JPMorgan Chase & Co.
(JPM)
|
25.3 |
$45M |
|
400k |
111.80 |
iShares S&P 500 Index
(IVV)
|
10.7 |
$19M |
|
64k |
294.75 |
iShares S&P 500 Growth Index
(IVW)
|
5.2 |
$9.2M |
|
51k |
179.24 |
Ishares Core Msci Eafe Etf core msci eafe
(IEFA)
|
5.1 |
$9.1M |
|
148k |
61.40 |
iShares S&P SmallCap 600 Index
(IJR)
|
5.1 |
$9.0M |
|
115k |
78.28 |
iShares S&P MidCap 400 Index
(IJH)
|
4.0 |
$7.1M |
|
36k |
194.25 |
iShares S&P 500 Value Index
(IVE)
|
3.0 |
$5.3M |
|
46k |
116.57 |
Ishares Inc core msci emkt
(IEMG)
|
3.0 |
$5.3M |
|
104k |
51.44 |
iShares Lehman Aggregate Bond
(AGG)
|
2.8 |
$4.9M |
|
44k |
111.34 |
iShares Dow Jones Select Dividend
(DVY)
|
2.5 |
$4.4M |
|
44k |
99.55 |
iShares Dow Jones US Real Estate
(IYR)
|
2.5 |
$4.3M |
|
50k |
87.30 |
ISHARES TR MSCI Small Cap msci small cap
(SCZ)
|
2.2 |
$4.0M |
|
69k |
57.39 |
iShares S&P MidCap 400 Growth
(IJK)
|
2.0 |
$3.6M |
|
16k |
226.25 |
Ishares Tr ibnd dec21 etf
|
2.0 |
$3.6M |
|
144k |
24.92 |
iShares S&P SmallCap 600 Growth
(IJT)
|
1.8 |
$3.1M |
|
17k |
182.44 |
Ishares Tr Dec 2020
|
1.4 |
$2.5M |
|
99k |
25.33 |
Ishares Tr Ibonds December 2022 Corp Etf
|
1.3 |
$2.3M |
|
91k |
25.23 |
Spdr S&p 500 Etf
(SPY)
|
1.2 |
$2.2M |
|
7.5k |
292.92 |
iShares MSCI EAFE Index Fund
(EFA)
|
1.2 |
$2.0M |
|
31k |
65.71 |
Ishares Core Intl Stock Etf core
(IXUS)
|
1.1 |
$1.9M |
|
33k |
58.64 |
iShares S&P MidCap 400 Value Index
(IJJ)
|
1.1 |
$1.9M |
|
12k |
159.44 |
Vanguard Charlotte Fds intl bd idx etf
(BNDX)
|
1.1 |
$1.9M |
|
33k |
57.28 |
Ishares Tr core strm usbd
(ISTB)
|
1.1 |
$1.9M |
|
37k |
50.42 |
iShares Barclays TIPS Bond Fund
(TIP)
|
1.0 |
$1.8M |
|
15k |
115.48 |
Ishares Tr
|
1.0 |
$1.7M |
|
69k |
24.87 |
Ishares Tr fltg rate nt
(FLOT)
|
0.8 |
$1.4M |
|
27k |
50.90 |
Vanguard Utilities ETF
(VPU)
|
0.8 |
$1.3M |
|
10k |
132.86 |
Ishares Tr ibonds dec 21
|
0.6 |
$1.1M |
|
41k |
25.76 |
iShares S&P SmallCap 600 Value Idx
(IJS)
|
0.6 |
$1.1M |
|
7.1k |
148.59 |
Ishares Tr core div grwth
(DGRO)
|
0.5 |
$947k |
|
25k |
38.17 |
Ishares 2020 Amt-free Muni Bond Etf
|
0.5 |
$903k |
|
35k |
25.53 |
iShares S&P US Pref Stock Idx Fnd
(PFF)
|
0.5 |
$885k |
|
24k |
36.85 |
iShares Russell 1000 Growth Index
(IWF)
|
0.5 |
$862k |
|
5.5k |
157.21 |
Ishares Tr ibonds dec 22
|
0.5 |
$867k |
|
33k |
26.10 |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
(SUB)
|
0.4 |
$774k |
|
7.3k |
106.48 |
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit
(DBC)
|
0.4 |
$726k |
|
46k |
15.73 |
Ishares Tr Ibonds Dec2023 etf
|
0.4 |
$709k |
|
28k |
25.69 |
iShares Russell 2000 Growth Index
(IWO)
|
0.4 |
$633k |
|
3.2k |
200.76 |
iShares MSCI Emerging Markets Indx
(EEM)
|
0.3 |
$626k |
|
15k |
42.86 |
I Shares 2019 Etf
|
0.3 |
$611k |
|
24k |
25.42 |
Ishares Tr ibnd dec23 etf
|
0.3 |
$546k |
|
22k |
25.38 |
iShares Russell 1000 Value Index
(IWD)
|
0.3 |
$461k |
|
3.6k |
127.00 |
iShares Russell 2000 Value Index
(IWN)
|
0.3 |
$467k |
|
3.9k |
120.42 |
Procter & Gamble Company
(PG)
|
0.2 |
$439k |
|
4.0k |
109.64 |
General Dynamics Corporation
(GD)
|
0.2 |
$412k |
|
2.3k |
181.74 |
iShares IBoxx $ Invest Grade Corp Bd
(LQD)
|
0.2 |
$386k |
|
3.1k |
124.16 |
Vanguard REIT ETF
(VNQ)
|
0.2 |
$386k |
|
4.4k |
87.29 |
Ishares Tr eafe min volat
(EFAV)
|
0.2 |
$389k |
|
5.4k |
72.49 |
iShares Dow Jones US Energy Sector
(IYE)
|
0.2 |
$380k |
|
11k |
34.36 |
iShares MSCI ACWI ex US Index Fund
(ACWX)
|
0.2 |
$348k |
|
7.5k |
46.71 |
Microsoft Corporation
(MSFT)
|
0.2 |
$338k |
|
2.5k |
133.91 |
iShares iBoxx $ High Yid Corp Bond
(HYG)
|
0.2 |
$340k |
|
3.9k |
87.05 |
Annaly Capital Management
|
0.2 |
$294k |
|
32k |
9.11 |
MFA Mortgage Investments
|
0.2 |
$298k |
|
42k |
7.18 |
iShares Dow Jones EPAC Sel Div Ind
(IDV)
|
0.2 |
$294k |
|
9.6k |
30.70 |
Bank of America Corporation
(BAC)
|
0.1 |
$239k |
|
8.3k |
28.89 |
Johnson & Johnson
(JNJ)
|
0.1 |
$243k |
|
1.7k |
139.10 |
iShares Russell 2000 Index
(IWM)
|
0.1 |
$230k |
|
1.5k |
155.51 |
iShares S&P AMT-Fr Mncpl Bnd
(NYF)
|
0.1 |
$221k |
|
3.9k |
56.58 |
Pfizer
(PFE)
|
0.1 |
$215k |
|
5.0k |
43.26 |