Microsoft Corp Equities
(MSFT)
|
8.5 |
$17M |
|
38k |
430.30 |
Apple Equities
(AAPL)
|
7.2 |
$14M |
|
60k |
233.00 |
Abbvie Equities
(ABBV)
|
4.2 |
$8.2M |
|
41k |
197.48 |
Costco Wholesale Corp Equities
(COST)
|
2.5 |
$4.9M |
|
5.6k |
886.52 |
Abbott Laboratories Equities
(ABT)
|
2.3 |
$4.4M |
|
39k |
114.01 |
Exxon Mobil Corp Equities
(XOM)
|
2.1 |
$4.1M |
|
35k |
117.22 |
Vanguard Value Etf Equities
(VTV)
|
2.0 |
$4.0M |
|
23k |
174.48 |
Johnson And Johnson Equities
(JNJ)
|
2.0 |
$4.0M |
|
24k |
162.06 |
Chevron Corp Equities
(CVX)
|
2.0 |
$3.8M |
|
26k |
147.27 |
Ishares Core S&p 500 Equities
(IVV)
|
2.0 |
$3.8M |
|
6.7k |
576.82 |
Ishares Russell Mid-cap Equities
(IWR)
|
1.9 |
$3.8M |
|
43k |
88.14 |
Vanguard Growth Etf Equities
(VUG)
|
1.9 |
$3.7M |
|
9.7k |
383.95 |
Procter & Gamble Equities
(PG)
|
1.8 |
$3.5M |
|
20k |
173.20 |
Vanguard High Dividend Yield Et Equities
(VYM)
|
1.6 |
$3.2M |
|
25k |
128.20 |
Ishares Russell 2000 Equities
(IWM)
|
1.5 |
$3.0M |
|
13k |
220.89 |
Jpmorgan Chase & Co Equities
(JPM)
|
1.5 |
$2.9M |
|
14k |
210.86 |
Automatic Data Processing Equities
(ADP)
|
1.4 |
$2.8M |
|
9.9k |
276.73 |
Ishares Core Msci Tot Intl Stoc Equities
(IXUS)
|
1.4 |
$2.7M |
|
38k |
72.64 |
Spdr S&p Midcap 400 Equities
(MDY)
|
1.3 |
$2.6M |
|
4.5k |
569.66 |
Ishares Core Us Aggregate Bond Fixed Income
(AGG)
|
1.2 |
$2.3M |
|
23k |
101.27 |
SPDR S&P 500 Equities
(SPY)
|
1.2 |
$2.3M |
|
4.0k |
573.76 |
Chubb Equities
(CB)
|
1.2 |
$2.3M |
|
7.9k |
288.39 |
Berkshire Hathaway Inc B Equities
(BRK.B)
|
1.2 |
$2.3M |
|
4.9k |
460.26 |
Raytheon Techs Corp Equities
(RTX)
|
1.1 |
$2.0M |
|
17k |
121.16 |
Schwab U S Large Cap Etf Equities
(SCHX)
|
1.0 |
$1.9M |
|
29k |
67.85 |
Schwab U S Dividend Equity Etf Equities
(SCHD)
|
1.0 |
$1.9M |
|
22k |
84.53 |
Nextera Energy Equities
(NEE)
|
0.9 |
$1.8M |
|
21k |
84.53 |
Nuveen California Quality Muni Fixed Income
(NAC)
|
0.9 |
$1.8M |
|
148k |
11.89 |
Ishares Msci Eafe Equities
(EFA)
|
0.9 |
$1.7M |
|
20k |
83.63 |
Coca Cola Equities
(KO)
|
0.9 |
$1.7M |
|
24k |
71.86 |
Nike Inc Cl B Equities
(NKE)
|
0.9 |
$1.7M |
|
19k |
88.40 |
Vanguard Large Cap Etf Equities
(VV)
|
0.8 |
$1.6M |
|
6.3k |
263.29 |
Alphabet Inc Cap Stk Cl C Equities
(GOOG)
|
0.8 |
$1.6M |
|
9.7k |
167.19 |
Vanguard Total Stock Market Etf Equities
(VTI)
|
0.8 |
$1.6M |
|
5.6k |
283.16 |
Pepsico Equities
(PEP)
|
0.8 |
$1.6M |
|
9.2k |
170.05 |
Disney Walt Equities
(DIS)
|
0.8 |
$1.5M |
|
16k |
96.20 |
Alphabet Inc Cap Stk Cl A Equities
(GOOGL)
|
0.8 |
$1.5M |
|
8.9k |
165.85 |
Vanguard Ftse Developed Markets Equities
(VEA)
|
0.7 |
$1.4M |
|
27k |
52.81 |
Wells Fargo & Company Equities
(WFC)
|
0.7 |
$1.4M |
|
24k |
56.49 |
Mcdonalds Corp Equities
(MCD)
|
0.7 |
$1.3M |
|
4.4k |
304.51 |
Broadcom Equities
(AVGO)
|
0.7 |
$1.3M |
|
7.4k |
172.50 |
Spdr Series Trust Spdr Dow Jone Equities
(RWR)
|
0.7 |
$1.3M |
|
12k |
106.73 |
Novartis Equities
(NVS)
|
0.6 |
$1.2M |
|
10k |
115.02 |
Amazon.com Equities
(AMZN)
|
0.6 |
$1.2M |
|
6.2k |
186.33 |
Visa Inc Cl A Equities
(V)
|
0.6 |
$1.1M |
|
4.1k |
274.95 |
Vanguard Ftse Emerging Mkts Etf Equities
(VWO)
|
0.6 |
$1.1M |
|
23k |
47.85 |
Lowes Companies Equities
(LOW)
|
0.6 |
$1.1M |
|
4.0k |
270.85 |
S&p Global Equities
(SPGI)
|
0.6 |
$1.1M |
|
2.1k |
516.62 |
Vanguard Russell 1000 Growth In Equities
(VONG)
|
0.6 |
$1.1M |
|
11k |
96.52 |
Vanguard Russell 1000 Value Ind Equities
(VONV)
|
0.5 |
$1.0M |
|
12k |
83.34 |
Pfizer Equities
(PFE)
|
0.5 |
$1.0M |
|
35k |
28.94 |
Oracle Corp Equities
(ORCL)
|
0.5 |
$986k |
|
5.8k |
170.40 |
Linde Equities
(LIN)
|
0.5 |
$976k |
|
2.0k |
476.86 |
Qualcomm Equities
(QCOM)
|
0.5 |
$969k |
|
5.7k |
170.05 |
Honeywell International Equities
(HON)
|
0.5 |
$940k |
|
4.5k |
206.71 |
Cummins Equities
(CMI)
|
0.5 |
$936k |
|
2.9k |
323.79 |
Ishares Russell 2000 Growth Equities
(IWO)
|
0.5 |
$888k |
|
3.1k |
284.30 |
Ishares Core Msci Eafe Etf Equities
(IEFA)
|
0.5 |
$888k |
|
11k |
78.04 |
Deere & Company Equities
(DE)
|
0.4 |
$873k |
|
2.1k |
417.33 |
Cisco Systems Equities
(CSCO)
|
0.4 |
$806k |
|
15k |
53.22 |
Us Bancorp Equities
(USB)
|
0.4 |
$804k |
|
18k |
45.73 |
Merck & Co Equities
(MRK)
|
0.4 |
$803k |
|
7.1k |
113.56 |
Csx Corp Equities
(CSX)
|
0.4 |
$771k |
|
22k |
34.53 |
Accenture Plc Ireland Cl A Equities
(ACN)
|
0.4 |
$760k |
|
2.1k |
353.48 |
International Business Machines Equities
(IBM)
|
0.4 |
$739k |
|
3.3k |
221.08 |
Spdr Port Intermediate Term Cor Fixed Income
(SPIB)
|
0.4 |
$722k |
|
21k |
33.71 |
Ecolab Equities
(ECL)
|
0.4 |
$713k |
|
2.8k |
255.33 |
Ishares Core S&p Mid Cap Etf Equities
(IJH)
|
0.4 |
$709k |
|
11k |
62.32 |
Becton Dickinson & Co Equities
(BDX)
|
0.4 |
$685k |
|
2.8k |
241.10 |
Ishares Core Msci Emerging Mkts Equities
(IEMG)
|
0.4 |
$684k |
|
12k |
57.41 |
Schwab Us Small Cap Etf Equities
(SCHA)
|
0.3 |
$659k |
|
13k |
51.50 |
Bristol-myers Squibb Equities
(BMY)
|
0.3 |
$650k |
|
13k |
51.74 |
Ishares S&p Mid-cap 400 Value Equities
(IJJ)
|
0.3 |
$650k |
|
5.2k |
123.82 |
Thermo Fisher Scientific Equities
(TMO)
|
0.3 |
$645k |
|
1.0k |
618.57 |
Target Corp Equities
(TGT)
|
0.3 |
$638k |
|
4.1k |
155.86 |
Ishares Msci Emg Mkt Etf Equities
(EEM)
|
0.3 |
$627k |
|
14k |
45.86 |
Ishares Broad Usd Invt Grade Fixed Income
(USIG)
|
0.3 |
$621k |
|
12k |
52.58 |
Altria Group Equities
(MO)
|
0.3 |
$610k |
|
12k |
51.04 |
Verizon Communications Equities
(VZ)
|
0.3 |
$600k |
|
13k |
44.91 |
Tesla Equities
(TSLA)
|
0.3 |
$597k |
|
2.3k |
261.63 |
Vanguard Short-term Bond Etf Fixed Income
(BSV)
|
0.3 |
$595k |
|
7.6k |
78.70 |
Vanguard Mid Cap Etf Equities
(VO)
|
0.3 |
$593k |
|
2.2k |
263.79 |
Amgen Equities
(AMGN)
|
0.3 |
$581k |
|
1.8k |
322.21 |
General Electric Equities
(GE)
|
0.3 |
$551k |
|
2.9k |
188.57 |
Ishares National Amt-free Muni Fixed Income
(MUB)
|
0.3 |
$543k |
|
5.0k |
108.63 |
Mckesson Corp Equities
(MCK)
|
0.3 |
$531k |
|
1.1k |
494.42 |
Ishares S&p Midcap 400 Growth E Equities
(IJK)
|
0.3 |
$522k |
|
5.7k |
91.96 |
Caterpillar Equities
(CAT)
|
0.3 |
$517k |
|
1.3k |
391.12 |
Mastercard Inc Class A Equities
(MA)
|
0.3 |
$517k |
|
1.0k |
493.80 |
Vanguard S&p 500 Index Etf Equities
(VOO)
|
0.3 |
$500k |
|
947.00 |
527.70 |
Ishares 3-7 Year Treasury Bond Fixed Income
(IEI)
|
0.3 |
$499k |
|
4.2k |
119.59 |
Harley Davidson Equities
(HOG)
|
0.3 |
$489k |
|
13k |
38.53 |
Ishares Russell 2000 Value Equities
(IWN)
|
0.2 |
$486k |
|
2.9k |
166.96 |
Ishares Msci Usa Quality Factor Equities
(QUAL)
|
0.2 |
$484k |
|
2.7k |
179.26 |
Sunoco Ltd Partnership Equities
(SUN)
|
0.2 |
$483k |
|
9.0k |
53.68 |
Boeing Equities
(BA)
|
0.2 |
$483k |
|
3.2k |
152.04 |
Eli Lilly & Co Equities
(LLY)
|
0.2 |
$477k |
|
538.00 |
885.94 |
Expeditors International Equities
(EXPD)
|
0.2 |
$470k |
|
3.6k |
131.40 |
Zoetis Equities
(ZTS)
|
0.2 |
$441k |
|
2.3k |
195.38 |
Starbucks Corp Equities
(SBUX)
|
0.2 |
$439k |
|
4.5k |
97.49 |
Meta Platforms Equities
(META)
|
0.2 |
$424k |
|
740.00 |
572.44 |
First Tr Low Dur Opportunites E Fixed Income
(LMBS)
|
0.2 |
$423k |
|
8.6k |
49.41 |
Fedex Corp Equities
(FDX)
|
0.2 |
$423k |
|
1.5k |
273.68 |
Vanguard Dividend Apprec Idx Et Equities
(VIG)
|
0.2 |
$421k |
|
2.1k |
198.06 |
Vanguard Reit Etf Equities
(VNQ)
|
0.2 |
$415k |
|
4.3k |
97.42 |
Ishares Russell 1000 Growth Equities
(IWF)
|
0.2 |
$411k |
|
1.1k |
375.70 |
Walmart Equities
(WMT)
|
0.2 |
$408k |
|
5.1k |
80.75 |
Phillips 66 Equities
(PSX)
|
0.2 |
$399k |
|
3.0k |
131.45 |
Philip Morris Intl Equities
(PM)
|
0.2 |
$398k |
|
3.3k |
121.40 |
American Express Equities
(AXP)
|
0.2 |
$393k |
|
1.4k |
271.20 |
Vanguard Russell 2000 Index Equities
(VTWO)
|
0.2 |
$388k |
|
4.3k |
89.35 |
Canadian Pacific Kansas City Lt Equities
(CP)
|
0.2 |
$386k |
|
4.5k |
85.54 |
Ishares Russell Mid-cap Value Equities
(IWS)
|
0.2 |
$376k |
|
2.8k |
132.25 |
Pimco California Muni Income Fu Fixed Income
(PCQ)
|
0.2 |
$373k |
|
37k |
9.96 |
Sun Life Financial Equities
(SLF)
|
0.2 |
$370k |
|
6.4k |
58.02 |
Cvs Health Corporation Equities
(CVS)
|
0.2 |
$353k |
|
5.6k |
62.88 |
Camden Property Trust Equities
(CPT)
|
0.2 |
$338k |
|
2.7k |
123.53 |
Home Depot Equities
(HD)
|
0.2 |
$334k |
|
825.00 |
405.20 |
Capital Group Core Plus Income Fixed Income
(CGCP)
|
0.2 |
$332k |
|
14k |
23.12 |
Carrier Global Corp Equities
(CARR)
|
0.2 |
$331k |
|
4.1k |
80.49 |
Comcast Corp Class A Equities
(CMCSA)
|
0.2 |
$328k |
|
7.9k |
41.77 |
United Parcel Service Cl B Equities
(UPS)
|
0.2 |
$322k |
|
2.4k |
136.34 |
Sempra Energy Equities
(SRE)
|
0.2 |
$322k |
|
3.9k |
83.63 |
Intel Corp Equities
(INTC)
|
0.2 |
$316k |
|
14k |
23.46 |
Invesco Ftse Rafi Us 1000 Etf Equities
(PRF)
|
0.2 |
$309k |
|
7.6k |
40.62 |
3M Equities
(MMM)
|
0.2 |
$309k |
|
2.3k |
136.70 |
Vanguard Mega Cap Growth Etf Equities
(MGK)
|
0.2 |
$309k |
|
960.00 |
321.95 |
Allstate Corp Equities
(ALL)
|
0.2 |
$304k |
|
1.6k |
189.65 |
Ishares Broad Usd High Yield Fixed Income
(USHY)
|
0.2 |
$299k |
|
8.0k |
37.65 |
General Mills Equities
(GIS)
|
0.2 |
$294k |
|
4.0k |
73.85 |
Blackrock Equities
|
0.2 |
$292k |
|
308.00 |
949.51 |
Colgate-palmolive Equities
(CL)
|
0.1 |
$291k |
|
2.8k |
103.81 |
Kellanova Equities
(K)
|
0.1 |
$287k |
|
3.6k |
80.71 |
Health Care Select Sector Spdrr Equities
(XLV)
|
0.1 |
$271k |
|
1.8k |
154.02 |
Delek Logistics Partners Equities
(DKL)
|
0.1 |
$267k |
|
6.1k |
43.72 |
Weyerhaeuser Equities
(WY)
|
0.1 |
$262k |
|
7.7k |
33.86 |
Mondelez Intl Inc Cl A Equities
(MDLZ)
|
0.1 |
$261k |
|
3.5k |
73.67 |
Saratoga Investment Corp Equities
(SAR)
|
0.1 |
$255k |
|
11k |
23.19 |
Norfolk Southern Corp Equities
(NSC)
|
0.1 |
$249k |
|
1.0k |
248.50 |
Ishares S&p 500 Growth Etf Equities
(IVW)
|
0.1 |
$248k |
|
2.6k |
95.75 |
Mccormick & Co Equities
(MKC)
|
0.1 |
$247k |
|
3.0k |
82.30 |
Alliance Bernstein Holding Lp U Equities
(AB)
|
0.1 |
$244k |
|
7.0k |
34.89 |
At&t Equities
(T)
|
0.1 |
$239k |
|
11k |
22.00 |
Ishares Select Dividend Equities
(DVY)
|
0.1 |
$239k |
|
1.8k |
135.07 |
Ishares Tips Bond Fixed Income
(TIP)
|
0.1 |
$238k |
|
2.2k |
110.47 |
Unitedhealth Group Equities
(UNH)
|
0.1 |
$236k |
|
403.00 |
584.68 |
State Street Corporation Equities
(STT)
|
0.1 |
$231k |
|
2.6k |
88.47 |
Bank Of America Corp Equities
(BAC)
|
0.1 |
$229k |
|
5.8k |
39.68 |
Spdr Series Trust Spdr S&p Equities
(SDY)
|
0.1 |
$227k |
|
1.6k |
142.04 |
Fortune Brands Home & Sec Equities
(FBIN)
|
0.1 |
$226k |
|
2.5k |
89.53 |
Analog Devices Equities
(ADI)
|
0.1 |
$226k |
|
983.00 |
230.17 |
Vanguard Mega Cap Index Etf Equities
(MGC)
|
0.1 |
$225k |
|
1.1k |
206.64 |
Kimberly-clark Corp Equities
(KMB)
|
0.1 |
$215k |
|
1.5k |
142.28 |
Invesco Senior Loan Etf Fixed Income
(BKLN)
|
0.1 |
$207k |
|
9.8k |
21.01 |
Cincinnati Financial Corp Equities
(CINF)
|
0.1 |
$205k |
|
1.5k |
136.12 |
Knot Offshore Partners Equities
(KNOP)
|
0.0 |
$95k |
|
14k |
6.85 |