|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
15.8 |
$39M |
|
60k |
651.42 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
6.7 |
$17M |
|
246k |
67.69 |
|
Apple
(AAPL)
|
6.7 |
$16M |
|
60k |
273.43 |
|
Vanguard Index Fds Value Etf
(VTV)
|
5.6 |
$14M |
|
68k |
204.10 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
4.9 |
$12M |
|
210k |
57.92 |
|
Spdr Series Trust State Street Spd
(SPMD)
|
4.9 |
$12M |
|
188k |
63.69 |
|
Jpmorgan Chase Finl Cal Lkd 44
(AMJB)
|
2.7 |
$6.8M |
|
199k |
34.15 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
2.5 |
$6.2M |
|
75k |
82.04 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
2.2 |
$5.4M |
|
168k |
32.08 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
1.7 |
$4.3M |
|
49k |
87.37 |
|
Schwab Strategic Tr 5 10yr Corp Bd
(SCHI)
|
1.7 |
$4.1M |
|
181k |
22.79 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.5 |
$3.7M |
|
11k |
349.79 |
|
Select Sector Spdr Tr State Street Tec
(XLK)
|
1.5 |
$3.7M |
|
24k |
155.84 |
|
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
1.4 |
$3.4M |
|
139k |
24.77 |
|
Ishares Tr Ibonds 2026 Term
(IBHF)
|
1.3 |
$3.1M |
|
137k |
22.84 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
1.2 |
$2.9M |
|
46k |
62.35 |
|
Spdr Index Shs Fds State Street Spd
(SPDW)
|
1.2 |
$2.9M |
|
60k |
48.22 |
|
Microsoft Corporation
(MSFT)
|
1.2 |
$2.9M |
|
6.9k |
415.75 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
1.2 |
$2.9M |
|
4.0k |
711.74 |
|
Schwab Strategic Tr High Yield Bd Et
(SCYB)
|
1.1 |
$2.7M |
|
104k |
26.30 |
|
Dimensional Etf Trust Natl Mun Bd Etf
(DFNM)
|
1.1 |
$2.7M |
|
55k |
48.30 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.0 |
$2.6M |
|
5.5k |
470.55 |
|
Spdr Series Trust State Street Spd
(SPYV)
|
1.0 |
$2.4M |
|
41k |
59.16 |
|
Global X Fds Us Pfd Etf
(PFFD)
|
1.0 |
$2.4M |
|
127k |
19.07 |
|
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd
(VTEC)
|
0.9 |
$2.3M |
|
23k |
100.19 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.9 |
$2.3M |
|
15k |
155.83 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.9 |
$2.2M |
|
27k |
79.58 |
|
Ishares Tr Ibonds 27 Etf
(IBDS)
|
0.9 |
$2.1M |
|
88k |
24.23 |
|
Ishares Tr Ibds Dec28 Etf
(IBDT)
|
0.8 |
$2.1M |
|
83k |
25.33 |
|
Schwab Strategic Tr Fundamental Emer
(FNDE)
|
0.8 |
$2.0M |
|
51k |
40.02 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.8 |
$2.0M |
|
76k |
26.14 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.8 |
$2.0M |
|
59k |
33.65 |
|
Spdr Index Shs Fds State Street Spd
(SPEM)
|
0.8 |
$1.9M |
|
37k |
50.28 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.7 |
$1.8M |
|
23k |
76.57 |
|
Bitwise Bitcoin Etf Tr Shs Ben Int
(BITB)
|
0.7 |
$1.7M |
|
41k |
42.23 |
|
Spdr Series Trust State Street Spd
(SPSM)
|
0.6 |
$1.6M |
|
30k |
52.73 |
|
Meta Platforms Cl A
(META)
|
0.6 |
$1.5M |
|
2.3k |
659.15 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.6 |
$1.5M |
|
19k |
76.80 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.6 |
$1.4M |
|
9.5k |
149.16 |
|
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.6 |
$1.4M |
|
6.2k |
225.35 |
|
NVIDIA Corporation
(NVDA)
|
0.5 |
$1.3M |
|
6.8k |
199.64 |
|
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp
(MDY)
|
0.5 |
$1.3M |
|
2.0k |
663.01 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.5 |
$1.3M |
|
18k |
72.64 |
|
Ishares Tr Ibonds Dec 2029
(IBMR)
|
0.5 |
$1.2M |
|
48k |
25.41 |
|
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.5 |
$1.2M |
|
34k |
35.20 |
|
J P Morgan Exchange Traded F Municipal Etf
(JMUB)
|
0.5 |
$1.1M |
|
22k |
50.52 |
|
Nuveen Mun Cr Income Com Sh Ben Int
(NZF)
|
0.4 |
$1.1M |
|
88k |
12.61 |
|
Ishares Tr Ibond Dec 2030
(IBTK)
|
0.4 |
$1.0M |
|
53k |
19.70 |
|
Ishares Tr Ibonds 29 Trm Ts
(IBTJ)
|
0.4 |
$1.0M |
|
47k |
21.82 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.4 |
$1.0M |
|
38k |
27.38 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.4 |
$1.0M |
|
36k |
27.94 |
|
Ab Active Etfs California Inter
(CAM)
|
0.4 |
$987k |
|
39k |
25.10 |
|
Amazon
(AMZN)
|
0.4 |
$971k |
|
3.8k |
255.08 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.4 |
$911k |
|
18k |
50.45 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.3 |
$805k |
|
2.5k |
325.74 |
|
Vanguard World Mega Grwth Ind
(MGK)
|
0.3 |
$790k |
|
9.5k |
82.87 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.3 |
$786k |
|
25k |
31.42 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.3 |
$776k |
|
24k |
32.12 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.3 |
$752k |
|
3.3k |
227.79 |
|
Ishares Tr National Mun Etf
(MUB)
|
0.3 |
$742k |
|
6.9k |
107.33 |
|
Alps Etf Tr Alerian Mlp
(AMLP)
|
0.3 |
$719k |
|
14k |
52.16 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.3 |
$706k |
|
1.00 |
706165.00 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$697k |
|
6.5k |
106.67 |
|
Broadcom
(AVGO)
|
0.3 |
$680k |
|
1.6k |
419.94 |
|
Vanguard Scottsdale Fds Vng Rus2000idx
(VTWO)
|
0.3 |
$673k |
|
6.0k |
111.33 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
0.3 |
$665k |
|
938.00 |
708.45 |
|
Ishares Tr Ibonds Dec 28
(IBMQ)
|
0.3 |
$660k |
|
26k |
25.56 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$647k |
|
2.3k |
283.25 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.2 |
$603k |
|
6.4k |
94.31 |
|
Invesco Exch Traded Fd Tr Ii Natl Amt Muni
(PZA)
|
0.2 |
$587k |
|
25k |
23.33 |
|
Vanguard Scottsdale Fds Vng Rus1000grw
(VONG)
|
0.2 |
$564k |
|
4.6k |
121.69 |
|
Franklin Templeton Digital H Bitcoin Etf Shs
(EZBC)
|
0.2 |
$562k |
|
13k |
44.94 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$515k |
|
1.5k |
338.89 |
|
Invesco Exch Trd Slf Idx Invsco Blsh 26
(BSJQ)
|
0.2 |
$505k |
|
22k |
23.14 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf
(QQQM)
|
0.2 |
$503k |
|
1.9k |
268.22 |
|
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.2 |
$491k |
|
3.6k |
135.63 |
|
Vanguard Scottsdale Fds Vng Rus2000grw
(VTWG)
|
0.2 |
$471k |
|
1.8k |
259.80 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.2 |
$467k |
|
1.4k |
333.51 |
|
Ishares Tr Core S&p Us Gwt
(IUSG)
|
0.2 |
$439k |
|
2.5k |
175.06 |
|
Schwab Strategic Tr Mun Bd Etf
(SCMB)
|
0.2 |
$433k |
|
17k |
25.77 |
|
Republic Services
(RSG)
|
0.2 |
$423k |
|
2.0k |
214.04 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.2 |
$410k |
|
5.0k |
81.72 |
|
Ishares Tr Core S&p Us Vlu
(IUSV)
|
0.2 |
$404k |
|
3.8k |
107.06 |
|
Tesla Motors
(TSLA)
|
0.2 |
$399k |
|
1.1k |
373.72 |
|
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.2 |
$385k |
|
35k |
11.16 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.2 |
$376k |
|
4.5k |
83.14 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$364k |
|
2.7k |
135.57 |
|
Vaneck Etf Trust Intrmdt Muni Etf
(ITM)
|
0.1 |
$347k |
|
7.4k |
46.97 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.1 |
$336k |
|
4.2k |
79.34 |
|
Putnam Etf Trust Franklin Calif
(FTCA)
|
0.1 |
$335k |
|
45k |
7.37 |
|
Invesco Exch Trd Slf Idx Bulshs 2028 Muni
(BSMS)
|
0.1 |
$335k |
|
14k |
23.43 |
|
salesforce
(CRM)
|
0.1 |
$321k |
|
1.9k |
173.30 |
|
Wisdomtree Tr Emg Mkts Smcap
(DGS)
|
0.1 |
$316k |
|
5.0k |
63.38 |
|
Spdr Series Trust State Street Spd
(SPYM)
|
0.1 |
$315k |
|
3.8k |
83.38 |
|
Global X Fds Glbl X Mlp Etf
(MLPA)
|
0.1 |
$315k |
|
5.9k |
53.54 |
|
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$315k |
|
9.9k |
31.64 |
|
Abbvie
(ABBV)
|
0.1 |
$314k |
|
1.6k |
200.95 |
|
Invesco Exch Trd Slf Idx Bulshs 2029 Muni
(BSMT)
|
0.1 |
$299k |
|
13k |
23.09 |
|
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.1 |
$298k |
|
5.6k |
53.48 |
|
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.1 |
$285k |
|
12k |
23.15 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$278k |
|
824.00 |
337.75 |
|
ConocoPhillips
(COP)
|
0.1 |
$277k |
|
2.2k |
124.37 |
|
Ishares Tr Ibonds Dec 26
(IBMO)
|
0.1 |
$275k |
|
11k |
25.64 |
|
Ishares Tr Ibonds Dec 27
(IBMP)
|
0.1 |
$271k |
|
11k |
25.40 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$258k |
|
546.00 |
473.05 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.1 |
$258k |
|
3.9k |
66.59 |
|
Spdr Series Trust State Street Spd
(JNK)
|
0.1 |
$247k |
|
2.6k |
96.74 |
|
Spdr Index Shs Fds State Street Spd
(EWX)
|
0.1 |
$234k |
|
3.2k |
72.26 |
|
GATX Corporation
(GATX)
|
0.1 |
$231k |
|
1.2k |
198.94 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.1 |
$214k |
|
6.6k |
32.44 |
|
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$208k |
|
802.00 |
258.82 |
|
Nuveen Mun High Income Opp F
(NMZ)
|
0.1 |
$207k |
|
20k |
10.31 |
|
Applied Materials
(AMAT)
|
0.1 |
$203k |
|
502.00 |
403.91 |
|
Walt Disney Company
(DIS)
|
0.1 |
$201k |
|
1.9k |
103.65 |