Ishares Tr Us Treas Bd Etf
(GOVT)
|
6.1 |
$21M |
|
777k |
26.53 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
5.3 |
$18M |
|
181k |
98.46 |
Ishares Tr Core S&p500 Etf
(IVV)
|
4.0 |
$14M |
|
32k |
430.83 |
Apple
(AAPL)
|
3.2 |
$11M |
|
76k |
141.50 |
Ishares Tr Core Total Usd
(IUSB)
|
3.2 |
$11M |
|
203k |
53.24 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
2.9 |
$10M |
|
183k |
54.64 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.7 |
$9.2M |
|
34k |
274.04 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
2.4 |
$8.0M |
|
75k |
106.47 |
Ishares Tr Eafe Value Etf
(EFV)
|
2.3 |
$7.8M |
|
153k |
50.85 |
Ishares Tr Mbs Etf
(MBB)
|
2.1 |
$7.2M |
|
66k |
108.15 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.8 |
$6.2M |
|
84k |
74.24 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.8 |
$6.2M |
|
57k |
109.19 |
Ishares Tr Faln Angls Usd
(FALN)
|
1.8 |
$6.1M |
|
203k |
30.11 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.8 |
$6.0M |
|
39k |
153.60 |
Ishares Tr Msci Usa Value
(VLUE)
|
1.8 |
$6.0M |
|
60k |
100.70 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
1.7 |
$5.9M |
|
44k |
133.03 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
1.7 |
$5.7M |
|
111k |
51.19 |
Merck & Co
(MRK)
|
1.6 |
$5.5M |
|
74k |
75.11 |
Microsoft Corporation
(MSFT)
|
1.5 |
$5.1M |
|
18k |
281.95 |
Ishares Esg Awr Msci Em
(ESGE)
|
1.5 |
$5.0M |
|
122k |
41.44 |
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
1.5 |
$5.0M |
|
98k |
51.06 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
1.3 |
$4.4M |
|
87k |
50.47 |
Aberdeen Std Precious Metals Physcl Pm Basket
(GLTR)
|
1.3 |
$4.2M |
|
49k |
86.46 |
JPMorgan Chase & Co.
(JPM)
|
1.1 |
$3.8M |
|
24k |
163.68 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.1 |
$3.6M |
|
1.4k |
2673.54 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.0 |
$3.5M |
|
13k |
263.09 |
International Business Machines
(IBM)
|
1.0 |
$3.3M |
|
24k |
138.94 |
Amazon
(AMZN)
|
1.0 |
$3.3M |
|
990.00 |
3284.85 |
First Fndtn
(FFWM)
|
0.9 |
$3.2M |
|
122k |
26.30 |
Pfizer
(PFE)
|
0.9 |
$3.1M |
|
72k |
43.02 |
Ishares Tr Global Tech Etf
(IXN)
|
0.8 |
$2.8M |
|
50k |
56.65 |
Johnson & Johnson
(JNJ)
|
0.8 |
$2.8M |
|
17k |
161.48 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.8 |
$2.8M |
|
26k |
107.56 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.8 |
$2.7M |
|
36k |
75.35 |
Enbridge
(ENB)
|
0.8 |
$2.6M |
|
65k |
39.81 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.8 |
$2.6M |
|
965.00 |
2665.28 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.5M |
|
11k |
222.10 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
0.7 |
$2.4M |
|
52k |
45.71 |
Facebook Cl A
(META)
|
0.7 |
$2.3M |
|
6.7k |
339.41 |
Verizon Communications
(VZ)
|
0.7 |
$2.3M |
|
42k |
54.01 |
3M Company
(MMM)
|
0.7 |
$2.3M |
|
13k |
175.40 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.6 |
$2.1M |
|
34k |
62.59 |
Chevron Corporation
(CVX)
|
0.6 |
$2.1M |
|
20k |
101.46 |
Schwab Strategic Tr 5 10yr Corp Bd
(SCHI)
|
0.6 |
$2.0M |
|
38k |
52.19 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.6 |
$2.0M |
|
27k |
74.25 |
Caterpillar
(CAT)
|
0.6 |
$1.9M |
|
10k |
192.00 |
Spdr Ser Tr Blomberg Brc Inv
(FLRN)
|
0.6 |
$1.9M |
|
61k |
30.65 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.6 |
$1.9M |
|
6.8k |
272.99 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.5 |
$1.8M |
|
49k |
37.32 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.5 |
$1.8M |
|
22k |
82.39 |
Intel Corporation
(INTC)
|
0.5 |
$1.8M |
|
34k |
53.27 |
Wal-Mart Stores
(WMT)
|
0.5 |
$1.8M |
|
13k |
139.37 |
Bank of America Corporation
(BAC)
|
0.5 |
$1.8M |
|
43k |
42.45 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$1.8M |
|
4.1k |
429.23 |
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.5 |
$1.7M |
|
27k |
62.78 |
At&t
(T)
|
0.5 |
$1.7M |
|
63k |
27.02 |
Ishares Tr U.s. Energy Etf
(IYE)
|
0.5 |
$1.6M |
|
57k |
28.26 |
Exxon Mobil Corporation
(XOM)
|
0.5 |
$1.6M |
|
27k |
58.81 |
Cisco Systems
(CSCO)
|
0.4 |
$1.5M |
|
27k |
54.41 |
Abbvie
(ABBV)
|
0.4 |
$1.4M |
|
13k |
107.84 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.4 |
$1.4M |
|
47k |
30.48 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.4 |
$1.4M |
|
14k |
100.08 |
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.4 |
$1.4M |
|
7.9k |
175.56 |
Philip Morris International
(PM)
|
0.4 |
$1.3M |
|
14k |
94.81 |
salesforce
(CRM)
|
0.4 |
$1.3M |
|
4.8k |
271.14 |
Walt Disney Company
(DIS)
|
0.4 |
$1.3M |
|
7.6k |
169.14 |
Glacier Ban
(GBCI)
|
0.4 |
$1.3M |
|
23k |
55.35 |
Ishares Tr 10+ Yr Invst Grd
(IGLB)
|
0.4 |
$1.3M |
|
18k |
69.27 |
Boeing Company
(BA)
|
0.4 |
$1.2M |
|
5.7k |
219.93 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.4 |
$1.2M |
|
9.7k |
127.69 |
UnitedHealth
(UNH)
|
0.4 |
$1.2M |
|
3.2k |
390.86 |
Ishares U S Etf Tr Gsci Cmdty Stgy
(COMT)
|
0.4 |
$1.2M |
|
34k |
35.83 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
0.4 |
$1.2M |
|
11k |
105.64 |
Wp Carey
(WPC)
|
0.4 |
$1.2M |
|
16k |
73.06 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.3 |
$1.2M |
|
45k |
25.77 |
Home Depot
(HD)
|
0.3 |
$1.1M |
|
3.5k |
328.17 |
Netflix
(NFLX)
|
0.3 |
$1.1M |
|
1.8k |
610.50 |
Qualcomm
(QCOM)
|
0.3 |
$1.1M |
|
8.5k |
129.00 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$1.1M |
|
13k |
84.89 |
Starbucks Corporation
(SBUX)
|
0.3 |
$1.0M |
|
9.3k |
110.33 |
Schwab Strategic Tr Intrm Trm Tres
(SCHR)
|
0.3 |
$1.0M |
|
18k |
56.70 |
Enterprise Products Partners
(EPD)
|
0.3 |
$973k |
|
45k |
21.65 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.3 |
$971k |
|
7.4k |
131.77 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.3 |
$970k |
|
11k |
87.51 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$904k |
|
4.4k |
207.15 |
Truist Financial Corp equities
(TFC)
|
0.3 |
$903k |
|
15k |
58.63 |
Fidelity Covington Trust Msci Info Tech I
(FTEC)
|
0.3 |
$877k |
|
7.4k |
118.63 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.2 |
$840k |
|
8.1k |
104.19 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.2 |
$821k |
|
16k |
52.58 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.2 |
$819k |
|
11k |
73.53 |
Gilead Sciences
(GILD)
|
0.2 |
$798k |
|
11k |
69.88 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$797k |
|
2.2k |
357.88 |
Paypal Holdings
(PYPL)
|
0.2 |
$784k |
|
3.0k |
260.29 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.2 |
$768k |
|
49k |
15.59 |
McDonald's Corporation
(MCD)
|
0.2 |
$715k |
|
3.0k |
241.15 |
Visa Com Cl A
(V)
|
0.2 |
$692k |
|
3.1k |
222.72 |
Select Sector Spdr Tr Energy
(XLE)
|
0.2 |
$673k |
|
13k |
52.10 |
Procter & Gamble Company
(PG)
|
0.2 |
$664k |
|
4.7k |
139.85 |
Abbott Laboratories
(ABT)
|
0.2 |
$664k |
|
5.6k |
118.07 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.2 |
$640k |
|
7.8k |
81.95 |
Palo Alto Networks
(PANW)
|
0.2 |
$639k |
|
1.3k |
479.37 |
Nextera Energy
(NEE)
|
0.2 |
$631k |
|
8.0k |
78.48 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$623k |
|
5.4k |
116.19 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$611k |
|
1.8k |
347.75 |
Ishares Tr Global Finls Etf
(IXG)
|
0.2 |
$609k |
|
7.8k |
78.45 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$597k |
|
1.5k |
394.58 |
FedEx Corporation
(FDX)
|
0.2 |
$589k |
|
2.7k |
219.37 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$582k |
|
6.8k |
85.95 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.2 |
$536k |
|
4.1k |
130.07 |
Amgen
(AMGN)
|
0.2 |
$524k |
|
2.5k |
212.75 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$523k |
|
4.1k |
127.28 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$512k |
|
4.4k |
117.51 |
BlackRock
(BLK)
|
0.1 |
$504k |
|
601.00 |
838.60 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$498k |
|
5.8k |
85.51 |
Fortinet
(FTNT)
|
0.1 |
$480k |
|
1.6k |
291.79 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$470k |
|
1.4k |
338.13 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$462k |
|
1.0k |
449.85 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.1 |
$420k |
|
9.2k |
45.61 |
Ishares Tr Core Msci Total
(IXUS)
|
0.1 |
$418k |
|
5.9k |
71.00 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$407k |
|
1.8k |
230.86 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$405k |
|
5.6k |
72.88 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.1 |
$401k |
|
6.7k |
60.13 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$400k |
|
2.6k |
152.38 |
Newmont Mining Corporation
(NEM)
|
0.1 |
$394k |
|
7.3k |
54.24 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.1 |
$393k |
|
7.8k |
50.18 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$387k |
|
6.5k |
59.45 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.1 |
$387k |
|
7.7k |
50.49 |
Citigroup Com New
(C)
|
0.1 |
$381k |
|
5.4k |
70.11 |
Regeneron Pharmaceuticals
(REGN)
|
0.1 |
$376k |
|
621.00 |
605.48 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$375k |
|
6.3k |
59.24 |
Ishares Tr Broad Usd High
(USHY)
|
0.1 |
$371k |
|
8.9k |
41.50 |
Bloom Energy Corp Com Cl A
(BE)
|
0.1 |
$363k |
|
19k |
18.73 |
Altria
(MO)
|
0.1 |
$343k |
|
7.5k |
45.58 |
Lowe's Companies
(LOW)
|
0.1 |
$337k |
|
1.7k |
203.01 |
Paychex
(PAYX)
|
0.1 |
$337k |
|
3.0k |
112.33 |
Invesco Exch Traded Fd Tr Ii Calif Amt Mun
(PWZ)
|
0.1 |
$330k |
|
12k |
27.79 |
Ishares Tr Barclays 7 10 Yr
(IEF)
|
0.1 |
$317k |
|
2.8k |
115.11 |
Ishares Tr U.s. Fin Svc Etf
(IYG)
|
0.1 |
$310k |
|
1.7k |
187.88 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$308k |
|
4.9k |
63.17 |
Uber Technologies
(UBER)
|
0.1 |
$306k |
|
6.8k |
44.77 |
Cummins
(CMI)
|
0.1 |
$300k |
|
1.3k |
224.22 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.1 |
$299k |
|
20k |
15.02 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$295k |
|
1.5k |
192.06 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$294k |
|
1.3k |
218.59 |
Medtronic SHS
(MDT)
|
0.1 |
$272k |
|
2.2k |
125.35 |
Realty Income
(O)
|
0.1 |
$267k |
|
4.1k |
64.84 |
Vanguard World Fds Utilities Etf
(VPU)
|
0.1 |
$262k |
|
1.9k |
139.36 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$252k |
|
1.9k |
132.63 |
Vanguard Bd Index Fds Long Term Bond
(BLV)
|
0.1 |
$251k |
|
2.5k |
102.45 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.1 |
$251k |
|
2.3k |
110.14 |
SYSCO Corporation
(SYY)
|
0.1 |
$247k |
|
3.2k |
78.41 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$245k |
|
1.6k |
156.65 |
Southern Company
(SO)
|
0.1 |
$244k |
|
3.9k |
61.93 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$243k |
|
4.2k |
57.76 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$242k |
|
701.00 |
345.22 |
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$241k |
|
2.1k |
114.93 |
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.1 |
$229k |
|
1.6k |
146.79 |
Allstate Corporation
(ALL)
|
0.1 |
$225k |
|
1.8k |
127.33 |
Spdr Ser Tr Portfolio Intrmd
(SPIB)
|
0.1 |
$224k |
|
6.1k |
36.49 |
Coca-Cola Company
(KO)
|
0.1 |
$219k |
|
4.2k |
52.51 |
Spdr Ser Tr Nuveen Blmbrg Sr
(SHM)
|
0.1 |
$217k |
|
4.4k |
49.32 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$217k |
|
2.8k |
77.89 |
Hewlett Packard Enterprise
(HPE)
|
0.1 |
$210k |
|
15k |
14.22 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.1 |
$209k |
|
2.1k |
101.41 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$209k |
|
366.00 |
571.04 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$209k |
|
5.0k |
41.80 |
Public Service Enterprise
(PEG)
|
0.1 |
$207k |
|
3.4k |
60.88 |
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$204k |
|
9.9k |
20.55 |
General Dynamics Corporation
(GD)
|
0.1 |
$201k |
|
1.0k |
196.10 |
Kla Corp Com New
(KLAC)
|
0.1 |
$201k |
|
600.00 |
335.00 |
America First Multifamily In Ben Unit Ctf
|
0.0 |
$67k |
|
11k |
5.93 |