J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
12.2 |
$35M |
|
688k |
50.13 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
6.7 |
$19M |
|
250k |
75.54 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
6.2 |
$18M |
|
115k |
151.85 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
6.2 |
$17M |
|
415k |
41.97 |
Vanguard Index Fds Small Cp Etf
(VB)
|
4.9 |
$14M |
|
75k |
183.54 |
J P Morgan Exchange Traded F Core Plus Bd Etf
(JCPB)
|
4.1 |
$12M |
|
253k |
45.93 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
4.1 |
$12M |
|
119k |
96.96 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
3.4 |
$9.6M |
|
47k |
203.81 |
Apple
(AAPL)
|
3.3 |
$9.4M |
|
73k |
129.93 |
Vanguard Index Fds Growth Etf
(VUG)
|
3.3 |
$9.3M |
|
44k |
213.11 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
2.4 |
$6.8M |
|
142k |
48.24 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
2.3 |
$6.4M |
|
97k |
65.74 |
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
1.6 |
$4.5M |
|
55k |
82.32 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
1.5 |
$4.1M |
|
70k |
59.57 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
1.5 |
$4.1M |
|
57k |
72.10 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.4 |
$4.1M |
|
11k |
384.21 |
Ishares Tr Msci Usa Mmentm
(MTUM)
|
1.4 |
$4.0M |
|
27k |
145.93 |
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
1.2 |
$3.5M |
|
36k |
98.65 |
Microsoft Corporation
(MSFT)
|
1.2 |
$3.4M |
|
14k |
239.81 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
1.1 |
$3.2M |
|
42k |
75.28 |
J P Morgan Exchange Traded F Us Qualty Fctr
(JQUA)
|
1.0 |
$2.8M |
|
72k |
38.75 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.9 |
$2.4M |
|
48k |
50.53 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.8 |
$2.4M |
|
27k |
88.73 |
UnitedHealth
(UNH)
|
0.8 |
$2.4M |
|
4.5k |
530.18 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.8 |
$2.3M |
|
7.3k |
308.90 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.8 |
$2.2M |
|
8.4k |
266.27 |
Schwab Strategic Tr Schwab Fdt Us Sc
(FNDA)
|
0.8 |
$2.2M |
|
46k |
46.72 |
Abbott Laboratories
(ABT)
|
0.7 |
$2.1M |
|
19k |
109.79 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.7 |
$2.1M |
|
40k |
51.72 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$2.0M |
|
15k |
134.10 |
Wisdomtree Tr Us Qtly Div Grt
(DGRW)
|
0.7 |
$2.0M |
|
33k |
60.36 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.7 |
$1.9M |
|
12k |
158.79 |
Visa Com Cl A
(V)
|
0.7 |
$1.9M |
|
9.1k |
207.76 |
Ishares Msci Emerg Mrkt
(EEMV)
|
0.6 |
$1.8M |
|
33k |
53.05 |
Pfizer
(PFE)
|
0.6 |
$1.7M |
|
32k |
51.24 |
Danaher Corporation
(DHR)
|
0.6 |
$1.6M |
|
5.9k |
265.42 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.6 |
$1.6M |
|
8.1k |
191.19 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.5 |
$1.5M |
|
11k |
135.24 |
Flexshares Tr Stox Us Esg Slct
(ESG)
|
0.5 |
$1.5M |
|
16k |
91.83 |
Norfolk Southern
(NSC)
|
0.5 |
$1.5M |
|
5.9k |
246.42 |
Chubb
(CB)
|
0.5 |
$1.4M |
|
6.4k |
220.60 |
Union Pacific Corporation
(UNP)
|
0.5 |
$1.4M |
|
6.8k |
207.07 |
Chevron Corporation
(CVX)
|
0.5 |
$1.4M |
|
7.6k |
179.49 |
CSX Corporation
(CSX)
|
0.5 |
$1.4M |
|
44k |
30.98 |
Exxon Mobil Corporation
(XOM)
|
0.5 |
$1.3M |
|
12k |
110.30 |
Waste Management
(WM)
|
0.5 |
$1.3M |
|
8.3k |
156.88 |
Johnson & Johnson
(JNJ)
|
0.4 |
$1.3M |
|
7.1k |
176.65 |
Abb Sponsored Adr
(ABBNY)
|
0.4 |
$1.2M |
|
39k |
30.46 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.4 |
$1.2M |
|
16k |
74.49 |
ConocoPhillips
(COP)
|
0.4 |
$1.1M |
|
9.6k |
118.00 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.4 |
$1.1M |
|
29k |
37.90 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.4 |
$1.1M |
|
21k |
49.49 |
Comcast Corp Cl A
(CMCSA)
|
0.4 |
$1.0M |
|
30k |
34.97 |
Qualcomm
(QCOM)
|
0.4 |
$1.0M |
|
9.4k |
109.94 |
Bank of America Corporation
(BAC)
|
0.4 |
$1.0M |
|
30k |
33.12 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.4 |
$993k |
|
12k |
82.48 |
Pepsi
(PEP)
|
0.3 |
$960k |
|
5.3k |
180.66 |
Ishares Tr Ibonds Dec
(IBMM)
|
0.3 |
$954k |
|
37k |
25.75 |
Ishares Tr Ibonds Dec2023
|
0.3 |
$946k |
|
37k |
25.35 |
Ishares Tr Ibonds Dec 25
(IBMN)
|
0.3 |
$907k |
|
34k |
26.37 |
Analog Devices
(ADI)
|
0.3 |
$903k |
|
5.5k |
164.03 |
Ishares Tr Ibonds Dec 26
(IBMO)
|
0.3 |
$882k |
|
35k |
25.21 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.3 |
$876k |
|
14k |
63.59 |
Cigna Corp
(CI)
|
0.3 |
$823k |
|
2.5k |
331.34 |
Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
0.3 |
$751k |
|
14k |
53.44 |
Spdr Ser Tr Russell Yield
(ONEY)
|
0.2 |
$695k |
|
7.4k |
93.70 |
International Business Machines
(IBM)
|
0.2 |
$625k |
|
4.4k |
140.89 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$616k |
|
1.6k |
382.43 |
Phillips 66
(PSX)
|
0.2 |
$615k |
|
5.9k |
104.08 |
Ishares Tr Ibonds Dec 27
(IBMP)
|
0.2 |
$611k |
|
24k |
25.07 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$597k |
|
8.3k |
71.95 |
Oracle Corporation
(ORCL)
|
0.2 |
$539k |
|
6.6k |
81.74 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.2 |
$526k |
|
9.5k |
55.56 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$504k |
|
11k |
45.15 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$474k |
|
12k |
38.98 |
Procter & Gamble Company
(PG)
|
0.2 |
$472k |
|
3.1k |
151.56 |
Starbucks Corporation
(SBUX)
|
0.2 |
$461k |
|
4.7k |
99.20 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.2 |
$454k |
|
2.5k |
179.76 |
3M Company
(MMM)
|
0.2 |
$441k |
|
3.7k |
119.92 |
Schlumberger Com Stk
(SLB)
|
0.2 |
$428k |
|
8.0k |
53.46 |
Brookfield Infrast Partners Lp Int Unit
(BIP)
|
0.1 |
$418k |
|
14k |
30.99 |
Capital Group Intl Focus Eqt Shs Creation Uni
(CGXU)
|
0.1 |
$408k |
|
20k |
20.83 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$391k |
|
1.1k |
365.84 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$390k |
|
3.6k |
108.21 |
Coca-Cola Company
(KO)
|
0.1 |
$388k |
|
6.1k |
63.61 |
Ishares Tr Intl Div Grwth
(IGRO)
|
0.1 |
$386k |
|
6.7k |
57.63 |
Vaneck Etf Trust Semiconductr Etf
(SMH)
|
0.1 |
$374k |
|
1.8k |
202.94 |
American Tower Reit
(AMT)
|
0.1 |
$355k |
|
1.7k |
211.86 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$353k |
|
798.00 |
442.79 |
Amazon
(AMZN)
|
0.1 |
$334k |
|
4.0k |
84.00 |
Ishares Tr Cohen Steer Reit
(ICF)
|
0.1 |
$317k |
|
5.8k |
54.84 |
Autoliv
(ALV)
|
0.1 |
$316k |
|
4.1k |
76.58 |
First Tr Nas100 Eq Weighted SHS
(QQEW)
|
0.1 |
$311k |
|
3.5k |
88.77 |
General Electric Com New
(GE)
|
0.1 |
$302k |
|
3.6k |
83.79 |
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.1 |
$300k |
|
5.5k |
54.49 |
Boeing Company
(BA)
|
0.1 |
$298k |
|
1.6k |
190.49 |
Koninklijke Philips N V Ny Regis Shs New
(PHG)
|
0.1 |
$289k |
|
19k |
14.99 |
Ishares Tr Us Hlthcare Etf
(IYH)
|
0.1 |
$284k |
|
1.0k |
283.71 |
Anheuser Busch Inbev Sa Sponsored Adr
(BUD)
|
0.1 |
$272k |
|
4.5k |
60.04 |
Tesla Motors
(TSLA)
|
0.1 |
$253k |
|
2.1k |
123.18 |
Vanguard World Fds Energy Etf
(VDE)
|
0.1 |
$249k |
|
2.1k |
121.28 |
Intel Corporation
(INTC)
|
0.1 |
$246k |
|
9.3k |
26.43 |
Home Depot
(HD)
|
0.1 |
$240k |
|
758.00 |
315.92 |
Wp Carey
(WPC)
|
0.1 |
$235k |
|
3.0k |
78.15 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.1 |
$228k |
|
5.0k |
45.65 |
Invesco Exch Traded Fd Tr Ii S&p Midcp Low
(XMLV)
|
0.1 |
$220k |
|
4.1k |
53.49 |
Ishares Tr Core Msci Total
(IXUS)
|
0.1 |
$214k |
|
3.7k |
57.88 |
DTE Energy Company
(DTE)
|
0.1 |
$210k |
|
1.8k |
117.53 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.1 |
$208k |
|
2.0k |
106.44 |
Ishares Tr Morningstar Grwt
(ILCG)
|
0.1 |
$207k |
|
4.3k |
48.68 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$204k |
|
766.00 |
266.84 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.1 |
$203k |
|
6.2k |
32.88 |
At&t
(T)
|
0.1 |
$194k |
|
11k |
18.41 |
Pimco High Income Com Shs
(PHK)
|
0.0 |
$73k |
|
16k |
4.73 |