Ishares Tr Rus 1000 Grw Etf
(IWF)
|
13.6 |
$21M |
|
97k |
216.89 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
11.4 |
$18M |
|
149k |
118.13 |
Ishares Tr Msci Eafe Etf
(EFA)
|
10.6 |
$16M |
|
258k |
63.65 |
Ishares Tr Russell 2000 Etf
(IWM)
|
7.6 |
$12M |
|
78k |
149.79 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
4.7 |
$7.3M |
|
166k |
44.09 |
Ishares Tr National Mun Etf
(MUB)
|
4.1 |
$6.4M |
|
55k |
115.93 |
Spdr Ser Tr BLMBRG BRC CNVRT
(CWB)
|
3.0 |
$4.6M |
|
67k |
68.89 |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb
|
2.6 |
$4.1M |
|
186k |
21.84 |
Direxion Shs Etf Tr Nas100 Eql Wgt
(QQQE)
|
2.6 |
$4.0M |
|
62k |
64.48 |
Invesco Exch Trd Slf Idx Bulshs 2021 Cb
|
2.5 |
$3.8M |
|
180k |
21.32 |
Vanguard Charlotte Fds Intl Bd Idx Etf
(BNDX)
|
2.4 |
$3.7M |
|
63k |
58.18 |
Invesco Exch Trd Slf Idx Bulshs 2020 Cb
|
2.3 |
$3.5M |
|
167k |
21.22 |
Spdr Ser Tr Portfolio Ln Tsr
(SPTL)
|
2.3 |
$3.5M |
|
75k |
46.73 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.2 |
$3.4M |
|
12k |
277.82 |
Spdr Ser Tr Portfolio Agrgte
(SPAB)
|
2.0 |
$3.1M |
|
102k |
30.81 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
1.6 |
$2.5M |
|
24k |
104.08 |
Apple
(AAPL)
|
1.1 |
$1.7M |
|
15k |
115.79 |
Lazard Shs A
|
1.0 |
$1.6M |
|
49k |
33.06 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.0 |
$1.6M |
|
4.8k |
334.95 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
1.0 |
$1.5M |
|
19k |
82.84 |
Ishares Tr Ibonds Dec2021
|
1.0 |
$1.5M |
|
57k |
25.91 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.9 |
$1.4M |
|
16k |
88.20 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.8 |
$1.3M |
|
31k |
40.89 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.8 |
$1.2M |
|
3.7k |
336.02 |
Ishares Tr Ibonds Dec2023
|
0.7 |
$1.1M |
|
42k |
26.27 |
Ishares Tr Ibonds Dec2022
|
0.7 |
$1.1M |
|
41k |
26.49 |
Spdr Ser Tr Nuveen Brc Munic
(TFI)
|
0.6 |
$1.0M |
|
19k |
51.95 |
Texas Instruments Incorporated
(TXN)
|
0.5 |
$813k |
|
5.7k |
142.73 |
Microsoft Corporation
(MSFT)
|
0.5 |
$766k |
|
3.6k |
210.38 |
Ishares Tr Ibonds Dec
(IBMM)
|
0.5 |
$706k |
|
26k |
27.09 |
Johnson & Johnson
(JNJ)
|
0.5 |
$702k |
|
4.7k |
148.98 |
Spdr Ser Tr Spdr Bloomberg
(BIL)
|
0.4 |
$692k |
|
7.6k |
91.53 |
UnitedHealth
(UNH)
|
0.4 |
$632k |
|
2.0k |
311.64 |
Ishares Msci Emerg Mrkt
(EEMV)
|
0.4 |
$632k |
|
12k |
55.17 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$591k |
|
6.1k |
96.19 |
Verizon Communications
(VZ)
|
0.4 |
$572k |
|
9.6k |
59.47 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.4 |
$571k |
|
1.7k |
339.07 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$568k |
|
3.2k |
176.23 |
Costco Wholesale Corporation
(COST)
|
0.4 |
$542k |
|
1.5k |
355.18 |
Home Depot
(HD)
|
0.3 |
$524k |
|
1.9k |
277.69 |
Abbvie
(ABBV)
|
0.3 |
$524k |
|
6.0k |
87.63 |
Wal-Mart Stores
(WMT)
|
0.3 |
$517k |
|
3.7k |
139.81 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.3 |
$515k |
|
4.0k |
128.75 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.3 |
$491k |
|
4.7k |
103.76 |
At&t
(T)
|
0.3 |
$474k |
|
17k |
28.53 |
Procter & Gamble Company
(PG)
|
0.3 |
$463k |
|
3.3k |
139.08 |
3M Company
(MMM)
|
0.3 |
$461k |
|
2.9k |
160.29 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.3 |
$461k |
|
1.7k |
277.71 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.3 |
$434k |
|
2.8k |
155.56 |
Invesco Exchange Traded Fd T Ftse Rafi 1000
(PRF)
|
0.3 |
$429k |
|
3.8k |
113.88 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.3 |
$423k |
|
3.6k |
118.09 |
Merck & Co
(MRK)
|
0.3 |
$421k |
|
5.1k |
82.86 |
Pfizer
(PFE)
|
0.3 |
$408k |
|
11k |
36.69 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.3 |
$403k |
|
3.7k |
108.01 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.3 |
$396k |
|
7.3k |
54.40 |
Qualcomm
(QCOM)
|
0.3 |
$392k |
|
3.3k |
117.54 |
Visa Com Cl A
(V)
|
0.2 |
$384k |
|
1.9k |
199.90 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.2 |
$366k |
|
3.7k |
99.24 |
Comcast Corp Cl A
(CMCSA)
|
0.2 |
$348k |
|
7.5k |
46.28 |
Coca-Cola Company
(KO)
|
0.2 |
$346k |
|
7.0k |
49.34 |
International Business Machines
(IBM)
|
0.2 |
$335k |
|
2.8k |
121.82 |
Cisco Systems
(CSCO)
|
0.2 |
$331k |
|
8.4k |
39.43 |
Pepsi
(PEP)
|
0.2 |
$328k |
|
2.4k |
138.63 |
Proshares Tr S&p 500 Dv Arist
(NOBL)
|
0.2 |
$318k |
|
4.4k |
72.14 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.2 |
$299k |
|
3.7k |
81.14 |
Amgen
(AMGN)
|
0.2 |
$299k |
|
1.2k |
253.82 |
Bloom Energy Corp Com Cl A
(BE)
|
0.2 |
$293k |
|
16k |
17.95 |
McDonald's Corporation
(MCD)
|
0.2 |
$288k |
|
1.3k |
219.34 |
Cigna Corp
(CI)
|
0.2 |
$275k |
|
1.6k |
169.23 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$247k |
|
1.3k |
185.02 |
Cummins
(CMI)
|
0.2 |
$244k |
|
1.2k |
211.07 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$242k |
|
165.00 |
1466.67 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.2 |
$237k |
|
6.5k |
36.48 |
Amazon
(AMZN)
|
0.2 |
$233k |
|
74.00 |
3148.65 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$233k |
|
5.4k |
43.24 |
Spdr Ser Tr Nuveen Blmbrg Sr
(SHM)
|
0.1 |
$232k |
|
4.6k |
49.96 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$226k |
|
3.2k |
70.21 |
Invesco Exch Traded Fd Tr Ii Calif Amt Mun
(PWZ)
|
0.1 |
$220k |
|
8.0k |
27.62 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$216k |
|
563.00 |
383.66 |
Ishares Tr Global Reit Etf
(REET)
|
0.1 |
$216k |
|
10k |
21.07 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$213k |
|
1.8k |
116.78 |
Intel Corporation
(INTC)
|
0.1 |
$208k |
|
4.0k |
51.73 |
Nextera Energy
(NEE)
|
0.1 |
$205k |
|
740.00 |
277.03 |
Blackrock Cap Invt Corp Note 5.000% 6/1 (Principal)
|
0.0 |
$25k |
|
25k |
1.00 |