Microsoft Corporation
(MSFT)
|
12.9 |
$13M |
|
50k |
256.83 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
6.4 |
$6.4M |
|
23k |
273.02 |
Vanguard Tax-managed Intl Van Ftse Dev Mkt
(VEA)
|
6.2 |
$6.2M |
|
151k |
40.80 |
Apple
(AAPL)
|
5.8 |
$5.7M |
|
42k |
136.91 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
4.2 |
$4.2M |
|
46k |
91.11 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
3.7 |
$3.6M |
|
25k |
143.45 |
Wisdomtree Tr Us Midcap Divid
(DON)
|
3.5 |
$3.5M |
|
89k |
38.98 |
J P Morgan Exchange Traded F Intl Bd Opp Etf
(JPIB)
|
3.0 |
$3.0M |
|
67k |
44.94 |
Select Sector Spdr Tr Technology
(XLK)
|
2.5 |
$2.5M |
|
20k |
127.20 |
Ishares Tr Core Div Grwth
(DGRO)
|
2.5 |
$2.4M |
|
51k |
47.64 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
2.4 |
$2.4M |
|
33k |
71.91 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
2.2 |
$2.2M |
|
62k |
34.77 |
Ishares Tr Hdg Msci Eafe
(HEFA)
|
2.0 |
$2.0M |
|
63k |
31.82 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
1.8 |
$1.8M |
|
6.3k |
280.35 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.7 |
$1.7M |
|
9.1k |
188.59 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.5 |
$1.5M |
|
20k |
75.24 |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
1.5 |
$1.5M |
|
32k |
47.82 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
1.5 |
$1.4M |
|
23k |
62.74 |
Starbucks Corporation
(SBUX)
|
1.4 |
$1.4M |
|
18k |
76.38 |
Spdr Ser Tr Ssga Us Lrg Etf
(LGLV)
|
1.4 |
$1.4M |
|
11k |
130.94 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
1.3 |
$1.3M |
|
11k |
111.71 |
Etf Managers Tr Etho Climate Lea
|
1.3 |
$1.3M |
|
27k |
47.57 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
1.2 |
$1.2M |
|
25k |
48.00 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
1.2 |
$1.1M |
|
11k |
101.74 |
Amazon
(AMZN)
|
1.1 |
$1.0M |
|
9.8k |
106.23 |
Costco Wholesale Corporation
(COST)
|
1.0 |
$974k |
|
2.0k |
479.33 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
1.0 |
$973k |
|
4.5k |
218.60 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.9 |
$901k |
|
12k |
76.24 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.9 |
$888k |
|
5.0k |
176.02 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.9 |
$848k |
|
5.9k |
144.93 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.8 |
$823k |
|
35k |
23.31 |
Columbia Etf Tr I Diversifid Fxd
(DIAL)
|
0.8 |
$818k |
|
46k |
17.66 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.8 |
$771k |
|
6.0k |
128.31 |
Vanguard World Fds Health Car Etf
(VHT)
|
0.7 |
$711k |
|
3.0k |
235.66 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.7 |
$704k |
|
22k |
32.32 |
Engine No 1 Etf Trust Transfrm 500 Etf
(VOTE)
|
0.7 |
$686k |
|
16k |
43.77 |
Johnson & Johnson
(JNJ)
|
0.7 |
$657k |
|
3.7k |
177.62 |
Select Sector Spdr Tr Sbi Int-inds
(XLI)
|
0.7 |
$655k |
|
7.5k |
87.32 |
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.6 |
$634k |
|
1.9k |
326.80 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.6 |
$616k |
|
3.1k |
196.93 |
Sba Communications Corp Cl A
(SBAC)
|
0.6 |
$560k |
|
1.8k |
320.00 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.5 |
$506k |
|
5.0k |
100.52 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.5 |
$501k |
|
6.3k |
79.21 |
Spdr Ser Tr Prtflo S&p500 Hi
(SPYD)
|
0.5 |
$477k |
|
12k |
39.91 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.5 |
$462k |
|
2.3k |
197.01 |
Exxon Mobil Corporation
(XOM)
|
0.4 |
$434k |
|
5.1k |
85.74 |
McDonald's Corporation
(MCD)
|
0.4 |
$429k |
|
1.7k |
246.84 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.4 |
$417k |
|
1.8k |
226.02 |
Ishares Tr Cohen Steer Reit
(ICF)
|
0.4 |
$413k |
|
6.8k |
60.78 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.4 |
$411k |
|
16k |
25.38 |
Ishares Tr National Mun Etf
(MUB)
|
0.4 |
$393k |
|
3.7k |
106.39 |
Chevron Corporation
(CVX)
|
0.4 |
$383k |
|
2.6k |
144.97 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
0.4 |
$364k |
|
9.9k |
36.83 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.4 |
$357k |
|
1.6k |
223.12 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
0.4 |
$350k |
|
6.0k |
58.82 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.3 |
$342k |
|
987.00 |
346.50 |
Pimco Equity Ser Rafi Esg Us
(RAFE)
|
0.3 |
$338k |
|
12k |
27.53 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.3 |
$334k |
|
5.3k |
62.46 |
Nushares Etf Tr Nuveen Esg Intl
(NUDM)
|
0.3 |
$332k |
|
13k |
25.25 |
Spdr Ser Tr Ice Pfd Sec Etf
(PSK)
|
0.3 |
$332k |
|
9.3k |
35.80 |
Wisdomtree Tr Us Midcap Fund
(EZM)
|
0.3 |
$319k |
|
6.9k |
45.99 |
Boeing Company
(BA)
|
0.3 |
$307k |
|
2.2k |
136.69 |
Procter & Gamble Company
(PG)
|
0.3 |
$306k |
|
2.1k |
144.00 |
Vanguard World Fds Consum Stp Etf
(VDC)
|
0.3 |
$285k |
|
1.5k |
185.55 |
Invesco Exchange Traded Fd T Hig Yld Eq Div
(PEY)
|
0.3 |
$282k |
|
14k |
20.55 |
Vaneck Etf Trust Fallen Angel Hg
(ANGL)
|
0.3 |
$277k |
|
10k |
27.05 |
Visa Com Cl A
(V)
|
0.3 |
$274k |
|
1.4k |
196.98 |
Coca-Cola Company
(KO)
|
0.3 |
$273k |
|
4.3k |
62.82 |
Ishares Tr Residential Mult
(REZ)
|
0.3 |
$266k |
|
3.3k |
79.93 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
0.3 |
$261k |
|
5.0k |
52.20 |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol
(SPHD)
|
0.2 |
$243k |
|
5.5k |
44.06 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.2 |
$232k |
|
3.8k |
60.29 |
Pimco Etf Tr Enhancd Short
(EMNT)
|
0.2 |
$227k |
|
2.3k |
98.31 |
Monster Beverage Corp
(MNST)
|
0.2 |
$222k |
|
2.4k |
92.50 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$221k |
|
1.5k |
151.79 |
Ssga Active Tr Spdr Nuveen Mun
(MBNE)
|
0.2 |
$220k |
|
7.4k |
29.58 |
Sound Finl Ban
(SFBC)
|
0.2 |
$218k |
|
5.7k |
37.97 |
Applied Materials
(AMAT)
|
0.2 |
$215k |
|
2.4k |
90.87 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$211k |
|
5.1k |
41.67 |
Ishares Tr Egsadvncdmsci Em
(EMXF)
|
0.2 |
$205k |
|
5.6k |
36.33 |
Vanguard World Fds Consum Dis Etf
(VCR)
|
0.2 |
$202k |
|
887.00 |
227.73 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.2 |
$170k |
|
14k |
12.36 |