|
Apple
(AAPL)
|
6.1 |
$236M |
|
866k |
271.86 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
4.2 |
$159M |
|
1.6M |
99.88 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
2.6 |
$101M |
|
840k |
120.18 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
2.6 |
$98M |
|
313k |
313.00 |
|
Microsoft Corporation
(MSFT)
|
2.4 |
$91M |
|
189k |
483.62 |
|
Spdr Series Trust State Street Spd
(SDY)
|
2.4 |
$91M |
|
654k |
139.16 |
|
Ishares Core Msci Emkt
(IEMG)
|
2.3 |
$87M |
|
1.3M |
67.22 |
|
Ishares U S Etf Tr Int Rt Hdg C B
(LQDH)
|
2.2 |
$83M |
|
892k |
93.35 |
|
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
2.1 |
$82M |
|
798k |
102.39 |
|
Ishares Tr Expnd Tec Sc Etf
(IGM)
|
2.1 |
$81M |
|
625k |
129.16 |
|
Pimco Etf Tr Multisector Bd
(PYLD)
|
2.1 |
$81M |
|
3.0M |
26.68 |
|
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
2.1 |
$81M |
|
794k |
101.67 |
|
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
2.1 |
$79M |
|
1.5M |
52.88 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
2.0 |
$78M |
|
113k |
684.94 |
|
Amazon
(AMZN)
|
1.9 |
$75M |
|
324k |
230.82 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.8 |
$69M |
|
1.0M |
66.00 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
1.8 |
$69M |
|
141k |
487.86 |
|
JPMorgan Chase & Co.
(JPM)
|
1.8 |
$69M |
|
213k |
322.22 |
|
Ishares Tr U.s. Utilits Etf
(IDU)
|
1.7 |
$66M |
|
609k |
108.36 |
|
Costco Wholesale Corporation
(COST)
|
1.7 |
$64M |
|
74k |
862.34 |
|
Visa Com Cl A
(V)
|
1.6 |
$63M |
|
179k |
350.71 |
|
Eli Lilly & Co.
(LLY)
|
1.6 |
$61M |
|
57k |
1074.69 |
|
Johnson & Johnson
(JNJ)
|
1.6 |
$60M |
|
289k |
206.95 |
|
Mastercard Incorporated Cl A
(MA)
|
1.5 |
$59M |
|
104k |
570.88 |
|
Spdr Series Trust State Street Spd
(SPTL)
|
1.5 |
$57M |
|
2.1M |
26.47 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.4 |
$55M |
|
110k |
502.65 |
|
Ishares Tr Core Univrsl Usd
(IUSB)
|
1.2 |
$47M |
|
1.0M |
46.54 |
|
Blackrock Etf Trust Ishares A I Inno
(BAI)
|
1.2 |
$47M |
|
1.4M |
33.30 |
|
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.2 |
$46M |
|
1.9M |
23.37 |
|
Colgate-Palmolive Company
(CL)
|
1.1 |
$42M |
|
535k |
79.02 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
1.0 |
$40M |
|
419k |
96.03 |
|
TJX Companies
(TJX)
|
1.0 |
$39M |
|
253k |
153.61 |
|
American Express Company
(AXP)
|
1.0 |
$39M |
|
105k |
369.95 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
1.0 |
$38M |
|
1.4M |
26.91 |
|
Analog Devices
(ADI)
|
0.9 |
$35M |
|
127k |
271.20 |
|
Wal-Mart Stores
(WMT)
|
0.9 |
$34M |
|
301k |
111.41 |
|
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.9 |
$33M |
|
646k |
50.86 |
|
Walt Disney Company
(DIS)
|
0.8 |
$32M |
|
282k |
113.77 |
|
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
0.8 |
$32M |
|
318k |
100.34 |
|
Asml Holding N V N Y Registry Shs
(ASML)
|
0.8 |
$32M |
|
30k |
1069.85 |
|
Qualcomm
(QCOM)
|
0.8 |
$31M |
|
183k |
171.05 |
|
Abbott Laboratories
(ABT)
|
0.8 |
$31M |
|
245k |
125.29 |
|
Global X Fds Us Infr Dev Etf
(PAVE)
|
0.8 |
$30M |
|
637k |
47.79 |
|
Ishares Tr Core 1 5 Yr Usd
(ISTB)
|
0.8 |
$30M |
|
613k |
48.75 |
|
Waste Management
(WM)
|
0.8 |
$30M |
|
136k |
219.71 |
|
Capital One Financial
(COF)
|
0.8 |
$29M |
|
121k |
242.36 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.8 |
$29M |
|
188k |
154.14 |
|
Intercontinental Exchange
(ICE)
|
0.7 |
$27M |
|
166k |
161.96 |
|
Ecolab
(ECL)
|
0.7 |
$27M |
|
101k |
262.52 |
|
AFLAC Incorporated
(AFL)
|
0.7 |
$26M |
|
235k |
110.27 |
|
McDonald's Corporation
(MCD)
|
0.7 |
$26M |
|
83k |
305.63 |
|
Amplify Etf Tr Amplify Cybersec
(HACK)
|
0.6 |
$25M |
|
305k |
80.37 |
|
Stryker Corporation
(SYK)
|
0.6 |
$25M |
|
70k |
351.47 |
|
Intuitive Surgical Com New
(ISRG)
|
0.6 |
$24M |
|
42k |
566.36 |
|
Thermo Fisher Scientific
(TMO)
|
0.6 |
$23M |
|
40k |
579.45 |
|
Ishares Tr Cr 5 10 Yr Etf
(IMTB)
|
0.6 |
$22M |
|
500k |
44.20 |
|
Verizon Communications
(VZ)
|
0.6 |
$22M |
|
538k |
40.73 |
|
Ross Stores
(ROST)
|
0.6 |
$21M |
|
118k |
180.14 |
|
Ishares Tr Gov/cred Bd Etf
(GBF)
|
0.5 |
$21M |
|
201k |
104.70 |
|
O'reilly Automotive
(ORLY)
|
0.5 |
$21M |
|
228k |
91.21 |
|
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.5 |
$21M |
|
435k |
47.85 |
|
NVIDIA Corporation
(NVDA)
|
0.5 |
$21M |
|
110k |
186.50 |
|
Pfizer
(PFE)
|
0.5 |
$20M |
|
818k |
24.90 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$18M |
|
57k |
313.80 |
|
American Tower Reit
(AMT)
|
0.4 |
$17M |
|
98k |
175.57 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.4 |
$16M |
|
24k |
681.93 |
|
Ishares Tr Intl Sel Div Etf
(IDV)
|
0.4 |
$15M |
|
387k |
39.45 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.4 |
$14M |
|
45k |
314.80 |
|
Ishares Tr Usd Inv Grde Etf
(USIG)
|
0.4 |
$14M |
|
266k |
51.77 |
|
Broadcom
(AVGO)
|
0.4 |
$14M |
|
40k |
346.10 |
|
Tesla Motors
(TSLA)
|
0.3 |
$13M |
|
29k |
449.72 |
|
Zoetis Cl A
(ZTS)
|
0.3 |
$13M |
|
104k |
125.82 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.3 |
$13M |
|
21k |
614.30 |
|
Wisdomtree Tr Us Midcap Divid
(DON)
|
0.3 |
$12M |
|
237k |
51.60 |
|
Wisdomtree Tr Us Smallcap Divd
(DES)
|
0.3 |
$11M |
|
332k |
33.45 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.3 |
$11M |
|
402k |
26.23 |
|
Vanguard World Mega Cap Index
(MGC)
|
0.3 |
$9.7M |
|
39k |
251.17 |
|
Pimco Etf Tr Active Bd Etf
(BOND)
|
0.3 |
$9.7M |
|
104k |
93.08 |
|
Ishares Tr Esg Awre 1 5 Yr
(SUSB)
|
0.2 |
$9.0M |
|
355k |
25.24 |
|
Ishares Tr Gbl Comm Svc Etf
(IXP)
|
0.2 |
$8.8M |
|
73k |
121.22 |
|
Synopsys
(SNPS)
|
0.2 |
$8.7M |
|
19k |
469.72 |
|
Meta Platforms Cl A
(META)
|
0.2 |
$8.6M |
|
13k |
660.10 |
|
Lockheed Martin Corporation
(LMT)
|
0.2 |
$8.3M |
|
17k |
483.68 |
|
Procter & Gamble Company
(PG)
|
0.2 |
$8.0M |
|
56k |
143.31 |
|
Unilever Spon Adr New
(UL)
|
0.2 |
$8.0M |
|
122k |
65.40 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$7.7M |
|
12k |
627.12 |
|
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.2 |
$7.3M |
|
136k |
53.88 |
|
Coca-Cola Company
(KO)
|
0.2 |
$7.2M |
|
103k |
69.91 |
|
Ishares Tr Esg Optimized
(SUSA)
|
0.2 |
$6.2M |
|
44k |
139.35 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.2 |
$6.2M |
|
205k |
30.07 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$6.1M |
|
16k |
373.44 |
|
Invesco Exchange Traded Fd T S&p500 Eql Tec
(RSPT)
|
0.2 |
$6.1M |
|
134k |
45.51 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.2 |
$6.0M |
|
249k |
24.04 |
|
Pepsi
(PEP)
|
0.2 |
$5.8M |
|
40k |
143.52 |
|
Vanguard World Health Car Etf
(VHT)
|
0.1 |
$5.6M |
|
19k |
287.86 |
|
Chevron Corporation
(CVX)
|
0.1 |
$5.3M |
|
35k |
152.41 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$5.3M |
|
28k |
190.99 |
|
Select Sector Spdr Tr State Street Con
(XLP)
|
0.1 |
$5.2M |
|
67k |
77.68 |
|
Palantir Technologies Cl A
(PLTR)
|
0.1 |
$5.2M |
|
29k |
177.75 |
|
Danaher Corporation
(DHR)
|
0.1 |
$4.9M |
|
21k |
228.92 |
|
Vaneck Etf Trust Semiconductr Etf
(SMH)
|
0.1 |
$4.8M |
|
13k |
360.13 |
|
Pimco Etf Tr Enhancd Short
(EMNT)
|
0.1 |
$4.7M |
|
48k |
98.57 |
|
Spdr Series Trust State Street Spd
(SPSB)
|
0.1 |
$4.7M |
|
154k |
30.20 |
|
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$4.6M |
|
45k |
100.89 |
|
Ishares Tr Ishares Semicdtr
(SOXX)
|
0.1 |
$4.3M |
|
14k |
301.14 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$4.1M |
|
34k |
120.34 |
|
Cintas Corporation
(CTAS)
|
0.1 |
$3.6M |
|
19k |
188.07 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$3.5M |
|
124k |
28.48 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.1 |
$3.5M |
|
107k |
32.75 |
|
Spdr Series Trust State Street Spd
(SPAB)
|
0.1 |
$3.1M |
|
121k |
25.75 |
|
Netflix
(NFLX)
|
0.1 |
$2.9M |
|
31k |
93.76 |
|
Advanced Micro Devices
(AMD)
|
0.1 |
$2.9M |
|
14k |
214.16 |
|
United Parcel Service CL B
(UPS)
|
0.1 |
$2.7M |
|
28k |
99.19 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.1 |
$2.7M |
|
30k |
88.49 |
|
Oracle Corporation
(ORCL)
|
0.1 |
$2.7M |
|
14k |
194.92 |
|
Invesco Exch Traded Fd Tr Ii Sr Ln Etf
(BKLN)
|
0.1 |
$2.6M |
|
122k |
21.00 |
|
Ishares Tr Calif Mun Bd Etf
(CMF)
|
0.1 |
$2.5M |
|
44k |
57.46 |
|
Vanguard World Consum Dis Etf
(VCR)
|
0.1 |
$2.5M |
|
6.3k |
393.90 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.1 |
$2.4M |
|
23k |
106.70 |
|
Arista Networks Com Shs
(ANET)
|
0.1 |
$2.4M |
|
19k |
131.03 |
|
Ishares Tr Us Telecom Etf
(IYZ)
|
0.1 |
$2.4M |
|
71k |
33.90 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$2.4M |
|
7.2k |
335.26 |
|
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.1 |
$2.3M |
|
74k |
30.96 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.1 |
$2.3M |
|
3.00 |
754800.00 |
|
Spdr Series Trust State Street Spd
(SPTM)
|
0.1 |
$2.2M |
|
27k |
82.50 |
|
Cisco Systems
(CSCO)
|
0.1 |
$2.1M |
|
27k |
77.03 |
|
Bofi Holding
(AX)
|
0.1 |
$2.1M |
|
24k |
86.16 |
|
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.1 |
$2.1M |
|
34k |
62.15 |
|
Novo-nordisk A S Adr
(NVO)
|
0.1 |
$2.0M |
|
40k |
50.88 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.1 |
$2.0M |
|
62k |
32.62 |
|
Dbx Etf Tr Xtrackers Msci
(USSG)
|
0.1 |
$2.0M |
|
32k |
63.51 |
|
International Business Machines
(IBM)
|
0.1 |
$2.0M |
|
6.7k |
296.22 |
|
Applied Materials
(AMAT)
|
0.0 |
$1.8M |
|
7.2k |
256.98 |
|
Ishares Tr Trust Ishare 0-1
(SHV)
|
0.0 |
$1.8M |
|
17k |
110.15 |
|
MercadoLibre
(MELI)
|
0.0 |
$1.8M |
|
896.00 |
2014.26 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.0 |
$1.8M |
|
29k |
62.47 |
|
Goldman Sachs
(GS)
|
0.0 |
$1.6M |
|
1.8k |
879.00 |
|
Ishares Tr TRS FLT RT BD
(TFLO)
|
0.0 |
$1.6M |
|
31k |
50.46 |
|
Home Depot
(HD)
|
0.0 |
$1.5M |
|
4.3k |
344.11 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.0 |
$1.5M |
|
6.6k |
219.77 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.0 |
$1.4M |
|
2.9k |
473.30 |
|
Charles Schwab Corporation
(SCHW)
|
0.0 |
$1.4M |
|
14k |
99.91 |
|
Blackrock
(BLK)
|
0.0 |
$1.3M |
|
1.3k |
1070.34 |
|
Morgan Stanley Com New
(MS)
|
0.0 |
$1.2M |
|
6.8k |
177.54 |
|
Intuit
(INTU)
|
0.0 |
$1.1M |
|
1.7k |
662.42 |
|
Intel Corporation
(INTC)
|
0.0 |
$1.1M |
|
30k |
36.90 |
|
Nextera Energy
(NEE)
|
0.0 |
$1.1M |
|
14k |
80.28 |
|
Pimco Etf Tr 1-5 Us Tip Idx
(STPZ)
|
0.0 |
$1.1M |
|
20k |
53.66 |
|
Raytheon Technologies Corp
(RTX)
|
0.0 |
$1.0M |
|
5.5k |
183.40 |
|
United Security Bancshares
(UBFO)
|
0.0 |
$952k |
|
95k |
10.07 |
|
Manhattan Associates
(MANH)
|
0.0 |
$936k |
|
5.4k |
173.31 |
|
Shopify Cl A Sub Vtg Shs
(SHOP)
|
0.0 |
$858k |
|
5.3k |
160.97 |
|
Putnam Etf Trust Franklin Calif
(FTCA)
|
0.0 |
$791k |
|
108k |
7.32 |
|
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.0 |
$782k |
|
1.6k |
480.49 |
|
Starbucks Corporation
(SBUX)
|
0.0 |
$780k |
|
9.3k |
84.21 |
|
Ishares U S Etf Tr Int Rt Hd Long
(IGBH)
|
0.0 |
$763k |
|
31k |
24.63 |
|
Ishares Tr Esg Msci Kld 400
(DSI)
|
0.0 |
$756k |
|
5.9k |
128.83 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.0 |
$752k |
|
10k |
75.44 |
|
Boeing Company
(BA)
|
0.0 |
$752k |
|
3.5k |
217.10 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.0 |
$745k |
|
27k |
27.43 |
|
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.0 |
$744k |
|
10k |
71.62 |
|
McKesson Corporation
(MCK)
|
0.0 |
$734k |
|
895.00 |
820.29 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.0 |
$733k |
|
5.1k |
143.52 |
|
Caterpillar
(CAT)
|
0.0 |
$732k |
|
1.3k |
573.08 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.0 |
$729k |
|
8.1k |
89.46 |
|
Invesco Exch Traded Fd Tr Ii Calif Amt Mun
(PWZ)
|
0.0 |
$728k |
|
30k |
24.16 |
|
Vanguard World Inf Tech Etf
(VGT)
|
0.0 |
$717k |
|
951.00 |
753.46 |
|
Corning Incorporated
(GLW)
|
0.0 |
$704k |
|
8.0k |
87.56 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.0 |
$702k |
|
9.5k |
74.07 |
|
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.0 |
$697k |
|
1.5k |
453.36 |
|
Bank of America Corporation
(BAC)
|
0.0 |
$688k |
|
13k |
55.00 |
|
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.0 |
$687k |
|
5.7k |
120.96 |
|
Global X Fds Autonmous Ev Etf
(DRIV)
|
0.0 |
$686k |
|
23k |
29.58 |
|
Select Sector Spdr Tr State Street Fin
(XLF)
|
0.0 |
$675k |
|
12k |
54.77 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.0 |
$667k |
|
3.5k |
191.57 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.0 |
$641k |
|
16k |
39.59 |
|
salesforce
(CRM)
|
0.0 |
$629k |
|
2.4k |
264.86 |
|
Southern Company
(SO)
|
0.0 |
$619k |
|
7.1k |
87.20 |
|
Adobe Systems Incorporated
(ADBE)
|
0.0 |
$618k |
|
1.8k |
349.99 |
|
Medtronic SHS
(MDT)
|
0.0 |
$612k |
|
6.4k |
96.06 |
|
Lam Research Corp Com New
(LRCX)
|
0.0 |
$612k |
|
3.6k |
171.18 |
|
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.0 |
$599k |
|
13k |
44.65 |
|
Ishares Tr Core High Dv Etf
(HDV)
|
0.0 |
$593k |
|
4.9k |
121.62 |
|
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.0 |
$565k |
|
3.8k |
148.98 |
|
Fortive
(FTV)
|
0.0 |
$557k |
|
10k |
55.21 |
|
Cme
(CME)
|
0.0 |
$555k |
|
2.0k |
273.08 |
|
Ishares Tr Future Exponenti
(XT)
|
0.0 |
$542k |
|
7.8k |
69.74 |
|
Roblox Corp Cl A
(RBLX)
|
0.0 |
$539k |
|
6.6k |
81.03 |
|
Markel Corporation
(MKL)
|
0.0 |
$537k |
|
250.00 |
2149.65 |
|
Abbvie
(ABBV)
|
0.0 |
$533k |
|
2.3k |
228.48 |
|
Edwards Lifesciences
(EW)
|
0.0 |
$530k |
|
6.2k |
85.25 |
|
Marathon Petroleum Corp
(MPC)
|
0.0 |
$528k |
|
3.2k |
162.63 |
|
Schwab Strategic Tr Fundamental Us L
(FNDX)
|
0.0 |
$528k |
|
19k |
27.21 |
|
IDEXX Laboratories
(IDXX)
|
0.0 |
$524k |
|
774.00 |
676.53 |
|
Duke Energy Corp Com New
(DUK)
|
0.0 |
$521k |
|
4.4k |
117.22 |
|
Piper Jaffray Companies
(PIPR)
|
0.0 |
$510k |
|
1.5k |
339.71 |
|
Ge Aerospace Com New
(GE)
|
0.0 |
$505k |
|
1.6k |
308.11 |
|
Travelers Companies
(TRV)
|
0.0 |
$500k |
|
1.7k |
290.02 |
|
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.0 |
$495k |
|
11k |
46.81 |
|
Constellation Energy
(CEG)
|
0.0 |
$495k |
|
1.4k |
353.22 |
|
Trane Technologies SHS
(TT)
|
0.0 |
$494k |
|
1.3k |
389.20 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$492k |
|
1.2k |
396.31 |
|
Automatic Data Processing
(ADP)
|
0.0 |
$488k |
|
1.9k |
257.23 |
|
Select Sector Spdr Tr State Street Tec
(XLK)
|
0.0 |
$483k |
|
3.4k |
143.97 |
|
Global X Fds Lithium Btry Etf
(LIT)
|
0.0 |
$477k |
|
7.4k |
64.86 |
|
Blackrock MuniHoldings CA Insrd Fnd
(MUC)
|
0.0 |
$476k |
|
45k |
10.60 |
|
Profesionally Managed Portfo Akre Focus Etf
(AKRE)
|
0.0 |
$473k |
|
7.2k |
65.51 |
|
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.0 |
$469k |
|
1.5k |
322.98 |
|
Prologis
(PLD)
|
0.0 |
$460k |
|
3.6k |
127.68 |
|
Merck & Co
(MRK)
|
0.0 |
$456k |
|
4.3k |
105.25 |
|
Amgen
(AMGN)
|
0.0 |
$456k |
|
1.4k |
327.40 |
|
Marsh & McLennan Companies
|
0.0 |
$456k |
|
2.5k |
185.52 |
|
Hewlett Packard Enterprise
(HPE)
|
0.0 |
$454k |
|
19k |
24.02 |
|
Universal Display Corporation
(OLED)
|
0.0 |
$445k |
|
3.8k |
116.78 |
|
Wells Fargo & Company
(WFC)
|
0.0 |
$439k |
|
4.7k |
93.20 |
|
Spdr Series Trust State Street Spd
(SPMD)
|
0.0 |
$432k |
|
7.5k |
57.91 |
|
Magnum Ice Cream Co Nv Ord Shs
(MICC)
|
0.0 |
$430k |
|
27k |
15.85 |
|
At&t
(T)
|
0.0 |
$430k |
|
17k |
24.84 |
|
S&p Global
(SPGI)
|
0.0 |
$417k |
|
797.00 |
522.59 |
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.0 |
$415k |
|
6.0k |
69.41 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
0.0 |
$411k |
|
4.1k |
100.38 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.0 |
$409k |
|
1.4k |
302.08 |
|
Iron Mountain
(IRM)
|
0.0 |
$397k |
|
4.8k |
82.95 |
|
Ssga Active Etf Tr State Street Ult
(ULST)
|
0.0 |
$396k |
|
9.8k |
40.51 |
|
ConocoPhillips
(COP)
|
0.0 |
$388k |
|
4.1k |
93.60 |
|
Hp
(HPQ)
|
0.0 |
$386k |
|
17k |
22.28 |
|
Yum! Brands
(YUM)
|
0.0 |
$382k |
|
2.5k |
151.26 |
|
Gilead Sciences
(GILD)
|
0.0 |
$380k |
|
3.1k |
122.73 |
|
Cummins
(CMI)
|
0.0 |
$379k |
|
742.00 |
510.45 |
|
Honeywell International
(HON)
|
0.0 |
$378k |
|
1.9k |
195.09 |
|
Eversource Energy
(ES)
|
0.0 |
$372k |
|
5.5k |
67.33 |
|
Altria
(MO)
|
0.0 |
$372k |
|
6.5k |
57.66 |
|
Schwab Strategic Tr Core Bond Etf
(SCCR)
|
0.0 |
$370k |
|
14k |
25.85 |
|
Csw Industrials
(CSW)
|
0.0 |
$361k |
|
1.2k |
293.53 |
|
RPM International
(RPM)
|
0.0 |
$360k |
|
3.5k |
103.99 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.0 |
$355k |
|
3.8k |
94.16 |
|
ePlus
(PLUS)
|
0.0 |
$353k |
|
4.0k |
87.70 |
|
Agilent Technologies Inc C ommon
(A)
|
0.0 |
$349k |
|
2.6k |
136.07 |
|
Labcorp Holdings Com Shs
(LH)
|
0.0 |
$343k |
|
1.4k |
250.85 |
|
Papa John's Int'l
(PZZA)
|
0.0 |
$340k |
|
8.8k |
38.49 |
|
Spdr Series Trust State Street Spd
(BIL)
|
0.0 |
$339k |
|
3.7k |
91.38 |
|
American Centy Etf Tr Avantis Us Small
(AVSC)
|
0.0 |
$330k |
|
5.6k |
58.74 |
|
Netease Sponsored Ads
(NTES)
|
0.0 |
$330k |
|
2.4k |
137.62 |
|
American Centy Etf Tr Intl Smcp Vlu
(AVDV)
|
0.0 |
$320k |
|
3.4k |
93.97 |
|
Ishares Tr Tips Bd Etf
(TIP)
|
0.0 |
$314k |
|
2.9k |
109.91 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.0 |
$313k |
|
1.3k |
246.16 |
|
Quest Diagnostics Incorporated
(DGX)
|
0.0 |
$312k |
|
1.8k |
173.53 |
|
UnitedHealth
(UNH)
|
0.0 |
$308k |
|
934.00 |
330.04 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.0 |
$308k |
|
1.2k |
257.91 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.0 |
$298k |
|
1.1k |
268.30 |
|
Heritage Commerce
(HTBK)
|
0.0 |
$297k |
|
25k |
12.01 |
|
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$295k |
|
1.6k |
181.22 |
|
Old Republic International Corporation
(ORI)
|
0.0 |
$289k |
|
6.3k |
45.64 |
|
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.0 |
$288k |
|
946.00 |
303.89 |
|
Texas Instruments Incorporated
(TXN)
|
0.0 |
$280k |
|
1.6k |
173.54 |
|
Jacobs Engineering Group
(J)
|
0.0 |
$277k |
|
2.1k |
132.46 |
|
Spdr Series Trust Bloomberg Intl
(IBND)
|
0.0 |
$274k |
|
8.5k |
32.11 |
|
Open Text Corp
(OTEX)
|
0.0 |
$270k |
|
8.3k |
32.58 |
|
Amphenol Corp Cl A
(APH)
|
0.0 |
$267k |
|
2.0k |
135.14 |
|
Kla Corp Com New
(KLAC)
|
0.0 |
$265k |
|
218.00 |
1215.08 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.0 |
$264k |
|
4.4k |
59.54 |
|
Keysight Technologies
(KEYS)
|
0.0 |
$259k |
|
1.3k |
203.19 |
|
Spdr Series Trust State Street Spd
(BILS)
|
0.0 |
$253k |
|
2.5k |
99.22 |
|
Allstate Corporation
(ALL)
|
0.0 |
$253k |
|
1.2k |
208.15 |
|
Ishares Tr Morningstar Grwt
(ILCG)
|
0.0 |
$250k |
|
2.4k |
104.04 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.0 |
$248k |
|
853.00 |
290.39 |
|
Bank of New York Mellon Corporation
(BK)
|
0.0 |
$247k |
|
2.1k |
116.08 |
|
Cardinal Health
(CAH)
|
0.0 |
$247k |
|
1.2k |
205.50 |
|
Ishares Tr Morningstar Valu
(ILCV)
|
0.0 |
$246k |
|
2.6k |
94.36 |
|
Spdr Series Trust Bloomberg Intl T
(BWX)
|
0.0 |
$238k |
|
11k |
22.53 |
|
Equity Lifestyle Properties
(ELS)
|
0.0 |
$232k |
|
3.8k |
60.60 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.0 |
$231k |
|
1.6k |
148.69 |
|
Reddit Cl A
(RDDT)
|
0.0 |
$230k |
|
1.0k |
229.87 |
|
Ishares Tr Dow Jones Us Etf
(IYY)
|
0.0 |
$229k |
|
1.4k |
165.81 |
|
Chubb
(CB)
|
0.0 |
$223k |
|
713.00 |
312.12 |
|
Schwab Strategic Tr Fundamental Intl
(FNDF)
|
0.0 |
$215k |
|
4.8k |
45.21 |
|
Anthem
(ELV)
|
0.0 |
$215k |
|
614.00 |
350.59 |
|
eBay
(EBAY)
|
0.0 |
$215k |
|
2.5k |
87.10 |
|
Evercore Class A
(EVR)
|
0.0 |
$213k |
|
627.00 |
340.25 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.0 |
$204k |
|
2.5k |
81.17 |
|
Madrigal Pharmaceuticals
(MDGL)
|
0.0 |
$204k |
|
350.00 |
582.34 |
|
Ishares Tr Esg Select Scre
(XVV)
|
0.0 |
$202k |
|
3.8k |
52.70 |
|
Metropcs Communications
(TMUS)
|
0.0 |
$201k |
|
988.00 |
203.04 |
|
IPG Photonics Corporation
(IPGP)
|
0.0 |
$201k |
|
2.8k |
71.60 |
|
Ford Motor Company
(F)
|
0.0 |
$195k |
|
15k |
13.12 |
|
Weave Communications
(WEAV)
|
0.0 |
$161k |
|
21k |
7.59 |
|
Cornerstone Total Rtrn Fd In
(CRF)
|
0.0 |
$80k |
|
10k |
8.01 |
|
Iovance Biotherapeutics
(IOVA)
|
0.0 |
$55k |
|
20k |
2.73 |