|
Ishares Tr Core S&p500 Etf
(IVV)
|
13.3 |
$73M |
|
160k |
453.69 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
4.0 |
$22M |
|
49k |
451.63 |
|
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd
(BAB)
|
3.3 |
$18M |
-14%
|
605k |
29.67 |
|
Ishares Tr Cmbs Etf
(CMBS)
|
3.1 |
$17M |
+3%
|
337k |
49.85 |
|
Ishares Core Msci Emkt
(IEMG)
|
3.1 |
$17M |
+3%
|
302k |
55.55 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
2.9 |
$16M |
|
156k |
100.94 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
2.6 |
$14M |
-2%
|
182k |
78.09 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
2.4 |
$13M |
|
53k |
250.07 |
|
J P Morgan Exchange-traded F Short Dura Core
(JSCP)
|
2.1 |
$11M |
-14%
|
239k |
47.80 |
|
Ishares Tr Core S&p Us Vlu
(IUSV)
|
1.9 |
$10M |
+6%
|
135k |
75.87 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.9 |
$10M |
-4%
|
146k |
69.51 |
|
Apple
(AAPL)
|
1.8 |
$9.9M |
-3%
|
57k |
174.62 |
|
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
1.6 |
$8.6M |
+8%
|
273k |
31.52 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.5 |
$8.1M |
+9%
|
176k |
46.13 |
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|
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.4 |
$7.9M |
|
73k |
107.88 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
1.4 |
$7.4M |
+109%
|
138k |
53.85 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.3 |
$7.3M |
|
32k |
227.66 |
|
Vanguard Index Fds Value Etf
(VTV)
|
1.3 |
$7.0M |
+3%
|
47k |
147.77 |
|
Wisdomtree Tr Emg Mkts Smcap
(DGS)
|
1.3 |
$6.9M |
+11%
|
129k |
53.30 |
|
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
1.2 |
$6.7M |
|
140k |
48.03 |
|
Ishares Tr Mbs Etf
(MBB)
|
1.2 |
$6.6M |
-57%
|
65k |
101.87 |
|
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
1.2 |
$6.5M |
+4%
|
52k |
123.88 |
|
Ishares Tr National Mun Etf
(MUB)
|
1.2 |
$6.3M |
|
58k |
109.64 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.2 |
$6.3M |
|
18k |
352.93 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.1 |
$6.3M |
|
36k |
175.95 |
|
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
1.0 |
$5.7M |
|
150k |
37.97 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
1.0 |
$5.7M |
|
36k |
155.72 |
|
Vaneck Etf Trust Shrt Hgh Yld Mun
(SHYD)
|
1.0 |
$5.5M |
-12%
|
236k |
23.26 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.9 |
$5.1M |
|
76k |
66.57 |
|
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.9 |
$5.0M |
+6%
|
129k |
38.64 |
|
Dimensional Etf Trust Short Duration F
(DFSD)
|
0.9 |
$4.9M |
NEW
|
102k |
47.89 |
|
Invesco Exch Traded Fd Tr Ii Natl Amt Muni
(PZA)
|
0.8 |
$4.6M |
+107%
|
185k |
24.93 |
|
Morgan Stanley Emerging Markets Domestic
(EDD)
|
0.8 |
$4.5M |
+99%
|
898k |
4.99 |
|
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
0.8 |
$4.5M |
+148%
|
58k |
77.10 |
|
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.8 |
$4.4M |
|
13k |
346.85 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.8 |
$4.1M |
+784%
|
83k |
49.54 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
0.7 |
$3.8M |
NEW
|
38k |
100.04 |
|
Nuveen Select Tax-free Incom Sh Ben Int
(NXP)
|
0.7 |
$3.6M |
+1337%
|
248k |
14.43 |
|
Spdr Ser Tr Nuveen Bloomberg
(HYMB)
|
0.6 |
$3.5M |
+129%
|
63k |
55.15 |
|
Nuveen Muni Value Fund
(NUV)
|
0.6 |
$3.5M |
+3576%
|
360k |
9.58 |
|
Nuveen Mun Value Fd 2
(NUW)
|
0.6 |
$3.4M |
+131%
|
233k |
14.76 |
|
Nuveen NY Municipal Value
(NNY)
|
0.6 |
$3.2M |
+17%
|
359k |
9.02 |
|
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.6 |
$3.2M |
|
32k |
102.40 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.6 |
$3.1M |
+12396%
|
53k |
59.25 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.6 |
$3.1M |
+3%
|
53k |
57.59 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.6 |
$3.0M |
+226%
|
64k |
47.37 |
|
Ishares Tr 0-5yr Invt Gr Cp
(SLQD)
|
0.5 |
$2.9M |
+228%
|
59k |
49.35 |
|
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
0.5 |
$2.9M |
+6%
|
35k |
83.32 |
|
Microsoft Corporation
(MSFT)
|
0.5 |
$2.9M |
-19%
|
9.3k |
308.25 |
|
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun
(PZT)
|
0.5 |
$2.7M |
+66%
|
111k |
23.89 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.5 |
$2.6M |
+4%
|
70k |
36.72 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.4 |
$2.4M |
-3%
|
24k |
101.30 |
|
Spdr Index Shs Fds S&p Emktsc Etf
(EWX)
|
0.4 |
$2.3M |
-5%
|
41k |
56.68 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$2.3M |
|
11k |
212.54 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.4 |
$2.3M |
+136%
|
27k |
86.06 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.4 |
$2.2M |
+10%
|
31k |
71.39 |
|
Nuveen Ins Ny Tx Fr Adv Mun
(NRK)
|
0.4 |
$2.2M |
-7%
|
181k |
12.14 |
|
Progressive Corporation
(PGR)
|
0.4 |
$2.1M |
+490%
|
18k |
113.99 |
|
Vaneck Etf Trust High Yld Munietf
(HYD)
|
0.4 |
$2.0M |
+2%
|
36k |
57.39 |
|
Nuveen California Muni Vlu F Com Stk
(NCA)
|
0.4 |
$2.0M |
+25%
|
221k |
9.16 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
0.4 |
$2.0M |
+14%
|
72k |
28.15 |
|
Nuveen N Y Select Tax Free I Sh Ben Int
(NXN)
|
0.4 |
$2.0M |
+4%
|
161k |
12.38 |
|
J P Morgan Exchange-traded F Ultra Sht Muncpl
(JMST)
|
0.4 |
$2.0M |
-67%
|
39k |
50.63 |
|
J P Morgan Exchange-traded F Ultra Shrt Inc
(JPST)
|
0.4 |
$2.0M |
-18%
|
39k |
50.27 |
|
American Centy Etf Tr Emerging Mkt Val
(AVES)
|
0.4 |
$1.9M |
+72%
|
39k |
49.05 |
|
Home Depot
(HD)
|
0.3 |
$1.7M |
-14%
|
5.7k |
299.39 |
|
Invesco Van Kampen Trust for IGNYM Fund
(VTN)
|
0.3 |
$1.7M |
-8%
|
146k |
11.59 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.3 |
$1.7M |
+6473%
|
26k |
62.90 |
|
American Centy Etf Tr International Lr
(AVIV)
|
0.3 |
$1.6M |
+113%
|
32k |
50.16 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.3 |
$1.6M |
-37%
|
57k |
27.76 |
|
Spdr Ser Tr Nuveen Blmbrg Mu
(TFI)
|
0.3 |
$1.6M |
+193%
|
33k |
47.89 |
|
Ishares Tr S&p 100 Etf
(OEF)
|
0.3 |
$1.5M |
|
7.3k |
208.55 |
|
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.3 |
$1.5M |
+53%
|
44k |
34.29 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.3 |
$1.5M |
+173%
|
28k |
53.40 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.3 |
$1.4M |
-2%
|
20k |
73.61 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.3 |
$1.4M |
+7%
|
7.0k |
205.33 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.3 |
$1.4M |
+14%
|
51k |
27.57 |
|
Costco Wholesale Corporation
(COST)
|
0.3 |
$1.4M |
-3%
|
2.4k |
575.74 |
|
Nuveen Ny Divid Advntg Mun F
(NAN)
|
0.2 |
$1.3M |
-2%
|
107k |
12.57 |
|
Ishares Jp Morgan Em Etf
(LEMB)
|
0.2 |
$1.3M |
-56%
|
35k |
36.90 |
|
Schwab Strategic Tr Intrm Trm Tres
(SCHR)
|
0.2 |
$1.3M |
-15%
|
24k |
53.26 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.2 |
$1.3M |
-3%
|
19k |
66.32 |
|
Ishares Msci Emerg Mrkt
(EEMV)
|
0.2 |
$1.2M |
-8%
|
20k |
61.03 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$1.2M |
+14%
|
24k |
51.53 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.2 |
$1.2M |
+31%
|
5.9k |
208.42 |
|
Spdr Ser Tr Bloomberg Emergi
(EBND)
|
0.2 |
$1.2M |
-19%
|
54k |
22.73 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$1.2M |
|
27k |
45.15 |
|
Wisdomtree Tr Intl Smcap Div
(DLS)
|
0.2 |
$1.2M |
|
18k |
68.61 |
|
Vaneck Etf Trust Long Muni Etf
(MLN)
|
0.2 |
$1.2M |
+14%
|
60k |
19.40 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
0.2 |
$1.1M |
+519%
|
43k |
26.24 |
|
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
0.2 |
$1.1M |
|
44k |
24.96 |
|
Tesla Motors
(TSLA)
|
0.2 |
$1.1M |
|
1.0k |
1077.38 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.2 |
$1.1M |
+9%
|
18k |
59.74 |
|
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
0.2 |
$988k |
|
9.4k |
104.94 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.2 |
$952k |
+56%
|
12k |
81.04 |
|
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
0.2 |
$857k |
+22%
|
11k |
79.88 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$849k |
-3%
|
2.0k |
415.36 |
|
Bath & Body Works In
(BBWI)
|
0.1 |
$796k |
+70%
|
17k |
47.83 |
|
American Centy Etf Tr Intl Smcp Vlu
(AVDV)
|
0.1 |
$795k |
+3%
|
13k |
62.58 |
|
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.1 |
$769k |
|
16k |
49.02 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$734k |
+20%
|
2.0k |
362.65 |
|
Western Asset Municipal Hgh Incm Fnd
(MHF)
|
0.1 |
$698k |
NEW
|
99k |
7.04 |
|
Invesco Van Kampen Bond Fund
(VBF)
|
0.1 |
$689k |
+9265%
|
39k |
17.52 |
|
Union Pacific Corporation
(UNP)
|
0.1 |
$686k |
|
2.5k |
273.09 |
|
Ishares Tr Gl Timb Fore Etf
(WOOD)
|
0.1 |
$672k |
|
7.5k |
89.31 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$647k |
|
2.4k |
268.24 |
|
Amazon
(AMZN)
|
0.1 |
$645k |
|
198.00 |
3257.58 |
|
DNP Select Income Fund
(DNP)
|
0.1 |
$634k |
|
54k |
11.82 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.1 |
$621k |
|
10k |
60.69 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$612k |
|
2.2k |
277.80 |
|
Ishares Tr Micro-cap Etf
(IWC)
|
0.1 |
$588k |
|
4.6k |
128.92 |
|
Johnson & Johnson
(JNJ)
|
0.1 |
$585k |
+11%
|
3.3k |
177.22 |
|
Pimco Etf Tr Inter Mun Bd Act
(MUNI)
|
0.1 |
$572k |
-29%
|
11k |
52.96 |
|
Pimco Etf Tr Muni Income Opp
(MINO)
|
0.1 |
$568k |
+2965%
|
12k |
46.33 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.1 |
$567k |
+2%
|
204.00 |
2779.41 |
|
American Centy Etf Tr Avantis Core Fi
(AVIG)
|
0.1 |
$567k |
+2%
|
13k |
45.36 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$567k |
-2%
|
203.00 |
2793.10 |
|
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.1 |
$544k |
NEW
|
5.4k |
101.30 |
|
American Centy Etf Tr Intl Eqt Etf
(AVDE)
|
0.1 |
$513k |
+117%
|
8.5k |
60.35 |
|
Pepsi
(PEP)
|
0.1 |
$508k |
|
3.0k |
167.33 |
|
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.1 |
$491k |
+77%
|
20k |
24.89 |
|
Heico Corp Cl A
(HEI.A)
|
0.1 |
$480k |
+11%
|
3.8k |
126.85 |
|
Goldman Sachs
(GS)
|
0.1 |
$477k |
+1134%
|
1.4k |
330.33 |
|
Dimensional Etf Trust Internatnal Val
(DFIV)
|
0.1 |
$464k |
NEW
|
14k |
33.45 |
|
Ssga Active Etf Tr Spdr Tr Tactic
(TOTL)
|
0.1 |
$453k |
-6%
|
10k |
44.81 |
|
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$452k |
+25%
|
3.3k |
136.27 |
|
Nuveen Int Dur Qual Mun Trm
(NIQ)
|
0.1 |
$447k |
-7%
|
33k |
13.56 |
|
Nuveen Intermediate
(NID)
|
0.1 |
$432k |
-16%
|
31k |
13.85 |
|
T. Rowe Price
(TROW)
|
0.1 |
$426k |
|
2.8k |
151.12 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$412k |
|
2.5k |
165.93 |
|
American Centy Etf Tr Core Muni Fxd In
(AVMU)
|
0.1 |
$405k |
+67%
|
8.6k |
46.85 |
|
Spdr Index Shs Fds Msci Emr Mkt Etf
(EEMX)
|
0.1 |
$401k |
|
5.9k |
68.38 |
|
Fidelity Covington Trust Msci Rl Est Etf
(FREL)
|
0.1 |
$400k |
|
12k |
32.37 |
|
Blackrock Calif Mun Income T Sh Ben Int
(BFZ)
|
0.1 |
$391k |
|
32k |
12.29 |
|
Ssga Active Etf Tr Blackstone Senr
(SRLN)
|
0.1 |
$382k |
-15%
|
8.5k |
44.91 |
|
Stem
(STEM)
|
0.1 |
$362k |
-23%
|
33k |
11.03 |
|
Chevron Corporation
(CVX)
|
0.1 |
$359k |
+46%
|
2.2k |
162.74 |
|
Zoetis Cl A
(ZTS)
|
0.1 |
$353k |
-8%
|
1.9k |
188.90 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$347k |
|
1.0k |
336.89 |
|
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.1 |
$347k |
+75%
|
7.3k |
47.28 |
|
Walt Disney Company
(DIS)
|
0.1 |
$341k |
+16%
|
2.5k |
137.06 |
|
Colgate-Palmolive Company
(CL)
|
0.1 |
$326k |
|
4.3k |
75.81 |
|
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.1 |
$311k |
+119%
|
5.4k |
57.15 |
|
American Centy Etf Tr Avantis Emgmkt
(AVEM)
|
0.1 |
$303k |
-65%
|
5.1k |
59.26 |
|
Discover Financial Services
(DFS)
|
0.1 |
$292k |
NEW
|
2.7k |
110.11 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.1 |
$288k |
+150%
|
2.7k |
108.31 |
|
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.1 |
$278k |
-2%
|
5.3k |
52.35 |
|
Aberdeen Asia-Pacific Income Fund
(FAX)
|
0.1 |
$275k |
+118%
|
81k |
3.38 |
|
Western Asset Income Fund
(PAI)
|
0.1 |
$274k |
NEW
|
20k |
13.65 |
|
Invesco Actively Managed Etf Var Rate Invt
(VRIG)
|
0.1 |
$274k |
-29%
|
11k |
24.94 |
|
Dimensional Etf Trust Core Fixed Incom
(DFCF)
|
0.0 |
$270k |
NEW
|
5.8k |
46.48 |
|
Ishares Tr New York Mun Etf
(NYF)
|
0.0 |
$269k |
-33%
|
4.9k |
54.50 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.0 |
$268k |
|
1.7k |
157.65 |
|
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.0 |
$265k |
|
3.4k |
77.94 |
|
Merck & Co
(MRK)
|
0.0 |
$263k |
|
3.2k |
82.03 |
|
American Express Company
(AXP)
|
0.0 |
$263k |
|
1.4k |
187.19 |
|
Meta Platforms Cl A
(FB)
|
0.0 |
$262k |
|
1.2k |
222.60 |
|
Exxon Mobil Corporation
(XOM)
|
0.0 |
$254k |
-5%
|
3.1k |
82.49 |
|
Delta Air Lines Inc Del Com New
(DAL)
|
0.0 |
$250k |
-7%
|
6.3k |
39.55 |
|
Nuveen Div. Advantage Muni. Fund
(NAD)
|
0.0 |
$242k |
-13%
|
18k |
13.36 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.0 |
$241k |
NEW
|
3.1k |
78.04 |
|
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.0 |
$240k |
+5245%
|
3.3k |
73.60 |
|
International Business Machines
(IBM)
|
0.0 |
$239k |
|
1.8k |
130.17 |
|
Victorias Secret And Common Stock
(VSCO)
|
0.0 |
$237k |
+69%
|
4.6k |
51.33 |
|
Nuveen Nj Div Advantage Mun
(NXJ)
|
0.0 |
$235k |
+4%
|
18k |
13.41 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$234k |
-4%
|
3.1k |
76.27 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.0 |
$234k |
|
1.4k |
162.50 |
|
Western Asst High Incm Opprtnty Fnd
(HIO)
|
0.0 |
$232k |
+2290%
|
52k |
4.47 |
|
Procter & Gamble Company
(PG)
|
0.0 |
$226k |
+12%
|
1.5k |
152.50 |
|
Kinder Morgan
(KMI)
|
0.0 |
$222k |
-11%
|
12k |
18.94 |
|
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.0 |
$217k |
-6%
|
3.9k |
56.07 |
|
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$217k |
-6%
|
4.6k |
46.92 |
|
Mondelez Intl Cl A
(MDLZ)
|
0.0 |
$215k |
-17%
|
3.4k |
62.85 |
|
Gartner
(IT)
|
0.0 |
$214k |
|
721.00 |
296.81 |
|
Empire St Rlty Op Unit Ltd Prtnsp
(ESBA)
|
0.0 |
$211k |
|
22k |
9.77 |
|
Alliant Energy Corporation
(LNT)
|
0.0 |
$210k |
-19%
|
3.4k |
62.50 |
|
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.0 |
$205k |
-64%
|
1.7k |
122.02 |
|
Ishares Esg Awr Msci Em
(ESGE)
|
0.0 |
$204k |
+44%
|
5.6k |
36.70 |
|
Pfizer
(PFE)
|
0.0 |
$203k |
+2%
|
3.9k |
51.72 |
|
McDonald's Corporation
(MCD)
|
0.0 |
$201k |
-9%
|
813.00 |
247.23 |
|
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.0 |
$200k |
-15%
|
3.9k |
51.92 |
|
Nuveen Municipal Credit Com Sh Ben Int
(NZF)
|
0.0 |
$200k |
-20%
|
14k |
14.58 |
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
0.0 |
$198k |
-79%
|
4.0k |
49.97 |
|
Spdr Ser Tr Spdr S&p 500 Etf
(SPYX)
|
0.0 |
$196k |
-4%
|
1.8k |
111.05 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$189k |
|
658.00 |
287.23 |
|
Cisco Systems
(CSCO)
|
0.0 |
$188k |
|
3.4k |
55.89 |
|
Delaware Invts Natl Mun Inco Sh Ben Int
(VFL)
|
0.0 |
$187k |
|
15k |
12.66 |
|
At&t
(T)
|
0.0 |
$186k |
-7%
|
7.9k |
23.67 |
|
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.0 |
$185k |
+266%
|
2.2k |
83.33 |
|
Amphenol Corp Cl A
(APH)
|
0.0 |
$179k |
|
2.4k |
75.34 |
|
Vanguard World Fds Utilities Etf
(VPU)
|
0.0 |
$178k |
+10%
|
1.1k |
161.82 |
|
Fidelity Covington Trust Msci Matls Index
(FMAT)
|
0.0 |
$175k |
|
3.5k |
49.62 |
|
Western Asset Intm Muni Fd I
(SBI)
|
0.0 |
$169k |
|
20k |
8.61 |
|
Relmada Therapeutics
(RLMD)
|
0.0 |
$164k |
-8%
|
6.1k |
26.97 |
|
CVS Caremark Corporation
(CVS)
|
0.0 |
$163k |
+6%
|
1.6k |
101.12 |
|
Ishares Tr Hdg Msci Eafe
(HEFA)
|
0.0 |
$162k |
|
4.8k |
33.98 |
|
Verizon Communications
(VZ)
|
0.0 |
$161k |
-8%
|
3.2k |
51.08 |
|
S&p Global
(SPGI)
|
0.0 |
$159k |
+66%
|
388.00 |
409.79 |
|
Visa Com Cl A
(V)
|
0.0 |
$159k |
-79%
|
715.00 |
222.38 |
|
Ishares Tr Russell 3000 Etf
(IWV)
|
0.0 |
$154k |
|
587.00 |
262.35 |
|
Ishares Em Mkt Sm-cp Etf
(EEMS)
|
0.0 |
$151k |
+4%
|
2.6k |
57.00 |
|
Ss&c Technologies Holding
(SSNC)
|
0.0 |
$150k |
NEW
|
2.0k |
75.00 |
|
Air Products & Chemicals
(APD)
|
0.0 |
$150k |
+71%
|
602.00 |
249.17 |
|
Raytheon Technologies Corp
(RTX)
|
0.0 |
$149k |
-2%
|
1.5k |
98.87 |
|
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.0 |
$147k |
|
885.00 |
166.10 |
|
Travelers Companies
(TRV)
|
0.0 |
$145k |
|
795.00 |
182.39 |
|
Bristol Myers Squibb
(BMY)
|
0.0 |
$141k |
+6%
|
1.9k |
72.83 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.0 |
$141k |
|
1.1k |
128.42 |
|
Blackrock Mun Target Term Tr Com Shs Ben In
(BTT)
|
0.0 |
$135k |
|
5.7k |
23.68 |
|
Texas Instruments Incorporated
(TXN)
|
0.0 |
$133k |
|
726.00 |
183.20 |
|
DTE Energy Company
(DTE)
|
0.0 |
$131k |
|
988.00 |
132.59 |
|
Ishares Tr Gnma Bond Etf
(GNMA)
|
0.0 |
$131k |
-46%
|
2.7k |
47.72 |
|
Ross Stores
(ROST)
|
0.0 |
$130k |
|
1.4k |
90.40 |
|
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.0 |
$129k |
|
3.1k |
42.01 |
|
Moderna
(MRNA)
|
0.0 |
$129k |
+341%
|
750.00 |
172.00 |
|
Yum! Brands
(YUM)
|
0.0 |
$124k |
|
1.1k |
118.10 |
|
Abbott Laboratories
(ABT)
|
0.0 |
$123k |
+6%
|
1.0k |
118.38 |
|
Church & Dwight
(CHD)
|
0.0 |
$120k |
|
1.2k |
99.50 |
|
3M Company
(MMM)
|
0.0 |
$120k |
-5%
|
807.00 |
148.70 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.0 |
$113k |
|
1.4k |
79.47 |
|
American Centy Etf Tr Us Large Cap Vlu
(AVLV)
|
0.0 |
$113k |
+70%
|
2.1k |
54.20 |
|
Lennar Corp Cl A
(LEN)
|
0.0 |
$110k |
+28%
|
1.4k |
80.94 |
|
Nextera Energy
(NEE)
|
0.0 |
$109k |
|
1.3k |
84.56 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.0 |
$108k |
+83%
|
220.00 |
490.91 |
|
BlackRock MuniYield New York Insured Fnd
(MYN)
|
0.0 |
$107k |
-57%
|
8.8k |
12.11 |
|
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.0 |
$105k |
-15%
|
818.00 |
128.36 |
|
BlackRock
(BLK)
|
0.0 |
$104k |
|
136.00 |
764.71 |
|
PNM Resources
(PNM)
|
0.0 |
$102k |
|
2.1k |
47.80 |
|
Abbvie
(ABBV)
|
0.0 |
$100k |
+37%
|
614.00 |
162.87 |
|
Nuveen Mtg opportunity term
(JLS)
|
0.0 |
$100k |
NEW
|
5.5k |
18.18 |
|
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.0 |
$99k |
|
1.3k |
74.38 |
|
Mueller Industries
(MLI)
|
0.0 |
$99k |
|
1.8k |
54.43 |
|
Nuveen CA Dividend Advantage Muni. Fund
(NAC)
|
0.0 |
$98k |
-30%
|
7.5k |
13.07 |
|
Diageo Spon Adr New
(DEO)
|
0.0 |
$97k |
|
479.00 |
202.51 |
|
Shopify Cl A
(SHOP)
|
0.0 |
$95k |
|
140.00 |
678.57 |
|
Doma Holdings Common Stock
(DOMA)
|
0.0 |
$93k |
|
43k |
2.16 |
|
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.0 |
$91k |
|
1.7k |
53.06 |
|
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$89k |
|
550.00 |
161.82 |
|
Stanley Black & Decker
(SWK)
|
0.0 |
$89k |
|
637.00 |
139.72 |
|
Analog Devices
(ADI)
|
0.0 |
$88k |
|
531.00 |
165.72 |
|
Biontech Se Sponsored Ads
(BNTX)
|
0.0 |
$85k |
NEW
|
500.00 |
170.00 |
|
Becton, Dickinson and
(BDX)
|
0.0 |
$85k |
+9%
|
321.00 |
264.80 |
|
Regeneron Pharmaceuticals
(REGN)
|
0.0 |
$84k |
|
120.00 |
700.00 |
|
Washington Real Estate Invt Sh Ben Int
(WRE)
|
0.0 |
$83k |
|
3.3k |
25.54 |
|
Ishares Tr Cre U S Reit Etf
(USRT)
|
0.0 |
$83k |
|
1.3k |
64.84 |
|
Vanguard Scottsdale Fds Vng Rus1000grw
(VONG)
|
0.0 |
$82k |
|
1.2k |
70.93 |
|
Norfolk Southern
(NSC)
|
0.0 |
$82k |
-7%
|
289.00 |
283.74 |
|
Invesco Exchange Traded Fd T Dwa Momentum
(PDP)
|
0.0 |
$81k |
|
1.0k |
81.00 |
|
Amgen
(AMGN)
|
0.0 |
$81k |
|
333.00 |
243.24 |
|
Stryker Corporation
(SYK)
|
0.0 |
$80k |
NEW
|
300.00 |
266.67 |