Ishares Core S&p Small-cap Mutual Fund/sto
(IJR)
|
7.4 |
$28M |
|
308k |
91.90 |
Ishares Core S&p Mid-cap Mutual Fund/sto
(IJH)
|
7.3 |
$28M |
|
123k |
229.83 |
Vanguard S&p 500 Etf Mutual Fund/sto
(VOO)
|
5.2 |
$20M |
|
59k |
343.69 |
Apple Common Stock
(AAPL)
|
3.7 |
$14M |
|
106k |
132.69 |
Ishares Core Msci Eafe Mutual Funds Gl
(IEFA)
|
3.3 |
$13M |
|
185k |
69.09 |
Ishares Core Msci Emerging Mutual Funds Gl
(IEMG)
|
3.0 |
$12M |
|
185k |
62.04 |
Ishares Core S&p 500 Mutual Fund/sto
(IVV)
|
2.3 |
$8.9M |
|
24k |
375.39 |
First Trust Low Mutual Fund/gov
(LMBS)
|
2.3 |
$8.8M |
|
171k |
51.47 |
Spdr S&p Midcap 400 Mutual Fund/sto
(MDY)
|
2.2 |
$8.5M |
|
20k |
419.92 |
SPDR S&P 500 Mutual Fund/sto
(SPY)
|
2.1 |
$8.3M |
|
22k |
373.90 |
Microsoft Corp Common Stock
(MSFT)
|
1.8 |
$7.1M |
|
32k |
222.43 |
Amazon Common Stock
(AMZN)
|
1.8 |
$6.8M |
|
2.1k |
3256.90 |
Ishares National Amt-free Muni Mutual Funds/mu
(MUB)
|
1.5 |
$5.8M |
|
49k |
117.19 |
Ishares Core S&p Total Us Mutual Fund/sto
(ITOT)
|
1.4 |
$5.3M |
|
61k |
86.22 |
Ishares Msci Eafe Mutual Funds Gl
(EFA)
|
1.3 |
$4.9M |
|
68k |
72.96 |
Ishares Russell 1000 Growth Mutual Fund/sto
(IWF)
|
1.2 |
$4.7M |
|
20k |
241.13 |
Vanguard Total Bond Market Etf Mutual Fund/gov
(BND)
|
1.2 |
$4.5M |
|
51k |
88.18 |
Vanguard Value Index Mutual Fund/sto
(VTV)
|
1.1 |
$4.3M |
|
36k |
118.95 |
Alphabet Common Stock
(GOOGL)
|
1.1 |
$4.3M |
|
2.4k |
1752.76 |
Facebook Common Stock
(META)
|
1.1 |
$4.3M |
|
16k |
273.12 |
Vanguard Real Estate Etf Mutual Fund/sto
(VNQ)
|
1.1 |
$4.2M |
|
49k |
84.93 |
Vanguard Short-term Corp Bd Idx Mutual Fund/cor
(VCSH)
|
1.0 |
$4.0M |
|
48k |
83.24 |
Adobe Systems Common Stock
(ADBE)
|
1.0 |
$3.9M |
|
7.7k |
500.06 |
Ishares Msci Emerging Markets Mutual Funds Gl
(EEM)
|
1.0 |
$3.7M |
|
73k |
51.67 |
Vanguard Mid-cap Etf Mutual Fund/sto
(VO)
|
1.0 |
$3.7M |
|
18k |
206.76 |
Vanguard Small Cap Etf Mutual Fund/sto
(VB)
|
0.9 |
$3.7M |
|
19k |
194.68 |
Visa Common Stock
(V)
|
0.9 |
$3.4M |
|
16k |
218.72 |
Ishares St National Amtfree Mutual Funds/mu
(SUB)
|
0.9 |
$3.3M |
|
31k |
108.09 |
Abbott Laboratories Common Stock
(ABT)
|
0.9 |
$3.3M |
|
30k |
109.49 |
Exxon Mobil Corp Common Stock
(XOM)
|
0.8 |
$3.0M |
|
73k |
41.21 |
Ishares Core Total Us Bond Mutual Fund/cor
(AGG)
|
0.7 |
$2.9M |
|
24k |
118.20 |
Jp Morgan Chase & Co Common Stock
(JPM)
|
0.7 |
$2.8M |
|
22k |
127.09 |
Unitedhealth Group Common Stock
(UNH)
|
0.7 |
$2.7M |
|
7.8k |
350.72 |
Procter & Gamble Common Stock
(PG)
|
0.7 |
$2.6M |
|
19k |
139.17 |
Alphabet Common Stock
(GOOG)
|
0.7 |
$2.5M |
|
1.4k |
1751.74 |
Home Depot Common Stock
(HD)
|
0.6 |
$2.5M |
|
9.3k |
265.57 |
Accenture Foreign Stock
(ACN)
|
0.6 |
$2.3M |
|
9.0k |
261.15 |
Merck & Co Common Stock
(MRK)
|
0.6 |
$2.3M |
|
28k |
81.78 |
Vanguard Ftse Developed Markets Mutual Fund/sto
(VEA)
|
0.6 |
$2.3M |
|
48k |
47.21 |
Illinois Tool Works Common Stock
(ITW)
|
0.6 |
$2.3M |
|
11k |
203.86 |
Abbvie Inc Sr Nt Common Stock
(ABBV)
|
0.6 |
$2.2M |
|
21k |
107.17 |
Verizon Communications Common Stock
(VZ)
|
0.6 |
$2.2M |
|
37k |
58.76 |
Nike Common Stock
(NKE)
|
0.6 |
$2.2M |
|
15k |
141.47 |
Disney Walt Common Stock
(DIS)
|
0.5 |
$2.1M |
|
12k |
181.15 |
Pepsico Common Stock
(PEP)
|
0.5 |
$2.1M |
|
14k |
148.32 |
Salesforce.com Common Stock
(CRM)
|
0.5 |
$2.0M |
|
8.9k |
222.57 |
Nextera Energy Common Stock
(NEE)
|
0.5 |
$1.9M |
|
25k |
77.13 |
Broadcom Common Stock
(AVGO)
|
0.5 |
$1.9M |
|
4.4k |
437.75 |
Pfizer Common Stock
(PFE)
|
0.5 |
$1.9M |
|
53k |
36.81 |
Bank Of America Corp Common Stock
(BAC)
|
0.5 |
$1.9M |
|
64k |
30.30 |
Philip Morris International Common Stock
(PM)
|
0.5 |
$1.9M |
|
23k |
82.77 |
Chevron Corp Common Stock
(CVX)
|
0.5 |
$1.9M |
|
22k |
84.45 |
Ishares Russell Mid-cap Mutual Fund/sto
(IWR)
|
0.5 |
$1.8M |
|
26k |
68.55 |
Vanguard Emerging Markets Mutual Fund/sto
(VWO)
|
0.5 |
$1.7M |
|
35k |
50.12 |
At&t Common Stock
(T)
|
0.4 |
$1.7M |
|
58k |
28.75 |
The Bank Of New York Company Common Stock
(BK)
|
0.4 |
$1.7M |
|
39k |
42.45 |
Honeywell International Common Stock
(HON)
|
0.4 |
$1.6M |
|
7.7k |
212.75 |
Ishares Russell 2000 Mutual Fund/sto
(IWM)
|
0.4 |
$1.6M |
|
8.0k |
196.00 |
Johnson & Johnson Common Stock
(JNJ)
|
0.4 |
$1.6M |
|
9.9k |
157.32 |
Paypal Hldgs Common Stock
(PYPL)
|
0.4 |
$1.5M |
|
6.5k |
234.13 |
Vanguard Energy Etf Mutual Fund/sto
(VDE)
|
0.4 |
$1.5M |
|
29k |
51.87 |
Mastercard Common Stock
(MA)
|
0.4 |
$1.5M |
|
4.1k |
356.97 |
Taiwan Semiconductor Foreign Stock
(TSM)
|
0.4 |
$1.5M |
|
13k |
109.05 |
Ishares Russell 1000 Value Mutual Fund/sto
(IWD)
|
0.4 |
$1.4M |
|
11k |
136.70 |
Hdg Msci Eafe Mutual Fund/sto
(HEFA)
|
0.4 |
$1.4M |
|
48k |
30.46 |
Micron Technology Common Stock
(MU)
|
0.3 |
$1.3M |
|
18k |
75.20 |
Costco Wholesale Corp Common Stock
(COST)
|
0.3 |
$1.3M |
|
3.5k |
376.71 |
Coca Cola Common Stock
(KO)
|
0.3 |
$1.3M |
|
24k |
54.84 |
Eaton Corp Foreign Stock
(ETN)
|
0.3 |
$1.3M |
|
11k |
120.14 |
Comcast Corp Common Stock
(CMCSA)
|
0.3 |
$1.3M |
|
25k |
52.39 |
Csx Corp Common Stock
(CSX)
|
0.3 |
$1.3M |
|
14k |
90.76 |
Vanguard Mid-cap Value Etf Mutual Fund/sto
(VOE)
|
0.3 |
$1.2M |
|
10k |
118.97 |
Duke Energy Corp Common Stock
(DUK)
|
0.3 |
$1.2M |
|
13k |
91.57 |
Align Technology Common Stock
(ALGN)
|
0.3 |
$1.2M |
|
2.2k |
534.23 |
Trane Technologies Foreign Stock
(TT)
|
0.3 |
$1.2M |
|
8.2k |
145.15 |
Vanguard Small Cap Value Etf Mutual Fund/sto
(VBR)
|
0.3 |
$1.2M |
|
8.3k |
142.24 |
Cisco Systems Common Stock
(CSCO)
|
0.3 |
$1.2M |
|
26k |
44.77 |
Mcdonalds Corp Common Stock
(MCD)
|
0.3 |
$1.1M |
|
5.3k |
214.65 |
Southern Common Stock
(SO)
|
0.3 |
$1.1M |
|
19k |
61.44 |
Eli Lilly & Co Common Stock
(LLY)
|
0.3 |
$1.1M |
|
6.7k |
168.90 |
Automatic Data Processing Common Stock
(ADP)
|
0.3 |
$1.1M |
|
6.3k |
176.27 |
American Tower Corp Common Stock
(AMT)
|
0.3 |
$1.1M |
|
4.9k |
224.37 |
Energy Select Sector Spdr Fund Mutual Fund/sto
(XLE)
|
0.3 |
$1.1M |
|
29k |
37.88 |
Nvidia Corp Common Stock
(NVDA)
|
0.3 |
$1.1M |
|
2.1k |
522.14 |
Bce Foreign Stock
(BCE)
|
0.3 |
$1.1M |
|
25k |
42.80 |
Zoetis Common Stock
(ZTS)
|
0.3 |
$1.0M |
|
6.3k |
165.52 |
Starbucks Corp Common Stock
(SBUX)
|
0.3 |
$1.0M |
|
9.6k |
107.02 |
Dominion Energy Common Stock
(D)
|
0.3 |
$1.0M |
|
13k |
75.22 |
Texas Instruments Common Stock
(TXN)
|
0.3 |
$976k |
|
5.9k |
164.17 |
Cdn Imperial Bk Foreign Stock
(CM)
|
0.3 |
$975k |
|
11k |
85.50 |
Servicenow Common Stock
(NOW)
|
0.2 |
$958k |
|
1.7k |
550.57 |
Autodesk Common Stock
(ADSK)
|
0.2 |
$944k |
|
3.1k |
305.30 |
National Grid Foreign Stock
(NGG)
|
0.2 |
$913k |
|
16k |
59.03 |
Celanese Corp Common Stock
(CE)
|
0.2 |
$880k |
|
6.8k |
129.93 |
Intercontinentalexchange Group Common Stock
(ICE)
|
0.2 |
$875k |
|
7.6k |
115.31 |
United Parcel Service Common Stock
(UPS)
|
0.2 |
$841k |
|
5.0k |
168.49 |
International Business Machs Common Stock
(IBM)
|
0.2 |
$825k |
|
6.6k |
125.88 |
Agilent Technologies Common Stock
(A)
|
0.2 |
$824k |
|
7.0k |
118.42 |
Walmart Common Stock
(WMT)
|
0.2 |
$822k |
|
5.7k |
144.24 |
Vodafone Group Foreign Stock
(VOD)
|
0.2 |
$807k |
|
49k |
16.49 |
Intel Corp Common Stock
(INTC)
|
0.2 |
$787k |
|
16k |
49.85 |
Dollar General Corp Common Stock
(DG)
|
0.2 |
$763k |
|
3.6k |
210.37 |
Crown Castle Intl Corp Common Stock
(CCI)
|
0.2 |
$753k |
|
4.7k |
159.04 |
Vanguard Total Stock Market Etf Mutual Fund/sto
(VTI)
|
0.2 |
$743k |
|
3.8k |
194.76 |
British American Tobacco Foreign Stock
(BTI)
|
0.2 |
$741k |
|
20k |
37.50 |
Mondelez Intl Common Stock
(MDLZ)
|
0.2 |
$738k |
|
13k |
58.49 |
Amgen Common Stock
(AMGN)
|
0.2 |
$727k |
|
3.2k |
229.77 |
Unilever Foreign Stock
(UL)
|
0.2 |
$716k |
|
12k |
60.39 |
Altria Group Common Stock
(MO)
|
0.2 |
$700k |
|
17k |
41.01 |
Glaxosmithkline Foreign Stock
|
0.2 |
$697k |
|
19k |
36.79 |
Schwab Charles Corp Common Stock
(SCHW)
|
0.2 |
$690k |
|
13k |
53.00 |
Monster Beverage Corp Common Stock
(MNST)
|
0.2 |
$682k |
|
7.4k |
92.50 |
Spdr S&p 600 Small Cap Mutual Fund/sto
|
0.2 |
$643k |
|
8.1k |
79.54 |
Lowes Companies Common Stock
(LOW)
|
0.2 |
$621k |
|
3.9k |
160.55 |
3M Common Stock
(MMM)
|
0.2 |
$618k |
|
3.5k |
174.82 |
Bristol-myers Squibb Common Stock
(BMY)
|
0.2 |
$612k |
|
9.9k |
62.07 |
Astrazeneca Foreign Stock
(AZN)
|
0.2 |
$610k |
|
12k |
49.97 |
Yum! Brands Common Stock
(YUM)
|
0.2 |
$610k |
|
5.6k |
108.64 |
Netflix Common Stock
(NFLX)
|
0.2 |
$607k |
|
1.1k |
541.00 |
Voya Finl Common Stock
(VOYA)
|
0.2 |
$599k |
|
10k |
58.85 |
Gartner Common Stock
(IT)
|
0.1 |
$559k |
|
3.5k |
160.26 |
Enbridge Foreign Stock
(ENB)
|
0.1 |
$555k |
|
17k |
31.96 |
Berkshire Hathaway Common Stock
(BRK.B)
|
0.1 |
$549k |
|
2.4k |
232.04 |
Gilead Sciences Common Stock
(GILD)
|
0.1 |
$533k |
|
9.1k |
58.28 |
Thermo Fisher Scientific Common Stock
(TMO)
|
0.1 |
$531k |
|
1.1k |
466.20 |
Ppl Corp Common Stock
(PPL)
|
0.1 |
$528k |
|
19k |
28.23 |
Kimberly Clark Corp Common Stock
(KMB)
|
0.1 |
$524k |
|
3.9k |
134.75 |
Financial Select Sector Spdrr Mutual Fund/sto
(XLF)
|
0.1 |
$513k |
|
17k |
29.49 |
Pnc Financial Services Group Common Stock
(PNC)
|
0.1 |
$498k |
|
3.3k |
149.15 |
Gallagher Arthur J & Co Common Stock
(AJG)
|
0.1 |
$497k |
|
4.0k |
123.69 |
Msci Common Stock
(MSCI)
|
0.1 |
$494k |
|
1.1k |
446.65 |
Regeneron Pharmaceuticals Common Stock
(REGN)
|
0.1 |
$493k |
|
1.0k |
483.33 |
Lockheed Martin Corp Common Stock
(LMT)
|
0.1 |
$475k |
|
1.3k |
355.01 |
Illumina Common Stock
(ILMN)
|
0.1 |
$472k |
|
1.3k |
369.62 |
Huntington Bancshares Common Stock
(HBAN)
|
0.1 |
$471k |
|
37k |
12.63 |
Southwest Airlines Common Stock
(LUV)
|
0.1 |
$459k |
|
9.9k |
46.59 |
Ishares Intermediate-term Mutual Fund/cor
(IGIB)
|
0.1 |
$459k |
|
7.4k |
61.82 |
Qualcomm Common Stock
(QCOM)
|
0.1 |
$443k |
|
2.9k |
152.29 |
Danaher Corp Common Stock
(DHR)
|
0.1 |
$436k |
|
2.0k |
222.34 |
American Electric Power Common Stock
(AEP)
|
0.1 |
$428k |
|
5.1k |
83.19 |
Intuitive Surgical Common Stock
(ISRG)
|
0.1 |
$418k |
|
511.00 |
818.00 |
American Express Common Stock
(AXP)
|
0.1 |
$415k |
|
3.4k |
120.99 |
Deere & Co Common Stock
(DE)
|
0.1 |
$414k |
|
1.5k |
269.01 |
Regions Financial Corp Common Stock
(RF)
|
0.1 |
$413k |
|
26k |
16.14 |
Valero Energy Corp Common Stock
(VLO)
|
0.1 |
$402k |
|
7.1k |
56.64 |
Advanced Micro Devices Common Stock
(AMD)
|
0.1 |
$401k |
|
4.4k |
91.76 |
Constellation Brands Common Stock
(STZ)
|
0.1 |
$396k |
|
1.8k |
219.03 |
Ishares Gold Trust Mutual Fund/sto
|
0.1 |
$377k |
|
21k |
18.15 |
Exelon Corp Common Stock
(EXC)
|
0.1 |
$365k |
|
8.6k |
42.26 |
Ishares S&p Small-cap 600 Growth Mutual Fund/sto
(IJT)
|
0.1 |
$365k |
|
3.2k |
114.06 |
Ishares Short-term Mutual Fund/cor
(IGSB)
|
0.1 |
$347k |
|
6.3k |
55.21 |
Sanofi Foreign Stock
(SNY)
|
0.1 |
$345k |
|
7.1k |
48.38 |
Ishares Msci Usa Minimum Mutual Fund/sto
(USMV)
|
0.1 |
$339k |
|
5.0k |
67.80 |
Vanguard Information Technology Mutual Fund/sto
(VGT)
|
0.1 |
$338k |
|
955.00 |
353.93 |
Medtronic Foreign Stock
(MDT)
|
0.1 |
$335k |
|
2.9k |
117.30 |
Asml Holding Nv Foreign Stock
(ASML)
|
0.1 |
$334k |
|
684.00 |
488.30 |
Applied Materials Common Stock
(AMAT)
|
0.1 |
$321k |
|
3.7k |
86.38 |
Analog Devices Common Stock
(ADI)
|
0.1 |
$320k |
|
2.2k |
147.81 |
Diageo Foreign Stock
(DEO)
|
0.1 |
$319k |
|
2.0k |
158.81 |
Cigna Corp Common Stock
(CI)
|
0.1 |
$313k |
|
1.5k |
208.39 |
Ingersoll Rand Common Stock
(IR)
|
0.1 |
$312k |
|
6.8k |
45.57 |
Lennar Corp Common Stock
(LEN)
|
0.1 |
$310k |
|
4.1k |
76.26 |
Synchrony Finl Common Stock
(SYF)
|
0.1 |
$309k |
|
8.9k |
34.76 |
Oracle Corp Common Stock
(ORCL)
|
0.1 |
$302k |
|
4.7k |
64.71 |
Kla-tencor Corp Common Stock
(KLAC)
|
0.1 |
$302k |
|
1.2k |
259.01 |
Ameriprise Financial Common Stock
(AMP)
|
0.1 |
$294k |
|
1.5k |
194.57 |
General Mills Common Stock
(GIS)
|
0.1 |
$288k |
|
4.9k |
58.49 |
Cvs Health Corporation Common Stock
(CVS)
|
0.1 |
$278k |
|
4.1k |
68.34 |
Wells Fargo & Co Common Stock
(WFC)
|
0.1 |
$271k |
|
9.0k |
30.17 |
Cme Group Common Stock
(CME)
|
0.1 |
$269k |
|
1.5k |
182.13 |
Tc Energy Corp Foreign Stock
(TRP)
|
0.1 |
$265k |
|
6.5k |
40.67 |
Spdr Gold Shares Mutual Fund/sto
(GLD)
|
0.1 |
$263k |
|
1.5k |
178.67 |
S&p Global Common Stock
(SPGI)
|
0.1 |
$262k |
|
796.00 |
329.15 |
Nucor Corp Common Stock
(NUE)
|
0.1 |
$257k |
|
4.8k |
53.19 |
Citrix Systems Common Stock
|
0.1 |
$254k |
|
1.9k |
130.32 |
Ishares Calif Muni Bd Mutual Funds/mu
(CMF)
|
0.1 |
$252k |
|
4.0k |
62.94 |
Lam Research Corp Common Stock
(LRCX)
|
0.1 |
$250k |
|
530.00 |
471.70 |
Tjx Cos Common Stock
(TJX)
|
0.1 |
$247k |
|
3.6k |
68.18 |
Citizens Finl Group Common Stock
(CFG)
|
0.1 |
$246k |
|
6.9k |
35.75 |
Marvell Technology Group Foreign Stock
|
0.1 |
$245k |
|
5.2k |
47.56 |
Hdfc Bank Foreign Stock
(HDB)
|
0.1 |
$243k |
|
3.4k |
72.32 |
Baxter International Common Stock
(BAX)
|
0.1 |
$240k |
|
3.0k |
80.27 |
Air Products & Chemicals Common Stock
(APD)
|
0.1 |
$234k |
|
858.00 |
272.73 |
Intuit Common Stock
(INTU)
|
0.1 |
$233k |
|
613.00 |
380.10 |
Equinix Common Stock
(EQIX)
|
0.1 |
$232k |
|
325.00 |
713.85 |
Sap Aktiengesellschaft Foreign Stock
(SAP)
|
0.1 |
$230k |
|
1.8k |
130.39 |
Atlassian Corp Foreign Stock
|
0.1 |
$229k |
|
980.00 |
233.67 |
Ishares Iboxx $ High Yield Mutual Fund/cor
(HYG)
|
0.1 |
$226k |
|
2.6k |
87.26 |
Ishares Us Energy Mutual Fund/sto
(IYE)
|
0.1 |
$226k |
|
11k |
20.25 |
Ally Finl Common Stock
(ALLY)
|
0.1 |
$225k |
|
6.3k |
35.70 |
Darden Restaurants Common Stock
(DRI)
|
0.1 |
$224k |
|
1.9k |
119.15 |
Lauder Estee Cos Common Stock
(EL)
|
0.1 |
$213k |
|
801.00 |
265.92 |
Mercadolibre Common Stock
(MELI)
|
0.1 |
$211k |
|
126.00 |
1674.60 |
Motorola Solutions Common Stock
(MSI)
|
0.1 |
$204k |
|
1.2k |
170.00 |
Invesco Foreign Stock
(IVZ)
|
0.0 |
$179k |
|
10k |
17.40 |
Apple Hospitality Reit Common Stock
(APLE)
|
0.0 |
$175k |
|
14k |
12.94 |