Vanguard Index Fds Value Etf
(VTV)
|
12.7 |
$70M |
|
500k |
140.37 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
12.3 |
$68M |
|
1.5M |
44.81 |
Ishares Tr Russell 3000 Etf
(IWV)
|
12.0 |
$66M |
|
300k |
220.68 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
7.5 |
$41M |
|
108k |
382.43 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
7.3 |
$40M |
|
210k |
191.19 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
7.2 |
$40M |
|
1.7M |
23.17 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
5.8 |
$32M |
|
758k |
41.97 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
4.6 |
$26M |
|
505k |
50.67 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
4.2 |
$23M |
|
96k |
241.89 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
2.7 |
$15M |
|
157k |
94.64 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
2.1 |
$12M |
|
103k |
114.89 |
Ishares Tr Msci Eafe Etf
(EFA)
|
2.1 |
$12M |
|
177k |
65.64 |
Ishares Tr Core Div Grwth
(DGRO)
|
1.8 |
$9.8M |
|
195k |
50.00 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
1.5 |
$8.4M |
|
260k |
32.21 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.5 |
$8.2M |
|
21k |
384.22 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
1.4 |
$7.8M |
|
206k |
37.90 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
1.3 |
$7.1M |
|
27k |
266.28 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.2 |
$6.7M |
|
135k |
49.49 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
1.1 |
$6.2M |
|
64k |
96.99 |
Apple
(AAPL)
|
0.7 |
$3.9M |
|
30k |
129.93 |
Ishares Tr Select Divid Etf
(DVY)
|
0.6 |
$3.3M |
|
28k |
120.60 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.5 |
$2.5M |
|
17k |
151.85 |
Spdr Ser Tr S&p Biotech
(XBI)
|
0.4 |
$2.3M |
|
28k |
83.00 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.4 |
$2.3M |
|
56k |
41.61 |
First Tr Exchange-traded Dj Internt Idx
(FDN)
|
0.3 |
$1.7M |
|
14k |
123.15 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.3 |
$1.6M |
|
4.4k |
351.35 |
Ishares Tr S&P SML 600 GWT
(IJT)
|
0.3 |
$1.5M |
|
14k |
108.07 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$1.5M |
|
17k |
88.23 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.3 |
$1.5M |
|
24k |
61.64 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.2 |
$1.3M |
|
12k |
108.21 |
Amazon
(AMZN)
|
0.2 |
$1.3M |
|
15k |
84.00 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$1.3M |
|
4.0k |
308.90 |
Vaneck Etf Trust Junior Gold Mine
(GDXJ)
|
0.2 |
$987k |
|
28k |
35.65 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$905k |
|
23k |
38.98 |
Visa Com Cl A
(V)
|
0.2 |
$866k |
|
4.2k |
207.78 |
Nike CL B
(NKE)
|
0.2 |
$858k |
|
7.3k |
117.01 |
Microsoft Corporation
(MSFT)
|
0.2 |
$840k |
|
3.5k |
239.82 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$826k |
|
2.3k |
365.84 |
Ishares Tr National Mun Etf
(MUB)
|
0.1 |
$782k |
|
7.4k |
105.52 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$777k |
|
4.6k |
169.64 |
Oracle Corporation
(ORCL)
|
0.1 |
$694k |
|
8.5k |
81.74 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$664k |
|
6.6k |
100.92 |
Calavo Growers
(CVGW)
|
0.1 |
$631k |
|
22k |
29.40 |
Johnson & Johnson
(JNJ)
|
0.1 |
$612k |
|
3.5k |
176.67 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.1 |
$591k |
|
3.3k |
179.76 |
Select Sector Spdr Tr Financial
(XLF)
|
0.1 |
$580k |
|
17k |
34.20 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.1 |
$578k |
|
8.6k |
67.45 |
O'reilly Automotive
(ORLY)
|
0.1 |
$568k |
|
673.00 |
844.03 |
Walt Disney Company
(DIS)
|
0.1 |
$563k |
|
6.5k |
86.88 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.1 |
$547k |
|
2.6k |
210.56 |
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$545k |
|
12k |
46.70 |
American Express Company
(AXP)
|
0.1 |
$538k |
|
3.6k |
147.73 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$524k |
|
3.0k |
174.34 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$517k |
|
1.5k |
347.73 |
Sarepta Therapeutics
(SRPT)
|
0.1 |
$517k |
|
4.0k |
129.58 |
McDonald's Corporation
(MCD)
|
0.1 |
$499k |
|
1.9k |
263.59 |
Home Depot
(HD)
|
0.1 |
$493k |
|
1.6k |
315.78 |
Unilever Spon Adr New
(UL)
|
0.1 |
$489k |
|
9.7k |
50.35 |
Novo-nordisk A S Adr
(NVO)
|
0.1 |
$468k |
|
3.5k |
135.34 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$461k |
|
5.2k |
88.73 |
Global X Fds Glbl X Mlp Etf
(MLPA)
|
0.1 |
$460k |
|
11k |
41.29 |
Starbucks Corporation
(SBUX)
|
0.1 |
$443k |
|
4.5k |
99.21 |
Nextera Energy
(NEE)
|
0.1 |
$419k |
|
5.0k |
83.60 |
Medtronic SHS
(MDT)
|
0.1 |
$415k |
|
5.3k |
77.71 |
Procter & Gamble Company
(PG)
|
0.1 |
$400k |
|
2.6k |
151.54 |
Marriott Intl Cl A
(MAR)
|
0.1 |
$384k |
|
2.6k |
148.89 |
American Tower Reit
(AMT)
|
0.1 |
$364k |
|
1.7k |
211.86 |
General Dynamics Corporation
(GD)
|
0.1 |
$354k |
|
1.4k |
248.12 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.1 |
$353k |
|
15k |
23.67 |
Invesco Exchange Traded Fd T Global Drgn Cn
(PGJ)
|
0.1 |
$345k |
|
13k |
27.33 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.1 |
$337k |
|
3.9k |
86.19 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$333k |
|
1.2k |
266.89 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$326k |
|
1.5k |
214.29 |
Becton, Dickinson and
(BDX)
|
0.1 |
$277k |
|
1.1k |
254.30 |
Blue Owl Capital Com Cl A
(OWL)
|
0.0 |
$271k |
|
26k |
10.60 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.0 |
$266k |
|
1.3k |
200.56 |
Meta Platforms Cl A
(META)
|
0.0 |
$263k |
|
2.2k |
120.34 |
Hannon Armstrong
(HASI)
|
0.0 |
$261k |
|
9.0k |
28.98 |
Wal-Mart Stores
(WMT)
|
0.0 |
$260k |
|
1.8k |
141.76 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.0 |
$258k |
|
1.8k |
145.04 |
Ishares Tr Europe Etf
(IEV)
|
0.0 |
$256k |
|
5.6k |
45.29 |
Wisdomtree Tr Us Ai Enhanced
(AIVL)
|
0.0 |
$252k |
|
2.7k |
91.82 |
Adobe Systems Incorporated
(ADBE)
|
0.0 |
$245k |
|
729.00 |
336.53 |
International Flavors & Fragrances
(IFF)
|
0.0 |
$243k |
|
2.3k |
104.84 |
Biogen Idec
(BIIB)
|
0.0 |
$241k |
|
870.00 |
276.92 |
C H Robinson Worldwide Com New
(CHRW)
|
0.0 |
$212k |
|
2.3k |
91.56 |
Bank of America Corporation
(BAC)
|
0.0 |
$208k |
|
6.3k |
33.12 |
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.0 |
$207k |
|
2.9k |
70.51 |
Cogent Biosciences
(COGT)
|
0.0 |
$168k |
|
15k |
11.56 |
Tencent Music Entmt Group Spon Ads
(TME)
|
0.0 |
$124k |
|
15k |
8.28 |
Wheels Up Experience Com Cl A
|
0.0 |
$36k |
|
35k |
1.03 |
Know Labs Com New
(KNW)
|
0.0 |
$29k |
|
18k |
1.60 |
SAB Biotherapeutics
|
0.0 |
$14k |
|
23k |
0.59 |