Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
25.2 |
$33M |
|
678k |
47.90 |
Invesco Exchange Traded Fd T S&p500 Quality
(SPHQ)
|
15.1 |
$19M |
|
359k |
54.08 |
Vanguard Index Fds Value Etf
(VTV)
|
7.8 |
$10M |
|
67k |
149.50 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
7.0 |
$9.0M |
|
161k |
55.90 |
Ishares Tr Global Tech Etf
(IXN)
|
6.0 |
$7.7M |
|
113k |
68.18 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
5.6 |
$7.2M |
|
17k |
436.79 |
Apple
(AAPL)
|
5.5 |
$7.1M |
|
37k |
192.53 |
Workday Cl A
(WDAY)
|
4.5 |
$5.8M |
|
21k |
276.06 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
3.6 |
$4.7M |
|
111k |
42.18 |
Ishares Tr Msci Eafe Etf
(EFA)
|
1.7 |
$2.2M |
|
29k |
75.35 |
Microsoft Corporation
(MSFT)
|
1.6 |
$2.1M |
|
5.5k |
376.07 |
Fs Kkr Capital Corp
(FSK)
|
1.3 |
$1.6M |
|
82k |
19.97 |
Lpl Financial Holdings
(LPLA)
|
1.2 |
$1.5M |
|
6.7k |
227.62 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.8 |
$1.1M |
|
2.00 |
542625.00 |
Amazon
(AMZN)
|
0.8 |
$1.1M |
|
7.1k |
151.94 |
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.6 |
$758k |
|
14k |
55.28 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.6 |
$723k |
|
13k |
56.14 |
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$712k |
|
4.2k |
170.11 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.5 |
$707k |
|
9.6k |
73.55 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.5 |
$703k |
|
9.0k |
78.03 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$618k |
|
4.4k |
140.93 |
Avery Dennison Corporation
(AVY)
|
0.5 |
$600k |
|
3.0k |
202.16 |
Chevron Corporation
(CVX)
|
0.5 |
$592k |
|
4.0k |
149.17 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.4 |
$565k |
|
10k |
55.67 |
Amgen
(AMGN)
|
0.4 |
$529k |
|
1.8k |
288.02 |
Nextera Energy
(NEE)
|
0.4 |
$507k |
|
8.4k |
60.74 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$484k |
|
3.5k |
139.69 |
Nuveen California Muni Vlu F Com Stk
(NCA)
|
0.4 |
$484k |
|
54k |
8.96 |
UnitedHealth
(UNH)
|
0.3 |
$450k |
|
854.00 |
526.47 |
McDonald's Corporation
(MCD)
|
0.3 |
$434k |
|
1.5k |
296.50 |
Visa Com Cl A
(V)
|
0.3 |
$430k |
|
1.7k |
260.33 |
Tesla Motors
(TSLA)
|
0.3 |
$409k |
|
1.6k |
248.48 |
Costco Wholesale Corporation
(COST)
|
0.3 |
$397k |
|
602.00 |
660.08 |
Pepsi
(PEP)
|
0.3 |
$371k |
|
2.2k |
169.86 |
Johnson & Johnson
(JNJ)
|
0.3 |
$361k |
|
2.3k |
156.76 |
Universal Hlth Svcs CL B
(UHS)
|
0.3 |
$349k |
|
2.3k |
152.44 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$337k |
|
705.00 |
477.63 |
Home Depot
(HD)
|
0.3 |
$322k |
|
930.00 |
346.66 |
Lowe's Companies
(LOW)
|
0.2 |
$317k |
|
1.4k |
222.58 |
Nike CL B
(NKE)
|
0.2 |
$316k |
|
2.9k |
108.57 |
Marsh & McLennan Companies
(MMC)
|
0.2 |
$311k |
|
1.6k |
189.47 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.2 |
$306k |
|
985.00 |
310.88 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$286k |
|
1.3k |
213.41 |
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.2 |
$269k |
|
1.7k |
156.89 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$260k |
|
436.00 |
596.60 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$251k |
|
705.00 |
356.66 |
J P Morgan Exchange Traded F Us Qualty Fctr
(JQUA)
|
0.2 |
$251k |
|
5.2k |
47.86 |
Procter & Gamble Company
(PG)
|
0.2 |
$224k |
|
1.5k |
146.51 |
Vanguard Admiral Fds 500 Val Idx Fd
(VOOV)
|
0.2 |
$217k |
|
1.3k |
167.97 |
Select Sector Spdr Tr Technology
(XLK)
|
0.2 |
$217k |
|
1.1k |
192.48 |
Bank of America Corporation
(BAC)
|
0.2 |
$210k |
|
6.2k |
33.67 |
V.F. Corporation
(VFC)
|
0.1 |
$188k |
|
10k |
18.80 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.1 |
$159k |
|
14k |
11.47 |