Vanguard Index Fds Total Stk Mkt
(VTI)
|
16.0 |
$29M |
|
128k |
223.80 |
Ishares Tr Msci Eafe Etf
(EFA)
|
9.6 |
$17M |
|
220k |
77.91 |
Apple
(AAPL)
|
6.3 |
$11M |
|
80k |
141.11 |
Vanguard Index Fds Small Cp Etf
(VB)
|
5.7 |
$10M |
|
46k |
220.94 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
4.8 |
$8.6M |
|
142k |
60.88 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
4.7 |
$8.4M |
|
166k |
50.46 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
4.7 |
$8.3M |
|
113k |
73.73 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
4.3 |
$7.7M |
|
28k |
278.05 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
2.6 |
$4.7M |
|
63k |
75.05 |
Ishares Tr Core Div Grwth
(DGRO)
|
2.3 |
$4.1M |
|
81k |
50.89 |
Invesco Exch Trd Slf Idx Rusl 1000 Dynm
(OMFL)
|
2.0 |
$3.5M |
|
75k |
47.04 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
1.9 |
$3.3M |
|
32k |
102.53 |
Microsoft Corporation
(MSFT)
|
1.8 |
$3.2M |
|
11k |
288.75 |
Tesla Motors
(TSLA)
|
1.8 |
$3.2M |
|
4.1k |
780.55 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
1.6 |
$2.9M |
|
28k |
102.25 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.2 |
$2.1M |
|
779.00 |
2720.15 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.1 |
$2.0M |
|
23k |
85.33 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
1.1 |
$1.9M |
|
24k |
80.51 |
Costco Wholesale Corporation
(COST)
|
1.0 |
$1.8M |
|
3.9k |
446.22 |
Walt Disney Company
(DIS)
|
0.9 |
$1.7M |
|
9.5k |
174.58 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.9 |
$1.6M |
|
26k |
61.38 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.8 |
$1.5M |
|
4.1k |
357.42 |
Exxon Mobil Corporation
(XOM)
|
0.8 |
$1.4M |
|
22k |
61.62 |
Amazon
(AMZN)
|
0.8 |
$1.4M |
|
421.00 |
3220.90 |
Pepsi
(PEP)
|
0.7 |
$1.3M |
|
8.8k |
151.04 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.7 |
$1.3M |
|
8.3k |
155.23 |
Bank of America Corporation
(BAC)
|
0.7 |
$1.2M |
|
28k |
44.23 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.7 |
$1.2M |
|
447.00 |
2722.60 |
Etf Ser Solutions Lha Mkt St Tactl
(MSTB)
|
0.6 |
$1.1M |
|
38k |
30.29 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.6 |
$1.1M |
|
2.8k |
397.93 |
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.6 |
$1.1M |
|
17k |
61.50 |
J P Morgan Exchange-traded F Ultra Sht Muncpl
(JMST)
|
0.6 |
$1.1M |
|
21k |
51.08 |
First Tr Exchange Traded Materials Alph
(FXZ)
|
0.6 |
$996k |
|
17k |
57.68 |
Square Cl A
(SQ)
|
0.5 |
$953k |
|
4.0k |
236.01 |
S&p Global
(SPGI)
|
0.5 |
$839k |
|
2.0k |
424.81 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$781k |
|
4.6k |
168.57 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.4 |
$781k |
|
6.8k |
114.67 |
Visa Com Cl A
(V)
|
0.4 |
$762k |
|
3.4k |
224.25 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.4 |
$761k |
|
28k |
26.86 |
Johnson & Johnson
(JNJ)
|
0.4 |
$719k |
|
4.5k |
159.67 |
Chevron Corporation
(CVX)
|
0.4 |
$682k |
|
6.4k |
105.80 |
Raytheon Technologies Corp
(RTX)
|
0.4 |
$657k |
|
7.4k |
88.72 |
Home Depot
(HD)
|
0.4 |
$656k |
|
2.0k |
329.48 |
Ishares Tr Select Divid Etf
(DVY)
|
0.4 |
$655k |
|
5.6k |
117.15 |
Cohen & Steers infrastucture Fund
(UTF)
|
0.4 |
$639k |
|
23k |
27.42 |
Verizon Communications
(VZ)
|
0.4 |
$629k |
|
12k |
54.48 |
Cisco Systems
(CSCO)
|
0.3 |
$613k |
|
11k |
54.70 |
Eli Lilly & Co.
(LLY)
|
0.3 |
$595k |
|
2.6k |
230.98 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$566k |
|
1.3k |
433.05 |
Merck & Co
(MRK)
|
0.3 |
$564k |
|
6.9k |
81.61 |
Comcast Corp Cl A
(CMCSA)
|
0.3 |
$526k |
|
9.3k |
56.84 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.3 |
$501k |
|
1.8k |
274.52 |
Macerich Company
(MAC)
|
0.3 |
$482k |
|
28k |
16.95 |
Invesco Exchange Traded Fd T Invesco Msci
(ERTH)
|
0.3 |
$481k |
|
7.7k |
62.22 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.3 |
$476k |
|
2.0k |
238.96 |
Abbott Laboratories
(ABT)
|
0.3 |
$471k |
|
4.1k |
115.95 |
At&t
(T)
|
0.3 |
$467k |
|
17k |
27.35 |
Carrier Global Corporation
(CARR)
|
0.3 |
$465k |
|
8.8k |
52.83 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.3 |
$463k |
|
1.7k |
279.08 |
Facebook Cl A
(META)
|
0.3 |
$456k |
|
1.4k |
333.09 |
Procter & Gamble Company
(PG)
|
0.2 |
$416k |
|
3.0k |
139.27 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$401k |
|
708.00 |
566.38 |
Otis Worldwide Corp
(OTIS)
|
0.2 |
$382k |
|
4.6k |
83.33 |
Boeing Company
(BA)
|
0.2 |
$362k |
|
1.6k |
224.15 |
Edwards Lifesciences
(EW)
|
0.2 |
$348k |
|
3.2k |
108.92 |
Abbvie
(ABBV)
|
0.2 |
$341k |
|
3.1k |
109.36 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.2 |
$337k |
|
3.2k |
104.95 |
Kimberly-Clark Corporation
(KMB)
|
0.2 |
$334k |
|
2.5k |
131.76 |
Starbucks Corporation
(SBUX)
|
0.2 |
$316k |
|
2.9k |
110.84 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.2 |
$310k |
|
4.2k |
74.14 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$309k |
|
1.2k |
266.38 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$308k |
|
1.5k |
204.79 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$304k |
|
532.00 |
571.43 |
First Tr Exch Traded Fd Iii Calif Mun Incm
(FCAL)
|
0.2 |
$301k |
|
5.5k |
54.52 |
Union Pacific Corporation
(UNP)
|
0.2 |
$299k |
|
1.4k |
209.82 |
Ecolab
(ECL)
|
0.2 |
$294k |
|
1.4k |
214.13 |
Wp Carey
(WPC)
|
0.2 |
$288k |
|
3.9k |
74.42 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.2 |
$288k |
|
3.0k |
96.03 |
Butterfly Network Com Cl A
(BFLY)
|
0.2 |
$283k |
|
26k |
10.84 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$282k |
|
4.8k |
59.14 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$277k |
|
2.3k |
119.50 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.2 |
$274k |
|
374.00 |
732.62 |
Spdr Ser Tr Spdr S&p 500 Etf
(SPYX)
|
0.1 |
$267k |
|
2.5k |
107.27 |
McDonald's Corporation
(MCD)
|
0.1 |
$266k |
|
1.1k |
245.39 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$260k |
|
2.3k |
111.25 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$253k |
|
738.00 |
342.82 |
Intel Corporation
(INTC)
|
0.1 |
$250k |
|
4.6k |
53.93 |
Direxion Shs Etf Tr Nas100 Eql Wgt
(QQQE)
|
0.1 |
$241k |
|
2.9k |
82.53 |
CSX Corporation
(CSX)
|
0.1 |
$239k |
|
7.6k |
31.36 |
Nike CL B
(NKE)
|
0.1 |
$232k |
|
1.6k |
149.58 |
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.1 |
$229k |
|
569.00 |
402.46 |
Lowe's Companies
(LOW)
|
0.1 |
$222k |
|
1.1k |
204.04 |
Fiserv
(FI)
|
0.1 |
$220k |
|
2.0k |
108.11 |
First Tr Exchange-traded A Mid Cp Gr Alph
(FNY)
|
0.1 |
$208k |
|
2.9k |
71.65 |
Dominion Resources
(D)
|
0.1 |
$205k |
|
2.8k |
72.75 |
SYSCO Corporation
(SYY)
|
0.1 |
$203k |
|
2.5k |
80.68 |
Colgate-Palmolive Company
(CL)
|
0.1 |
$203k |
|
2.7k |
74.33 |
Nextera Energy
(NEE)
|
0.1 |
$202k |
|
2.5k |
79.31 |