|
Ishares Tr Core Mscitotal
(IXUS)
|
7.0 |
$166M |
|
2.0M |
82.58 |
|
Microsoft Corp Common
(MSFT)
|
4.7 |
$112M |
|
216k |
517.95 |
|
Alphabet Class C
(GOOG)
|
4.6 |
$110M |
|
450k |
243.55 |
|
Amazon Common
(AMZN)
|
4.1 |
$96M |
|
436k |
219.57 |
|
Apple Common
(AAPL)
|
3.9 |
$93M |
|
363k |
254.63 |
|
Taiwan Semiconductor Sp Adr (5 Ord)
(TSM)
|
2.6 |
$61M |
|
217k |
279.29 |
|
Nvidia Corp Common
(NVDA)
|
2.4 |
$56M |
|
300k |
186.58 |
|
Broadcom Common
(AVGO)
|
2.0 |
$47M |
|
142k |
329.91 |
|
Labcorp Holdings Common
(LH)
|
2.0 |
$46M |
|
160k |
287.06 |
|
Rtx Corporation Com Usd1
(RTX)
|
1.9 |
$46M |
|
274k |
167.33 |
|
Citigroup Common
(C)
|
1.9 |
$44M |
|
438k |
101.50 |
|
Agnc Invt Corp Com reit
(AGNC)
|
1.8 |
$42M |
|
4.3M |
9.79 |
|
Honeywell Intl Common
(HON)
|
1.7 |
$40M |
|
191k |
210.50 |
|
Sempra Common
(SRE)
|
1.7 |
$40M |
|
439k |
89.98 |
|
Medtronic Ordinary Shs $0.0001
(MDT)
|
1.5 |
$36M |
|
376k |
95.24 |
|
Netflix Common
(NFLX)
|
1.4 |
$33M |
|
27k |
1198.92 |
|
Eaton Corporation Common
(ETN)
|
1.3 |
$31M |
|
84k |
374.25 |
|
Visa Class A
(V)
|
1.3 |
$31M |
|
90k |
341.38 |
|
Arista Networks In Com Usd0.0001
(ANET)
|
1.3 |
$30M |
|
207k |
145.71 |
|
Intuit Common
(INTU)
|
1.3 |
$30M |
|
44k |
682.91 |
|
Meta Platforms Com Usd0.000006 Cl A
(META)
|
1.2 |
$29M |
|
40k |
734.39 |
|
Walmart Common
(WMT)
|
1.2 |
$29M |
|
281k |
103.06 |
|
Home Depot Common
(HD)
|
1.2 |
$27M |
|
67k |
405.19 |
|
Vanguard U.s Momentum Factor Etf
(VFMO)
|
1.1 |
$27M |
|
140k |
191.60 |
|
Goldman Sachs Group Common
(GS)
|
1.1 |
$27M |
|
33k |
796.34 |
|
Gildan Activewear Common
(GIL)
|
1.1 |
$26M |
|
457k |
57.80 |
|
Otis Worldwide Corp Common Usd0.01
(OTIS)
|
1.1 |
$26M |
|
288k |
91.43 |
|
Cisco Systems Common
(CSCO)
|
1.1 |
$25M |
|
367k |
68.42 |
|
Vertex Pharma Common
(VRTX)
|
1.0 |
$24M |
|
62k |
391.64 |
|
T-mobile Us Common
(TMUS)
|
1.0 |
$24M |
|
101k |
239.38 |
|
Charles Schwab Corporation
(SCHW)
|
1.0 |
$23M |
|
245k |
95.47 |
|
Ishares Msci Usa Equal Weighted Etf
(EUSA)
|
1.0 |
$23M |
|
224k |
102.97 |
|
Fortinet Common
(FTNT)
|
1.0 |
$23M |
|
267k |
84.08 |
|
Analog Devices Common
(ADI)
|
0.9 |
$22M |
|
90k |
245.70 |
|
Chevron Corp Common
(CVX)
|
0.9 |
$22M |
|
141k |
155.29 |
|
Dynatrace Holdings L Common
(DT)
|
0.9 |
$22M |
|
446k |
48.45 |
|
Progressive Corp Common
(PGR)
|
0.9 |
$21M |
|
87k |
246.95 |
|
Aptiv Ordinary Shares
(APTV)
|
0.9 |
$21M |
|
247k |
86.22 |
|
Bank Of America Corp Common
(BAC)
|
0.9 |
$21M |
|
402k |
51.59 |
|
Salesforce Common
(CRM)
|
0.9 |
$21M |
|
87k |
237.00 |
|
Fedex Corp Common
(FDX)
|
0.9 |
$21M |
|
88k |
235.81 |
|
Becton Dickinson Common
(BDX)
|
0.9 |
$21M |
|
110k |
187.17 |
|
Trimble Com Npv
(TRMB)
|
0.9 |
$20M |
|
250k |
81.65 |
|
Qualcomm Common
(QCOM)
|
0.9 |
$20M |
|
120k |
166.36 |
|
Eog Resources Common
(EOG)
|
0.8 |
$20M |
|
174k |
112.12 |
|
Silicon Labs Common
(SLAB)
|
0.8 |
$19M |
|
147k |
131.13 |
|
The Cigna Group Common Usd0.01
(CI)
|
0.8 |
$19M |
|
67k |
288.25 |
|
Cvs Health Corp Common
(CVS)
|
0.8 |
$19M |
|
255k |
75.39 |
|
Boeing Common
(BA)
|
0.8 |
$19M |
|
88k |
215.83 |
|
Cubesmart Common
(CUBE)
|
0.8 |
$19M |
|
460k |
40.66 |
|
Astrazeneca Sp Adr (1/2 Ord)
(AZN)
|
0.8 |
$18M |
|
239k |
76.72 |
|
Elanco Animal Health Common
(ELAN)
|
0.8 |
$18M |
|
904k |
20.14 |
|
Vanguard Mun Bd Inc Tax-exempt Bd
(VTEB)
|
0.8 |
$18M |
|
362k |
50.07 |
|
Exelon Corp Common
(EXC)
|
0.8 |
$18M |
|
399k |
45.01 |
|
Paypal Holdings
(PYPL)
|
0.8 |
$18M |
|
267k |
67.06 |
|
Lowes Common
(LOW)
|
0.8 |
$18M |
|
71k |
251.31 |
|
Camden Ppty Tr Sh Ben Int
(CPT)
|
0.7 |
$18M |
|
164k |
106.78 |
|
Vaneck Etf Tr Amt Free Intmunetf
(ITM)
|
0.7 |
$17M |
|
370k |
46.60 |
|
Corteva
(CTVA)
|
0.7 |
$17M |
|
252k |
67.63 |
|
Norfolk Southern Common
(NSC)
|
0.7 |
$17M |
|
55k |
300.41 |
|
Southern Common
(SO)
|
0.7 |
$16M |
|
172k |
94.77 |
|
Terreno Rlty Corp Common
(TRNO)
|
0.7 |
$16M |
|
278k |
56.75 |
|
Intercontinental Exchange
(ICE)
|
0.7 |
$16M |
|
93k |
168.48 |
|
Philip Morris Intl Common
(PM)
|
0.7 |
$16M |
|
96k |
162.20 |
|
Constellation Brands Class A
(STZ)
|
0.7 |
$15M |
|
114k |
134.67 |
|
Pfizer Common
(PFE)
|
0.6 |
$15M |
|
593k |
25.48 |
|
Las Vegas Sands Corp Common
(LVS)
|
0.6 |
$15M |
|
270k |
53.79 |
|
Comcast Corp Class A
(CMCSA)
|
0.6 |
$14M |
|
452k |
31.42 |
|
Bristol Myers Squibb Common
(BMY)
|
0.6 |
$14M |
|
303k |
45.10 |
|
Jpmorgan Ultra-shrt Municipal
(JMST)
|
0.5 |
$13M |
|
252k |
51.04 |
|
First Intst Bancsys Class A
(FIBK)
|
0.5 |
$13M |
|
404k |
31.87 |
|
Fuller H B Com Usd1
(FUL)
|
0.5 |
$13M |
|
216k |
59.28 |
|
Bellring Brands Com Usd0.01
(BRBR)
|
0.5 |
$11M |
|
297k |
36.35 |
|
Hyatt Hotels Corp Class A
(H)
|
0.4 |
$10M |
|
70k |
141.93 |
|
EQT Corporation
(EQT)
|
0.4 |
$9.7M |
|
178k |
54.43 |
|
Adobe Common
(ADBE)
|
0.4 |
$9.7M |
|
27k |
352.75 |
|
Linde SHS
(LIN)
|
0.4 |
$9.4M |
|
20k |
475.00 |
|
Wa Common
(WAFD)
|
0.4 |
$9.4M |
|
309k |
30.29 |
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.4 |
$9.1M |
|
133k |
68.08 |
|
Diamondback Energy Common
(FANG)
|
0.3 |
$8.2M |
|
58k |
143.10 |
|
Vanguard Whitehall F High Div Yld
(VYM)
|
0.3 |
$8.2M |
|
58k |
140.95 |
|
Intl Flavors & Fragr Common
(IFF)
|
0.3 |
$7.6M |
|
123k |
61.54 |
|
Ishares Trust Core S&p Total Us Stk Mkt
(ITOT)
|
0.3 |
$7.3M |
|
50k |
145.65 |
|
Ishares Tr Natl Amt Free Muni B
(MUB)
|
0.2 |
$5.6M |
|
53k |
106.49 |
|
Vanguard Index Tr Small Cap
(VB)
|
0.2 |
$5.6M |
|
22k |
254.28 |
|
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.2 |
$3.6M |
|
112k |
31.62 |
|
Spdr Ser Tr Nuveen Ice Strm Muni
(SHM)
|
0.1 |
$2.9M |
|
61k |
48.22 |
|
Vanguard Index Tr Total Stock Market
(VTI)
|
0.1 |
$1.5M |
|
4.7k |
328.17 |
|
Ishares Tr Cali Amt-free Muni B
(CMF)
|
0.1 |
$1.3M |
|
24k |
57.04 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
0.1 |
$1.3M |
|
17k |
80.17 |
|
Jpmorgan Chase & Co Common
(JPM)
|
0.1 |
$1.3M |
|
4.1k |
315.43 |
|
Alphabet Class A
(GOOGL)
|
0.1 |
$1.2M |
|
4.9k |
243.10 |
|
Ishares Trust Core S&p Mid-cap Etf
(IJH)
|
0.0 |
$1.2M |
|
18k |
65.26 |
|
Johnson & Johnson Common
(JNJ)
|
0.0 |
$1.1M |
|
6.1k |
185.43 |
|
Costco Whsl Corp Common
(COST)
|
0.0 |
$821k |
|
887.00 |
925.37 |
|
Vanguard Scottsdal Fds Vng Rus3000idx
(VTHR)
|
0.0 |
$779k |
|
2.6k |
294.32 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$691k |
|
1.9k |
355.47 |
|
Abbvie Common
(ABBV)
|
0.0 |
$678k |
|
2.9k |
231.54 |
|
Caterpillar Common
(CAT)
|
0.0 |
$620k |
|
1.3k |
477.15 |
|
Ishares Tr Core Tl Usd Bd
(IUSB)
|
0.0 |
$546k |
|
12k |
46.71 |
|
Morgan Stanley Common
(MS)
|
0.0 |
$545k |
|
3.4k |
158.96 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.0 |
$521k |
|
851.00 |
612.38 |
|
Stryker Corp Common
(SYK)
|
0.0 |
$501k |
|
1.4k |
369.67 |
|
Oracle Corp Common
(ORCL)
|
0.0 |
$457k |
|
1.6k |
281.24 |
|
Apollo Global Mgmt Common Stock
(APO)
|
0.0 |
$431k |
|
3.2k |
133.27 |
|
Abbott Labs Common
(ABT)
|
0.0 |
$406k |
|
3.0k |
133.94 |
|
Ishares Tr Core S&p Small-cap
(IJR)
|
0.0 |
$398k |
|
3.4k |
118.83 |
|
Tesla Motors
(TSLA)
|
0.0 |
$391k |
|
880.00 |
444.72 |
|
Vanguard Star Fund Tot Intl Stk Idx Fd
(VXUS)
|
0.0 |
$383k |
|
5.2k |
73.46 |
|
Ishares Russell 3000 Etf
(IWV)
|
0.0 |
$341k |
|
900.00 |
378.94 |
|
Vanguard World Mega Grwth Ind
(MGK)
|
0.0 |
$314k |
|
780.00 |
402.42 |
|
Vanguard Interme-term Corp Bd
(VCIT)
|
0.0 |
$307k |
|
3.7k |
84.11 |
|
Ishares Rus 1000 Grw Etf
(IWF)
|
0.0 |
$297k |
|
633.00 |
468.41 |
|
Deere & Co Common
(DE)
|
0.0 |
$281k |
|
614.00 |
457.26 |
|
Berkshire Hathaway Class B
(BRK.B)
|
0.0 |
$279k |
|
554.00 |
502.74 |
|
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.0 |
$264k |
|
5.0k |
53.03 |
|
Ishares Tr Ny Amt-free Muni Bd
(NYF)
|
0.0 |
$264k |
|
4.9k |
53.35 |
|
Spdr S&p 500 Etf Tr Units Ser 1 S&p
(SPY)
|
0.0 |
$259k |
|
388.00 |
666.18 |
|
Vanguard World Etf Mega Cap Index
(MGC)
|
0.0 |
$241k |
|
986.00 |
244.09 |
|
Procter & Gamble Company
(PG)
|
0.0 |
$233k |
|
1.5k |
153.65 |
|
Lilly Eli & Co Common
(LLY)
|
0.0 |
$215k |
|
282.00 |
763.00 |
|
Equinix Common
(EQIX)
|
0.0 |
$202k |
|
258.00 |
783.24 |