Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
7.1 |
$43M |
|
1.0M |
42.35 |
Ishares Tr Core S&p500 Etf
(IVV)
|
6.6 |
$40M |
|
112k |
358.65 |
Ishares Tr 0-5yr Invt Gr Cp
(SLQD)
|
3.3 |
$20M |
|
424k |
47.40 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
3.3 |
$20M |
|
329k |
60.53 |
UnitedHealth
(UNH)
|
2.9 |
$18M |
|
35k |
505.03 |
Ishares Tr A Rate Cp Bd Etf
(QLTA)
|
2.9 |
$18M |
|
386k |
45.37 |
Microsoft Corporation
(MSFT)
|
2.5 |
$15M |
|
66k |
232.90 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
2.4 |
$15M |
|
67k |
219.26 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
2.4 |
$14M |
|
509k |
28.13 |
Ishares Msci Emrg Chn
(EMXC)
|
2.3 |
$14M |
|
316k |
44.28 |
Northrop Grumman Corporation
(NOC)
|
2.3 |
$14M |
|
29k |
470.28 |
JPMorgan Chase & Co.
(JPM)
|
2.3 |
$14M |
|
131k |
104.49 |
Iqvia Holdings
(IQV)
|
2.2 |
$13M |
|
73k |
181.13 |
Mastercard Incorporated Cl A
(MA)
|
2.1 |
$13M |
|
45k |
284.33 |
Alphabet Cap Stk Cl C
(GOOG)
|
2.0 |
$12M |
|
124k |
96.14 |
Visa Com Cl A
(V)
|
1.9 |
$12M |
|
66k |
177.64 |
Microchip Technology
(MCHP)
|
1.9 |
$12M |
|
192k |
61.03 |
Maravai Lifesciences Hldgs I Com Cl A
(MRVI)
|
1.9 |
$11M |
|
443k |
25.53 |
Applied Materials
(AMAT)
|
1.9 |
$11M |
|
138k |
81.93 |
Ishares Tr Core Msci Eafe
(IEFA)
|
1.8 |
$11M |
|
207k |
52.67 |
Thermo Fisher Scientific
(TMO)
|
1.8 |
$11M |
|
21k |
507.17 |
Merck & Co
(MRK)
|
1.7 |
$10M |
|
120k |
86.12 |
Invesco Exchange Traded Fd T Aerospace Defn
(PPA)
|
1.7 |
$10M |
|
159k |
64.52 |
Danaher Corporation
(DHR)
|
1.7 |
$10M |
|
39k |
258.30 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
1.6 |
$9.7M |
|
256k |
37.80 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
1.6 |
$9.6M |
|
84k |
114.28 |
Abbott Laboratories
(ABT)
|
1.6 |
$9.4M |
|
97k |
96.75 |
Amazon
(AMZN)
|
1.5 |
$9.3M |
|
83k |
112.99 |
Home Depot
(HD)
|
1.5 |
$8.9M |
|
32k |
275.92 |
Apple
(AAPL)
|
1.4 |
$8.2M |
|
59k |
138.19 |
Keysight Technologies
(KEYS)
|
1.3 |
$7.8M |
|
50k |
157.36 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.3 |
$7.6M |
|
87k |
87.19 |
Adobe Systems Incorporated
(ADBE)
|
1.2 |
$7.3M |
|
27k |
275.18 |
Charles River Laboratories
(CRL)
|
1.2 |
$7.2M |
|
37k |
196.77 |
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
1.2 |
$7.2M |
|
72k |
100.27 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
1.0 |
$6.0M |
|
151k |
39.94 |
Indexiq Etf Tr Iq Mrgr Arb Etf
(MNA)
|
1.0 |
$6.0M |
|
192k |
31.29 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.9 |
$5.6M |
|
36k |
154.68 |
Ssga Active Etf Tr Spdr Tr Tactic
(TOTL)
|
0.9 |
$5.5M |
|
136k |
40.18 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.9 |
$5.2M |
|
78k |
66.43 |
Ball Corporation
(BALL)
|
0.8 |
$5.0M |
|
104k |
48.32 |
Etf Ser Solutions Netlease Corp
(NETL)
|
0.8 |
$4.9M |
|
212k |
23.23 |
Pepsi
(PEP)
|
0.7 |
$4.2M |
|
26k |
163.27 |
Golub Capital BDC
(GBDC)
|
0.6 |
$3.9M |
|
314k |
12.39 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.6 |
$3.8M |
|
73k |
51.79 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.5 |
$2.8M |
|
62k |
45.31 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.4 |
$2.1M |
|
38k |
55.82 |
Fidelity Covington Trust Msci Rl Est Etf
(FREL)
|
0.3 |
$1.8M |
|
76k |
23.92 |
Truist Financial Corp equities
(TFC)
|
0.3 |
$1.8M |
|
41k |
43.53 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.3 |
$1.8M |
|
94k |
18.69 |
Invesco Exchange Traded Fd T S&p500 Eql Tec
(RSPT)
|
0.3 |
$1.7M |
|
7.5k |
226.36 |
Duke Energy Corp Com New
(DUK)
|
0.3 |
$1.6M |
|
17k |
93.03 |
Procter & Gamble Company
(PG)
|
0.3 |
$1.6M |
|
13k |
126.28 |
Johnson & Johnson
(JNJ)
|
0.3 |
$1.5M |
|
9.3k |
163.41 |
CVS Caremark Corporation
(CVS)
|
0.2 |
$1.4M |
|
15k |
95.37 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.2 |
$1.4M |
|
19k |
73.34 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$1.4M |
|
7.0k |
197.29 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.2 |
$1.3M |
|
60k |
22.40 |
Phillips Edison & Co Common Stock
(PECO)
|
0.2 |
$1.3M |
|
46k |
28.05 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$1.2M |
|
13k |
95.64 |
Chevron Corporation
(CVX)
|
0.2 |
$1.2M |
|
8.5k |
143.68 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$1.2M |
|
3.2k |
386.20 |
Amgen
(AMGN)
|
0.2 |
$1.1M |
|
4.9k |
225.46 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.2 |
$1.1M |
|
11k |
96.36 |
Verizon Communications
(VZ)
|
0.2 |
$1.0M |
|
27k |
37.97 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.2 |
$1.0M |
|
17k |
62.16 |
Ishares Tr Select Divid Etf
(DVY)
|
0.2 |
$1.0M |
|
9.5k |
107.22 |
Pfizer
(PFE)
|
0.2 |
$977k |
|
22k |
43.75 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$976k |
|
11k |
87.32 |
Target Corporation
(TGT)
|
0.2 |
$973k |
|
6.6k |
148.39 |
International Business Machines
(IBM)
|
0.2 |
$932k |
|
7.8k |
118.79 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$909k |
|
3.4k |
266.88 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$843k |
|
10k |
81.85 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.1 |
$830k |
|
18k |
46.49 |
Norfolk Southern
(NSC)
|
0.1 |
$825k |
|
3.9k |
209.55 |
Lowe's Companies
(LOW)
|
0.1 |
$823k |
|
4.4k |
187.81 |
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$809k |
|
19k |
42.97 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$806k |
|
19k |
41.98 |
Kinsale Cap Group
(KNSL)
|
0.1 |
$803k |
|
3.1k |
255.33 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.1 |
$799k |
|
21k |
38.80 |
Honeywell International
(HON)
|
0.1 |
$792k |
|
4.7k |
166.91 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.1 |
$787k |
|
20k |
38.98 |
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.1 |
$778k |
|
26k |
29.62 |
Deere & Company
(DE)
|
0.1 |
$774k |
|
2.3k |
333.76 |
Goldman Sachs
(GS)
|
0.1 |
$764k |
|
2.6k |
293.06 |
Nextera Energy
(NEE)
|
0.1 |
$739k |
|
9.4k |
78.40 |
G1 Therapeutics
(GTHX)
|
0.1 |
$734k |
|
59k |
12.50 |
Bank of America Corporation
(BAC)
|
0.1 |
$725k |
|
24k |
30.21 |
Cisco Systems
(CSCO)
|
0.1 |
$719k |
|
18k |
39.98 |
BlackRock
(BLK)
|
0.1 |
$717k |
|
1.3k |
550.27 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$706k |
|
2.5k |
287.34 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$689k |
|
2.6k |
267.26 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.1 |
$676k |
|
1.9k |
357.29 |
Qualcomm
(QCOM)
|
0.1 |
$673k |
|
6.0k |
112.90 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.1 |
$668k |
|
3.6k |
188.12 |
Ishares Tr Ibonds Dec24 Etf
(IBDP)
|
0.1 |
$665k |
|
27k |
24.35 |
Walt Disney Company
(DIS)
|
0.1 |
$663k |
|
7.0k |
94.39 |
FedEx Corporation
(FDX)
|
0.1 |
$646k |
|
4.4k |
148.51 |
Abbvie
(ABBV)
|
0.1 |
$589k |
|
4.4k |
134.32 |
Morgan Stanley Com New
(MS)
|
0.1 |
$562k |
|
7.1k |
79.03 |
Phathom Pharmaceuticals
(PHAT)
|
0.1 |
$499k |
|
45k |
11.09 |
Ishares Tr Ibonds Dec23 Etf
|
0.1 |
$497k |
|
20k |
24.94 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.1 |
$485k |
|
6.5k |
74.35 |
Kinder Morgan
(KMI)
|
0.1 |
$476k |
|
29k |
16.63 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$475k |
|
2.6k |
179.31 |
Illinois Tool Works
(ITW)
|
0.1 |
$474k |
|
2.6k |
180.57 |
Ptc
(PTC)
|
0.1 |
$465k |
|
4.4k |
104.71 |
Biohaven
(BHVN)
|
0.1 |
$454k |
|
3.0k |
151.33 |
PNC Financial Services
(PNC)
|
0.1 |
$445k |
|
3.0k |
149.38 |
Jack Henry & Associates
(JKHY)
|
0.1 |
$439k |
|
2.4k |
182.23 |
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$426k |
|
5.1k |
83.73 |
NVIDIA Corporation
(NVDA)
|
0.1 |
$412k |
|
3.4k |
121.28 |
Select Sector Spdr Tr Sbi Int-inds
(XLI)
|
0.1 |
$385k |
|
4.6k |
82.94 |
Precision Biosciences Ord
|
0.1 |
$380k |
|
292k |
1.30 |
Becton, Dickinson and
(BDX)
|
0.1 |
$377k |
|
1.7k |
223.08 |
United Parcel Service CL B
(UPS)
|
0.1 |
$374k |
|
2.3k |
161.62 |
Dollar General
(DG)
|
0.1 |
$374k |
|
1.6k |
239.74 |
Progressive Corporation
(PGR)
|
0.1 |
$372k |
|
3.2k |
116.29 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.1 |
$367k |
|
3.3k |
111.58 |
Nordson Corporation
(NDSN)
|
0.1 |
$357k |
|
1.7k |
212.37 |
TJX Companies
(TJX)
|
0.1 |
$355k |
|
5.7k |
62.15 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.1 |
$339k |
|
7.0k |
48.11 |
Eiger Biopharmaceuticals
|
0.1 |
$339k |
|
45k |
7.53 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.1 |
$338k |
|
6.7k |
50.23 |
Edwards Lifesciences
(EW)
|
0.1 |
$334k |
|
4.0k |
82.69 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.1 |
$331k |
|
2.6k |
127.11 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$326k |
|
689.00 |
473.15 |
Tesla Motors
(TSLA)
|
0.1 |
$325k |
|
1.2k |
265.52 |
Medtronic SHS
(MDT)
|
0.1 |
$319k |
|
3.9k |
80.80 |
Pimco Etf Tr Enhncd Lw Dur Ac
(LDUR)
|
0.1 |
$317k |
|
3.4k |
94.57 |
Union Pacific Corporation
(UNP)
|
0.1 |
$310k |
|
1.6k |
194.97 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$309k |
|
1.4k |
214.29 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$306k |
|
5.5k |
55.92 |
McDonald's Corporation
(MCD)
|
0.1 |
$303k |
|
1.3k |
230.77 |
Yum! Brands
(YUM)
|
0.0 |
$300k |
|
2.8k |
106.27 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.0 |
$298k |
|
1.2k |
257.79 |
Emerson Electric
(EMR)
|
0.0 |
$292k |
|
4.0k |
73.26 |
Capital One Financial
(COF)
|
0.0 |
$288k |
|
3.1k |
92.28 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.0 |
$284k |
|
1.3k |
210.68 |
First Tr Value Line Divid In SHS
(FVD)
|
0.0 |
$284k |
|
7.9k |
35.82 |
Cdw
(CDW)
|
0.0 |
$283k |
|
1.8k |
156.01 |
Ishares Tr Ibonds Dec22 Etf
|
0.0 |
$283k |
|
11k |
25.02 |
Wal-Mart Stores
(WMT)
|
0.0 |
$262k |
|
2.0k |
129.45 |
Dover Corporation
(DOV)
|
0.0 |
$260k |
|
2.2k |
116.70 |
Meta Platforms Cl A
(META)
|
0.0 |
$257k |
|
1.9k |
135.76 |
Terminix Global Holdings
|
0.0 |
$255k |
|
6.7k |
38.23 |
Select Sector Spdr Tr Sbi Cons Stpls
(XLP)
|
0.0 |
$253k |
|
3.8k |
66.84 |
Enbridge
(ENB)
|
0.0 |
$247k |
|
6.7k |
37.12 |
S&p Global
(SPGI)
|
0.0 |
$244k |
|
799.00 |
305.38 |
Select Sector Spdr Tr Technology
(XLK)
|
0.0 |
$242k |
|
2.0k |
118.86 |
First Tr Exchange-traded No Amer Energy
(EMLP)
|
0.0 |
$240k |
|
9.6k |
24.88 |
Eaton Corp SHS
(ETN)
|
0.0 |
$239k |
|
1.8k |
133.15 |
Crowdstrike Hldgs Cl A
(CRWD)
|
0.0 |
$238k |
|
1.4k |
165.05 |
Cooper Cos Com New
|
0.0 |
$236k |
|
893.00 |
264.28 |
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.0 |
$235k |
|
5.1k |
46.09 |
Starbucks Corporation
(SBUX)
|
0.0 |
$234k |
|
2.8k |
84.32 |
Spdr Index Shs Fds Msci Acwi Exus
(CWI)
|
0.0 |
$230k |
|
11k |
21.21 |
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
0.0 |
$228k |
|
4.9k |
46.35 |
Intel Corporation
(INTC)
|
0.0 |
$228k |
|
8.9k |
25.72 |
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$221k |
|
7.5k |
29.35 |
General Dynamics Corporation
(GD)
|
0.0 |
$219k |
|
1.0k |
212.00 |
Altria
(MO)
|
0.0 |
$219k |
|
5.4k |
40.39 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.0 |
$215k |
|
20k |
11.02 |
Avery Dennison Corporation
(AVY)
|
0.0 |
$213k |
|
1.3k |
162.35 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.0 |
$213k |
|
8.3k |
25.79 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.0 |
$212k |
|
3.7k |
57.86 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.0 |
$211k |
|
6.1k |
34.84 |
Devon Energy Corporation
(DVN)
|
0.0 |
$211k |
|
3.5k |
60.06 |
Cme
(CME)
|
0.0 |
$210k |
|
1.2k |
177.22 |
Dimensional Etf Trust Internatnal Val
(DFIV)
|
0.0 |
$208k |
|
8.1k |
25.72 |
Steris Shs Usd
(STE)
|
0.0 |
$207k |
|
1.2k |
166.67 |
Williams Companies
(WMB)
|
0.0 |
$206k |
|
7.2k |
28.57 |
Diageo Spon Adr New
(DEO)
|
0.0 |
$206k |
|
1.2k |
169.97 |
Gilead Sciences
(GILD)
|
0.0 |
$206k |
|
3.3k |
61.79 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.0 |
$201k |
|
1.2k |
165.02 |
Booking Holdings
(BKNG)
|
0.0 |
$200k |
|
122.00 |
1639.34 |
At&t
(T)
|
0.0 |
$198k |
|
13k |
15.33 |
Ford Motor Company
(F)
|
0.0 |
$179k |
|
16k |
11.21 |
Shattuck Labs
(STTK)
|
0.0 |
$135k |
|
50k |
2.70 |
Aldeyra Therapeutics
(ALDX)
|
0.0 |
$115k |
|
22k |
5.35 |
Charge Enterprises
(CRGEQ)
|
0.0 |
$28k |
|
16k |
1.78 |
Clearside Biomedical
(CLSD)
|
0.0 |
$28k |
|
25k |
1.12 |
9 Meters Biopharma
|
0.0 |
$14k |
|
65k |
0.21 |