Spdr Ser Tr Portfolio S&p500
(SPLG)
|
6.6 |
$19M |
|
452k |
41.99 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
6.3 |
$18M |
|
229k |
79.41 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
5.2 |
$15M |
|
309k |
48.26 |
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
4.6 |
$13M |
|
268k |
49.14 |
Apple
(AAPL)
|
3.4 |
$9.7M |
|
70k |
138.21 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
3.4 |
$9.7M |
|
213k |
45.31 |
Ishares Tr Short Treas Bd
(SHV)
|
3.0 |
$8.5M |
|
77k |
110.00 |
Ishares Tr Core Total Usd
(IUSB)
|
2.6 |
$7.5M |
|
169k |
44.50 |
Ishares Tr Eafe Value Etf
(EFV)
|
2.5 |
$7.3M |
|
189k |
38.53 |
Merck & Co
(MRK)
|
2.5 |
$7.2M |
|
84k |
86.12 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.3 |
$6.6M |
|
31k |
210.39 |
Pgim Etf Tr Pgim Ultra Sh Bd
(PULS)
|
2.2 |
$6.4M |
|
130k |
49.08 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
2.2 |
$6.3M |
|
84k |
74.82 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
2.0 |
$5.7M |
|
79k |
72.56 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.8 |
$5.2M |
|
15k |
358.62 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.7 |
$5.0M |
|
76k |
66.42 |
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
1.6 |
$4.5M |
|
97k |
46.30 |
Microsoft Corporation
(MSFT)
|
1.6 |
$4.5M |
|
19k |
232.89 |
Ishares U S Etf Tr Gsci Cmdty Stgy
(COMT)
|
1.2 |
$3.5M |
|
99k |
35.72 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.2 |
$3.5M |
|
26k |
135.16 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
1.2 |
$3.4M |
|
66k |
51.80 |
International Business Machines
(IBM)
|
1.2 |
$3.4M |
|
29k |
118.82 |
Chevron Corporation
(CVX)
|
1.1 |
$3.2M |
|
22k |
143.68 |
Exxon Mobil Corporation
(XOM)
|
1.1 |
$3.0M |
|
35k |
87.31 |
Ishares Tr Mbs Etf
(MBB)
|
1.0 |
$3.0M |
|
33k |
91.58 |
Amazon
(AMZN)
|
1.0 |
$2.9M |
|
26k |
113.00 |
Pfizer
(PFE)
|
1.0 |
$2.8M |
|
64k |
43.76 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.9 |
$2.7M |
|
12k |
219.27 |
Johnson & Johnson
(JNJ)
|
0.9 |
$2.7M |
|
16k |
163.35 |
JPMorgan Chase & Co.
(JPM)
|
0.9 |
$2.5M |
|
24k |
104.50 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.8 |
$2.4M |
|
25k |
95.63 |
Select Sector Spdr Tr Energy
(XLE)
|
0.8 |
$2.4M |
|
33k |
72.01 |
Enbridge
(ENB)
|
0.8 |
$2.3M |
|
63k |
37.10 |
Ishares Tr Msci Usa Value
(VLUE)
|
0.8 |
$2.2M |
|
27k |
81.87 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.7 |
$2.1M |
|
24k |
87.20 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.7 |
$2.1M |
|
84k |
24.62 |
Enterprise Products Partners
(EPD)
|
0.7 |
$2.0M |
|
85k |
23.78 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.7 |
$1.9M |
|
51k |
37.81 |
Abrdn Precious Metals Basket Physcl Precs Met
(GLTR)
|
0.7 |
$1.9M |
|
23k |
81.15 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.7 |
$1.9M |
|
20k |
96.13 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.6 |
$1.9M |
|
10k |
179.49 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.6 |
$1.8M |
|
6.9k |
267.07 |
First Fndtn
(FFWM)
|
0.6 |
$1.8M |
|
98k |
18.14 |
Wal-Mart Stores
(WMT)
|
0.6 |
$1.7M |
|
13k |
129.67 |
Caterpillar
(CAT)
|
0.6 |
$1.7M |
|
10k |
164.12 |
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.6 |
$1.6M |
|
15k |
108.96 |
Ishares Tr Faln Angls Usd
(FALN)
|
0.5 |
$1.5M |
|
64k |
23.90 |
Abbvie
(ABBV)
|
0.5 |
$1.5M |
|
11k |
134.20 |
3M Company
(MMM)
|
0.5 |
$1.4M |
|
13k |
110.51 |
Wp Carey
(WPC)
|
0.5 |
$1.4M |
|
20k |
69.81 |
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts
(EELV)
|
0.5 |
$1.4M |
|
65k |
20.99 |
Bank of America Corporation
(BAC)
|
0.4 |
$1.2M |
|
41k |
30.19 |
UnitedHealth
(UNH)
|
0.4 |
$1.2M |
|
2.4k |
505.14 |
Qualcomm
(QCOM)
|
0.4 |
$1.2M |
|
11k |
112.94 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.4 |
$1.2M |
|
25k |
47.51 |
Cisco Systems
(CSCO)
|
0.4 |
$1.2M |
|
29k |
40.00 |
Philip Morris International
(PM)
|
0.4 |
$1.1M |
|
14k |
82.99 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.4 |
$1.1M |
|
16k |
73.35 |
Glacier Ban
(GBCI)
|
0.4 |
$1.1M |
|
23k |
49.12 |
Verizon Communications
(VZ)
|
0.3 |
$1.0M |
|
27k |
37.96 |
Meta Platforms Cl A
(META)
|
0.3 |
$980k |
|
7.2k |
135.62 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.3 |
$962k |
|
20k |
48.10 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.3 |
$955k |
|
17k |
57.01 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.3 |
$934k |
|
14k |
66.10 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$932k |
|
9.1k |
102.61 |
Walt Disney Company
(DIS)
|
0.3 |
$932k |
|
9.9k |
94.36 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$926k |
|
9.7k |
95.34 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.3 |
$877k |
|
9.6k |
91.24 |
Home Depot
(HD)
|
0.3 |
$819k |
|
3.0k |
275.85 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.3 |
$793k |
|
35k |
22.76 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.3 |
$761k |
|
28k |
27.66 |
Procter & Gamble Company
(PG)
|
0.3 |
$747k |
|
5.9k |
126.31 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.2 |
$717k |
|
14k |
52.67 |
Starbucks Corporation
(SBUX)
|
0.2 |
$693k |
|
8.2k |
84.21 |
Truist Financial Corp equities
(TFC)
|
0.2 |
$682k |
|
16k |
43.55 |
Valley National Ban
(VLY)
|
0.2 |
$670k |
|
62k |
10.81 |
Fortinet
(FTNT)
|
0.2 |
$651k |
|
13k |
49.13 |
Nextera Energy
(NEE)
|
0.2 |
$632k |
|
8.1k |
78.46 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.2 |
$632k |
|
31k |
20.52 |
At&t
(T)
|
0.2 |
$629k |
|
41k |
15.33 |
Unilever Spon Adr New
(UL)
|
0.2 |
$613k |
|
14k |
43.81 |
Newmont Mining Corporation
(NEM)
|
0.2 |
$604k |
|
14k |
42.01 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.2 |
$602k |
|
5.8k |
103.99 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$597k |
|
7.3k |
81.93 |
salesforce
(CRM)
|
0.2 |
$582k |
|
4.0k |
143.92 |
Amgen
(AMGN)
|
0.2 |
$557k |
|
2.5k |
225.60 |
Intel Corporation
(INTC)
|
0.2 |
$553k |
|
21k |
25.79 |
Abbott Laboratories
(ABT)
|
0.2 |
$542k |
|
5.6k |
96.75 |
Comcast Corp Cl A
(CMCSA)
|
0.2 |
$541k |
|
19k |
29.31 |
Edison International
(EIX)
|
0.2 |
$534k |
|
9.4k |
56.59 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$521k |
|
1.3k |
386.50 |
Cummins
(CMI)
|
0.2 |
$515k |
|
2.5k |
203.40 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$510k |
|
1.4k |
356.89 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.2 |
$502k |
|
5.5k |
91.24 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$498k |
|
4.1k |
121.20 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$498k |
|
1.9k |
267.02 |
Ishares Tr Global Tech Etf
(IXN)
|
0.2 |
$481k |
|
11k |
42.17 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$480k |
|
1.0k |
471.98 |
McDonald's Corporation
(MCD)
|
0.2 |
$468k |
|
2.0k |
230.88 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$451k |
|
6.3k |
71.05 |
Charles Schwab Corporation
(SCHW)
|
0.2 |
$450k |
|
6.3k |
71.85 |
Visa Com Cl A
(V)
|
0.2 |
$449k |
|
2.5k |
177.82 |
Ishares Tr U.s. Energy Etf
(IYE)
|
0.2 |
$447k |
|
11k |
39.34 |
Realty Income
(O)
|
0.2 |
$437k |
|
7.5k |
58.14 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.2 |
$437k |
|
38k |
11.42 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$419k |
|
1.3k |
323.30 |
Palo Alto Networks
(PANW)
|
0.1 |
$413k |
|
2.5k |
163.89 |
NVIDIA Corporation
(NVDA)
|
0.1 |
$401k |
|
3.3k |
121.29 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$387k |
|
2.3k |
165.03 |
FedEx Corporation
(FDX)
|
0.1 |
$382k |
|
2.6k |
148.46 |
Altria
(MO)
|
0.1 |
$376k |
|
9.3k |
40.39 |
Phillips Edison & Co Common Stock
(PECO)
|
0.1 |
$367k |
|
13k |
28.03 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.1 |
$365k |
|
16k |
22.38 |
Netflix
(NFLX)
|
0.1 |
$347k |
|
1.5k |
235.73 |
Kinder Morgan
(KMI)
|
0.1 |
$345k |
|
21k |
16.65 |
Tesla Motors
(TSLA)
|
0.1 |
$345k |
|
1.3k |
264.98 |
Ishares Tr National Mun Etf
(MUB)
|
0.1 |
$344k |
|
3.4k |
102.66 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$330k |
|
3.0k |
111.60 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$328k |
|
2.6k |
124.95 |
Wells Fargo & Company
(WFC)
|
0.1 |
$313k |
|
7.8k |
40.20 |
Target Corporation
(TGT)
|
0.1 |
$308k |
|
2.1k |
148.51 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$303k |
|
1.1k |
284.77 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$301k |
|
7.5k |
40.29 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$301k |
|
4.9k |
61.73 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.1 |
$299k |
|
6.1k |
49.32 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.1 |
$296k |
|
2.6k |
114.46 |
Ishares Tr Conv Bd Etf
(ICVT)
|
0.1 |
$294k |
|
4.3k |
69.01 |
Medtronic SHS
(MDT)
|
0.1 |
$285k |
|
3.5k |
80.71 |
General Motors Company
(GM)
|
0.1 |
$282k |
|
8.8k |
32.10 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.1 |
$282k |
|
2.7k |
105.03 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$279k |
|
1.8k |
154.57 |
Southern Company
(SO)
|
0.1 |
$268k |
|
3.9k |
68.02 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$263k |
|
802.00 |
327.93 |
Paypal Holdings
(PYPL)
|
0.1 |
$259k |
|
3.0k |
85.99 |
Coca-Cola Company
(KO)
|
0.1 |
$256k |
|
4.6k |
56.01 |
Activision Blizzard
|
0.1 |
$252k |
|
3.4k |
74.34 |
Nike CL B
(NKE)
|
0.1 |
$251k |
|
3.0k |
83.00 |
United Parcel Service CL B
(UPS)
|
0.1 |
$242k |
|
1.5k |
161.76 |
Barrick Gold Corp
(GOLD)
|
0.1 |
$240k |
|
16k |
15.47 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.1 |
$237k |
|
20k |
11.90 |
Paychex
(PAYX)
|
0.1 |
$234k |
|
2.1k |
112.02 |
Freeport-mcmoran CL B
(FCX)
|
0.1 |
$228k |
|
8.4k |
27.28 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$225k |
|
2.0k |
112.50 |
General Dynamics Corporation
(GD)
|
0.1 |
$220k |
|
1.0k |
211.74 |
Boeing Company
(BA)
|
0.1 |
$215k |
|
1.8k |
121.26 |
Kla Corp Com New
(KLAC)
|
0.1 |
$215k |
|
711.00 |
302.39 |
Allstate Corporation
(ALL)
|
0.1 |
$215k |
|
1.7k |
124.49 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$213k |
|
4.2k |
50.63 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.1 |
$211k |
|
2.2k |
96.13 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.1 |
$208k |
|
5.7k |
36.33 |
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.1 |
$203k |
|
4.4k |
46.14 |
Vanguard World Fds Energy Etf
(VDE)
|
0.1 |
$203k |
|
2.0k |
101.50 |
Gilead Sciences
(GILD)
|
0.1 |
$201k |
|
3.3k |
61.73 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$201k |
|
5.0k |
40.20 |