Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
11.1 |
$27M |
|
496k |
53.44 |
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
10.3 |
$25M |
|
1.2M |
19.85 |
Apple
(AAPL)
|
7.3 |
$17M |
|
134k |
129.93 |
Matthews Asia Fds Asia Innov Activ
(MINV)
|
6.7 |
$16M |
|
655k |
24.29 |
Schwab Strategic Tr Schwb Fdt Int Lg
(FNDF)
|
6.6 |
$16M |
|
536k |
29.07 |
Schwab Strategic Tr Schwab Fdt Us Sc
(FNDA)
|
5.7 |
$14M |
|
292k |
46.72 |
Invesco Exchange Traded Fd T Ftse Rafi 1000
(PRF)
|
4.8 |
$11M |
|
73k |
155.15 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
3.1 |
$7.3M |
|
24k |
308.90 |
Invesco Exchange Traded Fd T Ftse Rafi 1500
(PRFZ)
|
3.0 |
$7.2M |
|
46k |
158.41 |
Amgen
(AMGN)
|
2.9 |
$6.9M |
|
26k |
262.64 |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev
(PXF)
|
2.5 |
$6.0M |
|
144k |
41.54 |
Costco Wholesale Corporation
(COST)
|
2.1 |
$4.9M |
|
11k |
456.51 |
Chevron Corporation
(CVX)
|
1.9 |
$4.5M |
|
25k |
179.49 |
Intuitive Surgical Com New
(ISRG)
|
1.8 |
$4.2M |
|
16k |
265.35 |
Deere & Company
(DE)
|
1.8 |
$4.2M |
|
9.9k |
428.76 |
Gilead Sciences
(GILD)
|
1.8 |
$4.2M |
|
49k |
85.85 |
JPMorgan Chase & Co.
(JPM)
|
1.6 |
$3.7M |
|
28k |
134.10 |
Pimco Equity Ser Rafi Esg Us
(RAFE)
|
1.5 |
$3.6M |
|
129k |
27.92 |
Nike CL B
(NKE)
|
1.4 |
$3.4M |
|
29k |
117.01 |
Spdr Ser Tr S&p Biotech
(XBI)
|
1.4 |
$3.4M |
|
41k |
83.00 |
Starbucks Corporation
(SBUX)
|
1.4 |
$3.2M |
|
33k |
99.20 |
BlackRock
(BLK)
|
1.3 |
$3.0M |
|
4.3k |
708.63 |
Ishares Tr Esg Awre 1 5 Yr
(SUSB)
|
1.3 |
$3.0M |
|
127k |
23.77 |
Amazon
(AMZN)
|
1.2 |
$2.9M |
|
34k |
84.00 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
1.0 |
$2.3M |
|
32k |
71.79 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$2.3M |
|
26k |
88.23 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.9 |
$2.2M |
|
25k |
88.73 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.8 |
$2.0M |
|
5.1k |
384.23 |
Ishares Msci World Etf
(URTH)
|
0.8 |
$1.8M |
|
17k |
109.25 |
salesforce
(CRM)
|
0.8 |
$1.8M |
|
14k |
132.59 |
Walt Disney Company
(DIS)
|
0.7 |
$1.8M |
|
20k |
86.88 |
Tesla Motors
(TSLA)
|
0.7 |
$1.8M |
|
14k |
123.18 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.7 |
$1.7M |
|
23k |
74.32 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.7 |
$1.6M |
|
32k |
50.14 |
Capital Group Gbl Growth Eqt Shs Creation Uni
(CGGO)
|
0.7 |
$1.6M |
|
74k |
21.01 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.5 |
$1.2M |
|
8.7k |
135.24 |
Microsoft Corporation
(MSFT)
|
0.4 |
$1.1M |
|
4.4k |
239.83 |
Ishares Tr Msci Ac Asia Etf
(AAXJ)
|
0.4 |
$1.0M |
|
16k |
64.79 |
Boeing Company
(BA)
|
0.4 |
$972k |
|
5.1k |
190.49 |
Pfizer
(PFE)
|
0.4 |
$958k |
|
19k |
51.24 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.4 |
$953k |
|
15k |
65.61 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.4 |
$867k |
|
25k |
34.18 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.4 |
$851k |
|
5.4k |
158.80 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$848k |
|
9.0k |
94.64 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.3 |
$795k |
|
15k |
51.79 |
Flexshares Tr Stox Gbl Esg Slt
(ESGG)
|
0.3 |
$633k |
|
5.2k |
121.28 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.3 |
$618k |
|
7.2k |
86.19 |
Procore Technologies
(PCOR)
|
0.2 |
$570k |
|
12k |
47.18 |
Visa Com Cl A
(V)
|
0.2 |
$529k |
|
2.5k |
207.76 |
Spdr Index Shs Fds Asia Pacif Etf
(GMF)
|
0.2 |
$512k |
|
5.3k |
96.02 |
Appfolio Com Cl A
(APPF)
|
0.2 |
$430k |
|
4.1k |
105.38 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$386k |
|
3.5k |
110.30 |
Corning Incorporated
(GLW)
|
0.2 |
$377k |
|
12k |
31.94 |
Sap Se Spon Adr
(SAP)
|
0.1 |
$351k |
|
3.4k |
103.19 |
Invesco Exchange Traded Fd T Dynmc Media
(GGME)
|
0.1 |
$291k |
|
9.1k |
32.11 |
Unified Ser Tr Ballast Smlmd Cp
(MGMT)
|
0.1 |
$282k |
|
8.9k |
31.76 |
Kkr & Co
(KKR)
|
0.1 |
$272k |
|
5.9k |
46.42 |
Blackrock MuniHoldings CA Insrd Fnd
(MUC)
|
0.1 |
$272k |
|
25k |
10.74 |
IDEXX Laboratories
(IDXX)
|
0.1 |
$229k |
|
561.00 |
407.96 |
Invesco Van Kampen Cal Val Mun Inc Trust
(VCV)
|
0.1 |
$213k |
|
23k |
9.48 |
Shockwave Med
(SWAV)
|
0.1 |
$206k |
|
1.0k |
205.61 |
Ishares Tr Msci Gbl Sus Dev
(SDG)
|
0.1 |
$204k |
|
2.6k |
78.91 |
Johnson & Johnson
(JNJ)
|
0.1 |
$203k |
|
1.1k |
176.65 |
Banco Santander Adr
(SAN)
|
0.0 |
$59k |
|
20k |
2.95 |