Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
15.7 |
$276M |
|
731k |
377.25 |
Ishares Tr Msci Eafe Etf
(EFA)
|
8.9 |
$156M |
|
2.5M |
62.49 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
7.5 |
$132M |
|
379k |
346.88 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
6.0 |
$106M |
|
1.6M |
66.88 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
6.0 |
$105M |
|
2.5M |
41.65 |
Ishares Tr Russell 2000 Etf
(IWM)
|
5.3 |
$92M |
|
546k |
169.36 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
4.4 |
$78M |
|
344k |
226.23 |
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
3.2 |
$56M |
|
804k |
70.16 |
Pimco Etf Tr Inter Mun Bd Act
(MUNI)
|
3.2 |
$56M |
|
1.1M |
51.48 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
2.3 |
$40M |
|
379k |
104.67 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
2.0 |
$36M |
|
394k |
91.11 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.7 |
$31M |
|
80k |
379.15 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
1.6 |
$29M |
|
372k |
77.65 |
Apple
(AAPL)
|
1.2 |
$22M |
|
161k |
136.72 |
Vanguard Tax-managed Intl Van Ftse Dev Mkt
(VEA)
|
1.2 |
$22M |
|
536k |
40.80 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
1.1 |
$20M |
|
193k |
101.68 |
Microsoft Corporation
(MSFT)
|
1.0 |
$17M |
|
66k |
256.83 |
Ishares Tr National Mun Etf
(MUB)
|
0.9 |
$17M |
|
157k |
106.36 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.9 |
$16M |
|
7.1k |
2179.36 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.8 |
$15M |
|
76k |
197.03 |
Ishares Tr Blackrock Ultra
(ICSH)
|
0.8 |
$15M |
|
290k |
50.04 |
Visa Com Cl A
(V)
|
0.8 |
$14M |
|
70k |
196.89 |
Amazon
(AMZN)
|
0.7 |
$13M |
|
117k |
106.21 |
Waste Management
(WM)
|
0.7 |
$12M |
|
76k |
152.98 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.7 |
$12M |
|
229k |
50.09 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.6 |
$11M |
|
128k |
85.32 |
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$11M |
|
93k |
112.61 |
Johnson & Johnson
(JNJ)
|
0.6 |
$10M |
|
57k |
177.51 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.5 |
$9.5M |
|
54k |
176.11 |
Cme
(CME)
|
0.5 |
$9.4M |
|
46k |
204.70 |
Chevron Corporation
(CVX)
|
0.5 |
$9.2M |
|
63k |
144.79 |
Booking Holdings
(BKNG)
|
0.5 |
$8.5M |
|
4.9k |
1748.97 |
Chubb
(CB)
|
0.5 |
$8.1M |
|
41k |
196.57 |
Danaher Corporation
(DHR)
|
0.5 |
$8.1M |
|
32k |
253.51 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.5 |
$8.0M |
|
163k |
49.26 |
Procter & Gamble Company
(PG)
|
0.5 |
$8.0M |
|
56k |
143.79 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.4 |
$7.9M |
|
94k |
83.90 |
United Parcel Service CL B
(UPS)
|
0.4 |
$7.6M |
|
42k |
182.54 |
Abbott Laboratories
(ABT)
|
0.4 |
$7.5M |
|
69k |
108.65 |
CVS Caremark Corporation
(CVS)
|
0.4 |
$7.2M |
|
78k |
92.67 |
salesforce
(CRM)
|
0.4 |
$6.9M |
|
42k |
165.05 |
Ishares Tr Msci Ac Asia Etf
(AAXJ)
|
0.4 |
$6.7M |
|
97k |
69.20 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.4 |
$6.7M |
|
211k |
31.50 |
NVIDIA Corporation
(NVDA)
|
0.4 |
$6.6M |
|
44k |
151.58 |
Mondelez Intl Cl A
(MDLZ)
|
0.4 |
$6.6M |
|
107k |
62.09 |
Parker-Hannifin Corporation
(PH)
|
0.4 |
$6.6M |
|
27k |
246.03 |
Honeywell International
(HON)
|
0.4 |
$6.4M |
|
37k |
173.81 |
Ecolab
(ECL)
|
0.4 |
$6.2M |
|
41k |
153.77 |
TJX Companies
(TJX)
|
0.4 |
$6.2M |
|
111k |
55.85 |
Sherwin-Williams Company
(SHW)
|
0.3 |
$6.1M |
|
27k |
223.90 |
BlackRock
(BLK)
|
0.3 |
$6.0M |
|
9.9k |
609.02 |
Hershey Company
(HSY)
|
0.3 |
$6.0M |
|
28k |
215.17 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.3 |
$5.9M |
|
30k |
196.96 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.3 |
$5.9M |
|
94k |
62.76 |
Stryker Corporation
(SYK)
|
0.3 |
$5.6M |
|
28k |
198.93 |
Boeing Company
(BA)
|
0.3 |
$5.4M |
|
40k |
136.73 |
Walt Disney Company
(DIS)
|
0.3 |
$5.4M |
|
57k |
94.40 |
Intel Corporation
(INTC)
|
0.3 |
$5.4M |
|
144k |
37.41 |
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
0.3 |
$5.4M |
|
161k |
33.38 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.3 |
$4.9M |
|
12k |
413.53 |
SYSCO Corporation
(SYY)
|
0.3 |
$4.8M |
|
57k |
84.71 |
Tesla Motors
(TSLA)
|
0.3 |
$4.6M |
|
6.9k |
673.45 |
Meta Platforms Cl A
(META)
|
0.3 |
$4.6M |
|
28k |
161.27 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.3 |
$4.4M |
|
99k |
45.00 |
Zoetis Cl A
(ZTS)
|
0.2 |
$4.2M |
|
25k |
171.87 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$4.2M |
|
22k |
188.60 |
American Tower Reit
(AMT)
|
0.2 |
$4.1M |
|
16k |
255.57 |
Keysight Technologies
(KEYS)
|
0.2 |
$3.9M |
|
28k |
137.85 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$3.8M |
|
94k |
40.10 |
Constellation Brands Cl A
(STZ)
|
0.2 |
$3.5M |
|
15k |
233.09 |
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
0.2 |
$3.3M |
|
173k |
19.05 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.2 |
$3.3M |
|
101k |
32.31 |
Cheniere Energy Com New
(LNG)
|
0.2 |
$3.2M |
|
24k |
133.01 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.2 |
$3.1M |
|
76k |
40.75 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.2 |
$2.8M |
|
13k |
217.42 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$2.7M |
|
13k |
207.78 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$2.6M |
|
83k |
31.45 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$2.5M |
|
56k |
44.66 |
Pimco Etf Tr Active Bd Etf
(BOND)
|
0.1 |
$2.3M |
|
24k |
95.25 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$2.3M |
|
8.2k |
277.63 |
Dollar General
(DG)
|
0.1 |
$2.1M |
|
8.4k |
245.41 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$2.1M |
|
4.3k |
479.22 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$2.0M |
|
15k |
128.26 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$1.9M |
|
859.00 |
2187.43 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.1 |
$1.8M |
|
21k |
83.89 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.1 |
$1.7M |
|
34k |
50.55 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$1.7M |
|
7.8k |
222.90 |
Ishares Tr Mbs Etf
(MBB)
|
0.1 |
$1.7M |
|
17k |
97.52 |
UnitedHealth
(UNH)
|
0.1 |
$1.6M |
|
3.2k |
513.56 |
Home Depot
(HD)
|
0.1 |
$1.6M |
|
5.9k |
274.29 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.1 |
$1.4M |
|
6.9k |
206.34 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$1.4M |
|
8.2k |
168.48 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$1.3M |
|
10k |
127.11 |
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$1.2M |
|
9.3k |
131.83 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$1.2M |
|
8.2k |
143.52 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$1.2M |
|
23k |
49.94 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.1 |
$1.1M |
|
6.2k |
172.55 |
Cisco Systems
(CSCO)
|
0.1 |
$1.0M |
|
24k |
42.64 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$1.0M |
|
3.7k |
272.97 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$974k |
|
11k |
85.68 |
Abbvie
(ABBV)
|
0.1 |
$958k |
|
6.3k |
153.08 |
Progressive Corporation
(PGR)
|
0.1 |
$912k |
|
7.8k |
116.25 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.0 |
$784k |
|
31k |
25.37 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.0 |
$716k |
|
16k |
44.18 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.0 |
$686k |
|
22k |
31.22 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.0 |
$636k |
|
3.7k |
172.36 |
Fiserv
(FI)
|
0.0 |
$623k |
|
7.0k |
88.96 |
Coupa Software
|
0.0 |
$618k |
|
11k |
57.12 |
Spdr Ser Tr S&p 600 Sml Cap
|
0.0 |
$608k |
|
7.6k |
80.06 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.0 |
$534k |
|
2.4k |
218.85 |
Oracle Corporation
(ORCL)
|
0.0 |
$529k |
|
7.6k |
69.93 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$528k |
|
3.6k |
144.94 |
McDonald's Corporation
(MCD)
|
0.0 |
$526k |
|
2.1k |
246.83 |
Pepsi
(PEP)
|
0.0 |
$520k |
|
3.1k |
166.67 |
AFLAC Incorporated
(AFL)
|
0.0 |
$502k |
|
9.1k |
55.34 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$499k |
|
5.2k |
96.17 |
Union Pacific Corporation
(UNP)
|
0.0 |
$499k |
|
2.3k |
213.25 |
Expensify Com Cl A
(EXFY)
|
0.0 |
$484k |
|
27k |
17.80 |
Intuit
(INTU)
|
0.0 |
$476k |
|
1.2k |
385.74 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.0 |
$443k |
|
7.5k |
58.89 |
International Business Machines
(IBM)
|
0.0 |
$429k |
|
3.0k |
141.26 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.0 |
$405k |
|
10k |
40.23 |
Charles Schwab Corporation
(SCHW)
|
0.0 |
$402k |
|
6.4k |
63.14 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.0 |
$395k |
|
18k |
22.18 |
Ishares Tr Intrm Gov Cr Etf
(GVI)
|
0.0 |
$391k |
|
3.7k |
105.59 |
Pfizer
(PFE)
|
0.0 |
$378k |
|
7.2k |
52.38 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.0 |
$371k |
|
16k |
23.31 |
Merck & Co
(MRK)
|
0.0 |
$369k |
|
4.0k |
91.18 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$336k |
|
4.4k |
77.05 |
Arista Networks
(ANET)
|
0.0 |
$319k |
|
3.4k |
93.82 |
Lowe's Companies
(LOW)
|
0.0 |
$313k |
|
1.8k |
174.96 |
Automatic Data Processing
(ADP)
|
0.0 |
$302k |
|
1.4k |
209.72 |
Wells Fargo & Company
(WFC)
|
0.0 |
$302k |
|
7.7k |
39.16 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$301k |
|
1.1k |
280.78 |
Five9
(FIVN)
|
0.0 |
$294k |
|
3.2k |
91.19 |
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$278k |
|
880.00 |
315.91 |
Soundhound Ai Class A Com
(SOUN)
|
0.0 |
$278k |
|
104k |
2.68 |
Adobe Systems Incorporated
(ADBE)
|
0.0 |
$275k |
|
752.00 |
365.69 |
Ishares Core Msci Emkt
(IEMG)
|
0.0 |
$263k |
|
5.4k |
49.11 |
First Tr Lrge Cp Core Alpha Com Shs
(FEX)
|
0.0 |
$263k |
|
3.5k |
75.95 |
Jacobs Engineering
|
0.0 |
$260k |
|
2.0k |
127.33 |
Uber Technologies
(UBER)
|
0.0 |
$251k |
|
12k |
20.42 |
Linde SHS
|
0.0 |
$247k |
|
860.00 |
287.21 |
Philip Morris International
(PM)
|
0.0 |
$246k |
|
2.5k |
98.91 |
Hologic
(HOLX)
|
0.0 |
$243k |
|
3.5k |
69.25 |
Realty Income
(O)
|
0.0 |
$238k |
|
3.5k |
68.35 |
Verizon Communications
(VZ)
|
0.0 |
$228k |
|
4.5k |
50.80 |
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
0.0 |
$227k |
|
2.8k |
80.73 |
Texas Instruments Incorporated
(TXN)
|
0.0 |
$226k |
|
1.5k |
153.53 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.0 |
$224k |
|
4.5k |
49.84 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$220k |
|
1.6k |
136.48 |
Moody's Corporation
(MCO)
|
0.0 |
$209k |
|
769.00 |
271.78 |
Terran Orbital Corporation
(LLAP)
|
0.0 |
$183k |
|
40k |
4.58 |
Atreca Cl A Com
(BCEL)
|
0.0 |
$22k |
|
13k |
1.76 |