Vanguard Index Fds Total Stk Mkt
(VTI)
|
26.4 |
$40M |
|
195k |
206.69 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
13.6 |
$21M |
|
65k |
319.13 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
13.0 |
$20M |
|
134k |
147.08 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
5.0 |
$7.6M |
|
134k |
56.40 |
Apple
(AAPL)
|
4.0 |
$6.0M |
|
50k |
122.16 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
3.5 |
$5.3M |
|
64k |
82.18 |
Arthur J. Gallagher & Co.
(AJG)
|
2.8 |
$4.2M |
|
34k |
124.76 |
Ishares Tr Russell 3000 Etf
(IWV)
|
2.7 |
$4.0M |
|
17k |
237.23 |
Vanguard Admiral Fds 500 Grth Idx F
(VOOG)
|
2.4 |
$3.7M |
|
16k |
234.97 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
2.2 |
$3.4M |
|
49k |
69.18 |
Vanguard World Mega Cap Val Etf
(MGV)
|
1.8 |
$2.8M |
|
29k |
95.18 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.5 |
$2.2M |
|
10k |
221.38 |
Abbott Laboratories
(ABT)
|
1.3 |
$2.0M |
|
17k |
119.87 |
Johnson & Johnson
(JNJ)
|
1.1 |
$1.6M |
|
9.8k |
164.38 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
1.0 |
$1.5M |
|
18k |
82.48 |
J P Morgan Exchange-traded F Ultra Sht Muncpl
(JMST)
|
0.9 |
$1.4M |
|
28k |
51.05 |
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
0.9 |
$1.3M |
|
13k |
101.93 |
Procter & Gamble Company
(PG)
|
0.8 |
$1.3M |
|
9.4k |
135.44 |
J P Morgan Exchange-traded F Ultra Shrt Inc
(JPST)
|
0.8 |
$1.3M |
|
25k |
50.76 |
Microsoft Corporation
(MSFT)
|
0.8 |
$1.2M |
|
5.1k |
235.77 |
Enterprise Products Partners
(EPD)
|
0.8 |
$1.2M |
|
55k |
22.01 |
Merck & Co
(MRK)
|
0.7 |
$1.1M |
|
14k |
77.07 |
Fidelity Covington Trust Ltd Trm Bd Etf
(FLTB)
|
0.7 |
$1.1M |
|
21k |
52.30 |
Pimco Etf Tr Shtrm Mun Bd Act
(SMMU)
|
0.7 |
$1.1M |
|
21k |
51.35 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.6 |
$917k |
|
3.6k |
255.57 |
Tesla Motors
(TSLA)
|
0.6 |
$897k |
|
1.3k |
667.91 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.6 |
$888k |
|
9.5k |
93.00 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.5 |
$808k |
|
2.2k |
364.13 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.5 |
$742k |
|
6.8k |
108.48 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$722k |
|
1.8k |
396.27 |
Abbvie
(ABBV)
|
0.5 |
$688k |
|
6.4k |
108.21 |
Amazon
(AMZN)
|
0.4 |
$650k |
|
210.00 |
3095.24 |
CSX Corporation
(CSX)
|
0.4 |
$608k |
|
6.3k |
96.45 |
Union Pacific Corporation
(UNP)
|
0.3 |
$532k |
|
2.4k |
220.56 |
Ishares Tr Msci Global Imp
(SDG)
|
0.3 |
$452k |
|
4.8k |
94.78 |
Walt Disney Company
(DIS)
|
0.3 |
$449k |
|
2.4k |
184.55 |
Essential Utils
(WTRG)
|
0.3 |
$414k |
|
9.2k |
44.79 |
Boeing Company
(BA)
|
0.2 |
$362k |
|
1.4k |
254.39 |
Seagen
|
0.2 |
$342k |
|
2.5k |
139.02 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$335k |
|
1.5k |
224.08 |
Facebook Cl A
(META)
|
0.2 |
$325k |
|
1.1k |
294.38 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.2 |
$312k |
|
945.00 |
330.16 |
Verizon Communications
(VZ)
|
0.2 |
$308k |
|
5.3k |
58.15 |
Global X Fds Rbtcs Artfl Inte
(BOTZ)
|
0.2 |
$300k |
|
9.0k |
33.18 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.2 |
$298k |
|
3.3k |
90.88 |
Vanguard Charlotte Fds Intl Bd Idx Etf
(BNDX)
|
0.2 |
$293k |
|
5.1k |
57.03 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.2 |
$279k |
|
4.8k |
58.19 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$278k |
|
4.4k |
63.18 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$270k |
|
131.00 |
2061.07 |
Vanguard Admiral Fds Midcp 400 Grth
(IVOG)
|
0.2 |
$243k |
|
1.2k |
194.71 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.2 |
$242k |
|
32k |
7.66 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.2 |
$242k |
|
3.2k |
76.03 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.2 |
$240k |
|
1.8k |
135.06 |
Invesco Exchange Traded Fd T S&p500 Quality
(SPHQ)
|
0.2 |
$239k |
|
5.4k |
44.36 |
Public Service Enterprise
(PEG)
|
0.2 |
$234k |
|
3.9k |
60.11 |
At&t
(T)
|
0.2 |
$233k |
|
7.7k |
30.33 |
Ishares Tr Core Div Grwth
(DGRO)
|
0.2 |
$232k |
|
4.8k |
48.28 |
Home Depot
(HD)
|
0.1 |
$226k |
|
740.00 |
305.41 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.1 |
$225k |
|
2.0k |
113.98 |
First Tr Exchange Traded Nasdaq Cyb Etf
(CIBR)
|
0.1 |
$219k |
|
5.2k |
41.79 |
Invesco Exch Traded Fd Tr Ii S&p Midcp Low
(XMLV)
|
0.1 |
$215k |
|
4.1k |
52.25 |
Toronto Dominion Bk Ont Com New
(TD)
|
0.1 |
$215k |
|
3.3k |
65.31 |
Prudential Financial
(PRU)
|
0.1 |
$214k |
|
2.3k |
91.14 |
Pfizer
(PFE)
|
0.1 |
$212k |
|
5.9k |
36.22 |
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
0.1 |
$204k |
|
8.4k |
24.35 |
Plains All Amern Pipeline L Unit Ltd Partn
(PAA)
|
0.1 |
$97k |
|
11k |
9.10 |
Soleno Therapeutics Com New
|
0.0 |
$13k |
|
10k |
1.30 |