Vanguard Index Fds Total Stk Mkt
(VTI)
|
12.4 |
$22M |
|
97k |
222.82 |
Ishares Tr Msci Eafe Etf
(EFA)
|
10.3 |
$18M |
|
228k |
78.88 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
8.5 |
$15M |
|
200k |
73.61 |
Vanguard Index Fds Small Cp Etf
(VB)
|
6.7 |
$12M |
|
52k |
225.29 |
Apple
(AAPL)
|
6.5 |
$11M |
|
82k |
136.96 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
5.1 |
$8.8M |
|
140k |
63.39 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
4.9 |
$8.6M |
|
113k |
75.54 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
4.4 |
$7.7M |
|
28k |
277.91 |
Ishares Tr Core Div Grwth
(DGRO)
|
4.0 |
$7.0M |
|
139k |
50.36 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
1.9 |
$3.3M |
|
32k |
101.79 |
Microsoft Corporation
(MSFT)
|
1.7 |
$3.0M |
|
11k |
270.87 |
Tesla Motors
(TSLA)
|
1.7 |
$2.9M |
|
4.3k |
679.61 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
1.6 |
$2.7M |
|
26k |
103.59 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.1 |
$1.9M |
|
783.00 |
2441.89 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
1.1 |
$1.8M |
|
23k |
79.97 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.0 |
$1.7M |
|
20k |
85.87 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
1.0 |
$1.7M |
|
28k |
60.93 |
Walt Disney Company
(DIS)
|
1.0 |
$1.7M |
|
9.4k |
175.79 |
Costco Wholesale Corporation
(COST)
|
0.9 |
$1.5M |
|
3.8k |
395.76 |
Amazon
(AMZN)
|
0.8 |
$1.5M |
|
428.00 |
3439.25 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.8 |
$1.4M |
|
28k |
51.53 |
Pepsi
(PEP)
|
0.7 |
$1.3M |
|
8.7k |
148.23 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.7 |
$1.3M |
|
8.3k |
154.74 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.7 |
$1.3M |
|
3.6k |
354.55 |
Exxon Mobil Corporation
(XOM)
|
0.7 |
$1.2M |
|
20k |
63.09 |
Bank of America Corporation
(BAC)
|
0.7 |
$1.2M |
|
28k |
41.21 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.6 |
$1.1M |
|
440.00 |
2506.82 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.6 |
$1.1M |
|
2.8k |
393.33 |
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.6 |
$1.1M |
|
17k |
64.12 |
First Tr Exchange Traded Materials Alph
(FXZ)
|
0.6 |
$1.1M |
|
18k |
57.51 |
Square Cl A
(SQ)
|
0.6 |
$984k |
|
4.0k |
243.69 |
J P Morgan Exchange-traded F Ultra Sht Muncpl
(JMST)
|
0.5 |
$858k |
|
17k |
51.03 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.5 |
$843k |
|
7.3k |
115.32 |
S&p Global
(SPGI)
|
0.5 |
$817k |
|
2.0k |
410.55 |
Visa Com Cl A
(V)
|
0.5 |
$794k |
|
3.4k |
233.74 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.4 |
$776k |
|
29k |
26.99 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$734k |
|
4.7k |
155.51 |
Johnson & Johnson
(JNJ)
|
0.4 |
$732k |
|
4.4k |
164.79 |
Chevron Corporation
(CVX)
|
0.4 |
$668k |
|
6.4k |
104.78 |
Verizon Communications
(VZ)
|
0.4 |
$667k |
|
12k |
56.05 |
Ishares Tr Select Divid Etf
(DVY)
|
0.4 |
$659k |
|
5.7k |
116.60 |
Cohen & Steers infrastucture Fund
(UTF)
|
0.4 |
$658k |
|
23k |
28.68 |
Cisco Systems
(CSCO)
|
0.4 |
$634k |
|
12k |
53.01 |
Home Depot
(HD)
|
0.4 |
$634k |
|
2.0k |
318.75 |
Raytheon Technologies Corp
(RTX)
|
0.4 |
$620k |
|
7.3k |
85.25 |
Eli Lilly & Co.
(LLY)
|
0.4 |
$611k |
|
2.7k |
229.61 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$549k |
|
1.3k |
427.57 |
At&t
(T)
|
0.3 |
$545k |
|
19k |
28.80 |
Merck & Co
(MRK)
|
0.3 |
$530k |
|
6.8k |
77.75 |
Comcast Corp Cl A
(CMCSA)
|
0.3 |
$528k |
|
9.3k |
57.06 |
Macerich Company
(MAC)
|
0.3 |
$519k |
|
28k |
18.25 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.3 |
$499k |
|
1.8k |
271.34 |
Invesco Exchange Traded Fd T Invesco Msci
(ERTH)
|
0.3 |
$479k |
|
6.9k |
69.16 |
Facebook Cl A
(META)
|
0.3 |
$476k |
|
1.4k |
347.70 |
Abbott Laboratories
(ABT)
|
0.3 |
$467k |
|
4.0k |
115.94 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.3 |
$452k |
|
1.6k |
289.93 |
Boeing Company
(BA)
|
0.3 |
$448k |
|
1.9k |
239.44 |
Carrier Global Corporation
(CARR)
|
0.2 |
$428k |
|
8.8k |
48.63 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$415k |
|
708.00 |
586.16 |
Procter & Gamble Company
(PG)
|
0.2 |
$391k |
|
2.9k |
134.97 |
Butterfly Network Com Cl A
(BFLY)
|
0.2 |
$378k |
|
26k |
14.47 |
Otis Worldwide Corp
(OTIS)
|
0.2 |
$375k |
|
4.6k |
81.81 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.2 |
$351k |
|
3.4k |
104.65 |
Abbvie
(ABBV)
|
0.2 |
$351k |
|
3.1k |
112.61 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.2 |
$345k |
|
1.5k |
237.60 |
Kimberly-Clark Corporation
(KMB)
|
0.2 |
$338k |
|
2.5k |
133.60 |
Spdr Ser Tr S&p Biotech
(XBI)
|
0.2 |
$337k |
|
2.5k |
135.50 |
Invesco Exch Trd Slf Idx Rusl 1000 Dynm
(OMFL)
|
0.2 |
$337k |
|
7.2k |
46.74 |
Edwards Lifesciences
(EW)
|
0.2 |
$331k |
|
3.2k |
103.60 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.2 |
$320k |
|
3.3k |
96.47 |
Starbucks Corporation
(SBUX)
|
0.2 |
$319k |
|
2.9k |
111.93 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$318k |
|
4.8k |
66.81 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.2 |
$315k |
|
4.2k |
74.17 |
Union Pacific Corporation
(UNP)
|
0.2 |
$313k |
|
1.4k |
219.65 |
Etf Ser Solutions Lha Mkt St Tactl
(MSTB)
|
0.2 |
$308k |
|
10k |
30.63 |
First Tr Exch Traded Fd Iii Calif Mun Incm
(FCAL)
|
0.2 |
$304k |
|
5.5k |
55.06 |
Wp Carey
(WPC)
|
0.2 |
$289k |
|
3.9k |
74.68 |
Intel Corporation
(INTC)
|
0.2 |
$287k |
|
5.1k |
56.18 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.2 |
$287k |
|
2.5k |
112.86 |
Ecolab
(ECL)
|
0.2 |
$283k |
|
1.4k |
206.12 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$283k |
|
2.3k |
122.19 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$268k |
|
532.00 |
503.76 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.1 |
$258k |
|
374.00 |
689.84 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$254k |
|
737.00 |
344.64 |
NVIDIA Corporation
(NVDA)
|
0.1 |
$250k |
|
312.00 |
801.28 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$250k |
|
932.00 |
268.24 |
CSX Corporation
(CSX)
|
0.1 |
$244k |
|
7.6k |
32.02 |
Ishares Tr Glb Infrastr Etf
(IGF)
|
0.1 |
$241k |
|
5.3k |
45.47 |
McDonald's Corporation
(MCD)
|
0.1 |
$240k |
|
1.0k |
230.55 |
Direxion Shs Etf Tr Nas100 Eql Wgt
(QQQE)
|
0.1 |
$238k |
|
2.8k |
83.71 |
Nike CL B
(NKE)
|
0.1 |
$233k |
|
1.5k |
154.30 |
First Tr Exchange-traded A Mid Cp Gr Alph
(FNY)
|
0.1 |
$219k |
|
2.9k |
75.44 |
Fiserv
(FI)
|
0.1 |
$218k |
|
2.0k |
107.13 |
Colgate-Palmolive Company
(CL)
|
0.1 |
$214k |
|
2.6k |
81.31 |
Lowe's Companies
(LOW)
|
0.1 |
$211k |
|
1.1k |
194.11 |
Dominion Resources
(D)
|
0.1 |
$206k |
|
2.8k |
73.47 |
Invesco Exchange Traded Fd T Wilderhil Clan
(PBW)
|
0.1 |
$205k |
|
2.2k |
93.10 |
General Electric Company
|
0.1 |
$165k |
|
12k |
13.43 |