Schwab U.s. Large-cap Etf Etf
(SCHX)
|
7.4 |
$32M |
|
702k |
45.15 |
Ishares Short Term Corporate Bond Etf
(IGSB)
|
5.3 |
$23M |
|
457k |
49.82 |
Danaher Corporation Stock
(DHR)
|
4.1 |
$18M |
|
66k |
265.42 |
Microsoft Corp Stock
(MSFT)
|
4.1 |
$18M |
|
73k |
239.82 |
Costco Whsl Corp Stock
(COST)
|
4.0 |
$17M |
|
37k |
456.49 |
Thermo Fisher Scientific Stock
(TMO)
|
3.7 |
$16M |
|
29k |
550.69 |
Technology Select Sector Spdr Fund Etf
(XLK)
|
3.3 |
$14M |
|
115k |
124.44 |
Ishares Ibonds 2026 Corp Bond Etf
(IBDR)
|
2.7 |
$12M |
|
498k |
23.35 |
Honeywell Intl Stock
(HON)
|
2.6 |
$11M |
|
52k |
214.30 |
Amphenol Corp New Cl A Stock
(APH)
|
2.5 |
$11M |
|
144k |
76.14 |
Air Prods & Chems Stock
(APD)
|
2.4 |
$10M |
|
34k |
308.26 |
Abbott Labs Stock
(ABT)
|
2.4 |
$10M |
|
92k |
109.79 |
Ametek Stock
(AME)
|
2.2 |
$9.5M |
|
68k |
139.72 |
Ishares Core S&p 500 Etf Etf
(IVV)
|
2.2 |
$9.4M |
|
25k |
384.21 |
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf
(SLQD)
|
2.1 |
$9.2M |
|
191k |
47.86 |
Jpmorgan Chase & Co Stock
(JPM)
|
2.1 |
$9.1M |
|
68k |
134.10 |
Merck & Co Stock
(MRK)
|
2.1 |
$8.9M |
|
80k |
110.95 |
Ishares Ibonds 2025 Corp Bond Etf
(IBDQ)
|
1.9 |
$8.1M |
|
334k |
24.32 |
Visa Inc Com Cl A Stock
(V)
|
1.8 |
$7.8M |
|
38k |
207.76 |
Vanguard Real Estate Etf Etf
(VNQ)
|
1.8 |
$7.7M |
|
94k |
82.48 |
United Rentals Stock
(URI)
|
1.8 |
$7.6M |
|
21k |
355.42 |
Vanguard Small Cap Value Etf Etf
(VBR)
|
1.7 |
$7.4M |
|
47k |
158.80 |
Crown Castle Reit
(CCI)
|
1.7 |
$7.4M |
|
54k |
135.64 |
S&p Global Stock
(SPGI)
|
1.5 |
$6.5M |
|
19k |
334.95 |
Apple Stock
(AAPL)
|
1.4 |
$6.2M |
|
48k |
129.93 |
Kkr & Co Stock
(KKR)
|
1.3 |
$5.8M |
|
124k |
46.42 |
Advanced Micro Devices Stock
(AMD)
|
1.3 |
$5.4M |
|
83k |
64.77 |
Texas Instrs Stock
(TXN)
|
1.2 |
$5.2M |
|
31k |
165.22 |
Freeport-mcmoran Inc Cl B Stock
(FCX)
|
1.2 |
$5.1M |
|
135k |
38.00 |
Teleflex Incorporated Stock
(TFX)
|
1.2 |
$5.1M |
|
21k |
249.63 |
Chevron Corp Stock
(CVX)
|
1.2 |
$5.0M |
|
28k |
179.49 |
Ecolab Stock
(ECL)
|
1.1 |
$4.8M |
|
33k |
145.56 |
Chubb Stock
(CB)
|
1.0 |
$4.5M |
|
20k |
220.60 |
Fiserv Stock
(FI)
|
1.0 |
$4.4M |
|
43k |
101.07 |
Amazon Stock
(AMZN)
|
1.0 |
$4.3M |
|
51k |
84.00 |
Broadridge Finl Solutions Stock
(BR)
|
0.9 |
$3.9M |
|
29k |
134.13 |
Fidelity Natl Information Svcs Stock
(FIS)
|
0.8 |
$3.4M |
|
50k |
67.85 |
Vmware Inc Cl A Stock
|
0.7 |
$3.1M |
|
25k |
122.76 |
Home Depot Stock
(HD)
|
0.7 |
$2.8M |
|
9.0k |
315.86 |
Ishares Ibonds 2024 Corp Bond Etf
(IBDP)
|
0.7 |
$2.8M |
|
115k |
24.42 |
Invesco S&p 500 Equal Weight Etf Etf
(RSP)
|
0.6 |
$2.5M |
|
18k |
141.25 |
Alphabet Inc Cap Stk Cl A Stock
(GOOGL)
|
0.5 |
$2.3M |
|
26k |
88.23 |
Micron Technology Stock
(MU)
|
0.5 |
$2.3M |
|
45k |
49.98 |
Alphabet Inc Cap Stk Cl C Stock
(GOOG)
|
0.5 |
$2.2M |
|
25k |
88.73 |
American Wtr Wks Stock
(AWK)
|
0.4 |
$1.6M |
|
10k |
152.42 |
Lilly Eli & Co Stock
(LLY)
|
0.4 |
$1.5M |
|
4.2k |
365.84 |
Bank America Corp Stock
(BAC)
|
0.4 |
$1.5M |
|
46k |
33.12 |
Marvell Technology Stock
(MRVL)
|
0.4 |
$1.5M |
|
41k |
37.04 |
Johnson & Johnson Stock
(JNJ)
|
0.4 |
$1.5M |
|
8.6k |
176.65 |
Us Bancorp Del Stock
(USB)
|
0.3 |
$1.4M |
|
33k |
43.61 |
Vanguard S&p 500 Etf Etf
(VOO)
|
0.3 |
$1.4M |
|
4.0k |
351.34 |
Cvs Health Corp Stock
(CVS)
|
0.3 |
$1.3M |
|
14k |
93.19 |
Elevance Health Stock
(ELV)
|
0.3 |
$1.3M |
|
2.6k |
512.97 |
Nxp Semiconductors N V Stock
(NXPI)
|
0.3 |
$1.3M |
|
8.1k |
158.02 |
Raytheon Technologies Corp Stock
(RTX)
|
0.3 |
$1.3M |
|
13k |
100.92 |
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf
(SUSB)
|
0.3 |
$1.3M |
|
53k |
23.77 |
Accenture Plc Ireland Shs Class A Stock
(ACN)
|
0.3 |
$1.3M |
|
4.7k |
266.84 |
Procter And Gamble Stock
(PG)
|
0.3 |
$1.3M |
|
8.3k |
151.56 |
Xylem Stock
(XYL)
|
0.3 |
$1.3M |
|
11k |
110.57 |
Berkshire Hathaway Inc Del Cl B Stock
(BRK.B)
|
0.3 |
$1.2M |
|
4.0k |
308.88 |
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf
(GREI)
|
0.3 |
$1.2M |
|
39k |
32.17 |
Centene Corp Del Stock
(CNC)
|
0.3 |
$1.2M |
|
15k |
82.01 |
Nike Inc Cl B Stock
(NKE)
|
0.3 |
$1.2M |
|
11k |
117.01 |
Robert Half Intl Stock
(RHI)
|
0.3 |
$1.2M |
|
16k |
73.83 |
Coca Cola Stock
(KO)
|
0.3 |
$1.1M |
|
17k |
63.61 |
Markel Corp Stock
(MKL)
|
0.3 |
$1.1M |
|
822.00 |
1316.96 |
Vulcan Matls Stock
(VMC)
|
0.3 |
$1.1M |
|
6.1k |
175.11 |
Corning Stock
(GLW)
|
0.2 |
$1.1M |
|
34k |
31.94 |
Fidelity Msci Information Technology Index Etf Etf
(FTEC)
|
0.2 |
$1.0M |
|
11k |
94.51 |
Disney Walt Stock
(DIS)
|
0.2 |
$1.0M |
|
12k |
86.88 |
Solaredge Technologies Stock
(SEDG)
|
0.2 |
$1.0M |
|
3.5k |
283.27 |
Wells Fargo Stock
(WFC)
|
0.2 |
$1.0M |
|
24k |
41.29 |
Unitedhealth Group Stock
(UNH)
|
0.2 |
$964k |
|
1.8k |
530.28 |
Ishares Russell 1000 Growth Etf Etf
(IWF)
|
0.2 |
$878k |
|
4.1k |
214.24 |
Ishares Msci Kld 400 Social Etf Etf
(DSI)
|
0.2 |
$842k |
|
12k |
71.79 |
Spdr S&p 500 Etf Trust Etf
(SPY)
|
0.2 |
$792k |
|
2.1k |
382.43 |
Pfizer Stock
(PFE)
|
0.2 |
$788k |
|
15k |
51.24 |
Carrier Global Corporation Stock
(CARR)
|
0.2 |
$783k |
|
19k |
41.25 |
Vanguard Short-term Corporate Bond Etf Etf
(VCSH)
|
0.2 |
$765k |
|
10k |
75.19 |
Automatic Data Processing Stock
(ADP)
|
0.2 |
$764k |
|
3.2k |
238.86 |
Henry Schein Stock
(HSIC)
|
0.2 |
$739k |
|
9.3k |
79.87 |
Church & Dwight Stock
(CHD)
|
0.2 |
$730k |
|
9.1k |
80.61 |
Ishares Ibonds 2023 Corp Bond Etf
|
0.2 |
$720k |
|
29k |
25.03 |
Union Pac Corp Stock
(UNP)
|
0.2 |
$702k |
|
3.4k |
207.07 |
M & T Bk Corp Stock
(MTB)
|
0.2 |
$689k |
|
4.8k |
145.06 |
Ishares Cybersecurity & Tech Etf Etf
(IHAK)
|
0.2 |
$665k |
|
20k |
33.02 |
First Solar Stock
(FSLR)
|
0.2 |
$655k |
|
4.4k |
149.79 |
Newmont Corp Stock
(NEM)
|
0.2 |
$651k |
|
14k |
47.20 |
Comcast Corp New Cl A Stock
(CMCSA)
|
0.1 |
$634k |
|
18k |
34.97 |
Idex Corp Stock
(IEX)
|
0.1 |
$625k |
|
2.7k |
228.33 |
Exxon Mobil Corp Stock
(XOM)
|
0.1 |
$621k |
|
5.6k |
110.30 |
Pacific Premier Bancorp Stock
(PPBI)
|
0.1 |
$607k |
|
19k |
31.56 |
Vanguard Total Stock Market Etf Etf
(VTI)
|
0.1 |
$592k |
|
3.1k |
191.16 |
Idacorp Stock
(IDA)
|
0.1 |
$570k |
|
5.3k |
107.85 |
Ishares Core S&p Mid-cap Etf Etf
(IJH)
|
0.1 |
$519k |
|
2.1k |
241.89 |
Fidelity Msci Real Estate Index Etf Etf
(FREL)
|
0.1 |
$457k |
|
18k |
24.81 |
Edwards Lifesciences Corp Stock
(EW)
|
0.1 |
$456k |
|
6.1k |
74.61 |
Fedex Corp Stock
(FDX)
|
0.1 |
$431k |
|
2.5k |
173.20 |
Vanguard Dividend Appreciation Etf Etf
(VIG)
|
0.1 |
$404k |
|
2.7k |
151.85 |
Catalent Stock
(CTLT)
|
0.1 |
$400k |
|
8.9k |
45.01 |
Pepsico Stock
(PEP)
|
0.1 |
$379k |
|
2.1k |
180.66 |
Nextera Energy Stock
(NEE)
|
0.1 |
$362k |
|
4.3k |
83.60 |
Ishares Russell 2000 Etf Etf
(IWM)
|
0.1 |
$358k |
|
2.1k |
174.36 |
Genuine Parts Stock
(GPC)
|
0.1 |
$356k |
|
2.1k |
173.51 |
Oracle Corp Stock
(ORCL)
|
0.1 |
$325k |
|
4.0k |
81.74 |
International Business Machs Stock
(IBM)
|
0.1 |
$321k |
|
2.3k |
140.89 |
Walmart Stock
(WMT)
|
0.1 |
$305k |
|
2.2k |
141.80 |
Msc Indl Direct Inc Cl A Stock
(MSM)
|
0.1 |
$302k |
|
3.7k |
81.70 |
3M Stock
(MMM)
|
0.1 |
$299k |
|
2.5k |
119.92 |
Invesco Qqq Trust Etf
(QQQ)
|
0.1 |
$285k |
|
1.1k |
266.18 |
Vanguard Mid-cap Etf Etf
(VO)
|
0.1 |
$268k |
|
1.3k |
203.81 |
Waters Corp Stock
(WAT)
|
0.1 |
$267k |
|
780.00 |
342.58 |
Aflac Stock
(AFL)
|
0.1 |
$248k |
|
3.4k |
71.94 |
United Parcel Service Inc Cl B Stock
(UPS)
|
0.1 |
$247k |
|
1.4k |
173.84 |
Ishares Core Dividend Growth Etf Etf
(DGRO)
|
0.1 |
$246k |
|
4.9k |
50.00 |
Morgan Stanley Stock
(MS)
|
0.1 |
$240k |
|
2.8k |
85.02 |
First Fndtn Stock
(FFWM)
|
0.1 |
$239k |
|
17k |
14.33 |
Verizon Communications Stock
(VZ)
|
0.1 |
$222k |
|
5.6k |
39.40 |
Martin Marietta Matls Stock
(MLM)
|
0.0 |
$203k |
|
600.00 |
337.97 |
Clarivate Plc Ord Stock
(CLVT)
|
0.0 |
$153k |
|
18k |
8.34 |