Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
12.4 |
$28M |
|
540k |
50.90 |
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
11.0 |
$25M |
|
1.3M |
19.05 |
Apple
(AAPL)
|
8.1 |
$18M |
|
133k |
136.72 |
Schwab Strategic Tr Schwb Fdt Int Lg
(FNDF)
|
7.0 |
$16M |
|
552k |
28.31 |
Schwab Strategic Tr Schwab Fdt Us Sc
(FNDA)
|
6.6 |
$15M |
|
323k |
45.25 |
First Tr Exchange-traded Senior Ln Fd
(FTSL)
|
5.8 |
$13M |
|
294k |
44.10 |
Invesco Exchange Traded Fd T Ftse Rafi 1000
(PRF)
|
4.2 |
$9.3M |
|
63k |
148.20 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
3.1 |
$6.8M |
|
25k |
273.04 |
Amgen
(AMGN)
|
3.0 |
$6.7M |
|
27k |
243.29 |
Invesco Exchange Traded Fd T Ftse Rafi 1500
(PRFZ)
|
2.7 |
$6.1M |
|
40k |
153.34 |
Costco Wholesale Corporation
(COST)
|
2.6 |
$5.7M |
|
12k |
479.26 |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev
(PXF)
|
2.5 |
$5.6M |
|
140k |
39.80 |
Chevron Corporation
(CVX)
|
1.8 |
$3.9M |
|
27k |
144.77 |
Amazon
(AMZN)
|
1.7 |
$3.7M |
|
35k |
106.22 |
Pimco Equity Ser Rafi Esg Us
(RAFE)
|
1.6 |
$3.6M |
|
131k |
27.52 |
Ishares Tr Esg Awre 1 5 Yr
(SUSB)
|
1.5 |
$3.4M |
|
143k |
24.09 |
Intuitive Surgical Com New
(ISRG)
|
1.5 |
$3.3M |
|
17k |
200.70 |
Gilead Sciences
(GILD)
|
1.5 |
$3.3M |
|
53k |
61.82 |
Nike CL B
(NKE)
|
1.5 |
$3.3M |
|
32k |
102.19 |
Tesla Motors
(TSLA)
|
1.4 |
$3.2M |
|
4.8k |
673.44 |
Deere & Company
(DE)
|
1.4 |
$3.1M |
|
10k |
299.51 |
JPMorgan Chase & Co.
(JPM)
|
1.4 |
$3.0M |
|
27k |
112.59 |
Spdr Ser Tr S&p Biotech
(XBI)
|
1.4 |
$3.0M |
|
41k |
74.28 |
BlackRock
(BLK)
|
1.3 |
$2.8M |
|
4.6k |
609.01 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.3 |
$2.8M |
|
1.3k |
2179.49 |
Alphabet Cap Stk Cl C
(GOOG)
|
1.3 |
$2.8M |
|
1.3k |
2187.60 |
Starbucks Corporation
(SBUX)
|
1.2 |
$2.7M |
|
35k |
76.39 |
salesforce
(CRM)
|
1.2 |
$2.6M |
|
16k |
165.02 |
Walt Disney Company
(DIS)
|
1.1 |
$2.4M |
|
25k |
94.39 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
1.0 |
$2.3M |
|
32k |
71.91 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.8 |
$1.8M |
|
4.9k |
379.19 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.8 |
$1.7M |
|
22k |
77.67 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.7 |
$1.5M |
|
30k |
49.97 |
Microsoft Corporation
(MSFT)
|
0.5 |
$1.2M |
|
4.5k |
256.96 |
Pfizer
(PFE)
|
0.5 |
$1.1M |
|
20k |
52.45 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.4 |
$879k |
|
14k |
62.75 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.4 |
$864k |
|
26k |
32.80 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.4 |
$807k |
|
15k |
55.82 |
Boeing Company
(BA)
|
0.3 |
$697k |
|
5.1k |
136.67 |
Blackrock MuniHoldings CA Insrd Fnd
(MUC)
|
0.2 |
$542k |
|
45k |
11.96 |
Visa Com Cl A
(V)
|
0.2 |
$501k |
|
2.5k |
196.70 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$393k |
|
4.6k |
85.66 |
Ishares Msci World Etf
(URTH)
|
0.2 |
$383k |
|
3.6k |
107.01 |
Corning Incorporated
(GLW)
|
0.2 |
$372k |
|
12k |
31.54 |
Crowdstrike Hldgs Cl A
(CRWD)
|
0.1 |
$287k |
|
1.7k |
168.82 |
Kkr & Co
(KKR)
|
0.1 |
$271k |
|
5.9k |
46.21 |
Truist Financial Corp equities
(TFC)
|
0.1 |
$256k |
|
5.4k |
47.41 |
Procter & Gamble Company
(PG)
|
0.1 |
$205k |
|
1.4k |
144.06 |
Banco Santander Adr
(SAN)
|
0.0 |
$56k |
|
20k |
2.80 |