Ishares Tr Esg Awr Msci Usa
(ESGU)
|
6.1 |
$22M |
|
202k |
107.90 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
5.4 |
$20M |
|
730k |
26.68 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
4.5 |
$16M |
|
291k |
55.83 |
Apple
(AAPL)
|
3.7 |
$13M |
|
75k |
177.57 |
Ishares Tr Core Total Usd
(IUSB)
|
3.1 |
$11M |
|
209k |
52.93 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
2.9 |
$11M |
|
96k |
110.30 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
2.8 |
$10M |
|
163k |
62.89 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.8 |
$10M |
|
33k |
305.60 |
Ishares Tr Faln Angls Usd
(FALN)
|
2.6 |
$9.5M |
|
316k |
29.97 |
Ishares Tr Eafe Value Etf
(EFV)
|
2.3 |
$8.3M |
|
164k |
50.39 |
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
2.3 |
$8.1M |
|
160k |
50.55 |
Ishares Tr Mbs Etf
(MBB)
|
2.2 |
$7.9M |
|
73k |
107.43 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.9 |
$6.7M |
|
84k |
80.83 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.8 |
$6.7M |
|
39k |
171.74 |
Microsoft Corporation
(MSFT)
|
1.7 |
$6.1M |
|
18k |
336.30 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
1.6 |
$5.9M |
|
116k |
50.85 |
Merck & Co
(MRK)
|
1.6 |
$5.8M |
|
75k |
76.64 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.6 |
$5.7M |
|
12k |
476.97 |
Ishares Tr Msci Usa Value
(VLUE)
|
1.5 |
$5.5M |
|
50k |
109.46 |
Pfizer
(PFE)
|
1.2 |
$4.2M |
|
70k |
59.05 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.1 |
$4.1M |
|
36k |
114.52 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.1 |
$3.9M |
|
1.3k |
2897.15 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.1 |
$3.8M |
|
13k |
283.10 |
Aberdeen Std Precious Metals Physcl Pm Basket
(GLTR)
|
1.0 |
$3.7M |
|
41k |
89.45 |
JPMorgan Chase & Co.
(JPM)
|
1.0 |
$3.7M |
|
23k |
158.33 |
International Business Machines
(IBM)
|
1.0 |
$3.5M |
|
26k |
133.65 |
Amazon
(AMZN)
|
1.0 |
$3.5M |
|
1.0k |
3334.62 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.9 |
$3.4M |
|
63k |
53.88 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.9 |
$3.4M |
|
33k |
102.39 |
Johnson & Johnson
(JNJ)
|
0.8 |
$2.9M |
|
17k |
171.05 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.8 |
$2.9M |
|
27k |
107.38 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.8 |
$2.8M |
|
77k |
36.85 |
First Fndtn
(FFWM)
|
0.8 |
$2.8M |
|
112k |
24.86 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.8 |
$2.7M |
|
944.00 |
2894.07 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.7 |
$2.6M |
|
34k |
76.78 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.5M |
|
11k |
241.42 |
Enbridge
(ENB)
|
0.7 |
$2.5M |
|
64k |
39.08 |
Chevron Corporation
(CVX)
|
0.7 |
$2.5M |
|
21k |
117.36 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.6 |
$2.3M |
|
18k |
132.53 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
0.6 |
$2.3M |
|
51k |
45.31 |
3M Company
(MMM)
|
0.6 |
$2.2M |
|
12k |
177.64 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.6 |
$2.1M |
|
19k |
114.81 |
Ishares U S Etf Tr Gsci Cmdty Stgy
(COMT)
|
0.6 |
$2.1M |
|
69k |
30.89 |
Meta Platforms Cl A
(META)
|
0.6 |
$2.1M |
|
6.2k |
336.32 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.6 |
$2.1M |
|
53k |
39.74 |
Caterpillar
(CAT)
|
0.6 |
$2.1M |
|
10k |
206.77 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.6 |
$2.0M |
|
6.8k |
299.02 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.5 |
$1.9M |
|
26k |
74.63 |
Wal-Mart Stores
(WMT)
|
0.5 |
$1.9M |
|
13k |
144.70 |
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.5 |
$1.9M |
|
13k |
148.38 |
Ishares Tr Global Finls Etf
(IXG)
|
0.5 |
$1.9M |
|
24k |
80.05 |
Bank of America Corporation
(BAC)
|
0.5 |
$1.9M |
|
43k |
44.50 |
Select Sector Spdr Tr Energy
(XLE)
|
0.5 |
$1.9M |
|
34k |
55.51 |
Spdr Ser Tr Bloomberg Invt
(FLRN)
|
0.5 |
$1.8M |
|
60k |
30.60 |
Exxon Mobil Corporation
(XOM)
|
0.5 |
$1.8M |
|
29k |
61.19 |
Intel Corporation
(INTC)
|
0.5 |
$1.8M |
|
34k |
51.50 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.5 |
$1.7M |
|
22k |
81.28 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.5 |
$1.7M |
|
67k |
25.76 |
Abbvie
(ABBV)
|
0.5 |
$1.7M |
|
13k |
135.41 |
Cisco Systems
(CSCO)
|
0.5 |
$1.7M |
|
27k |
63.35 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.5 |
$1.7M |
|
21k |
80.92 |
Qualcomm
(QCOM)
|
0.4 |
$1.6M |
|
8.7k |
182.82 |
UnitedHealth
(UNH)
|
0.4 |
$1.6M |
|
3.1k |
502.24 |
Verizon Communications
(VZ)
|
0.4 |
$1.5M |
|
29k |
51.96 |
Home Depot
(HD)
|
0.4 |
$1.4M |
|
3.5k |
414.97 |
Ishares Tr Global Tech Etf
(IXN)
|
0.4 |
$1.3M |
|
21k |
64.40 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.4 |
$1.3M |
|
45k |
29.61 |
Philip Morris International
(PM)
|
0.4 |
$1.3M |
|
14k |
95.02 |
Wp Carey
(WPC)
|
0.4 |
$1.3M |
|
16k |
82.06 |
Glacier Ban
(GBCI)
|
0.4 |
$1.3M |
|
23k |
56.68 |
CVS Caremark Corporation
(CVS)
|
0.4 |
$1.3M |
|
12k |
103.16 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$1.2M |
|
4.2k |
294.05 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
0.3 |
$1.2M |
|
12k |
105.91 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.3 |
$1.2M |
|
23k |
51.41 |
salesforce
(CRM)
|
0.3 |
$1.1M |
|
4.4k |
254.12 |
Walt Disney Company
(DIS)
|
0.3 |
$1.1M |
|
7.1k |
154.94 |
Netflix
(NFLX)
|
0.3 |
$1.1M |
|
1.8k |
602.43 |
Enterprise Products Partners
(EPD)
|
0.3 |
$1.1M |
|
50k |
21.96 |
Schwab Strategic Tr Intrm Trm Tres
(SCHR)
|
0.3 |
$1.1M |
|
19k |
56.13 |
Starbucks Corporation
(SBUX)
|
0.3 |
$1.1M |
|
9.3k |
117.01 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.3 |
$1.1M |
|
7.4k |
145.61 |
Truist Financial Corp equities
(TFC)
|
0.3 |
$1.0M |
|
17k |
58.58 |
At&t
(T)
|
0.3 |
$994k |
|
40k |
24.61 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.3 |
$988k |
|
9.6k |
102.79 |
Newmont Mining Corporation
(NEM)
|
0.2 |
$869k |
|
14k |
62.03 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$854k |
|
1.8k |
474.71 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$843k |
|
2.1k |
397.64 |
Proshares Tr Ultrapro Qqq
(TQQQ)
|
0.2 |
$804k |
|
4.8k |
166.29 |
Abbott Laboratories
(ABT)
|
0.2 |
$792k |
|
5.6k |
140.82 |
Boeing Company
(BA)
|
0.2 |
$783k |
|
3.9k |
201.29 |
Procter & Gamble Company
(PG)
|
0.2 |
$769k |
|
4.7k |
163.55 |
Schwab Strategic Tr 5 10yr Corp Bd
(SCHI)
|
0.2 |
$762k |
|
15k |
51.65 |
Nextera Energy
(NEE)
|
0.2 |
$751k |
|
8.0k |
93.41 |
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.2 |
$736k |
|
11k |
65.84 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.2 |
$708k |
|
49k |
14.38 |
McDonald's Corporation
(MCD)
|
0.2 |
$681k |
|
2.5k |
268.00 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.2 |
$666k |
|
5.2k |
129.12 |
FedEx Corporation
(FDX)
|
0.2 |
$663k |
|
2.6k |
258.78 |
Palo Alto Networks
(PANW)
|
0.2 |
$659k |
|
1.2k |
557.06 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.2 |
$631k |
|
7.8k |
80.79 |
Ishares Tr Barclays 7 10 Yr
(IEF)
|
0.2 |
$624k |
|
5.4k |
115.09 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$623k |
|
5.4k |
116.19 |
Visa Com Cl A
(V)
|
0.2 |
$611k |
|
2.8k |
216.67 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$583k |
|
6.8k |
86.10 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$583k |
|
1.0k |
567.67 |
Fortinet
(FTNT)
|
0.2 |
$582k |
|
1.6k |
359.26 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$579k |
|
4.1k |
140.91 |
Paypal Holdings
(PYPL)
|
0.2 |
$568k |
|
3.0k |
188.58 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$566k |
|
1.6k |
359.59 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$563k |
|
4.4k |
129.22 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$557k |
|
1.3k |
436.86 |
Amgen
(AMGN)
|
0.2 |
$554k |
|
2.5k |
224.93 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.1 |
$530k |
|
4.1k |
128.61 |
Gilead Sciences
(GILD)
|
0.1 |
$517k |
|
7.1k |
72.55 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$494k |
|
5.8k |
84.82 |
Ishares Tr 10+ Yr Invst Grd
(IGLB)
|
0.1 |
$493k |
|
7.1k |
69.56 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$487k |
|
1.8k |
276.23 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.1 |
$468k |
|
10k |
46.46 |
Ishares Tr U.s. Energy Etf
(IYE)
|
0.1 |
$464k |
|
15k |
30.09 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$441k |
|
2.6k |
168.00 |
Lowe's Companies
(LOW)
|
0.1 |
$429k |
|
1.7k |
258.43 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.1 |
$416k |
|
8.3k |
49.90 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$395k |
|
6.3k |
62.40 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.1 |
$395k |
|
6.7k |
59.23 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.1 |
$370k |
|
4.2k |
87.08 |
BlackRock
(BLK)
|
0.1 |
$367k |
|
401.00 |
915.21 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.1 |
$364k |
|
3.3k |
109.15 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.1 |
$355k |
|
7.0k |
51.06 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$352k |
|
992.00 |
354.84 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$350k |
|
6.2k |
56.11 |
Bloom Energy Corp Com Cl A
(BE)
|
0.1 |
$342k |
|
16k |
21.96 |
Fidelity Covington Trust Msci Info Tech I
(FTEC)
|
0.1 |
$339k |
|
2.5k |
135.22 |
Invesco Exch Traded Fd Tr Ii Calif Amt Mun
(PWZ)
|
0.1 |
$331k |
|
12k |
27.87 |
Altria
(MO)
|
0.1 |
$309k |
|
6.5k |
47.35 |
Ishares Tr U.s. Fin Svc Etf
(IYG)
|
0.1 |
$309k |
|
1.6k |
193.37 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$305k |
|
4.9k |
62.55 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$300k |
|
2.1k |
142.86 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$299k |
|
1.3k |
222.30 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.1 |
$299k |
|
20k |
15.02 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$289k |
|
1.5k |
188.15 |
Uber Technologies
(UBER)
|
0.1 |
$289k |
|
6.9k |
41.91 |
Coca-Cola Company
(KO)
|
0.1 |
$277k |
|
4.7k |
59.30 |
Paychex
(PAYX)
|
0.1 |
$273k |
|
2.0k |
136.50 |
Target Corporation
(TGT)
|
0.1 |
$272k |
|
1.2k |
231.49 |
Southern Company
(SO)
|
0.1 |
$270k |
|
3.9k |
68.53 |
Realty Income
(O)
|
0.1 |
$264k |
|
3.7k |
71.70 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$263k |
|
1.6k |
168.16 |
Kla Corp Com New
(KLAC)
|
0.1 |
$258k |
|
600.00 |
430.00 |
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$257k |
|
2.1k |
122.56 |
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.1 |
$250k |
|
1.4k |
181.95 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$244k |
|
4.2k |
58.00 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$244k |
|
366.00 |
666.67 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$244k |
|
2.9k |
83.94 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$233k |
|
5.0k |
46.60 |
Public Service Enterprise
(PEG)
|
0.1 |
$227k |
|
3.4k |
66.76 |
Pepsi
(PEP)
|
0.1 |
$225k |
|
1.3k |
174.01 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$219k |
|
2.8k |
78.61 |
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.1 |
$216k |
|
4.4k |
49.09 |
Citigroup Com New
(C)
|
0.1 |
$216k |
|
3.6k |
60.32 |
General Dynamics Corporation
(GD)
|
0.1 |
$214k |
|
1.0k |
208.78 |
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$214k |
|
9.9k |
21.56 |
Mondelez Intl Cl A
(MDLZ)
|
0.1 |
$211k |
|
3.2k |
66.25 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.1 |
$207k |
|
1.9k |
107.25 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.1 |
$205k |
|
936.00 |
219.02 |
Regeneron Pharmaceuticals
(REGN)
|
0.1 |
$203k |
|
321.00 |
632.40 |
Allstate Corporation
(ALL)
|
0.1 |
$202k |
|
1.7k |
117.65 |
Norfolk Southern
(NSC)
|
0.1 |
$201k |
|
675.00 |
297.78 |
Ishares Tr Modert Alloc Etf
(AOM)
|
0.1 |
$201k |
|
4.4k |
45.55 |
Bce Com New
(BCE)
|
0.1 |
$200k |
|
3.9k |
51.93 |