|
Ishares Tr Core Mscitotal
(IXUS)
|
7.3 |
$175M |
|
2.1M |
84.64 |
|
Alphabet Class C
(GOOG)
|
4.9 |
$118M |
|
377k |
313.80 |
|
Microsoft Corp Common
(MSFT)
|
4.3 |
$104M |
|
215k |
483.62 |
|
Amazon Common
(AMZN)
|
4.2 |
$101M |
|
436k |
230.82 |
|
Apple Common
(AAPL)
|
4.1 |
$99M |
|
365k |
271.86 |
|
Taiwan Semiconductor Sp Adr (5 Ord)
(TSM)
|
2.7 |
$66M |
|
217k |
303.89 |
|
Nvidia Corp Common
(NVDA)
|
2.4 |
$57M |
|
304k |
186.50 |
|
Meta Platforms Com Usd0.000006 Cl A
(META)
|
2.2 |
$53M |
|
80k |
660.09 |
|
Citigroup Common
(C)
|
2.1 |
$50M |
|
432k |
116.69 |
|
Broadcom Common
(AVGO)
|
2.1 |
$50M |
|
145k |
346.10 |
|
Rtx Corporation Com Usd1
(RTX)
|
2.1 |
$49M |
|
270k |
183.40 |
|
Agnc Invt Corp Com reit
(AGNC)
|
1.9 |
$46M |
|
4.3M |
10.72 |
|
Hyatt Hotels Corp Class A
(H)
|
1.8 |
$44M |
|
272k |
160.32 |
|
Labcorp Holdings Common
(LH)
|
1.7 |
$40M |
|
160k |
250.88 |
|
Sempra Common
(SRE)
|
1.6 |
$39M |
|
436k |
88.29 |
|
Medtronic Ordinary Shs $0.0001
(MDT)
|
1.5 |
$36M |
|
374k |
96.06 |
|
Visa Class A
(V)
|
1.3 |
$32M |
|
90k |
350.71 |
|
Walmart Common
(WMT)
|
1.3 |
$31M |
|
282k |
111.41 |
|
Goldman Sachs Group Common
(GS)
|
1.2 |
$30M |
|
34k |
878.99 |
|
Vertex Pharma Common
(VRTX)
|
1.2 |
$29M |
|
64k |
453.36 |
|
Intuit Common
(INTU)
|
1.2 |
$29M |
|
44k |
662.42 |
|
Gildan Activewear Common
(GIL)
|
1.2 |
$29M |
|
458k |
62.46 |
|
Vanguard U.s Momentum Factor Etf
(VFMO)
|
1.2 |
$28M |
|
147k |
191.25 |
|
Arista Networks In Com Usd0.0001
(ANET)
|
1.1 |
$27M |
|
208k |
131.03 |
|
Cisco Systems Common
(CSCO)
|
1.1 |
$27M |
|
354k |
77.03 |
|
Eaton Corporation Common
(ETN)
|
1.1 |
$27M |
|
83k |
318.51 |
|
Netflix Common
(NFLX)
|
1.1 |
$26M |
|
273k |
93.76 |
|
Otis Worldwide Corp Common Usd0.01
(OTIS)
|
1.0 |
$25M |
|
289k |
87.35 |
|
Fedex Corp Common
(FDX)
|
1.0 |
$25M |
|
87k |
288.86 |
|
Analog Devices Common
(ADI)
|
1.0 |
$24M |
|
90k |
271.20 |
|
Ishares Msci Usa Equal Weighted Etf
(EUSA)
|
1.0 |
$24M |
|
235k |
103.37 |
|
Charles Schwab Corporation
(SCHW)
|
1.0 |
$24M |
|
241k |
99.91 |
|
Honeywell Intl Common
(HON)
|
1.0 |
$23M |
|
118k |
195.09 |
|
Boeing Common
(BA)
|
0.9 |
$23M |
|
104k |
217.12 |
|
Salesforce Common
(CRM)
|
0.9 |
$23M |
|
85k |
264.91 |
|
Astrazeneca Sp Adr (1/2 Ord)
(AZN)
|
0.9 |
$22M |
|
240k |
91.93 |
|
Home Depot Common
(HD)
|
0.9 |
$22M |
|
64k |
344.10 |
|
Fortinet Common
(FTNT)
|
0.9 |
$22M |
|
274k |
79.41 |
|
Bank Of America Corp Common
(BAC)
|
0.9 |
$22M |
|
396k |
55.00 |
|
Chevron Corp Common
(CVX)
|
0.9 |
$21M |
|
136k |
152.41 |
|
Qualcomm Common
(QCOM)
|
0.9 |
$21M |
|
120k |
171.05 |
|
Becton Dickinson Common
(BDX)
|
0.9 |
$21M |
|
106k |
194.07 |
|
Cvs Health Corp Common
(CVS)
|
0.8 |
$20M |
|
251k |
79.36 |
|
T-mobile Us Common
(TMUS)
|
0.8 |
$20M |
|
97k |
203.04 |
|
Intercontinental Exchange
(ICE)
|
0.8 |
$20M |
|
121k |
161.96 |
|
Progressive Corp Common
(PGR)
|
0.8 |
$19M |
|
85k |
227.72 |
|
Trimble Com Npv
(TRMB)
|
0.8 |
$19M |
|
243k |
78.35 |
|
Silicon Labs Common
(SLAB)
|
0.8 |
$19M |
|
146k |
130.70 |
|
Philip Morris Intl Common
(PM)
|
0.8 |
$19M |
|
117k |
160.40 |
|
Vanguard Mun Bd Inc Tax-exempt Bd
(VTEB)
|
0.8 |
$19M |
|
372k |
50.29 |
|
Vaneck Etf Tr Amt Free Intmunetf
(ITM)
|
0.8 |
$18M |
|
387k |
47.16 |
|
Dynatrace Holdings Common
(DT)
|
0.7 |
$18M |
|
414k |
43.34 |
|
Exelon Corp Common
(EXC)
|
0.7 |
$18M |
|
403k |
43.59 |
|
Camden Ppty Tr Sh Ben Int
(CPT)
|
0.7 |
$17M |
|
157k |
110.08 |
|
The Cigna Group Common Usd0.01
(CI)
|
0.7 |
$17M |
|
62k |
275.23 |
|
Eog Resources Common
(EOG)
|
0.7 |
$17M |
|
162k |
105.01 |
|
Corteva
(CTVA)
|
0.7 |
$17M |
|
252k |
67.03 |
|
First Intst Bancsys Class A
(FIBK)
|
0.7 |
$17M |
|
482k |
34.60 |
|
Lowes Common
(LOW)
|
0.7 |
$16M |
|
68k |
241.16 |
|
Terreno Rlty Corp Common
(TRNO)
|
0.7 |
$16M |
|
277k |
58.71 |
|
Bristol Myers Squibb Common
(BMY)
|
0.7 |
$16M |
|
300k |
53.94 |
|
Constellation Brands Class A
(STZ)
|
0.7 |
$16M |
|
117k |
137.96 |
|
Norfolk Southern Common
(NSC)
|
0.7 |
$16M |
|
55k |
288.72 |
|
Elanco Animal Health Common
(ELAN)
|
0.6 |
$15M |
|
681k |
22.63 |
|
Cubesmart Common
(CUBE)
|
0.6 |
$15M |
|
426k |
36.05 |
|
Comcast Corp Class A
(CMCSA)
|
0.6 |
$15M |
|
498k |
29.89 |
|
Paypal Holdings
(PYPL)
|
0.6 |
$15M |
|
254k |
58.38 |
|
Pfizer Common
(PFE)
|
0.6 |
$14M |
|
558k |
24.90 |
|
Las Vegas Sands Corp Common
(LVS)
|
0.6 |
$14M |
|
209k |
65.09 |
|
Standardaero Common Stock
(SARO)
|
0.5 |
$13M |
|
448k |
28.68 |
|
Fuller H B Com Usd1
(FUL)
|
0.5 |
$12M |
|
204k |
59.46 |
|
Jpmorgan Ultra-shrt Municipal
(JMST)
|
0.4 |
$10M |
|
202k |
50.94 |
|
Wa Common
(WAFD)
|
0.4 |
$10M |
|
312k |
32.03 |
|
EQT Corporation
(EQT)
|
0.4 |
$9.9M |
|
184k |
53.60 |
|
Linde SHS
(LIN)
|
0.4 |
$9.8M |
|
23k |
426.39 |
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.4 |
$9.4M |
|
136k |
69.42 |
|
Adobe Common
(ADBE)
|
0.4 |
$9.1M |
|
26k |
349.99 |
|
Diamondback Energy Common
(FANG)
|
0.4 |
$8.7M |
|
58k |
150.33 |
|
Vanguard Whitehall F High Div Yld
(VYM)
|
0.3 |
$8.3M |
|
58k |
143.52 |
|
Bellring Brands Com Usd0.01
(BRBR)
|
0.3 |
$8.0M |
|
301k |
26.73 |
|
Ishares Trust Core S&p Total Us Stk Mkt
(ITOT)
|
0.3 |
$7.5M |
|
50k |
148.69 |
|
Solstice Advanced Common
|
0.2 |
$5.5M |
|
113k |
48.58 |
|
Vanguard Index Tr Small Cap
(VB)
|
0.2 |
$5.5M |
|
21k |
257.95 |
|
Ishares Tr Natl Amt Free Muni B
(MUB)
|
0.2 |
$5.3M |
|
50k |
107.11 |
|
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.1 |
$3.5M |
|
114k |
30.96 |
|
Spdr Ser Tr State Str Nuvn Ice S
(SHM)
|
0.1 |
$2.0M |
|
41k |
47.99 |
|
Alphabet Class A
(GOOGL)
|
0.1 |
$1.6M |
|
5.3k |
313.00 |
|
Vanguard Scottsdal Fds Vng Rus3000idx
(VTHR)
|
0.1 |
$1.6M |
|
5.3k |
300.33 |
|
Vanguard Index Tr Total Stock Market
(VTI)
|
0.1 |
$1.5M |
|
4.6k |
335.27 |
|
Ishares Tr Cali Amt-free Muni B
(CMF)
|
0.1 |
$1.3M |
|
23k |
57.46 |
|
Jpmorgan Chase & Co Common
(JPM)
|
0.1 |
$1.3M |
|
4.2k |
322.22 |
|
Johnson & Johnson Common
(JNJ)
|
0.1 |
$1.2M |
|
6.0k |
206.95 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
0.0 |
$1.1M |
|
14k |
82.48 |
|
Costco Whsl Corp Common
(COST)
|
0.0 |
$910k |
|
1.1k |
862.14 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.0 |
$889k |
|
1.4k |
627.13 |
|
Spdr S&p 500 Etf Tr Units Ser 1 S&p
(SPY)
|
0.0 |
$876k |
|
1.3k |
681.92 |
|
Caterpillar Common
(CAT)
|
0.0 |
$819k |
|
1.4k |
572.87 |
|
Abbvie Common
(ABBV)
|
0.0 |
$806k |
|
3.5k |
228.49 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$771k |
|
1.9k |
396.31 |
|
Southern Common
(SO)
|
0.0 |
$695k |
|
8.0k |
87.20 |
|
Ishares Trust Core S&p Mid-cap Etf
(IJH)
|
0.0 |
$643k |
|
9.7k |
66.00 |
|
Morgan Stanley Common
(MS)
|
0.0 |
$608k |
|
3.4k |
177.53 |
|
Ishares Tr Core Universal Usd
(IUSB)
|
0.0 |
$551k |
|
12k |
46.54 |
|
Stryker Corp Common
(SYK)
|
0.0 |
$476k |
|
1.4k |
351.47 |
|
Apollo Global Mgmt Common Stock
(APO)
|
0.0 |
$468k |
|
3.2k |
144.76 |
|
Abbott Labs Common
(ABT)
|
0.0 |
$411k |
|
3.3k |
125.29 |
|
Ishares Russell 3000 Etf
(IWV)
|
0.0 |
$406k |
|
1.1k |
386.85 |
|
Ishares Tr Core S&p Small-cap
(IJR)
|
0.0 |
$403k |
|
3.4k |
120.18 |
|
Tesla Motors
(TSLA)
|
0.0 |
$400k |
|
890.00 |
449.72 |
|
Vanguard Star Fund Tot Intl Stk Idx Fd
(VXUS)
|
0.0 |
$393k |
|
5.2k |
75.44 |
|
Ishares Rus 1000 Grw Etf
(IWF)
|
0.0 |
$339k |
|
717.00 |
473.30 |
|
Vanguard World Mega Grwth Ind
(MGK)
|
0.0 |
$322k |
|
780.00 |
412.77 |
|
Oracle Corp Common
(ORCL)
|
0.0 |
$317k |
|
1.6k |
194.91 |
|
Vanguard Bd Index Etf Short Trm Bond
(BSV)
|
0.0 |
$315k |
|
4.0k |
78.81 |
|
Deere & Co Common
(DE)
|
0.0 |
$314k |
|
674.00 |
465.57 |
|
Lilly Eli & Co Common
(LLY)
|
0.0 |
$303k |
|
282.00 |
1074.68 |
|
Berkshire Hathaway Class B
(BRK.B)
|
0.0 |
$283k |
|
562.00 |
502.65 |
|
Ishares Tr Ny Amt-free Muni Bd
(NYF)
|
0.0 |
$264k |
|
4.9k |
53.51 |
|
Vanguard World Etf Mega Cap Index
(MGC)
|
0.0 |
$248k |
|
986.00 |
251.17 |