Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
5.2 |
$10M |
|
245k |
41.12 |
|
Apple
(AAPL)
|
4.7 |
$9.1M |
|
39k |
233.00 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
3.9 |
$7.6M |
|
148k |
51.50 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
3.6 |
$6.9M |
|
26k |
263.83 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
3.4 |
$6.6M |
|
34k |
198.06 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
3.2 |
$6.2M |
-2%
|
26k |
237.21 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
3.1 |
$5.9M |
+2%
|
112k |
52.81 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
3.0 |
$5.7M |
|
29k |
200.78 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
2.9 |
$5.6M |
|
84k |
66.52 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
2.3 |
$4.4M |
-5%
|
65k |
67.85 |
|
Ishares Msci Gbl Min Vol
(ACWV)
|
1.9 |
$3.7M |
|
33k |
114.53 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
1.6 |
$3.2M |
|
33k |
97.42 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
1.5 |
$3.0M |
-2%
|
36k |
83.09 |
|
Ishares Tr Msci Kld400 Soc
(DSI)
|
1.5 |
$2.9M |
|
27k |
108.79 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.5 |
$2.9M |
|
61k |
47.85 |
|
First Tr Exchange Traded Dj Glbl Divid
(FGD)
|
1.5 |
$2.9M |
|
119k |
24.35 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
1.5 |
$2.9M |
-3%
|
99k |
29.18 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
1.5 |
$2.9M |
|
42k |
67.70 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.4 |
$2.8M |
|
9.7k |
283.15 |
|
Microsoft Corporation
(MSFT)
|
1.4 |
$2.7M |
|
6.4k |
430.33 |
|
Vaneck Etf Trust Mrngstr Wde Moat
(MOAT)
|
1.4 |
$2.7M |
+3%
|
28k |
96.95 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
1.1 |
$2.2M |
|
35k |
63.00 |
|
Calamos Conv Opportunities & Sh Ben Int
(CHI)
|
1.1 |
$2.1M |
+47%
|
182k |
11.64 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
1.0 |
$2.0M |
-2%
|
7.6k |
267.36 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
1.0 |
$2.0M |
-18%
|
8.3k |
243.06 |
|
NVIDIA Corporation
(NVDA)
|
1.0 |
$1.9M |
|
16k |
121.44 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
1.0 |
$1.9M |
-5%
|
11k |
179.16 |
|
Vaneck Etf Trust Morningstar Smid
(SMOT)
|
1.0 |
$1.9M |
+15%
|
54k |
35.03 |
|
Doubleline Yield
(DLY)
|
1.0 |
$1.9M |
|
113k |
16.59 |
|
Amazon
(AMZN)
|
0.9 |
$1.8M |
|
9.6k |
186.33 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.9 |
$1.7M |
+6%
|
14k |
128.20 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.9 |
$1.7M |
|
14k |
119.70 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.8 |
$1.6M |
|
17k |
91.31 |
|
Ishares Tr Global 100 Etf
(IOO)
|
0.7 |
$1.3M |
-35%
|
13k |
99.16 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.7 |
$1.3M |
|
16k |
80.37 |
|
Johnson & Johnson
(JNJ)
|
0.7 |
$1.3M |
|
8.1k |
162.05 |
|
Chevron Corporation
(CVX)
|
0.7 |
$1.3M |
|
8.9k |
147.27 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.7 |
$1.3M |
|
21k |
62.32 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.7 |
$1.3M |
|
20k |
64.74 |
|
Schwab Strategic Tr Fundamental Intl
(FNDF)
|
0.7 |
$1.3M |
-3%
|
34k |
37.37 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.6 |
$1.2M |
-2%
|
25k |
50.28 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.6 |
$1.1M |
|
15k |
75.11 |
|
Caterpillar
(CAT)
|
0.6 |
$1.1M |
|
2.8k |
391.05 |
|
Ishares Tr MRGSTR SM CP GR
(ISCG)
|
0.6 |
$1.1M |
-2%
|
22k |
48.96 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.5 |
$975k |
|
5.6k |
174.57 |
|
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.5 |
$952k |
|
12k |
80.78 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.5 |
$910k |
|
5.5k |
165.86 |
|
Ishares Tr Msci Uk Etf New
(EWU)
|
0.5 |
$893k |
|
24k |
37.41 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.5 |
$872k |
+2%
|
11k |
79.42 |
|
First Tr Exchange-traded Rba Indl Etf
(AIRR)
|
0.4 |
$867k |
+45%
|
12k |
74.67 |
|
Ishares Tr Us Infrastruc
(IFRA)
|
0.4 |
$864k |
-22%
|
18k |
46.97 |
|
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.4 |
$845k |
|
22k |
38.53 |
|
Ishares Tr U.s. Real Es Etf
(IYR)
|
0.4 |
$824k |
|
8.1k |
101.87 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.4 |
$787k |
-9%
|
1.5k |
527.64 |
|
McDonald's Corporation
(MCD)
|
0.4 |
$786k |
|
2.6k |
304.54 |
|
Vanguard Whitehall Fds Em Mk Gov Bd Etf
(VWOB)
|
0.4 |
$785k |
|
12k |
66.37 |
|
Select Sector Spdr Tr Rl Est Sel Sec
(XLRE)
|
0.4 |
$776k |
-12%
|
17k |
44.67 |
|
International Business Machines
(IBM)
|
0.4 |
$748k |
|
3.4k |
221.05 |
|
Ishares Tr Intl Sel Div Etf
(IDV)
|
0.4 |
$735k |
|
24k |
30.23 |
|
Vanguard Admiral Fds 500 Val Idx Fd
(VOOV)
|
0.4 |
$735k |
+4%
|
3.9k |
190.71 |
|
Vaneck Etf Trust Fallen Angel Hg
(ANGL)
|
0.4 |
$732k |
+7%
|
25k |
29.41 |
|
BlackRock Corporate High Yield Fund VI
(HYT)
|
0.4 |
$714k |
+17%
|
71k |
10.06 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$712k |
|
6.1k |
116.97 |
|
Vanguard World Mega Cap Val Etf
(MGV)
|
0.4 |
$711k |
-35%
|
5.5k |
128.28 |
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.4 |
$701k |
+4%
|
4.2k |
167.68 |
|
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$688k |
|
3.3k |
210.86 |
|
Park National Corporation
(PRK)
|
0.3 |
$675k |
|
4.0k |
167.98 |
|
Schwab Strategic Tr Fundamental Emer
(FNDE)
|
0.3 |
$672k |
|
21k |
32.27 |
|
Ishares Tr Tips Bd Etf
(TIP)
|
0.3 |
$670k |
-38%
|
6.1k |
110.47 |
|
Procter & Gamble Company
(PG)
|
0.3 |
$664k |
|
3.8k |
173.20 |
|
Vanguard World Utilities Etf
(VPU)
|
0.3 |
$655k |
|
3.8k |
174.07 |
|
Cisco Systems
(CSCO)
|
0.3 |
$646k |
-6%
|
12k |
53.22 |
|
Spdr Ser Tr Russell Yield
(ONEY)
|
0.3 |
$645k |
|
5.8k |
112.16 |
|
Tesla Motors
(TSLA)
|
0.3 |
$630k |
|
2.4k |
261.63 |
|
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
0.3 |
$624k |
|
8.5k |
73.42 |
|
Ishares Glb Enr Prod Etf
(FILL)
|
0.3 |
$620k |
|
25k |
24.81 |
|
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.3 |
$609k |
|
3.3k |
181.97 |
|
Pepsi
(PEP)
|
0.3 |
$607k |
|
3.6k |
170.04 |
|
Nextera Energy
(NEE)
|
0.3 |
$584k |
|
6.9k |
84.53 |
|
Home Depot
(HD)
|
0.3 |
$574k |
|
1.4k |
405.30 |
|
Vanguard World Health Car Etf
(VHT)
|
0.3 |
$566k |
|
2.0k |
282.21 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$562k |
|
1.2k |
460.26 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.3 |
$552k |
|
1.1k |
487.87 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$545k |
|
949.00 |
573.99 |
|
Ishares Tr Ishares Biotech
(IBB)
|
0.3 |
$539k |
|
3.7k |
145.58 |
|
Wells Fargo & Company
(WFC)
|
0.3 |
$539k |
|
9.5k |
56.49 |
|
Oracle Corporation
(ORCL)
|
0.3 |
$513k |
|
3.0k |
170.40 |
|
Spdr Index Shs Fds Euro Stoxx 50
(FEZ)
|
0.3 |
$507k |
|
9.5k |
53.24 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.3 |
$506k |
|
888.00 |
569.96 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.3 |
$503k |
|
6.0k |
83.63 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.3 |
$491k |
|
6.8k |
71.73 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$485k |
|
2.9k |
167.17 |
|
Amplify Etf Tr Amplify Etho Cli
(ETHO)
|
0.2 |
$481k |
|
8.0k |
59.91 |
|
Select Sector Spdr Tr Energy
(XLE)
|
0.2 |
$480k |
+4%
|
5.5k |
87.80 |
|
Deere & Company
(DE)
|
0.2 |
$467k |
|
1.1k |
417.33 |
|
Enterprise Products Partners
(EPD)
|
0.2 |
$465k |
|
16k |
29.11 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.2 |
$465k |
|
6.1k |
76.70 |
|
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.2 |
$453k |
|
2.7k |
166.85 |
|
Starbucks Corporation
(SBUX)
|
0.2 |
$448k |
|
4.6k |
97.49 |
|
Williams-Sonoma
(WSM)
|
0.2 |
$443k |
+100%
|
2.9k |
154.92 |
|
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.2 |
$432k |
|
35k |
12.35 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.2 |
$430k |
|
8.7k |
49.31 |
|
Schwab Strategic Tr Fundamental Intl
(FNDC)
|
0.2 |
$430k |
-5%
|
11k |
38.15 |
|
Spdr Ser Tr S&P 400 MDCP GRW
(MDYG)
|
0.2 |
$423k |
|
4.8k |
87.74 |
|
Select Sector Spdr Tr Technology
(XLK)
|
0.2 |
$419k |
|
1.9k |
225.73 |
|
Vaneck Etf Trust Mrngstr Int Moat
(MOTI)
|
0.2 |
$419k |
|
12k |
35.05 |
|
Broadcom
(AVGO)
|
0.2 |
$418k |
+838%
|
2.4k |
172.52 |
|
Texas Instruments Incorporated
(TXN)
|
0.2 |
$416k |
|
2.0k |
206.57 |
|
Ishares Msci Mexico Etf
(EWW)
|
0.2 |
$414k |
+9%
|
7.7k |
53.71 |
|
Exchange Traded Concepts Tru Robo Glb Etf
(ROBO)
|
0.2 |
$412k |
-3%
|
7.2k |
57.07 |
|
Schwab Strategic Tr Fundamental Us S
(FNDA)
|
0.2 |
$411k |
-8%
|
6.9k |
59.57 |
|
4068594 Enphase Energy
(ENPH)
|
0.2 |
$410k |
|
3.6k |
113.02 |
|
Public Storage
(PSA)
|
0.2 |
$405k |
|
1.1k |
363.87 |
|
Linde SHS
(LIN)
|
0.2 |
$401k |
|
841.00 |
476.86 |
|
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
0.2 |
$390k |
-6%
|
4.5k |
86.81 |
|
Abbvie
(ABBV)
|
0.2 |
$387k |
|
2.0k |
197.48 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.2 |
$381k |
|
991.00 |
383.95 |
|
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.2 |
$377k |
|
6.4k |
59.22 |
|
Meta Platforms Cl A
(META)
|
0.2 |
$371k |
|
648.00 |
572.44 |
|
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.2 |
$365k |
|
1.5k |
243.51 |
|
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.2 |
$362k |
-3%
|
3.9k |
93.59 |
|
Target Corporation
(TGT)
|
0.2 |
$357k |
|
2.3k |
155.88 |
|
Medtronic SHS
(MDT)
|
0.2 |
$355k |
NEW
|
3.9k |
90.03 |
|
Us Bancorp Del Com New
(USB)
|
0.2 |
$352k |
|
7.7k |
45.73 |
|
Vanguard World Financials Etf
(VFH)
|
0.2 |
$345k |
|
3.1k |
109.91 |
|
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf
(FPE)
|
0.2 |
$344k |
-6%
|
19k |
18.10 |
|
Kraneshares Trust Global Carb Stra
(KRBN)
|
0.2 |
$341k |
|
11k |
31.66 |
|
Aon Shs Cl A
(AON)
|
0.2 |
$340k |
|
982.00 |
345.99 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.2 |
$313k |
|
1.2k |
263.40 |
|
Plains All Amern Pipeline L Unit Ltd Partn
(PAA)
|
0.2 |
$304k |
|
18k |
17.37 |
|
Vanguard World Inf Tech Etf
(VGT)
|
0.2 |
$303k |
-14%
|
516.00 |
586.79 |
|
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
0.2 |
$301k |
|
2.5k |
120.36 |
|
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$293k |
NEW
|
2.1k |
142.03 |
|
Proshares Tr Russ 2000 Divd
(SMDV)
|
0.2 |
$293k |
-12%
|
4.2k |
69.27 |
|
Wisdomtree Tr Enhncd Cmmdty St
(GCC)
|
0.2 |
$293k |
|
15k |
19.10 |
|
Nuveen Mun Value Fd 2
(NUW)
|
0.1 |
$284k |
|
20k |
14.22 |
|
Legg Mason Etf Invt Franklin Intl Lw
(LVHI)
|
0.1 |
$284k |
|
9.1k |
31.08 |
|
Ishares Msci Cda Etf
(EWC)
|
0.1 |
$276k |
+21%
|
6.6k |
41.52 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$275k |
|
3.2k |
84.53 |
|
Qualcomm
(QCOM)
|
0.1 |
$274k |
|
1.6k |
170.08 |
|
Osisko Gold Royalties
(OR)
|
0.1 |
$272k |
|
15k |
18.51 |
|
Schwab Strategic Tr Fundamental Us L
(FNDX)
|
0.1 |
$268k |
|
3.7k |
71.76 |
|
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.1 |
$266k |
|
2.9k |
91.94 |
|
Doubleline Income Solutions
(DSL)
|
0.1 |
$264k |
|
20k |
12.98 |
|
Abbott Laboratories
(ABT)
|
0.1 |
$262k |
|
2.3k |
114.01 |
|
Parker-Hannifin Corporation
(PH)
|
0.1 |
$259k |
|
410.00 |
631.82 |
|
Spdr Index Shs Fds S&p Intl Etf
(DWX)
|
0.1 |
$254k |
+11%
|
6.6k |
38.39 |
|
Pimco High Income Com Shs
(PHK)
|
0.1 |
$250k |
|
50k |
5.00 |
|
Vaneck Etf Trust Preferred Securt
(PFXF)
|
0.1 |
$245k |
|
13k |
18.26 |
|
Norfolk Southern
(NSC)
|
0.1 |
$244k |
|
983.00 |
248.50 |
|
Spdr Ser Tr Glb Dow Etf
(DGT)
|
0.1 |
$243k |
|
1.8k |
137.86 |
|
Becton, Dickinson and
(BDX)
|
0.1 |
$241k |
|
1.0k |
241.10 |
|
Jefferies Finl Group
(JEF)
|
0.1 |
$241k |
NEW
|
3.9k |
61.55 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.1 |
$239k |
|
2.9k |
83.74 |
|
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.1 |
$235k |
|
1.3k |
179.30 |
|
Merck & Co
(MRK)
|
0.1 |
$228k |
-2%
|
2.0k |
113.57 |
|
Invesco Exchange Traded Fd T Dj Indl Avg Dv
(DJD)
|
0.1 |
$210k |
NEW
|
4.0k |
52.59 |
|
Global X Fds Us Infr Dev Etf
(PAVE)
|
0.1 |
$206k |
NEW
|
5.0k |
41.16 |
|
Fs Kkr Capital Corp
(FSK)
|
0.1 |
$206k |
|
10k |
19.73 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$201k |
NEW
|
1.7k |
117.22 |
|
Southern California Bancorp
(BCAL)
|
0.1 |
$190k |
NEW
|
13k |
14.79 |
|
BlackRock Credit All Inc Trust IV
(BTZ)
|
0.1 |
$164k |
|
15k |
11.28 |
|
Blackrock Res & Commodities SHS
(BCX)
|
0.1 |
$127k |
|
13k |
9.60 |
|
Invesco Municipal Income Opp Trust
(OIA)
|
0.1 |
$102k |
|
15k |
6.86 |
|
Thredup Cl A
(TDUP)
|
0.0 |
$25k |
|
30k |
0.84 |
|