Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
20.5 |
$27M |
|
63k |
427.31 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
11.0 |
$15M |
|
37k |
392.66 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
9.6 |
$13M |
|
38k |
334.09 |
Ishares Tr TRS FLT RT BD
(TFLO)
|
2.5 |
$3.3M |
|
66k |
50.52 |
Microsoft Corporation
(MSFT)
|
2.0 |
$2.6M |
|
8.1k |
321.79 |
Apple
(AAPL)
|
1.5 |
$2.0M |
|
12k |
173.75 |
Select Sector Spdr Tr Technology
(XLK)
|
1.5 |
$2.0M |
|
12k |
165.68 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.5 |
$2.0M |
|
13k |
154.90 |
Amgen
(AMGN)
|
1.2 |
$1.5M |
|
5.8k |
266.33 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.1 |
$1.5M |
|
3.5k |
429.25 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
1.1 |
$1.4M |
|
29k |
50.24 |
Sempra Energy
(SRE)
|
1.1 |
$1.4M |
|
21k |
65.27 |
Procter & Gamble Company
(PG)
|
1.0 |
$1.3M |
|
9.2k |
145.18 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.0 |
$1.3M |
|
3.7k |
348.08 |
Wal-Mart Stores
(WMT)
|
1.0 |
$1.3M |
|
8.0k |
160.11 |
Costco Wholesale Corporation
(COST)
|
1.0 |
$1.3M |
|
2.2k |
571.31 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
1.0 |
$1.3M |
|
3.5k |
361.23 |
Ishares Tr Select Divid Etf
(DVY)
|
0.8 |
$1.1M |
|
10k |
105.19 |
Amazon
(AMZN)
|
0.8 |
$1.1M |
|
8.3k |
129.46 |
McDonald's Corporation
(MCD)
|
0.8 |
$1.0M |
|
4.0k |
257.72 |
Lowe's Companies
(LOW)
|
0.8 |
$1.0M |
|
4.9k |
205.75 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.7 |
$961k |
|
14k |
68.73 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.7 |
$915k |
|
6.8k |
134.17 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.7 |
$897k |
|
7.9k |
113.45 |
Ishares Tr Ibonds 24 Trm Ts
(IBTE)
|
0.6 |
$853k |
|
36k |
23.75 |
Ishares Tr Ibonds 25 Trm Ts
(IBTF)
|
0.6 |
$850k |
|
37k |
22.99 |
Ishares Tr Ibonds 26 Trm Ts
(IBTG)
|
0.6 |
$845k |
|
38k |
22.35 |
Ishares Tr Ibonds 27 Trm Ts
(IBTH)
|
0.6 |
$839k |
|
39k |
21.70 |
Select Sector Spdr Tr Sbi Cons Discr
(XLY)
|
0.6 |
$839k |
|
5.2k |
161.13 |
Qualcomm
(QCOM)
|
0.6 |
$830k |
|
7.5k |
111.09 |
SYSCO Corporation
(SYY)
|
0.6 |
$807k |
|
12k |
65.18 |
United Parcel Service CL B
(UPS)
|
0.6 |
$790k |
|
5.1k |
155.08 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.6 |
$788k |
|
7.4k |
106.21 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.6 |
$772k |
|
8.2k |
93.81 |
Ishares Tr Ibonds 23 Trm Ts
|
0.6 |
$771k |
|
31k |
24.71 |
Pfizer
(PFE)
|
0.6 |
$760k |
|
22k |
33.94 |
Nuveen Ins Ca Tx Fr Adv Mun
(NKX)
|
0.6 |
$730k |
|
73k |
10.07 |
Chevron Corporation
(CVX)
|
0.5 |
$720k |
|
4.3k |
166.54 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.5 |
$693k |
|
4.5k |
152.91 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.5 |
$686k |
|
5.3k |
128.56 |
Starbucks Corporation
(SBUX)
|
0.5 |
$684k |
|
7.5k |
91.13 |
Exxon Mobil Corporation
(XOM)
|
0.5 |
$669k |
|
5.8k |
115.63 |
American Electric Power Company
(AEP)
|
0.5 |
$607k |
|
8.5k |
71.84 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.5 |
$602k |
|
4.3k |
140.09 |
Select Sector Spdr Tr Financial
(XLF)
|
0.5 |
$597k |
|
18k |
32.89 |
AutoZone
(AZO)
|
0.5 |
$595k |
|
236.00 |
2522.93 |
Wp Carey
(WPC)
|
0.5 |
$594k |
|
11k |
53.48 |
Boeing Company
(BA)
|
0.4 |
$581k |
|
3.1k |
187.83 |
FedEx Corporation
(FDX)
|
0.4 |
$559k |
|
2.1k |
265.11 |
Honeywell International
(HON)
|
0.4 |
$548k |
|
3.0k |
182.60 |
MKS Instruments
(MKSI)
|
0.4 |
$532k |
|
6.1k |
87.49 |
Calamos Conv & High Income F Com Shs
(CHY)
|
0.4 |
$529k |
|
48k |
11.02 |
Merck & Co
(MRK)
|
0.4 |
$526k |
|
5.1k |
102.54 |
Select Sector Spdr Tr Indl
(XLI)
|
0.4 |
$524k |
|
5.2k |
100.39 |
Abbvie
(ABBV)
|
0.4 |
$521k |
|
3.5k |
148.26 |
Johnson & Johnson
(JNJ)
|
0.4 |
$518k |
|
3.3k |
155.14 |
Verizon Communications
(VZ)
|
0.4 |
$512k |
|
16k |
31.76 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.4 |
$499k |
|
1.8k |
274.38 |
Select Sector Spdr Tr Sbi Cons Stpls
(XLP)
|
0.4 |
$493k |
|
7.2k |
68.34 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.4 |
$486k |
|
3.6k |
135.17 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.3 |
$447k |
|
6.2k |
71.91 |
Sprott Physical Gold Tr Unit
(PHYS)
|
0.3 |
$447k |
|
32k |
14.08 |
PPL Corporation
(PPL)
|
0.3 |
$445k |
|
20k |
22.55 |
General Mills
(GIS)
|
0.3 |
$436k |
|
7.0k |
62.58 |
Intel Corporation
(INTC)
|
0.3 |
$435k |
|
12k |
35.46 |
Bristol Myers Squibb
(BMY)
|
0.3 |
$430k |
|
7.4k |
57.85 |
Visa Com Cl A
(V)
|
0.3 |
$416k |
|
1.8k |
231.30 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.3 |
$415k |
|
3.1k |
132.11 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.3 |
$398k |
|
14k |
29.61 |
Oneok
(OKE)
|
0.3 |
$390k |
|
6.3k |
61.85 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$382k |
|
5.5k |
69.70 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$373k |
|
833.00 |
447.82 |
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$365k |
|
2.5k |
143.76 |
Target Corporation
(TGT)
|
0.3 |
$363k |
|
3.4k |
106.68 |
Broadcom
(AVGO)
|
0.3 |
$348k |
|
417.00 |
834.98 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.3 |
$341k |
|
2.0k |
169.65 |
Blackstone Group Inc Com Cl A
(BX)
|
0.3 |
$337k |
|
3.1k |
107.16 |
Select Sector Spdr Tr Communication
(XLC)
|
0.3 |
$337k |
|
5.1k |
66.06 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$336k |
|
4.9k |
69.11 |
Home Depot
(HD)
|
0.3 |
$334k |
|
1.1k |
299.78 |
Cme
(CME)
|
0.2 |
$326k |
|
1.6k |
200.15 |
Travelers Companies
(TRV)
|
0.2 |
$318k |
|
2.0k |
162.27 |
Duke Energy Corp Com New
(DUK)
|
0.2 |
$317k |
|
3.7k |
85.44 |
Nextera Energy
(NEE)
|
0.2 |
$316k |
|
6.1k |
52.15 |
Wells Fargo & Company
(WFC)
|
0.2 |
$315k |
|
7.9k |
39.61 |
Vanguard Index Fds Value Etf
(VTV)
|
0.2 |
$313k |
|
2.3k |
136.60 |
Philip Morris International
(PM)
|
0.2 |
$312k |
|
3.4k |
91.41 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$311k |
|
4.4k |
71.33 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.2 |
$310k |
|
7.1k |
43.78 |
Ishares Tr Core 1 5 Yr Usd
(ISTB)
|
0.2 |
$308k |
|
6.7k |
46.15 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.2 |
$306k |
|
3.0k |
102.92 |
Southern Company
(SO)
|
0.2 |
$302k |
|
4.8k |
62.71 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.2 |
$297k |
|
2.1k |
141.54 |
Henry Schein
(HSIC)
|
0.2 |
$289k |
|
3.9k |
73.30 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.2 |
$286k |
|
4.0k |
71.37 |
Enterprise Products Partners
(EPD)
|
0.2 |
$284k |
|
10k |
27.20 |
Eaton Vance Tax-Managed Global Dive Eq
(EXG)
|
0.2 |
$282k |
|
39k |
7.29 |
Pepsi
(PEP)
|
0.2 |
$280k |
|
1.7k |
169.12 |
Ishares Tr Mbs Etf
(MBB)
|
0.2 |
$274k |
|
3.1k |
87.60 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.2 |
$269k |
|
3.8k |
71.59 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
0.2 |
$266k |
|
4.5k |
59.55 |
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.2 |
$259k |
|
2.6k |
99.49 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$257k |
|
3.8k |
67.91 |
Proshares Tr Pshs Ult S&p 500
(SSO)
|
0.2 |
$256k |
|
4.8k |
53.35 |
Coca-Cola Company
(KO)
|
0.2 |
$256k |
|
4.6k |
55.48 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.2 |
$254k |
|
1.2k |
205.83 |
Nuveen Insd Dividend Advantage
(NVG)
|
0.2 |
$250k |
|
24k |
10.27 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.2 |
$249k |
|
5.8k |
43.04 |
Ishares Tr Ibonds Dec23 Etf
|
0.2 |
$244k |
|
9.7k |
25.27 |
Ishares Tr Ibonds Dec24 Etf
(IBDP)
|
0.2 |
$243k |
|
9.9k |
24.68 |
Ishares Tr Ibonds Dec25 Etf
(IBDQ)
|
0.2 |
$239k |
|
9.8k |
24.30 |
Ishares Tr Ibonds Dec2026
(IBDR)
|
0.2 |
$237k |
|
10k |
23.22 |
Ishares Tr Esg Msci Leadr
(SUSL)
|
0.2 |
$236k |
|
3.1k |
75.51 |
Ishares Tr Ibonds 27 Etf
(IBDS)
|
0.2 |
$235k |
|
10k |
22.98 |
Ishares Tr Core Total Usd
(IUSB)
|
0.2 |
$234k |
|
5.4k |
43.29 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.2 |
$234k |
|
22k |
10.80 |
Sierra Ban
(BSRR)
|
0.2 |
$232k |
|
12k |
18.82 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$232k |
|
1.1k |
212.04 |
Eaton Vance Cali Muni Bnd Fnd
(EVM)
|
0.2 |
$226k |
|
28k |
8.13 |
BP Sponsored Adr
(BP)
|
0.2 |
$222k |
|
5.9k |
37.82 |
Nuveen CA Dividend Advantage Muni. Fund
(NAC)
|
0.2 |
$221k |
|
23k |
9.59 |
McKesson Corporation
(MCK)
|
0.2 |
$217k |
|
495.00 |
437.42 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.2 |
$214k |
|
4.4k |
48.15 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.2 |
$212k |
|
3.3k |
63.40 |
Rio Tinto Sponsored Adr
(RIO)
|
0.2 |
$211k |
|
3.4k |
62.69 |
Bank of America Corporation
(BAC)
|
0.2 |
$208k |
|
7.8k |
26.70 |
BlackRock Municipal Income Trust II
(BLE)
|
0.2 |
$206k |
|
22k |
9.24 |
Alps Etf Tr Sectr Div Dogs
(SDOG)
|
0.2 |
$204k |
|
4.4k |
46.20 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$203k |
|
4.0k |
50.57 |
Meta Platforms Cl A
(META)
|
0.2 |
$203k |
|
661.00 |
306.82 |
Unitil Corporation
(UTL)
|
0.2 |
$201k |
|
4.8k |
42.31 |
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.2 |
$201k |
|
3.5k |
56.94 |
Ares Capital Corporation
(ARCC)
|
0.2 |
$198k |
|
10k |
19.17 |
At&t
(T)
|
0.1 |
$175k |
|
12k |
14.67 |
Vaneck Etf Trust Bdc Income Etf
(BIZD)
|
0.1 |
$170k |
|
11k |
15.30 |
Blackrock Tax Municpal Bd Tr SHS
(BBN)
|
0.1 |
$166k |
|
11k |
15.01 |
Solar Cap
(SLRC)
|
0.1 |
$157k |
|
11k |
15.00 |
Blackrock Calif Mun Income T Sh Ben Int
(BFZ)
|
0.1 |
$143k |
|
14k |
10.21 |
Blackrock MuniHoldings CA Insrd Fnd
(MUC)
|
0.1 |
$137k |
|
14k |
9.52 |
Nuveen Municipal Credit Com Sh Ben Int
(NZF)
|
0.1 |
$134k |
|
13k |
10.34 |
Eaton Vance Limited Duration Income Fund
(EVV)
|
0.1 |
$103k |
|
12k |
8.93 |
Invesco Van Kampen Cal Val Mun Inc Trust
(VCV)
|
0.1 |
$97k |
|
12k |
8.35 |
Industrial Logistics Pptys T Com Shs Ben Int
(ILPT)
|
0.0 |
$50k |
|
18k |
2.80 |