Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
10.0 |
$34M |
|
714k |
48.06 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
7.2 |
$25M |
|
328k |
74.95 |
Vanguard Index Fds Value Etf
(VTV)
|
6.1 |
$21M |
|
148k |
142.10 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
5.6 |
$19M |
|
253k |
75.57 |
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
5.4 |
$19M |
|
375k |
49.28 |
Apple
(AAPL)
|
3.9 |
$14M |
|
69k |
193.97 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
3.2 |
$11M |
|
310k |
35.65 |
Merck & Co
(MRK)
|
2.8 |
$9.6M |
|
83k |
115.39 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.4 |
$8.2M |
|
30k |
275.18 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
2.1 |
$7.2M |
|
74k |
97.60 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
2.1 |
$7.2M |
|
91k |
79.03 |
Microsoft Corporation
(MSFT)
|
1.9 |
$6.4M |
|
19k |
340.54 |
Ishares Tr Short Treas Bd
(SHV)
|
1.8 |
$6.2M |
|
56k |
110.45 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.8 |
$6.1M |
|
150k |
40.68 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.7 |
$5.7M |
|
26k |
220.16 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
1.6 |
$5.4M |
|
99k |
54.80 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.5 |
$5.1M |
|
11k |
445.71 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.5 |
$5.0M |
|
69k |
72.62 |
Pgim Etf Tr Pgim Ultra Sh Bd
(PULS)
|
1.4 |
$4.7M |
|
96k |
49.41 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.2 |
$4.2M |
|
26k |
162.43 |
Exxon Mobil Corporation
(XOM)
|
1.1 |
$3.8M |
|
36k |
107.25 |
International Business Machines
(IBM)
|
1.1 |
$3.8M |
|
28k |
133.81 |
Chevron Corporation
(CVX)
|
1.1 |
$3.7M |
|
23k |
157.35 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$3.4M |
|
29k |
119.70 |
JPMorgan Chase & Co.
(JPM)
|
1.0 |
$3.4M |
|
23k |
145.44 |
Amazon
(AMZN)
|
1.0 |
$3.3M |
|
26k |
130.36 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
1.0 |
$3.3M |
|
34k |
97.46 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.9 |
$2.9M |
|
11k |
261.48 |
Vanguard Whitehall Fds Em Mk Gov Bd Etf
(VWOB)
|
0.8 |
$2.8M |
|
45k |
62.27 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.8 |
$2.8M |
|
23k |
120.97 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.8 |
$2.7M |
|
7.8k |
341.00 |
Enterprise Products Partners
(EPD)
|
0.8 |
$2.6M |
|
99k |
26.35 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.4M |
|
11k |
220.28 |
Johnson & Johnson
(JNJ)
|
0.7 |
$2.3M |
|
14k |
165.52 |
Caterpillar
(CAT)
|
0.7 |
$2.3M |
|
9.4k |
246.05 |
Meta Platforms Cl A
(META)
|
0.7 |
$2.3M |
|
7.9k |
286.98 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.7 |
$2.2M |
|
114k |
19.53 |
Enbridge
(ENB)
|
0.6 |
$2.2M |
|
59k |
37.15 |
Pfizer
(PFE)
|
0.6 |
$2.0M |
|
55k |
36.68 |
Wal-Mart Stores
(WMT)
|
0.6 |
$1.9M |
|
12k |
157.18 |
Abrdn Precious Metals Basket Physcl Precs Met
(GLTR)
|
0.5 |
$1.9M |
|
22k |
86.76 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.5 |
$1.9M |
|
37k |
50.22 |
Bank of America Corporation
(BAC)
|
0.5 |
$1.8M |
|
62k |
28.69 |
Philip Morris International
(PM)
|
0.4 |
$1.4M |
|
15k |
97.62 |
Cisco Systems
(CSCO)
|
0.4 |
$1.3M |
|
25k |
51.74 |
Qualcomm
(QCOM)
|
0.4 |
$1.3M |
|
11k |
119.04 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$1.3M |
|
13k |
99.65 |
3M Company
(MMM)
|
0.3 |
$1.2M |
|
12k |
100.09 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.3 |
$1.1M |
|
12k |
95.41 |
UnitedHealth
(UNH)
|
0.3 |
$1.1M |
|
2.3k |
480.64 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$1.1M |
|
11k |
104.04 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.3 |
$1.0M |
|
8.9k |
116.67 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.3 |
$1.0M |
|
19k |
52.11 |
Palo Alto Networks
(PANW)
|
0.3 |
$954k |
|
3.7k |
255.51 |
Pepsi
(PEP)
|
0.3 |
$948k |
|
5.1k |
185.22 |
Abbvie
(ABBV)
|
0.3 |
$948k |
|
7.0k |
134.74 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.3 |
$936k |
|
19k |
48.94 |
Verizon Communications
(VZ)
|
0.3 |
$936k |
|
25k |
37.19 |
Wp Carey
(WPC)
|
0.3 |
$908k |
|
13k |
67.56 |
Home Depot
(HD)
|
0.3 |
$895k |
|
2.9k |
310.65 |
Comcast Corp Cl A
(CMCSA)
|
0.3 |
$859k |
|
21k |
41.55 |
Boeing Company
(BA)
|
0.2 |
$844k |
|
4.0k |
211.16 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$828k |
|
2.0k |
423.02 |
Cummins
(CMI)
|
0.2 |
$815k |
|
3.3k |
245.16 |
Starbucks Corporation
(SBUX)
|
0.2 |
$799k |
|
8.1k |
99.06 |
Procter & Gamble Company
(PG)
|
0.2 |
$785k |
|
5.2k |
151.74 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.2 |
$758k |
|
5.6k |
134.87 |
Unilever Spon Adr New
(UL)
|
0.2 |
$751k |
|
14k |
52.13 |
Fortinet
(FTNT)
|
0.2 |
$741k |
|
9.8k |
75.59 |
Altria
(MO)
|
0.2 |
$735k |
|
16k |
45.30 |
Netflix
(NFLX)
|
0.2 |
$721k |
|
1.6k |
440.49 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$693k |
|
7.1k |
97.96 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$689k |
|
1.9k |
369.42 |
Tesla Motors
(TSLA)
|
0.2 |
$673k |
|
2.6k |
261.77 |
Ishares Tr Msci Usa Value
(VLUE)
|
0.2 |
$673k |
|
7.2k |
93.79 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$662k |
|
1.4k |
488.99 |
Valley National Ban
(VLY)
|
0.2 |
$659k |
|
85k |
7.75 |
Nextera Energy
(NEE)
|
0.2 |
$631k |
|
8.5k |
74.20 |
salesforce
(CRM)
|
0.2 |
$612k |
|
2.9k |
211.26 |
McDonald's Corporation
(MCD)
|
0.2 |
$609k |
|
2.0k |
298.37 |
FedEx Corporation
(FDX)
|
0.2 |
$608k |
|
2.5k |
247.90 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$595k |
|
1.3k |
468.98 |
Glacier Ban
(GBCI)
|
0.2 |
$580k |
|
19k |
31.17 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$577k |
|
1.3k |
460.25 |
Edison International
(EIX)
|
0.2 |
$571k |
|
8.2k |
69.45 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.2 |
$564k |
|
5.6k |
100.92 |
Visa Com Cl A
(V)
|
0.2 |
$555k |
|
2.3k |
237.48 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$545k |
|
4.1k |
132.73 |
Uber Technologies
(UBER)
|
0.2 |
$544k |
|
13k |
43.17 |
Intel Corporation
(INTC)
|
0.2 |
$533k |
|
16k |
33.44 |
Walt Disney Company
(DIS)
|
0.2 |
$527k |
|
5.9k |
89.28 |
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts
(EELV)
|
0.2 |
$527k |
|
22k |
23.52 |
Truist Financial Corp equities
(TFC)
|
0.1 |
$499k |
|
17k |
30.35 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$498k |
|
8.8k |
56.68 |
At&t
(T)
|
0.1 |
$498k |
|
31k |
15.95 |
First Fndtn
(FFWM)
|
0.1 |
$494k |
|
124k |
3.97 |
Amgen
(AMGN)
|
0.1 |
$491k |
|
2.2k |
222.02 |
Kinder Morgan
(KMI)
|
0.1 |
$479k |
|
28k |
17.22 |
Abbott Laboratories
(ABT)
|
0.1 |
$473k |
|
4.3k |
109.02 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$452k |
|
839.00 |
538.61 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$411k |
|
2.6k |
156.46 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$406k |
|
4.9k |
83.25 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$405k |
|
6.3k |
63.95 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$396k |
|
1.0k |
393.30 |
Albemarle Corporation
(ALB)
|
0.1 |
$388k |
|
1.7k |
223.09 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$376k |
|
4.6k |
81.17 |
CVS Caremark Corporation
(CVS)
|
0.1 |
$375k |
|
5.4k |
69.13 |
Nike CL B
(NKE)
|
0.1 |
$375k |
|
3.4k |
110.37 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$363k |
|
3.0k |
122.58 |
Kla Corp Com New
(KLAC)
|
0.1 |
$362k |
|
747.00 |
485.02 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$340k |
|
1.9k |
180.02 |
Ishares Tr National Mun Etf
(MUB)
|
0.1 |
$336k |
|
3.1k |
106.73 |
Lyondellbasell Industries N Shs - A -
(LYB)
|
0.1 |
$332k |
|
3.6k |
91.83 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$329k |
|
7.5k |
43.80 |
Newmont Mining Corporation
(NEM)
|
0.1 |
$328k |
|
7.7k |
42.66 |
United Parcel Service CL B
(UPS)
|
0.1 |
$321k |
|
1.8k |
179.25 |
Union Pacific Corporation
(UNP)
|
0.1 |
$319k |
|
1.6k |
204.62 |
Freeport-mcmoran CL B
(FCX)
|
0.1 |
$310k |
|
7.7k |
40.00 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$300k |
|
2.2k |
138.06 |
Barrick Gold Corp
(GOLD)
|
0.1 |
$298k |
|
18k |
16.93 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$295k |
|
725.00 |
407.28 |
Target Corporation
(TGT)
|
0.1 |
$286k |
|
2.2k |
131.90 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
0.1 |
$281k |
|
4.4k |
63.20 |
Southern Company
(SO)
|
0.1 |
$277k |
|
3.9k |
70.25 |
Lowe's Companies
(LOW)
|
0.1 |
$269k |
|
1.2k |
225.70 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.1 |
$257k |
|
5.6k |
46.18 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$252k |
|
1.3k |
187.27 |
General Dynamics Corporation
(GD)
|
0.1 |
$246k |
|
1.1k |
215.15 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$242k |
|
3.6k |
67.50 |
Broadcom
(AVGO)
|
0.1 |
$240k |
|
277.00 |
867.43 |
Paypal Holdings
(PYPL)
|
0.1 |
$235k |
|
3.5k |
66.73 |
Paychex
(PAYX)
|
0.1 |
$234k |
|
2.1k |
111.87 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$227k |
|
5.0k |
45.42 |
Crown Castle Intl
(CCI)
|
0.1 |
$227k |
|
2.0k |
113.94 |
Vanguard World Fds Energy Etf
(VDE)
|
0.1 |
$226k |
|
2.0k |
112.89 |
Phillips Edison & Co Common Stock
(PECO)
|
0.1 |
$224k |
|
6.6k |
34.08 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$224k |
|
4.2k |
53.26 |
Novo-nordisk A S Adr
(NVO)
|
0.1 |
$223k |
|
1.4k |
161.83 |
Coca-Cola Company
(KO)
|
0.1 |
$218k |
|
3.6k |
60.22 |
Gilead Sciences
(GILD)
|
0.1 |
$218k |
|
2.8k |
77.07 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.1 |
$218k |
|
2.2k |
100.79 |
Public Service Enterprise
(PEG)
|
0.1 |
$213k |
|
3.4k |
62.61 |
Ishares Tr U.s. Energy Etf
(IYE)
|
0.1 |
$211k |
|
4.9k |
42.84 |
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$207k |
|
9.9k |
20.89 |
Medtronic SHS
(MDT)
|
0.1 |
$207k |
|
2.3k |
88.10 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.1 |
$205k |
|
11k |
19.39 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$202k |
|
2.8k |
72.50 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.1 |
$189k |
|
18k |
10.77 |