Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
5.8 |
$12M |
|
110k |
108.11 |
Ishares Gold Trust Ishares
|
5.5 |
$11M |
|
621k |
17.99 |
Ishares Tr Core Msci Eafe
(IEFA)
|
4.8 |
$9.8M |
|
163k |
60.28 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
4.3 |
$8.9M |
|
50k |
176.26 |
Vanguard Index Fds Small Cp Etf
(VB)
|
3.8 |
$7.7M |
|
50k |
153.80 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
3.8 |
$7.7M |
|
83k |
92.40 |
Docusign
(DOCU)
|
3.6 |
$7.3M |
|
34k |
215.24 |
Apple
(AAPL)
|
3.4 |
$6.9M |
|
59k |
115.82 |
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
3.3 |
$6.7M |
|
157k |
42.82 |
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
2.9 |
$5.9M |
|
110k |
54.08 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.5 |
$5.1M |
|
118k |
43.24 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
2.0 |
$4.1M |
|
51k |
80.93 |
Select Sector Spdr Tr Sbi Int-inds
(XLI)
|
2.0 |
$4.1M |
|
53k |
76.97 |
Twilio Cl A
(TWLO)
|
2.0 |
$4.0M |
|
16k |
247.09 |
Vanguard World Fds Health Car Etf
(VHT)
|
1.9 |
$3.9M |
|
19k |
203.98 |
American Centy Etf Tr Intl Eqt Etf
(AVDE)
|
1.8 |
$3.7M |
|
75k |
49.27 |
Invesco Exchange Traded Fd T S&p500 Eql Tec
(RSPT)
|
1.8 |
$3.7M |
|
17k |
210.64 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.7 |
$3.5M |
|
21k |
170.32 |
Ishares Core Msci Emkt
(IEMG)
|
1.6 |
$3.3M |
|
63k |
52.80 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
1.6 |
$3.3M |
|
64k |
51.01 |
Kkr Income Opportunities
(KIO)
|
1.5 |
$3.1M |
|
230k |
13.53 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
1.5 |
$3.0M |
|
29k |
105.30 |
Microsoft Corporation
(MSFT)
|
1.2 |
$2.4M |
|
11k |
210.36 |
Amazon
(AMZN)
|
1.1 |
$2.3M |
|
716.00 |
3148.04 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.8 |
$1.7M |
|
33k |
50.46 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.8 |
$1.6M |
|
4.8k |
335.98 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.8 |
$1.5M |
|
17k |
88.21 |
Ishares Tr Core Intl Aggr
(IAGG)
|
0.7 |
$1.5M |
|
26k |
55.67 |
Terreno Realty Corporation
(TRNO)
|
0.7 |
$1.3M |
|
24k |
54.77 |
Spdr Ser Tr BLMBRG BRC CNVRT
(CWB)
|
0.6 |
$1.3M |
|
19k |
68.89 |
Vanguard World Fds Materials Etf
(VAW)
|
0.6 |
$1.2M |
|
9.2k |
134.60 |
Ishares Tr U.s. Real Es Etf
(IYR)
|
0.6 |
$1.2M |
|
15k |
79.86 |
DaVita
(DVA)
|
0.6 |
$1.1M |
|
13k |
85.66 |
Comcast Corp Cl A
(CMCSA)
|
0.5 |
$1.1M |
|
24k |
46.27 |
Eaton Vance Corp Com Non Vtg
|
0.5 |
$1.1M |
|
28k |
38.16 |
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.5 |
$1.0M |
|
21k |
48.62 |
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
0.5 |
$1.0M |
|
10k |
101.92 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$995k |
|
677.00 |
1469.72 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.5 |
$989k |
|
6.6k |
149.80 |
Johnson & Johnson
(JNJ)
|
0.5 |
$986k |
|
6.6k |
148.88 |
Fastly Cl A
(FSLY)
|
0.5 |
$943k |
|
10k |
93.64 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.5 |
$923k |
|
9.6k |
95.76 |
Gabelli Utility Trust
(GUT)
|
0.5 |
$918k |
|
121k |
7.56 |
Netflix
(NFLX)
|
0.4 |
$913k |
|
1.8k |
500.27 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$878k |
|
9.1k |
96.32 |
Zuora Com Cl A
(ZUO)
|
0.4 |
$867k |
|
84k |
10.34 |
Eaton Vance Tax-Managed Buy-Write Income
(ETB)
|
0.4 |
$860k |
|
63k |
13.65 |
Merck & Co
(MRK)
|
0.4 |
$836k |
|
10k |
82.95 |
Procter & Gamble Company
(PG)
|
0.4 |
$833k |
|
6.0k |
139.02 |
AES Corporation
(AES)
|
0.4 |
$825k |
|
46k |
18.12 |
Spdr Index Shs Fds Glb Nat Resrce
(GNR)
|
0.4 |
$803k |
|
21k |
37.54 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$797k |
|
544.00 |
1465.07 |
Oracle Corporation
(ORCL)
|
0.4 |
$794k |
|
13k |
59.74 |
Facebook Cl A
(META)
|
0.4 |
$794k |
|
3.0k |
261.96 |
BlackRock
|
0.4 |
$781k |
|
1.4k |
563.90 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.4 |
$728k |
|
20k |
36.44 |
American Express Company
(AXP)
|
0.4 |
$720k |
|
7.2k |
100.25 |
Bhp Group Sponsored Ads
(BHP)
|
0.3 |
$688k |
|
13k |
51.68 |
Cisco Systems
(CSCO)
|
0.3 |
$673k |
|
17k |
39.38 |
Newmont Mining Corporation
(NEM)
|
0.3 |
$667k |
|
11k |
63.49 |
Zoetis Cl A
(ZTS)
|
0.3 |
$659k |
|
4.0k |
165.49 |
Epam Systems
(EPAM)
|
0.3 |
$648k |
|
2.0k |
323.35 |
UnitedHealth
(UNH)
|
0.3 |
$636k |
|
2.0k |
311.92 |
Costco Wholesale Corporation
(COST)
|
0.3 |
$630k |
|
1.8k |
355.13 |
Bristol Myers Squibb
(BMY)
|
0.3 |
$617k |
|
10k |
60.27 |
Goldman Sachs Etf Tr Aces Ultra Shr
(GSST)
|
0.3 |
$604k |
|
12k |
50.78 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.3 |
$596k |
|
4.6k |
129.62 |
Hyrecar
(HYREQ)
|
0.3 |
$592k |
|
188k |
3.15 |
Amgen
(AMGN)
|
0.3 |
$590k |
|
2.3k |
254.09 |
Philip Morris International
(PM)
|
0.3 |
$589k |
|
7.9k |
75.03 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.3 |
$581k |
|
4.5k |
128.68 |
Wells Fargo & Company
(WFC)
|
0.3 |
$568k |
|
24k |
23.52 |
stock
|
0.3 |
$566k |
|
3.0k |
188.29 |
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.3 |
$562k |
|
11k |
50.70 |
Barrick Gold Corp
(GOLD)
|
0.3 |
$550k |
|
20k |
28.11 |
Astrazeneca Sponsored Adr
(AZN)
|
0.3 |
$550k |
|
10k |
54.78 |
Charles Schwab Corporation
(SCHW)
|
0.3 |
$546k |
|
15k |
36.21 |
Ross Stores
(ROST)
|
0.3 |
$529k |
|
5.7k |
93.30 |
Visa Com Cl A
(V)
|
0.2 |
$497k |
|
2.5k |
200.08 |
Intel Corporation
(INTC)
|
0.2 |
$497k |
|
9.6k |
51.83 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.2 |
$487k |
|
8.3k |
59.03 |
Verizon Communications
(VZ)
|
0.2 |
$472k |
|
7.9k |
59.48 |
Cameco Corporation
(CCJ)
|
0.2 |
$469k |
|
46k |
10.11 |
salesforce
(CRM)
|
0.2 |
$465k |
|
1.8k |
251.49 |
Home Depot
(HD)
|
0.2 |
$464k |
|
1.7k |
277.51 |
First Republic Bank/san F
(FRCB)
|
0.2 |
$458k |
|
4.2k |
109.00 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.2 |
$454k |
|
3.8k |
117.98 |
Invesco Exchange Traded Fd T S&p500 Pur Gwt
(RPG)
|
0.2 |
$450k |
|
3.2k |
141.55 |
Novartis Sponsored Adr
(NVS)
|
0.2 |
$440k |
|
5.1k |
87.04 |
SYSCO Corporation
(SYY)
|
0.2 |
$436k |
|
7.0k |
62.18 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.2 |
$434k |
|
2.0k |
217.00 |
Hewlett Packard Enterprise
(HPE)
|
0.2 |
$429k |
|
46k |
9.37 |
Qualcomm
(QCOM)
|
0.2 |
$414k |
|
3.5k |
117.78 |
Cyrusone
|
0.2 |
$398k |
|
5.7k |
70.07 |
Ishares Tr Ultr Sh Trm Bd
(ICSH)
|
0.2 |
$390k |
|
7.7k |
50.59 |
American Centy Etf Tr Intl Smcp Vlu
(AVDV)
|
0.2 |
$389k |
|
8.2k |
47.25 |
Goldman Sachs Etf Tr Acces Treasury
(GBIL)
|
0.2 |
$389k |
|
3.9k |
100.52 |
Sap Se Spon Adr
(SAP)
|
0.2 |
$386k |
|
2.5k |
155.77 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$380k |
|
1.8k |
212.77 |
Kkr & Co
(KKR)
|
0.2 |
$359k |
|
11k |
34.34 |
American Centy Etf Tr Avantis Emgmkt
(AVEM)
|
0.2 |
$352k |
|
6.8k |
51.72 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.2 |
$351k |
|
8.6k |
40.94 |
Broadcom
(AVGO)
|
0.2 |
$348k |
|
956.00 |
364.02 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.2 |
$333k |
|
903.00 |
368.77 |
Abbott Laboratories
(ABT)
|
0.2 |
$332k |
|
3.1k |
108.75 |
Toyota Motor Corp Sp Adr Rep2com
(TM)
|
0.2 |
$330k |
|
2.5k |
132.32 |
Sanofi Sponsored Adr
(SNY)
|
0.2 |
$320k |
|
6.4k |
50.20 |
Medtronic SHS
(MDT)
|
0.2 |
$315k |
|
3.0k |
103.82 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$314k |
|
581.00 |
540.45 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$311k |
|
1.7k |
185.12 |
Novo-nordisk A S Adr
(NVO)
|
0.2 |
$308k |
|
4.4k |
69.49 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.2 |
$308k |
|
1.1k |
272.08 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$305k |
|
902.00 |
338.14 |
Aercap Holdings Nv SHS
(AER)
|
0.1 |
$302k |
|
12k |
25.18 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$295k |
|
668.00 |
441.62 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$292k |
|
2.0k |
148.22 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$291k |
|
4.3k |
68.33 |
Wal-Mart Stores
(WMT)
|
0.1 |
$289k |
|
2.1k |
139.82 |
Illumina
(ILMN)
|
0.1 |
$287k |
|
929.00 |
308.93 |
Workiva Com Cl A
(WK)
|
0.1 |
$279k |
|
5.0k |
55.80 |
Twitter
|
0.1 |
$279k |
|
6.3k |
44.50 |
Pfizer
(PFE)
|
0.1 |
$273k |
|
7.5k |
36.63 |
Union Pacific Corporation
(UNP)
|
0.1 |
$267k |
|
1.4k |
197.05 |
Paypal Holdings
(PYPL)
|
0.1 |
$266k |
|
1.3k |
197.18 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$261k |
|
533.00 |
489.68 |
Autodesk
(ADSK)
|
0.1 |
$261k |
|
1.1k |
230.77 |
Disney Walt Com Disney
(DIS)
|
0.1 |
$253k |
|
2.0k |
123.90 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$252k |
|
3.6k |
70.12 |
BP Sponsored Adr
(BP)
|
0.1 |
$245k |
|
14k |
17.50 |
Sony Corp Sponsored Adr
(SONY)
|
0.1 |
$239k |
|
3.1k |
76.65 |
Starbucks Corporation
(SBUX)
|
0.1 |
$234k |
|
2.7k |
85.81 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.1 |
$232k |
|
2.9k |
78.88 |
At&t
(T)
|
0.1 |
$230k |
|
8.1k |
28.48 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.1 |
$227k |
|
5.2k |
44.08 |
Abbvie
(ABBV)
|
0.1 |
$224k |
|
2.6k |
87.60 |
Biogen Idec
(BIIB)
|
0.1 |
$222k |
|
784.00 |
283.16 |
Danaher Corporation
(DHR)
|
0.1 |
$220k |
|
1.0k |
215.69 |
Carnival Corp Unit 99/99/9999
(CCL)
|
0.1 |
$218k |
|
14k |
15.20 |
McDonald's Corporation
(MCD)
|
0.1 |
$215k |
|
980.00 |
219.39 |
Glaxosmithkline Sponsored Adr
|
0.1 |
$214k |
|
5.7k |
37.59 |
Wisdomtree Tr Us High Dividend
(DHS)
|
0.1 |
$210k |
|
3.4k |
62.50 |
Diageo Spon Adr New
(DEO)
|
0.1 |
$209k |
|
1.5k |
137.86 |
Pepsi
(PEP)
|
0.1 |
$208k |
|
1.5k |
138.76 |
Duke Energy Corp Com New
(DUK)
|
0.1 |
$203k |
|
2.3k |
88.76 |
British Amern Tob Sponsored Adr
(BTI)
|
0.1 |
$203k |
|
5.6k |
36.06 |
Phillips 66
(PSX)
|
0.1 |
$202k |
|
3.9k |
51.95 |
Chevron Corporation
(CVX)
|
0.1 |
$200k |
|
2.8k |
71.84 |
Booking Holdings
(BKNG)
|
0.1 |
$200k |
|
117.00 |
1709.40 |
Bloom Energy Corp Com Cl A
(BE)
|
0.1 |
$186k |
|
10k |
17.98 |
Sumitomo Mitsui Finl Group I Sponsored Adr
(SMFG)
|
0.1 |
$183k |
|
33k |
5.59 |
Westpac Banking Corp Sponsored Adr
|
0.1 |
$163k |
|
14k |
12.01 |
Spdr Gold Tr Gold Shs Call Option
(GLD)
|
0.1 |
$151k |
|
3.9k |
38.80 |
Mitsubishi Ufj Finl Group In Sponsored Ads
(MUFG)
|
0.1 |
$145k |
|
36k |
4.01 |
Ubs Group SHS
(UBS)
|
0.1 |
$131k |
|
12k |
11.15 |
Mizuho Financial Group Sponsored Adr
(MFG)
|
0.1 |
$117k |
|
46k |
2.54 |
Cleveland-cliffs
(CLF)
|
0.0 |
$100k |
|
16k |
6.40 |
Tesla Motors Put Option
(TSLA)
|
0.0 |
$93k |
|
10k |
9.33 |
Ing Groep Sponsored Adr
(ING)
|
0.0 |
$91k |
|
13k |
7.04 |
Nomura Hldgs Sponsored Adr
(NMR)
|
0.0 |
$87k |
|
19k |
4.61 |
Barclays Adr
(BCS)
|
0.0 |
$74k |
|
15k |
4.98 |
General Electric Company
|
0.0 |
$73k |
|
12k |
6.23 |
Banco Bilbao Vizcaya Argenta Sponsored Adr
(BBVA)
|
0.0 |
$58k |
|
21k |
2.73 |
Banco Santander Adr
(SAN)
|
0.0 |
$57k |
|
31k |
1.85 |
Aegon N V Ny Registry Shs
|
0.0 |
$50k |
|
20k |
2.55 |
Southwestern Energy Company
|
0.0 |
$45k |
|
19k |
2.36 |
Telefonica S A Sponsored Adr
(TEF)
|
0.0 |
$36k |
|
11k |
3.43 |
New York Mtg Tr Com Par $.02
|
0.0 |
$27k |
|
11k |
2.50 |