|
Ishares Tr TRS FLT RT BD
(TFLO)
|
14.4 |
$45M |
|
879k |
50.60 |
|
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
9.2 |
$29M |
|
759k |
37.56 |
|
Spdr Ser Tr Portfoli S&p1500
(SPTM)
|
8.9 |
$28M |
|
394k |
70.06 |
|
Spdr Ser Tr Portfolio Agrgte
(SPAB)
|
4.9 |
$15M |
|
583k |
26.14 |
|
Ishares Tr National Mun Etf
(MUB)
|
4.2 |
$13M |
|
119k |
108.63 |
|
Vanguard Index Fds Value Etf
(VTV)
|
4.0 |
$13M |
|
72k |
174.57 |
|
Ishares Tr Calif Mun Bd Etf
(CMF)
|
3.7 |
$12M |
|
198k |
58.11 |
|
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
3.6 |
$11M |
|
94k |
119.60 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
3.4 |
$11M |
|
211k |
50.28 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
3.3 |
$10M |
|
210k |
47.85 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
3.2 |
$10M |
|
35k |
283.16 |
|
Spdr Ser Tr Portfolio Sh Tsr
(SPTS)
|
3.0 |
$9.3M |
|
315k |
29.41 |
|
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
3.0 |
$9.2M |
|
223k |
41.28 |
|
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
2.7 |
$8.4M |
|
90k |
93.58 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
2.6 |
$8.1M |
|
34k |
237.21 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
2.2 |
$6.8M |
|
18k |
383.93 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
2.1 |
$6.6M |
|
125k |
52.81 |
|
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
1.8 |
$5.5M |
|
89k |
61.54 |
|
Apple
(AAPL)
|
1.5 |
$4.8M |
|
21k |
233.01 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
1.3 |
$4.1M |
|
7.1k |
576.82 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.3 |
$3.9M |
|
50k |
78.05 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
1.2 |
$3.7M |
|
20k |
189.80 |
|
Spdr Ser Tr Portfli Tips Etf
(SPIP)
|
0.7 |
$2.3M |
|
87k |
26.28 |
|
Costco Wholesale Corporation
(COST)
|
0.7 |
$2.2M |
|
2.5k |
886.52 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.7 |
$2.1M |
|
42k |
49.31 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.6 |
$1.9M |
|
4.2k |
460.26 |
|
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.6 |
$1.9M |
|
36k |
52.66 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.6 |
$1.8M |
|
3.8k |
488.07 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.6 |
$1.8M |
|
3.1k |
573.76 |
|
Microsoft Corporation
(MSFT)
|
0.5 |
$1.7M |
|
3.9k |
430.32 |
|
Progressive Corporation
(PGR)
|
0.5 |
$1.6M |
|
6.3k |
253.76 |
|
Vanguard World Inf Tech Etf
(VGT)
|
0.5 |
$1.5M |
|
2.5k |
586.54 |
|
Spdr Ser Tr Portfolio Intrmd
(SPIB)
|
0.5 |
$1.4M |
|
42k |
33.71 |
|
Vanguard Whitehall Fds Em Mk Gov Bd Etf
(VWOB)
|
0.4 |
$1.3M |
|
20k |
66.37 |
|
Metropcs Communications
(TMUS)
|
0.4 |
$1.2M |
|
6.0k |
206.36 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.3 |
$1.1M |
|
13k |
83.75 |
|
Amazon
(AMZN)
|
0.3 |
$1.0M |
|
5.6k |
186.33 |
|
Stryker Corporation
(SYK)
|
0.3 |
$969k |
|
2.7k |
361.26 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.3 |
$861k |
|
8.5k |
101.27 |
|
International Business Machines
(IBM)
|
0.3 |
$854k |
|
3.9k |
221.08 |
|
Target Corporation
(TGT)
|
0.3 |
$815k |
|
5.2k |
155.86 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$780k |
|
10k |
75.11 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.2 |
$727k |
|
2.1k |
353.48 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$724k |
|
1.4k |
527.67 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$692k |
|
4.2k |
165.85 |
|
Exxon Mobil Corporation
(XOM)
|
0.2 |
$675k |
|
5.8k |
117.22 |
|
Brookfield Corp Cl A Ltd Vt Sh
(BN)
|
0.2 |
$667k |
|
13k |
53.15 |
|
Travelers Companies
(TRV)
|
0.2 |
$626k |
|
2.7k |
234.12 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.2 |
$589k |
|
2.4k |
243.06 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.2 |
$564k |
|
11k |
53.63 |
|
Nuveen Insd Dividend Advantage
(NVG)
|
0.2 |
$554k |
|
41k |
13.39 |
|
Nuveen Municipal Credit Com Sh Ben Int
(NZF)
|
0.2 |
$536k |
|
41k |
13.10 |
|
BlackRock Insured Municipal Income Trust
(BYM)
|
0.2 |
$536k |
|
45k |
12.04 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$525k |
|
3.2k |
162.05 |
|
Oneok
(OKE)
|
0.2 |
$514k |
|
5.6k |
91.13 |
|
NVIDIA Corporation
(NVDA)
|
0.2 |
$490k |
|
4.0k |
121.44 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.2 |
$480k |
|
2.4k |
200.78 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.2 |
$480k |
|
1.8k |
267.37 |
|
Ishares Bitcoin Trust Etf Shs Ben Int
(IBIT)
|
0.2 |
$470k |
|
13k |
36.13 |
|
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.2 |
$466k |
|
20k |
23.45 |
|
Oracle Corporation
(ORCL)
|
0.1 |
$385k |
|
2.3k |
170.40 |
|
Lenz Therapeutics
(LENZ)
|
0.1 |
$361k |
|
15k |
23.74 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$343k |
|
1.7k |
198.06 |
|
Ishares Tr Ishares Semicdtr
(SOXX)
|
0.1 |
$322k |
|
1.4k |
230.59 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$302k |
|
4.4k |
67.84 |
|
Realty Income
(O)
|
0.1 |
$286k |
|
4.5k |
63.42 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.1 |
$279k |
|
4.7k |
59.02 |
|
Palantir Technologies Cl A
(PLTR)
|
0.1 |
$275k |
|
7.4k |
37.20 |
|
Simplify Exchange Traded Fun Intmd Term Trsry
(TYA)
|
0.1 |
$259k |
|
18k |
14.37 |
|
Pool Corporation
(POOL)
|
0.1 |
$225k |
|
598.00 |
376.85 |
|
Spdr Ser Tr Portfolio Short
(SPSB)
|
0.1 |
$223k |
|
7.3k |
30.28 |
|
Tesla Motors
(TSLA)
|
0.1 |
$217k |
|
831.00 |
261.63 |
|
Hudson Pacific Properties
(HPP)
|
0.1 |
$215k |
|
45k |
4.78 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$214k |
|
1.3k |
167.19 |
|
Pfizer
(PFE)
|
0.1 |
$213k |
|
7.4k |
28.94 |
|
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.1 |
$203k |
|
2.1k |
98.10 |
|
Trinity Cap
(TRIN)
|
0.0 |
$138k |
|
10k |
13.57 |
|
Butterfly Network Com Cl A
(BFLY)
|
0.0 |
$77k |
|
44k |
1.77 |
|
Bioatla
(BCAB)
|
0.0 |
$45k |
|
25k |
1.76 |
|
Comstock Com New
|
0.0 |
$5.2k |
|
11k |
0.47 |
|
Leddartech Hldgs *w Exp 12/21/202
(LDTDF)
|
0.0 |
$680.983500 |
|
26k |
0.03 |