Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
10.3 |
$33M |
|
684k |
48.24 |
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
5.8 |
$19M |
|
380k |
49.23 |
Vanguard Index Fds Value Etf
(VTV)
|
5.5 |
$18M |
|
126k |
140.37 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
5.4 |
$18M |
|
233k |
75.28 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
5.1 |
$16M |
|
293k |
55.56 |
Merck & Co
(MRK)
|
2.9 |
$9.3M |
|
84k |
110.95 |
Apple
(AAPL)
|
2.8 |
$9.1M |
|
70k |
129.93 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
2.6 |
$8.5M |
|
263k |
32.21 |
Ishares Tr Short Treas Bd
(SHV)
|
2.5 |
$8.1M |
|
74k |
109.92 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.1 |
$6.6M |
|
31k |
214.24 |
Pgim Etf Tr Pgim Ultra Sh Bd
(PULS)
|
1.9 |
$6.1M |
|
124k |
49.10 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
1.8 |
$5.8M |
|
60k |
96.96 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
1.8 |
$5.7M |
|
74k |
77.51 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.8 |
$5.6M |
|
75k |
75.54 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
1.5 |
$4.9M |
|
58k |
84.75 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.5 |
$4.7M |
|
122k |
38.98 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.5 |
$4.7M |
|
12k |
384.21 |
Microsoft Corporation
(MSFT)
|
1.4 |
$4.6M |
|
19k |
239.82 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.4 |
$4.4M |
|
22k |
203.81 |
Chevron Corporation
(CVX)
|
1.3 |
$4.2M |
|
23k |
179.49 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
1.3 |
$4.1M |
|
81k |
51.15 |
Exxon Mobil Corporation
(XOM)
|
1.2 |
$4.0M |
|
36k |
110.30 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.2 |
$4.0M |
|
26k |
151.85 |
International Business Machines
(IBM)
|
1.2 |
$3.9M |
|
28k |
140.89 |
Pfizer
(PFE)
|
1.0 |
$3.2M |
|
62k |
51.24 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
1.0 |
$3.2M |
|
70k |
44.98 |
JPMorgan Chase & Co.
(JPM)
|
1.0 |
$3.1M |
|
23k |
134.10 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.9 |
$2.8M |
|
12k |
241.89 |
Johnson & Johnson
(JNJ)
|
0.9 |
$2.7M |
|
16k |
176.65 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.8 |
$2.4M |
|
7.9k |
308.90 |
Enbridge
(ENB)
|
0.7 |
$2.4M |
|
61k |
39.10 |
Caterpillar
(CAT)
|
0.7 |
$2.2M |
|
9.4k |
239.56 |
Vanguard Whitehall Fds Em Mk Gov Bd Etf
(VWOB)
|
0.7 |
$2.2M |
|
37k |
60.98 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.7 |
$2.2M |
|
25k |
88.23 |
Enterprise Products Partners
(EPD)
|
0.7 |
$2.2M |
|
89k |
24.12 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.7 |
$2.1M |
|
25k |
83.76 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.6 |
$2.1M |
|
106k |
19.29 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.6 |
$2.0M |
|
11k |
191.19 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.6 |
$2.0M |
|
43k |
45.88 |
Abrdn Precious Metals Basket Physcl Precs Met
(GLTR)
|
0.6 |
$2.0M |
|
22k |
89.23 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.6 |
$1.8M |
|
21k |
88.73 |
Wal-Mart Stores
(WMT)
|
0.5 |
$1.7M |
|
12k |
141.79 |
Amazon
(AMZN)
|
0.5 |
$1.7M |
|
20k |
84.00 |
Abbvie
(ABBV)
|
0.5 |
$1.7M |
|
10k |
161.62 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.5 |
$1.7M |
|
33k |
49.49 |
Wp Carey
(WPC)
|
0.5 |
$1.6M |
|
20k |
78.15 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.5 |
$1.5M |
|
16k |
94.64 |
Philip Morris International
(PM)
|
0.5 |
$1.5M |
|
15k |
101.21 |
3M Company
(MMM)
|
0.5 |
$1.5M |
|
12k |
119.92 |
Bank of America Corporation
(BAC)
|
0.4 |
$1.4M |
|
43k |
33.12 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.4 |
$1.4M |
|
14k |
104.27 |
First Fndtn
(FFWM)
|
0.4 |
$1.4M |
|
99k |
14.33 |
Qualcomm
(QCOM)
|
0.4 |
$1.3M |
|
12k |
109.94 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.4 |
$1.2M |
|
25k |
50.21 |
UnitedHealth
(UNH)
|
0.4 |
$1.2M |
|
2.3k |
530.18 |
Cisco Systems
(CSCO)
|
0.4 |
$1.2M |
|
26k |
47.64 |
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts
(EELV)
|
0.4 |
$1.2M |
|
53k |
23.01 |
Verizon Communications
(VZ)
|
0.4 |
$1.1M |
|
29k |
39.40 |
Glacier Ban
(GBCI)
|
0.3 |
$1.1M |
|
22k |
49.42 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.3 |
$991k |
|
8.9k |
111.86 |
Home Depot
(HD)
|
0.3 |
$990k |
|
3.1k |
315.90 |
Valley National Ban
(VLY)
|
0.3 |
$961k |
|
85k |
11.31 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$884k |
|
9.5k |
93.19 |
At&t
(T)
|
0.3 |
$837k |
|
45k |
18.41 |
Newmont Mining Corporation
(NEM)
|
0.3 |
$816k |
|
17k |
47.20 |
Starbucks Corporation
(SBUX)
|
0.3 |
$815k |
|
8.2k |
99.20 |
Ishares Tr Msci Usa Value
(VLUE)
|
0.2 |
$794k |
|
8.7k |
91.14 |
Procter & Gamble Company
(PG)
|
0.2 |
$784k |
|
5.2k |
151.56 |
Comcast Corp Cl A
(CMCSA)
|
0.2 |
$742k |
|
21k |
34.97 |
Unilever Spon Adr New
(UL)
|
0.2 |
$725k |
|
14k |
50.35 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$721k |
|
7.1k |
100.92 |
Nextera Energy
(NEE)
|
0.2 |
$711k |
|
8.5k |
83.60 |
Pepsi
(PEP)
|
0.2 |
$703k |
|
3.9k |
180.66 |
Truist Financial Corp equities
(TFC)
|
0.2 |
$694k |
|
16k |
43.03 |
Intel Corporation
(INTC)
|
0.2 |
$690k |
|
26k |
26.43 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.2 |
$660k |
|
5.8k |
113.96 |
Cummins
(CMI)
|
0.2 |
$654k |
|
2.7k |
242.29 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$654k |
|
1.3k |
486.36 |
Walt Disney Company
(DIS)
|
0.2 |
$625k |
|
7.2k |
86.88 |
Meta Platforms Cl A
(META)
|
0.2 |
$600k |
|
5.0k |
120.34 |
Amgen
(AMGN)
|
0.2 |
$581k |
|
2.2k |
262.64 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.2 |
$574k |
|
30k |
19.37 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$567k |
|
5.4k |
105.52 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$558k |
|
4.1k |
135.85 |
Edison International
(EIX)
|
0.2 |
$553k |
|
8.7k |
63.62 |
Charles Schwab Corporation
(SCHW)
|
0.2 |
$551k |
|
6.6k |
83.26 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.2 |
$542k |
|
12k |
45.65 |
Fortinet
(FTNT)
|
0.2 |
$538k |
|
11k |
48.89 |
McDonald's Corporation
(MCD)
|
0.2 |
$538k |
|
2.0k |
263.50 |
Ishares Tr Mbs Etf
(MBB)
|
0.2 |
$536k |
|
5.8k |
92.75 |
Palo Alto Networks
(PANW)
|
0.2 |
$521k |
|
3.7k |
139.54 |
Visa Com Cl A
(V)
|
0.2 |
$511k |
|
2.5k |
207.76 |
Abbott Laboratories
(ABT)
|
0.2 |
$508k |
|
4.6k |
109.79 |
Altria
(MO)
|
0.2 |
$498k |
|
11k |
45.71 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$497k |
|
1.9k |
266.28 |
Netflix
(NFLX)
|
0.2 |
$496k |
|
1.7k |
294.88 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.1 |
$479k |
|
9.3k |
51.79 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$468k |
|
5.4k |
87.47 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$468k |
|
1.3k |
365.84 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$462k |
|
11k |
43.61 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$455k |
|
6.3k |
71.95 |
FedEx Corporation
(FDX)
|
0.1 |
$446k |
|
2.6k |
173.20 |
Kinder Morgan
(KMI)
|
0.1 |
$446k |
|
25k |
18.08 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$427k |
|
1.3k |
336.53 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.1 |
$406k |
|
5.4k |
74.49 |
Nike CL B
(NKE)
|
0.1 |
$397k |
|
3.4k |
117.01 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.1 |
$391k |
|
17k |
22.72 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.1 |
$390k |
|
3.7k |
104.24 |
salesforce
(CRM)
|
0.1 |
$384k |
|
2.9k |
132.59 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$383k |
|
839.00 |
456.65 |
Realty Income
(O)
|
0.1 |
$378k |
|
6.0k |
63.43 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$370k |
|
3.0k |
125.11 |
Boeing Company
(BA)
|
0.1 |
$357k |
|
1.9k |
190.49 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$350k |
|
1.0k |
347.73 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$348k |
|
2.6k |
132.40 |
Phillips Edison & Co Common Stock
(PECO)
|
0.1 |
$348k |
|
11k |
31.84 |
Target Corporation
(TGT)
|
0.1 |
$333k |
|
2.2k |
149.04 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$332k |
|
5.4k |
61.64 |
NVIDIA Corporation
(NVDA)
|
0.1 |
$328k |
|
2.2k |
146.14 |
Union Pacific Corporation
(UNP)
|
0.1 |
$323k |
|
1.6k |
207.07 |
Ishares Tr Core Total Usd
(IUSB)
|
0.1 |
$322k |
|
7.2k |
44.93 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$321k |
|
1.9k |
165.22 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$314k |
|
4.9k |
64.29 |
United Parcel Service CL B
(UPS)
|
0.1 |
$311k |
|
1.8k |
173.84 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.1 |
$299k |
|
6.1k |
49.27 |
General Motors Company
(GM)
|
0.1 |
$296k |
|
8.8k |
33.64 |
Wells Fargo & Company
(WFC)
|
0.1 |
$295k |
|
7.1k |
41.29 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$295k |
|
2.2k |
135.75 |
Freeport-mcmoran CL B
(FCX)
|
0.1 |
$295k |
|
7.7k |
38.00 |
Gilead Sciences
(GILD)
|
0.1 |
$288k |
|
3.4k |
85.85 |
Barrick Gold Corp
(GOLD)
|
0.1 |
$283k |
|
17k |
17.18 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$282k |
|
802.00 |
351.34 |
Southern Company
(SO)
|
0.1 |
$281k |
|
3.9k |
71.41 |
Ishares Tr U.s. Energy Etf
(IYE)
|
0.1 |
$280k |
|
6.0k |
46.49 |
Uber Technologies
(UBER)
|
0.1 |
$267k |
|
11k |
24.73 |
Kla Corp Com New
(KLAC)
|
0.1 |
$267k |
|
707.00 |
377.03 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.1 |
$265k |
|
693.00 |
382.38 |
Activision Blizzard
|
0.1 |
$260k |
|
3.4k |
76.55 |
Lyondellbasell Industries N Shs - A -
(LYB)
|
0.1 |
$255k |
|
3.1k |
83.03 |
Paypal Holdings
(PYPL)
|
0.1 |
$249k |
|
3.5k |
71.22 |
Vanguard World Fds Energy Etf
(VDE)
|
0.1 |
$243k |
|
2.0k |
121.28 |
Paychex
(PAYX)
|
0.1 |
$241k |
|
2.1k |
115.56 |
Lowe's Companies
(LOW)
|
0.1 |
$238k |
|
1.2k |
199.24 |
General Dynamics Corporation
(GD)
|
0.1 |
$237k |
|
955.00 |
248.11 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$235k |
|
1.3k |
174.36 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.1 |
$233k |
|
5.6k |
41.97 |
Coca-Cola Company
(KO)
|
0.1 |
$231k |
|
3.6k |
63.61 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$224k |
|
5.0k |
44.81 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$220k |
|
4.2k |
52.40 |
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$219k |
|
9.9k |
22.02 |
Ishares Tr Global Tech Etf
(IXN)
|
0.1 |
$217k |
|
4.9k |
44.83 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.1 |
$216k |
|
7.2k |
30.07 |
BlackRock
(BLK)
|
0.1 |
$208k |
|
294.00 |
708.63 |
Public Service Enterprise
(PEG)
|
0.1 |
$208k |
|
3.4k |
61.27 |
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.1 |
$207k |
|
4.4k |
46.98 |
Ishares Tr Faln Angls Usd
(FALN)
|
0.1 |
$206k |
|
8.4k |
24.61 |
Bce Com New
(BCE)
|
0.1 |
$201k |
|
4.6k |
43.95 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.1 |
$185k |
|
18k |
10.51 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.0 |
$133k |
|
12k |
11.18 |