Vaneck Vectors Etf Tr Morningstar Wide
(MOAT)
|
10.3 |
$20M |
|
270k |
74.85 |
Ishares Tr Core S&p500 Etf
(IVV)
|
8.9 |
$18M |
|
40k |
435.65 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
5.7 |
$11M |
|
41k |
270.28 |
Apple
(AAPL)
|
4.9 |
$9.6M |
|
69k |
139.95 |
Vanguard World Fds Health Car Etf
(VHT)
|
4.1 |
$8.1M |
|
32k |
250.95 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
3.6 |
$7.0M |
|
95k |
73.89 |
Visa Com Cl A
(V)
|
2.7 |
$5.2M |
|
22k |
238.63 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
2.5 |
$4.9M |
|
44k |
112.50 |
Amazon
(AMZN)
|
2.4 |
$4.8M |
|
1.4k |
3511.00 |
Microsoft Corporation
(MSFT)
|
2.1 |
$4.1M |
|
15k |
277.63 |
Vaneck Vectors Etf Tr Mrngstr Dur Dv
(DURA)
|
1.9 |
$3.7M |
|
119k |
31.09 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
1.8 |
$3.6M |
|
66k |
54.76 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
1.8 |
$3.5M |
|
47k |
75.78 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.8 |
$3.5M |
|
22k |
156.72 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
1.6 |
$3.1M |
|
7.9k |
398.73 |
The Alger Etf Trust Mid Cap 40 Etf
(FRTY)
|
1.4 |
$2.8M |
|
132k |
20.92 |
Ishares Tr Msci Global Imp
(SDG)
|
1.3 |
$2.6M |
|
26k |
99.72 |
Ishares Gold Tr Ishares New
(IAU)
|
1.3 |
$2.5M |
|
74k |
34.03 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
1.3 |
$2.5M |
|
6.9k |
358.64 |
Alphabet Cap Stk Cl C
(GOOG)
|
1.2 |
$2.4M |
|
946.00 |
2574.00 |
Simon Property
(SPG)
|
1.1 |
$2.2M |
|
17k |
129.64 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.1 |
$2.2M |
|
869.00 |
2505.18 |
Costco Wholesale Corporation
(COST)
|
1.0 |
$1.9M |
|
4.8k |
398.95 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.9 |
$1.8M |
|
15k |
123.06 |
Walt Disney Company
(DIS)
|
0.9 |
$1.8M |
|
10k |
177.11 |
Home Depot
(HD)
|
0.9 |
$1.8M |
|
5.5k |
322.72 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.9 |
$1.7M |
|
22k |
74.54 |
Tesla Motors
(TSLA)
|
0.8 |
$1.6M |
|
2.4k |
678.74 |
Boeing Company
(BA)
|
0.8 |
$1.6M |
|
6.7k |
236.72 |
Ishares Tr Calif Mun Bd Etf
(CMF)
|
0.8 |
$1.5M |
|
24k |
62.62 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.8 |
$1.5M |
|
40k |
37.04 |
Ares Capital Corporation
(ARCC)
|
0.7 |
$1.4M |
|
73k |
19.93 |
NVIDIA Corporation
(NVDA)
|
0.7 |
$1.4M |
|
1.7k |
819.76 |
Adobe Systems Incorporated
(ADBE)
|
0.7 |
$1.4M |
|
2.3k |
593.16 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.6 |
$1.3M |
|
5.7k |
225.26 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.6 |
$1.3M |
|
3.00 |
420000.00 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.6 |
$1.3M |
|
4.6k |
275.30 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.6 |
$1.2M |
|
12k |
102.54 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.6 |
$1.2M |
|
24k |
51.85 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.6 |
$1.2M |
|
23k |
51.00 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.6 |
$1.2M |
|
6.9k |
167.32 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.6 |
$1.1M |
|
20k |
55.32 |
Spdr Ser Tr Portfolio S&p400
(SPMD)
|
0.6 |
$1.1M |
|
24k |
47.46 |
Edwards Lifesciences
(EW)
|
0.6 |
$1.1M |
|
11k |
106.61 |
Ishares Tr S&P SML 600 GWT
(IJT)
|
0.5 |
$1.1M |
|
8.0k |
132.04 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
0.5 |
$968k |
|
15k |
64.00 |
Leggett & Platt
(LEG)
|
0.5 |
$957k |
|
24k |
40.65 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.5 |
$941k |
|
22k |
43.75 |
Nike CL B
(NKE)
|
0.5 |
$918k |
|
5.7k |
159.82 |
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.5 |
$906k |
|
7.8k |
115.95 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$811k |
|
5.2k |
155.99 |
McDonald's Corporation
(MCD)
|
0.4 |
$806k |
|
3.4k |
233.76 |
Mastercard Incorporated Cl A
(MA)
|
0.4 |
$791k |
|
2.1k |
374.88 |
Facebook Cl A
(META)
|
0.4 |
$763k |
|
2.2k |
354.55 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.4 |
$749k |
|
3.3k |
229.05 |
Vaneck Vectors Etf Tr Fallen Angel Hg
(ANGL)
|
0.4 |
$745k |
|
23k |
33.00 |
Ishares Tr Global Reit Etf
(REET)
|
0.4 |
$743k |
|
27k |
27.95 |
Rockwell Automation
(ROK)
|
0.4 |
$713k |
|
2.5k |
285.20 |
Cloudflare Cl A Com
(NET)
|
0.4 |
$711k |
|
6.7k |
105.98 |
Target Corporation
(TGT)
|
0.4 |
$707k |
|
2.9k |
246.43 |
Caterpillar
(CAT)
|
0.4 |
$701k |
|
3.2k |
217.84 |
Chevron Corporation
(CVX)
|
0.3 |
$674k |
|
6.4k |
106.11 |
Amgen
(AMGN)
|
0.3 |
$659k |
|
2.6k |
248.87 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.3 |
$645k |
|
24k |
26.53 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$621k |
|
1.4k |
433.66 |
Bank of America Corporation
(BAC)
|
0.3 |
$607k |
|
15k |
41.14 |
Vanguard World Mega Grwth Ind
(MGK)
|
0.3 |
$595k |
|
2.5k |
234.62 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.3 |
$592k |
|
3.6k |
165.55 |
American Express Company
(AXP)
|
0.3 |
$585k |
|
3.5k |
168.44 |
Johnson & Johnson
(JNJ)
|
0.3 |
$578k |
|
3.4k |
168.96 |
Spdr Index Shs Fds S&p Intl Smlcp
(GWX)
|
0.3 |
$578k |
|
15k |
39.00 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.3 |
$561k |
|
13k |
44.74 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.3 |
$556k |
|
4.8k |
115.30 |
Spdr Ser Tr Portfolio Short
(SPSB)
|
0.3 |
$531k |
|
17k |
31.27 |
Cisco Systems
(CSCO)
|
0.3 |
$524k |
|
9.8k |
53.50 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
0.3 |
$510k |
|
13k |
39.87 |
RWT HLDGS Note 5.750%10/0
|
0.3 |
$504k |
|
500k |
1.01 |
Realty Income
(O)
|
0.2 |
$491k |
|
7.3k |
67.47 |
Ishares Tr Modert Alloc Etf
(AOM)
|
0.2 |
$474k |
|
11k |
45.10 |
Select Sector Spdr Tr Sbi Int-inds
(XLI)
|
0.2 |
$454k |
|
4.4k |
103.25 |
Becton, Dickinson and
(BDX)
|
0.2 |
$437k |
|
1.8k |
248.30 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.2 |
$429k |
|
5.0k |
86.20 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$429k |
|
4.1k |
105.20 |
Pepsi
(PEP)
|
0.2 |
$424k |
|
2.8k |
149.03 |
Ark Etf Tr Innovation Etf
(ARKK)
|
0.2 |
$415k |
|
3.2k |
128.13 |
Sun Life Financial
(SLF)
|
0.2 |
$414k |
|
18k |
23.14 |
Qualcomm
(QCOM)
|
0.2 |
$410k |
|
2.9k |
142.41 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$386k |
|
6.1k |
63.21 |
Procter & Gamble Company
(PG)
|
0.2 |
$384k |
|
2.8k |
135.98 |
Vereit
|
0.2 |
$381k |
|
8.2k |
46.45 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.2 |
$364k |
|
1.3k |
290.50 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.2 |
$346k |
|
3.0k |
113.82 |
Paypal Holdings
(PYPL)
|
0.2 |
$342k |
|
1.2k |
290.08 |
Yum! Brands
(YUM)
|
0.2 |
$321k |
|
2.7k |
116.90 |
Cohen & Steers Slt Pfd Incm
(PSF)
|
0.2 |
$321k |
|
10k |
30.73 |
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
0.2 |
$311k |
|
13k |
23.51 |
Verizon Communications
(VZ)
|
0.2 |
$304k |
|
5.4k |
56.36 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$299k |
|
784.00 |
381.38 |
Abbott Laboratories
(ABT)
|
0.2 |
$298k |
|
2.5k |
118.21 |
International Business Machines
(IBM)
|
0.1 |
$290k |
|
2.1k |
139.89 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$290k |
|
834.00 |
347.72 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$282k |
|
5.2k |
54.70 |
Union Pacific Corporation
(UNP)
|
0.1 |
$278k |
|
1.2k |
224.37 |
Abbvie
(ABBV)
|
0.1 |
$277k |
|
2.4k |
114.99 |
Skyworks Solutions
(SWKS)
|
0.1 |
$276k |
|
1.4k |
191.67 |
Eyenovia Inc equity
(EYEN)
|
0.1 |
$275k |
|
55k |
5.00 |
IDEXX Laboratories
(IDXX)
|
0.1 |
$270k |
|
417.00 |
647.48 |
Wal-Mart Stores
(WMT)
|
0.1 |
$265k |
|
1.9k |
140.14 |
Square Cl A
(SQ)
|
0.1 |
$252k |
|
1.0k |
240.69 |
At&t
(T)
|
0.1 |
$250k |
|
8.6k |
29.21 |
Starbucks Corporation
(SBUX)
|
0.1 |
$244k |
|
2.1k |
114.93 |
Ishares Tr Core S&p Us Gwt
(IUSG)
|
0.1 |
$235k |
|
2.3k |
102.80 |
Lennar Corp Cl A
(LEN)
|
0.1 |
$227k |
|
2.2k |
101.48 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$227k |
|
2.2k |
103.84 |
Ishares Tr Ishares Biotech
(IBB)
|
0.1 |
$224k |
|
1.4k |
164.83 |
Palo Alto Networks
(PANW)
|
0.1 |
$224k |
|
600.00 |
373.33 |
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$223k |
|
3.3k |
66.81 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$220k |
|
2.2k |
100.05 |
T. Rowe Price
(TROW)
|
0.1 |
$220k |
|
1.1k |
203.70 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.1 |
$207k |
|
2.6k |
78.89 |
Intel Corporation
(INTC)
|
0.1 |
$207k |
|
3.6k |
56.81 |
Goldman Sachs
(GS)
|
0.1 |
$205k |
|
549.00 |
373.41 |
Parker-Hannifin Corporation
(PH)
|
0.1 |
$205k |
|
666.00 |
307.81 |
Ford Motor Company
(F)
|
0.1 |
$200k |
|
13k |
14.94 |