Ishares Msci Gbl Min Vol
(ACWV)
|
16.3 |
$255M |
|
2.6M |
98.65 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
11.7 |
$183M |
|
1.1M |
165.58 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
9.9 |
$155M |
|
2.2M |
68.90 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
5.5 |
$86M |
|
588k |
147.10 |
Ishares Core Msci Emkt
(IEMG)
|
4.0 |
$63M |
|
976k |
64.37 |
Bill Com Holdings Ord
(BILL)
|
3.7 |
$59M |
|
403k |
145.50 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
3.4 |
$54M |
|
148k |
364.25 |
Ishares Tr Eafe Value Etf
(EFV)
|
3.3 |
$52M |
|
1.0M |
50.97 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
2.8 |
$44M |
|
523k |
84.74 |
Ishares Tr National Mun Etf
(MUB)
|
2.8 |
$44M |
|
380k |
116.05 |
Wisdomtree Tr Emer Mkt High Fd
(DEM)
|
2.7 |
$42M |
|
955k |
44.36 |
Apple
(AAPL)
|
2.6 |
$41M |
|
336k |
122.15 |
Ishares Tr Core S&p500 Etf
(IVV)
|
2.3 |
$36M |
|
90k |
397.77 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.7 |
$27M |
|
67k |
396.39 |
Cloudflare Cl A Com
(NET)
|
1.5 |
$23M |
|
331k |
70.26 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
1.3 |
$20M |
|
334k |
60.68 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.1 |
$18M |
|
69k |
255.49 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
1.1 |
$17M |
|
107k |
159.49 |
Ishares Tr Rus 1000 Etf
(IWB)
|
1.1 |
$17M |
|
74k |
223.83 |
Facebook Cl A
(META)
|
0.9 |
$14M |
|
47k |
294.55 |
Select Sector Spdr Tr Sbi Int-finl
(XLF)
|
0.9 |
$14M |
|
397k |
34.05 |
Indexiq Etf Tr Hedge Mlti Etf
(QAI)
|
0.8 |
$13M |
|
402k |
31.80 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.7 |
$11M |
|
51k |
221.05 |
Microsoft Corporation
(MSFT)
|
0.7 |
$10M |
|
43k |
235.71 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.6 |
$8.9M |
|
43k |
206.69 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.5 |
$8.6M |
|
4.1k |
2063.87 |
Ishares Tr Modert Alloc Etf
(AOM)
|
0.5 |
$7.9M |
|
183k |
43.55 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.5 |
$7.6M |
|
109k |
69.18 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.4 |
$6.1M |
|
117k |
52.05 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.4 |
$6.1M |
|
53k |
113.85 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.4 |
$6.0M |
|
113k |
53.35 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.3 |
$5.4M |
|
36k |
151.59 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.3 |
$5.3M |
|
22k |
237.20 |
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.3 |
$5.0M |
|
14k |
358.62 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.3 |
$4.8M |
|
97k |
49.08 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.3 |
$4.5M |
|
47k |
96.00 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.3 |
$4.5M |
|
47k |
95.16 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$4.1M |
|
2.0k |
2068.09 |
Johnson & Johnson
(JNJ)
|
0.3 |
$3.9M |
|
24k |
164.27 |
Spdr Ser Tr Nuveen Bbg Brcly
(HYMB)
|
0.2 |
$3.9M |
|
65k |
59.32 |
Procter & Gamble Company
(PG)
|
0.2 |
$3.8M |
|
28k |
135.47 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$3.7M |
|
49k |
75.79 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.2 |
$3.6M |
|
50k |
71.86 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$3.4M |
|
23k |
152.20 |
Docusign
(DOCU)
|
0.2 |
$3.4M |
|
17k |
202.43 |
Walt Disney Company
(DIS)
|
0.2 |
$3.3M |
|
18k |
184.44 |
Vanguard Index Fds Value Etf
(VTV)
|
0.2 |
$3.1M |
|
24k |
131.51 |
Ishares Tr Msci Lw Crb Tg
(CRBN)
|
0.2 |
$3.1M |
|
20k |
155.97 |
Rbc Cad
(RY)
|
0.2 |
$3.0M |
|
32k |
92.22 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.2 |
$3.0M |
|
41k |
73.00 |
Ishares Tr Dow Jones Us Etf
(IYY)
|
0.2 |
$3.0M |
|
30k |
99.85 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.2 |
$3.0M |
|
32k |
91.85 |
Ishares Tr Grwt Allocat Etf
(AOR)
|
0.2 |
$2.9M |
|
54k |
53.57 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.2 |
$2.9M |
|
35k |
82.53 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.2 |
$2.8M |
|
38k |
73.87 |
Pepsi
(PEP)
|
0.2 |
$2.8M |
|
20k |
141.55 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.2 |
$2.7M |
|
7.00 |
385714.29 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.2 |
$2.7M |
|
37k |
71.96 |
Amazon
(AMZN)
|
0.2 |
$2.6M |
|
855.00 |
3092.40 |
salesforce
(CRM)
|
0.2 |
$2.6M |
|
12k |
212.01 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$2.6M |
|
12k |
214.30 |
Ishares Msci Emerg Mrkt
(EEMV)
|
0.2 |
$2.5M |
|
40k |
63.13 |
Fidelity Covington Trust Total Bd Etf
(FBND)
|
0.2 |
$2.5M |
|
47k |
52.40 |
Abbott Laboratories
(ABT)
|
0.1 |
$2.2M |
|
18k |
119.69 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$2.0M |
|
22k |
91.55 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$2.0M |
|
7.9k |
257.06 |
Union Pacific Corporation
(UNP)
|
0.1 |
$2.0M |
|
9.2k |
220.85 |
Cincinnati Financial Corporation
(CINF)
|
0.1 |
$2.0M |
|
19k |
103.10 |
TJX Companies
(TJX)
|
0.1 |
$1.8M |
|
28k |
66.22 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.1 |
$1.8M |
|
20k |
93.05 |
Ishares Tr Short Treas Bd
(SHV)
|
0.1 |
$1.7M |
|
15k |
110.50 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$1.7M |
|
6.9k |
243.11 |
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.1 |
$1.6M |
|
29k |
55.72 |
Danaher Corporation
(DHR)
|
0.1 |
$1.6M |
|
7.3k |
225.24 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$1.6M |
|
24k |
65.21 |
Qualcomm
(QCOM)
|
0.1 |
$1.6M |
|
12k |
132.72 |
Align Technology
(ALGN)
|
0.1 |
$1.6M |
|
2.9k |
541.25 |
Jfrog Ord Shs
(FROG)
|
0.1 |
$1.5M |
|
34k |
44.38 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$1.5M |
|
3.1k |
476.13 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.1 |
$1.5M |
|
7.9k |
185.40 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$1.4M |
|
26k |
55.40 |
Chevron Corporation
(CVX)
|
0.1 |
$1.4M |
|
14k |
104.80 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.1 |
$1.4M |
|
19k |
74.44 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$1.4M |
|
13k |
108.44 |
Bank of America Corporation
(BAC)
|
0.1 |
$1.4M |
|
35k |
38.72 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$1.4M |
|
25k |
54.24 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.1 |
$1.3M |
|
24k |
54.68 |
Elastic N V Ord Shs
(ESTC)
|
0.1 |
$1.3M |
|
12k |
111.33 |
3M Company
(MMM)
|
0.1 |
$1.3M |
|
6.6k |
192.79 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.1 |
$1.2M |
|
4.4k |
274.47 |
Lowe's Companies
(LOW)
|
0.1 |
$1.2M |
|
6.2k |
190.16 |
Intel Corporation
(INTC)
|
0.1 |
$1.2M |
|
18k |
64.21 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$1.2M |
|
2.4k |
475.48 |
Schwab Strategic Tr Schwb Fdt Emk Lg
(FNDE)
|
0.1 |
$1.1M |
|
37k |
30.73 |
Merck & Co
(MRK)
|
0.1 |
$1.1M |
|
15k |
76.95 |
Cisco Systems
(CSCO)
|
0.1 |
$1.1M |
|
22k |
51.76 |
Paychex
(PAYX)
|
0.1 |
$1.1M |
|
11k |
97.95 |
Vaneck Vectors Etf Tr High Yld Mun Etf
(HYD)
|
0.1 |
$1.1M |
|
18k |
62.09 |
Oracle Corporation
(ORCL)
|
0.1 |
$1.1M |
|
15k |
70.17 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.1 |
$1.1M |
|
11k |
102.13 |
Home Depot
(HD)
|
0.1 |
$1.1M |
|
3.5k |
305.29 |
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$1.1M |
|
9.2k |
114.13 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.1 |
$1.0M |
|
16k |
65.29 |
UnitedHealth
(UNH)
|
0.1 |
$1.0M |
|
2.8k |
371.78 |
Paypal Holdings
(PYPL)
|
0.1 |
$1.0M |
|
4.2k |
242.32 |
Visa Com Cl A
(V)
|
0.1 |
$1.0M |
|
4.8k |
212.08 |
Pfizer
(PFE)
|
0.1 |
$984k |
|
27k |
36.27 |
Spdr Index Shs Fds Msci Emrg Mkts
(QEMM)
|
0.1 |
$979k |
|
14k |
68.09 |
Silgan Holdings
(SLGN)
|
0.1 |
$972k |
|
23k |
42.03 |
Wells Fargo & Company
(WFC)
|
0.1 |
$946k |
|
24k |
39.08 |
Verizon Communications
(VZ)
|
0.1 |
$939k |
|
16k |
58.34 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$932k |
|
12k |
77.12 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$924k |
|
13k |
72.93 |
Spdr Index Shs Fds Dj Intl Rl Etf
(RWX)
|
0.1 |
$902k |
|
26k |
34.44 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.1 |
$895k |
|
11k |
82.02 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$864k |
|
7.3k |
118.16 |
Restaurant Brands Intl Inc Com equity / large cap
(QSR)
|
0.1 |
$850k |
|
13k |
65.02 |
Sprout Social Com Cl A
(SPT)
|
0.1 |
$837k |
|
15k |
57.82 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$811k |
|
2.3k |
355.39 |
Abbvie
(ABBV)
|
0.1 |
$801k |
|
7.4k |
108.05 |
Amgen
(AMGN)
|
0.0 |
$752k |
|
3.0k |
249.09 |
Ishares Tr Core S&p Us Gwt
(IUSG)
|
0.0 |
$749k |
|
8.3k |
90.77 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.0 |
$742k |
|
2.5k |
300.40 |
Thermo Fisher Scientific
(TMO)
|
0.0 |
$735k |
|
1.6k |
456.24 |
Vaneck Vectors Etf Tr Biotech Etf
(BBH)
|
0.0 |
$733k |
|
4.2k |
174.94 |
Ishares Tr Intl Sel Div Etf
(IDV)
|
0.0 |
$718k |
|
23k |
31.46 |
Charter Communications Inc N Cl A
(CHTR)
|
0.0 |
$684k |
|
1.1k |
616.77 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.0 |
$678k |
|
7.8k |
87.24 |
Nike CL B
(NKE)
|
0.0 |
$674k |
|
5.0k |
133.76 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.0 |
$666k |
|
5.5k |
121.91 |
American Express Company
(AXP)
|
0.0 |
$652k |
|
4.6k |
140.97 |
Coca-Cola Company
(KO)
|
0.0 |
$644k |
|
12k |
52.75 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.0 |
$623k |
|
4.8k |
128.56 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.0 |
$605k |
|
9.8k |
61.55 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.0 |
$593k |
|
2.1k |
276.59 |
Invesco Exchange Traded Fd T Dynmc Software
(IGPT)
|
0.0 |
$575k |
|
3.7k |
155.74 |
McDonald's Corporation
(MCD)
|
0.0 |
$574k |
|
2.6k |
224.66 |
Schwab Strategic Tr Schwb Fdt Int Lg
(FNDF)
|
0.0 |
$565k |
|
18k |
32.18 |
Huntington Bancshares Incorporated
(HBAN)
|
0.0 |
$564k |
|
36k |
15.72 |
Caterpillar
(CAT)
|
0.0 |
$559k |
|
2.4k |
231.95 |
Wal-Mart Stores
(WMT)
|
0.0 |
$558k |
|
4.1k |
135.83 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.0 |
$523k |
|
9.7k |
54.13 |
Tesla Motors
(TSLA)
|
0.0 |
$517k |
|
775.00 |
667.10 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$516k |
|
3.2k |
160.15 |
Nextera Energy
(NEE)
|
0.0 |
$513k |
|
6.8k |
75.76 |
Truist Financial Corp equities
(TFC)
|
0.0 |
$511k |
|
8.8k |
58.29 |
International Business Machines
(IBM)
|
0.0 |
$503k |
|
3.8k |
132.93 |
Exxon Mobil Corporation
(XOM)
|
0.0 |
$500k |
|
8.9k |
55.97 |
At&t
(T)
|
0.0 |
$495k |
|
16k |
30.20 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$487k |
|
7.7k |
63.13 |
Spdr Ser Tr BLMBRG BRC CNVRT
(CWB)
|
0.0 |
$467k |
|
5.6k |
83.32 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.0 |
$465k |
|
4.8k |
97.26 |
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.0 |
$448k |
|
1.4k |
330.63 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$437k |
|
1.4k |
319.44 |
FedEx Corporation
(FDX)
|
0.0 |
$433k |
|
1.5k |
284.31 |
Boeing Company
(BA)
|
0.0 |
$433k |
|
1.7k |
255.31 |
Spdr Index Shs Fds S&p Intl Smlcp
(GWX)
|
0.0 |
$433k |
|
12k |
37.35 |
Select Sector Spdr Tr Technology
(XLK)
|
0.0 |
$431k |
|
3.3k |
132.62 |
Ishares Gold Tr Ishares
|
0.0 |
$423k |
|
26k |
16.25 |
Applied Materials
(AMAT)
|
0.0 |
$417k |
|
3.1k |
133.53 |
Kinder Morgan
(KMI)
|
0.0 |
$410k |
|
25k |
16.66 |
Invesco Exch Traded Fd Tr Ii China Technlgy
(CQQQ)
|
0.0 |
$382k |
|
4.7k |
81.45 |
Vanguard World Fds Materials Etf
(VAW)
|
0.0 |
$366k |
|
2.1k |
173.46 |
Realty Income
(O)
|
0.0 |
$356k |
|
5.6k |
63.28 |
Costco Wholesale Corporation
(COST)
|
0.0 |
$352k |
|
998.00 |
352.71 |
Target Corporation
(TGT)
|
0.0 |
$351k |
|
1.8k |
198.98 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.0 |
$349k |
|
6.3k |
55.10 |
Guardant Health
(GH)
|
0.0 |
$349k |
|
2.3k |
152.74 |
Flexshares Tr Us Quality Cap
(QLC)
|
0.0 |
$349k |
|
8.0k |
43.50 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.0 |
$347k |
|
1.0k |
331.11 |
Honeywell International
(HON)
|
0.0 |
$332k |
|
1.5k |
217.42 |
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.0 |
$325k |
|
2.0k |
160.89 |
Ishares Em Mkts Div Etf
(DVYE)
|
0.0 |
$324k |
|
8.3k |
39.10 |
Ecolab
(ECL)
|
0.0 |
$321k |
|
1.5k |
214.00 |
Workday Cl A
(WDAY)
|
0.0 |
$316k |
|
1.3k |
248.82 |
Capital One Financial
(COF)
|
0.0 |
$314k |
|
2.5k |
127.33 |
Starbucks Corporation
(SBUX)
|
0.0 |
$309k |
|
2.8k |
108.65 |
Dominion Resources
(D)
|
0.0 |
$305k |
|
4.0k |
75.95 |
Broadcom
(AVGO)
|
0.0 |
$300k |
|
648.00 |
462.96 |
Duke Energy Corp Com New
(DUK)
|
0.0 |
$299k |
|
3.1k |
96.23 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.0 |
$296k |
|
3.0k |
99.86 |
Sempra Energy
(SRE)
|
0.0 |
$295k |
|
2.2k |
132.52 |
Marathon Petroleum Corp
(MPC)
|
0.0 |
$294k |
|
5.5k |
53.74 |
Brookfield Renewable Partner Partnership Unit
(BEP)
|
0.0 |
$283k |
|
6.6k |
42.65 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.0 |
$280k |
|
6.5k |
43.04 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.0 |
$265k |
|
1.0k |
260.57 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$245k |
|
3.8k |
65.16 |
Clorox Company
(CLX)
|
0.0 |
$238k |
|
1.2k |
193.97 |
General Electric Company
|
0.0 |
$236k |
|
18k |
13.17 |
Becton, Dickinson and
(BDX)
|
0.0 |
$236k |
|
975.00 |
242.05 |
Novartis Sponsored Adr
(NVS)
|
0.0 |
$234k |
|
2.7k |
85.68 |
United Parcel Service CL B
(UPS)
|
0.0 |
$234k |
|
1.4k |
169.57 |
Goldman Sachs
(GS)
|
0.0 |
$232k |
|
709.00 |
327.22 |
Analog Devices
(ADI)
|
0.0 |
$230k |
|
1.5k |
155.30 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.0 |
$218k |
|
2.2k |
100.51 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.0 |
$213k |
|
2.2k |
94.88 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.0 |
$211k |
|
2.1k |
101.44 |
Spdr Ser Tr S&p Metals Mng
(XME)
|
0.0 |
$202k |
|
5.1k |
39.90 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.0 |
$200k |
|
6.2k |
32.11 |
Marathon Oil Corporation
(MRO)
|
0.0 |
$119k |
|
11k |
10.65 |
Nokia Corp Sponsored Adr
(NOK)
|
0.0 |
$79k |
|
20k |
3.95 |