Ishares Msci Gbl Min Vol
(ACWV)
|
17.1 |
$251M |
|
2.6M |
96.91 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
10.5 |
$154M |
|
1.1M |
142.22 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
9.3 |
$136M |
|
2.2M |
62.19 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
5.7 |
$84M |
|
594k |
141.17 |
Ishares Core Msci Emkt
(IEMG)
|
4.2 |
$61M |
|
989k |
62.04 |
Bill Com Holdings Ord
(BILL)
|
3.8 |
$55M |
|
403k |
136.50 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
3.4 |
$50M |
|
144k |
343.61 |
Ishares Tr Eafe Value Etf
(EFV)
|
3.3 |
$49M |
|
1.0M |
47.20 |
Ishares Tr National Mun Etf
(MUB)
|
3.3 |
$48M |
|
410k |
117.21 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
3.2 |
$47M |
|
528k |
88.20 |
Apple
(AAPL)
|
3.1 |
$46M |
|
346k |
132.70 |
Wisdomtree Tr Emer Mkt High Fd
(DEM)
|
2.7 |
$40M |
|
963k |
41.14 |
Ishares Tr Core S&p500 Etf
(IVV)
|
2.3 |
$34M |
|
92k |
375.34 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.8 |
$26M |
|
69k |
373.93 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
1.3 |
$19M |
|
328k |
58.36 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.1 |
$16M |
|
71k |
231.98 |
Ishares Tr Rus 1000 Etf
(IWB)
|
1.1 |
$16M |
|
74k |
211.84 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
1.0 |
$14M |
|
109k |
131.75 |
Indexiq Etf Tr Hedge Mlti Etf
(QAI)
|
0.9 |
$13M |
|
408k |
31.93 |
Facebook Cl A
(META)
|
0.9 |
$13M |
|
47k |
273.18 |
Select Sector Spdr Tr Sbi Int-finl
(XLF)
|
0.8 |
$12M |
|
396k |
29.48 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.7 |
$9.9M |
|
50k |
195.91 |
Microsoft Corporation
(MSFT)
|
0.6 |
$9.3M |
|
42k |
222.37 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.6 |
$8.6M |
|
44k |
194.68 |
Ishares Tr Modert Alloc Etf
(AOM)
|
0.5 |
$7.9M |
|
183k |
43.19 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.5 |
$7.5M |
|
110k |
67.88 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.5 |
$7.3M |
|
4.2k |
1756.87 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.4 |
$6.3M |
|
53k |
118.16 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.4 |
$6.2M |
|
125k |
50.10 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.4 |
$5.8M |
|
112k |
51.66 |
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.3 |
$5.1M |
|
14k |
353.76 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.3 |
$4.9M |
|
36k |
136.67 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.3 |
$4.6M |
|
21k |
223.49 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.3 |
$4.6M |
|
97k |
47.22 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.3 |
$4.6M |
|
50k |
90.69 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.3 |
$4.5M |
|
49k |
90.96 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.3 |
$4.1M |
|
75k |
55.18 |
Spdr Ser Tr Nuveen Bbg Brcly
(HYMB)
|
0.3 |
$4.1M |
|
70k |
59.00 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.3 |
$3.8M |
|
55k |
69.07 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$3.8M |
|
2.1k |
1753.61 |
Johnson & Johnson
(JNJ)
|
0.3 |
$3.7M |
|
24k |
157.36 |
Docusign
(DOCU)
|
0.3 |
$3.7M |
|
17k |
222.30 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.2 |
$3.5M |
|
51k |
68.35 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.2 |
$3.4M |
|
47k |
73.40 |
Walt Disney Company
(DIS)
|
0.2 |
$3.3M |
|
18k |
180.98 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$3.2M |
|
44k |
72.96 |
Procter & Gamble Company
(PG)
|
0.2 |
$3.1M |
|
22k |
139.12 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.2 |
$3.0M |
|
36k |
83.26 |
Rbc Cad
(RY)
|
0.2 |
$3.0M |
|
37k |
82.05 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$3.0M |
|
23k |
127.41 |
Pepsi
(PEP)
|
0.2 |
$2.9M |
|
20k |
148.24 |
salesforce
(CRM)
|
0.2 |
$2.9M |
|
13k |
222.59 |
Amazon
(AMZN)
|
0.2 |
$2.9M |
|
879.00 |
3258.25 |
Ishares Tr Dow Jones Us Etf
(IYY)
|
0.2 |
$2.8M |
|
30k |
94.30 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.2 |
$2.6M |
|
38k |
68.54 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.2 |
$2.6M |
|
19k |
138.15 |
Ishares Msci Emerg Mrkt
(EEMV)
|
0.2 |
$2.5M |
|
41k |
61.10 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.2 |
$2.4M |
|
7.00 |
347857.14 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.2 |
$2.3M |
|
28k |
84.98 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$2.2M |
|
12k |
194.77 |
Fidelity Merrimack Str Tr Total Bd Etf
(FBND)
|
0.2 |
$2.2M |
|
41k |
54.23 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$2.1M |
|
25k |
86.21 |
Abbott Laboratories
(ABT)
|
0.1 |
$2.1M |
|
19k |
109.66 |
Schwab Strategic Tr Schwb Fdt Emk Lg
(FNDE)
|
0.1 |
$2.0M |
|
72k |
28.25 |
Ishares Tr Msci Lw Crb Tg
(CRBN)
|
0.1 |
$2.0M |
|
14k |
148.79 |
Ishares Tr Grwt Allocat Etf
(AOR)
|
0.1 |
$2.0M |
|
38k |
52.22 |
TJX Companies
(TJX)
|
0.1 |
$1.9M |
|
29k |
68.35 |
Union Pacific Corporation
(UNP)
|
0.1 |
$1.9M |
|
9.3k |
207.88 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.1 |
$1.9M |
|
20k |
97.09 |
Qualcomm
(QCOM)
|
0.1 |
$1.9M |
|
13k |
152.04 |
Schwab Strategic Tr Schwb Fdt Int Lg
(FNDF)
|
0.1 |
$1.9M |
|
65k |
29.26 |
Align Technology
(ALGN)
|
0.1 |
$1.8M |
|
3.3k |
534.53 |
Ishares Tr Short Treas Bd
(SHV)
|
0.1 |
$1.7M |
|
15k |
110.50 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$1.7M |
|
6.9k |
241.04 |
Danaher Corporation
(DHR)
|
0.1 |
$1.7M |
|
7.4k |
222.52 |
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.1 |
$1.6M |
|
30k |
54.34 |
Elastic N V Ord Shs
(ESTC)
|
0.1 |
$1.6M |
|
11k |
146.18 |
Cincinnati Financial Corporation
(CINF)
|
0.1 |
$1.6M |
|
18k |
87.38 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.1 |
$1.4M |
|
7.9k |
175.78 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$1.4M |
|
26k |
52.28 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.1 |
$1.4M |
|
20k |
68.14 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$1.3M |
|
25k |
53.08 |
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$1.3M |
|
11k |
119.05 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$1.3M |
|
3.1k |
419.85 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$1.2M |
|
27k |
46.51 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$1.2M |
|
2.5k |
501.22 |
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$1.2M |
|
13k |
96.20 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.1 |
$1.2M |
|
14k |
82.99 |
Chevron Corporation
(CVX)
|
0.1 |
$1.2M |
|
14k |
84.47 |
3M Company
(MMM)
|
0.1 |
$1.1M |
|
6.5k |
174.46 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$1.1M |
|
12k |
91.92 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.1 |
$1.1M |
|
9.1k |
121.84 |
Vaneck Vectors Etf Tr High Yld Mun Etf
(HYD)
|
0.1 |
$1.1M |
|
18k |
61.42 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.1 |
$1.1M |
|
11k |
102.61 |
Bank of America Corporation
(BAC)
|
0.1 |
$1.1M |
|
35k |
30.35 |
Oracle Corporation
(ORCL)
|
0.1 |
$1.0M |
|
16k |
64.73 |
Merck & Co
(MRK)
|
0.1 |
$1.0M |
|
13k |
81.57 |
Paychex
(PAYX)
|
0.1 |
$1.0M |
|
11k |
93.07 |
Verizon Communications
(VZ)
|
0.1 |
$1.0M |
|
17k |
58.76 |
Lowe's Companies
(LOW)
|
0.1 |
$1.0M |
|
6.3k |
160.68 |
Box Cl A
(BOX)
|
0.1 |
$984k |
|
55k |
18.05 |
Visa Com Cl A
(V)
|
0.1 |
$979k |
|
4.5k |
218.87 |
Cisco Systems
(CSCO)
|
0.1 |
$959k |
|
21k |
44.87 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.1 |
$953k |
|
16k |
59.49 |
Spdr Index Shs Fds Msci Emrg Mkts
(QEMM)
|
0.1 |
$935k |
|
14k |
65.03 |
UnitedHealth
(UNH)
|
0.1 |
$928k |
|
2.6k |
350.59 |
Intel Corporation
(INTC)
|
0.1 |
$915k |
|
18k |
49.73 |
Pfizer
(PFE)
|
0.1 |
$906k |
|
25k |
36.85 |
Home Depot
(HD)
|
0.1 |
$901k |
|
3.4k |
265.62 |
Spdr Index Shs Fds Dj Intl Rl Etf
(RWX)
|
0.1 |
$892k |
|
26k |
34.06 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$890k |
|
12k |
71.84 |
Paypal Holdings
(PYPL)
|
0.1 |
$872k |
|
3.7k |
234.28 |
Silgan Holdings
(SLGN)
|
0.1 |
$858k |
|
23k |
37.10 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$844k |
|
13k |
64.16 |
Spdr Index Shs Fds S&p Intl Smlcp
(GWX)
|
0.1 |
$823k |
|
23k |
35.41 |
Fifth Third Ban
(FITB)
|
0.1 |
$806k |
|
29k |
27.57 |
Restaurant Brands Intl Inc Com equity / large cap
(QSR)
|
0.1 |
$799k |
|
13k |
61.12 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.1 |
$772k |
|
8.8k |
87.30 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$764k |
|
7.2k |
105.93 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$759k |
|
2.1k |
356.00 |
Jfrog Ord Shs
(FROG)
|
0.1 |
$759k |
|
12k |
62.80 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.1 |
$754k |
|
14k |
56.03 |
Charter Communications Inc N Cl A
(CHTR)
|
0.1 |
$743k |
|
1.1k |
661.62 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$741k |
|
1.6k |
465.45 |
Vaneck Vectors Etf Tr Biotech Etf
(BBH)
|
0.1 |
$740k |
|
4.4k |
170.00 |
Nike CL B
(NKE)
|
0.1 |
$737k |
|
5.2k |
141.38 |
Ishares Gold Trust Ishares
|
0.1 |
$733k |
|
40k |
18.12 |
Ishares Tr Core S&p Us Gwt
(IUSG)
|
0.0 |
$731k |
|
8.3k |
88.58 |
Ishares Tr Intl Sel Div Etf
(IDV)
|
0.0 |
$728k |
|
25k |
29.44 |
Abbvie
(ABBV)
|
0.0 |
$710k |
|
6.6k |
106.85 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.0 |
$708k |
|
2.5k |
286.64 |
Wells Fargo & Company
(WFC)
|
0.0 |
$670k |
|
22k |
30.17 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$664k |
|
2.6k |
253.24 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.0 |
$661k |
|
2.5k |
267.50 |
Coca-Cola Company
(KO)
|
0.0 |
$635k |
|
12k |
54.72 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.0 |
$633k |
|
5.5k |
116.06 |
Tesla Motors
(TSLA)
|
0.0 |
$607k |
|
860.00 |
705.81 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.0 |
$606k |
|
9.8k |
61.65 |
American Express Company
(AXP)
|
0.0 |
$573k |
|
4.7k |
121.22 |
Invesco Exchange Traded Fd T Dynmc Software
(IGPT)
|
0.0 |
$563k |
|
3.7k |
153.83 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.0 |
$543k |
|
2.1k |
260.68 |
McDonald's Corporation
(MCD)
|
0.0 |
$532k |
|
2.5k |
214.52 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$521k |
|
2.9k |
178.12 |
Wal-Mart Stores
(WMT)
|
0.0 |
$517k |
|
3.6k |
144.13 |
International Business Machines
(IBM)
|
0.0 |
$496k |
|
3.9k |
126.79 |
Nextera Energy
(NEE)
|
0.0 |
$485k |
|
6.3k |
77.03 |
Amgen
(AMGN)
|
0.0 |
$473k |
|
2.1k |
230.17 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$461k |
|
7.2k |
63.85 |
Cloudflare Cl A Com
(NET)
|
0.0 |
$456k |
|
6.0k |
75.95 |
Huntington Bancshares Incorporated
(HBAN)
|
0.0 |
$452k |
|
36k |
12.63 |
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.0 |
$443k |
|
1.4k |
326.94 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.0 |
$443k |
|
4.8k |
92.66 |
Caterpillar
(CAT)
|
0.0 |
$440k |
|
2.4k |
181.29 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$422k |
|
6.8k |
61.84 |
Truist Financial Corp equities
(TFC)
|
0.0 |
$415k |
|
8.7k |
47.93 |
At&t
(T)
|
0.0 |
$400k |
|
14k |
28.72 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$390k |
|
1.2k |
313.76 |
Exxon Mobil Corporation
(XOM)
|
0.0 |
$383k |
|
9.3k |
41.09 |
FedEx Corporation
(FDX)
|
0.0 |
$379k |
|
1.5k |
259.77 |
Boeing Company
(BA)
|
0.0 |
$362k |
|
1.7k |
213.44 |
Kinder Morgan
(KMI)
|
0.0 |
$348k |
|
25k |
13.69 |
Honeywell International
(HON)
|
0.0 |
$340k |
|
1.6k |
213.03 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.0 |
$336k |
|
6.3k |
53.05 |
Vanguard World Fds Materials Etf
(VAW)
|
0.0 |
$331k |
|
2.1k |
156.87 |
Flexshares Tr Us Quality Cap
(QLC)
|
0.0 |
$330k |
|
8.0k |
41.13 |
Ecolab
(ECL)
|
0.0 |
$327k |
|
1.5k |
216.99 |
Target Corporation
(TGT)
|
0.0 |
$327k |
|
1.9k |
176.38 |
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.0 |
$326k |
|
2.0k |
161.39 |
Realty Income
(O)
|
0.0 |
$322k |
|
5.2k |
61.99 |
Costco Wholesale Corporation
(COST)
|
0.0 |
$317k |
|
840.00 |
377.38 |
Ishares Em Mkts Div Etf
(DVYE)
|
0.0 |
$309k |
|
8.3k |
37.29 |
Select Sector Spdr Tr Technology
(XLK)
|
0.0 |
$305k |
|
2.3k |
130.18 |
Guardant Health
(GH)
|
0.0 |
$294k |
|
2.3k |
128.67 |
Sempra Energy
(SRE)
|
0.0 |
$287k |
|
2.3k |
126.94 |
Brookfield Renewable Partner Partnership Unit
(BEP)
|
0.0 |
$286k |
|
6.6k |
43.10 |
Broadcom
(AVGO)
|
0.0 |
$284k |
|
650.00 |
436.92 |
Applied Materials
(AMAT)
|
0.0 |
$282k |
|
3.3k |
86.21 |
Starbucks Corporation
(SBUX)
|
0.0 |
$280k |
|
2.6k |
107.20 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.0 |
$269k |
|
1.6k |
171.56 |
Spdr Ser Tr BLMBRG BRC CNVRT
(CWB)
|
0.0 |
$269k |
|
3.3k |
82.72 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.0 |
$265k |
|
3.0k |
89.41 |
Novartis Sponsored Adr
(NVS)
|
0.0 |
$257k |
|
2.7k |
94.10 |
Duke Energy Corp Com New
(DUK)
|
0.0 |
$255k |
|
2.8k |
92.16 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.0 |
$252k |
|
2.0k |
127.47 |
Workday Cl A
(WDAY)
|
0.0 |
$252k |
|
1.1k |
239.77 |
Clorox Company
(CLX)
|
0.0 |
$248k |
|
1.2k |
201.79 |
Becton, Dickinson and
(BDX)
|
0.0 |
$247k |
|
983.00 |
251.27 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.0 |
$245k |
|
1.1k |
230.48 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.0 |
$238k |
|
7.8k |
30.71 |
Capital One Financial
(COF)
|
0.0 |
$236k |
|
2.4k |
99.08 |
Analog Devices
(ADI)
|
0.0 |
$231k |
|
1.6k |
147.42 |
United Parcel Service CL B
(UPS)
|
0.0 |
$230k |
|
1.4k |
167.15 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.0 |
$220k |
|
721.00 |
305.13 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.0 |
$219k |
|
2.2k |
100.97 |
Marathon Petroleum Corp
(MPC)
|
0.0 |
$219k |
|
5.3k |
41.27 |
Dominion Resources
(D)
|
0.0 |
$212k |
|
2.8k |
74.99 |
General Electric Company
|
0.0 |
$193k |
|
18k |
10.74 |
Nokia Corp Sponsored Adr
(NOK)
|
0.0 |
$78k |
|
20k |
3.90 |
Marathon Oil Corporation
(MRO)
|
0.0 |
$75k |
|
11k |
6.68 |