Ishares Tr Us Treas Bd Etf
(GOVT)
|
6.1 |
$18M |
|
675k |
27.24 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
5.3 |
$16M |
|
184k |
86.03 |
Ishares Tr Core S&p500 Etf
(IVV)
|
5.0 |
$15M |
|
40k |
375.38 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
4.7 |
$14M |
|
103k |
138.13 |
Apple
(AAPL)
|
3.6 |
$11M |
|
81k |
132.70 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
3.6 |
$11M |
|
195k |
55.17 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
3.0 |
$9.1M |
|
38k |
241.13 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
2.9 |
$8.7M |
|
169k |
51.39 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
2.8 |
$8.4M |
|
184k |
45.44 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
2.6 |
$7.9M |
|
79k |
100.90 |
Ishares Esg Awr Msci Em
(ESGE)
|
2.2 |
$6.7M |
|
160k |
41.98 |
Aberdeen Std Precious Metals Physcl Pm Basket
(GLTR)
|
2.2 |
$6.5M |
|
66k |
98.95 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
2.0 |
$6.1M |
|
95k |
64.14 |
Ishares Tr Msci Usa Value
(VLUE)
|
1.9 |
$5.6M |
|
65k |
86.90 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.9 |
$5.6M |
|
40k |
141.18 |
Ishares Tr Mbs Etf
(MBB)
|
1.8 |
$5.5M |
|
50k |
110.14 |
Merck & Co
(MRK)
|
1.8 |
$5.4M |
|
66k |
81.80 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.6 |
$5.0M |
|
54k |
91.91 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.3 |
$4.0M |
|
17k |
229.84 |
Microsoft Corporation
(MSFT)
|
1.3 |
$3.9M |
|
18k |
222.41 |
Ishares Tr Core Msci Eafe
(IEFA)
|
1.3 |
$3.8M |
|
55k |
69.09 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
1.0 |
$3.1M |
|
42k |
73.40 |
Spdr Ser Tr Blomberg Brc Inv
(FLRN)
|
1.0 |
$3.1M |
|
101k |
30.59 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
1.0 |
$3.1M |
|
46k |
67.88 |
JPMorgan Chase & Co.
(JPM)
|
1.0 |
$3.0M |
|
24k |
127.09 |
Ishares Tr Global Tech Etf
(IXN)
|
1.0 |
$2.9M |
|
9.8k |
300.07 |
Amazon
(AMZN)
|
0.9 |
$2.9M |
|
875.00 |
3257.14 |
Johnson & Johnson
(JNJ)
|
0.9 |
$2.8M |
|
18k |
157.40 |
At&t
(T)
|
0.9 |
$2.8M |
|
97k |
28.76 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.9 |
$2.8M |
|
63k |
43.96 |
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.9 |
$2.7M |
|
8.3k |
327.34 |
Verizon Communications
(VZ)
|
0.8 |
$2.6M |
|
44k |
58.74 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.8 |
$2.5M |
|
1.4k |
1752.83 |
First Fndtn
(FFWM)
|
0.8 |
$2.4M |
|
121k |
20.00 |
Ishares Tr Barclays 7 10 Yr
(IEF)
|
0.8 |
$2.3M |
|
20k |
119.97 |
Pfizer
(PFE)
|
0.7 |
$2.2M |
|
60k |
36.81 |
3M Company
(MMM)
|
0.7 |
$2.2M |
|
13k |
174.75 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.2M |
|
11k |
194.68 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.7 |
$2.2M |
|
26k |
83.24 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.7 |
$2.1M |
|
14k |
157.75 |
Spdr Ser Tr Portfolio Intrmd
(SPIB)
|
0.7 |
$2.1M |
|
57k |
37.18 |
Wal-Mart Stores
(WMT)
|
0.7 |
$2.0M |
|
14k |
144.14 |
Caterpillar
(CAT)
|
0.7 |
$2.0M |
|
11k |
182.02 |
Enbridge
(ENB)
|
0.6 |
$1.7M |
|
55k |
32.00 |
Spdr Ser Tr Portfolio Ln Cor
(SPLB)
|
0.6 |
$1.7M |
|
52k |
33.10 |
Facebook Cl A
(META)
|
0.6 |
$1.7M |
|
6.3k |
273.09 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.6 |
$1.7M |
|
950.00 |
1751.58 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.5 |
$1.6M |
|
41k |
39.68 |
International Business Machines
(IBM)
|
0.5 |
$1.6M |
|
13k |
125.92 |
Intel Corporation
(INTC)
|
0.5 |
$1.6M |
|
32k |
49.81 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.5 |
$1.6M |
|
52k |
30.66 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.5 |
$1.5M |
|
6.6k |
231.82 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$1.5M |
|
4.0k |
373.97 |
Chevron Corporation
(CVX)
|
0.5 |
$1.5M |
|
17k |
84.43 |
Walt Disney Company
(DIS)
|
0.5 |
$1.4M |
|
7.9k |
181.18 |
Abbvie
(ABBV)
|
0.5 |
$1.4M |
|
13k |
107.11 |
Bank of America Corporation
(BAC)
|
0.4 |
$1.3M |
|
43k |
30.31 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.4 |
$1.3M |
|
15k |
87.33 |
UnitedHealth
(UNH)
|
0.4 |
$1.2M |
|
3.4k |
350.72 |
Boeing Company
(BA)
|
0.4 |
$1.2M |
|
5.5k |
214.09 |
Qualcomm
(QCOM)
|
0.4 |
$1.2M |
|
7.6k |
152.34 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.4 |
$1.2M |
|
23k |
50.15 |
Cisco Systems
(CSCO)
|
0.4 |
$1.2M |
|
26k |
44.75 |
Wp Carey
(WPC)
|
0.4 |
$1.1M |
|
16k |
70.59 |
Philip Morris International
(PM)
|
0.4 |
$1.1M |
|
13k |
82.81 |
Glacier Ban
(GBCI)
|
0.3 |
$1.1M |
|
23k |
46.00 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.3 |
$983k |
|
8.5k |
116.24 |
salesforce
(CRM)
|
0.3 |
$982k |
|
4.4k |
222.57 |
Starbucks Corporation
(SBUX)
|
0.3 |
$971k |
|
9.1k |
106.95 |
Home Depot
(HD)
|
0.3 |
$911k |
|
3.4k |
265.52 |
Netflix
(NFLX)
|
0.3 |
$794k |
|
1.5k |
540.87 |
Enterprise Products Partners
(EPD)
|
0.3 |
$761k |
|
39k |
19.58 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.3 |
$761k |
|
16k |
47.18 |
Truist Financial Corp equities
(TFC)
|
0.2 |
$738k |
|
15k |
47.92 |
Fidelity Covington Trust Msci Info Tech I
(FTEC)
|
0.2 |
$736k |
|
7.0k |
104.44 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.2 |
$725k |
|
28k |
25.81 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$706k |
|
2.3k |
313.78 |
Paypal Holdings
(PYPL)
|
0.2 |
$705k |
|
3.0k |
234.06 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$702k |
|
17k |
41.21 |
Visa Com Cl A
(V)
|
0.2 |
$695k |
|
3.2k |
218.83 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.2 |
$691k |
|
8.3k |
82.87 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.2 |
$690k |
|
49k |
14.01 |
FedEx Corporation
(FDX)
|
0.2 |
$674k |
|
2.6k |
259.43 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.2 |
$669k |
|
7.1k |
94.73 |
Gilead Sciences
(GILD)
|
0.2 |
$639k |
|
11k |
58.26 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$632k |
|
1.8k |
357.06 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$626k |
|
5.3k |
117.21 |
McDonald's Corporation
(MCD)
|
0.2 |
$623k |
|
2.9k |
214.46 |
Nextera Energy
(NEE)
|
0.2 |
$620k |
|
8.0k |
77.11 |
Procter & Gamble Company
(PG)
|
0.2 |
$619k |
|
4.5k |
139.04 |
Abbott Laboratories
(ABT)
|
0.2 |
$611k |
|
5.6k |
109.42 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$589k |
|
5.5k |
108.07 |
Amgen
(AMGN)
|
0.2 |
$579k |
|
2.5k |
229.94 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$554k |
|
1.6k |
343.46 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$536k |
|
1.0k |
521.91 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.2 |
$535k |
|
4.0k |
133.05 |
Invesco Exch Traded Fd Tr Ii Calif Amt Mun
(PWZ)
|
0.2 |
$520k |
|
19k |
27.99 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$466k |
|
4.1k |
113.41 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$462k |
|
4.4k |
106.04 |
Ishares Tr Msci Usa Sze Ft
(SIZE)
|
0.2 |
$460k |
|
4.1k |
111.22 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$454k |
|
6.3k |
71.58 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.1 |
$436k |
|
7.1k |
61.83 |
Ishares Tr U.s. Fin Svc Etf
(IYG)
|
0.1 |
$419k |
|
2.8k |
150.13 |
Palo Alto Networks
(PANW)
|
0.1 |
$402k |
|
1.1k |
355.12 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$394k |
|
1.3k |
305.90 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$393k |
|
6.3k |
62.09 |
CVS Caremark Corporation
(CVS)
|
0.1 |
$389k |
|
5.7k |
68.31 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$379k |
|
1.0k |
377.11 |
Bloom Energy Corp Com Cl A
(BE)
|
0.1 |
$375k |
|
13k |
28.64 |
Ishares Tr Broad Usd High
(USHY)
|
0.1 |
$348k |
|
8.4k |
41.28 |
BlackRock
(BLK)
|
0.1 |
$341k |
|
473.00 |
720.93 |
Uber Technologies
(UBER)
|
0.1 |
$339k |
|
6.6k |
51.06 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$315k |
|
1.9k |
169.08 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$315k |
|
3.6k |
88.14 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.1 |
$314k |
|
21k |
15.25 |
Altria
(MO)
|
0.1 |
$305k |
|
7.4k |
40.96 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$287k |
|
2.1k |
133.55 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$287k |
|
6.2k |
46.52 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$281k |
|
1.4k |
196.23 |
Cummins
(CMI)
|
0.1 |
$281k |
|
1.2k |
226.98 |
Paychex
(PAYX)
|
0.1 |
$280k |
|
3.0k |
93.33 |
EOG Resources
(EOG)
|
0.1 |
$279k |
|
5.6k |
49.96 |
Spdr Ser Tr Portfolio Ln Tsr
(SPTL)
|
0.1 |
$268k |
|
5.9k |
45.18 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$265k |
|
4.9k |
54.35 |
Allstate Corporation
(ALL)
|
0.1 |
$260k |
|
2.4k |
109.84 |
Citigroup Com New
(C)
|
0.1 |
$260k |
|
4.2k |
61.73 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.1 |
$259k |
|
5.1k |
51.00 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$256k |
|
1.9k |
134.74 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$252k |
|
1.5k |
164.06 |
Medtronic SHS
(MDT)
|
0.1 |
$248k |
|
2.1k |
116.98 |
Realty Income
(O)
|
0.1 |
$247k |
|
4.0k |
62.09 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$245k |
|
4.2k |
58.24 |
Southern Company
(SO)
|
0.1 |
$242k |
|
3.9k |
61.42 |
Fortinet
(FTNT)
|
0.1 |
$241k |
|
1.6k |
148.77 |
SYSCO Corporation
(SYY)
|
0.1 |
$234k |
|
3.2k |
74.29 |
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$227k |
|
9.2k |
24.60 |
Coca-Cola Company
(KO)
|
0.1 |
$221k |
|
4.0k |
54.96 |
Pepsi
(PEP)
|
0.1 |
$220k |
|
1.5k |
148.05 |
Spdr Ser Tr Nuveen Blmbrg Sr
(SHM)
|
0.1 |
$219k |
|
4.4k |
49.77 |
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$213k |
|
2.2k |
95.99 |
Lowe's Companies
(LOW)
|
0.1 |
$210k |
|
1.3k |
160.31 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.1 |
$204k |
|
1.8k |
115.65 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$203k |
|
5.0k |
40.60 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$203k |
|
2.8k |
72.86 |
General Electric Company
|
0.0 |
$110k |
|
10k |
10.82 |