Ishares Tr Esg Awr Msci Usa
(ESGU)
|
6.3 |
$22M |
|
221k |
101.35 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
5.0 |
$18M |
|
338k |
53.13 |
Ishares Tr Core Total Usd
(IUSB)
|
3.7 |
$13M |
|
267k |
49.63 |
Apple
(AAPL)
|
3.6 |
$13M |
|
74k |
174.61 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
3.5 |
$13M |
|
205k |
60.71 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
3.1 |
$11M |
|
441k |
24.91 |
Ishares Tr Faln Angls Usd
(FALN)
|
2.8 |
$9.8M |
|
354k |
27.76 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
2.7 |
$9.7M |
|
101k |
96.27 |
Ishares Tr Eafe Value Etf
(EFV)
|
2.6 |
$9.4M |
|
187k |
50.26 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.6 |
$9.2M |
|
33k |
277.62 |
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
2.5 |
$8.8M |
|
180k |
48.56 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
2.1 |
$7.4M |
|
147k |
50.57 |
Merck & Co
(MRK)
|
2.0 |
$7.0M |
|
85k |
82.05 |
Ishares Tr Mbs Etf
(MBB)
|
2.0 |
$7.0M |
|
69k |
101.87 |
Microsoft Corporation
(MSFT)
|
1.9 |
$6.8M |
|
22k |
308.31 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.8 |
$6.5M |
|
82k |
78.89 |
Schwab Strategic Tr Intrm Trm Tres
(SCHR)
|
1.8 |
$6.4M |
|
119k |
53.25 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.8 |
$6.3M |
|
39k |
162.17 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.6 |
$5.6M |
|
12k |
453.68 |
Ishares Tr Msci Usa Value
(VLUE)
|
1.4 |
$5.0M |
|
48k |
104.56 |
Ishares U S Etf Tr Gsci Cmdty Stgy
(COMT)
|
1.4 |
$4.9M |
|
121k |
40.05 |
Amazon
(AMZN)
|
1.2 |
$4.3M |
|
1.3k |
3259.65 |
International Business Machines
(IBM)
|
1.1 |
$3.9M |
|
30k |
130.02 |
Chevron Corporation
(CVX)
|
1.1 |
$3.8M |
|
23k |
162.85 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.1 |
$3.8M |
|
35k |
107.87 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$3.7M |
|
1.3k |
2781.53 |
Pfizer
(PFE)
|
1.0 |
$3.6M |
|
69k |
51.77 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.0 |
$3.5M |
|
13k |
268.34 |
JPMorgan Chase & Co.
(JPM)
|
0.9 |
$3.3M |
|
24k |
136.33 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.9 |
$3.3M |
|
70k |
47.36 |
Enbridge
(ENB)
|
0.9 |
$3.2M |
|
69k |
46.08 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.9 |
$3.1M |
|
1.1k |
2793.42 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.9 |
$3.0M |
|
61k |
49.54 |
Johnson & Johnson
(JNJ)
|
0.8 |
$3.0M |
|
17k |
177.21 |
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.8 |
$2.9M |
|
22k |
134.62 |
Select Sector Spdr Tr Energy
(XLE)
|
0.8 |
$2.9M |
|
38k |
76.44 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.8 |
$2.8M |
|
86k |
32.66 |
Exxon Mobil Corporation
(XOM)
|
0.8 |
$2.8M |
|
34k |
82.60 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.7 |
$2.4M |
|
6.8k |
352.98 |
Caterpillar
(CAT)
|
0.7 |
$2.4M |
|
11k |
222.86 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.4M |
|
10k |
227.68 |
First Fndtn
(FFWM)
|
0.7 |
$2.4M |
|
97k |
24.29 |
Abrdn Precious Metals Basket Physcl Precs Met
(GLTR)
|
0.7 |
$2.4M |
|
25k |
96.09 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.6 |
$2.3M |
|
22k |
103.05 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.6 |
$2.3M |
|
32k |
72.14 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.6 |
$2.2M |
|
21k |
104.62 |
Abbvie
(ABBV)
|
0.6 |
$2.0M |
|
12k |
162.13 |
Wal-Mart Stores
(WMT)
|
0.6 |
$2.0M |
|
13k |
148.96 |
Intel Corporation
(INTC)
|
0.5 |
$1.8M |
|
37k |
49.57 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.5 |
$1.8M |
|
49k |
36.72 |
Bank of America Corporation
(BAC)
|
0.5 |
$1.8M |
|
44k |
41.22 |
Enterprise Products Partners
(EPD)
|
0.5 |
$1.8M |
|
69k |
25.81 |
Ishares Tr Global Finls Etf
(IXG)
|
0.5 |
$1.8M |
|
22k |
79.46 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.5 |
$1.8M |
|
25k |
69.49 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$1.7M |
|
3.7k |
451.53 |
UnitedHealth
(UNH)
|
0.4 |
$1.6M |
|
3.1k |
509.90 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.4 |
$1.6M |
|
21k |
77.57 |
Meta Platforms Cl A
(META)
|
0.4 |
$1.6M |
|
7.1k |
222.39 |
Wp Carey
(WPC)
|
0.4 |
$1.6M |
|
19k |
80.82 |
Cisco Systems
(CSCO)
|
0.4 |
$1.5M |
|
27k |
55.76 |
3M Company
(MMM)
|
0.4 |
$1.5M |
|
9.9k |
148.92 |
Verizon Communications
(VZ)
|
0.4 |
$1.4M |
|
28k |
50.96 |
Philip Morris International
(PM)
|
0.4 |
$1.3M |
|
14k |
93.96 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.4 |
$1.3M |
|
55k |
23.49 |
Qualcomm
(QCOM)
|
0.4 |
$1.3M |
|
8.3k |
152.79 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.3 |
$1.2M |
|
23k |
51.71 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$1.2M |
|
12k |
101.17 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.3 |
$1.2M |
|
23k |
51.20 |
Glacier Ban
(GBCI)
|
0.3 |
$1.1M |
|
23k |
50.27 |
Newmont Mining Corporation
(NEM)
|
0.3 |
$1.1M |
|
14k |
79.45 |
Ishares Tr Global Tech Etf
(IXN)
|
0.3 |
$1.1M |
|
18k |
58.00 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.3 |
$1.1M |
|
9.6k |
110.80 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.3 |
$1.1M |
|
21k |
49.08 |
Walt Disney Company
(DIS)
|
0.3 |
$1.0M |
|
7.4k |
137.17 |
Home Depot
(HD)
|
0.3 |
$1.0M |
|
3.4k |
299.41 |
Truist Financial Corp equities
(TFC)
|
0.3 |
$980k |
|
17k |
56.72 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.3 |
$973k |
|
13k |
78.11 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.3 |
$954k |
|
7.1k |
134.57 |
salesforce
(CRM)
|
0.3 |
$943k |
|
4.4k |
212.24 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$922k |
|
3.4k |
272.86 |
Procter & Gamble Company
(PG)
|
0.2 |
$849k |
|
5.6k |
152.86 |
Starbucks Corporation
(SBUX)
|
0.2 |
$837k |
|
9.2k |
90.92 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.2 |
$814k |
|
6.7k |
122.02 |
Valley National Ban
(VLY)
|
0.2 |
$807k |
|
62k |
13.02 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$769k |
|
2.1k |
362.74 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.2 |
$749k |
|
27k |
27.78 |
Palo Alto Networks
(PANW)
|
0.2 |
$736k |
|
1.2k |
622.15 |
At&t
(T)
|
0.2 |
$734k |
|
31k |
23.62 |
Boeing Company
(BA)
|
0.2 |
$713k |
|
3.7k |
191.41 |
Nextera Energy
(NEE)
|
0.2 |
$681k |
|
8.0k |
84.70 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$671k |
|
6.8k |
99.10 |
Abbott Laboratories
(ABT)
|
0.2 |
$666k |
|
5.6k |
118.42 |
Ishares Tr U.s. Energy Etf
(IYE)
|
0.2 |
$657k |
|
16k |
40.94 |
Netflix
(NFLX)
|
0.2 |
$641k |
|
1.7k |
374.63 |
McDonald's Corporation
(MCD)
|
0.2 |
$628k |
|
2.5k |
247.15 |
Amgen
(AMGN)
|
0.2 |
$596k |
|
2.5k |
241.98 |
FedEx Corporation
(FDX)
|
0.2 |
$593k |
|
2.6k |
231.46 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$591k |
|
1.0k |
575.46 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$563k |
|
4.1k |
137.02 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$563k |
|
1.6k |
357.69 |
Fortinet
(FTNT)
|
0.2 |
$554k |
|
1.6k |
341.98 |
Visa Com Cl A
(V)
|
0.2 |
$537k |
|
2.4k |
221.90 |
Edison International
(EIX)
|
0.1 |
$533k |
|
7.6k |
70.16 |
Phillips Edison & Co Common Stock
(PECO)
|
0.1 |
$531k |
|
15k |
34.41 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$529k |
|
1.3k |
414.90 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$505k |
|
1.8k |
286.44 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
0.1 |
$491k |
|
4.7k |
104.96 |
Ishares Tr National Mun Etf
(MUB)
|
0.1 |
$485k |
|
4.4k |
109.63 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.1 |
$475k |
|
38k |
12.42 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$463k |
|
5.8k |
79.50 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$462k |
|
6.3k |
72.99 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$438k |
|
992.00 |
441.53 |
Realty Income
(O)
|
0.1 |
$432k |
|
6.2k |
69.32 |
Bloom Energy Corp Com Cl A
(BE)
|
0.1 |
$424k |
|
18k |
24.12 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$417k |
|
2.6k |
158.86 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$413k |
|
1.2k |
346.77 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.1 |
$395k |
|
3.2k |
124.57 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.1 |
$392k |
|
4.0k |
97.71 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$379k |
|
3.0k |
128.17 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.1 |
$366k |
|
6.7k |
54.88 |
Dow
(DOW)
|
0.1 |
$354k |
|
5.6k |
63.73 |
Paypal Holdings
(PYPL)
|
0.1 |
$348k |
|
3.0k |
115.54 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.1 |
$347k |
|
7.0k |
49.61 |
Altria
(MO)
|
0.1 |
$346k |
|
6.6k |
52.22 |
Activision Blizzard
|
0.1 |
$337k |
|
4.2k |
80.05 |
Gilead Sciences
(GILD)
|
0.1 |
$334k |
|
5.6k |
59.37 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.1 |
$334k |
|
7.0k |
48.04 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$332k |
|
6.2k |
53.22 |
Kinder Morgan
(KMI)
|
0.1 |
$322k |
|
17k |
18.90 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$312k |
|
4.9k |
63.99 |
Invesco Exch Traded Fd Tr Ii Calif Amt Mun
(PWZ)
|
0.1 |
$299k |
|
12k |
25.77 |
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.1 |
$295k |
|
4.8k |
60.91 |
Southern Company
(SO)
|
0.1 |
$286k |
|
3.9k |
72.59 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$282k |
|
1.5k |
183.59 |
BlackRock
(BLK)
|
0.1 |
$280k |
|
366.00 |
765.03 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$276k |
|
1.3k |
205.20 |
Paychex
(PAYX)
|
0.1 |
$273k |
|
2.0k |
136.50 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.1 |
$270k |
|
20k |
13.56 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.1 |
$266k |
|
2.2k |
121.07 |
Lowe's Companies
(LOW)
|
0.1 |
$265k |
|
1.3k |
202.29 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$260k |
|
1.6k |
166.24 |
Coca-Cola Company
(KO)
|
0.1 |
$259k |
|
4.2k |
62.10 |
General Dynamics Corporation
(GD)
|
0.1 |
$247k |
|
1.0k |
240.98 |
Uber Technologies
(UBER)
|
0.1 |
$246k |
|
6.9k |
35.68 |
Allstate Corporation
(ALL)
|
0.1 |
$238k |
|
1.7k |
138.61 |
Public Service Enterprise
(PEG)
|
0.1 |
$238k |
|
3.4k |
70.00 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$234k |
|
1.9k |
123.16 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.1 |
$234k |
|
3.0k |
78.00 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$229k |
|
4.2k |
54.43 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$229k |
|
5.0k |
45.80 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$228k |
|
2.7k |
84.23 |
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$227k |
|
9.9k |
22.87 |
Target Corporation
(TGT)
|
0.1 |
$226k |
|
1.1k |
212.21 |
Kla Corp Com New
(KLAC)
|
0.1 |
$220k |
|
600.00 |
366.67 |
Medtronic SHS
(MDT)
|
0.1 |
$220k |
|
2.0k |
111.11 |
Ishares Tr Barclays 7 10 Yr
(IEF)
|
0.1 |
$219k |
|
2.0k |
107.35 |
Pepsi
(PEP)
|
0.1 |
$216k |
|
1.3k |
167.05 |
EOG Resources
(EOG)
|
0.1 |
$216k |
|
1.8k |
119.40 |
Bce Com New
(BCE)
|
0.1 |
$214k |
|
3.9k |
55.57 |
Vanguard World Fds Energy Etf
(VDE)
|
0.1 |
$214k |
|
2.0k |
107.00 |
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.1 |
$208k |
|
4.4k |
47.27 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$205k |
|
2.8k |
73.58 |