Ishares Short Term Corporate Bond Etf
(IGSB)
|
9.1 |
$42M |
|
822k |
50.55 |
Schwab U.s. Large-cap Etf Etf
(SCHX)
|
6.8 |
$31M |
|
695k |
44.66 |
Microsoft Corp Stock
(MSFT)
|
4.5 |
$21M |
|
81k |
256.82 |
Costco Whsl Corp Stock
(COST)
|
4.4 |
$20M |
|
42k |
479.29 |
Danaher Corporation Stock
(DHR)
|
3.7 |
$17M |
|
67k |
253.52 |
Thermo Fisher Scientific Stock
(TMO)
|
3.5 |
$16M |
|
29k |
543.29 |
Technology Select Sector Spdr Fund Etf
(XLK)
|
3.4 |
$15M |
|
120k |
127.12 |
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf
(SLQD)
|
3.3 |
$15M |
|
313k |
48.46 |
Abbott Labs Stock
(ABT)
|
2.2 |
$10M |
|
92k |
108.65 |
Amphenol Corp New Cl A Stock
(APH)
|
2.2 |
$9.8M |
|
153k |
64.38 |
Catalent Stock
(CTLT)
|
2.1 |
$9.7M |
|
90k |
107.29 |
Crown Castle Intl Corp Reit
(CCI)
|
2.1 |
$9.4M |
|
56k |
168.38 |
Honeywell Intl Stock
(HON)
|
2.0 |
$9.0M |
|
52k |
173.81 |
Vanguard Real Estate Etf Etf
(VNQ)
|
1.9 |
$8.8M |
|
96k |
91.11 |
Air Prods & Chems Stock
(APD)
|
1.8 |
$8.3M |
|
34k |
240.49 |
Ishares Core S&p 500 Etf Etf
(IVV)
|
1.7 |
$7.7M |
|
20k |
379.14 |
Jpmorgan Chase & Co Stock
(JPM)
|
1.7 |
$7.7M |
|
68k |
112.62 |
Ametek Stock
(AME)
|
1.7 |
$7.6M |
|
69k |
109.89 |
Visa Inc Com Cl A Stock
(V)
|
1.6 |
$7.5M |
|
38k |
196.89 |
Merck & Co Stock
(MRK)
|
1.6 |
$7.3M |
|
80k |
91.17 |
Vanguard Small-cap Value Index Fund Etf
(VBR)
|
1.5 |
$6.9M |
|
46k |
149.81 |
S&p Global Stock
(SPGI)
|
1.5 |
$6.7M |
|
20k |
337.06 |
Advanced Micro Devices Stock
(AMD)
|
1.4 |
$6.5M |
|
85k |
76.47 |
Apple Stock
(AAPL)
|
1.4 |
$6.4M |
|
47k |
136.73 |
Amazon Stock
(AMZN)
|
1.3 |
$6.1M |
|
57k |
106.22 |
Ecolab Stock
(ECL)
|
1.3 |
$5.9M |
|
38k |
153.75 |
Syneos Health Inc Cl A Stock
|
1.3 |
$5.8M |
|
82k |
71.68 |
Kkr & Co Stock
(KKR)
|
1.3 |
$5.8M |
|
125k |
46.29 |
Teleflex Incorporated Stock
(TFX)
|
1.2 |
$5.4M |
|
22k |
245.83 |
Fidelity Natl Information Svcs Stock
(FIS)
|
1.2 |
$5.3M |
|
58k |
91.68 |
Broadridge Finl Solutions Stock
(BR)
|
1.1 |
$5.1M |
|
35k |
142.55 |
Texas Instrs Stock
(TXN)
|
1.1 |
$4.9M |
|
32k |
153.66 |
United Rentals Stock
(URI)
|
1.0 |
$4.7M |
|
20k |
242.93 |
Comcast Corp New Cl A Stock
(CMCSA)
|
0.9 |
$4.3M |
|
110k |
39.24 |
Chevron Corp Stock
(CVX)
|
0.9 |
$4.3M |
|
29k |
144.77 |
Fiserv Stock
(FI)
|
0.9 |
$4.0M |
|
45k |
88.96 |
Ishares Ibonds 2025 Corp Bond Etf
(IBDQ)
|
0.9 |
$3.9M |
|
159k |
24.70 |
Chubb Stock
(CB)
|
0.8 |
$3.8M |
|
19k |
196.60 |
Freeport-mcmoran Inc Cl B Stock
(FCX)
|
0.8 |
$3.6M |
|
122k |
29.26 |
Vmware Inc Cl A Stock
|
0.8 |
$3.6M |
|
31k |
113.99 |
Alphabet Inc Cap Stk Cl A Stock
(GOOGL)
|
0.6 |
$2.9M |
|
1.4k |
2179.26 |
Micron Technology Stock
(MU)
|
0.6 |
$2.5M |
|
46k |
55.27 |
Vanguard Short-term Corporate Bond Index Fund Etf
(VCSH)
|
0.6 |
$2.5M |
|
33k |
76.27 |
Home Depot Stock
(HD)
|
0.5 |
$2.5M |
|
9.1k |
274.32 |
Invesco S&p 500 Equal Weight Etf Etf
(RSP)
|
0.5 |
$2.5M |
|
19k |
134.24 |
Alphabet Inc Cap Stk Cl C Stock
(GOOG)
|
0.5 |
$2.3M |
|
1.0k |
2187.98 |
Marvell Technology Stock
(MRVL)
|
0.4 |
$1.8M |
|
41k |
43.52 |
Johnson & Johnson Stock
(JNJ)
|
0.4 |
$1.7M |
|
9.7k |
177.56 |
Unitedhealth Group Stock
(UNH)
|
0.4 |
$1.6M |
|
3.2k |
513.65 |
American Wtr Wks Stock
(AWK)
|
0.4 |
$1.6M |
|
11k |
148.81 |
Us Bancorp Del Stock
(USB)
|
0.3 |
$1.5M |
|
33k |
46.03 |
Vanguard S&p 500 Etf Etf
(VOO)
|
0.3 |
$1.5M |
|
4.3k |
346.78 |
Bk Of America Corp Stock
(BAC)
|
0.3 |
$1.5M |
|
48k |
31.12 |
Newmont Corp Stock
(NEM)
|
0.3 |
$1.3M |
|
22k |
59.65 |
Accenture Plc Ireland Shs Class A Stock
(ACN)
|
0.3 |
$1.3M |
|
4.8k |
277.63 |
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf
(SUSB)
|
0.3 |
$1.3M |
|
55k |
24.09 |
Centene Corp Del Stock
(CNC)
|
0.3 |
$1.3M |
|
15k |
84.61 |
Raytheon Technologies Corp Stock
(RTX)
|
0.3 |
$1.3M |
|
13k |
96.15 |
Ishares Ibonds 2024 Corp Bond Etf
(IBDP)
|
0.3 |
$1.3M |
|
51k |
24.76 |
Robert Half Intl Stock
(RHI)
|
0.3 |
$1.3M |
|
17k |
74.91 |
Coca Cola Stock
(KO)
|
0.3 |
$1.2M |
|
20k |
62.91 |
Lilly Eli & Co Stock
(LLY)
|
0.3 |
$1.2M |
|
3.8k |
324.31 |
Cvs Health Corp Stock
(CVS)
|
0.3 |
$1.2M |
|
13k |
92.65 |
Nxp Semiconductors N V Stock
(NXPI)
|
0.3 |
$1.2M |
|
8.1k |
148.02 |
Procter And Gamble Stock
(PG)
|
0.3 |
$1.2M |
|
8.3k |
143.82 |
Solaredge Technologies Stock
(SEDG)
|
0.3 |
$1.2M |
|
4.3k |
273.67 |
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf
(GREI)
|
0.3 |
$1.1M |
|
34k |
33.85 |
Markel Corp Stock
(MKL)
|
0.2 |
$1.1M |
|
882.00 |
1292.52 |
Disney Walt Stock
(DIS)
|
0.2 |
$1.1M |
|
12k |
94.42 |
Berkshire Hathaway Inc Del Cl B Stock
(BRK.B)
|
0.2 |
$1.1M |
|
4.1k |
273.06 |
Fidelity Msci Information Technology Index Etf Etf
(FTEC)
|
0.2 |
$1.1M |
|
11k |
96.53 |
Corning Stock
(GLW)
|
0.2 |
$1.0M |
|
33k |
31.50 |
Nike Inc Cl B Stock
(NKE)
|
0.2 |
$1.0M |
|
10k |
102.22 |
Wells Fargo Stock
(WFC)
|
0.2 |
$981k |
|
25k |
39.19 |
Vulcan Matls Stock
(VMC)
|
0.2 |
$968k |
|
6.8k |
142.04 |
Xylem Stock
(XYL)
|
0.2 |
$912k |
|
12k |
78.22 |
Pfizer Stock
(PFE)
|
0.2 |
$880k |
|
17k |
52.43 |
Church & Dwight Stock
(CHD)
|
0.2 |
$876k |
|
9.5k |
92.70 |
Ishares Russell 1000 Growth Etf Etf
(IWF)
|
0.2 |
$874k |
|
4.0k |
218.66 |
Ishares Msci Kld 400 Social Etf Etf
(DSI)
|
0.2 |
$843k |
|
12k |
71.88 |
M & T Bk Corp Stock
(MTB)
|
0.2 |
$757k |
|
4.8k |
159.37 |
Spdr S&p 500 Etf Etf
(SPY)
|
0.2 |
$751k |
|
2.0k |
377.39 |
Henry Schein Stock
(HSIC)
|
0.2 |
$748k |
|
9.8k |
76.72 |
Ishares Cybersecurity And Tech Etf Etf
(IHAK)
|
0.2 |
$710k |
|
20k |
35.04 |
Union Pac Corp Stock
(UNP)
|
0.2 |
$688k |
|
3.2k |
213.20 |
Carrier Global Corporation Stock
(CARR)
|
0.1 |
$684k |
|
19k |
35.64 |
Clarivate Plc Ord Stock
(CLVT)
|
0.1 |
$672k |
|
49k |
13.86 |
Automatic Data Processing Stock
(ADP)
|
0.1 |
$672k |
|
3.2k |
210.00 |
Fedex Corp Stock
(FDX)
|
0.1 |
$610k |
|
2.7k |
226.68 |
Ishares Ibonds 2023 Corp Bond Etf
|
0.1 |
$602k |
|
24k |
25.09 |
Edwards Lifesciences Corp Stock
(EW)
|
0.1 |
$578k |
|
6.1k |
95.14 |
Idacorp Stock
(IDA)
|
0.1 |
$552k |
|
5.2k |
105.89 |
Fidelity Msci Real Estate Index Etf Etf
(FREL)
|
0.1 |
$500k |
|
18k |
27.17 |
Idex Corp Stock
(IEX)
|
0.1 |
$497k |
|
2.7k |
181.65 |
Exxon Mobil Corp Stock
(XOM)
|
0.1 |
$482k |
|
5.6k |
85.69 |
First Solar Stock
(FSLR)
|
0.1 |
$442k |
|
6.5k |
68.16 |
Vanguard Total Stock Market Index Fund Etf
(VTI)
|
0.1 |
$428k |
|
2.3k |
188.55 |
International Business Machs Stock
(IBM)
|
0.1 |
$399k |
|
2.8k |
141.24 |
Invesco Qqq Trust Etf
(QQQ)
|
0.1 |
$372k |
|
1.3k |
280.12 |
Nextera Energy Stock
(NEE)
|
0.1 |
$353k |
|
4.6k |
77.43 |
Ishares Russell 2000 Etf Etf
(IWM)
|
0.1 |
$348k |
|
2.1k |
169.51 |
Pepsico Stock
(PEP)
|
0.1 |
$346k |
|
2.1k |
166.75 |
Ishares Ibonds 2022 Corp Bond Etf
|
0.1 |
$346k |
|
14k |
25.01 |
First Fndtn Stock
(FFWM)
|
0.1 |
$341k |
|
17k |
20.46 |
Blackrock Core Bd Tr Shs Ben Int Cef
(BHK)
|
0.1 |
$340k |
|
30k |
11.33 |
Walmart Stock
(WMT)
|
0.1 |
$323k |
|
2.7k |
121.47 |
3M Stock
(MMM)
|
0.1 |
$322k |
|
2.5k |
129.32 |
Morgan Stanley Stock
(MS)
|
0.1 |
$296k |
|
3.9k |
76.03 |
Hancock John Pfd Income Fd Sh Ben Int Cef
(HPI)
|
0.1 |
$293k |
|
17k |
17.52 |
Verizon Communications Stock
(VZ)
|
0.1 |
$286k |
|
5.6k |
50.81 |
Oracle Corp Stock
(ORCL)
|
0.1 |
$278k |
|
4.0k |
69.88 |
Msc Indl Direct Inc Cl A Stock
(MSM)
|
0.1 |
$278k |
|
3.7k |
75.14 |
Genuine Parts Stock
(GPC)
|
0.1 |
$273k |
|
2.1k |
133.17 |
Salesforce Stock
(CRM)
|
0.1 |
$262k |
|
1.6k |
165.20 |
Ishares Core Dividend Growth Etf Etf
(DGRO)
|
0.1 |
$261k |
|
5.5k |
47.55 |
Waters Corp Stock
(WAT)
|
0.1 |
$258k |
|
780.00 |
330.77 |
Vanguard Mid-cap Index Fund Etf
(VO)
|
0.1 |
$247k |
|
1.3k |
197.13 |
Martin Marietta Matls Stock
(MLM)
|
0.0 |
$209k |
|
700.00 |
298.57 |
Pacific Premier Bancorp Stock
(PPBI)
|
0.0 |
$203k |
|
6.9k |
29.30 |