Ishares Tr Esg Awr Msci Usa
(ESGU)
|
6.3 |
$19M |
|
226k |
83.90 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
6.2 |
$19M |
|
416k |
44.34 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
5.3 |
$16M |
|
332k |
47.87 |
Ishares Tr Core Total Usd
(IUSB)
|
4.2 |
$13M |
|
269k |
46.82 |
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
3.4 |
$10M |
|
199k |
51.60 |
Apple
(AAPL)
|
3.4 |
$10M |
|
74k |
136.72 |
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
2.7 |
$8.0M |
|
168k |
47.48 |
Merck & Co
(MRK)
|
2.6 |
$7.7M |
|
84k |
91.17 |
Ishares Tr Eafe Value Etf
(EFV)
|
2.5 |
$7.5M |
|
173k |
43.40 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
2.4 |
$7.2M |
|
129k |
55.80 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.4 |
$7.1M |
|
32k |
218.72 |
Ishares U S Etf Tr Gsci Cmdty Stgy
(COMT)
|
2.1 |
$6.4M |
|
156k |
40.94 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
2.0 |
$5.9M |
|
73k |
80.49 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.9 |
$5.8M |
|
81k |
71.63 |
Microsoft Corporation
(MSFT)
|
1.7 |
$5.0M |
|
20k |
256.81 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.7 |
$5.0M |
|
13k |
379.15 |
Ishares Tr Mbs Etf
(MBB)
|
1.5 |
$4.6M |
|
47k |
97.50 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.5 |
$4.5M |
|
32k |
143.45 |
Ishares Tr Faln Angls Usd
(FALN)
|
1.4 |
$4.2M |
|
170k |
24.62 |
International Business Machines
(IBM)
|
1.3 |
$4.0M |
|
29k |
141.21 |
Pfizer
(PFE)
|
1.2 |
$3.5M |
|
67k |
52.44 |
Chevron Corporation
(CVX)
|
1.1 |
$3.3M |
|
23k |
144.76 |
Ishares Tr Msci Usa Value
(VLUE)
|
1.1 |
$3.2M |
|
35k |
90.52 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.0 |
$3.1M |
|
34k |
92.41 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$3.1M |
|
1.4k |
2179.51 |
Johnson & Johnson
(JNJ)
|
1.0 |
$3.0M |
|
17k |
177.53 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.0 |
$3.0M |
|
13k |
226.20 |
JPMorgan Chase & Co.
(JPM)
|
1.0 |
$2.9M |
|
26k |
112.61 |
Enbridge
(ENB)
|
1.0 |
$2.9M |
|
68k |
42.25 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.9 |
$2.8M |
|
99k |
28.68 |
Exxon Mobil Corporation
(XOM)
|
0.9 |
$2.8M |
|
33k |
85.65 |
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.9 |
$2.8M |
|
23k |
120.17 |
Select Sector Spdr Tr Energy
(XLE)
|
0.8 |
$2.5M |
|
35k |
71.50 |
Amazon
(AMZN)
|
0.8 |
$2.4M |
|
23k |
106.19 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.8 |
$2.3M |
|
59k |
38.99 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.8 |
$2.3M |
|
46k |
49.19 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.7 |
$2.1M |
|
21k |
104.65 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.7 |
$2.1M |
|
952.00 |
2186.97 |
Abrdn Precious Metals Basket Physcl Precs Met
(GLTR)
|
0.7 |
$2.0M |
|
24k |
85.32 |
First Fndtn
(FFWM)
|
0.7 |
$2.0M |
|
96k |
20.48 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.0M |
|
10k |
188.63 |
Enterprise Products Partners
(EPD)
|
0.7 |
$2.0M |
|
80k |
24.37 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.6 |
$1.9M |
|
7.0k |
272.99 |
Abbvie
(ABBV)
|
0.6 |
$1.9M |
|
12k |
153.20 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.6 |
$1.9M |
|
30k |
63.30 |
Caterpillar
(CAT)
|
0.6 |
$1.8M |
|
10k |
178.79 |
Wp Carey
(WPC)
|
0.6 |
$1.7M |
|
20k |
82.87 |
UnitedHealth
(UNH)
|
0.5 |
$1.6M |
|
3.1k |
513.73 |
Wal-Mart Stores
(WMT)
|
0.5 |
$1.6M |
|
13k |
121.58 |
Verizon Communications
(VZ)
|
0.5 |
$1.5M |
|
29k |
50.74 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.5 |
$1.5M |
|
46k |
32.30 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.5 |
$1.4M |
|
25k |
58.85 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.5 |
$1.4M |
|
17k |
79.96 |
Bank of America Corporation
(BAC)
|
0.5 |
$1.4M |
|
45k |
31.14 |
Philip Morris International
(PM)
|
0.5 |
$1.4M |
|
14k |
98.76 |
Qualcomm
(QCOM)
|
0.4 |
$1.3M |
|
10k |
127.78 |
Intel Corporation
(INTC)
|
0.4 |
$1.3M |
|
35k |
37.42 |
Cisco Systems
(CSCO)
|
0.4 |
$1.3M |
|
31k |
42.62 |
3M Company
(MMM)
|
0.4 |
$1.3M |
|
9.8k |
129.41 |
Meta Platforms Cl A
(META)
|
0.4 |
$1.3M |
|
7.8k |
161.25 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.4 |
$1.1M |
|
23k |
50.54 |
Glacier Ban
(GBCI)
|
0.4 |
$1.1M |
|
23k |
47.43 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.3 |
$1.0M |
|
22k |
47.78 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$1.0M |
|
11k |
92.63 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.3 |
$1.0M |
|
20k |
50.10 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$972k |
|
2.6k |
377.18 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.3 |
$953k |
|
9.6k |
99.15 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.3 |
$950k |
|
13k |
76.27 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.3 |
$943k |
|
13k |
70.18 |
Walt Disney Company
(DIS)
|
0.3 |
$935k |
|
9.9k |
94.43 |
Home Depot
(HD)
|
0.3 |
$925k |
|
3.4k |
274.32 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.3 |
$923k |
|
39k |
23.90 |
Newmont Mining Corporation
(NEM)
|
0.3 |
$836k |
|
14k |
59.68 |
Truist Financial Corp equities
(TFC)
|
0.3 |
$796k |
|
17k |
47.45 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.3 |
$781k |
|
6.5k |
119.31 |
Ishares Tr Global Tech Etf
(IXN)
|
0.3 |
$760k |
|
17k |
45.73 |
salesforce
(CRM)
|
0.2 |
$750k |
|
4.5k |
165.09 |
Procter & Gamble Company
(PG)
|
0.2 |
$726k |
|
5.1k |
143.76 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$709k |
|
6.7k |
106.38 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$680k |
|
7.1k |
96.17 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.2 |
$647k |
|
5.8k |
111.76 |
Valley National Ban
(VLY)
|
0.2 |
$645k |
|
62k |
10.40 |
At&t
(T)
|
0.2 |
$640k |
|
31k |
20.96 |
Ishares Tr U.s. Energy Etf
(IYE)
|
0.2 |
$633k |
|
17k |
38.15 |
McDonald's Corporation
(MCD)
|
0.2 |
$627k |
|
2.5k |
246.75 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.2 |
$624k |
|
25k |
25.38 |
Nextera Energy
(NEE)
|
0.2 |
$623k |
|
8.0k |
77.49 |
Starbucks Corporation
(SBUX)
|
0.2 |
$618k |
|
8.1k |
76.43 |
Abbott Laboratories
(ABT)
|
0.2 |
$606k |
|
5.6k |
108.64 |
Amgen
(AMGN)
|
0.2 |
$599k |
|
2.5k |
243.20 |
Palo Alto Networks
(PANW)
|
0.2 |
$584k |
|
1.2k |
493.66 |
FedEx Corporation
(FDX)
|
0.2 |
$581k |
|
2.6k |
226.78 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.2 |
$580k |
|
27k |
21.22 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$578k |
|
1.3k |
429.74 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$572k |
|
1.8k |
324.45 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$538k |
|
3.6k |
151.46 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$527k |
|
4.1k |
128.25 |
Edison International
(EIX)
|
0.2 |
$518k |
|
8.2k |
63.23 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$499k |
|
1.8k |
280.34 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.2 |
$498k |
|
38k |
13.02 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$497k |
|
1.6k |
315.76 |
Realty Income
(O)
|
0.2 |
$489k |
|
7.2k |
68.30 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$488k |
|
1.0k |
479.84 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$487k |
|
6.3k |
76.94 |
Visa Com Cl A
(V)
|
0.2 |
$476k |
|
2.4k |
196.69 |
Phillips Edison & Co Common Stock
(PECO)
|
0.2 |
$467k |
|
14k |
33.43 |
Fortinet
(FTNT)
|
0.2 |
$458k |
|
8.1k |
56.54 |
Unilever Spon Adr New
(UL)
|
0.1 |
$447k |
|
9.8k |
45.83 |
Boeing Company
(BA)
|
0.1 |
$441k |
|
3.2k |
136.83 |
Cummins
(CMI)
|
0.1 |
$416k |
|
2.1k |
193.58 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$397k |
|
2.3k |
169.30 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$367k |
|
1.2k |
308.14 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$358k |
|
5.7k |
63.18 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$351k |
|
3.0k |
118.70 |
Gilead Sciences
(GILD)
|
0.1 |
$348k |
|
5.6k |
61.86 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$346k |
|
2.6k |
131.81 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.1 |
$345k |
|
4.0k |
85.25 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.1 |
$341k |
|
6.7k |
51.13 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$304k |
|
4.9k |
62.35 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.1 |
$299k |
|
6.1k |
49.32 |
Altria
(MO)
|
0.1 |
$295k |
|
7.1k |
41.74 |
Bloom Energy Corp Com Cl A
(BE)
|
0.1 |
$290k |
|
18k |
16.50 |
Dow
(DOW)
|
0.1 |
$287k |
|
5.6k |
51.67 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$287k |
|
6.2k |
46.01 |
Kinder Morgan
(KMI)
|
0.1 |
$286k |
|
17k |
16.79 |
Target Corporation
(TGT)
|
0.1 |
$284k |
|
2.0k |
141.36 |
General Motors Company
(GM)
|
0.1 |
$284k |
|
9.0k |
31.73 |
Southern Company
(SO)
|
0.1 |
$281k |
|
3.9k |
71.32 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$278k |
|
802.00 |
346.63 |
Activision Blizzard
|
0.1 |
$264k |
|
3.4k |
77.88 |
Coca-Cola Company
(KO)
|
0.1 |
$262k |
|
4.2k |
62.81 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$257k |
|
1.9k |
135.26 |
Netflix
(NFLX)
|
0.1 |
$257k |
|
1.5k |
174.59 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.1 |
$246k |
|
20k |
12.36 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$236k |
|
1.5k |
153.65 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.1 |
$230k |
|
3.0k |
76.67 |
Lowe's Companies
(LOW)
|
0.1 |
$229k |
|
1.3k |
174.81 |
Ishares Tr Conv Bd Etf
(ICVT)
|
0.1 |
$228k |
|
3.3k |
69.39 |
Ishares Tr Global Finls Etf
(IXG)
|
0.1 |
$228k |
|
3.5k |
65.86 |
Paychex
(PAYX)
|
0.1 |
$228k |
|
2.0k |
114.00 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$227k |
|
1.6k |
145.14 |
General Dynamics Corporation
(GD)
|
0.1 |
$227k |
|
1.0k |
221.46 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$221k |
|
4.2k |
52.53 |
Allstate Corporation
(ALL)
|
0.1 |
$218k |
|
1.7k |
126.97 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$216k |
|
5.0k |
43.20 |
Pepsi
(PEP)
|
0.1 |
$215k |
|
1.3k |
166.28 |
Public Service Enterprise
(PEG)
|
0.1 |
$215k |
|
3.4k |
63.24 |
Paypal Holdings
(PYPL)
|
0.1 |
$210k |
|
3.0k |
69.72 |
Ishares Tr 7-10 Yr Trsy Bd
(IEF)
|
0.1 |
$209k |
|
2.0k |
102.45 |
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.1 |
$208k |
|
4.4k |
47.27 |
Vanguard Tax-managed Intl Van Ftse Dev Mkt
(VEA)
|
0.1 |
$201k |
|
4.9k |
40.72 |