Ishares Tr Us Treas Bd Etf
(GOVT)
|
6.2 |
$21M |
|
797k |
26.60 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
5.1 |
$17M |
|
177k |
98.47 |
Ishares Tr Core S&p500 Etf
(IVV)
|
4.0 |
$14M |
|
32k |
429.92 |
Apple
(AAPL)
|
3.0 |
$10M |
|
76k |
136.96 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
3.0 |
$10M |
|
189k |
54.81 |
Ishares Tr Core Total Usd
(IUSB)
|
2.9 |
$9.8M |
|
183k |
53.49 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.7 |
$9.2M |
|
34k |
271.48 |
Ishares Tr Eafe Value Etf
(EFV)
|
2.3 |
$7.7M |
|
149k |
51.76 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
2.2 |
$7.6M |
|
71k |
107.27 |
Ishares Tr Mbs Etf
(MBB)
|
2.0 |
$6.8M |
|
63k |
108.22 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
2.0 |
$6.7M |
|
50k |
134.36 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.9 |
$6.5M |
|
57k |
112.99 |
Ishares Tr Msci Usa Value
(VLUE)
|
1.9 |
$6.4M |
|
61k |
105.06 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.9 |
$6.3M |
|
84k |
75.63 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.8 |
$6.1M |
|
39k |
154.79 |
Ishares Esg Awr Msci Em
(ESGE)
|
1.7 |
$5.7M |
|
126k |
45.15 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
1.7 |
$5.7M |
|
111k |
51.22 |
Ishares Tr Faln Angls Usd
(FALN)
|
1.6 |
$5.6M |
|
187k |
29.96 |
Merck & Co
(MRK)
|
1.6 |
$5.6M |
|
72k |
77.77 |
Aberdeen Std Precious Metals Physcl Pm Basket
(GLTR)
|
1.5 |
$5.1M |
|
52k |
96.45 |
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
1.5 |
$4.9M |
|
96k |
51.18 |
Microsoft Corporation
(MSFT)
|
1.4 |
$4.8M |
|
18k |
270.88 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
1.2 |
$4.2M |
|
84k |
50.33 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.1 |
$3.7M |
|
14k |
268.70 |
JPMorgan Chase & Co.
(JPM)
|
1.1 |
$3.7M |
|
24k |
155.54 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$3.5M |
|
1.4k |
2441.78 |
International Business Machines
(IBM)
|
1.0 |
$3.4M |
|
23k |
146.58 |
Amazon
(AMZN)
|
1.0 |
$3.3M |
|
959.00 |
3440.04 |
Pfizer
(PFE)
|
0.9 |
$2.9M |
|
74k |
39.15 |
At&t
(T)
|
0.8 |
$2.9M |
|
99k |
28.79 |
Johnson & Johnson
(JNJ)
|
0.8 |
$2.8M |
|
17k |
164.73 |
First Fndtn
(FFWM)
|
0.8 |
$2.8M |
|
124k |
22.51 |
Ishares Tr Global Tech Etf
(IXN)
|
0.8 |
$2.8M |
|
8.2k |
337.47 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.8 |
$2.7M |
|
36k |
75.55 |
Enbridge
(ENB)
|
0.8 |
$2.6M |
|
65k |
40.04 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.8 |
$2.6M |
|
24k |
107.84 |
Verizon Communications
(VZ)
|
0.8 |
$2.6M |
|
46k |
56.02 |
3M Company
(MMM)
|
0.8 |
$2.6M |
|
13k |
198.61 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.5M |
|
11k |
222.81 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
0.7 |
$2.4M |
|
53k |
46.06 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.7 |
$2.4M |
|
965.00 |
2506.74 |
Schwab Strategic Tr 5 10yr Corp Bd
(SCHI)
|
0.7 |
$2.4M |
|
46k |
52.57 |
Facebook Cl A
(META)
|
0.7 |
$2.4M |
|
6.8k |
347.72 |
Caterpillar
(CAT)
|
0.7 |
$2.2M |
|
10k |
217.67 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.6 |
$2.2M |
|
52k |
42.07 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.6 |
$2.0M |
|
27k |
74.87 |
Spdr Ser Tr Blomberg Brc Inv
(FLRN)
|
0.6 |
$2.0M |
|
65k |
30.65 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.6 |
$1.9M |
|
6.8k |
277.96 |
Intel Corporation
(INTC)
|
0.6 |
$1.9M |
|
34k |
56.14 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.6 |
$1.9M |
|
23k |
82.71 |
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.6 |
$1.9M |
|
5.2k |
361.13 |
Chevron Corporation
(CVX)
|
0.6 |
$1.9M |
|
18k |
104.73 |
Wal-Mart Stores
(WMT)
|
0.5 |
$1.8M |
|
13k |
141.06 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$1.8M |
|
4.2k |
428.13 |
Bank of America Corporation
(BAC)
|
0.5 |
$1.8M |
|
43k |
41.23 |
Ishares Tr U.s. Energy Etf
(IYE)
|
0.5 |
$1.6M |
|
56k |
29.09 |
Ishares Tr 10+ Yr Invst Grd
(IGLB)
|
0.5 |
$1.6M |
|
23k |
70.22 |
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.5 |
$1.6M |
|
9.1k |
173.43 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.5 |
$1.6M |
|
25k |
62.50 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.5 |
$1.5M |
|
47k |
32.88 |
Abbvie
(ABBV)
|
0.4 |
$1.5M |
|
13k |
112.61 |
Cisco Systems
(CSCO)
|
0.4 |
$1.4M |
|
27k |
53.01 |
Philip Morris International
(PM)
|
0.4 |
$1.4M |
|
14k |
99.11 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.4 |
$1.4M |
|
14k |
104.19 |
Walt Disney Company
(DIS)
|
0.4 |
$1.3M |
|
7.5k |
175.79 |
UnitedHealth
(UNH)
|
0.4 |
$1.3M |
|
3.2k |
400.38 |
Glacier Ban
(GBCI)
|
0.4 |
$1.3M |
|
23k |
55.09 |
Boeing Company
(BA)
|
0.4 |
$1.3M |
|
5.2k |
239.60 |
Wp Carey
(WPC)
|
0.4 |
$1.2M |
|
16k |
74.61 |
Qualcomm
(QCOM)
|
0.3 |
$1.2M |
|
8.2k |
142.87 |
salesforce
(CRM)
|
0.3 |
$1.2M |
|
4.8k |
244.17 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.3 |
$1.1M |
|
13k |
88.06 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
0.3 |
$1.1M |
|
11k |
106.32 |
Home Depot
(HD)
|
0.3 |
$1.1M |
|
3.5k |
318.89 |
Enterprise Products Partners
(EPD)
|
0.3 |
$1.1M |
|
46k |
24.13 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$1.1M |
|
13k |
83.47 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$1.1M |
|
17k |
63.08 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.3 |
$1.0M |
|
40k |
26.18 |
Starbucks Corporation
(SBUX)
|
0.3 |
$1.0M |
|
9.3k |
111.84 |
Fidelity Covington Trust Msci Info Tech I
(FTEC)
|
0.3 |
$1.0M |
|
8.7k |
117.74 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.3 |
$995k |
|
14k |
73.63 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.3 |
$991k |
|
7.5k |
132.88 |
Netflix
(NFLX)
|
0.3 |
$913k |
|
1.7k |
528.36 |
Paypal Holdings
(PYPL)
|
0.3 |
$878k |
|
3.0k |
291.50 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$862k |
|
1.1k |
800.37 |
Truist Financial Corp equities
(TFC)
|
0.3 |
$855k |
|
15k |
55.51 |
Gilead Sciences
(GILD)
|
0.2 |
$821k |
|
12k |
68.88 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.2 |
$818k |
|
16k |
52.39 |
FedEx Corporation
(FDX)
|
0.2 |
$802k |
|
2.7k |
298.36 |
Schwab Strategic Tr Intrm Trm Tres
(SCHR)
|
0.2 |
$802k |
|
14k |
56.89 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$789k |
|
2.2k |
354.29 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.2 |
$774k |
|
7.1k |
109.60 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.2 |
$760k |
|
5.9k |
127.95 |
Visa Com Cl A
(V)
|
0.2 |
$726k |
|
3.1k |
233.67 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.2 |
$723k |
|
49k |
14.68 |
McDonald's Corporation
(MCD)
|
0.2 |
$685k |
|
3.0k |
231.03 |
Select Sector Spdr Tr Energy
(XLE)
|
0.2 |
$664k |
|
12k |
53.89 |
Abbott Laboratories
(ABT)
|
0.2 |
$652k |
|
5.6k |
115.93 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$646k |
|
1.8k |
364.97 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.2 |
$642k |
|
7.8k |
82.20 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$628k |
|
5.4k |
117.12 |
Amgen
(AMGN)
|
0.2 |
$614k |
|
2.5k |
243.84 |
Procter & Gamble Company
(PG)
|
0.2 |
$603k |
|
4.5k |
135.02 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$595k |
|
1.5k |
393.26 |
Nextera Energy
(NEE)
|
0.2 |
$589k |
|
8.0k |
73.26 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$584k |
|
6.8k |
85.34 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.2 |
$538k |
|
4.1k |
130.55 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$533k |
|
4.4k |
122.33 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.2 |
$525k |
|
1.5k |
344.94 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$518k |
|
4.1k |
126.06 |
Ishares U S Etf Tr Gsci Cmdty Stgy
(COMT)
|
0.2 |
$514k |
|
15k |
34.47 |
Bloom Energy Corp Com Cl A
(BE)
|
0.1 |
$492k |
|
18k |
26.90 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.1 |
$487k |
|
9.7k |
50.12 |
Palo Alto Networks
(PANW)
|
0.1 |
$476k |
|
1.3k |
371.29 |
Ishares Tr Broad Usd High
(USHY)
|
0.1 |
$471k |
|
11k |
41.71 |
Newmont Mining Corporation
(NEM)
|
0.1 |
$451k |
|
7.1k |
63.34 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.1 |
$450k |
|
9.2k |
48.87 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$432k |
|
6.5k |
66.76 |
Ishares Tr Core Msci Total
(IXUS)
|
0.1 |
$432k |
|
5.9k |
73.38 |
EOG Resources
(EOG)
|
0.1 |
$411k |
|
4.9k |
83.45 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$405k |
|
5.6k |
72.88 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$405k |
|
1.8k |
229.72 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.1 |
$404k |
|
6.7k |
60.58 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$400k |
|
2.6k |
152.38 |
Citigroup Com New
(C)
|
0.1 |
$393k |
|
5.5k |
70.84 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$388k |
|
980.00 |
395.92 |
Fortinet
(FTNT)
|
0.1 |
$386k |
|
1.6k |
238.27 |
Regeneron Pharmaceuticals
(REGN)
|
0.1 |
$381k |
|
683.00 |
557.83 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.1 |
$372k |
|
7.2k |
51.58 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$371k |
|
6.5k |
56.99 |
Altria
(MO)
|
0.1 |
$359k |
|
7.5k |
47.70 |
Uber Technologies
(UBER)
|
0.1 |
$343k |
|
6.8k |
50.18 |
Invesco Exch Traded Fd Tr Ii Calif Amt Mun
(PWZ)
|
0.1 |
$334k |
|
12k |
28.13 |
Ishares Tr Barclays 7 10 Yr
(IEF)
|
0.1 |
$331k |
|
2.9k |
115.49 |
Paychex
(PAYX)
|
0.1 |
$322k |
|
3.0k |
107.33 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.1 |
$315k |
|
21k |
15.30 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$309k |
|
1.3k |
229.74 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$307k |
|
3.6k |
85.90 |
Ishares Tr U.s. Fin Svc Etf
(IYG)
|
0.1 |
$306k |
|
1.7k |
185.45 |
BlackRock
(BLK)
|
0.1 |
$303k |
|
346.00 |
875.72 |
Cummins
(CMI)
|
0.1 |
$302k |
|
1.2k |
243.94 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$298k |
|
4.9k |
61.12 |
Spdr Ser Tr Portfolio Intrmd
(SPIB)
|
0.1 |
$296k |
|
8.1k |
36.67 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$295k |
|
1.5k |
192.06 |
Realty Income
(O)
|
0.1 |
$275k |
|
4.1k |
66.78 |
Lowe's Companies
(LOW)
|
0.1 |
$273k |
|
1.4k |
193.62 |
Ishares Tr Global Finls Etf
(IXG)
|
0.1 |
$271k |
|
3.5k |
77.74 |
Medtronic SHS
(MDT)
|
0.1 |
$269k |
|
2.2k |
123.96 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$265k |
|
701.00 |
378.03 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$254k |
|
1.9k |
133.68 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$248k |
|
1.6k |
158.57 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$246k |
|
4.2k |
58.47 |
SYSCO Corporation
(SYY)
|
0.1 |
$245k |
|
3.2k |
77.78 |
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$245k |
|
2.1k |
116.83 |
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$240k |
|
9.9k |
24.18 |
Southern Company
(SO)
|
0.1 |
$238k |
|
3.9k |
60.41 |
Allstate Corporation
(ALL)
|
0.1 |
$230k |
|
1.8k |
130.16 |
Target Corporation
(TGT)
|
0.1 |
$228k |
|
945.00 |
241.27 |
Vanguard Bd Index Fds Long Term Bond
(BLV)
|
0.1 |
$227k |
|
2.2k |
103.18 |
Coca-Cola Company
(KO)
|
0.1 |
$226k |
|
4.2k |
54.18 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$220k |
|
2.8k |
78.97 |
Spdr Ser Tr Nuveen Blmbrg Sr
(SHM)
|
0.1 |
$218k |
|
4.4k |
49.55 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$213k |
|
5.0k |
42.60 |
Organon & Co Common Stock
(OGN)
|
0.1 |
$207k |
|
6.8k |
30.28 |
Public Service Enterprise
(PEG)
|
0.1 |
$203k |
|
3.4k |
59.71 |
Kinder Morgan
(KMI)
|
0.1 |
$198k |
|
11k |
18.27 |
General Electric Company
|
0.1 |
$174k |
|
13k |
13.47 |
America First Multifamily In Ben Unit Ctf
|
0.0 |
$76k |
|
11k |
6.73 |