Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
15.4 |
$132M |
|
1.9M |
67.85 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
6.5 |
$56M |
|
744k |
75.11 |
Apple
(AAPL)
|
6.4 |
$55M |
|
237k |
233.00 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
3.9 |
$33M |
|
632k |
52.81 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
3.5 |
$30M |
|
732k |
41.12 |
Amazon
(AMZN)
|
2.8 |
$24M |
|
128k |
186.33 |
Alphabet Cap Stk Cl A
(GOOGL)
|
2.5 |
$21M |
|
128k |
165.85 |
Vaneck Etf Trust Mrngstr Wde Moat
(MOAT)
|
2.2 |
$19M |
|
197k |
96.95 |
Lockheed Martin Corporation
(LMT)
|
2.2 |
$19M |
|
32k |
584.56 |
Microsoft Corporation
(MSFT)
|
2.0 |
$18M |
|
41k |
430.30 |
American Tower Reit
(AMT)
|
2.0 |
$17M |
|
75k |
232.56 |
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf
(QQQM)
|
1.9 |
$17M |
|
83k |
200.85 |
Regeneron Pharmaceuticals
(REGN)
|
1.9 |
$16M |
|
16k |
1051.24 |
ResMed
(RMD)
|
1.9 |
$16M |
|
66k |
244.12 |
Exxon Mobil Corporation
(XOM)
|
1.9 |
$16M |
|
135k |
117.22 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.8 |
$15M |
|
27k |
573.77 |
Tesla Motors
(TSLA)
|
1.7 |
$14M |
|
54k |
261.63 |
Snap-on Incorporated
(SNA)
|
1.7 |
$14M |
|
49k |
289.71 |
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
1.6 |
$14M |
|
151k |
91.81 |
Adobe Systems Incorporated
(ADBE)
|
1.6 |
$13M |
|
26k |
517.78 |
Paypal Holdings
(PYPL)
|
1.6 |
$13M |
|
172k |
78.03 |
Spdr Ser Tr Portfli Intrmdit
(SPTI)
|
1.5 |
$13M |
|
439k |
29.06 |
Autodesk
(ADSK)
|
1.5 |
$13M |
|
45k |
275.48 |
Walt Disney Company
(DIS)
|
1.4 |
$12M |
|
126k |
96.19 |
Cintas Corporation
(CTAS)
|
1.4 |
$12M |
|
57k |
205.88 |
JPMorgan Chase & Co.
(JPM)
|
1.3 |
$11M |
|
51k |
210.86 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.2 |
$10M |
|
214k |
47.52 |
Schlumberger Com Stk
(SLB)
|
1.2 |
$10M |
|
240k |
41.95 |
Intuit
(INTU)
|
1.2 |
$10M |
|
16k |
621.00 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.1 |
$9.7M |
|
203k |
47.85 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
1.1 |
$9.3M |
|
319k |
29.18 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
1.1 |
$9.2M |
|
139k |
66.52 |
Vanguard World Mega Grwth Ind
(MGK)
|
1.1 |
$9.0M |
|
28k |
321.95 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.8 |
$6.7M |
|
15k |
460.26 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.8 |
$6.5M |
|
77k |
84.53 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.7 |
$6.1M |
|
13k |
488.09 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.7 |
$5.7M |
|
15k |
375.39 |
NVIDIA Corporation
(NVDA)
|
0.6 |
$5.4M |
|
44k |
121.44 |
Vanguard World Mega Cap Val Etf
(MGV)
|
0.6 |
$5.1M |
|
40k |
128.28 |
Automatic Data Processing
(ADP)
|
0.6 |
$4.8M |
|
17k |
276.73 |
Agnico
(AEM)
|
0.5 |
$4.4M |
|
55k |
80.56 |
Vaneck Etf Trust Gold Miners Etf
(GDX)
|
0.4 |
$3.7M |
|
93k |
39.82 |
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.4 |
$3.6M |
|
45k |
80.78 |
Boeing Company
(BA)
|
0.4 |
$3.5M |
|
23k |
152.04 |
Advanced Micro Devices
(AMD)
|
0.4 |
$3.5M |
|
21k |
164.08 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.4 |
$3.3M |
|
41k |
80.37 |
Kla Corp Com New
(KLAC)
|
0.4 |
$3.1M |
|
4.0k |
774.41 |
Eaton Corp SHS
(ETN)
|
0.4 |
$3.1M |
|
9.3k |
331.44 |
Invesco Exchange Traded Fd T S&p500 Eql Tec
(RSPT)
|
0.3 |
$2.7M |
|
72k |
37.70 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.3 |
$2.6M |
|
52k |
49.31 |
Stryker Corporation
(SYK)
|
0.3 |
$2.5M |
|
7.0k |
361.25 |
Abbvie
(ABBV)
|
0.3 |
$2.5M |
|
12k |
197.48 |
Meta Platforms Cl A
(META)
|
0.3 |
$2.3M |
|
4.1k |
572.46 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$2.2M |
|
13k |
167.19 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$2.1M |
|
2.4k |
886.49 |
Qualcomm
(QCOM)
|
0.2 |
$2.1M |
|
12k |
170.06 |
Johnson & Johnson
(JNJ)
|
0.2 |
$2.0M |
|
12k |
162.06 |
Lowe's Companies
(LOW)
|
0.2 |
$2.0M |
|
7.3k |
270.87 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.2 |
$1.8M |
|
4.2k |
423.12 |
Pfizer
(PFE)
|
0.2 |
$1.7M |
|
59k |
28.94 |
Broadcom
(AVGO)
|
0.2 |
$1.7M |
|
9.6k |
172.51 |
Starbucks Corporation
(SBUX)
|
0.2 |
$1.6M |
|
17k |
97.49 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$1.5M |
|
6.8k |
220.89 |
Chevron Corporation
(CVX)
|
0.2 |
$1.5M |
|
10k |
147.27 |
Lam Research Corporation
|
0.2 |
$1.5M |
|
1.8k |
815.96 |
Altair Engr Com Cl A
(ALTR)
|
0.2 |
$1.4M |
|
15k |
95.51 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$1.4M |
|
2.7k |
527.62 |
Bank of America Corporation
(BAC)
|
0.2 |
$1.4M |
|
35k |
39.68 |
Consolidated Edison
(ED)
|
0.2 |
$1.3M |
|
13k |
104.13 |
Netflix
(NFLX)
|
0.1 |
$1.3M |
|
1.8k |
709.27 |
Palo Alto Networks
(PANW)
|
0.1 |
$1.2M |
|
3.6k |
341.80 |
Merck & Co
(MRK)
|
0.1 |
$1.1M |
|
9.6k |
113.56 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.1 |
$1.0M |
|
10k |
104.18 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$1.0M |
|
8.5k |
121.15 |
Honeywell International
(HON)
|
0.1 |
$1.0M |
|
5.0k |
206.72 |
Procter & Gamble Company
(PG)
|
0.1 |
$1000k |
|
5.8k |
173.19 |
Home Depot
(HD)
|
0.1 |
$988k |
|
2.4k |
405.25 |
Vaneck Etf Trust Semiconductr Etf
(SMH)
|
0.1 |
$985k |
|
4.0k |
245.45 |
Parker-Hannifin Corporation
(PH)
|
0.1 |
$864k |
|
1.4k |
631.82 |
At&t
(T)
|
0.1 |
$862k |
|
39k |
22.00 |
Amgen
(AMGN)
|
0.1 |
$813k |
|
2.5k |
322.21 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$775k |
|
15k |
51.74 |
Cisco Systems
(CSCO)
|
0.1 |
$765k |
|
14k |
53.22 |
Nuveen Ins Ca Tx Fr Adv Mun
(NKX)
|
0.1 |
$756k |
|
56k |
13.59 |
Visa Com Cl A
(V)
|
0.1 |
$677k |
|
2.5k |
274.98 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$676k |
|
763.00 |
885.94 |
Pepsi
(PEP)
|
0.1 |
$662k |
|
3.9k |
170.05 |
Union Pacific Corporation
(UNP)
|
0.1 |
$616k |
|
2.5k |
246.48 |
CVB Financial
(CVBF)
|
0.1 |
$615k |
|
35k |
17.82 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$583k |
|
2.6k |
225.76 |
Intuitive Surgical Com New
(ISRG)
|
0.1 |
$581k |
|
1.2k |
491.27 |
Target Corporation
(TGT)
|
0.1 |
$577k |
|
3.7k |
155.87 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$577k |
|
2.0k |
283.16 |
Northrop Grumman Corporation
(NOC)
|
0.1 |
$562k |
|
1.1k |
528.29 |
Fastenal Company
(FAST)
|
0.1 |
$561k |
|
7.9k |
71.42 |
Celsius Hldgs Com New
(CELH)
|
0.1 |
$553k |
|
18k |
31.36 |
T. Rowe Price
(TROW)
|
0.1 |
$548k |
|
5.0k |
108.94 |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf
(FPE)
|
0.1 |
$543k |
|
30k |
18.10 |
Vaneck Etf Trust Preferred Securt
(PFXF)
|
0.1 |
$542k |
|
30k |
18.26 |
Emerson Electric
(EMR)
|
0.1 |
$541k |
|
4.9k |
109.37 |
Medtronic SHS
(MDT)
|
0.1 |
$523k |
|
5.8k |
90.03 |
BlackRock Floating Rate Income Strat. Fn
(FRA)
|
0.1 |
$517k |
|
39k |
13.20 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.1 |
$507k |
|
1.9k |
267.41 |
Morgan Stanley Com New
(MS)
|
0.1 |
$506k |
|
4.9k |
104.24 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$500k |
|
7.7k |
64.81 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.1 |
$496k |
|
15k |
33.23 |
Nuveen CA Dividend Advantage Muni. Fund
(NAC)
|
0.1 |
$479k |
|
40k |
11.89 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$475k |
|
2.0k |
243.06 |
Brown & Brown
(BRO)
|
0.1 |
$450k |
|
4.3k |
103.60 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.1 |
$437k |
|
758.00 |
576.67 |
Oracle Corporation
(ORCL)
|
0.1 |
$432k |
|
2.5k |
170.39 |
AmerisourceBergen
(COR)
|
0.0 |
$423k |
|
1.9k |
225.08 |
Cadeler A S Spon Adr
(CDLR)
|
0.0 |
$408k |
|
15k |
28.18 |
Verizon Communications
(VZ)
|
0.0 |
$404k |
|
9.0k |
44.91 |
Fidelity Covington Trust Msci Info Tech I
(FTEC)
|
0.0 |
$401k |
|
2.3k |
174.50 |
Pbf Energy Cl A
(PBF)
|
0.0 |
$391k |
|
13k |
30.95 |
Roper Industries
(ROP)
|
0.0 |
$376k |
|
675.00 |
556.44 |
Doubleline Opportunistic Cr
(DBL)
|
0.0 |
$366k |
|
23k |
15.82 |
New York Times Cl A
(NYT)
|
0.0 |
$360k |
|
6.5k |
55.67 |
Abbott Laboratories
(ABT)
|
0.0 |
$358k |
|
3.1k |
114.01 |
Iron Mountain
(IRM)
|
0.0 |
$357k |
|
3.0k |
118.83 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.0 |
$356k |
|
5.3k |
67.51 |
Ansys
(ANSS)
|
0.0 |
$353k |
|
1.1k |
318.63 |
Dimensional Etf Trust Us Equity Market
(DFUS)
|
0.0 |
$349k |
|
5.6k |
62.20 |
Eaton Vance Limited Duration Income Fund
(EVV)
|
0.0 |
$340k |
|
32k |
10.51 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$330k |
|
860.00 |
383.93 |
Kimberly-Clark Corporation
(KMB)
|
0.0 |
$325k |
|
2.3k |
142.28 |
CoStar
(CSGP)
|
0.0 |
$322k |
|
4.3k |
75.44 |
International Business Machines
(IBM)
|
0.0 |
$316k |
|
1.4k |
221.13 |
Nextera Energy
(NEE)
|
0.0 |
$314k |
|
3.7k |
84.53 |
Clorox Company
(CLX)
|
0.0 |
$313k |
|
1.9k |
162.93 |
Tyler Technologies
(TYL)
|
0.0 |
$311k |
|
533.00 |
583.72 |
Verisk Analytics
(VRSK)
|
0.0 |
$305k |
|
1.1k |
267.96 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.0 |
$303k |
|
2.4k |
128.22 |
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$292k |
|
7.0k |
41.77 |
Exponent
(EXPO)
|
0.0 |
$290k |
|
2.5k |
115.28 |
Etfs Gold Tr Physcl Gold Shs
(SGOL)
|
0.0 |
$286k |
|
11k |
25.13 |
Phillips 66
(PSX)
|
0.0 |
$284k |
|
2.2k |
131.45 |
Duke Energy Corp Com New
(DUK)
|
0.0 |
$277k |
|
2.4k |
115.30 |
Glaukos
(GKOS)
|
0.0 |
$274k |
|
2.1k |
130.28 |
Nuveen Equity Premium Income Fund
(BXMX)
|
0.0 |
$270k |
|
20k |
13.72 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.0 |
$269k |
|
1.6k |
173.67 |
Ge Vernova
(GEV)
|
0.0 |
$269k |
|
1.1k |
254.98 |
Crowdstrike Hldgs Cl A
(CRWD)
|
0.0 |
$267k |
|
952.00 |
280.47 |
Blackrock Calif Mun Income T Sh Ben Int
(BFZ)
|
0.0 |
$266k |
|
22k |
12.09 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.0 |
$263k |
|
4.9k |
53.72 |
Texas Instruments Incorporated
(TXN)
|
0.0 |
$262k |
|
1.3k |
206.65 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.0 |
$262k |
|
1.1k |
237.18 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.0 |
$261k |
|
1.3k |
200.78 |
Amplify Etf Tr Amplify Junior S
(SILJ)
|
0.0 |
$258k |
|
20k |
12.89 |
Vanguard Index Fds Value Etf
(VTV)
|
0.0 |
$255k |
|
1.5k |
174.57 |
General Mills
(GIS)
|
0.0 |
$250k |
|
3.4k |
73.84 |
First Tr Exchange-traded Multi Asset Di
(MDIV)
|
0.0 |
$250k |
|
15k |
16.63 |
Sprott Physical Gold Tr Unit
(PHYS)
|
0.0 |
$247k |
|
12k |
20.38 |
Proshares Tr Pshs Ultra Qqq
(QLD)
|
0.0 |
$246k |
|
2.4k |
100.70 |
Ecolab
(ECL)
|
0.0 |
$246k |
|
962.00 |
255.33 |
Goldman Sachs
(GS)
|
0.0 |
$238k |
|
481.00 |
495.17 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.0 |
$238k |
|
3.3k |
71.73 |
Ishares Tr Ishares Biotech
(IBB)
|
0.0 |
$237k |
|
1.6k |
145.60 |
Navios Maritime Partners Com Unit Lpi
(NMM)
|
0.0 |
$232k |
|
3.7k |
62.63 |
McDonald's Corporation
(MCD)
|
0.0 |
$231k |
|
760.00 |
304.54 |
Intel Corporation
(INTC)
|
0.0 |
$225k |
|
9.6k |
23.46 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.0 |
$224k |
|
4.3k |
51.50 |
Vanguard World Consum Stp Etf
(VDC)
|
0.0 |
$219k |
|
1.0k |
218.48 |
First Trust/Four Corners SFRI Fund II
(FCT)
|
0.0 |
$218k |
|
21k |
10.36 |
Commerce Bancshares
(CBSH)
|
0.0 |
$217k |
|
3.6k |
59.40 |
Wal-Mart Stores
(WMT)
|
0.0 |
$213k |
|
2.6k |
80.74 |
Micron Technology
(MU)
|
0.0 |
$209k |
|
2.0k |
103.71 |
Coca-Cola Company
(KO)
|
0.0 |
$209k |
|
2.9k |
71.88 |
Novo-nordisk A S Adr
(NVO)
|
0.0 |
$206k |
|
1.7k |
119.07 |
Shopify Cl A
(SHOP)
|
0.0 |
$205k |
|
2.6k |
80.14 |
DNP Select Income Fund
(DNP)
|
0.0 |
$175k |
|
17k |
10.04 |
Doubleline Income Solutions
(DSL)
|
0.0 |
$147k |
|
11k |
12.98 |
Sprott Physical Silver Tr Tr Unit
(PSLV)
|
0.0 |
$105k |
|
10k |
10.45 |
Castor Maritime SHS
(CTRM)
|
0.0 |
$80k |
|
19k |
4.22 |