Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
22.4 |
$23M |
|
542k |
41.97 |
Vanguard Index Fds Value Etf
(VTV)
|
17.9 |
$18M |
|
130k |
140.37 |
Invesco Exchange Traded Fd T S&p500 Quality
(SPHQ)
|
10.9 |
$11M |
|
253k |
44.00 |
Ishares Tr Msci Usa Mmentm
(MTUM)
|
7.3 |
$7.4M |
|
51k |
145.93 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
5.2 |
$5.2M |
|
142k |
36.97 |
Ishares Tr Global Tech Etf
(IXN)
|
4.7 |
$4.8M |
|
107k |
44.83 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
4.6 |
$4.6M |
|
13k |
351.34 |
Workday Cl A
(WDAY)
|
3.5 |
$3.5M |
|
21k |
167.33 |
Nuveen California Muni Vlu F Com Stk
(NCA)
|
3.1 |
$3.1M |
|
371k |
8.45 |
Apple
(AAPL)
|
2.4 |
$2.4M |
|
19k |
129.93 |
Lpl Financial Holdings
(LPLA)
|
1.5 |
$1.5M |
|
6.9k |
216.17 |
Ishares Tr Msci Eafe Etf
(EFA)
|
1.2 |
$1.2M |
|
18k |
65.64 |
Microsoft Corporation
(MSFT)
|
1.1 |
$1.1M |
|
4.5k |
239.85 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
1.0 |
$1.1M |
|
15k |
72.10 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.9 |
$937k |
|
2.00 |
468711.00 |
Nextera Energy
(NEE)
|
0.7 |
$685k |
|
8.2k |
83.60 |
Chevron Corporation
(CVX)
|
0.7 |
$681k |
|
3.8k |
179.47 |
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.7 |
$673k |
|
14k |
49.19 |
Amazon
(AMZN)
|
0.6 |
$640k |
|
7.6k |
84.00 |
Johnson & Johnson
(JNJ)
|
0.6 |
$619k |
|
3.5k |
176.66 |
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$574k |
|
4.3k |
134.10 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.6 |
$573k |
|
8.0k |
71.84 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.5 |
$532k |
|
11k |
50.14 |
Amgen
(AMGN)
|
0.5 |
$482k |
|
1.8k |
262.64 |
Fs Credit Opportunities Corp Common Stock
(FSCO)
|
0.5 |
$465k |
|
99k |
4.71 |
Pepsi
(PEP)
|
0.4 |
$425k |
|
2.4k |
180.67 |
McDonald's Corporation
(MCD)
|
0.4 |
$423k |
|
1.6k |
263.46 |
Fs Kkr Capital Corp
(FSK)
|
0.4 |
$419k |
|
24k |
17.50 |
UnitedHealth
(UNH)
|
0.4 |
$395k |
|
744.00 |
530.18 |
Nike CL B
(NKE)
|
0.3 |
$345k |
|
3.0k |
117.01 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$332k |
|
3.7k |
88.73 |
Universal Hlth Svcs CL B
(UHS)
|
0.3 |
$322k |
|
2.3k |
140.89 |
Ishares Tr Msci Ac Asia Etf
(AAXJ)
|
0.3 |
$319k |
|
4.9k |
64.79 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.3 |
$296k |
|
4.6k |
63.59 |
Lowe's Companies
(LOW)
|
0.3 |
$277k |
|
1.4k |
199.24 |
V.F. Corporation
(VFC)
|
0.3 |
$276k |
|
10k |
27.61 |
Marsh & McLennan Companies
(MMC)
|
0.3 |
$276k |
|
1.7k |
165.48 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$265k |
|
3.0k |
88.23 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.3 |
$263k |
|
5.9k |
44.81 |
Visa Com Cl A
(V)
|
0.2 |
$251k |
|
1.2k |
207.72 |
J P Morgan Exchange Traded F Us Qualty Fctr
(JQUA)
|
0.2 |
$249k |
|
6.4k |
38.75 |
Verizon Communications
(VZ)
|
0.2 |
$234k |
|
5.9k |
39.40 |
Walt Disney Company
(DIS)
|
0.2 |
$231k |
|
2.7k |
86.88 |
Home Depot
(HD)
|
0.2 |
$224k |
|
708.00 |
315.92 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$220k |
|
573.00 |
384.21 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.2 |
$210k |
|
985.00 |
213.11 |
Fidelity Covington Trust Vlu Factor Etf
(FVAL)
|
0.2 |
$209k |
|
4.8k |
43.85 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.1 |
$147k |
|
13k |
11.18 |