|
Ishares Tr TRS FLT RT BD
(TFLO)
|
10.0 |
$38M |
|
746k |
50.59 |
|
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
8.2 |
$31M |
|
725k |
42.79 |
|
Spdr Series Trust Portfoli S&p1500
(SPTM)
|
8.0 |
$30M |
|
375k |
80.65 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
5.0 |
$19M |
|
313k |
59.92 |
|
Vanguard Index Fds Value Etf
(VTV)
|
4.5 |
$17M |
|
90k |
186.49 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
4.1 |
$15M |
|
311k |
49.46 |
|
Ishares Tr Calif Mun Bd Etf
(CMF)
|
3.8 |
$14M |
|
250k |
57.04 |
|
Spdr Series Trust Portfolio Agrgte
(SPAB)
|
3.3 |
$13M |
|
483k |
25.85 |
|
Spdr Series Trust Portfolio Sh Tsr
(SPTS)
|
3.2 |
$12M |
|
408k |
29.32 |
|
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
3.1 |
$12M |
|
99k |
119.51 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
3.1 |
$12M |
|
36k |
328.18 |
|
Ishares Tr National Mun Etf
(MUB)
|
2.9 |
$11M |
|
102k |
106.49 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
2.4 |
$9.0M |
|
19k |
479.61 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
2.1 |
$7.8M |
|
31k |
254.28 |
|
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
2.0 |
$7.7M |
|
81k |
95.19 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
2.0 |
$7.4M |
|
99k |
74.37 |
|
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
2.0 |
$7.4M |
|
129k |
56.86 |
|
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
1.6 |
$6.0M |
|
128k |
46.81 |
|
Apple
(AAPL)
|
1.5 |
$5.6M |
|
22k |
254.64 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
1.4 |
$5.3M |
|
7.8k |
669.32 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
1.4 |
$5.1M |
|
176k |
29.11 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.2 |
$4.4M |
|
50k |
87.31 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
1.1 |
$4.1M |
|
148k |
27.90 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.1 |
$4.0M |
|
73k |
54.18 |
|
Microsoft Corporation
(MSFT)
|
0.9 |
$3.5M |
|
6.7k |
518.02 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.9 |
$3.3M |
|
6.7k |
502.74 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.8 |
$3.0M |
|
15k |
203.59 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.7 |
$2.5M |
|
4.1k |
600.38 |
|
Costco Wholesale Corporation
(COST)
|
0.6 |
$2.3M |
|
2.5k |
925.63 |
|
Progressive Corporation
(PGR)
|
0.6 |
$2.1M |
|
8.5k |
246.95 |
|
Metropcs Communications
(TMUS)
|
0.6 |
$2.1M |
|
8.7k |
239.38 |
|
Amazon
(AMZN)
|
0.5 |
$2.0M |
|
9.1k |
219.57 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.5 |
$1.9M |
|
60k |
31.91 |
|
NVIDIA Corporation
(NVDA)
|
0.5 |
$1.9M |
|
10k |
186.58 |
|
Spdr Series Trust Portfolio Intrmd
(SPIB)
|
0.5 |
$1.9M |
|
55k |
33.89 |
|
Spdr Series Trust Portfli Tips Etf
(SPIP)
|
0.5 |
$1.9M |
|
71k |
26.32 |
|
Fidelity Merrimack Str Tr Total Bd Etf
(FBND)
|
0.5 |
$1.8M |
|
40k |
46.24 |
|
Ocugen
(OCGN)
|
0.5 |
$1.8M |
|
1.1M |
1.63 |
|
Vanguard Whitehall Fds Em Mk Gov Bd Etf
(VWOB)
|
0.4 |
$1.5M |
|
23k |
66.90 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.4 |
$1.5M |
|
30k |
50.63 |
|
Brookfield Corp Cl A Ltd Vt Sh
(BN)
|
0.4 |
$1.5M |
|
21k |
68.58 |
|
Vanguard World Inf Tech Etf
(VGT)
|
0.4 |
$1.5M |
|
2.0k |
746.83 |
|
Oracle Corporation
(ORCL)
|
0.4 |
$1.4M |
|
5.0k |
281.24 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.3 |
$1.3M |
|
15k |
84.11 |
|
Ishares Bitcoin Trust Etf Shs Ben Int
(IBIT)
|
0.3 |
$1.2M |
|
19k |
65.00 |
|
Aon Shs Cl A
(AON)
|
0.3 |
$1.2M |
|
3.4k |
356.58 |
|
International Business Machines
(IBM)
|
0.3 |
$1.1M |
|
4.0k |
282.16 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.3 |
$1.1M |
|
1.8k |
612.54 |
|
Stryker Corporation
(SYK)
|
0.3 |
$1.0M |
|
2.7k |
369.67 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.3 |
$991k |
|
9.9k |
100.25 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$978k |
|
4.0k |
243.10 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$967k |
|
9.1k |
106.78 |
|
Travelers Companies
(TRV)
|
0.2 |
$940k |
|
3.4k |
279.22 |
|
Exxon Mobil Corporation
(XOM)
|
0.2 |
$881k |
|
7.8k |
112.75 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.2 |
$858k |
|
3.5k |
246.60 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.2 |
$838k |
|
14k |
58.85 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.2 |
$824k |
|
2.3k |
355.47 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$785k |
|
4.2k |
185.42 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.2 |
$752k |
|
6.2k |
120.72 |
|
Lenz Therapeutics
(LENZ)
|
0.2 |
$707k |
|
15k |
46.58 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$682k |
|
2.8k |
243.57 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.2 |
$678k |
|
2.3k |
293.74 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.2 |
$650k |
|
2.1k |
307.86 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.2 |
$642k |
|
24k |
26.95 |
|
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.2 |
$615k |
|
2.1k |
297.62 |
|
Ishares Tr Short Treas Bd
(SHV)
|
0.2 |
$602k |
|
5.4k |
110.49 |
|
Eos Energy Enterprises Com Cl A
(EOSE)
|
0.2 |
$591k |
|
52k |
11.39 |
|
Raytheon Technologies Corp
(RTX)
|
0.2 |
$588k |
|
3.5k |
167.33 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.2 |
$580k |
|
3.1k |
189.70 |
|
Vaneck Etf Trust Intrmdt Muni Etf
(ITM)
|
0.1 |
$564k |
|
12k |
46.60 |
|
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.1 |
$530k |
|
2.1k |
256.45 |
|
Tesla Motors
(TSLA)
|
0.1 |
$523k |
|
1.2k |
444.72 |
|
Nuveen Municipal Credit Com Sh Ben Int
(NZF)
|
0.1 |
$514k |
|
41k |
12.56 |
|
Nuveen Insd Dividend Advantage
(NVG)
|
0.1 |
$509k |
|
41k |
12.29 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.1 |
$499k |
|
2.4k |
208.71 |
|
BlackRock Insured Municipal Income Trust
(BYM)
|
0.1 |
$487k |
|
45k |
10.95 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.1 |
$474k |
|
3.4k |
137.80 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.1 |
$471k |
|
6.4k |
73.46 |
|
Target Corporation
(TGT)
|
0.1 |
$466k |
|
5.2k |
89.70 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$464k |
|
631.00 |
734.55 |
|
Crowdstrike Hldgs Cl A
(CRWD)
|
0.1 |
$461k |
|
941.00 |
490.38 |
|
Ishares Msci Emerg Mrkt
(EEMV)
|
0.1 |
$445k |
|
7.0k |
63.83 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.1 |
$428k |
|
5.9k |
72.77 |
|
Palo Alto Networks
(PANW)
|
0.1 |
$420k |
|
2.1k |
203.62 |
|
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.1 |
$418k |
|
18k |
23.12 |
|
Ishares Tr Ishares Semicdtr
(SOXX)
|
0.1 |
$416k |
|
1.5k |
271.12 |
|
Wal-Mart Stores
(WMT)
|
0.1 |
$410k |
|
4.0k |
103.06 |
|
Netflix
(NFLX)
|
0.1 |
$410k |
|
342.00 |
1198.92 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.1 |
$400k |
|
601.00 |
666.18 |
|
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
0.1 |
$390k |
|
16k |
25.13 |
|
Oneok
(OKE)
|
0.1 |
$379k |
|
5.2k |
72.97 |
|
Palantir Technologies Cl A
(PLTR)
|
0.1 |
$362k |
|
2.0k |
182.42 |
|
Ishares Tr Core Div Grwth
(DGRO)
|
0.1 |
$361k |
|
5.3k |
68.08 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$360k |
|
1.5k |
241.96 |
|
Agnico
(AEM)
|
0.1 |
$351k |
|
2.1k |
168.56 |
|
Ishares Tr Broad Usd High
(USHY)
|
0.1 |
$340k |
|
9.0k |
37.78 |
|
Ishares Tr China Lg-cap Etf
(FXI)
|
0.1 |
$332k |
|
8.1k |
41.14 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$330k |
|
13k |
26.34 |
|
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.1 |
$314k |
|
15k |
21.57 |
|
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$310k |
|
7.3k |
42.37 |
|
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$308k |
|
977.00 |
315.43 |
|
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.1 |
$299k |
|
17k |
17.16 |
|
Altria
(MO)
|
0.1 |
$283k |
|
4.3k |
66.06 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.1 |
$281k |
|
3.5k |
79.80 |
|
Spdr Series Trust Portfolio Short
(SPSB)
|
0.1 |
$269k |
|
8.9k |
30.29 |
|
Honeywell International
(HON)
|
0.1 |
$258k |
|
1.2k |
210.53 |
|
Spdr Series Trust Bloomberg 1-3 Mo
(BIL)
|
0.1 |
$258k |
|
2.8k |
91.75 |
|
Kraneshares Trust Csi Chi Internet
(KWEB)
|
0.1 |
$254k |
|
6.1k |
42.01 |
|
Corteva
(CTVA)
|
0.1 |
$253k |
|
3.7k |
67.63 |
|
Boeing Company
(BA)
|
0.1 |
$251k |
|
1.2k |
215.83 |
|
Simplify Exchange Traded Fun Intmd Term Trsry
(TYA)
|
0.1 |
$245k |
|
18k |
13.61 |
|
CSX Corporation
(CSX)
|
0.1 |
$237k |
|
6.7k |
35.51 |
|
Citigroup Com New
(C)
|
0.1 |
$235k |
|
2.3k |
101.50 |
|
Ishares Tr Future Exponenti
(XT)
|
0.1 |
$235k |
|
3.3k |
71.94 |
|
Trinity Cap
(TRIN)
|
0.1 |
$235k |
|
15k |
15.48 |
|
Kroger
(KR)
|
0.1 |
$227k |
|
3.4k |
67.41 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$222k |
|
1.0k |
215.79 |
|
Worthington Industries
(WOR)
|
0.1 |
$222k |
|
4.0k |
55.49 |
|
Broadcom
(AVGO)
|
0.1 |
$208k |
|
630.00 |
329.91 |
|
J P Morgan Exchange Traded F Betabuldrs Japan
(BBJP)
|
0.1 |
$204k |
|
3.1k |
66.32 |
|
Grayscale Ethereum Trust Etf SHS
(ETHE)
|
0.1 |
$201k |
|
5.1k |
39.18 |
|
Patriot Natl Bancorp Com New
(PNBK)
|
0.0 |
$158k |
|
122k |
1.30 |
|
Patterson-UTI Energy
(PTEN)
|
0.0 |
$146k |
|
28k |
5.18 |
|
Butterfly Network Com Cl A
(BFLY)
|
0.0 |
$85k |
|
44k |
1.93 |
|
American Rebel Hldgs Com New
(AREB)
|
0.0 |
$69k |
|
73k |
0.95 |
|
The Real Brokerage Com New
(REAX)
|
0.0 |
$46k |
|
11k |
4.18 |