Ishares Tr Core S&p500 Etf
(IVV)
|
9.4 |
$70M |
|
147k |
477.63 |
|
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
4.5 |
$34M |
|
340k |
98.59 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
3.1 |
$23M |
+21%
|
49k |
475.31 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
3.0 |
$23M |
+2%
|
226k |
100.27 |
|
Ishares Tr Mbs Etf
(MBB)
|
2.9 |
$22M |
-24%
|
230k |
94.08 |
|
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
2.3 |
$17M |
+11%
|
212k |
81.55 |
|
Ishares Core Msci Emkt
(IEMG)
|
2.3 |
$17M |
|
336k |
50.58 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
2.2 |
$16M |
-3%
|
154k |
105.23 |
|
Apple
(AAPL)
|
2.1 |
$16M |
+7%
|
84k |
192.53 |
|
Ishares Tr Cmbs Etf
(CMBS)
|
2.1 |
$16M |
|
336k |
46.79 |
|
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
1.9 |
$14M |
+21%
|
226k |
61.53 |
|
Nuveen Muni Value Fund
(NUV)
|
1.8 |
$14M |
+27%
|
1.6M |
8.60 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
1.8 |
$13M |
|
51k |
262.26 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.6 |
$12M |
-6%
|
172k |
70.35 |
|
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
1.5 |
$12M |
|
347k |
33.25 |
|
Ishares Tr Core S&p Us Vlu
(IUSV)
|
1.5 |
$12M |
-4%
|
136k |
84.33 |
|
Nuveen Mun Value Fd 2
(NUW)
|
1.5 |
$11M |
+15%
|
821k |
13.63 |
|
Ishares Tr 20+ Year Tr Bd
(TLTW)
|
1.4 |
$11M |
|
386k |
27.47 |
|
Doubleline Etf Trust Mortgage Etf
(DMBS)
|
1.4 |
$10M |
NEW
|
210k |
49.49 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
1.4 |
$10M |
+2%
|
181k |
56.40 |
|
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
1.3 |
$10M |
|
485k |
20.71 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
1.3 |
$9.6M |
+21%
|
165k |
58.33 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.3 |
$9.4M |
-9%
|
87k |
108.25 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.2 |
$9.0M |
+9%
|
38k |
237.22 |
|
Vanguard Index Fds Value Etf
(VTV)
|
1.1 |
$8.6M |
-3%
|
57k |
149.50 |
|
Wisdomtree Tr Emg Mkts Smcap
(DGS)
|
1.1 |
$8.3M |
+6%
|
167k |
49.92 |
|
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
1.0 |
$7.8M |
|
220k |
35.41 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
1.0 |
$7.8M |
|
162k |
47.90 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.0 |
$7.5M |
+5%
|
182k |
41.10 |
|
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.9 |
$7.0M |
+8%
|
200k |
34.89 |
|
Nuveen NY Municipal Value
(NNY)
|
0.9 |
$6.4M |
+35%
|
778k |
8.28 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.8 |
$6.4M |
|
18k |
356.66 |
|
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd
(BAB)
|
0.8 |
$6.3M |
-14%
|
235k |
26.91 |
|
Western Asset Municipal Hgh Incm Fnd
(MHF)
|
0.8 |
$6.2M |
+29%
|
959k |
6.42 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.8 |
$5.9M |
|
33k |
179.97 |
|
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.8 |
$5.7M |
-7%
|
50k |
115.03 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.8 |
$5.7M |
-2%
|
33k |
173.89 |
|
Progressive Corporation
(PGR)
|
0.7 |
$5.6M |
|
35k |
159.28 |
|
Dimensional Etf Trust Short Duration F
(DFSD)
|
0.7 |
$5.6M |
|
118k |
47.01 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.7 |
$5.4M |
+22%
|
69k |
77.37 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.7 |
$5.1M |
+4%
|
23k |
218.15 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.7 |
$4.9M |
|
169k |
29.23 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.7 |
$4.9M |
-15%
|
93k |
52.20 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.6 |
$4.4M |
-6%
|
68k |
64.93 |
|
Vaneck Etf Trust Long Muni Etf
(MLN)
|
0.6 |
$4.4M |
-14%
|
243k |
18.25 |
|
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.6 |
$4.4M |
|
12k |
376.87 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.6 |
$4.3M |
-2%
|
89k |
48.45 |
|
Nuveen Div. Advantage Muni. Fund
(NAD)
|
0.6 |
$4.2M |
-5%
|
364k |
11.45 |
|
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.6 |
$4.2M |
+41%
|
122k |
34.01 |
|
American Centy Etf Tr Avantis Emgmkt
(AVEM)
|
0.5 |
$4.0M |
+12%
|
71k |
56.39 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.5 |
$4.0M |
+24%
|
78k |
51.05 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.5 |
$3.9M |
-10%
|
82k |
47.24 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
0.5 |
$3.8M |
+6%
|
133k |
28.64 |
|
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
0.5 |
$3.7M |
+12%
|
41k |
89.80 |
|
Nuveen Insured Tax-Free Adv Munici
(NEA)
|
0.5 |
$3.7M |
-3%
|
332k |
11.00 |
|
Invesco Exch Traded Fd Tr Ii Natl Amt Muni
(PZA)
|
0.5 |
$3.5M |
-17%
|
145k |
24.18 |
|
Spdr Index Shs Fds S&p Emktsc Etf
(EWX)
|
0.5 |
$3.4M |
|
61k |
56.46 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
0.4 |
$3.3M |
-2%
|
139k |
24.11 |
|
Nuveen Select Mat Mun Sh Ben Int
(NIM)
|
0.4 |
$3.3M |
+40%
|
376k |
8.82 |
|
Microsoft Corporation
(MSFT)
|
0.4 |
$3.3M |
-3%
|
8.8k |
376.05 |
|
American Centy Etf Tr International Lr
(AVIV)
|
0.4 |
$3.1M |
+4%
|
61k |
51.48 |
|
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
0.4 |
$3.1M |
-10%
|
37k |
83.31 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.4 |
$3.1M |
+4%
|
56k |
55.67 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.4 |
$3.0M |
+3%
|
80k |
36.96 |
|
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.4 |
$2.9M |
-2%
|
29k |
103.07 |
|
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.4 |
$2.9M |
|
57k |
51.83 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.4 |
$2.8M |
|
50k |
56.14 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.3 |
$2.6M |
-42%
|
24k |
108.41 |
|
Dimensional Etf Trust Us High Profitab
(DUHP)
|
0.3 |
$2.4M |
+3%
|
85k |
28.61 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.3 |
$2.4M |
+5%
|
96k |
24.79 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$2.3M |
|
11k |
213.34 |
|
Wstrn Ast Clymr Infltn Lkd Opts & Inc
(WIW)
|
0.3 |
$2.3M |
-5%
|
264k |
8.67 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.3 |
$2.3M |
|
5.2k |
436.84 |
|
American Centy Etf Tr Emerging Mkt Val
(AVES)
|
0.3 |
$2.2M |
+6%
|
48k |
45.97 |
|
American Centy Etf Tr Intl Smcp Vlu
(AVDV)
|
0.3 |
$1.9M |
+9%
|
31k |
62.49 |
|
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun
(PZT)
|
0.3 |
$1.9M |
-17%
|
83k |
23.12 |
|
Ishares Tr S&p 100 Etf
(OEF)
|
0.3 |
$1.9M |
|
8.5k |
223.39 |
|
Ishares Tr Short Treas Bd
(SHV)
|
0.2 |
$1.9M |
+21%
|
17k |
110.13 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.2 |
$1.8M |
|
17k |
102.88 |
|
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.2 |
$1.7M |
+931%
|
41k |
42.18 |
|
Dimensional Etf Trust Intl High Profit
(DIHP)
|
0.2 |
$1.7M |
-9%
|
66k |
25.66 |
|
American Centy Etf Tr Intl Eqt Etf
(AVDE)
|
0.2 |
$1.7M |
+6%
|
28k |
60.43 |
|
Dimensional Etf Trust Internatnal Val
(DFIV)
|
0.2 |
$1.6M |
+16%
|
46k |
34.36 |
|
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.2 |
$1.5M |
+156%
|
28k |
55.90 |
|
Spdr Ser Tr Nuveen Blmbrg Mu
(TFI)
|
0.2 |
$1.5M |
-18%
|
32k |
47.00 |
|
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$1.5M |
-4%
|
8.6k |
170.09 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.2 |
$1.4M |
|
20k |
70.10 |
|
Eli Lilly & Co.
(LLY)
|
0.2 |
$1.4M |
+38%
|
2.3k |
582.89 |
|
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.2 |
$1.3M |
+18%
|
22k |
59.62 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$1.3M |
+2%
|
17k |
75.35 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$1.3M |
+47%
|
4.6k |
277.15 |
|
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.2 |
$1.3M |
-23%
|
8.6k |
147.14 |
|
Dimensional Etf Trust Us Small Cap Val
(DFSV)
|
0.2 |
$1.2M |
+22%
|
43k |
29.12 |
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
0.2 |
$1.2M |
-40%
|
26k |
46.36 |
|
Tesla Motors
(TSLA)
|
0.2 |
$1.2M |
-5%
|
4.8k |
248.48 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.2 |
$1.2M |
|
19k |
61.90 |
|
J P Morgan Exchange Traded F Short Dura Core
(JSCP)
|
0.2 |
$1.2M |
-2%
|
25k |
46.55 |
|
Costco Wholesale Corporation
(COST)
|
0.2 |
$1.2M |
-2%
|
1.8k |
660.08 |
|
Nuveen N Y Select Tax Free I Sh Ben Int
(NXN)
|
0.2 |
$1.1M |
|
97k |
11.75 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$1.1M |
-3%
|
5.7k |
200.72 |
|
Vaneck Etf Trust High Yld Munietf
(HYD)
|
0.2 |
$1.1M |
-38%
|
22k |
51.63 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.1 |
$1.1M |
+8%
|
19k |
59.32 |
|
Ishares Tr Invt Grd Corp Bd
(LQDW)
|
0.1 |
$1.1M |
-21%
|
37k |
29.66 |
|
Spdr Ser Tr Nuveen Bloomberg
(HYMB)
|
0.1 |
$1.1M |
+35%
|
43k |
25.30 |
|
American Centy Etf Tr Us Large Cap Vlu
(AVLV)
|
0.1 |
$1.1M |
+10%
|
19k |
57.76 |
|
Nuveen Ny Divid Advntg Mun F
(NAN)
|
0.1 |
$1.1M |
-16%
|
99k |
11.04 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.1 |
$1.1M |
+3%
|
13k |
85.06 |
|
Nuveen Municipal Credit Com Sh Ben Int
(NZF)
|
0.1 |
$1.0M |
|
88k |
11.82 |
|
Western Asset Intm Muni Fd I
(SBI)
|
0.1 |
$1.0M |
-27%
|
132k |
7.70 |
|
Wisdomtree Tr Intl Smcap Div
(DLS)
|
0.1 |
$1.0M |
|
16k |
63.85 |
|
BlackRock MuniYield New York Insured Fnd
(MYN)
|
0.1 |
$1.0M |
+74%
|
97k |
10.33 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.1 |
$964k |
|
24k |
40.21 |
|
Ishares Msci Emerg Mrkt
(EEMV)
|
0.1 |
$954k |
|
17k |
55.59 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.1 |
$950k |
|
16k |
57.96 |
|
Nuveen California Muni Vlu F Com Stk
(NCA)
|
0.1 |
$943k |
-14%
|
105k |
8.96 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.1 |
$901k |
+69%
|
10k |
88.36 |
|
Fidelity Covington Trust Msci Rl Est Etf
(FREL)
|
0.1 |
$859k |
-33%
|
32k |
26.65 |
|
Home Depot
(HD)
|
0.1 |
$855k |
-26%
|
2.5k |
346.55 |
|
Pepsi
(PEP)
|
0.1 |
$847k |
|
5.0k |
169.85 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$829k |
|
2.0k |
409.52 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.1 |
$809k |
+10%
|
5.8k |
139.69 |
|
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
0.1 |
$799k |
-22%
|
33k |
24.42 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$777k |
|
2.6k |
303.17 |
|
Dimensional Etf Trust Emerging Mkts Hi
(DEHP)
|
0.1 |
$769k |
+3%
|
32k |
24.25 |
|
Ishares Jp Morgan Em Etf
(LEMB)
|
0.1 |
$736k |
-9%
|
20k |
36.72 |
|
Spdr Ser Tr Portfolio Ln Tsr
(SPTL)
|
0.1 |
$723k |
NEW
|
25k |
29.02 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$706k |
|
4.8k |
146.55 |
|
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
0.1 |
$684k |
+28%
|
14k |
49.72 |
|
Nuveen Ins Ny Tx Fr Adv Mun
(NRK)
|
0.1 |
$684k |
-28%
|
65k |
10.53 |
|
Blackrock Mun Target Term Tr Com Shs Ben In
(BTT)
|
0.1 |
$672k |
+176%
|
32k |
20.80 |
|
Goldman Sachs
(GS)
|
0.1 |
$667k |
-10%
|
1.7k |
385.77 |
|
Bath & Body Works In
(BBWI)
|
0.1 |
$662k |
|
15k |
43.16 |
|
Union Pacific Corporation
(UNP)
|
0.1 |
$649k |
-4%
|
2.6k |
245.62 |
|
Morgan Stanley Emerging Markets Domestic
(EDD)
|
0.1 |
$644k |
-73%
|
138k |
4.66 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$625k |
-3%
|
4.4k |
140.93 |
|
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.1 |
$616k |
-26%
|
6.2k |
98.88 |
|
Amazon
(AMZN)
|
0.1 |
$587k |
-4%
|
3.9k |
151.94 |
|
American Centy Etf Tr Avantis Us Small
(AVSC)
|
0.1 |
$571k |
+5%
|
11k |
51.06 |
|
Cisco Systems
(CSCO)
|
0.1 |
$549k |
|
11k |
50.52 |
|
Spdr Ser Tr Bloomberg Emergi
(EBND)
|
0.1 |
$541k |
-24%
|
26k |
21.24 |
|
Ishares Tr 0-5yr Invt Gr Cp
(SLQD)
|
0.1 |
$535k |
-7%
|
11k |
49.20 |
|
Dimensional Etf Trust Intl Small Cap V
(DISV)
|
0.1 |
$524k |
|
20k |
25.79 |
|
Western Asst High Incm Opprtnty Fnd
(HIO)
|
0.1 |
$503k |
-21%
|
130k |
3.86 |
|
DNP Select Income Fund
(DNP)
|
0.1 |
$501k |
-9%
|
59k |
8.48 |
|
Dimensional Etf Trust Calif Mun Bd Etf
(DFCA)
|
0.1 |
$499k |
+47%
|
9.8k |
50.74 |
|
Heico Corp Cl A
(HEI.A)
|
0.1 |
$485k |
|
3.4k |
142.45 |
|
Ishares Tr Micro-cap Etf
(IWC)
|
0.1 |
$476k |
|
4.1k |
116.03 |
|
Johnson & Johnson
(JNJ)
|
0.1 |
$467k |
-7%
|
3.0k |
156.74 |
|
Ishares Tr Gl Timb Fore Etf
(WOOD)
|
0.1 |
$462k |
|
5.7k |
81.30 |
|
Chevron Corporation
(CVX)
|
0.1 |
$459k |
-29%
|
3.1k |
149.15 |
|
Colgate-Palmolive Company
(CL)
|
0.1 |
$450k |
|
5.6k |
79.70 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$438k |
+4%
|
1.2k |
350.91 |
|
Dimensional Etf Trust Emerging Mkts Va
(DFEV)
|
0.1 |
$433k |
-4%
|
17k |
25.20 |
|
International Business Machines
(IBM)
|
0.1 |
$425k |
|
2.6k |
163.57 |
|
Stryker Corporation
(SYK)
|
0.1 |
$424k |
|
1.4k |
299.38 |
|
Merck & Co
(MRK)
|
0.1 |
$411k |
|
3.8k |
109.03 |
|
Blackrock MuniHoldings CA Insrd Fnd
(MUC)
|
0.1 |
$396k |
+12%
|
36k |
11.13 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$390k |
|
1.1k |
353.96 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$388k |
-2%
|
2.3k |
165.25 |
|
Spdr Index Shs Fds Msci Emr Mkt Etf
(EEMX)
|
0.1 |
$387k |
|
13k |
30.80 |
|
Nuveen Insd Dividend Advantage
(NVG)
|
0.1 |
$385k |
+18%
|
33k |
11.82 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$383k |
|
3.8k |
99.98 |
|
Caterpillar
(CAT)
|
0.0 |
$371k |
|
1.3k |
295.69 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.0 |
$368k |
+2%
|
4.8k |
77.02 |
|
Western Asset Income Fund
(PAI)
|
0.0 |
$366k |
+47%
|
30k |
12.04 |
|
Ssga Active Etf Tr Blackstone Senr
(SRLN)
|
0.0 |
$357k |
|
8.5k |
41.93 |
|
Vaneck Etf Trust Shrt Hgh Yld Mun
(SHYD)
|
0.0 |
$353k |
-38%
|
16k |
22.13 |
|
McDonald's Corporation
(MCD)
|
0.0 |
$347k |
|
1.2k |
296.62 |
|
Nuveen CA Dividend Advantage Muni. Fund
(NAC)
|
0.0 |
$346k |
-20%
|
31k |
11.09 |
|
Emerson Electric
(EMR)
|
0.0 |
$346k |
|
3.6k |
97.32 |
|
Dimensional Etf Trust Us Sustainabilty
(DFSU)
|
0.0 |
$337k |
|
11k |
31.13 |
|
NVIDIA Corporation
(NVDA)
|
0.0 |
$320k |
+146%
|
645.00 |
495.56 |
|
T. Rowe Price
(TROW)
|
0.0 |
$317k |
+4%
|
2.9k |
107.69 |
|
Dimensional Etf Trust Emerging Mkts Co
(DFEM)
|
0.0 |
$309k |
|
12k |
24.96 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.0 |
$296k |
-14%
|
1.7k |
170.40 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.0 |
$286k |
-35%
|
5.5k |
52.33 |
|
American Centy Etf Tr Avantis Core Fi
(AVIG)
|
0.0 |
$275k |
+3%
|
6.6k |
41.83 |
|
Ishares Tr Esg Msci Usa Etf
(USXF)
|
0.0 |
$272k |
|
6.8k |
39.82 |
|
Dimensional Etf Trust Us Large Cap Val
(DFLV)
|
0.0 |
$272k |
|
10k |
27.05 |
|
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.0 |
$271k |
|
5.3k |
51.04 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.0 |
$268k |
|
1.7k |
157.80 |
|
Parker-Hannifin Corporation
(PH)
|
0.0 |
$266k |
|
578.00 |
460.65 |
|
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.0 |
$264k |
|
3.4k |
77.73 |
|
Ssga Active Etf Tr Spdr Tr Tactic
(TOTL)
|
0.0 |
$261k |
-19%
|
6.5k |
40.25 |
|
Dimensional Etf Trust Us Real Estate E
(DFAR)
|
0.0 |
$258k |
+17%
|
11k |
22.74 |
|
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$254k |
+4%
|
5.8k |
43.85 |
|
UnitedHealth
(UNH)
|
0.0 |
$254k |
+34%
|
483.00 |
526.47 |
|
Visa Com Cl A
(V)
|
0.0 |
$254k |
+23%
|
976.00 |
260.35 |
|
Dimensional Etf Trust Core Fixed Incom
(DFCF)
|
0.0 |
$247k |
+16%
|
5.8k |
42.40 |
|
Mettler-Toledo International
(MTD)
|
0.0 |
$243k |
|
200.00 |
1212.96 |
|
American Centy Etf Tr Avantis Responsi
(AVSD)
|
0.0 |
$243k |
|
4.5k |
53.88 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$236k |
-2%
|
3.1k |
75.10 |
|
Boeing Company
(BA)
|
0.0 |
$228k |
|
875.00 |
260.66 |
|
Intel Corporation
(INTC)
|
0.0 |
$228k |
|
4.5k |
50.25 |
|
Dimensional Etf Trust Inflation Prote
(DFIP)
|
0.0 |
$228k |
-6%
|
5.5k |
41.28 |
|
American Express Company
(AXP)
|
0.0 |
$220k |
-9%
|
1.2k |
187.34 |
|
American Centy Etf Tr Avantis Respon U
(AVSU)
|
0.0 |
$220k |
|
3.9k |
56.19 |
|
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
0.0 |
$218k |
|
6.1k |
35.91 |
|
Spdr Ser Tr Spdr S&p 500 Etf
(SPYX)
|
0.0 |
$217k |
|
5.6k |
38.81 |
|
Ishares Tr New York Mun Etf
(NYF)
|
0.0 |
$216k |
-9%
|
4.0k |
54.10 |
|
Ishares Esg Awr Msci Em
(ESGE)
|
0.0 |
$210k |
+7%
|
6.6k |
32.06 |
|
Nuveen Nj Div Advantage Mun
(NXJ)
|
0.0 |
$198k |
+9%
|
17k |
11.78 |
|
Walt Disney Company
(DIS)
|
0.0 |
$196k |
|
2.2k |
90.30 |
|
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.0 |
$194k |
-40%
|
1.9k |
104.92 |
|
Honeywell International
(HON)
|
0.0 |
$194k |
+26%
|
925.00 |
209.63 |
|
Yum! Brands
(YUM)
|
0.0 |
$194k |
|
1.5k |
130.65 |
|
CVS Caremark Corporation
(CVS)
|
0.0 |
$190k |
|
2.4k |
78.97 |
|
American Centy Etf Tr Core Muni Fxd In
(AVMU)
|
0.0 |
$188k |
|
4.0k |
46.88 |
|
Kinder Morgan
(KMI)
|
0.0 |
$187k |
|
11k |
17.64 |
|
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.0 |
$187k |
+2%
|
3.4k |
55.28 |
|
Texas Instruments Incorporated
(TXN)
|
0.0 |
$185k |
+32%
|
1.1k |
170.46 |
|
Travelers Companies
(TRV)
|
0.0 |
$184k |
|
964.00 |
190.41 |
|
Netflix
(NFLX)
|
0.0 |
$183k |
|
376.00 |
486.88 |
|
ConocoPhillips
(COP)
|
0.0 |
$182k |
|
1.6k |
116.07 |
|
Discover Financial Services
(DFS)
|
0.0 |
$181k |
|
1.6k |
112.37 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.0 |
$178k |
-9%
|
2.3k |
78.03 |
|
Empire St Rlty Op Unit Ltd Prtnsp
(ESBA)
|
0.0 |
$178k |
|
19k |
9.40 |
|
Lennar Corp Cl A
(LEN)
|
0.0 |
$177k |
|
1.2k |
149.04 |
|
American Centy Etf Tr Avantis Shfxdinc
(AVSF)
|
0.0 |
$176k |
|
3.8k |
46.41 |
|
Mondelez Intl Cl A
(MDLZ)
|
0.0 |
$176k |
|
2.4k |
72.42 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$174k |
-3%
|
558.00 |
310.88 |
|
Verizon Communications
(VZ)
|
0.0 |
$173k |
+9%
|
4.6k |
37.70 |
|
Broadcom
(AVGO)
|
0.0 |
$172k |
+492%
|
154.00 |
1116.25 |
|
Mueller Industries
(MLI)
|
0.0 |
$172k |
+100%
|
3.6k |
47.15 |
|
Adobe Systems Incorporated
(ADBE)
|
0.0 |
$171k |
+155%
|
286.00 |
596.60 |
|
Ross Stores
(ROST)
|
0.0 |
$170k |
|
1.2k |
138.39 |
|
American Centy Etf Tr Real Estate Etf
(AVRE)
|
0.0 |
$170k |
|
3.9k |
43.31 |
|
Axsome Therapeutics
(AXSM)
|
0.0 |
$170k |
|
2.1k |
79.59 |
|
Ameriprise Financial
(AMP)
|
0.0 |
$167k |
|
440.00 |
379.96 |
|
Moderna
(MRNA)
|
0.0 |
$166k |
|
1.7k |
99.45 |
|
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.0 |
$166k |
|
3.9k |
42.58 |
|
Ishares Tr 7-10 Yr Trsy Bd
(IEF)
|
0.0 |
$165k |
-5%
|
1.7k |
96.39 |
|
Abbott Laboratories
(ABT)
|
0.0 |
$165k |
+24%
|
1.5k |
110.07 |
|
Ishares Tr Esg Aware Msci
(ESML)
|
0.0 |
$163k |
+2%
|
4.3k |
38.01 |
|
Abbvie
(ABBV)
|
0.0 |
$160k |
-10%
|
1.0k |
154.97 |
|
Air Products & Chemicals
(APD)
|
0.0 |
$152k |
|
554.00 |
273.80 |
|
Vanguard World Fds Utilities Etf
(VPU)
|
0.0 |
$151k |
|
1.1k |
137.07 |
|
Ishares Tr Hdg Msci Eafe
(HEFA)
|
0.0 |
$150k |
|
4.8k |
31.51 |
|
Invesco Actively Managed Etf Var Rate Invt
(VRIG)
|
0.0 |
$149k |
|
6.0k |
24.99 |
|
Ishares Tr Gnma Bond Etf
(GNMA)
|
0.0 |
$147k |
+14%
|
3.3k |
44.25 |
|
Nushares Etf Tr Nuveen Esg Emrgn
(NUEM)
|
0.0 |
$147k |
|
5.4k |
26.95 |
|
Ishares Em Mkt Sm-cp Etf
(EEMS)
|
0.0 |
$146k |
|
2.5k |
57.81 |
|
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.0 |
$146k |
|
885.00 |
164.42 |
|
Raytheon Technologies Corp
(RTX)
|
0.0 |
$144k |
-2%
|
1.7k |
84.13 |
|
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.0 |
$144k |
+87%
|
297.00 |
484.00 |
|
S&p Global
(SPGI)
|
0.0 |
$138k |
|
314.00 |
440.52 |
|
At&t
(T)
|
0.0 |
$133k |
-24%
|
7.9k |
16.78 |
|
Regeneron Pharmaceuticals
(REGN)
|
0.0 |
$132k |
|
150.00 |
878.29 |
|
Gartner
(IT)
|
0.0 |
$131k |
|
291.00 |
451.11 |
|
Fidelity Covington Trust Msci Matls Index
(FMAT)
|
0.0 |
$130k |
-23%
|
2.7k |
48.74 |
|