Spdr Portfolio Prtflo S&p500 Vl
(SPYV)
|
14.6 |
$26M |
|
908k |
28.98 |
Spdr Portfolio Prtflo S&p500 Gw
(SPYG)
|
14.2 |
$26M |
|
570k |
44.92 |
Vanguard Total Total Stk Mkt
(VTI)
|
13.7 |
$25M |
|
158k |
156.52 |
Wisdomtree 90/60 90/60 Balnced Fd
(NTSX)
|
3.9 |
$7.0M |
|
228k |
30.57 |
Vanguard Total Total Bnd Mrkt
(BND)
|
3.4 |
$6.0M |
|
68k |
88.33 |
Ishares Edge Msci Min Vol Etf
(USMV)
|
3.2 |
$5.8M |
|
95k |
60.62 |
Vanguard Intermediate Int-term Corp
(VCIT)
|
3.0 |
$5.5M |
|
58k |
95.12 |
Ishares Core Core S&p500 Etf
(IVV)
|
2.4 |
$4.4M |
|
14k |
309.64 |
Ishares Core Core S&p Mcp Etf
(IJH)
|
2.3 |
$4.1M |
|
23k |
177.78 |
Invesco Qqq Unit Ser 1
(QQQ)
|
2.2 |
$3.9M |
|
16k |
247.59 |
Vanguard Mega Mega Grwth Ind
(MGK)
|
2.1 |
$3.8M |
|
23k |
163.48 |
Ishares 7-10yr Barclays 7 10 Yr
(IEF)
|
2.0 |
$3.6M |
|
30k |
121.84 |
Ishares S&p Core S&p Us Gwt
(IUSG)
|
2.0 |
$3.5M |
|
49k |
71.87 |
Ishares Edge Usa Quality Fctr
(QUAL)
|
1.6 |
$2.9M |
|
30k |
95.92 |
Cornerstone Strategic Value
(CLM)
|
1.3 |
$2.4M |
|
235k |
10.22 |
Ishares Core Core Msci Emkt
(IEMG)
|
1.3 |
$2.3M |
|
49k |
47.60 |
Ishares Russell Rus Md Cp Gr Etf
(IWP)
|
1.2 |
$2.2M |
|
14k |
158.11 |
Cornerstone Total Rtrn Fd In
(CRF)
|
1.2 |
$2.2M |
|
221k |
10.05 |
Ishares Core Core S&p Us Vlu
(IUSV)
|
1.2 |
$2.2M |
|
43k |
52.21 |
Apple
(AAPL)
|
1.2 |
$2.1M |
|
5.8k |
364.72 |
Ishares Broad Broad Usd High
(USHY)
|
1.0 |
$1.7M |
|
45k |
38.20 |
Vanguard Small Sm Cp Val Etf
(VBR)
|
0.9 |
$1.7M |
|
16k |
106.92 |
Ishares Russell Russell 2000 Etf
(IWM)
|
0.9 |
$1.6M |
|
11k |
143.15 |
JPMorgan Chase & Co.
(JPM)
|
0.8 |
$1.5M |
|
16k |
94.04 |
Ishares Tips Tips Bd Etf
(TIP)
|
0.8 |
$1.4M |
|
12k |
122.95 |
Visa Com Cl A
(V)
|
0.7 |
$1.3M |
|
6.7k |
193.08 |
Chevron Corporation
(CVX)
|
0.7 |
$1.3M |
|
14k |
89.21 |
Franklin Templeton
(FTF)
|
0.6 |
$1.1M |
|
135k |
8.46 |
Ishares Gold Ishares
|
0.6 |
$1.1M |
|
64k |
16.98 |
First Trust First Tr Enh New
(FTSM)
|
0.6 |
$1.1M |
|
18k |
59.94 |
Ishares Core Core Msci Eafe
(IEFA)
|
0.6 |
$1.0M |
|
18k |
57.15 |
Realty Income
(O)
|
0.6 |
$996k |
|
17k |
59.45 |
Ishares Jpmorgan Jpmorgan Usd Emg
(EMB)
|
0.5 |
$918k |
|
8.4k |
109.19 |
Microsoft Corporation
(MSFT)
|
0.5 |
$882k |
|
4.3k |
203.46 |
Teladoc
(TDOC)
|
0.5 |
$866k |
|
4.5k |
190.75 |
Amazon
(AMZN)
|
0.4 |
$808k |
|
293.00 |
2757.68 |
Vanguard Dividend Div App Etf
(VIG)
|
0.4 |
$791k |
|
6.8k |
117.05 |
Central Valley Community Ban
|
0.4 |
$789k |
|
51k |
15.38 |
First Trust SHS
(FVD)
|
0.4 |
$753k |
|
25k |
30.29 |
First Trust Dj Internt Idx
(FDN)
|
0.4 |
$746k |
|
4.4k |
170.40 |
Spdr Blackstone Blkstn Gsosrln
(SRLN)
|
0.4 |
$704k |
|
16k |
43.36 |
Vanguard Small Sml Cp Grw Etf
(VBK)
|
0.4 |
$672k |
|
3.4k |
199.41 |
Boeing Company
(BA)
|
0.3 |
$606k |
|
3.3k |
183.19 |
At&t
(T)
|
0.3 |
$599k |
|
20k |
30.18 |
Ishares Edge Min Vol Eafe Etf
(EFAV)
|
0.3 |
$544k |
|
8.2k |
66.00 |
Dominion Resources
(D)
|
0.3 |
$527k |
|
6.5k |
81.08 |
Barings Global Short Duration Com cef
(BGH)
|
0.3 |
$510k |
|
41k |
12.57 |
Ishares Core Core Div Grwth
(DGRO)
|
0.3 |
$491k |
|
13k |
37.54 |
Rivernorth Doubleline Strate
(OPP)
|
0.3 |
$488k |
|
35k |
13.88 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$458k |
|
10k |
44.63 |
Ishares Core Core S&p Scp Etf
(IJR)
|
0.3 |
$457k |
|
6.7k |
68.26 |
Berkshire Hathaway Cl B New
(BRK.B)
|
0.2 |
$442k |
|
2.5k |
178.23 |
Johnson & Johnson
(JNJ)
|
0.2 |
$393k |
|
2.8k |
140.66 |
Essential Properties Realty reit
(EPRT)
|
0.2 |
$389k |
|
26k |
14.81 |
Ishares Edge Usa Momentum Fct
(MTUM)
|
0.2 |
$388k |
|
3.0k |
130.77 |
Cisco Systems
(CSCO)
|
0.2 |
$381k |
|
8.2k |
46.55 |
Ishares Treasury TRS FLT RT BD
(TFLO)
|
0.2 |
$375k |
|
7.5k |
50.21 |
Union Pacific Corporation
(UNP)
|
0.2 |
$365k |
|
2.2k |
169.06 |
Vanguard Mid Mcap Vl Idxvip
(VOE)
|
0.2 |
$363k |
|
3.8k |
95.68 |
SPDR S&P Tr Unit
(SPY)
|
0.2 |
$353k |
|
1.1k |
308.03 |
General Mills
(GIS)
|
0.2 |
$334k |
|
5.4k |
61.48 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$308k |
|
1.0k |
302.55 |
Intel Corporation
(INTC)
|
0.2 |
$289k |
|
4.8k |
59.66 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$278k |
|
197.00 |
1411.17 |
Compass Diversified Sh Ben Int
(CODI)
|
0.2 |
$275k |
|
16k |
17.19 |
Cohen & Steers infrastucture Fund
(UTF)
|
0.2 |
$275k |
|
13k |
22.00 |
Spdr Doubleline Spdr Tr Tactic
(TOTL)
|
0.2 |
$272k |
|
5.5k |
49.41 |
Walt Disney Com Disney
(DIS)
|
0.2 |
$271k |
|
2.4k |
111.11 |
UnitedHealth
(UNH)
|
0.1 |
$265k |
|
899.00 |
294.77 |
Pepsi
(PEP)
|
0.1 |
$260k |
|
2.0k |
132.25 |
Southern Company
(SO)
|
0.1 |
$259k |
|
5.0k |
51.80 |
Ishares Edge Edge Us Fixd Inm
(FIBR)
|
0.1 |
$247k |
|
2.4k |
101.40 |
Home Depot
(HD)
|
0.1 |
$244k |
|
975.00 |
250.26 |
Cigna Corp
(CI)
|
0.1 |
$243k |
|
1.3k |
187.36 |
Omega Healthcare Investors
(OHI)
|
0.1 |
$242k |
|
8.2k |
29.69 |
Gabelli Healthcare SHS
(GRX)
|
0.1 |
$241k |
|
24k |
10.03 |
Calamos
(CCD)
|
0.1 |
$237k |
|
11k |
21.09 |
Facebook Cl A
(META)
|
0.1 |
$233k |
|
1.0k |
226.21 |
Ishares Floating Fltg Rate Nt Etf
(FLOT)
|
0.1 |
$227k |
|
4.5k |
50.41 |
Medical Properties Trust
(MPW)
|
0.1 |
$224k |
|
12k |
18.78 |
Sempra Energy
(SRE)
|
0.1 |
$223k |
|
1.9k |
116.94 |
Eversource Energy
(ES)
|
0.1 |
$219k |
|
2.6k |
82.89 |
Jpmorgan Ultra Shrt Inc
(JPST)
|
0.1 |
$219k |
|
4.3k |
50.61 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$213k |
|
3.6k |
58.81 |
Proshares S&p S&p Mdcp 400 Div
(REGL)
|
0.1 |
$210k |
|
4.0k |
52.43 |
Voya Global Eq Div & Pr Opp
(IGD)
|
0.1 |
$208k |
|
43k |
4.82 |
Calamos Convertible Sh Ben Int
(CHI)
|
0.1 |
$159k |
|
15k |
10.60 |
Eaton Vance Limited Duration Income Fund
(EVV)
|
0.1 |
$143k |
|
13k |
11.27 |
Ivy High Income Opportunities
|
0.1 |
$142k |
|
13k |
11.18 |
Invesco SHS
(IVZ)
|
0.1 |
$132k |
|
12k |
10.75 |
Eaton Vance Tax-Managed Global Dive Eq
(EXG)
|
0.1 |
$128k |
|
17k |
7.37 |
Kayne Anderson MLP Investment
(KYN)
|
0.0 |
$52k |
|
10k |
5.20 |
Clearbridge Energy Mlp Opp F
|
0.0 |
$42k |
|
18k |
2.33 |