JPMorgan Chase & Co.
(JPM)
|
14.8 |
$16M |
|
152k |
104.50 |
J P Morgan Exchange Traded F Betabuildrs Us
(BBUS)
|
13.7 |
$15M |
|
229k |
64.34 |
J P Morgan Exchange Traded F Betabuilders I
(BBIN)
|
9.0 |
$9.7M |
|
230k |
42.31 |
J P Morgan Exchange Traded F Core Plus Bd Etf
(JCPB)
|
6.9 |
$7.4M |
|
162k |
45.88 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
4.8 |
$5.2M |
|
54k |
96.34 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
3.3 |
$3.6M |
|
71k |
50.10 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
2.8 |
$3.0M |
|
66k |
45.30 |
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
2.7 |
$2.9M |
|
47k |
62.34 |
J P Morgan Exchange Traded F Us Value Factr
(JVAL)
|
2.3 |
$2.5M |
|
84k |
29.78 |
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
2.2 |
$2.4M |
|
47k |
51.23 |
J P Morgan Exchange Traded F Activebldrs Emer
(JEMA)
|
2.2 |
$2.4M |
|
75k |
31.86 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
2.0 |
$2.2M |
|
42k |
52.05 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
2.0 |
$2.1M |
|
30k |
71.32 |
Apple
(AAPL)
|
1.4 |
$1.5M |
|
11k |
138.21 |
Paragon 28
(FNA)
|
1.4 |
$1.5M |
|
83k |
17.82 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
1.4 |
$1.5M |
|
35k |
41.99 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.2 |
$1.3M |
|
9.3k |
135.20 |
J P Morgan Exchange Traded F Jpmorgan Diver
(JPUS)
|
1.1 |
$1.2M |
|
14k |
85.46 |
Ishares Tr Msci China Etf
(MCHI)
|
1.1 |
$1.2M |
|
28k |
42.54 |
Ishares Tr Core Total Usd
(IUSB)
|
1.1 |
$1.2M |
|
26k |
44.51 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
1.0 |
$1.1M |
|
22k |
50.16 |
Litman Gregory Fds Tr Imgp Dbi Managed
(DBMF)
|
0.9 |
$978k |
|
29k |
33.93 |
Microsoft Corporation
(MSFT)
|
0.9 |
$927k |
|
4.0k |
232.91 |
Dex
(DXCM)
|
0.8 |
$884k |
|
11k |
80.53 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.8 |
$828k |
|
2.3k |
357.05 |
4068594 Enphase Energy
(ENPH)
|
0.7 |
$794k |
|
2.9k |
277.62 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.7 |
$774k |
|
2.9k |
267.36 |
J P Morgan Exchange Traded F Betabuilders Eur
(BBEU)
|
0.7 |
$729k |
|
18k |
40.32 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.6 |
$695k |
|
2.6k |
267.20 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.6 |
$680k |
|
1.9k |
358.65 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.6 |
$674k |
|
7.0k |
95.67 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.6 |
$665k |
|
2.3k |
289.51 |
J P Morgan Exchange Traded F Us Qualty Fctr
(JQUA)
|
0.6 |
$643k |
|
18k |
35.04 |
J P Morgan Exchange Traded F Income Etf
(JPIE)
|
0.5 |
$588k |
|
13k |
44.34 |
Amazon
(AMZN)
|
0.5 |
$577k |
|
5.1k |
112.96 |
Eli Lilly & Co.
(LLY)
|
0.5 |
$570k |
|
1.8k |
323.13 |
Paramount Global Class B Com
(PARA)
|
0.5 |
$541k |
|
28k |
19.03 |
First Tr Exchange Trad Fd Vi FST TR GLB FD
(FTGC)
|
0.5 |
$514k |
|
20k |
25.32 |
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
0.5 |
$511k |
|
7.7k |
66.20 |
Ishares Core Msci Emkt
(IEMG)
|
0.5 |
$502k |
|
12k |
43.01 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.5 |
$497k |
|
6.2k |
79.60 |
J P Morgan Exchange Traded F Betabuilders Us
(BBMC)
|
0.5 |
$486k |
|
7.2k |
67.80 |
Wal-Mart Stores
(WMT)
|
0.4 |
$477k |
|
3.7k |
129.58 |
Targa Res Corp
(TRGP)
|
0.4 |
$443k |
|
7.3k |
60.31 |
Tesla Motors
(TSLA)
|
0.4 |
$427k |
|
1.6k |
265.22 |
Array Technologies Com Shs
(ARRY)
|
0.4 |
$423k |
|
26k |
16.59 |
Coca-Cola Company
(KO)
|
0.4 |
$412k |
|
7.4k |
56.05 |
McDonald's Corporation
(MCD)
|
0.4 |
$407k |
|
1.8k |
230.86 |
Adobe Systems Incorporated
(ADBE)
|
0.4 |
$399k |
|
1.5k |
274.98 |
Pepsi
(PEP)
|
0.4 |
$387k |
|
2.4k |
163.29 |
Chevron Corporation
(CVX)
|
0.3 |
$364k |
|
2.5k |
143.82 |
J P Morgan Exchange Traded F Us Momentum
(JMOM)
|
0.3 |
$352k |
|
10k |
35.16 |
Mastercard Incorporated Cl A
(MA)
|
0.3 |
$344k |
|
1.2k |
284.53 |
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.3 |
$332k |
|
3.7k |
90.12 |
Hershey Company
(HSY)
|
0.3 |
$321k |
|
1.5k |
220.77 |
J P Morgan Exchange Traded F Diversfed Rtrn
(JPME)
|
0.3 |
$320k |
|
4.2k |
76.37 |
Costco Wholesale Corporation
(COST)
|
0.3 |
$308k |
|
653.00 |
471.67 |
Broadcom
(AVGO)
|
0.3 |
$291k |
|
655.00 |
444.27 |
Select Sector Spdr Tr Energy
(XLE)
|
0.3 |
$282k |
|
3.9k |
71.94 |
Dimensional Etf Trust Internatnal Val
(DFIV)
|
0.3 |
$278k |
|
11k |
25.72 |
UnitedHealth
(UNH)
|
0.3 |
$276k |
|
546.00 |
505.49 |
Vanguard World Fds Health Car Etf
(VHT)
|
0.2 |
$259k |
|
1.2k |
223.66 |
Abbvie
(ABBV)
|
0.2 |
$249k |
|
1.9k |
134.38 |
Crispr Therapeutics Namen Akt
(CRSP)
|
0.2 |
$241k |
|
3.7k |
65.36 |
J P Morgan Exchange Traded F Div Rtn Em Eqt
(JPEM)
|
0.2 |
$232k |
|
5.2k |
44.62 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$224k |
|
443.00 |
505.64 |
Sunrun
(RUN)
|
0.2 |
$219k |
|
7.9k |
27.62 |
Meta Platforms Cl A
(META)
|
0.2 |
$210k |
|
1.5k |
135.92 |
Haleon Spon Ads
(HLN)
|
0.2 |
$197k |
|
32k |
6.09 |
Pacific Biosciences of California
(PACB)
|
0.2 |
$192k |
|
33k |
5.80 |
Amcor Ord
(AMCR)
|
0.1 |
$116k |
|
11k |
10.76 |
Nano Dimension Sponsord Ads New
(NNDM)
|
0.0 |
$28k |
|
12k |
2.38 |
Blackstone Mortgage Trust In Note 4.750% 3/1
|
0.0 |
$12k |
|
12k |
1.00 |
Redwood Trust Note 5.625% 7/1
|
0.0 |
$11k |
|
12k |
0.92 |
Mfa Finl Note 6.250% 6/1
|
0.0 |
$9.0k |
|
10k |
0.90 |