Fidelity Merrimack Str Tr Total Bd Etf
(FBND)
|
7.4 |
$21M |
|
458k |
46.04 |
Apple
(AAPL)
|
7.1 |
$20M |
|
106k |
192.53 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
6.7 |
$19M |
|
369k |
52.20 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
5.5 |
$16M |
|
340k |
46.63 |
Vanguard Whitehall Fds Intl Dvd Etf
(VIGI)
|
5.2 |
$15M |
|
189k |
79.34 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
5.2 |
$15M |
|
228k |
65.06 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
5.2 |
$15M |
|
136k |
108.25 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
5.1 |
$15M |
|
166k |
88.36 |
Flexshares Tr Mornstar Upstr
(GUNR)
|
4.6 |
$13M |
|
325k |
40.95 |
Amgen
(AMGN)
|
2.5 |
$7.1M |
|
25k |
288.02 |
Ishares Tr Calif Mun Bd Etf
(CMF)
|
2.1 |
$5.9M |
|
102k |
57.94 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
2.0 |
$5.8M |
|
40k |
145.01 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
1.9 |
$5.6M |
|
96k |
57.96 |
First Tr Exchng Traded Fd Vi Tcw Unconstrai
(UCON)
|
1.7 |
$4.9M |
|
196k |
24.74 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
1.7 |
$4.7M |
|
30k |
157.80 |
Pimco Etf Tr Active Bd Etf
(BOND)
|
1.1 |
$3.1M |
|
34k |
92.45 |
NVIDIA Corporation
(NVDA)
|
1.1 |
$3.1M |
|
6.2k |
495.24 |
Visa Com Cl A
(V)
|
1.0 |
$2.8M |
|
11k |
260.36 |
Spdr Ser Tr Portfli Tips Etf
(SPIP)
|
0.9 |
$2.7M |
|
104k |
25.57 |
Microsoft Corporation
(MSFT)
|
0.9 |
$2.6M |
|
7.0k |
376.05 |
Meta Platforms Cl A
(META)
|
0.9 |
$2.6M |
|
7.4k |
353.96 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.8 |
$2.4M |
|
17k |
139.69 |
Amazon
(AMZN)
|
0.7 |
$2.1M |
|
14k |
151.94 |
salesforce
(CRM)
|
0.7 |
$2.1M |
|
7.9k |
263.14 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.7 |
$1.9M |
|
24k |
77.02 |
McKesson Corporation
(MCK)
|
0.6 |
$1.8M |
|
3.8k |
463.01 |
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq
(BUFR)
|
0.6 |
$1.7M |
|
66k |
26.57 |
Broadcom
(AVGO)
|
0.6 |
$1.7M |
|
1.5k |
1116.48 |
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$1.6M |
|
9.6k |
170.10 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.5 |
$1.5M |
|
3.2k |
477.63 |
Uber Technologies
(UBER)
|
0.5 |
$1.5M |
|
24k |
61.57 |
Palo Alto Networks
(PANW)
|
0.5 |
$1.5M |
|
5.0k |
294.85 |
Wal-Mart Stores
(WMT)
|
0.5 |
$1.5M |
|
9.3k |
157.64 |
BlackRock
(BLK)
|
0.5 |
$1.5M |
|
1.8k |
811.93 |
Spdr Ser Tr S&P 600 SMCP GRW
(SLYG)
|
0.5 |
$1.4M |
|
17k |
83.63 |
Procter & Gamble Company
(PG)
|
0.5 |
$1.4M |
|
9.8k |
146.55 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.5 |
$1.4M |
|
35k |
41.10 |
Merck & Co
(MRK)
|
0.5 |
$1.4M |
|
13k |
109.02 |
Cigna Corp
(CI)
|
0.5 |
$1.4M |
|
4.6k |
299.47 |
Union Pacific Corporation
(UNP)
|
0.5 |
$1.3M |
|
5.3k |
245.62 |
Netflix
(NFLX)
|
0.4 |
$1.3M |
|
2.6k |
486.88 |
Coca-Cola Company
(KO)
|
0.4 |
$1.3M |
|
21k |
58.93 |
Honeywell International
(HON)
|
0.4 |
$1.2M |
|
5.9k |
209.69 |
Booking Holdings
(BKNG)
|
0.4 |
$1.2M |
|
337.00 |
3547.22 |
Starbucks Corporation
(SBUX)
|
0.4 |
$1.2M |
|
12k |
96.01 |
Eli Lilly & Co.
(LLY)
|
0.4 |
$1.2M |
|
2.0k |
582.92 |
Spdr Index Shs Fds Glb Nat Resrce
(GNR)
|
0.4 |
$1.2M |
|
20k |
56.65 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.4 |
$1.1M |
|
8.2k |
140.93 |
TJX Companies
(TJX)
|
0.4 |
$1.1M |
|
12k |
93.81 |
Te Connectivity SHS
(TEL)
|
0.4 |
$1.1M |
|
8.0k |
140.50 |
Linde SHS
(LIN)
|
0.4 |
$1.1M |
|
2.7k |
410.77 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.4 |
$1.1M |
|
16k |
70.35 |
Capital One Financial
(COF)
|
0.4 |
$1.1M |
|
8.3k |
131.12 |
Goldman Sachs
(GS)
|
0.4 |
$1.1M |
|
2.7k |
385.72 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$1.0M |
|
2.1k |
475.26 |
Zoetis Cl A
(ZTS)
|
0.3 |
$965k |
|
4.9k |
197.38 |
ConocoPhillips
(COP)
|
0.3 |
$960k |
|
8.3k |
116.07 |
CSX Corporation
(CSX)
|
0.3 |
$957k |
|
28k |
34.67 |
Johnson Ctls Intl SHS
(JCI)
|
0.3 |
$930k |
|
16k |
57.64 |
Bank of America Corporation
(BAC)
|
0.3 |
$925k |
|
28k |
33.67 |
Thermo Fisher Scientific
(TMO)
|
0.3 |
$923k |
|
1.7k |
530.69 |
Nike CL B
(NKE)
|
0.3 |
$906k |
|
8.3k |
108.58 |
Phillips 66
(PSX)
|
0.3 |
$901k |
|
6.8k |
133.14 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$896k |
|
11k |
78.96 |
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
0.3 |
$864k |
|
9.6k |
89.80 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.3 |
$810k |
|
4.0k |
200.71 |
Wynn Resorts
(WYNN)
|
0.3 |
$802k |
|
8.8k |
91.11 |
Cisco Systems
(CSCO)
|
0.3 |
$793k |
|
16k |
50.52 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.3 |
$783k |
|
2.5k |
310.94 |
American Tower Reit
(AMT)
|
0.3 |
$776k |
|
3.6k |
215.90 |
Boston Scientific Corporation
(BSX)
|
0.3 |
$741k |
|
13k |
57.81 |
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
0.3 |
$734k |
|
8.8k |
83.31 |
Charles Schwab Corporation
(SCHW)
|
0.3 |
$733k |
|
11k |
68.80 |
Ishares Tr Cre U S Reit Etf
(USRT)
|
0.3 |
$729k |
|
13k |
54.29 |
MetLife
(MET)
|
0.3 |
$723k |
|
11k |
66.13 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$716k |
|
2.0k |
356.66 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$708k |
|
6.5k |
108.41 |
Delta Air Lines Inc Del Com New
(DAL)
|
0.2 |
$700k |
|
17k |
40.23 |
Paypal Holdings
(PYPL)
|
0.2 |
$697k |
|
11k |
61.41 |
American Electric Power Company
(AEP)
|
0.2 |
$694k |
|
8.5k |
81.22 |
FedEx Corporation
(FDX)
|
0.2 |
$661k |
|
2.6k |
252.99 |
FirstEnergy
(FE)
|
0.2 |
$635k |
|
17k |
36.66 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.2 |
$630k |
|
13k |
47.90 |
Autodesk
(ADSK)
|
0.2 |
$623k |
|
2.6k |
243.48 |
Intuitive Surgical Com New
(ISRG)
|
0.2 |
$607k |
|
1.8k |
337.36 |
Tesla Motors
(TSLA)
|
0.2 |
$606k |
|
2.4k |
248.48 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$588k |
|
5.6k |
105.43 |
UnitedHealth
(UNH)
|
0.2 |
$585k |
|
1.1k |
526.48 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$583k |
|
1.3k |
436.80 |
Walt Disney Company
(DIS)
|
0.2 |
$566k |
|
6.3k |
90.28 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.2 |
$561k |
|
3.2k |
173.87 |
Rockwell Automation
(ROK)
|
0.2 |
$520k |
|
1.7k |
310.47 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$505k |
|
1.2k |
426.51 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$499k |
|
757.00 |
659.67 |
Constellation Brands Cl A
(STZ)
|
0.2 |
$490k |
|
2.0k |
241.77 |
Dollar General
(DG)
|
0.2 |
$481k |
|
3.5k |
135.95 |
Fidelity Covington Trust Qlty Fctor Etf
(FQAL)
|
0.2 |
$444k |
|
8.2k |
54.34 |
Abbvie
(ABBV)
|
0.2 |
$440k |
|
2.8k |
154.96 |
Oracle Corporation
(ORCL)
|
0.1 |
$419k |
|
4.0k |
105.43 |
Pfizer
(PFE)
|
0.1 |
$409k |
|
14k |
28.79 |
Southern California Bancorp
(BCAL)
|
0.1 |
$396k |
|
23k |
17.35 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.1 |
$386k |
|
9.1k |
42.18 |
Verizon Communications
(VZ)
|
0.1 |
$372k |
|
9.9k |
37.70 |
Lauder Estee Cos Cl A
(EL)
|
0.1 |
$347k |
|
2.4k |
146.24 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.1 |
$344k |
|
6.7k |
51.05 |
Goldman Sachs Etf Tr Aces Ultra Shr
(GSST)
|
0.1 |
$343k |
|
6.8k |
50.01 |
Ishares Tr Esg Scrnd S&p500
(XVV)
|
0.1 |
$340k |
|
9.3k |
36.39 |
Ishares Tr Core Msci Euro
(IEUR)
|
0.1 |
$335k |
|
6.1k |
55.02 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$316k |
|
1.3k |
237.15 |
Nextera Energy
(NEE)
|
0.1 |
$313k |
|
5.2k |
60.74 |
Paychex
(PAYX)
|
0.1 |
$303k |
|
2.5k |
119.11 |
Abbott Laboratories
(ABT)
|
0.1 |
$299k |
|
2.7k |
110.07 |
Ishares Tr TRS FLT RT BD
(TFLO)
|
0.1 |
$280k |
|
5.6k |
50.47 |
Janus Detroit Str Tr Hendrson Aaa Cl
(JAAA)
|
0.1 |
$272k |
|
5.4k |
50.30 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.1 |
$258k |
|
3.4k |
75.11 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.1 |
$256k |
|
4.1k |
61.90 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.1 |
$252k |
|
4.3k |
58.33 |
Lowe's Companies
(LOW)
|
0.1 |
$249k |
|
1.1k |
222.64 |
Allogene Therapeutics
(ALLO)
|
0.1 |
$242k |
|
75k |
3.21 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$239k |
|
2.4k |
100.00 |
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$233k |
|
1.6k |
149.50 |
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.1 |
$221k |
|
4.0k |
54.98 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$206k |
|
454.00 |
453.24 |
Cue Biopharma
(CUE)
|
0.0 |
$66k |
|
25k |
2.64 |
Planet Labs Pbc Com Cl A
(PL)
|
0.0 |
$28k |
|
11k |
2.47 |