|
JPMorgan Chase & Co.
(JPM)
|
23.4 |
$51M |
|
401k |
127.07 |
|
Ishares S&p 500 Core S&p500 Etf
(IVV)
|
11.0 |
$24M |
+5%
|
64k |
375.38 |
|
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et
(AGG)
|
5.1 |
$11M |
+15%
|
95k |
118.18 |
|
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf
(IVW)
|
5.0 |
$11M |
+306%
|
172k |
63.82 |
|
Ishares Core S&p Small-cap E Core S&p Scp Etf
(IJR)
|
4.3 |
$9.4M |
|
103k |
91.89 |
|
Ishares Trust Core Msci Eafe Etf Core Msci Eafe
(IEFA)
|
4.2 |
$9.2M |
+6%
|
134k |
69.09 |
|
Ishares S&p Midcap 400 Index Fund Core S&p Mcp Etf
(IJH)
|
3.7 |
$8.0M |
+3%
|
35k |
229.83 |
|
Ishares Inc Core Msci Emerging Mkts Etf Core Msci Emkt
(IEMG)
|
2.9 |
$6.2M |
+4%
|
100k |
62.04 |
|
Ishares S&p 500 Value Etf S&p 500 Val Etf
(IVE)
|
2.3 |
$4.9M |
+7%
|
38k |
128.01 |
|
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf
(IJK)
|
2.0 |
$4.4M |
+300%
|
60k |
72.21 |
|
Ishares Tr Eafe Sml Cp Etf Eafe Sml Cp Etf
(SCZ)
|
1.9 |
$4.1M |
|
60k |
68.35 |
|
Vanguard Charlotte Total Intl Bd Index Fd Etf Intl Bd Idx Etf
(BNDX)
|
1.8 |
$3.9M |
+11%
|
66k |
58.54 |
|
Ishares Tr S&p Small Cap 600 Growth Etf S&P SML 600 GWT
(IJT)
|
1.8 |
$3.8M |
+100%
|
33k |
114.17 |
|
Ishares Trust United States Treasury Tips Bd Etf
(TIP)
|
1.7 |
$3.8M |
+22%
|
30k |
127.64 |
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|
|
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit
(SPY)
|
1.6 |
$3.4M |
|
9.1k |
373.90 |
|
Ishares U S Real Estate Etf U.s. Real Es Etf
(IYR)
|
1.5 |
$3.2M |
+2%
|
37k |
85.65 |
|
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd
(ISTB)
|
1.3 |
$2.7M |
+4%
|
53k |
51.63 |
|
Ishares Ibonds Dec 2022 Term Corporate Etf Ibonds Dec22 Etf
(IBDN)
|
1.2 |
$2.7M |
+3%
|
106k |
25.57 |
|
Ishares Select Dividend Etf Select Divid Etf
(DVY)
|
1.2 |
$2.5M |
|
27k |
96.15 |
|
Ishares Ibonds Dec 2021 Term Corporate Etf Ibonds Dec21 Etf
(IBDM)
|
1.2 |
$2.5M |
-6%
|
101k |
24.91 |
|
Ishares Trust Core Divid Gwth Core Div Grwth
(DGRO)
|
1.1 |
$2.4M |
+2%
|
55k |
44.81 |
|
Ishares Tr Core Msci Total Core Msci Total
(IXUS)
|
1.1 |
$2.4M |
+16%
|
36k |
67.18 |
|
Ishares Msci Eafe Etf Msci Eafe Etf
(EFA)
|
1.0 |
$2.2M |
-2%
|
30k |
72.95 |
|
Ishares Ibonds Dec 2023 Term Corporate Etf Ibonds Dec23 Etf
(IBDO)
|
1.0 |
$2.2M |
+4%
|
84k |
26.26 |
|
Ishares Tr Fltg Rate Nt Etf Fltg Rate Nt Etf
(FLOT)
|
0.7 |
$1.6M |
-36%
|
31k |
50.70 |
|
Ishares Core S&p Us Value Etf Core S&p Us Vlu
(IUSV)
|
0.7 |
$1.6M |
+515%
|
25k |
62.16 |
|
Ishares Iboxx Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf
(LQD)
|
0.7 |
$1.5M |
+21%
|
11k |
138.06 |
|
Ishares Trust S & P Mid Capital S&p Mc 400vl Etf
(IJJ)
|
0.7 |
$1.4M |
+101%
|
16k |
86.27 |
|
Vanguard Scottsdale Fds Vanguard Mtg-backed Secs Idx Fd Etf Mortg-back Sec
(VMBS)
|
0.6 |
$1.4M |
|
26k |
54.04 |
|
Vanguard Utilities Etf Utilities Etf
(VPU)
|
0.6 |
$1.4M |
|
10k |
137.16 |
|
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk
(ITOT)
|
0.6 |
$1.3M |
|
15k |
86.17 |
|
Ishares Tr Mbs Etf Mbs Etf
(MBB)
|
0.6 |
$1.3M |
-14%
|
12k |
110.12 |
|
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf
(IWF)
|
0.6 |
$1.2M |
|
5.1k |
241.01 |
|
Ishares Tr Ishs 1-5yr Invs Ishs 1-5yr Invs
(IGSB)
|
0.6 |
$1.2M |
NEW
|
22k |
55.17 |
|
Vanguard Small Cap Value Etf Sm Cp Val Etf
(VBR)
|
0.5 |
$1.2M |
|
8.1k |
142.20 |
|
Ishares Tr Blackrock Ultra Blackrock Ultra
(ICSH)
|
0.5 |
$1.1M |
-31%
|
21k |
50.48 |
|
Ishares Tr Pfd And Incm Sec Pfd And Incm Sec
(PFF)
|
0.4 |
$961k |
|
25k |
38.50 |
|
Ishares Ibonds Dec 2021 Term Muni Bond Etf Ibonds Dec2021
(IBMJ)
|
0.4 |
$932k |
|
36k |
25.76 |
|
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf
(IWO)
|
0.4 |
$899k |
|
3.1k |
286.67 |
|
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf
(EEM)
|
0.3 |
$760k |
|
15k |
51.62 |
|
Apple
(AAPL)
|
0.3 |
$748k |
+12%
|
5.6k |
132.65 |
|
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf
(SUB)
|
0.3 |
$744k |
+96%
|
6.9k |
108.06 |
|
Ishares Tr Msci Eafe Min Vl Msci Eafe Min Vl
(EFAV)
|
0.3 |
$712k |
|
9.7k |
73.41 |
|
Microsoft Corporation
(MSFT)
|
0.3 |
$680k |
|
3.1k |
222.15 |
|
Vanguard Mid-cap Value Index Fund Mcap Vl Idxvip
(VOE)
|
0.3 |
$672k |
|
5.7k |
118.79 |
|
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf
(EFG)
|
0.3 |
$658k |
|
6.5k |
100.84 |
|
Vanguard Russell 2000 Etf Vng Rus2000idx
(VTWO)
|
0.3 |
$610k |
|
3.9k |
158.15 |
|
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf
(STIP)
|
0.3 |
$603k |
|
5.8k |
104.33 |
|
Vanguard Real Estate Etf Real Estate Etf
(VNQ)
|
0.3 |
$597k |
-4%
|
7.0k |
84.89 |
|
Ishares Ibonds Dec 2022 Term Muni Bond Etf Ibonds Dec2022
(IBMK)
|
0.3 |
$575k |
+6%
|
22k |
26.33 |
|
Ishares Russell 2000 Value Etf Rus 2000 Val Etf
(IWN)
|
0.3 |
$570k |
|
4.3k |
131.73 |
|
Procter & Gamble Company
(PG)
|
0.3 |
$567k |
|
4.1k |
139.07 |
|
Ishares Russell 1000 Value Etf Rus 1000 Val Etf
(IWD)
|
0.3 |
$555k |
|
4.1k |
136.70 |
|
Ishares Tr Ibonds Dec2023 Term Muni Bd Etf Ibonds Dec2023
(IBML)
|
0.2 |
$522k |
+7%
|
20k |
26.17 |
|
Vanguard Scottsdale Fds Inter Term Treas Inter Term Treas
(VGIT)
|
0.2 |
$491k |
NEW
|
7.1k |
69.32 |
|
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf
(IWS)
|
0.2 |
$490k |
|
5.1k |
96.84 |
|
Ishares Tr Msci Acwi Ex Us Msci Acwi Ex Us
(ACWX)
|
0.2 |
$420k |
+2%
|
7.9k |
52.98 |
|
Select Sector Spdr Trust Amex Financial Select Index Usd Dis Sbi Int-finl
(XLF)
|
0.2 |
$387k |
|
13k |
29.47 |
|
Ishares U.s. Healthcare Etf Us Hlthcare Etf
(IYH)
|
0.2 |
$385k |
|
1.6k |
245.69 |
|
Ishares Tr Iboxx Hi Yd Etf Iboxx Hi Yd Etf
(HYG)
|
0.2 |
$355k |
|
4.1k |
87.29 |
|
Ishares Tr Intl Sel Div Etf Intl Sel Div Etf
(IDV)
|
0.1 |
$300k |
|
10k |
29.38 |
|
Vanguard Intl Equity Index Fds Ftse Smcap Etf Ftse Smcap Etf
(VSS)
|
0.1 |
$298k |
+2%
|
2.5k |
121.58 |
|
Ishares S&p Smallcap 600 Value Index Fund Sp Smcp600vl Etf
(IJS)
|
0.1 |
$297k |
+100%
|
3.7k |
81.28 |
|
Walt Disney Company
(DIS)
|
0.1 |
$295k |
-10%
|
1.6k |
180.65 |
|
Ishares Trust 0-5yr High Yield Corp 0-5yr Hi Yl Cp
(SHYG)
|
0.1 |
$294k |
NEW
|
6.5k |
45.31 |
|
Ishares Russell 2000 Etf Russell 2000 Etf
(IWM)
|
0.1 |
$277k |
|
1.4k |
195.48 |
|
General Dynamics Corporation
(GD)
|
0.1 |
$271k |
-15%
|
1.8k |
148.66 |
|
Broadcom
(AVGO)
|
0.1 |
$270k |
|
618.00 |
436.89 |
|
Johnson & Johnson
(JNJ)
|
0.1 |
$269k |
|
1.7k |
157.22 |
|
Netflix
(NFLX)
|
0.1 |
$267k |
+4%
|
494.00 |
540.49 |
|
Blackstone Mortgage Trust Com Cl A
(BXMT)
|
0.1 |
$265k |
-24%
|
9.6k |
27.49 |
|
Invesco Exch Traded Fd Tr Ii Pfd Etf Pfd Etf
(PGX)
|
0.1 |
$260k |
+4%
|
17k |
15.25 |
|
Select Sector Spdr Trust Technology Select Sector Usd Dis Technology
(XLK)
|
0.1 |
$257k |
|
2.0k |
129.67 |
|
Vanguard Short Term Treasury Etf Short Term Treas
(VGSH)
|
0.1 |
$254k |
+22%
|
4.1k |
61.37 |
|
Annaly Capital Management
(NLY)
|
0.1 |
$245k |
+9%
|
29k |
8.45 |
|
Ishares U S Etf Tr Blackrock St Mat Blackrock St Mat
(NEAR)
|
0.1 |
$235k |
-17%
|
4.7k |
49.99 |
|
Ishares New York Muni Bond Etf New York Mun Etf
(NYF)
|
0.1 |
$229k |
|
3.9k |
58.23 |
|
Amazon
(AMZN)
|
0.1 |
$218k |
|
67.00 |
3253.73 |
|
MFA Mortgage Investments
(MFA)
|
0.1 |
$206k |
+14%
|
53k |
3.88 |
|
Lam Research Corporation
(LRCX)
|
0.1 |
$204k |
NEW
|
434.00 |
470.05 |
|
Berkshire Hathaway Cl B New
(BRK.B)
|
0.1 |
$202k |
NEW
|
874.00 |
231.12 |
|
Tpg Re Finance Trust Inc reit
(TRTX)
|
0.1 |
$159k |
-34%
|
15k |
10.56 |
|
Direxion Shs Etf Tr Dly Dly S&p500 Br 3x
(SPXS)
|
0.0 |
$56k |
|
15k |
3.85 |