Wisdomtree Tr Us Largecap Divd
(DLN)
|
10.3 |
$31M |
|
556k |
55.26 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
7.8 |
$23M |
|
554k |
42.35 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
7.3 |
$22M |
|
389k |
55.81 |
Ea Series Trust Intl Quan Value
(IVAL)
|
5.4 |
$16M |
|
798k |
20.27 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
4.4 |
$13M |
|
467k |
28.13 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
3.5 |
$10M |
|
276k |
37.80 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
3.4 |
$10M |
|
170k |
60.53 |
Ishares Tr Core S&p500 Etf
(IVV)
|
3.2 |
$9.5M |
|
27k |
358.64 |
Vaneck Etf Trust High Yld Munietf
(HYD)
|
3.1 |
$9.2M |
|
185k |
49.93 |
Spdr Ser Tr Nuveen Bloomberg
(HYMB)
|
3.0 |
$8.8M |
|
184k |
47.92 |
Spdr Ser Tr Nuveen Blmbrg Mu
(TFI)
|
2.9 |
$8.7M |
|
197k |
43.99 |
Apple
(AAPL)
|
2.8 |
$8.3M |
|
60k |
138.19 |
Ishares Tr National Mun Etf
(MUB)
|
2.7 |
$8.1M |
|
79k |
102.58 |
Ishares Tr Core Msci Eafe
(IEFA)
|
2.2 |
$6.5M |
|
124k |
52.67 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
2.0 |
$5.9M |
|
131k |
45.31 |
Microsoft Corporation
(MSFT)
|
1.6 |
$4.9M |
|
21k |
232.91 |
Tesla Motors
(TSLA)
|
1.5 |
$4.4M |
|
17k |
265.23 |
Amazon
(AMZN)
|
1.5 |
$4.4M |
|
39k |
113.01 |
Amgen
(AMGN)
|
1.4 |
$4.3M |
|
19k |
225.42 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.3 |
$3.8M |
|
17k |
219.25 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
1.3 |
$3.8M |
|
52k |
72.56 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.2 |
$3.7M |
|
43k |
87.20 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.1 |
$3.2M |
|
66k |
48.14 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.0 |
$3.0M |
|
16k |
188.00 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.8 |
$2.5M |
|
54k |
45.77 |
UnitedHealth
(UNH)
|
0.8 |
$2.3M |
|
4.5k |
504.98 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.7 |
$2.2M |
|
14k |
164.91 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.7 |
$2.1M |
|
13k |
170.88 |
Colgate-Palmolive Company
(CL)
|
0.7 |
$2.1M |
|
30k |
70.23 |
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp
(PHB)
|
0.7 |
$2.0M |
|
122k |
16.43 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.7 |
$2.0M |
|
5.6k |
357.19 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.6 |
$1.9M |
|
53k |
36.36 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.6 |
$1.9M |
|
9.0k |
210.38 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.6 |
$1.9M |
|
8.7k |
213.93 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.6 |
$1.7M |
|
4.1k |
401.69 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.5 |
$1.6M |
|
24k |
66.44 |
Ishares Tr Core Msci Total
(IXUS)
|
0.5 |
$1.6M |
|
32k |
50.93 |
Visa Com Cl A Put Option
(V)
|
0.5 |
$1.5M |
|
8.7k |
177.14 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.5 |
$1.4M |
|
5.4k |
267.33 |
Mastercard Incorporated Cl A
(MA)
|
0.5 |
$1.4M |
|
4.9k |
284.44 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.4 |
$1.3M |
|
4.1k |
328.22 |
Johnson & Johnson
(JNJ)
|
0.4 |
$1.3M |
|
8.2k |
163.33 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.4 |
$1.3M |
|
26k |
50.30 |
Wisdomtree Tr Intl Qulty Div
(IQDG)
|
0.4 |
$1.3M |
|
48k |
26.32 |
Meta Platforms Cl A
(META)
|
0.4 |
$1.2M |
|
9.1k |
135.71 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.4 |
$1.2M |
|
11k |
102.63 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.4 |
$1.1M |
|
4.3k |
267.04 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$1.1M |
|
11k |
104.47 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$1.0M |
|
11k |
95.65 |
Spdr Ser Tr Portfolio S&p400
(SPMD)
|
0.3 |
$1.0M |
|
26k |
38.58 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.3 |
$984k |
|
8.1k |
121.77 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.3 |
$964k |
|
10k |
96.30 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$883k |
|
4.9k |
179.54 |
Pfizer
(PFE)
|
0.3 |
$871k |
|
20k |
43.75 |
Everest Re Group
(EG)
|
0.3 |
$796k |
|
3.0k |
262.53 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.3 |
$793k |
|
21k |
38.53 |
Procter & Gamble Company
(PG)
|
0.3 |
$787k |
|
6.2k |
126.20 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$753k |
|
6.2k |
121.33 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$683k |
|
7.8k |
87.32 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$673k |
|
7.0k |
96.21 |
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.2 |
$655k |
|
6.8k |
96.11 |
Chevron Corporation
(CVX)
|
0.2 |
$619k |
|
4.3k |
143.62 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.2 |
$597k |
|
7.6k |
78.40 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$573k |
|
4.2k |
135.24 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.2 |
$548k |
|
9.4k |
58.46 |
Home Depot
(HD)
|
0.2 |
$519k |
|
1.9k |
276.06 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.2 |
$516k |
|
4.1k |
127.22 |
Coca-Cola Company
(KO)
|
0.2 |
$508k |
|
9.1k |
56.00 |
Walt Disney Company
(DIS)
|
0.2 |
$503k |
|
5.3k |
94.34 |
Blackstone Group Inc Com Cl A
(BX)
|
0.2 |
$496k |
|
5.9k |
83.64 |
CVS Caremark Corporation
(CVS)
|
0.2 |
$494k |
|
5.2k |
95.39 |
McDonald's Corporation
(MCD)
|
0.2 |
$481k |
|
2.1k |
230.92 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$473k |
|
14k |
34.87 |
Servicenow
(NOW)
|
0.2 |
$473k |
|
1.3k |
377.49 |
Advanced Micro Devices
(AMD)
|
0.2 |
$466k |
|
7.4k |
63.38 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.2 |
$463k |
|
2.7k |
170.60 |
Paypal Holdings Put Option
(PYPL)
|
0.1 |
$441k |
|
5.1k |
85.71 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
0.1 |
$424k |
|
6.3k |
67.01 |
Nushares Etf Tr Nuveen Esg Lrgcp
(NULG)
|
0.1 |
$406k |
|
8.8k |
46.06 |
Duke Energy Corp Com New
(DUK)
|
0.1 |
$381k |
|
4.1k |
93.02 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$353k |
|
1.3k |
275.35 |
Abbvie
(ABBV)
|
0.1 |
$351k |
|
2.6k |
134.38 |
Pepsi
(PEP)
|
0.1 |
$335k |
|
2.1k |
163.18 |
Wal-Mart Stores
(WMT)
|
0.1 |
$331k |
|
2.6k |
129.70 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$328k |
|
7.8k |
42.01 |
Qualcomm
(QCOM)
|
0.1 |
$328k |
|
2.9k |
113.10 |
Ark Etf Tr Innovation Etf
(ARKK)
|
0.1 |
$314k |
|
8.3k |
37.70 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.1 |
$311k |
|
14k |
22.43 |
salesforce
(CRM)
|
0.1 |
$309k |
|
2.1k |
143.99 |
Nushares Etf Tr Nuveen Esg Midcp
(NUMG)
|
0.1 |
$308k |
|
9.4k |
32.94 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$306k |
|
2.7k |
111.68 |
Schwab Strategic Tr Schwb Fdt Emk Lg
(FNDE)
|
0.1 |
$303k |
|
13k |
23.48 |
Micron Technology
(MU)
|
0.1 |
$300k |
|
6.0k |
50.14 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.1 |
$288k |
|
6.0k |
47.65 |
Verizon Communications
(VZ)
|
0.1 |
$285k |
|
7.5k |
38.03 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$283k |
|
874.00 |
323.80 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.1 |
$276k |
|
11k |
24.63 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$273k |
|
3.8k |
71.24 |
Merck & Co
(MRK)
|
0.1 |
$272k |
|
3.2k |
86.02 |
Bank of America Corporation
(BAC)
|
0.1 |
$269k |
|
8.9k |
30.21 |
Netflix
(NFLX)
|
0.1 |
$259k |
|
1.1k |
235.24 |
Lululemon Athletica
(LULU)
|
0.1 |
$258k |
|
923.00 |
279.52 |
Veeva Sys Cl A Com
(VEEV)
|
0.1 |
$257k |
|
1.6k |
164.85 |
Ishares Tr Rus Tp200 Gr Etf
(IWY)
|
0.1 |
$254k |
|
2.1k |
119.30 |
Consolidated Edison
(ED)
|
0.1 |
$250k |
|
2.9k |
85.91 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$250k |
|
2.6k |
94.77 |
Intuitive Surgical Com New
(ISRG)
|
0.1 |
$249k |
|
1.3k |
187.50 |
Chipotle Mexican Grill
(CMG)
|
0.1 |
$246k |
|
164.00 |
1500.00 |
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$233k |
|
5.4k |
43.02 |
Citigroup Com New
(C)
|
0.1 |
$231k |
|
5.5k |
41.69 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.1 |
$229k |
|
3.1k |
74.23 |
Hawaiian Electric Industries
(HE)
|
0.1 |
$227k |
|
6.6k |
34.60 |
Waste Management
(WM)
|
0.1 |
$224k |
|
1.4k |
160.23 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.1 |
$224k |
|
1.1k |
207.02 |
Dex
(DXCM)
|
0.1 |
$218k |
|
2.7k |
80.44 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$217k |
|
460.00 |
471.74 |
General Motors Company
(GM)
|
0.1 |
$215k |
|
6.7k |
32.02 |
Edwards Lifesciences
(EW)
|
0.1 |
$211k |
|
2.6k |
82.45 |
Gilead Sciences
(GILD)
|
0.1 |
$207k |
|
3.3k |
61.83 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$206k |
|
2.9k |
71.21 |
Tractor Supply Company
(TSCO)
|
0.1 |
$206k |
|
1.1k |
186.26 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$204k |
|
4.0k |
50.63 |
Intel Corporation
(INTC)
|
0.1 |
$202k |
|
7.8k |
25.83 |
Nushares Etf Tr Nuveen Esg Midvl
(NUMV)
|
0.1 |
$200k |
|
7.0k |
28.44 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.1 |
$200k |
|
692.00 |
289.02 |
At&t
(T)
|
0.1 |
$161k |
|
11k |
15.36 |
Vodafone Group Sponsored Adr
(VOD)
|
0.1 |
$156k |
|
14k |
11.35 |
iStar Financial
|
0.0 |
$148k |
|
16k |
9.24 |
Lumen Technologies
(LUMN)
|
0.0 |
$125k |
|
17k |
7.30 |
Gran Tierra Energy
|
0.0 |
$13k |
|
11k |
1.21 |