Ishares Short Term Corporate Bond Etf
(IGSB)
|
8.4 |
$35M |
|
706k |
49.28 |
Schwab U.s. Large-cap Etf Etf
(SCHX)
|
7.2 |
$30M |
|
702k |
42.35 |
Costco Whsl Corp Stock
(COST)
|
4.4 |
$19M |
|
39k |
472.27 |
Microsoft Corp Stock
(MSFT)
|
4.2 |
$17M |
|
75k |
232.90 |
Danaher Corporation Stock
(DHR)
|
4.1 |
$17M |
|
66k |
258.29 |
Thermo Fisher Scientific Stock
(TMO)
|
3.6 |
$15M |
|
29k |
507.19 |
Technology Select Sector Spdr Fund Etf
(XLK)
|
3.4 |
$14M |
|
117k |
118.78 |
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf
(SLQD)
|
3.0 |
$13M |
|
264k |
47.40 |
Amphenol Corp New Cl A Stock
(APH)
|
2.4 |
$10M |
|
150k |
66.96 |
Abbott Labs Stock
(ABT)
|
2.2 |
$8.9M |
|
92k |
96.76 |
Honeywell Intl Stock
(HON)
|
2.1 |
$8.7M |
|
52k |
166.97 |
Air Prods & Chems Stock
(APD)
|
1.9 |
$8.0M |
|
34k |
232.73 |
Crown Castle Reit
(CCI)
|
1.9 |
$7.9M |
|
55k |
144.54 |
Ametek Stock
(AME)
|
1.9 |
$7.8M |
|
69k |
113.40 |
Ishares Core S&p 500 Etf Etf
(IVV)
|
1.9 |
$7.7M |
|
22k |
358.63 |
Vanguard Real Estate Etf Etf
(VNQ)
|
1.9 |
$7.7M |
|
96k |
80.17 |
Jpmorgan Chase & Co Stock
(JPM)
|
1.7 |
$7.1M |
|
68k |
104.50 |
Merck & Co Stock
(MRK)
|
1.7 |
$7.1M |
|
82k |
86.12 |
Apple Stock
(AAPL)
|
1.7 |
$6.9M |
|
50k |
138.19 |
Visa Inc Com Cl A Stock
(V)
|
1.6 |
$6.8M |
|
38k |
177.66 |
Catalent Stock
(CTLT)
|
1.6 |
$6.5M |
|
90k |
72.36 |
Vanguard Small Cap Value Etf Etf
(VBR)
|
1.6 |
$6.5M |
|
45k |
143.39 |
Amazon Stock
(AMZN)
|
1.5 |
$6.4M |
|
57k |
113.01 |
S&p Global Stock
(SPGI)
|
1.5 |
$6.0M |
|
20k |
305.38 |
United Rentals Stock
(URI)
|
1.3 |
$5.5M |
|
20k |
270.11 |
Kkr & Co Stock
(KKR)
|
1.3 |
$5.5M |
|
128k |
43.00 |
Ishares Ibonds 2025 Corp Bond Etf
(IBDQ)
|
1.3 |
$5.4M |
|
223k |
24.13 |
Advanced Micro Devices Stock
(AMD)
|
1.3 |
$5.4M |
|
85k |
63.35 |
Ecolab Stock
(ECL)
|
1.2 |
$5.2M |
|
36k |
144.42 |
Broadridge Finl Solutions Stock
(BR)
|
1.2 |
$5.0M |
|
35k |
144.33 |
Texas Instrs Stock
(TXN)
|
1.2 |
$4.9M |
|
32k |
154.79 |
Teleflex Incorporated Stock
(TFX)
|
1.1 |
$4.4M |
|
22k |
201.46 |
Fidelity Natl Information Svcs Stock
(FIS)
|
1.0 |
$4.3M |
|
57k |
75.57 |
Fiserv Stock
(FI)
|
1.0 |
$4.2M |
|
44k |
93.56 |
Chevron Corp Stock
(CVX)
|
1.0 |
$4.1M |
|
29k |
143.66 |
Chubb Stock
(CB)
|
0.9 |
$3.6M |
|
20k |
181.86 |
Ishares Ibonds 2026 Corp Bond Etf
(IBDR)
|
0.8 |
$3.5M |
|
151k |
23.10 |
Freeport-mcmoran Inc Cl B Stock
(FCX)
|
0.8 |
$3.3M |
|
120k |
27.33 |
Vmware Inc Cl A Stock
|
0.8 |
$3.2M |
|
30k |
106.46 |
Alphabet Inc Cap Stk Cl A Stock
(GOOGL)
|
0.6 |
$2.5M |
|
26k |
95.66 |
Home Depot Stock
(HD)
|
0.6 |
$2.5M |
|
9.0k |
275.94 |
Micron Technology Stock
(MU)
|
0.6 |
$2.3M |
|
46k |
50.09 |
Invesco S&p 500 Equal Weight Etf Etf
(RSP)
|
0.6 |
$2.3M |
|
18k |
127.28 |
Alphabet Inc Cap Stk Cl C Stock
(GOOG)
|
0.5 |
$2.2M |
|
23k |
96.13 |
Ishares Ibonds 2024 Corp Bond Etf
(IBDP)
|
0.4 |
$1.9M |
|
76k |
24.35 |
Marvell Technology Stock
(MRVL)
|
0.4 |
$1.8M |
|
41k |
42.91 |
Unitedhealth Group Stock
(UNH)
|
0.4 |
$1.6M |
|
3.2k |
505.18 |
Johnson & Johnson Stock
(JNJ)
|
0.4 |
$1.5M |
|
8.9k |
163.37 |
Vanguard S&p 500 Etf Etf
(VOO)
|
0.3 |
$1.4M |
|
4.3k |
328.34 |
Bk Of America Corp Stock
(BAC)
|
0.3 |
$1.4M |
|
47k |
30.19 |
American Wtr Wks Stock
(AWK)
|
0.3 |
$1.4M |
|
10k |
130.19 |
Us Bancorp Del Stock
(USB)
|
0.3 |
$1.3M |
|
33k |
40.33 |
Lilly Eli & Co Stock
(LLY)
|
0.3 |
$1.3M |
|
4.0k |
323.33 |
Cvs Health Corp Stock
(CVS)
|
0.3 |
$1.3M |
|
14k |
95.35 |
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf
(SUSB)
|
0.3 |
$1.3M |
|
55k |
23.49 |
Robert Half Intl Stock
(RHI)
|
0.3 |
$1.3M |
|
16k |
76.52 |
Accenture Plc Ireland Shs Class A Stock
(ACN)
|
0.3 |
$1.2M |
|
4.7k |
257.32 |
Nxp Semiconductors N V Stock
(NXPI)
|
0.3 |
$1.2M |
|
8.1k |
147.53 |
Centene Corp Del Stock
(CNC)
|
0.3 |
$1.2M |
|
15k |
77.84 |
Disney Walt Stock
(DIS)
|
0.3 |
$1.1M |
|
12k |
94.36 |
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf
(GREI)
|
0.3 |
$1.1M |
|
37k |
29.42 |
Berkshire Hathaway Inc Del Cl B Stock
(BRK.B)
|
0.3 |
$1.1M |
|
4.1k |
266.93 |
Raytheon Technologies Corp Stock
(RTX)
|
0.3 |
$1.1M |
|
13k |
81.85 |
Procter And Gamble Stock
(PG)
|
0.3 |
$1.0M |
|
8.3k |
126.25 |
Vulcan Matls Stock
(VMC)
|
0.3 |
$1.0M |
|
6.6k |
157.67 |
Xylem Stock
(XYL)
|
0.2 |
$1.0M |
|
12k |
87.39 |
Fidelity Msci Information Technology Index Etf Etf
(FTEC)
|
0.2 |
$1.0M |
|
11k |
90.89 |
Solaredge Technologies Stock
(SEDG)
|
0.2 |
$1.0M |
|
4.3k |
231.51 |
Coca Cola Stock
(KO)
|
0.2 |
$982k |
|
18k |
56.04 |
Wells Fargo Stock
(WFC)
|
0.2 |
$977k |
|
24k |
40.23 |
Corning Stock
(GLW)
|
0.2 |
$966k |
|
33k |
29.01 |
Markel Corp Stock
(MKL)
|
0.2 |
$956k |
|
882.00 |
1083.90 |
Newmont Corp Stock
(NEM)
|
0.2 |
$871k |
|
21k |
42.05 |
Ishares Russell 1000 Growth Etf Etf
(IWF)
|
0.2 |
$862k |
|
4.1k |
210.30 |
Nike Inc Cl B Stock
(NKE)
|
0.2 |
$858k |
|
10k |
83.08 |
First Solar Stock
(FSLR)
|
0.2 |
$858k |
|
6.5k |
132.31 |
M & T Bk Corp Stock
(MTB)
|
0.2 |
$838k |
|
4.8k |
176.42 |
Vanguard Short-term Corporate Bond Etf Etf
(VCSH)
|
0.2 |
$801k |
|
11k |
74.29 |
Ishares Msci Kld 400 Social Etf Etf
(DSI)
|
0.2 |
$785k |
|
12k |
66.93 |
Spdr S&p 500 Etf Trust Etf
(SPY)
|
0.2 |
$739k |
|
2.1k |
357.00 |
Pfizer Stock
(PFE)
|
0.2 |
$739k |
|
17k |
43.78 |
Automatic Data Processing Stock
(ADP)
|
0.2 |
$724k |
|
3.2k |
226.25 |
Ishares Cybersecurity & Tech Etf Etf
(IHAK)
|
0.2 |
$683k |
|
20k |
33.96 |
Carrier Global Corporation Stock
(CARR)
|
0.2 |
$675k |
|
19k |
35.54 |
Union Pac Corp Stock
(UNP)
|
0.2 |
$661k |
|
3.4k |
194.87 |
Ishares Ibonds 2023 Corp Bond Etf
|
0.2 |
$647k |
|
26k |
24.93 |
Church & Dwight Stock
(CHD)
|
0.2 |
$647k |
|
9.1k |
71.49 |
Henry Schein Stock
(HSIC)
|
0.2 |
$641k |
|
9.8k |
65.74 |
Pacific Premier Bancorp Stock
(PPBI)
|
0.1 |
$596k |
|
19k |
30.98 |
Vanguard Total Stock Market Etf Etf
(VTI)
|
0.1 |
$556k |
|
3.1k |
179.59 |
Idex Corp Stock
(IEX)
|
0.1 |
$547k |
|
2.7k |
199.93 |
Comcast Corp New Cl A Stock
(CMCSA)
|
0.1 |
$546k |
|
19k |
29.31 |
Idacorp Stock
(IDA)
|
0.1 |
$524k |
|
5.3k |
99.09 |
Edwards Lifesciences Corp Stock
(EW)
|
0.1 |
$504k |
|
6.1k |
82.56 |
Exxon Mobil Corp Stock
(XOM)
|
0.1 |
$492k |
|
5.6k |
87.36 |
Fidelity Msci Real Estate Index Etf Etf
(FREL)
|
0.1 |
$440k |
|
18k |
23.91 |
Clarivate Plc Ord Stock
(CLVT)
|
0.1 |
$430k |
|
46k |
9.39 |
Fedex Corp Stock
(FDX)
|
0.1 |
$400k |
|
2.7k |
148.64 |
Ishares Ibonds 2022 Corp Bond Etf
|
0.1 |
$346k |
|
14k |
25.01 |
Nextera Energy Stock
(NEE)
|
0.1 |
$344k |
|
4.4k |
78.34 |
Pepsico Stock
(PEP)
|
0.1 |
$342k |
|
2.1k |
163.09 |
Ishares Russell 2000 Etf Etf
(IWM)
|
0.1 |
$339k |
|
2.1k |
165.12 |
International Business Machs Stock
(IBM)
|
0.1 |
$306k |
|
2.6k |
118.83 |
Genuine Parts Stock
(GPC)
|
0.1 |
$306k |
|
2.1k |
149.27 |
First Fndtn Stock
(FFWM)
|
0.1 |
$302k |
|
17k |
18.12 |
Blackrock Core Bd Tr Shs Ben Int Cef
(BHK)
|
0.1 |
$300k |
|
30k |
10.00 |
Walmart Stock
(WMT)
|
0.1 |
$298k |
|
2.3k |
129.90 |
Invesco Qqq Trust Etf
(QQQ)
|
0.1 |
$285k |
|
1.1k |
266.85 |
3M Stock
(MMM)
|
0.1 |
$275k |
|
2.5k |
110.44 |
Msc Indl Direct Inc Cl A Stock
(MSM)
|
0.1 |
$269k |
|
3.7k |
72.70 |
Hancock John Pfd Income Fd Sh Ben Int Cef
(HPI)
|
0.1 |
$268k |
|
17k |
16.02 |
Vanguard Mid-cap Etf Etf
(VO)
|
0.1 |
$251k |
|
1.3k |
188.01 |
Oracle Corp Stock
(ORCL)
|
0.1 |
$243k |
|
4.0k |
61.09 |
Morgan Stanley Stock
(MS)
|
0.1 |
$235k |
|
3.0k |
79.18 |
Ishares Core Dividend Growth Etf Etf
(DGRO)
|
0.1 |
$235k |
|
5.3k |
44.43 |
Salesforce Stock
(CRM)
|
0.1 |
$218k |
|
1.5k |
143.80 |
Verizon Communications Stock
(VZ)
|
0.1 |
$214k |
|
5.6k |
38.02 |
Waters Corp Stock
(WAT)
|
0.1 |
$210k |
|
780.00 |
269.23 |
Vanguard Dividend Appreciation Etf Etf
(VIG)
|
0.1 |
$209k |
|
1.5k |
135.10 |