Apple
(AAPL)
|
7.1 |
$14M |
|
102k |
136.72 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
5.4 |
$11M |
|
115k |
92.41 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
5.3 |
$11M |
|
28k |
377.24 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
5.1 |
$10M |
|
44k |
226.24 |
Ishares Tr Msci Eafe Etf
(EFA)
|
4.4 |
$8.7M |
|
140k |
62.49 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
4.0 |
$7.9M |
|
66k |
118.69 |
Wisdomtree Tr Emg Mkts Smcap
(DGS)
|
3.6 |
$7.1M |
|
160k |
44.64 |
Ishares Core Msci Emkt
(IEMG)
|
3.5 |
$6.9M |
|
140k |
49.06 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
3.4 |
$6.7M |
|
74k |
91.11 |
Oracle Corporation
(ORCL)
|
3.0 |
$5.9M |
|
85k |
69.87 |
Ishares Tr Core Msci Eafe
(IEFA)
|
3.0 |
$5.9M |
|
100k |
58.85 |
Alphabet Cap Stk Cl A
(GOOGL)
|
2.7 |
$5.4M |
|
2.5k |
2179.13 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
2.6 |
$5.1M |
|
69k |
73.61 |
NVIDIA Corporation
(NVDA)
|
2.3 |
$4.6M |
|
30k |
151.59 |
CVS Caremark Corporation
(CVS)
|
2.0 |
$3.9M |
|
42k |
92.66 |
Wisdomtree Tr Intl Smcap Div
(DLS)
|
1.9 |
$3.7M |
|
64k |
58.38 |
Ishares Msci Emerg Mrkt
(EEMV)
|
1.8 |
$3.6M |
|
64k |
55.44 |
Bank of America Corporation
(BAC)
|
1.7 |
$3.3M |
|
107k |
31.13 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
1.4 |
$2.8M |
|
44k |
63.73 |
Ishares Tr S&P SML 600 GWT
(IJT)
|
1.4 |
$2.8M |
|
26k |
105.33 |
Gilead Sciences
(GILD)
|
1.3 |
$2.6M |
|
43k |
61.81 |
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
1.2 |
$2.4M |
|
26k |
94.43 |
Allstate Corporation
(ALL)
|
1.2 |
$2.4M |
|
19k |
126.75 |
Ishares Tr Core S&p Us Gwt
(IUSG)
|
1.2 |
$2.3M |
|
28k |
83.72 |
Microsoft Corporation
(MSFT)
|
1.2 |
$2.3M |
|
9.1k |
256.87 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
1.1 |
$2.3M |
|
27k |
85.35 |
Verizon Communications
(VZ)
|
1.1 |
$2.2M |
|
44k |
50.75 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
1.1 |
$2.2M |
|
25k |
89.02 |
Johnson & Johnson
(JNJ)
|
1.1 |
$2.1M |
|
12k |
177.49 |
Accenture Plc Ireland Shs Class A
(ACN)
|
1.1 |
$2.1M |
|
7.5k |
277.59 |
Public Service Enterprise
(PEG)
|
1.0 |
$2.0M |
|
32k |
63.29 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.0 |
$2.0M |
|
11k |
188.59 |
C H Robinson Worldwide Com New
(CHRW)
|
1.0 |
$2.0M |
|
20k |
101.38 |
Chevron Corporation
(CVX)
|
1.0 |
$1.9M |
|
13k |
144.78 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
1.0 |
$1.9M |
|
27k |
71.91 |
Target Corporation
(TGT)
|
0.8 |
$1.6M |
|
12k |
141.19 |
JPMorgan Chase & Co.
(JPM)
|
0.8 |
$1.6M |
|
14k |
112.58 |
Roper Industries
(ROP)
|
0.8 |
$1.6M |
|
3.9k |
394.67 |
Bristol Myers Squibb
(BMY)
|
0.8 |
$1.5M |
|
20k |
76.98 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.8 |
$1.5M |
|
14k |
110.02 |
McKesson Corporation
(MCK)
|
0.8 |
$1.5M |
|
4.5k |
326.21 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.8 |
$1.5M |
|
19k |
80.02 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.7 |
$1.3M |
|
30k |
43.39 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.6 |
$1.3M |
|
20k |
62.78 |
Valero Energy Corporation
(VLO)
|
0.6 |
$1.2M |
|
11k |
106.28 |
Constellation Brands Cl A
(STZ)
|
0.6 |
$1.2M |
|
5.1k |
233.01 |
Amazon
(AMZN)
|
0.5 |
$1.1M |
|
10k |
106.24 |
General Motors Company
(GM)
|
0.5 |
$1.1M |
|
34k |
31.77 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.5 |
$1.1M |
|
5.1k |
207.73 |
Charles Schwab Corporation
(SCHW)
|
0.5 |
$1.0M |
|
16k |
63.21 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.5 |
$987k |
|
31k |
32.31 |
Ishares Tr MRGSTR MD CP GRW
(IMCG)
|
0.5 |
$961k |
|
19k |
51.97 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.4 |
$882k |
|
5.2k |
169.35 |
Cisco Systems
(CSCO)
|
0.4 |
$855k |
|
20k |
42.63 |
3M Company
(MMM)
|
0.4 |
$775k |
|
6.0k |
129.36 |
Wells Fargo & Company
(WFC)
|
0.3 |
$686k |
|
18k |
39.15 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.3 |
$682k |
|
1.7k |
413.33 |
Vaneck Etf Trust Green Bond Etf
(GRNB)
|
0.3 |
$618k |
|
26k |
23.59 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.3 |
$604k |
|
10k |
60.40 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.3 |
$594k |
|
18k |
32.81 |
Ishares Tr Select Divid Etf
(DVY)
|
0.3 |
$569k |
|
4.8k |
117.61 |
Ishares Tr Esg Awre Usd Etf
(SUSC)
|
0.3 |
$554k |
|
24k |
23.16 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.3 |
$554k |
|
11k |
49.52 |
Walt Disney Company
(DIS)
|
0.3 |
$506k |
|
5.4k |
94.33 |
ConocoPhillips
(COP)
|
0.3 |
$500k |
|
5.6k |
89.80 |
Unum
(UNM)
|
0.2 |
$483k |
|
14k |
34.05 |
Merck & Co
(MRK)
|
0.2 |
$431k |
|
4.7k |
91.08 |
Sempra Energy
(SRE)
|
0.2 |
$402k |
|
2.7k |
150.34 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.2 |
$339k |
|
5.2k |
64.68 |
Nushares Etf Tr Nuveen Esg Midvl
(NUMV)
|
0.2 |
$327k |
|
11k |
30.62 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$309k |
|
815.00 |
379.14 |
Pfizer
(PFE)
|
0.2 |
$309k |
|
5.9k |
52.48 |
Nushares Etf Tr Nuveen Esg Midcp
(NUMG)
|
0.1 |
$284k |
|
8.3k |
34.30 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$256k |
|
832.00 |
307.69 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$256k |
|
1.2k |
218.43 |
Ishares Tr Ishares Biotech
(IBB)
|
0.1 |
$242k |
|
2.1k |
117.59 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$235k |
|
1.6k |
143.64 |
Meta Platforms Cl A
(META)
|
0.1 |
$228k |
|
1.4k |
161.13 |
Visa Com Cl A
(V)
|
0.1 |
$223k |
|
1.1k |
197.35 |
Aptiv SHS
(APTV)
|
0.1 |
$216k |
|
2.4k |
89.26 |
Jones Lang LaSalle Incorporated
(JLL)
|
0.1 |
$210k |
|
1.2k |
175.00 |