Wisdomtree Tr Floatng Rat Trea
(USFR)
|
3.1 |
$7.6M |
-7%
|
151k |
50.33 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
2.9 |
$7.2M |
|
141k |
50.83 |
|
Ishares Tr TRS FLT RT BD
(TFLO)
|
2.9 |
$7.1M |
-12%
|
140k |
50.66 |
|
Blackrock Etf Trust Ii Ishares Short-te
(CALI)
|
2.9 |
$7.0M |
+11%
|
139k |
50.36 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
2.6 |
$6.4M |
+2%
|
61k |
105.60 |
|
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
2.6 |
$6.2M |
+14%
|
122k |
50.85 |
|
Ssga Active Etf Tr Spdr Tr Tactic
(TOTL)
|
2.5 |
$6.0M |
-6%
|
150k |
40.29 |
|
J P Morgan Exchange Traded F Ultra Shrt Etf
(JPST)
|
2.3 |
$5.6M |
-6%
|
110k |
50.63 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
2.2 |
$5.5M |
-7%
|
93k |
58.69 |
|
Apple
(AAPL)
|
2.2 |
$5.3M |
|
24k |
222.13 |
|
Amplify Etf Tr Cwp Intl Enhance
(IDVO)
|
2.1 |
$5.0M |
|
160k |
31.45 |
|
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
1.9 |
$4.7M |
-19%
|
52k |
91.73 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.9 |
$4.7M |
|
62k |
75.65 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
1.6 |
$3.9M |
+7%
|
176k |
22.08 |
|
Goldman Sachs Etf Tr S&p 500 Core Pre
(GPIX)
|
1.6 |
$3.9M |
+9%
|
83k |
46.61 |
|
Ishares U S Etf Tr Short Maturity M
(MEAR)
|
1.6 |
$3.8M |
+10%
|
76k |
50.24 |
|
Ishares Tr Calif Mun Bd Etf
(CMF)
|
1.5 |
$3.7M |
|
65k |
56.28 |
|
Invesco Exch Traded Fd Tr Ii Var Rate Pfd
(VRP)
|
1.5 |
$3.6M |
-2%
|
148k |
24.24 |
|
J P Morgan Exchange Traded F Intl Bd Opp Etf
(JPIB)
|
1.4 |
$3.5M |
+9%
|
73k |
47.89 |
|
Innovator Etfs Trust Us Eqt Pwr Buf
(PAPR)
|
1.4 |
$3.5M |
-2%
|
98k |
35.66 |
|
Innovator Etfs Trust Us Eqty Pwr Buf
(PJAN)
|
1.4 |
$3.5M |
-4%
|
84k |
41.47 |
|
Costco Wholesale Corporation
(COST)
|
1.4 |
$3.4M |
-3%
|
3.5k |
945.69 |
|
Innovator Etfs Trust Innovator Deepw
(LOUP)
|
1.4 |
$3.3M |
+53%
|
73k |
45.41 |
|
Innovator Etfs Trust Us Eqty Pwr Buf
(PJUL)
|
1.3 |
$3.2M |
-5%
|
81k |
40.19 |
|
Amazon
(AMZN)
|
1.3 |
$3.1M |
-2%
|
17k |
190.26 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.3 |
$3.1M |
+3%
|
69k |
45.26 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.3 |
$3.1M |
-7%
|
63k |
49.62 |
|
First Tr Exchange Traded Rba Indl Etf
(AIRR)
|
1.3 |
$3.1M |
+91%
|
46k |
68.21 |
|
Mastercard Incorporated Cl A
(MA)
|
1.3 |
$3.1M |
-3%
|
5.6k |
548.12 |
|
Ishares Core Msci Emkt
(IEMG)
|
1.3 |
$3.1M |
|
57k |
53.97 |
|
Vaneck Etf Trust Long Muni Etf
(MLN)
|
1.3 |
$3.1M |
-4%
|
176k |
17.39 |
|
Wisdomtree Tr Em Lcl Debt Fd
(ELD)
|
1.2 |
$2.9M |
|
108k |
26.76 |
|
Goldman Sachs Etf Tr Activebeta Int
(GSIE)
|
1.2 |
$2.8M |
|
80k |
35.65 |
|
UnitedHealth
(UNH)
|
1.2 |
$2.8M |
-3%
|
5.4k |
523.75 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.2 |
$2.8M |
-2%
|
5.3k |
532.58 |
|
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
1.2 |
$2.8M |
|
78k |
35.88 |
|
Goldman Sachs Etf Tr Activebeta Us Lg
(GSLC)
|
1.1 |
$2.8M |
+7%
|
25k |
110.08 |
|
Innovator Etfs Trust Us Eqty Pwr Buf
(POCT)
|
1.1 |
$2.6M |
-7%
|
68k |
38.85 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
1.1 |
$2.6M |
+6%
|
54k |
48.82 |
|
Amplify Etf Tr Nat Res Dividend
(NDIV)
|
1.1 |
$2.6M |
|
89k |
28.95 |
|
Microsoft Corporation
(MSFT)
|
1.0 |
$2.4M |
|
6.4k |
375.39 |
|
JPMorgan Chase & Co.
(JPM)
|
1.0 |
$2.4M |
-3%
|
9.8k |
245.30 |
|
Ishares Msci Equal Weite
(EUSA)
|
0.9 |
$2.3M |
+12%
|
24k |
93.59 |
|
NVIDIA Corporation
(NVDA)
|
0.9 |
$2.2M |
|
21k |
108.38 |
|
salesforce
(CRM)
|
0.9 |
$2.2M |
|
8.1k |
268.36 |
|
Dimensional Etf Trust Calif Mun Bd Etf
(DFCA)
|
0.8 |
$2.1M |
+135%
|
41k |
49.60 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.8 |
$2.0M |
|
13k |
154.64 |
|
Abbott Laboratories
(ABT)
|
0.8 |
$2.0M |
|
15k |
132.65 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.8 |
$2.0M |
-4%
|
32k |
63.53 |
|
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.8 |
$1.9M |
-3%
|
36k |
51.05 |
|
Ssga Active Etf Tr Ult Sht Trm Bd
(ULST)
|
0.8 |
$1.8M |
+15%
|
45k |
40.65 |
|
Invesco Exch Traded Fd Tr Ii Global Water
(PIO)
|
0.7 |
$1.8M |
|
45k |
40.13 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.7 |
$1.8M |
+14%
|
11k |
156.23 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.7 |
$1.7M |
-8%
|
21k |
81.76 |
|
Janus Detroit Str Tr Hendrson Aaa Cl
(JAAA)
|
0.7 |
$1.6M |
NEW
|
32k |
50.71 |
|
Intuit
(INTU)
|
0.6 |
$1.5M |
-5%
|
2.5k |
613.99 |
|
Travelers Companies
(TRV)
|
0.6 |
$1.4M |
-5%
|
5.5k |
264.46 |
|
Pepsi
(PEP)
|
0.6 |
$1.4M |
-8%
|
9.4k |
149.94 |
|
Marsh & McLennan Companies
(MMC)
|
0.6 |
$1.4M |
-6%
|
5.7k |
244.03 |
|
Ark Etf Tr Genomic Rev Etf
(ARKG)
|
0.6 |
$1.4M |
+5%
|
66k |
20.76 |
|
Visa Com Cl A
(V)
|
0.6 |
$1.4M |
|
3.9k |
350.46 |
|
Danaher Corporation
(DHR)
|
0.5 |
$1.3M |
-4%
|
6.4k |
205.00 |
|
Union Pacific Corporation
(UNP)
|
0.5 |
$1.3M |
|
5.5k |
236.23 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.5 |
$1.3M |
|
12k |
105.44 |
|
Charles Schwab Corporation
(SCHW)
|
0.5 |
$1.3M |
-5%
|
16k |
78.28 |
|
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.5 |
$1.2M |
+29%
|
26k |
47.60 |
|
AmerisourceBergen
(COR)
|
0.5 |
$1.2M |
-3%
|
4.5k |
278.09 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.5 |
$1.2M |
|
52k |
23.43 |
|
Rockwell Automation
(ROK)
|
0.5 |
$1.2M |
-2%
|
4.6k |
258.38 |
|
Walt Disney Company
(DIS)
|
0.5 |
$1.2M |
-13%
|
12k |
98.70 |
|
Procter & Gamble Company
(PG)
|
0.5 |
$1.1M |
|
6.7k |
170.42 |
|
Ecolab
(ECL)
|
0.4 |
$1.1M |
-2%
|
4.3k |
253.52 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.4 |
$1.1M |
|
5.6k |
193.99 |
|
Flexshares Tr Mstar Emkt Fac
(TLTE)
|
0.4 |
$1.0M |
|
19k |
52.49 |
|
Microchip Technology
(MCHP)
|
0.4 |
$990k |
|
21k |
48.41 |
|
Dominion Resources
(D)
|
0.4 |
$965k |
|
17k |
56.07 |
|
Honeywell International
(HON)
|
0.4 |
$959k |
|
4.5k |
211.75 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.4 |
$925k |
-20%
|
38k |
24.34 |
|
Johnson & Johnson
(JNJ)
|
0.4 |
$886k |
|
5.3k |
165.83 |
|
Mccormick & Co Com Non Vtg
(MKC)
|
0.4 |
$875k |
-5%
|
11k |
82.31 |
|
Goldman Sachs Etf Tr Activebeta Eme
(GEM)
|
0.3 |
$837k |
-5%
|
25k |
33.18 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.3 |
$800k |
|
4.6k |
173.23 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$725k |
|
2.6k |
274.89 |
|
Nike CL B
(NKE)
|
0.3 |
$650k |
|
10k |
63.48 |
|
Eaton Corp SHS
(ETN)
|
0.3 |
$640k |
+3%
|
2.4k |
271.83 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.3 |
$637k |
|
2.0k |
312.04 |
|
Palo Alto Networks
(PANW)
|
0.3 |
$631k |
+34%
|
3.7k |
170.64 |
|
Invesco Exch Traded Fd Tr Ii Calif Amt Mun
(PWZ)
|
0.2 |
$583k |
NEW
|
24k |
23.85 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$570k |
|
1.0k |
559.39 |
|
Eli Lilly & Co.
(LLY)
|
0.2 |
$527k |
+3%
|
638.00 |
825.91 |
|
Goldman Sachs Etf Tr Ultra Short Bond
(GSST)
|
0.2 |
$524k |
-25%
|
10k |
50.54 |
|
Philip Morris International
(PM)
|
0.2 |
$520k |
|
3.3k |
158.75 |
|
RBB Us Treas 3 Mnth
(TBIL)
|
0.2 |
$516k |
|
10k |
50.01 |
|
Chevron Corporation
(CVX)
|
0.2 |
$513k |
-10%
|
3.1k |
167.31 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.2 |
$503k |
|
8.1k |
62.10 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.2 |
$496k |
+30%
|
3.6k |
139.78 |
|
Intellia Therapeutics
(NTLA)
|
0.2 |
$482k |
|
68k |
7.11 |
|
Starbucks Corporation
(SBUX)
|
0.2 |
$477k |
-2%
|
4.9k |
98.08 |
|
Pgim Etf Tr Pgim Ultra Sh Bd
(PULS)
|
0.2 |
$460k |
-13%
|
9.3k |
49.73 |
|
Citigroup Com New
(C)
|
0.2 |
$454k |
|
6.4k |
70.99 |
|
American Tower Reit
(AMT)
|
0.2 |
$454k |
+2%
|
2.1k |
217.60 |
|
Digital Realty Trust
(DLR)
|
0.2 |
$439k |
+17%
|
3.1k |
143.29 |
|
Caribou Biosciences
(CRBU)
|
0.2 |
$428k |
-76%
|
468k |
0.91 |
|
Abbvie
(ABBV)
|
0.2 |
$407k |
-7%
|
1.9k |
209.52 |
|
Xenon Pharmaceuticals
(XENE)
|
0.2 |
$369k |
|
11k |
33.55 |
|
Southern Company
(SO)
|
0.2 |
$368k |
|
4.0k |
91.95 |
|
Innovator Etfs Trust Defined Wlt Shld
(BALT)
|
0.1 |
$352k |
NEW
|
11k |
31.38 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.1 |
$349k |
|
1.6k |
221.68 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.1 |
$346k |
-6%
|
4.4k |
78.27 |
|
Duke Energy Corp Com New
(DUK)
|
0.1 |
$319k |
-3%
|
2.6k |
121.97 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.1 |
$301k |
|
12k |
26.20 |
|
Novartis Sponsored Adr
(NVS)
|
0.1 |
$296k |
|
2.7k |
111.48 |
|
Innovator Etfs Trust Us Eqty Pwr Buf
(PJUN)
|
0.1 |
$294k |
-14%
|
8.0k |
37.01 |
|
Cigna Corp
(CI)
|
0.1 |
$294k |
|
894.00 |
329.00 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$293k |
|
4.8k |
60.66 |
|
United Rentals
(URI)
|
0.1 |
$280k |
|
446.00 |
626.70 |
|
Innovator Etfs Trust Us Eqty Pwr Bf
(PAUG)
|
0.1 |
$276k |
-29%
|
7.3k |
37.78 |
|
Altria
(MO)
|
0.1 |
$273k |
|
4.6k |
60.02 |
|
Pfizer
(PFE)
|
0.1 |
$262k |
|
10k |
25.34 |
|
Norfolk Southern
(NSC)
|
0.1 |
$253k |
|
1.1k |
236.85 |
|
Ishares Tr Esg Msci Usa Etf
(USXF)
|
0.1 |
$248k |
|
5.3k |
46.67 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$245k |
|
3.3k |
73.45 |
|
Merck & Co
(MRK)
|
0.1 |
$236k |
|
2.6k |
89.77 |
|
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.1 |
$233k |
|
1.4k |
166.00 |
|
Raytheon Technologies Corp
(RTX)
|
0.1 |
$227k |
NEW
|
1.7k |
132.46 |
|
Innovator Etfs Trust Us Sml Cp Pwr B
(KOCT)
|
0.1 |
$222k |
-7%
|
7.6k |
29.27 |
|
Innovator Etfs Trust Us Small Cap Pwr
(KAUG)
|
0.1 |
$221k |
-8%
|
9.2k |
24.03 |
|
Geron Corporation
(GERN)
|
0.0 |
$45k |
+7%
|
28k |
1.59 |
|