Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
10.4 |
$15M |
|
192k |
76.13 |
|
Spdr Ser Tr S&P 600 SMCP GRW
(SLYG)
|
6.0 |
$8.5M |
|
102k |
83.63 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
5.9 |
$8.3M |
+2%
|
49k |
170.40 |
|
Apple
(AAPL)
|
5.5 |
$7.7M |
-3%
|
40k |
192.53 |
|
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
3.8 |
$5.3M |
+2%
|
64k |
83.31 |
|
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
3.6 |
$5.1M |
-23%
|
106k |
47.79 |
|
Ishares Gold Tr Ishares New
(IAU)
|
3.6 |
$5.0M |
|
128k |
39.03 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
3.4 |
$4.8M |
-2%
|
99k |
48.45 |
|
Ishares Tr Conv Bd Etf
(ICVT)
|
3.4 |
$4.7M |
-9%
|
60k |
78.59 |
|
Strategy Ns 7handl Idx
(HNDL)
|
3.3 |
$4.6M |
+40%
|
222k |
20.68 |
|
Ishares Tr Pfd And Incm Sec
(PFF)
|
3.2 |
$4.5M |
-12%
|
143k |
31.19 |
|
Wisdomtree Tr Us Smallcap Divd
(DES)
|
2.6 |
$3.7M |
+2%
|
116k |
32.17 |
|
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
2.6 |
$3.6M |
+21%
|
75k |
48.38 |
|
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
2.2 |
$3.2M |
+55%
|
276k |
11.47 |
|
Ishares Tr National Mun Etf
(MUB)
|
2.2 |
$3.1M |
+16%
|
29k |
108.41 |
|
Spdr Index Shs Fds S&p Intl Etf
(DWX)
|
2.1 |
$3.0M |
-4%
|
85k |
35.55 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
1.7 |
$2.4M |
+3%
|
64k |
36.96 |
|
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.6 |
$2.3M |
-2%
|
49k |
46.62 |
|
Microsoft Corporation
(MSFT)
|
1.4 |
$2.0M |
-3%
|
5.4k |
376.03 |
|
Vanguard Wellington Short Trm Tax Ex
(VTES)
|
1.4 |
$2.0M |
NEW
|
20k |
101.41 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
1.4 |
$1.9M |
|
37k |
52.20 |
|
Vaneck Etf Trust Shrt Hgh Yld Mun
(SHYD)
|
1.3 |
$1.8M |
-7%
|
82k |
22.13 |
|
Nuveen Floating Rate Income Fund
(JFR)
|
1.2 |
$1.7M |
|
211k |
8.22 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
1.2 |
$1.7M |
+9%
|
69k |
24.79 |
|
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
1.2 |
$1.6M |
|
33k |
50.62 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
1.1 |
$1.6M |
|
6.6k |
241.79 |
|
Graniteshares Gold Tr Shs Ben Int
(BAR)
|
1.1 |
$1.6M |
+5%
|
77k |
20.39 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
1.1 |
$1.5M |
-2%
|
19k |
82.96 |
|
Wisdomtree Tr Emer Mkt High Fd
(DEM)
|
1.1 |
$1.5M |
+4%
|
37k |
40.68 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.8 |
$1.1M |
+30%
|
2.6k |
409.46 |
|
NVIDIA Corporation
(NVDA)
|
0.8 |
$1.1M |
-5%
|
2.2k |
495.27 |
|
Invesco Exch Traded Fd Tr Ii Var Rate Pfd
(VRP)
|
0.7 |
$983k |
-31%
|
43k |
23.08 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.7 |
$971k |
-6%
|
8.7k |
111.63 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.7 |
$969k |
-3%
|
3.7k |
262.25 |
|
Cummins
(CMI)
|
0.7 |
$962k |
-2%
|
4.0k |
239.59 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.7 |
$949k |
|
6.7k |
140.93 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.7 |
$943k |
+6%
|
8.9k |
105.43 |
|
Spdr Ser Tr Bbg Conv Sec Etf
(CWB)
|
0.6 |
$900k |
NEW
|
13k |
72.15 |
|
International Business Machines
(IBM)
|
0.6 |
$883k |
-5%
|
5.4k |
163.54 |
|
BlackRock Floating Rate Income Strat. Fn
(FRA)
|
0.6 |
$865k |
+12%
|
68k |
12.66 |
|
Ishares Tr New York Mun Etf
(NYF)
|
0.6 |
$862k |
+52%
|
16k |
54.09 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.6 |
$832k |
|
18k |
47.24 |
|
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.6 |
$804k |
+20%
|
39k |
20.71 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.5 |
$736k |
-2%
|
6.3k |
117.23 |
|
Broadcom
(AVGO)
|
0.5 |
$719k |
|
644.00 |
1115.61 |
|
Medtronic SHS
(MDT)
|
0.5 |
$688k |
|
8.4k |
82.38 |
|
Waste Management
(WM)
|
0.4 |
$591k |
-4%
|
3.3k |
179.08 |
|
Matthews Asia Fds Emerging Markets
(MEMX)
|
0.4 |
$580k |
NEW
|
21k |
27.74 |
|
Invesco Exch Trd Slf Idx Bulshs 2024 Cb
(BSCO)
|
0.4 |
$565k |
+143%
|
27k |
20.88 |
|
Ishares Tr Ibonds Dec 25
(IBMN)
|
0.4 |
$562k |
|
21k |
26.55 |
|
Chevron Corporation
(CVX)
|
0.4 |
$553k |
-4%
|
3.7k |
149.14 |
|
Wal-Mart Stores
(WMT)
|
0.4 |
$508k |
-7%
|
3.2k |
157.67 |
|
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.4 |
$495k |
+13%
|
7.8k |
63.33 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$484k |
-9%
|
3.5k |
139.69 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.3 |
$457k |
+2%
|
8.2k |
55.67 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$452k |
-9%
|
1.3k |
356.66 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.3 |
$441k |
-5%
|
6.3k |
70.11 |
|
United Parcel Service CL B
(UPS)
|
0.3 |
$404k |
-3%
|
2.6k |
157.24 |
|
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.3 |
$384k |
|
10k |
37.22 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.3 |
$369k |
-2%
|
4.5k |
81.27 |
|
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun
(PZT)
|
0.3 |
$364k |
|
16k |
23.12 |
|
Schwab Strategic Tr Mun Bd Etf
(SCMB)
|
0.3 |
$361k |
NEW
|
6.9k |
52.61 |
|
Spdr Ser Tr Bloomberg Sht Te
(SJNK)
|
0.3 |
$354k |
NEW
|
14k |
25.14 |
|
Invesco Exch Trd Slf Idx Bulshs 2027 Cb
(BSCR)
|
0.2 |
$344k |
NEW
|
18k |
19.45 |
|
Ishares Tr Ibonds Dec 27
(IBMP)
|
0.2 |
$335k |
+19%
|
13k |
25.42 |
|
Ishares Tr Ibonds Dec2026
(IBDR)
|
0.2 |
$335k |
+46%
|
14k |
23.90 |
|
Ishares Tr Ibonds Dec 26
(IBMO)
|
0.2 |
$310k |
+17%
|
12k |
25.51 |
|
McKesson Corporation
(MCK)
|
0.2 |
$303k |
|
655.00 |
462.87 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$297k |
|
1.5k |
200.72 |
|
Nextera Energy
(NEE)
|
0.2 |
$295k |
-23%
|
4.9k |
60.74 |
|
Hologic
(HOLX)
|
0.2 |
$285k |
-37%
|
4.0k |
71.45 |
|
Invesco Exch Trd Slf Idx Bulshs 2025 Cb
(BSCP)
|
0.2 |
$284k |
+7%
|
14k |
20.45 |
|
Invesco Exch Trd Slf Idx Invsco Blsh 28
(BSCS)
|
0.2 |
$279k |
+5%
|
14k |
20.28 |
|
Ford Motor Company
(F)
|
0.2 |
$250k |
-2%
|
21k |
12.19 |
|
Listed Fd Tr Overlay
(OVLH)
|
0.2 |
$244k |
|
8.5k |
28.91 |
|
Amgen
(AMGN)
|
0.2 |
$233k |
-8%
|
809.00 |
287.94 |
|
Intuitive Surgical Com New
(ISRG)
|
0.2 |
$230k |
NEW
|
681.00 |
337.36 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.2 |
$226k |
NEW
|
2.7k |
85.08 |
|
Ishares Tr Esg Aware Msci
(ESML)
|
0.1 |
$202k |
NEW
|
5.3k |
38.01 |
|
Arbutus Biopharma
(ABUS)
|
0.0 |
$50k |
|
20k |
2.50 |
|