Health Common Stock
(ELV)
|
1.2 |
$9.6M |
-5%
|
20k |
471.58 |
|
Eog Resources Common Stock
(EOG)
|
1.1 |
$9.2M |
+2%
|
76k |
120.95 |
|
Nike Inc - Cl B Common Stock
(NKE)
|
1.1 |
$9.2M |
+42%
|
85k |
108.57 |
|
Caterpillar Common Stock
(CAT)
|
1.1 |
$9.1M |
|
31k |
295.66 |
|
Coca-cola Co/the Common Stock
(KO)
|
1.1 |
$9.1M |
-11%
|
154k |
58.93 |
|
Ishares Commodities Etf
(IAU)
|
1.1 |
$9.0M |
+28%
|
230k |
39.03 |
|
Zoetis Common Stock
(ZTS)
|
1.1 |
$9.0M |
+2%
|
45k |
197.37 |
|
Cms Energy Corp Common Stock
(CMS)
|
1.1 |
$8.9M |
|
153k |
58.07 |
|
Wal-mart Stores Common Stock
(WMT)
|
1.1 |
$8.8M |
+4%
|
56k |
157.65 |
|
Boston Scientific Corp Common Stock
(BSX)
|
1.1 |
$8.7M |
|
151k |
57.81 |
|
Union Pacific Corp Common Stock
(UNP)
|
1.1 |
$8.7M |
|
36k |
245.62 |
|
Thermo Fisher Scientific Common Stock
(TMO)
|
1.1 |
$8.7M |
-2%
|
16k |
530.82 |
|
Citigroup Common Stock
(C)
|
1.0 |
$8.2M |
-3%
|
159k |
51.44 |
|
Schlumberger Foreign Stock
(SLB)
|
1.0 |
$8.2M |
|
157k |
52.04 |
|
Iqvia Holdings Common Stock
(IQV)
|
1.0 |
$8.1M |
|
35k |
231.38 |
|
Phillips 66 Common Stock
(PSX)
|
1.0 |
$7.8M |
|
59k |
133.14 |
|
Vanguard Unit Inv Trust
(VMBS)
|
0.9 |
$7.6M |
+21%
|
164k |
46.36 |
|
Ishares Unit Inv Trust
(FLOT)
|
0.9 |
$7.4M |
-12%
|
147k |
50.62 |
|
Nextera Energy Common Stock
(NEE)
|
0.9 |
$7.4M |
|
122k |
60.74 |
|
Adobe Systems Common Stock
(ADBE)
|
0.9 |
$7.3M |
+2%
|
12k |
596.56 |
|
Qualcomm Common Stock
(QCOM)
|
0.9 |
$7.2M |
-4%
|
50k |
144.63 |
|
Marvell Technology Common Stock
(MRVL)
|
0.9 |
$7.1M |
|
117k |
60.31 |
|
Vertex Pharmaceuticals Common Stock
(VRTX)
|
0.9 |
$7.0M |
-24%
|
17k |
406.88 |
|
Advanced Micro Devices Common Stock
(AMD)
|
0.9 |
$6.9M |
+38%
|
47k |
147.41 |
|
Cvs Health Corp Common Stock
(CVS)
|
0.8 |
$6.7M |
+2%
|
85k |
78.96 |
|
Ishares Unit Inv Trust
(LQD)
|
0.8 |
$6.7M |
+11%
|
60k |
110.66 |
|
Comcast Corp Common Stock
(CMCSA)
|
0.8 |
$6.4M |
-25%
|
147k |
43.85 |
|
Genuine Parts Common Stock
(GPC)
|
0.8 |
$6.4M |
|
46k |
138.52 |
|
Tyson Foods Inc-cl A Common Stock
(TSN)
|
0.8 |
$6.2M |
|
115k |
53.75 |
|
Ulta Beauty Common Stock
(ULTA)
|
0.8 |
$6.1M |
+42%
|
12k |
490.00 |
|
Marsh & Mc Lennan Cos Common Stock
(MMC)
|
0.8 |
$6.1M |
|
32k |
189.47 |
|
Vanguard Unit Investment
(VBR)
|
0.7 |
$5.9M |
-33%
|
33k |
179.98 |
|
Teradyne Common Stock
(TER)
|
0.7 |
$5.7M |
-4%
|
53k |
108.52 |
|
Rockwell Automation Common Stock
(ROK)
|
0.7 |
$5.5M |
+2%
|
18k |
310.48 |
|
Ishares Unit Investment
(DVY)
|
0.7 |
$5.4M |
-7%
|
46k |
117.22 |
|
American Tower Corp Common Stock
(AMT)
|
0.7 |
$5.4M |
+69%
|
25k |
215.88 |
|
Cme Group Common Stock
(CME)
|
0.7 |
$5.4M |
|
25k |
210.60 |
|
Invesco Unit Investment
(PID)
|
0.7 |
$5.3M |
-7%
|
287k |
18.46 |
|
Novo-nordisk A/s-spons Common Stock
(NVO)
|
0.6 |
$5.2M |
+6%
|
50k |
103.45 |
|
Ishares Unit Investment
(EFV)
|
0.6 |
$4.9M |
-5%
|
94k |
52.10 |
|
Walt Disney Company/the Common Stock
(DIS)
|
0.6 |
$4.9M |
-37%
|
54k |
90.29 |
|
Vanguard Unit Investment
(ESGV)
|
0.6 |
$4.7M |
NEW
|
64k |
73.73 |
|
Vanguard Unit Investment
(VOO)
|
0.6 |
$4.7M |
+348%
|
11k |
436.81 |
|
Rio Tinto Plc - Spons Common Stock
(RIO)
|
0.6 |
$4.6M |
|
62k |
74.46 |
|
Ishares Unit Inv Trust
(AGG)
|
0.5 |
$4.4M |
+17%
|
44k |
99.25 |
|
Tesla Common Stock
(TSLA)
|
0.5 |
$4.3M |
+8%
|
17k |
248.49 |
|
Trimble Common Stock
(TRMB)
|
0.5 |
$4.3M |
-12%
|
80k |
53.20 |
|
Uber Technologies Common Stock
(UBER)
|
0.5 |
$4.2M |
-32%
|
68k |
61.57 |
|
Ishares Unit Inv Trust
(MBB)
|
0.5 |
$4.2M |
|
44k |
94.08 |
|
Servicenow Common Stock
(NOW)
|
0.5 |
$4.1M |
|
5.9k |
706.46 |
|
Xylem Common Stock
(XYL)
|
0.5 |
$4.0M |
NEW
|
35k |
114.36 |
|
General Dynamics Corp Common Stock
(GD)
|
0.5 |
$3.9M |
NEW
|
15k |
259.67 |
|
Ishares Unit Inv Tr Non
(CMF)
|
0.5 |
$3.8M |
+32%
|
65k |
57.94 |
|
Take-two Interactive Software Common Stock
(TTWO)
|
0.5 |
$3.8M |
NEW
|
23k |
160.95 |
|
Invesco Unit Inv Tr Non
(PWZ)
|
0.4 |
$3.6M |
-4%
|
144k |
24.98 |
|
Vanguard Unit Inv Trust
(VCSH)
|
0.4 |
$3.5M |
|
46k |
77.37 |
|
Equinix Common Stock
(EQIX)
|
0.4 |
$3.0M |
-3%
|
3.7k |
805.40 |
|
Berkshire Hathaway Common Stock
(BRK.B)
|
0.4 |
$3.0M |
+13%
|
8.4k |
356.65 |
|
Palo Alto Networks Common Stock
(PANW)
|
0.3 |
$2.8M |
NEW
|
9.4k |
294.89 |
|
Ishares Unit Inv Tr Non
(SUB)
|
0.3 |
$2.7M |
|
26k |
105.43 |
|
Chart Industries Common Stock
(GTLS)
|
0.3 |
$2.7M |
-4%
|
20k |
136.33 |
|
Mosaic Co/the Common Stock
(MOS)
|
0.3 |
$2.6M |
NEW
|
73k |
35.73 |
|
Ishares Unit Inv Tr Non
(MUB)
|
0.3 |
$2.6M |
|
24k |
108.41 |
|
Vanguard Unit Inv Trust
(VGSH)
|
0.3 |
$2.4M |
-4%
|
40k |
58.33 |
|
Wisdomtree Unit Investment
(DEM)
|
0.3 |
$2.2M |
-7%
|
55k |
40.68 |
|
SPDR Unit Investment
(SPY)
|
0.3 |
$2.0M |
+10%
|
4.3k |
475.31 |
|
Vanguard Unit Inv Trust
(VTIP)
|
0.2 |
$2.0M |
|
42k |
47.49 |
|
Vanguard Unit Inv Tr Non
(VTEB)
|
0.2 |
$1.8M |
+57%
|
35k |
51.05 |
|
Alphabet Common Stock
(GOOG)
|
0.2 |
$1.6M |
+235%
|
11k |
140.92 |
|
Vanguard Alternative Etf
(VNQ)
|
0.2 |
$1.6M |
-20%
|
18k |
88.35 |
|
Air Products & Chemicals Common Stock
(APD)
|
0.2 |
$1.5M |
-70%
|
5.4k |
273.80 |
|
Nxp Semiconductors Nv Common Stock
(NXPI)
|
0.2 |
$1.4M |
-78%
|
6.2k |
229.71 |
|
Invesco Unit Investment
(QQQ)
|
0.2 |
$1.2M |
-32%
|
3.0k |
409.52 |
|
Pepsico Common Stock
(PEP)
|
0.2 |
$1.2M |
+64%
|
7.2k |
169.84 |
|
Ishares Unit Inv Trust
(PFF)
|
0.1 |
$1.2M |
+4%
|
38k |
31.19 |
|
Nvidia Corp Common Stock
(NVDA)
|
0.1 |
$1.1M |
+168%
|
2.3k |
495.43 |
|
Costco Wholesale Corp Common Stock
(COST)
|
0.1 |
$1.1M |
+43%
|
1.7k |
660.52 |
|
Unitedhealth Group Common Stock
(UNH)
|
0.1 |
$999k |
+91%
|
1.9k |
526.27 |
|
Exxon Mobil Corp Common Stock
(XOM)
|
0.1 |
$989k |
+30%
|
9.9k |
99.97 |
|
Home Depot Common Stock
(HD)
|
0.1 |
$964k |
+45%
|
2.8k |
346.59 |
|
Applied Materials Common Stock
(AMAT)
|
0.1 |
$921k |
NEW
|
5.7k |
162.07 |
|
Ishares Unit Investment
(IVV)
|
0.1 |
$908k |
|
1.9k |
477.63 |
|
Chevron Corp Common Stock
(CVX)
|
0.1 |
$883k |
+36%
|
5.9k |
149.15 |
|
Vanguard Unit Inv Trust
(BIV)
|
0.1 |
$840k |
NEW
|
11k |
76.38 |
|
Johnson & Johnson Common Stock
(JNJ)
|
0.1 |
$783k |
+67%
|
5.0k |
156.73 |
|
Vanguard Unit Investment
(VEU)
|
0.1 |
$745k |
+9%
|
13k |
56.14 |
|
Procter & Gamble Co/the Common Stock
(PG)
|
0.1 |
$724k |
+66%
|
4.9k |
146.55 |
|
Broadcom Common Stock
(AVGO)
|
0.1 |
$715k |
+81%
|
641.00 |
1116.04 |
|
Mcdonald's Corp Common Stock
(MCD)
|
0.1 |
$700k |
+7%
|
2.4k |
296.52 |
|
Fiserv Common Stock
(FI)
|
0.1 |
$695k |
|
5.2k |
132.84 |
|
Vanguard Unit Investment
(VOE)
|
0.1 |
$682k |
-13%
|
4.7k |
145.01 |
|
Ishares Unit Inv Trust
(TIP)
|
0.1 |
$671k |
|
6.2k |
107.48 |
|
SPDR Commodities Etf
(GLD)
|
0.1 |
$666k |
NEW
|
3.5k |
191.17 |
|
Invesco Unit Inv Trust
(BKLN)
|
0.1 |
$655k |
-8%
|
31k |
21.18 |
|
Cisco Systems Common Stock
(CSCO)
|
0.1 |
$642k |
+130%
|
13k |
50.52 |
|
Vanguard Unit Investment
(VUG)
|
0.1 |
$638k |
+12%
|
2.1k |
310.88 |
|
Blackstone Group Common Stock
(BX)
|
0.1 |
$613k |
-8%
|
4.7k |
130.94 |
|
Deere & Company Common Stock
(DE)
|
0.1 |
$570k |
+9%
|
1.4k |
399.55 |
|
SPDR Unit Inv Trust
(JNK)
|
0.1 |
$563k |
NEW
|
5.9k |
94.74 |
|
Ishares Unit Investment
(IEFA)
|
0.1 |
$543k |
NEW
|
7.7k |
70.36 |
|
Vanguard Unit Inv Trust
(VGIT)
|
0.1 |
$542k |
+4%
|
9.1k |
59.32 |
|
Novartis Ag- Foreign Stock
(NVS)
|
0.1 |
$534k |
+7%
|
5.3k |
100.97 |
|
Hershey Co/the Common Stock
(HSY)
|
0.1 |
$516k |
-19%
|
2.8k |
186.44 |
|
Starbucks Corp Common Stock
(SBUX)
|
0.1 |
$498k |
+54%
|
5.2k |
96.02 |
|
Accenture Plc - Foreign Stock
(ACN)
|
0.1 |
$491k |
NEW
|
1.4k |
351.05 |
|
Analog Devices Common Stock
(ADI)
|
0.1 |
$443k |
NEW
|
2.2k |
198.57 |
|
Ishares Unit Investment
(HEFA)
|
0.1 |
$440k |
NEW
|
14k |
31.51 |
|
Vanguard Unit Investment
(VOT)
|
0.1 |
$440k |
+13%
|
2.0k |
219.57 |
|
Vanguard Unit Investment
(VTI)
|
0.1 |
$434k |
NEW
|
1.8k |
237.17 |
|
Lockheed Martin Corp Common Stock
(LMT)
|
0.1 |
$423k |
+12%
|
933.00 |
452.97 |
|
Blackstone Real Estate Income Tr Unit Investment
|
0.1 |
$411k |
NEW
|
29k |
14.33 |
|
Pfizer Common Stock
(PFE)
|
0.1 |
$409k |
-3%
|
14k |
28.79 |
|
Public Common Stock
(PEG)
|
0.0 |
$403k |
|
6.6k |
61.15 |
|
Dimensional Unit Investment
(DFAC)
|
0.0 |
$401k |
|
14k |
29.23 |
|
Ishares Unit Investment
(IWF)
|
0.0 |
$394k |
|
1.3k |
303.17 |
|
Merck & Co Common Stock
(MRK)
|
0.0 |
$387k |
+29%
|
3.5k |
109.02 |
|
Cintas Corp Common Stock
(CTAS)
|
0.0 |
$385k |
+25%
|
639.00 |
602.79 |
|
Welltower Common Stock
(WELL)
|
0.0 |
$380k |
|
4.2k |
90.17 |
|
Ishares Unit Investment
(IJR)
|
0.0 |
$371k |
NEW
|
3.4k |
108.27 |
|
Boeing Co/the Common Stock
(BA)
|
0.0 |
$368k |
NEW
|
1.4k |
260.95 |
|
Fundx Unit Investment
(XCOR)
|
0.0 |
$353k |
|
6.4k |
55.34 |
|
Ishares Unit Investment
(IWB)
|
0.0 |
$345k |
-3%
|
1.3k |
262.26 |
|
Idacorp Common Stock
(IDA)
|
0.0 |
$335k |
-39%
|
3.4k |
98.40 |
|
Linde Common Stock
(LIN)
|
0.0 |
$333k |
NEW
|
812.00 |
410.35 |
|
Vanguard Unit Investment
(VONV)
|
0.0 |
$333k |
|
4.6k |
72.54 |
|
Perkinelmer Common Stock
(RVTY)
|
0.0 |
$319k |
NEW
|
2.9k |
109.31 |
|
Ishares Unit Investment
(EFG)
|
0.0 |
$317k |
-15%
|
3.3k |
96.85 |
|
Abbvie Common Stock
(ABBV)
|
0.0 |
$316k |
NEW
|
2.0k |
154.99 |
|
Chubb Common Stock
(CB)
|
0.0 |
$313k |
NEW
|
1.4k |
226.00 |
|
Mondelez International Common Stock
(MDLZ)
|
0.0 |
$307k |
NEW
|
4.2k |
72.42 |
|
Invesco Unit Investment
(SPHQ)
|
0.0 |
$305k |
-14%
|
5.6k |
54.08 |
|
Texas Instruments Common Stock
(TXN)
|
0.0 |
$302k |
NEW
|
1.8k |
170.45 |
|
Jacobs Solutions Common Stock
(J)
|
0.0 |
$291k |
-93%
|
2.2k |
129.80 |
|
Salesforce.com Common Stock
(CRM)
|
0.0 |
$290k |
NEW
|
1.1k |
263.29 |
|
Vanguard Unit Investment
(VWO)
|
0.0 |
$288k |
+12%
|
7.0k |
41.09 |
|
Enterprise Products Partnerships (Principal)
(EPD)
|
0.0 |
$280k |
|
11k |
26.35 |
|
SPDR Unit Investment
(XLV)
|
0.0 |
$279k |
-9%
|
2.0k |
136.38 |
|
Vanguard Unit Investment
(VBK)
|
0.0 |
$276k |
+2%
|
1.1k |
241.77 |
|
Sila Realty Trust Closely Held St
|
0.0 |
$270k |
|
33k |
8.22 |
|
Tjx Companies Common Stock
(TJX)
|
0.0 |
$261k |
NEW
|
2.8k |
93.82 |
|
Vanguard Unit Investment
(VO)
|
0.0 |
$255k |
|
1.1k |
232.43 |
|
Target Corp Common Stock
(TGT)
|
0.0 |
$254k |
NEW
|
1.8k |
142.43 |
|
Vaneck Vectors Commodities Etf
(GDX)
|
0.0 |
$249k |
NEW
|
8.0k |
31.01 |
|
Lam Research Corp Common Stock
(LRCX)
|
0.0 |
$248k |
NEW
|
316.00 |
785.64 |
|
Vanguard Unit Investment
(VIG)
|
0.0 |
$242k |
+9%
|
1.4k |
170.35 |
|
Ishares Unit Investment
(IWR)
|
0.0 |
$232k |
|
3.0k |
77.73 |
|
Mastercard Inc-class A Common Stock
(MA)
|
0.0 |
$232k |
NEW
|
543.00 |
426.75 |
|
Verizon Communications Common Stock
(VZ)
|
0.0 |
$230k |
-22%
|
6.1k |
37.70 |
|
Ishares Unit Investment
(IVW)
|
0.0 |
$227k |
|
3.0k |
75.10 |
|
Philip Morris Intl Common Stock
(PM)
|
0.0 |
$223k |
NEW
|
2.4k |
94.07 |
|
Nuveen Unit Inv Tr Non
(NAC)
|
0.0 |
$211k |
-9%
|
19k |
11.09 |
|
Eaton Vance Unit Inv Tr Non
(CEV)
|
0.0 |
$207k |
|
20k |
10.34 |
|
Deutsche Telekom Ag - Foreign Stock
(DTEGY)
|
0.0 |
$204k |
NEW
|
8.4k |
24.13 |
|
Jpmorgan Unit Inv Trust
(JPST)
|
0.0 |
$201k |
-23%
|
4.0k |
50.23 |
|
Proshares Unit Inv Trust
(SJB)
|
0.0 |
$176k |
-22%
|
10k |
17.24 |
|
Biolargo Common Stock
(BLGO)
|
0.0 |
$20k |
|
118k |
0.17 |
|
Redwood Mortgage Investors Viii Common Stock
|
0.0 |
$0 |
+6%
|
41k |
0.00 |
|