|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
7.6 |
$7.8M |
|
155k |
50.23 |
|
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
6.7 |
$6.8M |
|
163k |
41.82 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
5.1 |
$5.2M |
|
165k |
31.71 |
|
Dimensional Etf Trust Intl Small Cap V
(DISV)
|
4.5 |
$4.6M |
|
116k |
40.13 |
|
Invesco Exch Traded Fd Tr Ii Var Rate Pfd
(VRP)
|
4.4 |
$4.5M |
|
186k |
24.31 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
3.9 |
$4.0M |
|
51k |
77.91 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
3.7 |
$3.8M |
|
44k |
85.49 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
3.7 |
$3.7M |
|
16k |
236.62 |
|
Wisdomtree Tr Emer Mkt High Fd
(DEM)
|
3.5 |
$3.6M |
|
67k |
53.79 |
|
Ishares Tr Intl Div Grwth
(IGRO)
|
3.4 |
$3.5M |
|
39k |
87.93 |
|
Spdr Series Trust St Str Sp Div
(SDY)
|
3.2 |
$3.3M |
|
22k |
152.18 |
|
Ishares Msci Emerg Mrkt
(EEMV)
|
2.8 |
$2.8M |
|
38k |
75.28 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
2.6 |
$2.7M |
|
7.3k |
370.13 |
|
Pfizer
(PFE)
|
2.0 |
$2.1M |
|
87k |
24.08 |
|
Spdr Series Trust State Stret Spdr
(TIPX)
|
1.9 |
$1.9M |
|
102k |
18.93 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
1.7 |
$1.7M |
|
22k |
79.04 |
|
Apple
(AAPL)
|
1.5 |
$1.5M |
|
5.3k |
289.42 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
1.5 |
$1.5M |
|
2.0k |
737.12 |
|
Investment Managers Ser Tr I Fpa Gbl Eqty Etf
(FPAG)
|
1.4 |
$1.4M |
|
36k |
40.14 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.4 |
$1.4M |
|
2.8k |
500.39 |
|
Clorox Company
(CLX)
|
1.3 |
$1.3M |
|
14k |
95.44 |
|
Vanguard Index Fds Value Etf
(VTV)
|
1.3 |
$1.3M |
|
6.0k |
217.96 |
|
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
1.1 |
$1.1M |
|
11k |
102.17 |
|
Becton, Dickinson and
(BDX)
|
1.0 |
$1.0M |
|
6.7k |
151.34 |
|
Microsoft Corporation
(MSFT)
|
1.0 |
$1.0M |
|
2.7k |
373.09 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.9 |
$948k |
|
14k |
69.90 |
|
Vanguard Whitehall Fds Intl Dvd Etf
(VIGI)
|
0.9 |
$926k |
|
9.9k |
93.39 |
|
Dimensional Etf Trust Emerging Mkts Va
(DFEV)
|
0.9 |
$890k |
|
21k |
42.67 |
|
JPMorgan Chase & Co.
(JPM)
|
0.8 |
$793k |
|
2.4k |
327.39 |
|
Schwab Strategic Tr Internl Divid
(SCHY)
|
0.7 |
$763k |
|
24k |
31.73 |
|
Abbvie
(ABBV)
|
0.7 |
$749k |
|
3.0k |
251.67 |
|
Exxon Mobil Corporation
(XOM)
|
0.7 |
$746k |
|
5.5k |
136.72 |
|
Abbott Laboratories
(ABT)
|
0.7 |
$723k |
|
8.0k |
90.74 |
|
Capital Group Gbl Growth Eqt Shs Creat Unit
(CGGO)
|
0.7 |
$701k |
|
17k |
42.33 |
|
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.7 |
$700k |
|
13k |
52.41 |
|
Merck & Co
(MRK)
|
0.7 |
$683k |
|
5.3k |
128.50 |
|
Home Depot
(HD)
|
0.7 |
$683k |
|
1.9k |
352.68 |
|
Franklin Templeton Etf Tr Franklin Dyn Mun
(FLMI)
|
0.7 |
$671k |
|
27k |
25.17 |
|
Johnson & Johnson
(JNJ)
|
0.6 |
$659k |
|
2.6k |
254.04 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.6 |
$659k |
|
4.8k |
137.62 |
|
Nextera Energy
(NEE)
|
0.6 |
$656k |
|
7.5k |
87.77 |
|
Southern Company
(SO)
|
0.6 |
$645k |
|
6.7k |
95.72 |
|
NVIDIA Corporation
(NVDA)
|
0.6 |
$639k |
|
3.2k |
200.09 |
|
Raytheon Technologies Corp
(RTX)
|
0.6 |
$574k |
|
3.0k |
189.73 |
|
Anthem
(ELV)
|
0.6 |
$573k |
|
1.5k |
386.73 |
|
Union Pacific Corporation
(UNP)
|
0.5 |
$556k |
|
2.0k |
272.01 |
|
Cigna Corp
(CI)
|
0.5 |
$547k |
|
2.0k |
275.68 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.5 |
$534k |
|
6.6k |
80.57 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.5 |
$514k |
|
5.4k |
95.44 |
|
Capital One Financial
(COF)
|
0.5 |
$508k |
|
2.5k |
200.62 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$493k |
|
1.4k |
353.45 |
|
Ge Aerospace Com New
(GE)
|
0.5 |
$488k |
|
1.3k |
373.73 |
|
Ishares Tr Core S&p Us Vlu
(IUSV)
|
0.5 |
$467k |
|
4.2k |
110.15 |
|
Qualcomm
(QCOM)
|
0.5 |
$467k |
|
2.5k |
184.79 |
|
Cisco Systems
(CSCO)
|
0.4 |
$460k |
|
3.9k |
117.46 |
|
Chevron Corporation
(CVX)
|
0.4 |
$457k |
|
2.8k |
165.82 |
|
Verizon Communications
(VZ)
|
0.4 |
$450k |
|
11k |
42.34 |
|
Hershey Company
(HSY)
|
0.4 |
$421k |
|
2.4k |
175.45 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$388k |
|
2.6k |
148.34 |
|
Ishares Tr Glob Hlthcre Etf
(IXJ)
|
0.4 |
$377k |
|
3.8k |
98.39 |
|
Chubb
(CB)
|
0.4 |
$369k |
|
1.1k |
340.74 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.4 |
$363k |
|
2.3k |
156.30 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.4 |
$360k |
|
2.9k |
124.17 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.4 |
$359k |
|
4.8k |
74.90 |
|
Ishares Tr Morningstar Grwt
(ILCG)
|
0.3 |
$351k |
|
3.0k |
117.02 |
|
Fidelity Covington Trust Msci Hlth Care I
(FHLC)
|
0.3 |
$351k |
|
4.5k |
77.26 |
|
Bank of America Corporation
(BAC)
|
0.3 |
$349k |
|
6.1k |
57.00 |
|
PNC Financial Services
(PNC)
|
0.3 |
$320k |
|
1.3k |
246.22 |
|
Illinois Tool Works
(ITW)
|
0.3 |
$285k |
|
1.1k |
270.47 |
|
Taiwan Semiconductor Manufac Sponsored Ads
(TSM)
|
0.3 |
$282k |
|
591.00 |
477.57 |
|
Amazon
(AMZN)
|
0.3 |
$278k |
|
1.2k |
238.34 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.3 |
$275k |
|
4.6k |
59.69 |
|
Analog Devices
(ADI)
|
0.3 |
$257k |
|
647.00 |
397.17 |
|
Blackrock
(BLK)
|
0.2 |
$242k |
|
252.00 |
961.56 |
|
American Express Company
(AXP)
|
0.2 |
$236k |
|
696.00 |
338.35 |
|
Eli Lilly & Co.
(LLY)
|
0.2 |
$230k |
|
192.00 |
1199.43 |
|
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd
(VTEC)
|
0.2 |
$227k |
|
2.3k |
100.60 |
|
Bristol Myers Squibb
(BMY)
|
0.2 |
$226k |
|
3.9k |
57.62 |
|
Ishares Tr Select Us Reit
(ICF)
|
0.2 |
$224k |
|
3.3k |
67.63 |
|
Capital Grp Fixed Incm Etf T Mun Inm Etf
(CGMU)
|
0.2 |
$220k |
|
8.0k |
27.47 |
|
Danaher Corporation
(DHR)
|
0.2 |
$215k |
|
1.1k |
190.48 |
|
Pepsi
(PEP)
|
0.2 |
$210k |
|
1.6k |
135.42 |
|
Duke Energy Corp Com New
(DUK)
|
0.2 |
$210k |
|
1.7k |
126.58 |
|
Lockheed Martin Corporation
(LMT)
|
0.2 |
$208k |
|
409.00 |
509.46 |
|
Cohen & Steers Quality Income Realty
(RQI)
|
0.2 |
$162k |
|
13k |
12.31 |
|
Ambev Sa Sponsored Adr
(ABEV)
|
0.1 |
$112k |
|
36k |
3.14 |
|
Cohen & Steers Quality Incom Right 07/15/2026
|
0.0 |
$192.355000 |
|
13k |
0.01 |