Microsoft Corporation
(MSFT)
|
14.1 |
$15M |
|
50k |
308.31 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
7.7 |
$8.3M |
|
24k |
352.93 |
Apple
(AAPL)
|
6.9 |
$7.5M |
|
43k |
174.86 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
4.4 |
$4.7M |
|
44k |
108.38 |
Wisdomtree Tr Us Midcap Divid
(DON)
|
3.8 |
$4.2M |
|
94k |
44.42 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
3.8 |
$4.1M |
|
25k |
162.16 |
J P Morgan Exchange-traded F Intl Bd Opp Etf
(JPIB)
|
3.7 |
$4.0M |
|
82k |
48.92 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
3.0 |
$3.3M |
|
38k |
86.61 |
Select Sector Spdr Tr Technology
(XLK)
|
2.9 |
$3.1M |
|
20k |
159.02 |
Ishares Tr Hdg Msci Eafe
(HEFA)
|
2.1 |
$2.3M |
|
69k |
33.95 |
Ishares Tr Core Div Grwth
(DGRO)
|
2.1 |
$2.3M |
|
43k |
53.42 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
2.1 |
$2.3M |
|
31k |
73.74 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.0 |
$2.2M |
|
6.1k |
362.46 |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
2.0 |
$2.1M |
|
43k |
50.11 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.8 |
$2.0M |
|
8.8k |
227.63 |
Etf Managers Tr Etho Climate Lea
|
1.7 |
$1.8M |
|
31k |
58.45 |
Starbucks Corporation
(SBUX)
|
1.5 |
$1.7M |
|
18k |
90.98 |
Amazon
(AMZN)
|
1.4 |
$1.6M |
|
482.00 |
3259.34 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
1.3 |
$1.4M |
|
11k |
134.65 |
Spdr Ser Tr Ssga Us Lrg Etf
(LGLV)
|
1.3 |
$1.4M |
|
9.6k |
143.66 |
Columbia Etf Tr I Diversifid Fxd
(DIAL)
|
1.2 |
$1.4M |
|
70k |
19.49 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.2 |
$1.3M |
|
16k |
79.53 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
1.2 |
$1.3M |
|
4.7k |
277.54 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
1.2 |
$1.3M |
|
12k |
112.28 |
Costco Wholesale Corporation
(COST)
|
1.1 |
$1.2M |
|
2.0k |
575.83 |
Vanguard Index Fds Small Cp Etf
(VB)
|
1.1 |
$1.2M |
|
5.5k |
212.49 |
Ishares Tr Yld Optim Bd
(BYLD)
|
1.0 |
$1.1M |
|
48k |
23.52 |
Ishares Esg Awr Msci Em
(ESGE)
|
1.0 |
$1.1M |
|
29k |
36.74 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.9 |
$1.0M |
|
6.2k |
166.05 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.9 |
$1.0M |
|
13k |
78.07 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.9 |
$977k |
|
9.7k |
100.52 |
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.8 |
$850k |
|
2.0k |
416.46 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.8 |
$837k |
|
6.1k |
137.01 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.8 |
$829k |
|
3.3k |
248.06 |
Vanguard World Fds Health Car Etf
(VHT)
|
0.7 |
$784k |
|
3.1k |
254.38 |
Select Sector Spdr Tr Sbi Int-inds
(XLI)
|
0.7 |
$772k |
|
7.5k |
102.92 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.6 |
$682k |
|
14k |
48.00 |
Johnson & Johnson
(JNJ)
|
0.6 |
$659k |
|
3.7k |
177.10 |
Sba Communications Corp Cl A
(SBAC)
|
0.6 |
$602k |
|
1.8k |
344.00 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.5 |
$576k |
|
21k |
27.78 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.5 |
$531k |
|
5.0k |
106.82 |
Vaneck Etf Trust Fallen Angel Hg
(ANGL)
|
0.5 |
$498k |
|
16k |
30.41 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.5 |
$497k |
|
1.9k |
268.21 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.4 |
$465k |
|
6.3k |
73.61 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
0.4 |
$441k |
|
6.5k |
67.62 |
Chevron Corporation
(CVX)
|
0.4 |
$438k |
|
2.7k |
162.70 |
Ishares Tr Cohen Steer Reit
(ICF)
|
0.4 |
$435k |
|
6.1k |
71.02 |
McDonald's Corporation
(MCD)
|
0.4 |
$428k |
|
1.7k |
247.40 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
0.4 |
$423k |
|
10k |
41.74 |
Boeing Company
(BA)
|
0.4 |
$422k |
|
2.2k |
191.56 |
Exxon Mobil Corporation
(XOM)
|
0.4 |
$413k |
|
5.0k |
82.60 |
NVIDIA Corporation
(NVDA)
|
0.4 |
$397k |
|
1.5k |
272.66 |
Wisdomtree Tr Us Midcap Fund
(EZM)
|
0.3 |
$379k |
|
6.9k |
54.64 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.3 |
$374k |
|
902.00 |
414.63 |
Spdr Ser Tr Ice Pfd Sec Etf
(PSK)
|
0.3 |
$346k |
|
8.9k |
39.00 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
0.3 |
$331k |
|
5.0k |
66.20 |
Procter & Gamble Company
(PG)
|
0.3 |
$323k |
|
2.1k |
152.65 |
Ishares Tr Residential Mult
(REZ)
|
0.3 |
$319k |
|
3.3k |
95.85 |
Vanguard World Fds Consum Stp Etf
(VDC)
|
0.3 |
$314k |
|
1.6k |
195.76 |
Applied Materials
(AMAT)
|
0.3 |
$312k |
|
2.4k |
131.87 |
Visa Com Cl A
(V)
|
0.3 |
$308k |
|
1.4k |
221.42 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.3 |
$303k |
|
4.0k |
76.44 |
Tesla Motors
(TSLA)
|
0.3 |
$302k |
|
280.00 |
1078.57 |
Invesco Exchange Traded Fd T Hig Yld Eq Div
(PEY)
|
0.3 |
$295k |
|
14k |
21.85 |
Vanguard World Fds Consum Dis Etf
(VCR)
|
0.2 |
$270k |
|
886.00 |
304.74 |
Coca-Cola Company
(KO)
|
0.2 |
$268k |
|
4.3k |
62.08 |
Netflix
(NFLX)
|
0.2 |
$252k |
|
672.00 |
375.00 |
Cisco Systems
(CSCO)
|
0.2 |
$234k |
|
4.2k |
55.74 |
Spdr Index Shs Fds Msci Eafe Fs Etf
(EFAX)
|
0.2 |
$229k |
|
3.0k |
76.95 |
Ishares Tr Us Trsprtion
(IYT)
|
0.2 |
$227k |
|
842.00 |
269.60 |
Raymond James Financial
(RJF)
|
0.2 |
$227k |
|
2.1k |
110.14 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.2 |
$222k |
|
16k |
13.59 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.2 |
$222k |
|
4.5k |
48.94 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.2 |
$222k |
|
771.00 |
287.94 |
Sound Finl Ban
(SFBC)
|
0.2 |
$219k |
|
5.7k |
38.14 |
Spdr Ser Tr Prtflo S&p500 Hi
(SPYD)
|
0.2 |
$218k |
|
5.0k |
44.04 |
Select Sector Spdr Tr Financial
(XLF)
|
0.2 |
$218k |
|
5.7k |
38.25 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$217k |
|
2.1k |
104.63 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.2 |
$213k |
|
2.7k |
77.71 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$212k |
|
4.6k |
46.08 |
Verizon Communications
(VZ)
|
0.2 |
$211k |
|
4.1k |
50.95 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$206k |
|
1.6k |
128.11 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.2 |
$203k |
|
414.00 |
490.34 |
At&t
(T)
|
0.2 |
$202k |
|
8.6k |
23.59 |