Vanguard Index Fds Total Stk Mkt
(VTI)
|
12.2 |
$19M |
+11%
|
79k |
237.22 |
|
Okta Cl A
(OKTA)
|
7.1 |
$11M |
+14%
|
120k |
90.53 |
|
Microsoft Corporation
(MSFT)
|
6.7 |
$10M |
-10%
|
28k |
376.04 |
|
Stagwell Com Cl A
(STGW)
|
5.8 |
$8.8M |
+153%
|
1.3M |
6.63 |
|
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
4.6 |
$7.1M |
+10%
|
87k |
81.55 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
4.0 |
$6.1M |
|
15k |
409.52 |
|
Apple
(AAPL)
|
3.4 |
$5.3M |
+4%
|
28k |
192.53 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.7 |
$4.1M |
|
8.6k |
475.29 |
|
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
2.5 |
$3.9M |
+14%
|
117k |
33.25 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
2.5 |
$3.8M |
|
61k |
61.90 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
2.1 |
$3.2M |
-4%
|
8.9k |
356.66 |
|
Innovator Etfs Tr Us Eqty Buf Dec
(BDEC)
|
1.7 |
$2.7M |
+32%
|
70k |
38.25 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
1.7 |
$2.6M |
+27%
|
29k |
88.36 |
|
Ishares Tr Select Divid Etf
(DVY)
|
1.6 |
$2.5M |
|
22k |
117.22 |
|
Innovator Etfs Tr Us Eqty Bufr Feb
(BFEB)
|
1.6 |
$2.5M |
|
69k |
36.63 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
1.5 |
$2.4M |
|
28k |
85.06 |
|
Innovator Etfs Tr Us Eqt Bufr Apr
(BAPR)
|
1.5 |
$2.3M |
|
59k |
38.21 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.3 |
$2.1M |
+40%
|
8.9k |
232.63 |
|
Jpmorgan Chase & Co Alerian Ml Etn
(AMJ)
|
1.3 |
$2.0M |
-2%
|
79k |
25.36 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
1.2 |
$1.9M |
|
17k |
111.63 |
|
Vanguard World Fds Energy Etf
(VDE)
|
1.2 |
$1.8M |
|
16k |
117.28 |
|
Innovator Etfs Tr Intrnl Dev Jan
(IJAN)
|
1.2 |
$1.8M |
|
60k |
30.40 |
|
Innovator Etfs Tr Us Eqty Buf Nov
(BNOV)
|
1.2 |
$1.8M |
+99%
|
51k |
34.91 |
|
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
1.1 |
$1.7M |
|
30k |
55.90 |
|
Innovator Etfs Tr GRWT100 PWR BF
(NJAN)
|
1.1 |
$1.6M |
|
39k |
41.69 |
|
Innovator Etfs Tr Us Eqty Bufr Jan
(BJAN)
|
1.0 |
$1.5M |
+13%
|
37k |
40.86 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
1.0 |
$1.5M |
|
3.1k |
477.63 |
|
Ishares Tr Msci Intl Qualty
(IQLT)
|
0.9 |
$1.4M |
+38%
|
38k |
37.56 |
|
Ishares Tr Us Hlthcare Etf
(IYH)
|
0.9 |
$1.4M |
|
5.0k |
286.24 |
|
Innovator Etfs Tr Us Eqty Bufr Jul
(BJUL)
|
0.9 |
$1.4M |
|
37k |
37.63 |
|
Innovator Etfs Tr Us Eqty Bufr Mar
(BMAR)
|
0.9 |
$1.4M |
|
35k |
39.61 |
|
Nike CL B
(NKE)
|
0.9 |
$1.3M |
+114%
|
12k |
108.57 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.8 |
$1.3M |
|
12k |
105.23 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.8 |
$1.2M |
-41%
|
16k |
73.55 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
0.8 |
$1.2M |
-12%
|
42k |
28.64 |
|
Applied Materials
(AMAT)
|
0.8 |
$1.2M |
|
7.1k |
162.07 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.7 |
$1.0M |
-15%
|
14k |
77.02 |
|
UnitedHealth
(UNH)
|
0.7 |
$1.0M |
|
2.0k |
526.47 |
|
Advanced Micro Devices
(AMD)
|
0.6 |
$989k |
+9%
|
6.7k |
147.41 |
|
Innovator Etfs Tr Emrgng Mkt Jan
(EJAN)
|
0.6 |
$972k |
|
34k |
28.67 |
|
Meta Platforms Cl A
(META)
|
0.6 |
$966k |
NEW
|
2.7k |
353.96 |
|
Ishares Tr Ishares Biotech
(IBB)
|
0.6 |
$904k |
|
6.7k |
135.85 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.5 |
$792k |
+12%
|
19k |
41.10 |
|
Innovator Etfs Tr Us Eqty Bufr Jun
(BJUN)
|
0.5 |
$782k |
|
22k |
35.70 |
|
Amazon
(AMZN)
|
0.5 |
$762k |
+137%
|
5.0k |
151.94 |
|
Home Depot
(HD)
|
0.5 |
$731k |
+2%
|
2.1k |
346.55 |
|
Johnson & Johnson
(JNJ)
|
0.5 |
$713k |
|
4.6k |
156.74 |
|
Innovator Etfs Tr Us Eqty Buf Oct
(BOCT)
|
0.5 |
$704k |
|
18k |
38.47 |
|
Innovator Etfs Tr Us Eqty Pwr Buf
(PJAN)
|
0.4 |
$688k |
-4%
|
19k |
37.24 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.4 |
$684k |
NEW
|
9.0k |
76.13 |
|
Innovator Etfs Tr Us Eqty Buf Sep
(BSEP)
|
0.4 |
$669k |
|
18k |
36.68 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.4 |
$593k |
+150%
|
12k |
47.90 |
|
Ishares Tr Calif Mun Bd Etf
(CMF)
|
0.4 |
$579k |
|
10k |
57.94 |
|
Intel Corporation
(INTC)
|
0.4 |
$576k |
-43%
|
12k |
50.25 |
|
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.4 |
$559k |
|
7.2k |
77.73 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$557k |
+70%
|
2.6k |
213.35 |
|
Vanguard World Fds Utilities Etf
(VPU)
|
0.4 |
$552k |
+11%
|
4.0k |
137.07 |
|
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$510k |
+4%
|
3.0k |
170.10 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.3 |
$501k |
+2%
|
14k |
36.96 |
|
Agilent Technologies Inc C ommon
(A)
|
0.3 |
$491k |
|
3.5k |
139.03 |
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.3 |
$470k |
-16%
|
3.2k |
145.01 |
|
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.3 |
$462k |
|
3.4k |
136.39 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$427k |
NEW
|
3.0k |
140.92 |
|
Dimensional Etf Trust Us Large Cap Val
(DFLV)
|
0.3 |
$416k |
+37%
|
15k |
27.05 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.3 |
$415k |
+34%
|
2.3k |
179.97 |
|
Innovator Etfs Tr Us Sml Cp Pwr Et
(KAPR)
|
0.3 |
$401k |
|
14k |
29.17 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.3 |
$398k |
|
1.4k |
277.15 |
|
Walt Disney Company
(DIS)
|
0.2 |
$376k |
+7%
|
4.2k |
90.29 |
|
Innovator Etfs Tr Us Eqty Pwr Buf
(POCT)
|
0.2 |
$357k |
-8%
|
9.9k |
36.12 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.2 |
$356k |
NEW
|
6.4k |
55.67 |
|
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$350k |
|
2.8k |
124.97 |
|
NVIDIA Corporation
(NVDA)
|
0.2 |
$348k |
+52%
|
703.00 |
495.22 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.2 |
$346k |
+40%
|
6.8k |
50.58 |
|
Tesla Motors
(TSLA)
|
0.2 |
$328k |
+22%
|
1.3k |
248.48 |
|
Innovator Etfs Tr Us Eqty Pwr Buf
(PJUL)
|
0.2 |
$319k |
-9%
|
8.8k |
36.19 |
|
Innovator Etfs Tr Us Eqt Pwr Buf
(PAPR)
|
0.2 |
$314k |
-9%
|
9.6k |
32.69 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.2 |
$306k |
NEW
|
5.3k |
57.96 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.2 |
$302k |
NEW
|
1.4k |
218.15 |
|
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.2 |
$297k |
NEW
|
5.0k |
59.62 |
|
Exxon Mobil Corporation
(XOM)
|
0.2 |
$294k |
+24%
|
2.9k |
99.98 |
|
Select Sector Spdr Tr Technology
(XLK)
|
0.2 |
$290k |
|
1.5k |
192.43 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$263k |
+2%
|
1.5k |
170.40 |
|
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.2 |
$246k |
|
2.1k |
117.13 |
|
Select Sector Spdr Tr Sbi Cons Stpls
(XLP)
|
0.2 |
$245k |
|
3.4k |
72.04 |
|
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.2 |
$240k |
|
2.5k |
96.85 |
|
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.2 |
$238k |
-16%
|
1.5k |
155.33 |
|
Bank of America Corporation
(BAC)
|
0.2 |
$237k |
NEW
|
7.0k |
33.67 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$215k |
NEW
|
691.00 |
310.88 |
|
salesforce
(CRM)
|
0.1 |
$214k |
-23%
|
814.00 |
263.14 |
|
Manitex International
(MNTX)
|
0.0 |
$63k |
NEW
|
10k |
6.33 |
|