J P Morgan Exchange-traded F Ultra Shrt Inc
(JPST)
|
30.2 |
$61M |
|
1.2M |
50.73 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
11.0 |
$22M |
|
283k |
78.53 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
7.5 |
$15M |
|
96k |
156.53 |
Ark Etf Tr Innovation Etf
(ARKK)
|
5.9 |
$12M |
|
168k |
71.31 |
Vanguard Tax-managed Fds Ftse Dev Mkt Etf
(VEA)
|
4.8 |
$9.6M |
|
248k |
38.79 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
3.6 |
$7.3M |
|
24k |
308.38 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
3.1 |
$6.2M |
|
61k |
101.76 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
2.5 |
$5.0M |
|
31k |
163.91 |
Apple
(AAPL)
|
2.4 |
$4.9M |
|
14k |
364.81 |
Ishares Tr Exponential Tech
(XT)
|
2.4 |
$4.9M |
|
110k |
44.52 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
1.8 |
$3.5M |
|
48k |
73.47 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.7 |
$3.5M |
|
89k |
39.61 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
1.6 |
$3.2M |
|
38k |
83.11 |
Microsoft Corporation
(MSFT)
|
1.5 |
$3.1M |
|
15k |
203.54 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.4 |
$2.8M |
|
32k |
88.36 |
Vanguard Index Fds Growth Etf
(VUG)
|
1.3 |
$2.6M |
|
13k |
202.07 |
Intel Corporation
(INTC)
|
0.9 |
$1.8M |
|
31k |
59.83 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.9 |
$1.7M |
|
50k |
35.23 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.7 |
$1.4M |
|
8.0k |
178.50 |
Amazon
(AMZN)
|
0.6 |
$1.1M |
|
412.00 |
2759.71 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.5 |
$1.1M |
|
37k |
29.74 |
Ishares Tr Esg Msci Usa Etf
(ESGU)
|
0.5 |
$966k |
|
14k |
69.97 |
Intuit
(INTU)
|
0.5 |
$938k |
|
3.2k |
296.09 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.5 |
$911k |
|
6.2k |
145.78 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.4 |
$865k |
|
9.3k |
93.20 |
Flexshares Tr Qlt Div Def Idx
(QDEF)
|
0.4 |
$862k |
|
21k |
41.84 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.4 |
$827k |
|
4.0k |
207.37 |
Wal-Mart Stores
(WMT)
|
0.4 |
$754k |
|
6.3k |
119.78 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.3 |
$691k |
|
12k |
56.22 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.3 |
$689k |
|
28k |
24.36 |
Procter & Gamble Company
(PG)
|
0.3 |
$677k |
|
5.7k |
119.59 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.3 |
$667k |
|
2.7k |
247.77 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.3 |
$647k |
|
13k |
50.14 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.3 |
$628k |
|
12k |
51.67 |
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$609k |
|
6.5k |
94.10 |
Visa Com Cl A
(V)
|
0.3 |
$572k |
|
3.0k |
193.05 |
Danaher Corporation
(DHR)
|
0.3 |
$567k |
|
3.2k |
176.75 |
Union Pacific Corporation
(UNP)
|
0.3 |
$563k |
|
3.3k |
169.02 |
American Tower Reit
(AMT)
|
0.3 |
$556k |
|
2.2k |
258.48 |
Facebook Cl A
(META)
|
0.3 |
$551k |
|
2.4k |
227.12 |
Ishares Tr Esg Msci Eafe
(ESGD)
|
0.3 |
$544k |
|
9.0k |
60.63 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.3 |
$518k |
|
2.7k |
192.07 |
Mastercard Incorporated Cl A
(MA)
|
0.3 |
$509k |
|
1.7k |
295.93 |
Linde SHS
|
0.2 |
$466k |
|
2.2k |
212.30 |
Johnson & Johnson
(JNJ)
|
0.2 |
$461k |
|
3.3k |
140.59 |
Vanguard Index Fds Value Etf
(VTV)
|
0.2 |
$456k |
|
4.6k |
99.52 |
3M Company
(MMM)
|
0.2 |
$455k |
|
2.9k |
156.14 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.2 |
$440k |
|
8.2k |
53.61 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$439k |
|
1.4k |
309.59 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.2 |
$397k |
|
3.5k |
112.59 |
Schwab Strategic Tr Intrm Trm Tres
(SCHR)
|
0.2 |
$384k |
|
6.5k |
58.84 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.2 |
$353k |
|
12k |
29.59 |
Ishares Esg Msci Em Etf
(ESGE)
|
0.2 |
$352k |
|
11k |
32.08 |
Marsh & McLennan Companies
(MMC)
|
0.2 |
$343k |
|
3.2k |
107.52 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$341k |
|
2.4k |
143.10 |
Nextera Energy
(NEE)
|
0.2 |
$338k |
|
1.4k |
240.40 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$336k |
|
5.5k |
61.65 |
Disney Walt Com Disney
(DIS)
|
0.2 |
$322k |
|
2.9k |
111.38 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.2 |
$318k |
|
979.00 |
324.82 |
Flexshares Tr Intl Qltdv Def
(IQDE)
|
0.2 |
$317k |
|
17k |
19.04 |
Cisco Systems
(CSCO)
|
0.2 |
$313k |
|
6.7k |
46.59 |
Starbucks Corporation
(SBUX)
|
0.2 |
$308k |
|
4.2k |
73.67 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$287k |
|
2.3k |
126.99 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$287k |
|
203.00 |
1413.79 |
Ishares Tr Cre U S Reit Etf
(USRT)
|
0.1 |
$282k |
|
6.5k |
43.40 |
At&t
(T)
|
0.1 |
$277k |
|
9.2k |
30.24 |
Verizon Communications
(VZ)
|
0.1 |
$275k |
|
5.0k |
55.08 |
Norfolk Southern
(NSC)
|
0.1 |
$274k |
|
1.6k |
175.64 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.1 |
$274k |
|
6.8k |
40.02 |
Tesla Motors
(TSLA)
|
0.1 |
$268k |
|
248.00 |
1080.65 |
Spdr Ser Tr Portfolio Agrgte
(SPAB)
|
0.1 |
$262k |
|
8.5k |
30.84 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$259k |
|
3.3k |
78.84 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.1 |
$244k |
|
4.3k |
56.63 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$239k |
|
3.9k |
60.95 |
Shopify Cl A
(SHOP)
|
0.1 |
$233k |
|
245.00 |
951.02 |
Caterpillar
(CAT)
|
0.1 |
$231k |
|
1.8k |
126.37 |
American Express Company
(AXP)
|
0.1 |
$230k |
|
2.4k |
95.12 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$213k |
|
1.2k |
177.65 |
Ishares Tr Us Hlthcare Etf
(IYH)
|
0.1 |
$210k |
|
975.00 |
215.38 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.1 |
$210k |
|
4.2k |
49.77 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$208k |
|
4.6k |
44.74 |
Abbott Laboratories
(ABT)
|
0.1 |
$201k |
|
2.2k |
91.57 |
John Hancock Investors Trust
(JHI)
|
0.1 |
$157k |
|
10k |
15.48 |
Aberdeen Asia-Pacific Income Fund
(FAX)
|
0.1 |
$116k |
|
30k |
3.82 |
Western Asst High Incm Opprtnty Fnd
(HIO)
|
0.0 |
$86k |
|
19k |
4.64 |
General Electric Company
|
0.0 |
$79k |
|
12k |
6.80 |