Apple Equities
(AAPL)
|
7.3 |
$9.9M |
|
57k |
174.74 |
Microsoft Corp Equities
(MSFT)
|
6.9 |
$9.3M |
|
30k |
308.95 |
Abbvie Equities
(ABBV)
|
5.2 |
$7.0M |
|
43k |
162.50 |
Abbott Laboratories Equities
(ABT)
|
3.5 |
$4.7M |
|
40k |
118.89 |
Johnson And Johnson Equities
(JNJ)
|
2.5 |
$3.4M |
|
19k |
176.90 |
Vanguard Value Etf Equities
(VTV)
|
2.5 |
$3.3M |
|
23k |
147.78 |
Procter & Gamble Equities
(PG)
|
2.3 |
$3.1M |
|
20k |
153.04 |
Ishares Russell Mid-cap Equities
(IWR)
|
2.1 |
$2.8M |
|
36k |
78.06 |
Ishares Core S&p 500 Equities
(IVV)
|
2.0 |
$2.7M |
|
6.0k |
453.70 |
Ishares Russell 2000 Equities
(IWM)
|
2.0 |
$2.7M |
|
13k |
205.28 |
Costco Wholesale Corp Equities
(COST)
|
1.9 |
$2.6M |
|
4.5k |
574.85 |
Vanguard Growth Etf Equities
(VUG)
|
1.9 |
$2.6M |
|
8.9k |
287.59 |
Exxon Mobil Corp Equities
(XOM)
|
1.9 |
$2.6M |
|
31k |
82.51 |
Ishares Core Msci Tot Intl Stoc Equities
(IXUS)
|
1.9 |
$2.5M |
|
37k |
68.97 |
Nuveen California Quality Muni Fixed Income
(NAC)
|
1.7 |
$2.3M |
|
173k |
13.12 |
Spdr S&p Midcap 400 Equities
(MDY)
|
1.6 |
$2.2M |
|
4.5k |
490.37 |
Jpmorgan Chase & Co Equities
(JPM)
|
1.6 |
$2.2M |
|
16k |
136.51 |
Automatic Data Processing Equities
(ADP)
|
1.6 |
$2.2M |
|
9.5k |
227.53 |
Disney Walt Equities
(DIS)
|
1.6 |
$2.1M |
|
15k |
137.17 |
Vanguard High Dividend Yield Et Equities
(VYM)
|
1.3 |
$1.8M |
|
16k |
112.21 |
Ishares Core Us Aggregate Bond Fixed Income
(AGG)
|
1.3 |
$1.8M |
|
17k |
107.11 |
Nextera Energy Equities
(NEE)
|
1.3 |
$1.8M |
|
21k |
84.75 |
Deere & Company Equities
(DE)
|
1.2 |
$1.6M |
|
3.9k |
404.76 |
Schwab U S Large Cap Etf Equities
(SCHX)
|
1.1 |
$1.5M |
|
29k |
53.86 |
Spdr Series Trust Spdr Dow Jone Equities
(RWR)
|
1.0 |
$1.4M |
|
12k |
117.21 |
Alphabet Inc Cap Stk Cl C Equities
(GOOG)
|
1.0 |
$1.4M |
|
502.00 |
2777.78 |
Chubb Equities
(CB)
|
1.0 |
$1.4M |
|
6.5k |
213.46 |
Vanguard Large Cap Etf Equities
(VV)
|
1.0 |
$1.3M |
|
6.3k |
208.44 |
Pepsico Equities
(PEP)
|
1.0 |
$1.3M |
|
7.7k |
167.74 |
Coca Cola Equities
(KO)
|
0.9 |
$1.2M |
|
19k |
62.50 |
Ishares Msci Eafe Equities
(EFA)
|
0.9 |
$1.2M |
|
16k |
73.97 |
Chevron Corp Equities
(CVX)
|
0.8 |
$1.1M |
|
6.9k |
163.87 |
Schwab U S Dividend Equity Etf Equities
(SCHD)
|
0.8 |
$1.1M |
|
14k |
78.85 |
Mcdonalds Corp Equities
(MCD)
|
0.8 |
$1.1M |
|
4.5k |
246.67 |
Raytheon Techs Corp Equities
(RTX)
|
0.8 |
$1.1M |
|
11k |
99.33 |
Wells Fargo & Company Equities
(WFC)
|
0.8 |
$1.0M |
|
21k |
48.38 |
Target Corp Equities
(TGT)
|
0.7 |
$974k |
|
4.6k |
210.00 |
Becton Dickinson & Co Equities
(BDX)
|
0.7 |
$969k |
|
3.6k |
266.15 |
Vanguard Ftse Emerging Mkts Etf Equities
(VWO)
|
0.7 |
$945k |
|
21k |
45.51 |
Honeywell International Equities
(HON)
|
0.7 |
$927k |
|
4.6k |
200.00 |
Intel Corp Equities
(INTC)
|
0.7 |
$897k |
|
18k |
49.62 |
Vanguard Short-term Bond Etf Fixed Income
(BSV)
|
0.7 |
$895k |
|
12k |
77.91 |
Alphabet Inc Cap Stk Cl A Equities
(GOOGL)
|
0.7 |
$888k |
|
317.00 |
2800.00 |
Linde Equities
|
0.6 |
$853k |
|
2.7k |
320.00 |
Qualcomm Equities
(QCOM)
|
0.6 |
$833k |
|
5.4k |
155.00 |
Csx Corp Equities
(CSX)
|
0.6 |
$825k |
|
22k |
37.93 |
Ishares Russell 2000 Growth Equities
(IWO)
|
0.6 |
$798k |
|
3.1k |
254.83 |
Vanguard S&p 500 Index Etf Equities
(VOO)
|
0.6 |
$785k |
|
1.9k |
415.34 |
Verizon Communications Equities
(VZ)
|
0.6 |
$773k |
|
15k |
50.89 |
Ishares S&p Mid-cap 400 Value Equities
(IJJ)
|
0.6 |
$754k |
|
6.9k |
109.56 |
Vanguard Ftse Developed Markets Equities
(VEA)
|
0.6 |
$745k |
|
16k |
48.06 |
Pfizer Equities
(PFE)
|
0.5 |
$722k |
|
14k |
51.68 |
Vanguard Short-term Corp Bd Idx Fixed Income
(VCSH)
|
0.5 |
$719k |
|
9.2k |
78.06 |
Cisco Systems Equities
(CSCO)
|
0.5 |
$713k |
|
13k |
55.79 |
S&p Global Equities
(SPGI)
|
0.5 |
$688k |
|
1.7k |
410.89 |
International Business Machines Equities
(IBM)
|
0.5 |
$675k |
|
5.2k |
129.78 |
Schwab Us Small Cap Etf Equities
(SCHA)
|
0.5 |
$656k |
|
14k |
47.39 |
Bristol-myers Squibb Equities
(BMY)
|
0.5 |
$646k |
|
8.9k |
72.46 |
United Parcel Service Cl B Equities
(UPS)
|
0.5 |
$618k |
|
2.9k |
216.37 |
Vf Corporation Equities
(VFC)
|
0.5 |
$614k |
|
11k |
56.99 |
Thermo Fisher Scientific Equities
(TMO)
|
0.4 |
$598k |
|
1.0k |
590.33 |
Pimco California Muni Income Fu Fixed Income
(PCQ)
|
0.4 |
$588k |
|
37k |
15.71 |
Amazon.com Equities
(AMZN)
|
0.4 |
$584k |
|
177.00 |
3300.00 |
Camden Property Trust Equities
(CPT)
|
0.4 |
$561k |
|
3.4k |
166.67 |
Harley Davidson Equities
(HOG)
|
0.4 |
$552k |
|
14k |
39.43 |
Ishares Msci Emg Mkt Etf Equities
(EEM)
|
0.4 |
$552k |
|
12k |
45.19 |
Ishares S&p Midcap 400 Growth E Equities
(IJK)
|
0.4 |
$541k |
|
7.0k |
77.34 |
Invesco Senior Loan Etf Fixed Income
(BKLN)
|
0.4 |
$541k |
|
25k |
21.76 |
Visa Inc Cl A Equities
(V)
|
0.4 |
$516k |
|
2.3k |
221.94 |
Novartis Equities
(NVS)
|
0.4 |
$505k |
|
5.8k |
87.69 |
Ishares Core S&p Mid Cap Etf Equities
(IJH)
|
0.4 |
$491k |
|
1.8k |
268.45 |
Oracle Corp Equities
(ORCL)
|
0.4 |
$472k |
|
5.7k |
83.00 |
Starbucks Corp Equities
(SBUX)
|
0.3 |
$466k |
|
5.1k |
90.91 |
Ishares Russell 2000 Value Equities
(IWN)
|
0.3 |
$462k |
|
2.9k |
161.64 |
Cvs Health Corporation Equities
(CVS)
|
0.3 |
$426k |
|
4.0k |
106.67 |
3M Equities
(MMM)
|
0.3 |
$424k |
|
2.8k |
148.78 |
Sunoco Ltd Partnership Equities
(SUN)
|
0.3 |
$421k |
|
10k |
40.87 |
Vanguard Total Stock Market Etf Equities
(VTI)
|
0.3 |
$403k |
|
1.8k |
227.68 |
Expeditors International Equities
(EXPD)
|
0.3 |
$392k |
|
3.8k |
103.16 |
Sun Life Financial Equities
(SLF)
|
0.3 |
$391k |
|
7.0k |
55.83 |
Merck & Co Equities
(MRK)
|
0.3 |
$368k |
|
4.6k |
80.00 |
Norfolk Southern Corp Equities
(NSC)
|
0.3 |
$368k |
|
1.3k |
285.27 |
Fedex Corp Equities
(FDX)
|
0.3 |
$364k |
|
1.6k |
232.00 |
Vanguard Reit Etf Equities
(VNQ)
|
0.3 |
$363k |
|
3.4k |
108.26 |
Vanguard Ftse All-world Ex-us Equities
(VEU)
|
0.3 |
$362k |
|
6.3k |
57.62 |
Invesco Ftse Rafi Us 1000 Etf Equities
(PRF)
|
0.3 |
$362k |
|
2.1k |
171.00 |
American Express Equities
(AXP)
|
0.3 |
$360k |
|
1.9k |
185.00 |
Ishares Core Msci Intl Dev Mkts Equities
(IDEV)
|
0.3 |
$360k |
|
5.7k |
63.55 |
Saratoga Investment Corp Equities
(SAR)
|
0.3 |
$354k |
|
13k |
27.23 |
Comcast Corp Class A Equities
(CMCSA)
|
0.3 |
$343k |
|
7.2k |
47.62 |
Amgen Equities
(AMGN)
|
0.3 |
$342k |
|
1.4k |
241.67 |
Philip Morris Intl Equities
(PM)
|
0.3 |
$340k |
|
3.6k |
94.42 |
Alliance Bernstein Holding Lp U Equities
(AB)
|
0.2 |
$329k |
|
7.0k |
47.00 |
Lowes Companies Equities
(LOW)
|
0.2 |
$329k |
|
1.6k |
203.39 |
Berkshire Hathaway Inc B Equities
(BRK.B)
|
0.2 |
$326k |
|
923.00 |
353.20 |
At&t Equities
(T)
|
0.2 |
$321k |
|
14k |
23.82 |
Ishares Core Msci Emerging Mkts Equities
(IEMG)
|
0.2 |
$314k |
|
5.6k |
55.63 |
Delek Logistics Partners Equities
(DKL)
|
0.2 |
$308k |
|
7.0k |
44.00 |
Emerson Electric Equities
(EMR)
|
0.2 |
$287k |
|
2.9k |
98.54 |
Knot Offshore Partners Equities
(KNOP)
|
0.2 |
$287k |
|
17k |
16.88 |
Phillips 66 Equities
(PSX)
|
0.2 |
$281k |
|
3.2k |
86.96 |
Ishares Msci Usa Quality Factor Equities
(QUAL)
|
0.2 |
$279k |
|
2.1k |
134.85 |
Mondelez Intl Inc Cl A Equities
(MDLZ)
|
0.2 |
$276k |
|
4.4k |
62.67 |
General Mills Equities
(GIS)
|
0.2 |
$274k |
|
4.0k |
67.65 |
Cummins Equities
(CMI)
|
0.2 |
$265k |
|
1.3k |
208.00 |
Carrier Global Corp Equities
(CARR)
|
0.2 |
$257k |
|
5.6k |
45.87 |
Walmart Equities
(WMT)
|
0.2 |
$253k |
|
1.7k |
149.01 |
General Electric Equities
(GE)
|
0.2 |
$252k |
|
2.8k |
89.80 |
Broadcom Equities
(AVGO)
|
0.2 |
$249k |
|
395.00 |
629.63 |
Vanguard Total Intl Bd Idx Etf Fixed Income
(BNDX)
|
0.2 |
$248k |
|
4.7k |
52.44 |
Boeing Equities
(BA)
|
0.2 |
$242k |
|
1.3k |
191.46 |
American Tower Corp Equities
(AMT)
|
0.2 |
$233k |
|
915.00 |
254.72 |
Kimberly-clark Corp Equities
(KMB)
|
0.2 |
$229k |
|
1.9k |
123.49 |
Vanguard Mega Cap Growth Etf Equities
(MGK)
|
0.2 |
$226k |
|
960.00 |
235.42 |
Cheniere Energy Partners Lp Uni Equities
(CQP)
|
0.2 |
$225k |
|
4.0k |
56.25 |
Blackrock Equities
(BLK)
|
0.2 |
$220k |
|
288.00 |
763.89 |
Otis Worldwide Corp Equities
(OTIS)
|
0.2 |
$219k |
|
2.9k |
76.66 |
Accenture Plc Ireland Cl A Equities
(ACN)
|
0.2 |
$218k |
|
654.00 |
333.33 |
Vanguard Dividend Apprec Idx Et Equities
(VIG)
|
0.2 |
$217k |
|
1.3k |
162.18 |
Caterpillar Equities
(CAT)
|
0.2 |
$210k |
|
953.00 |
220.00 |
Dow Equities
(DOW)
|
0.2 |
$208k |
|
3.3k |
62.99 |
Bank Of America Corp Equities
(BAC)
|
0.2 |
$207k |
|
5.0k |
41.39 |
State Street Corporation Equities
(STT)
|
0.2 |
$207k |
|
2.4k |
87.06 |
Ishares Russell 1000 Growth Equities
(IWF)
|
0.1 |
$201k |
|
724.00 |
277.62 |