Ishares Tr Core S&p500 Etf
(IVV)
|
11.4 |
$328M |
+8%
|
584k |
561.90 |
|
Ishares Tr Core S&p Us Vlu
(IUSV)
|
11.3 |
$326M |
+7%
|
3.5M |
92.29 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
10.0 |
$287M |
+25%
|
1.5M |
186.29 |
|
Ishares Msci Gbl Min Vol
(ACWV)
|
9.9 |
$285M |
|
2.4M |
116.37 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
9.0 |
$260M |
|
5.2M |
49.62 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
6.4 |
$185M |
|
955k |
193.99 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
2.8 |
$80M |
+2%
|
155k |
513.90 |
|
Apple
(AAPL)
|
2.7 |
$77M |
+14%
|
345k |
222.13 |
|
Ishares Tr Eafe Value Etf
(EFV)
|
2.3 |
$67M |
-4%
|
1.1M |
58.94 |
|
Ishares Core Msci Emkt
(IEMG)
|
1.9 |
$55M |
|
1.0M |
53.97 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.8 |
$53M |
+17%
|
699k |
75.65 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.3 |
$37M |
+2%
|
503k |
73.45 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.2 |
$34M |
-3%
|
64k |
532.58 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.2 |
$34M |
|
60k |
559.38 |
|
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
1.0 |
$29M |
|
703k |
41.21 |
|
Ishares Tr Core 60/40 Balan
(AOR)
|
0.9 |
$27M |
+8%
|
464k |
57.57 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.9 |
$25M |
|
92k |
274.84 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.8 |
$22M |
+3%
|
72k |
306.74 |
|
Ishares Tr Msci Lw Crb Tg
(CRBN)
|
0.8 |
$22M |
+7%
|
113k |
191.18 |
|
Schwab Strategic Tr Fundamental Emer
(FNDE)
|
0.7 |
$20M |
|
655k |
30.80 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.7 |
$20M |
|
325k |
60.66 |
|
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
0.7 |
$20M |
|
745k |
26.20 |
|
Wisdomtree Tr Emer Mkt High Fd
(DEM)
|
0.6 |
$19M |
-2%
|
440k |
42.08 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.6 |
$18M |
+3%
|
172k |
105.44 |
|
Fidelity Merrimack Str Tr Total Bd Etf
(FBND)
|
0.6 |
$18M |
-5%
|
394k |
45.65 |
|
Microsoft Corporation
(MSFT)
|
0.6 |
$18M |
|
47k |
375.40 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.6 |
$17M |
+29%
|
75k |
221.75 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.5 |
$15M |
|
88k |
172.74 |
|
Select Sector Spdr Tr Financial
(XLF)
|
0.5 |
$14M |
|
279k |
49.81 |
|
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.5 |
$13M |
+3%
|
113k |
115.60 |
|
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.4 |
$13M |
|
86k |
150.98 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.4 |
$13M |
|
126k |
98.92 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$12M |
|
80k |
154.64 |
|
Vanguard World Inf Tech Etf
(VGT)
|
0.4 |
$11M |
-3%
|
21k |
542.38 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.4 |
$10M |
+11%
|
314k |
32.99 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.3 |
$9.8M |
+9%
|
190k |
51.49 |
|
Tcw Etf Trust Transform System
(PWRD)
|
0.3 |
$9.7M |
+5%
|
139k |
69.75 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.3 |
$9.3M |
|
47k |
199.49 |
|
Ishares Tr Russell 3000 Etf
(IWV)
|
0.3 |
$8.9M |
|
28k |
317.65 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.3 |
$8.7M |
-11%
|
93k |
93.66 |
|
Schwab Strategic Tr Fundamental Intl
(FNDF)
|
0.3 |
$8.5M |
+6%
|
236k |
36.14 |
|
Dimensional Etf Trust Internatnal Val
(DFIV)
|
0.3 |
$8.2M |
|
209k |
39.36 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.3 |
$7.4M |
-2%
|
146k |
50.83 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$6.8M |
|
44k |
156.23 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.2 |
$6.8M |
-32%
|
87k |
77.92 |
|
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.2 |
$6.8M |
|
113k |
59.75 |
|
Meta Platforms Cl A
(META)
|
0.2 |
$6.6M |
|
11k |
576.37 |
|
New York Life Investments Et Nyli Hedge Multi
(QAI)
|
0.2 |
$6.5M |
+12%
|
207k |
31.31 |
|
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$6.4M |
-3%
|
26k |
245.30 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.2 |
$6.4M |
-20%
|
8.00 |
798441.75 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.2 |
$6.4M |
|
34k |
188.16 |
|
Tcw Etf Trust Transfrm 500 Etf
(VOTE)
|
0.2 |
$6.1M |
+11%
|
94k |
65.39 |
|
Amazon
(AMZN)
|
0.2 |
$5.8M |
-2%
|
31k |
190.26 |
|
Procter & Gamble Company
(PG)
|
0.2 |
$5.5M |
-2%
|
32k |
170.42 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$5.1M |
-9%
|
232k |
22.08 |
|
Cincinnati Financial Corporation
(CINF)
|
0.2 |
$4.9M |
|
33k |
147.72 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$4.9M |
|
108k |
45.26 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$4.6M |
|
56k |
81.73 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.2 |
$4.4M |
-8%
|
12k |
370.83 |
|
New York Life Investments Et Nyli Merger Arbi
(MNA)
|
0.1 |
$4.3M |
+17%
|
126k |
34.30 |
|
Ishares Tr Dow Jones Us Etf
(IYY)
|
0.1 |
$4.0M |
|
30k |
136.10 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$4.0M |
+4%
|
68k |
58.35 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.1 |
$3.6M |
|
57k |
63.53 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.1 |
$3.6M |
-2%
|
21k |
173.23 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$3.6M |
|
9.9k |
361.09 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$3.5M |
+26%
|
34k |
104.57 |
|
Ishares Tr Core S&p Us Gwt
(IUSG)
|
0.1 |
$3.5M |
|
28k |
127.08 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.1 |
$3.5M |
+25%
|
14k |
257.03 |
|
Johnson & Johnson
(JNJ)
|
0.1 |
$3.5M |
-6%
|
21k |
165.83 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.1 |
$3.4M |
-2%
|
37k |
90.54 |
|
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.1 |
$3.4M |
|
40k |
85.07 |
|
Vanguard Scottsdale Fds Vng Rus1000val
(VONV)
|
0.1 |
$3.3M |
|
40k |
82.54 |
|
Rbc Cad
(RY)
|
0.1 |
$3.2M |
-7%
|
28k |
112.72 |
|
Wisdomtree Tr Us Largecap Divd
(DLN)
|
0.1 |
$3.2M |
-2%
|
40k |
79.37 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$3.1M |
+7%
|
26k |
118.93 |
|
TJX Companies
(TJX)
|
0.1 |
$3.1M |
|
25k |
121.80 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$2.9M |
|
23k |
122.01 |
|
Pepsi
(PEP)
|
0.1 |
$2.8M |
+4%
|
19k |
149.94 |
|
Oracle Corporation
(ORCL)
|
0.1 |
$2.8M |
|
20k |
139.81 |
|
NVIDIA Corporation
(NVDA)
|
0.1 |
$2.8M |
+9%
|
26k |
108.38 |
|
TransDigm Group Incorporated
(TDG)
|
0.1 |
$2.8M |
|
2.0k |
1383.29 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$2.8M |
+17%
|
5.9k |
468.93 |
|
Bill Com Holdings Ord
(BILL)
|
0.1 |
$2.7M |
|
60k |
45.89 |
|
Vanguard Admiral Fds Smlcp 600 Val
(VIOV)
|
0.1 |
$2.7M |
|
32k |
83.91 |
|
Abbott Laboratories
(ABT)
|
0.1 |
$2.6M |
-3%
|
19k |
132.65 |
|
Chevron Corporation
(CVX)
|
0.1 |
$2.5M |
-4%
|
15k |
167.29 |
|
Vanguard Bd Index Fds Vanguard Ultra
(VUSB)
|
0.1 |
$2.4M |
+35%
|
48k |
49.85 |
|
Ishares Tr Msci Gbl Sus Dev
(SDG)
|
0.1 |
$2.3M |
-35%
|
32k |
72.39 |
|
Qualcomm
(QCOM)
|
0.1 |
$2.2M |
-3%
|
15k |
153.61 |
|
UnitedHealth
(UNH)
|
0.1 |
$2.2M |
-6%
|
4.2k |
523.74 |
|
Ishares Tr Short Treas Bd
(SHV)
|
0.1 |
$2.2M |
+2%
|
20k |
110.46 |
|
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$2.1M |
|
16k |
135.68 |
|
Home Depot
(HD)
|
0.1 |
$2.1M |
-7%
|
5.7k |
366.49 |
|
Charles Schwab Corporation
(SCHW)
|
0.1 |
$2.0M |
|
26k |
78.28 |
|
Costco Wholesale Corporation
(COST)
|
0.1 |
$2.0M |
+5%
|
2.1k |
945.78 |
|
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.1 |
$2.0M |
-4%
|
17k |
116.39 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.1 |
$1.9M |
-2%
|
44k |
43.70 |
|
Union Pacific Corporation
(UNP)
|
0.1 |
$1.9M |
|
8.0k |
236.24 |
|
Abbvie
(ABBV)
|
0.1 |
$1.8M |
-3%
|
8.5k |
209.52 |
|
Tesla Motors
(TSLA)
|
0.1 |
$1.8M |
+25%
|
6.8k |
259.16 |
|
Paychex
(PAYX)
|
0.1 |
$1.7M |
|
11k |
154.28 |
|
Broadcom
(AVGO)
|
0.1 |
$1.7M |
-9%
|
10k |
167.43 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$1.7M |
|
3.2k |
533.57 |
|
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.1 |
$1.7M |
-6%
|
42k |
40.46 |
|
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$1.7M |
+2%
|
3.1k |
548.06 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$1.7M |
+4%
|
78k |
21.53 |
|
Visa Com Cl A
(V)
|
0.1 |
$1.6M |
|
4.7k |
350.50 |
|
Wells Fargo & Company
(WFC)
|
0.1 |
$1.6M |
|
22k |
71.79 |
|
Lowe's Companies
(LOW)
|
0.1 |
$1.5M |
|
6.6k |
233.23 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$1.5M |
|
12k |
128.96 |
|
Bank of America Corporation
(BAC)
|
0.1 |
$1.5M |
|
37k |
41.73 |
|
Walt Disney Company
(DIS)
|
0.1 |
$1.5M |
-6%
|
15k |
98.70 |
|
salesforce
(CRM)
|
0.1 |
$1.5M |
-17%
|
5.4k |
268.36 |
|
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.1 |
$1.4M |
|
12k |
117.49 |
|
Raytheon Technologies Corp
(RTX)
|
0.1 |
$1.4M |
|
11k |
132.46 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.0 |
$1.4M |
|
50k |
27.96 |
|
Ishares Msci Emerg Mrkt
(EEMV)
|
0.0 |
$1.4M |
+6%
|
24k |
58.34 |
|
Ishares Tr Esg Msci Kld 400
(DSI)
|
0.0 |
$1.4M |
|
14k |
102.41 |
|
Amgen
(AMGN)
|
0.0 |
$1.4M |
|
4.4k |
311.55 |
|
Merck & Co
(MRK)
|
0.0 |
$1.4M |
|
15k |
89.77 |
|
Trane Technologies SHS
(TT)
|
0.0 |
$1.3M |
NEW
|
4.0k |
336.93 |
|
Netflix
(NFLX)
|
0.0 |
$1.3M |
-8%
|
1.4k |
932.53 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.0 |
$1.3M |
|
50k |
26.20 |
|
Ishares Tr Core 40/60 Moder
(AOM)
|
0.0 |
$1.3M |
|
30k |
43.88 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.0 |
$1.3M |
-8%
|
5.0k |
251.77 |
|
American Express Company
(AXP)
|
0.0 |
$1.2M |
-10%
|
4.6k |
269.05 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.0 |
$1.2M |
-12%
|
46k |
26.58 |
|
General Dynamics Corporation
(GD)
|
0.0 |
$1.2M |
+8%
|
4.5k |
272.58 |
|
International Business Machines
(IBM)
|
0.0 |
$1.2M |
|
4.8k |
248.68 |
|
3M Company
(MMM)
|
0.0 |
$1.2M |
-6%
|
8.2k |
146.86 |
|
Silgan Holdings
(SLGN)
|
0.0 |
$1.2M |
|
23k |
51.12 |
|
Wal-Mart Stores
(WMT)
|
0.0 |
$1.2M |
-17%
|
14k |
87.79 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$1.2M |
|
4.0k |
288.14 |
|
Cisco Systems
(CSCO)
|
0.0 |
$1.1M |
-13%
|
19k |
61.71 |
|
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.0 |
$1.1M |
-8%
|
24k |
47.48 |
|
Dimensional Etf Trust Intl High Profit
(DIHP)
|
0.0 |
$1.1M |
|
40k |
26.94 |
|
Marathon Petroleum Corp
(MPC)
|
0.0 |
$1.1M |
|
7.2k |
145.69 |
|
Coca-Cola Company
(KO)
|
0.0 |
$1.0M |
-11%
|
15k |
71.62 |
|
Ge Aerospace Com New
(GE)
|
0.0 |
$1.0M |
|
5.2k |
200.17 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.0 |
$1.0M |
-3%
|
4.0k |
258.62 |
|
Danaher Corporation
(DHR)
|
0.0 |
$986k |
|
4.8k |
204.99 |
|
Simon Property
(SPG)
|
0.0 |
$972k |
|
5.9k |
166.08 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.0 |
$922k |
+6%
|
16k |
58.69 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.0 |
$916k |
|
2.9k |
312.04 |
|
Adobe Systems Incorporated
(ADBE)
|
0.0 |
$907k |
-3%
|
2.4k |
383.53 |
|
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.0 |
$891k |
|
3.5k |
255.53 |
|
Restaurant Brands Intl Inc Com equity / large cap
(QSR)
|
0.0 |
$872k |
|
13k |
66.64 |
|
Soleno Therapeutics
(SLNO)
|
0.0 |
$867k |
|
12k |
71.45 |
|
Us Bancorp Del Com New
(USB)
|
0.0 |
$849k |
|
20k |
42.22 |
|
Thermo Fisher Scientific
(TMO)
|
0.0 |
$841k |
|
1.7k |
497.60 |
|
Caterpillar
(CAT)
|
0.0 |
$840k |
+3%
|
2.5k |
329.88 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.0 |
$839k |
+2%
|
6.3k |
134.29 |
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.0 |
$832k |
|
14k |
61.78 |
|
Docusign
(DOCU)
|
0.0 |
$823k |
|
10k |
81.40 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.0 |
$810k |
|
4.3k |
190.59 |
|
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$793k |
|
22k |
36.90 |
|
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
0.0 |
$789k |
|
6.9k |
114.87 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.0 |
$766k |
-12%
|
9.8k |
78.28 |
|
Canadian Pacific Kansas City
(CP)
|
0.0 |
$759k |
|
11k |
70.21 |
|
Pfizer
(PFE)
|
0.0 |
$738k |
-7%
|
29k |
25.34 |
|
Spdr Index Shs Fds Msci Emrg Mkts
(QEMM)
|
0.0 |
$697k |
|
12k |
57.67 |
|
Ishares Tr Core Total Usd
(IUSB)
|
0.0 |
$696k |
-47%
|
15k |
46.08 |
|
Ishares Tr Global Reit Etf
(REET)
|
0.0 |
$687k |
-26%
|
28k |
24.26 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.0 |
$678k |
-7%
|
8.6k |
78.94 |
|
Kinder Morgan
(KMI)
|
0.0 |
$677k |
|
24k |
28.53 |
|
Vaneck Etf Trust Biotech Etf
(BBH)
|
0.0 |
$667k |
-2%
|
4.2k |
157.33 |
|
Tempus Ai Cl A
(TEM)
|
0.0 |
$661k |
NEW
|
14k |
48.24 |
|
Select Sector Spdr Tr Technology
(XLK)
|
0.0 |
$637k |
-33%
|
3.1k |
206.48 |
|
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.0 |
$634k |
|
3.7k |
172.26 |
|
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.0 |
$618k |
+23%
|
7.5k |
82.73 |
|
FedEx Corporation
(FDX)
|
0.0 |
$616k |
|
2.5k |
243.79 |
|
Ishares Tr S&P SML 600 GWT
(IJT)
|
0.0 |
$610k |
|
4.9k |
124.50 |
|
McDonald's Corporation
(MCD)
|
0.0 |
$603k |
-24%
|
1.9k |
312.31 |
|
Dimensional Etf Trust Us High Profitab
(DUHP)
|
0.0 |
$600k |
+4%
|
18k |
33.14 |
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.0 |
$590k |
|
3.7k |
160.54 |
|
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.0 |
$587k |
+31%
|
2.4k |
244.64 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.0 |
$582k |
+3%
|
5.0k |
115.95 |
|
ConocoPhillips
(COP)
|
0.0 |
$574k |
|
5.5k |
105.02 |
|
Goldman Sachs
(GS)
|
0.0 |
$560k |
+4%
|
1.0k |
546.29 |
|
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.0 |
$549k |
|
4.6k |
119.73 |
|
Vanguard World Materials Etf
(VAW)
|
0.0 |
$546k |
|
2.9k |
188.81 |
|
Eli Lilly & Co.
(LLY)
|
0.0 |
$542k |
+2%
|
656.00 |
826.20 |
|
Huntington Bancshares Incorporated
(HBAN)
|
0.0 |
$541k |
|
36k |
15.01 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.0 |
$538k |
+37%
|
9.1k |
59.40 |
|
Ishares Tr Core 80/20 Aggre
(AOA)
|
0.0 |
$534k |
|
7.0k |
76.50 |
|
Nextera Energy
(NEE)
|
0.0 |
$530k |
-32%
|
7.5k |
70.89 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.0 |
$524k |
|
7.0k |
74.72 |
|
Capital One Financial
(COF)
|
0.0 |
$522k |
+2%
|
2.9k |
179.30 |
|
Proshares Tr S&p 500 Dv Arist
(NOBL)
|
0.0 |
$520k |
+15%
|
5.1k |
102.18 |
|
Deere & Company
(DE)
|
0.0 |
$499k |
+5%
|
1.1k |
469.35 |
|
Esab Corporation
(ESAB)
|
0.0 |
$494k |
|
4.2k |
116.50 |
|
Starbucks Corporation
(SBUX)
|
0.0 |
$486k |
+6%
|
5.0k |
98.09 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.0 |
$485k |
+67%
|
7.8k |
62.10 |
|
Bristol Myers Squibb
(BMY)
|
0.0 |
$471k |
+2%
|
7.7k |
60.99 |
|
Duke Energy Corp Com New
(DUK)
|
0.0 |
$466k |
|
3.8k |
121.99 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.0 |
$451k |
+6%
|
7.7k |
58.96 |
|
Honeywell International
(HON)
|
0.0 |
$444k |
-16%
|
2.1k |
211.75 |
|
Waste Management
(WM)
|
0.0 |
$444k |
+3%
|
1.9k |
231.51 |
|
Applied Materials
(AMAT)
|
0.0 |
$443k |
-39%
|
3.1k |
145.12 |
|
Ishares Tr Intl Sel Div Etf
(IDV)
|
0.0 |
$424k |
|
14k |
31.02 |
|
Charter Communications Inc N Cl A
(CHTR)
|
0.0 |
$416k |
|
1.1k |
368.53 |
|
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
0.0 |
$415k |
NEW
|
4.5k |
92.38 |
|
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.0 |
$408k |
NEW
|
3.5k |
118.13 |
|
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.0 |
$407k |
+42%
|
7.8k |
52.37 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.0 |
$405k |
-30%
|
16k |
25.04 |
|
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.0 |
$402k |
-29%
|
17k |
23.16 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
0.0 |
$395k |
-19%
|
3.9k |
100.66 |
|
Morgan Stanley Com New
(MS)
|
0.0 |
$393k |
+13%
|
3.4k |
116.66 |
|
Palo Alto Networks
(PANW)
|
0.0 |
$391k |
+11%
|
2.3k |
170.64 |
|
Truist Financial Corp equities
(TFC)
|
0.0 |
$389k |
+3%
|
9.5k |
41.15 |
|
Metropcs Communications
(TMUS)
|
0.0 |
$387k |
-23%
|
1.5k |
266.71 |
|
Ecolab
(ECL)
|
0.0 |
$385k |
|
1.5k |
253.52 |
|
Blackrock
(BLK)
|
0.0 |
$382k |
+2%
|
404.00 |
946.48 |
|
Verizon Communications
(VZ)
|
0.0 |
$381k |
+8%
|
8.4k |
45.36 |
|
Jfrog Ord Shs
(FROG)
|
0.0 |
$376k |
|
12k |
32.00 |
|
Automatic Data Processing
(ADP)
|
0.0 |
$375k |
-48%
|
1.2k |
305.62 |
|
American Centy Etf Tr Intl Eqt Etf
(AVDE)
|
0.0 |
$369k |
NEW
|
5.6k |
66.27 |
|
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.0 |
$367k |
+16%
|
2.1k |
170.89 |
|
Novo-nordisk A S Adr
(NVO)
|
0.0 |
$365k |
|
5.3k |
69.44 |
|
Dimensional Etf Trust Natl Mun Bd Etf
(DFNM)
|
0.0 |
$356k |
|
7.5k |
47.57 |
|
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.0 |
$346k |
-6%
|
4.4k |
78.89 |
|
Direxion Shs Etf Tr Dly S&p500 Br 1x
(SPDN)
|
0.0 |
$345k |
|
30k |
11.59 |
|
Rlj Lodging Tr Cum Conv Pfd A
(RLJ.PA)
|
0.0 |
$341k |
|
14k |
24.40 |
|
Cloudflare Cl A Com
(NET)
|
0.0 |
$339k |
-21%
|
3.0k |
112.69 |
|
Vanguard Admiral Fds 500 Grth Idx F
(VOOG)
|
0.0 |
$338k |
+83%
|
1.0k |
334.48 |
|
Jefferies Finl Group
(JEF)
|
0.0 |
$329k |
|
6.1k |
53.57 |
|
Ge Vernova
(GEV)
|
0.0 |
$328k |
-16%
|
1.1k |
305.28 |
|
Servicenow
(NOW)
|
0.0 |
$327k |
|
411.00 |
796.14 |
|
Dominion Resources
(D)
|
0.0 |
$326k |
|
5.8k |
56.07 |
|
GSK Sponsored Adr
(GSK)
|
0.0 |
$319k |
NEW
|
8.2k |
38.74 |
|
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.0 |
$318k |
|
758.00 |
419.88 |
|
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.0 |
$310k |
|
2.5k |
125.97 |
|
Medtronic SHS
(MDT)
|
0.0 |
$306k |
NEW
|
3.4k |
89.86 |
|
Ishares Tr Core High Dv Etf
(HDV)
|
0.0 |
$305k |
+8%
|
2.5k |
121.12 |
|
Becton, Dickinson and
(BDX)
|
0.0 |
$305k |
+18%
|
1.3k |
229.06 |
|
American Intl Group Com New
(AIG)
|
0.0 |
$305k |
+19%
|
3.5k |
86.94 |
|
Lockheed Martin Corporation
(LMT)
|
0.0 |
$302k |
|
676.00 |
446.71 |
|
Spdr Ser Tr Dj Reit Etf
(RWR)
|
0.0 |
$301k |
|
3.0k |
99.12 |
|
Totalenergies Se Sponsored Ads
(TTE)
|
0.0 |
$296k |
|
4.6k |
64.69 |
|
Intel Corporation
(INTC)
|
0.0 |
$293k |
-41%
|
13k |
22.71 |
|
Parker-Hannifin Corporation
(PH)
|
0.0 |
$288k |
-2%
|
474.00 |
607.85 |
|
Philip Morris International
(PM)
|
0.0 |
$286k |
NEW
|
1.8k |
158.73 |
|
Spdr Index Shs Fds Dj Intl Rl Etf
(RWX)
|
0.0 |
$285k |
NEW
|
12k |
24.48 |
|
Nushares Etf Tr Nuveen Esg Emrgn
(NUEM)
|
0.0 |
$281k |
|
9.6k |
29.25 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.0 |
$279k |
-48%
|
2.0k |
139.78 |
|
Linde SHS
(LIN)
|
0.0 |
$276k |
-7%
|
592.00 |
465.64 |
|
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.0 |
$273k |
NEW
|
4.1k |
65.76 |
|
McKesson Corporation
(MCK)
|
0.0 |
$273k |
|
405.00 |
672.99 |
|
MetLife
(MET)
|
0.0 |
$268k |
+3%
|
3.3k |
80.29 |
|
Box Cl A
(BOX)
|
0.0 |
$265k |
-4%
|
8.6k |
30.86 |
|
Cigna Corp
(CI)
|
0.0 |
$264k |
+2%
|
801.00 |
329.00 |
|
Vanguard World Health Car Etf
(VHT)
|
0.0 |
$261k |
|
986.00 |
264.74 |
|
2023 Etf Series Trust Ii Gmo Us Quality E
(QLTY)
|
0.0 |
$260k |
|
8.3k |
31.26 |
|
Arthur J. Gallagher & Co.
(AJG)
|
0.0 |
$258k |
NEW
|
746.00 |
345.24 |
|
General Mills
(GIS)
|
0.0 |
$257k |
NEW
|
4.3k |
59.79 |
|
Intercontinental Exchange
(ICE)
|
0.0 |
$257k |
|
1.5k |
172.50 |
|
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.0 |
$251k |
+9%
|
3.2k |
78.85 |
|
Novartis Sponsored Adr
(NVS)
|
0.0 |
$250k |
-18%
|
2.2k |
111.48 |
|
Chubb
(CB)
|
0.0 |
$250k |
-2%
|
828.00 |
301.99 |
|
Booking Holdings
(BKNG)
|
0.0 |
$249k |
+3%
|
54.00 |
4606.91 |
|
Intuit
(INTU)
|
0.0 |
$248k |
-34%
|
403.00 |
614.44 |
|
S&p Global
(SPGI)
|
0.0 |
$247k |
|
487.00 |
508.10 |
|
Dimensional Etf Trust Us Equity Market
(DFUS)
|
0.0 |
$247k |
|
4.1k |
60.48 |
|
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd
(VTEC)
|
0.0 |
$246k |
|
2.5k |
98.40 |
|
American Centy Etf Tr Avantis Emgmkt
(AVEM)
|
0.0 |
$246k |
NEW
|
4.1k |
60.17 |
|
Enbridge
(ENB)
|
0.0 |
$241k |
|
5.4k |
44.31 |
|
National Fuel Gas
(NFG)
|
0.0 |
$240k |
NEW
|
3.0k |
79.19 |
|
Flexshares Tr Us Quality Cap
(QLC)
|
0.0 |
$240k |
-8%
|
3.8k |
63.80 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.0 |
$233k |
+2%
|
3.3k |
70.21 |
|
At&t
(T)
|
0.0 |
$232k |
NEW
|
8.2k |
28.28 |
|
Regeneron Pharmaceuticals
(REGN)
|
0.0 |
$231k |
-5%
|
364.00 |
634.23 |
|
Illinois Tool Works
(ITW)
|
0.0 |
$230k |
-2%
|
929.00 |
248.01 |
|
Affirm Hldgs Com Cl A
(AFRM)
|
0.0 |
$229k |
|
5.1k |
45.19 |
|
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
0.0 |
$228k |
NEW
|
2.6k |
87.17 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.0 |
$227k |
|
2.1k |
105.60 |
|
Nike CL B
(NKE)
|
0.0 |
$225k |
-12%
|
3.6k |
63.48 |
|
Boeing Company
(BA)
|
0.0 |
$224k |
|
1.3k |
170.60 |
|
Vanguard World Mega Grwth Ind
(MGK)
|
0.0 |
$221k |
|
714.00 |
308.95 |
|
Anthem
(ELV)
|
0.0 |
$218k |
NEW
|
502.00 |
434.96 |
|
Eaton Corp SHS
(ETN)
|
0.0 |
$218k |
-19%
|
800.00 |
271.83 |
|
Schwab Strategic Tr Fundamental Us L
(FNDX)
|
0.0 |
$212k |
|
9.0k |
23.61 |
|
Dimensional Etf Trust Us Real Estate E
(DFAR)
|
0.0 |
$206k |
NEW
|
8.7k |
23.77 |
|
Spdr Index Shs Fds S&p Intl Smlcp
(GWX)
|
0.0 |
$201k |
NEW
|
6.3k |
31.96 |
|
Southern California Bancorp
(BCAL)
|
0.0 |
$199k |
|
14k |
14.33 |
|
Nokia Corp Sponsored Adr
(NOK)
|
0.0 |
$127k |
|
24k |
5.27 |
|
Goldman Sachs Bdc SHS
(GSBD)
|
0.0 |
$122k |
NEW
|
11k |
11.63 |
|
Monroe Cap
(MRCC)
|
0.0 |
$109k |
+7%
|
14k |
7.80 |
|
Ambev Sa Sponsored Adr
(ABEV)
|
0.0 |
$62k |
-21%
|
27k |
2.33 |
|