Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
10.1 |
$33M |
|
675k |
48.79 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
6.1 |
$20M |
|
307k |
65.17 |
Vanguard Index Fds Value Etf
(VTV)
|
5.6 |
$18M |
|
133k |
138.11 |
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
5.6 |
$18M |
|
364k |
50.43 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
5.5 |
$18M |
|
237k |
76.49 |
Apple
(AAPL)
|
3.5 |
$12M |
|
70k |
164.90 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
3.1 |
$10M |
|
287k |
34.80 |
Merck & Co
(MRK)
|
2.7 |
$8.9M |
|
83k |
106.39 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.2 |
$7.3M |
|
30k |
244.33 |
Ishares Tr Short Treas Bd
(SHV)
|
2.1 |
$6.7M |
|
61k |
110.50 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
2.0 |
$6.5M |
|
81k |
80.22 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
2.0 |
$6.4M |
|
65k |
99.23 |
Microsoft Corporation
(MSFT)
|
1.7 |
$5.5M |
|
19k |
288.31 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.7 |
$5.4M |
|
135k |
40.40 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.6 |
$5.2M |
|
71k |
73.16 |
Pgim Etf Tr Pgim Ultra Sh Bd
(PULS)
|
1.6 |
$5.1M |
|
104k |
49.30 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.6 |
$5.1M |
|
24k |
210.92 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.5 |
$4.8M |
|
12k |
411.08 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
1.5 |
$4.8M |
|
91k |
52.70 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
1.3 |
$4.4M |
|
48k |
90.45 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.2 |
$4.0M |
|
26k |
154.01 |
Exxon Mobil Corporation
(XOM)
|
1.2 |
$3.9M |
|
36k |
109.66 |
Chevron Corporation
(CVX)
|
1.2 |
$3.8M |
|
23k |
163.16 |
International Business Machines
(IBM)
|
1.1 |
$3.7M |
|
28k |
131.09 |
JPMorgan Chase & Co.
(JPM)
|
0.9 |
$3.0M |
|
23k |
130.31 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.9 |
$2.9M |
|
28k |
103.73 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.9 |
$2.8M |
|
11k |
250.16 |
Vanguard Whitehall Fds Em Mk Gov Bd Etf
(VWOB)
|
0.8 |
$2.5M |
|
41k |
62.31 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.8 |
$2.5M |
|
52k |
48.15 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.7 |
$2.4M |
|
7.9k |
308.77 |
Pfizer
(PFE)
|
0.7 |
$2.4M |
|
59k |
40.80 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.7 |
$2.4M |
|
23k |
104.00 |
Enterprise Products Partners
(EPD)
|
0.7 |
$2.3M |
|
91k |
25.90 |
Enbridge
(ENB)
|
0.7 |
$2.3M |
|
60k |
38.15 |
Johnson & Johnson
(JNJ)
|
0.7 |
$2.2M |
|
14k |
155.00 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.2M |
|
11k |
204.10 |
Caterpillar
(CAT)
|
0.7 |
$2.1M |
|
9.4k |
228.84 |
Amazon
(AMZN)
|
0.6 |
$2.1M |
|
20k |
103.29 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.6 |
$2.1M |
|
107k |
19.50 |
Abrdn Precious Metals Basket Physcl Precs Met
(GLTR)
|
0.6 |
$2.0M |
|
22k |
91.21 |
Wal-Mart Stores
(WMT)
|
0.6 |
$1.9M |
|
13k |
147.45 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.6 |
$1.9M |
|
37k |
50.66 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.6 |
$1.9M |
|
20k |
93.68 |
Meta Platforms Cl A
(META)
|
0.5 |
$1.7M |
|
8.0k |
211.94 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.5 |
$1.6M |
|
33k |
48.53 |
Qualcomm
(QCOM)
|
0.5 |
$1.5M |
|
12k |
127.58 |
Wp Carey
(WPC)
|
0.4 |
$1.5M |
|
19k |
77.45 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.4 |
$1.5M |
|
14k |
104.68 |
Philip Morris International
(PM)
|
0.4 |
$1.4M |
|
15k |
97.25 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.4 |
$1.4M |
|
25k |
54.26 |
Bank of America Corporation
(BAC)
|
0.4 |
$1.4M |
|
47k |
28.60 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$1.3M |
|
14k |
96.70 |
Cisco Systems
(CSCO)
|
0.4 |
$1.3M |
|
25k |
52.27 |
Abbvie
(ABBV)
|
0.4 |
$1.3M |
|
8.0k |
159.38 |
UnitedHealth
(UNH)
|
0.3 |
$1.1M |
|
2.3k |
472.59 |
Verizon Communications
(VZ)
|
0.3 |
$1.0M |
|
27k |
38.89 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.3 |
$1.0M |
|
8.9k |
115.08 |
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts
(EELV)
|
0.3 |
$970k |
|
42k |
23.23 |
Pepsi
(PEP)
|
0.3 |
$933k |
|
5.1k |
182.30 |
Home Depot
(HD)
|
0.3 |
$925k |
|
3.1k |
295.15 |
Glacier Ban
(GBCI)
|
0.3 |
$907k |
|
22k |
42.01 |
Starbucks Corporation
(SBUX)
|
0.3 |
$865k |
|
8.3k |
104.13 |
Comcast Corp Cl A
(CMCSA)
|
0.2 |
$801k |
|
21k |
37.91 |
At&t
(T)
|
0.2 |
$786k |
|
41k |
19.25 |
Valley National Ban
(VLY)
|
0.2 |
$785k |
|
85k |
9.24 |
Procter & Gamble Company
(PG)
|
0.2 |
$769k |
|
5.2k |
148.69 |
Unilever Spon Adr New
(UL)
|
0.2 |
$748k |
|
14k |
51.93 |
Palo Alto Networks
(PANW)
|
0.2 |
$746k |
|
3.7k |
199.74 |
3M Company
(MMM)
|
0.2 |
$729k |
|
6.9k |
105.11 |
First Fndtn
(FFWM)
|
0.2 |
$718k |
|
96k |
7.45 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.2 |
$709k |
|
5.7k |
124.07 |
CVS Caremark Corporation
(CVS)
|
0.2 |
$701k |
|
9.4k |
74.31 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$700k |
|
7.1k |
97.93 |
Walt Disney Company
(DIS)
|
0.2 |
$698k |
|
7.0k |
100.13 |
Boeing Company
(BA)
|
0.2 |
$696k |
|
3.3k |
212.46 |
Ishares Tr Msci Usa Value
(VLUE)
|
0.2 |
$669k |
|
7.2k |
92.59 |
Nextera Energy
(NEE)
|
0.2 |
$655k |
|
8.5k |
77.08 |
Fortinet
(FTNT)
|
0.2 |
$652k |
|
9.8k |
66.46 |
Cummins
(CMI)
|
0.2 |
$632k |
|
2.6k |
238.88 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$625k |
|
2.3k |
277.77 |
Intel Corporation
(INTC)
|
0.2 |
$619k |
|
19k |
32.67 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$599k |
|
1.9k |
320.93 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$593k |
|
1.3k |
472.60 |
Netflix
(NFLX)
|
0.2 |
$581k |
|
1.7k |
345.48 |
Edison International
(EIX)
|
0.2 |
$580k |
|
8.2k |
70.59 |
salesforce
(CRM)
|
0.2 |
$579k |
|
2.9k |
199.78 |
McDonald's Corporation
(MCD)
|
0.2 |
$570k |
|
2.0k |
279.57 |
FedEx Corporation
(FDX)
|
0.2 |
$566k |
|
2.5k |
228.49 |
Truist Financial Corp equities
(TFC)
|
0.2 |
$561k |
|
17k |
34.10 |
Visa Com Cl A
(V)
|
0.2 |
$539k |
|
2.4k |
225.46 |
Amgen
(AMGN)
|
0.2 |
$535k |
|
2.2k |
241.75 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$532k |
|
4.1k |
129.46 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$522k |
|
1.4k |
385.37 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.2 |
$506k |
|
5.4k |
93.02 |
Altria
(MO)
|
0.1 |
$486k |
|
11k |
44.62 |
Newmont Mining Corporation
(NEM)
|
0.1 |
$483k |
|
9.8k |
49.02 |
Kinder Morgan
(KMI)
|
0.1 |
$449k |
|
26k |
17.51 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$444k |
|
5.4k |
82.83 |
Abbott Laboratories
(ABT)
|
0.1 |
$439k |
|
4.3k |
101.26 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$439k |
|
1.3k |
343.42 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$439k |
|
6.3k |
69.31 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$425k |
|
8.1k |
52.38 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$417k |
|
839.00 |
497.05 |
Nike CL B
(NKE)
|
0.1 |
$416k |
|
3.4k |
122.64 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$376k |
|
2.6k |
143.14 |
Target Corporation
(TGT)
|
0.1 |
$370k |
|
2.2k |
165.63 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$366k |
|
3.0k |
123.71 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$366k |
|
1.0k |
363.41 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$361k |
|
1.9k |
186.01 |
United Parcel Service CL B
(UPS)
|
0.1 |
$347k |
|
1.8k |
193.99 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$345k |
|
4.9k |
70.72 |
Uber Technologies
(UBER)
|
0.1 |
$342k |
|
11k |
31.70 |
GSK Sponsored Adr
(GSK)
|
0.1 |
$340k |
|
9.6k |
35.58 |
Lyondellbasell Industries N Shs - A -
(LYB)
|
0.1 |
$340k |
|
3.6k |
93.89 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.1 |
$339k |
|
7.2k |
46.91 |
Ishares Tr National Mun Etf
(MUB)
|
0.1 |
$329k |
|
3.1k |
107.74 |
Tesla Motors
(TSLA)
|
0.1 |
$326k |
|
1.6k |
207.46 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.1 |
$324k |
|
3.2k |
101.66 |
Freeport-mcmoran CL B
(FCX)
|
0.1 |
$317k |
|
7.7k |
40.91 |
Union Pacific Corporation
(UNP)
|
0.1 |
$314k |
|
1.6k |
201.26 |
General Motors Company
(GM)
|
0.1 |
$311k |
|
8.5k |
36.68 |
Wells Fargo & Company
(WFC)
|
0.1 |
$305k |
|
8.1k |
37.38 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$302k |
|
802.00 |
376.07 |
Kla Corp Com New
(KLAC)
|
0.1 |
$298k |
|
747.00 |
399.17 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$292k |
|
2.2k |
134.22 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$288k |
|
4.3k |
66.85 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.1 |
$284k |
|
693.00 |
409.34 |
Coca-Cola Company
(KO)
|
0.1 |
$278k |
|
4.5k |
62.03 |
Southern Company
(SO)
|
0.1 |
$274k |
|
3.9k |
69.58 |
Barrick Gold Corp
(GOLD)
|
0.1 |
$271k |
|
15k |
18.57 |
Paypal Holdings
(PYPL)
|
0.1 |
$266k |
|
3.5k |
75.94 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.1 |
$263k |
|
4.9k |
53.61 |
Phillips Edison & Co Common Stock
(PECO)
|
0.1 |
$261k |
|
8.0k |
32.62 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.1 |
$260k |
|
13k |
19.86 |
Ishares Tr Us Regnl Bks Etf
(IAT)
|
0.1 |
$258k |
|
7.2k |
35.79 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.1 |
$251k |
|
5.6k |
45.17 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$241k |
|
5.7k |
41.93 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$240k |
|
1.3k |
178.40 |
Paychex
(PAYX)
|
0.1 |
$239k |
|
2.1k |
114.59 |
Lowe's Companies
(LOW)
|
0.1 |
$238k |
|
1.2k |
199.97 |
Gilead Sciences
(GILD)
|
0.1 |
$235k |
|
2.8k |
82.97 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$234k |
|
6.5k |
36.05 |
Ishares Tr U.s. Energy Etf
(IYE)
|
0.1 |
$233k |
|
5.3k |
43.75 |
Vanguard World Fds Energy Etf
(VDE)
|
0.1 |
$229k |
|
2.0k |
114.23 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$226k |
|
5.0k |
45.15 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$225k |
|
4.2k |
53.51 |
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$220k |
|
9.9k |
22.12 |
Novo-nordisk A S Adr
(NVO)
|
0.1 |
$219k |
|
1.4k |
159.14 |
General Dynamics Corporation
(GD)
|
0.1 |
$218k |
|
955.00 |
228.21 |
British Amern Tob Sponsored Adr
(BTI)
|
0.1 |
$214k |
|
6.1k |
35.12 |
Public Service Enterprise
(PEG)
|
0.1 |
$212k |
|
3.4k |
62.45 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.1 |
$203k |
|
18k |
11.59 |