Spdr Ser Tr Portfolio S&p500
(SPLG)
|
14.3 |
$100M |
|
2.0M |
50.26 |
Vanguard Scottsdale Fds Vng Rus1000idx
(VONE)
|
10.8 |
$76M |
|
388k |
194.66 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
5.0 |
$35M |
|
945k |
36.90 |
Ishares Tr National Mun Etf
(MUB)
|
4.8 |
$34M |
|
329k |
102.54 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
4.6 |
$32M |
|
441k |
72.31 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
4.5 |
$31M |
|
364k |
86.30 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
4.0 |
$28M |
|
634k |
43.72 |
Ishares Tr Eafe Value Etf
(EFV)
|
3.8 |
$26M |
|
541k |
48.93 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
3.6 |
$25M |
|
193k |
131.79 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
3.0 |
$21M |
|
475k |
44.23 |
Ishares Tr Core Total Usd
(IUSB)
|
2.2 |
$16M |
|
357k |
43.71 |
Ishares Tr Rus 1000 Etf
(IWB)
|
2.2 |
$16M |
|
66k |
234.91 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.8 |
$13M |
|
319k |
39.21 |
Apple
(AAPL)
|
1.8 |
$12M |
|
73k |
171.21 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
1.7 |
$12M |
|
217k |
56.47 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
1.7 |
$12M |
|
124k |
93.91 |
Ishares Tr TRS FLT RT BD
(TFLO)
|
1.5 |
$11M |
|
208k |
50.74 |
Ishares Tr Mbs Etf
(MBB)
|
1.5 |
$10M |
|
117k |
88.80 |
Ishares Core Msci Emkt
(IEMG)
|
1.5 |
$10M |
|
216k |
47.59 |
Vanguard Scottsdale Fds Vng Rus2000idx
(VTWO)
|
1.2 |
$8.3M |
|
116k |
71.44 |
Pimco Etf Tr Enhncd Lw Dur Ac
(LDUR)
|
1.1 |
$7.6M |
|
81k |
93.74 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
1.1 |
$7.4M |
|
103k |
72.38 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
1.0 |
$7.2M |
|
82k |
88.69 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
1.0 |
$7.0M |
|
139k |
50.49 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
1.0 |
$6.8M |
|
100k |
68.42 |
Ishares Tr U.s. Tech Etf
(IYW)
|
1.0 |
$6.8M |
|
65k |
104.92 |
Microsoft Corporation
(MSFT)
|
0.9 |
$6.5M |
|
21k |
315.75 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.8 |
$5.5M |
|
13k |
427.48 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.8 |
$5.5M |
|
53k |
102.86 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.7 |
$4.7M |
|
19k |
249.35 |
Exxon Mobil Corporation
(XOM)
|
0.7 |
$4.7M |
|
40k |
117.58 |
Tesla Motors
(TSLA)
|
0.6 |
$4.4M |
|
18k |
250.22 |
NVIDIA Corporation
(NVDA)
|
0.6 |
$4.2M |
|
9.8k |
435.00 |
Schwab Strategic Tr 5 10yr Corp Bd
(SCHI)
|
0.6 |
$3.9M |
|
92k |
42.20 |
Amazon
(AMZN)
|
0.5 |
$3.6M |
|
29k |
127.12 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.5 |
$3.4M |
|
156k |
22.04 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.4 |
$2.9M |
|
22k |
131.85 |
Ishares Tr Us Infrastruc
(IFRA)
|
0.4 |
$2.8M |
|
77k |
36.59 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.4 |
$2.5M |
|
24k |
103.72 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.3 |
$2.4M |
|
6.6k |
358.32 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$2.1M |
|
16k |
130.86 |
Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
0.3 |
$2.1M |
|
37k |
55.97 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.3 |
$2.0M |
|
66k |
31.01 |
Workday Cl A
(WDAY)
|
0.3 |
$2.0M |
|
9.2k |
214.85 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$2.0M |
|
4.5k |
429.43 |
Ssga Active Tr Spdr Ssga Us Sct
(XLSR)
|
0.2 |
$1.7M |
|
41k |
41.27 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.2 |
$1.7M |
|
49k |
33.57 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$1.4M |
|
6.5k |
212.42 |
Johnson & Johnson
(JNJ)
|
0.2 |
$1.4M |
|
8.7k |
155.75 |
Meta Platforms Cl A
(META)
|
0.2 |
$1.3M |
|
4.5k |
300.21 |
Broadcom
(AVGO)
|
0.2 |
$1.3M |
|
1.6k |
830.58 |
Ishares Gold Tr Ishares New
(IAU)
|
0.2 |
$1.3M |
|
37k |
34.99 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$1.3M |
|
8.8k |
145.02 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$1.3M |
|
8.2k |
155.39 |
Chevron Corporation
(CVX)
|
0.2 |
$1.3M |
|
7.5k |
168.61 |
Blackrock Etf Trust Us Carbon Trans
(LCTU)
|
0.2 |
$1.2M |
|
25k |
47.08 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.2 |
$1.1M |
|
13k |
82.52 |
Schwab Strategic Tr Schwab Fdt Us Sc
(FNDA)
|
0.2 |
$1.1M |
|
22k |
48.49 |
Oracle Corporation
(ORCL)
|
0.2 |
$1.1M |
|
10k |
105.92 |
Visa Com Cl A
(V)
|
0.1 |
$1.0M |
|
4.5k |
230.01 |
Wal-Mart Stores
(WMT)
|
0.1 |
$926k |
|
5.8k |
159.93 |
Schwab Strategic Tr Schwb Fdt Emk Lg
(FNDE)
|
0.1 |
$912k |
|
35k |
26.22 |
Spdr Ser Tr Nuveen Blmbrg Mu
(TFI)
|
0.1 |
$883k |
|
20k |
43.70 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
0.1 |
$876k |
|
11k |
81.41 |
Ishares Tr Esg Msci Usa Etf
(USXF)
|
0.1 |
$831k |
|
24k |
34.66 |
New Relic
|
0.1 |
$824k |
|
9.6k |
85.62 |
Procter & Gamble Company
(PG)
|
0.1 |
$804k |
|
5.5k |
145.86 |
Ishares Tr Esg Awre Usd Etf
(SUSC)
|
0.1 |
$759k |
|
35k |
21.76 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$716k |
|
2.0k |
350.30 |
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
0.1 |
$712k |
|
7.7k |
91.82 |
ConocoPhillips
(COP)
|
0.1 |
$697k |
|
5.8k |
119.80 |
Spdr Ser Tr Bloomberg Emergi
(EBND)
|
0.1 |
$687k |
|
35k |
19.83 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$676k |
|
9.6k |
70.76 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.1 |
$658k |
|
15k |
45.30 |
Zscaler Incorporated
(ZS)
|
0.1 |
$654k |
|
4.2k |
155.59 |
Ssga Active Etf Tr Blackstone Senr
(SRLN)
|
0.1 |
$597k |
|
14k |
41.93 |
Spdr Ser Tr Bloomberg High Y
(JNK)
|
0.1 |
$594k |
|
6.6k |
90.40 |
Spdr Ser Tr Portfolio Ln Tsr
(SPTL)
|
0.1 |
$587k |
|
23k |
26.15 |
Ishares Tr Esg Eafe Etf
(DMXF)
|
0.1 |
$586k |
|
10k |
57.09 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$572k |
|
1.1k |
509.90 |
Pepsi
(PEP)
|
0.1 |
$567k |
|
3.3k |
169.46 |
Spdr Ser Tr Portfolio Short
(SPSB)
|
0.1 |
$563k |
|
19k |
29.32 |
Abbvie
(ABBV)
|
0.1 |
$561k |
|
3.8k |
149.04 |
McDonald's Corporation
(MCD)
|
0.1 |
$551k |
|
2.1k |
263.49 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$551k |
|
3.5k |
158.99 |
UnitedHealth
(UNH)
|
0.1 |
$547k |
|
1.1k |
504.19 |
Merck & Co
(MRK)
|
0.1 |
$540k |
|
5.2k |
102.95 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$534k |
|
3.3k |
163.93 |
Ishares Tr Esg Adv Ttl Usd
(EUSB)
|
0.1 |
$533k |
|
13k |
40.85 |
Phillips 66
(PSX)
|
0.1 |
$525k |
|
4.4k |
120.15 |
Paypal Holdings
(PYPL)
|
0.1 |
$519k |
|
8.9k |
58.46 |
Spdr Ser Tr Portfolio S&p400
(SPMD)
|
0.1 |
$512k |
|
12k |
43.79 |
Spdr Index Shs Fds S&p Intl Smlcp
(GWX)
|
0.1 |
$489k |
|
17k |
29.14 |
Home Depot
(HD)
|
0.1 |
$483k |
|
1.6k |
302.16 |
Bank of America Corporation
(BAC)
|
0.1 |
$478k |
|
18k |
27.38 |
Pfizer
(PFE)
|
0.1 |
$477k |
|
14k |
33.17 |
Invesco Exchange Traded Fd T S&p 500 Garp Etf
(SPGP)
|
0.1 |
$469k |
|
5.1k |
91.24 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.1 |
$467k |
|
8.7k |
53.52 |
McKesson Corporation
(MCK)
|
0.1 |
$464k |
|
1.1k |
434.85 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.1 |
$463k |
|
6.7k |
69.13 |
Palo Alto Networks
(PANW)
|
0.1 |
$455k |
|
1.9k |
234.44 |
salesforce
(CRM)
|
0.1 |
$427k |
|
2.1k |
202.78 |
Wp Carey
(WPC)
|
0.1 |
$426k |
|
7.9k |
54.08 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$425k |
|
8.4k |
50.60 |
AFLAC Incorporated
(AFL)
|
0.1 |
$420k |
|
5.5k |
76.75 |
Intel Corporation
(INTC)
|
0.1 |
$411k |
|
12k |
35.55 |
Schwab Charles Family Amt Tax Free Mny
(SCTXX)
|
0.1 |
$405k |
|
405k |
1.00 |
Danaher Corporation
(DHR)
|
0.1 |
$389k |
|
1.6k |
248.10 |
International Business Machines
(IBM)
|
0.1 |
$380k |
|
2.7k |
140.28 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.1 |
$376k |
|
2.8k |
135.55 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$369k |
|
7.1k |
51.87 |
Cisco Systems
(CSCO)
|
0.1 |
$357k |
|
6.6k |
53.76 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$357k |
|
908.00 |
392.63 |
Nxp Semiconductors N V
(NXPI)
|
0.1 |
$350k |
|
1.8k |
199.92 |
Advanced Micro Devices
(AMD)
|
0.0 |
$348k |
|
3.4k |
102.82 |
Eli Lilly & Co.
(LLY)
|
0.0 |
$347k |
|
646.00 |
537.13 |
Caterpillar
(CAT)
|
0.0 |
$346k |
|
1.3k |
273.00 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.0 |
$344k |
|
10k |
33.65 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.0 |
$337k |
|
1.8k |
189.10 |
Spdr Ser Tr Bloomberg 1 10 Y
(TIPX)
|
0.0 |
$332k |
|
18k |
18.08 |
Enterprise Products Partners
(EPD)
|
0.0 |
$328k |
|
12k |
27.37 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.0 |
$327k |
|
2.3k |
143.35 |
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$324k |
|
7.3k |
44.34 |
Lockheed Martin Corporation
(LMT)
|
0.0 |
$318k |
|
777.00 |
408.96 |
CSX Corporation
(CSX)
|
0.0 |
$309k |
|
10k |
30.75 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$306k |
|
4.3k |
71.97 |
Thermo Fisher Scientific
(TMO)
|
0.0 |
$306k |
|
605.00 |
506.17 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$302k |
|
1.1k |
272.35 |
Confluent Class A Com
(CFLT)
|
0.0 |
$296k |
|
10k |
29.61 |
At&t
(T)
|
0.0 |
$282k |
|
19k |
15.02 |
Applied Materials
(AMAT)
|
0.0 |
$273k |
|
2.0k |
138.45 |
Arthur J. Gallagher & Co.
(AJG)
|
0.0 |
$272k |
|
1.2k |
227.93 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.0 |
$271k |
|
8.9k |
30.28 |
Pinterest Cl A
(PINS)
|
0.0 |
$270k |
|
10k |
27.03 |
Philip Morris International
(PM)
|
0.0 |
$269k |
|
2.9k |
92.58 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$267k |
|
1.6k |
171.45 |
MetLife
(MET)
|
0.0 |
$264k |
|
4.2k |
62.91 |
Amgen
(AMGN)
|
0.0 |
$263k |
|
979.00 |
268.81 |
General Dynamics Corporation
(GD)
|
0.0 |
$256k |
|
1.2k |
220.97 |
Illinois Tool Works
(ITW)
|
0.0 |
$251k |
|
1.1k |
230.31 |
BlackRock
(BLK)
|
0.0 |
$250k |
|
386.00 |
646.49 |
Coca-Cola Company
(KO)
|
0.0 |
$248k |
|
4.4k |
55.98 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
0.0 |
$246k |
|
3.3k |
74.62 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.0 |
$242k |
|
1.4k |
176.74 |
Southern Company
(SO)
|
0.0 |
$235k |
|
3.6k |
64.72 |
Spdr Ser Tr Ice Pfd Sec Etf
(PSK)
|
0.0 |
$235k |
|
7.2k |
32.46 |
Prudential Financial
(PRU)
|
0.0 |
$229k |
|
2.4k |
94.89 |
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$229k |
|
578.00 |
395.79 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.0 |
$228k |
|
1.0k |
224.15 |
Union Pacific Corporation
(UNP)
|
0.0 |
$226k |
|
1.1k |
203.65 |
Netflix
(NFLX)
|
0.0 |
$222k |
|
588.00 |
377.60 |
Costco Wholesale Corporation
(COST)
|
0.0 |
$221k |
|
392.00 |
564.67 |
Verizon Communications
(VZ)
|
0.0 |
$220k |
|
6.8k |
32.41 |
Owl Rock Capital Corporation
(OBDC)
|
0.0 |
$220k |
|
16k |
13.85 |
Xcel Energy
(XEL)
|
0.0 |
$219k |
|
3.8k |
57.22 |
Blackrock Etf Trust World Ex Us Carb
(LCTD)
|
0.0 |
$217k |
|
5.4k |
40.27 |
Intuit
(INTU)
|
0.0 |
$217k |
|
424.00 |
511.07 |
Prologis
(PLD)
|
0.0 |
$214k |
|
1.9k |
112.21 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$212k |
|
3.6k |
58.04 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.0 |
$209k |
|
355.00 |
588.66 |
Honeywell International
(HON)
|
0.0 |
$208k |
|
1.1k |
184.72 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.0 |
$204k |
|
4.9k |
41.42 |
Ford Motor Company
(F)
|
0.0 |
$166k |
|
13k |
12.42 |
Alamos Gold Com Cl A
(AGI)
|
0.0 |
$115k |
|
10k |
11.29 |