Vanguard Index Fds Total Stk Mkt
(VTI)
|
13.5 |
$22M |
|
92k |
241.44 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
5.8 |
$9.6M |
|
85k |
113.02 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
4.8 |
$8.0M |
|
49k |
163.74 |
Vanguard Index Fds Growth Etf
(VUG)
|
4.4 |
$7.2M |
|
23k |
320.90 |
Vanguard Index Fds Value Etf
(VTV)
|
4.1 |
$6.7M |
|
46k |
147.11 |
Apple
(AAPL)
|
3.5 |
$5.8M |
|
33k |
177.57 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
2.9 |
$4.9M |
|
60k |
80.43 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
2.9 |
$4.8M |
|
59k |
80.84 |
Microsoft Corporation
(MSFT)
|
2.5 |
$4.1M |
|
12k |
336.29 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
2.5 |
$4.1M |
|
35k |
116.00 |
Ishares Tr National Mun Etf
(MUB)
|
2.2 |
$3.6M |
|
31k |
116.29 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.1 |
$3.4M |
|
70k |
49.45 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
2.1 |
$3.4M |
|
19k |
178.84 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
2.0 |
$3.3M |
|
13k |
254.61 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
2.0 |
$3.2M |
|
32k |
102.40 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
1.8 |
$3.1M |
|
42k |
73.21 |
Procter & Gamble Company
(PG)
|
1.8 |
$3.0M |
|
18k |
163.57 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
1.5 |
$2.4M |
|
8.6k |
281.87 |
Amazon
(AMZN)
|
1.5 |
$2.4M |
|
725.00 |
3333.79 |
Tesla Motors
(TSLA)
|
1.4 |
$2.3M |
|
2.2k |
1056.54 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
1.4 |
$2.3M |
|
15k |
150.34 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
1.3 |
$2.1M |
|
42k |
51.06 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
1.3 |
$2.1M |
|
19k |
107.37 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
1.2 |
$2.0M |
|
68k |
29.62 |
JPMorgan Chase & Co.
(JPM)
|
1.1 |
$1.8M |
|
11k |
158.32 |
NVIDIA Corporation
(NVDA)
|
1.0 |
$1.6M |
|
5.4k |
294.03 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.9 |
$1.6M |
|
25k |
63.60 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.9 |
$1.4M |
|
3.3k |
436.66 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.8 |
$1.4M |
|
18k |
74.63 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.7 |
$1.2M |
|
425.00 |
2896.47 |
Vaneck Etf Trust High Yld Munietf
(HYD)
|
0.7 |
$1.2M |
|
19k |
62.41 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.7 |
$1.2M |
|
10k |
113.81 |
The Trade Desk Com Cl A
(TTD)
|
0.7 |
$1.2M |
|
13k |
91.63 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.7 |
$1.2M |
|
2.4k |
477.40 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.7 |
$1.1M |
|
390.00 |
2892.31 |
Meta Platforms Cl A
(META)
|
0.7 |
$1.1M |
|
3.3k |
336.36 |
Shopify Cl A
(SHOP)
|
0.6 |
$1.0M |
|
746.00 |
1376.68 |
Johnson & Johnson
(JNJ)
|
0.6 |
$958k |
|
5.6k |
171.16 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.6 |
$925k |
|
4.1k |
225.94 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.6 |
$920k |
|
3.6k |
254.78 |
Bank of America Corporation
(BAC)
|
0.5 |
$825k |
|
19k |
44.52 |
CSX Corporation
(CSX)
|
0.5 |
$809k |
|
22k |
37.58 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.5 |
$794k |
|
2.7k |
298.72 |
Huntington Bancshares Incorporated
(HBAN)
|
0.5 |
$779k |
|
51k |
15.42 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.5 |
$759k |
|
9.4k |
80.94 |
Schwab Strategic Tr 1000 Index Etf
(SCHK)
|
0.4 |
$718k |
|
15k |
46.57 |
Pepsi
(PEP)
|
0.4 |
$706k |
|
4.1k |
173.81 |
Costco Wholesale Corporation
(COST)
|
0.4 |
$697k |
|
1.2k |
567.59 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.4 |
$697k |
|
6.2k |
112.08 |
Exxon Mobil Corporation
(XOM)
|
0.4 |
$690k |
|
11k |
61.18 |
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
0.4 |
$671k |
|
7.3k |
91.44 |
Home Depot
(HD)
|
0.4 |
$666k |
|
1.6k |
414.95 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.4 |
$653k |
|
1.4k |
475.60 |
UnitedHealth
(UNH)
|
0.4 |
$648k |
|
1.3k |
501.55 |
Agilon Health
(AGL)
|
0.4 |
$611k |
|
23k |
27.01 |
Visa Com Cl A
(V)
|
0.4 |
$603k |
|
2.8k |
216.44 |
Norfolk Southern
(NSC)
|
0.3 |
$553k |
|
1.9k |
297.79 |
Nextera Energy
(NEE)
|
0.3 |
$531k |
|
5.7k |
93.31 |
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
0.3 |
$527k |
|
6.2k |
84.77 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$501k |
|
5.9k |
84.80 |
Ishares Core Msci Emkt
(IEMG)
|
0.3 |
$486k |
|
8.1k |
59.87 |
Pfizer
(PFE)
|
0.3 |
$481k |
|
8.1k |
59.03 |
salesforce
(CRM)
|
0.3 |
$462k |
|
1.8k |
254.13 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.3 |
$459k |
|
6.0k |
76.69 |
Wal-Mart Stores
(WMT)
|
0.3 |
$456k |
|
3.2k |
144.53 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.3 |
$455k |
|
1.1k |
414.39 |
Roku Com Cl A
(ROKU)
|
0.3 |
$452k |
|
2.0k |
228.28 |
Spdr Ser Tr S&p 400 Mdcp Val
(MDYV)
|
0.3 |
$450k |
|
6.3k |
71.08 |
Mastercard Incorporated Cl A
(MA)
|
0.3 |
$441k |
|
1.2k |
359.41 |
Abbott Laboratories
(ABT)
|
0.3 |
$440k |
|
3.1k |
140.62 |
McDonald's Corporation
(MCD)
|
0.3 |
$438k |
|
1.6k |
268.55 |
Thermo Fisher Scientific
(TMO)
|
0.3 |
$436k |
|
653.00 |
667.69 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.3 |
$426k |
|
4.9k |
87.56 |
Cisco Systems
(CSCO)
|
0.3 |
$417k |
|
6.6k |
63.35 |
Anthem
(ELV)
|
0.3 |
$415k |
|
895.00 |
463.69 |
Netflix
(NFLX)
|
0.2 |
$413k |
|
685.00 |
602.92 |
Prologis
(PLD)
|
0.2 |
$408k |
|
2.4k |
168.04 |
Advanced Micro Devices
(AMD)
|
0.2 |
$408k |
|
2.8k |
143.92 |
Spdr Ser Tr S&P 600 SMCP GRW
(SLYG)
|
0.2 |
$407k |
|
4.4k |
92.69 |
Schwab Strategic Tr Schwb Fdt Int Lg
(FNDF)
|
0.2 |
$380k |
|
12k |
32.48 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$380k |
|
670.00 |
567.16 |
Broadcom
(AVGO)
|
0.2 |
$379k |
|
569.00 |
666.08 |
Abbvie
(ABBV)
|
0.2 |
$379k |
|
2.8k |
135.31 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$370k |
|
6.7k |
54.97 |
Oracle Corporation
(ORCL)
|
0.2 |
$354k |
|
4.1k |
87.21 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$348k |
|
1.3k |
276.19 |
Comcast Corp Cl A
(CMCSA)
|
0.2 |
$317k |
|
6.3k |
50.42 |
Coca-Cola Company
(KO)
|
0.2 |
$315k |
|
5.3k |
59.26 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.2 |
$313k |
|
8.1k |
38.80 |
Digitalocean Hldgs
(DOCN)
|
0.2 |
$309k |
|
3.8k |
80.34 |
Central Garden & Pet Cl A Non-vtg
(CENTA)
|
0.2 |
$305k |
|
6.4k |
47.85 |
Crowdstrike Hldgs Cl A
(CRWD)
|
0.2 |
$287k |
|
1.4k |
204.85 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.2 |
$285k |
|
3.4k |
82.97 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$275k |
|
2.1k |
129.11 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$268k |
|
1.2k |
222.41 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.2 |
$261k |
|
2.4k |
109.11 |
At&t
(T)
|
0.2 |
$256k |
|
10k |
24.61 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.2 |
$250k |
|
4.8k |
52.63 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.1 |
$247k |
|
1.8k |
134.24 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$246k |
|
4.4k |
56.06 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.1 |
$239k |
|
2.7k |
87.80 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.1 |
$238k |
|
3.5k |
68.67 |
Wendy's/arby's Group
(WEN)
|
0.1 |
$238k |
|
10k |
23.85 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.1 |
$234k |
|
1.4k |
166.31 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$224k |
|
2.0k |
114.29 |
Central Garden & Pet
(CENT)
|
0.1 |
$200k |
|
3.8k |
52.67 |
Sorrento Therapeutics Com New
(SRNEQ)
|
0.0 |
$50k |
|
11k |
4.67 |