Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
16.1 |
$257M |
|
718k |
357.18 |
Ishares Tr Msci Eafe Etf
(EFA)
|
9.6 |
$153M |
|
2.7M |
56.01 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
7.9 |
$126M |
|
383k |
328.30 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
6.1 |
$96M |
|
1.5M |
62.61 |
Ishares Tr Russell 2000 Etf
(IWM)
|
6.0 |
$96M |
|
580k |
164.92 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
5.8 |
$91M |
|
2.5M |
36.49 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
4.6 |
$73M |
|
334k |
219.26 |
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
3.2 |
$50M |
|
798k |
62.94 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
2.5 |
$40M |
|
392k |
102.66 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.1 |
$33M |
|
340k |
96.34 |
Ishares Tr Core S&p500 Etf
(IVV)
|
2.0 |
$32M |
|
88k |
358.65 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
2.0 |
$31M |
|
388k |
80.17 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
1.8 |
$29M |
|
396k |
73.48 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.6 |
$25M |
|
260k |
95.65 |
Apple
(AAPL)
|
1.4 |
$22M |
|
157k |
138.20 |
Ishares Tr Blackrock Ultra
(ICSH)
|
1.0 |
$16M |
|
319k |
50.01 |
Microsoft Corporation
(MSFT)
|
1.0 |
$15M |
|
65k |
232.91 |
Amazon
(AMZN)
|
0.8 |
$13M |
|
117k |
113.00 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.8 |
$12M |
|
239k |
50.16 |
Visa Com Cl A
(V)
|
0.7 |
$12M |
|
67k |
177.65 |
Waste Management
(WM)
|
0.7 |
$12M |
|
73k |
160.22 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.6 |
$9.8M |
|
102k |
96.15 |
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$9.6M |
|
92k |
104.50 |
Johnson & Johnson
(JNJ)
|
0.6 |
$9.1M |
|
56k |
163.37 |
Chevron Corporation
(CVX)
|
0.6 |
$9.0M |
|
62k |
143.67 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.5 |
$8.6M |
|
108k |
79.41 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.5 |
$8.5M |
|
172k |
49.26 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.5 |
$8.2M |
|
226k |
36.36 |
Danaher Corporation
(DHR)
|
0.5 |
$8.0M |
|
31k |
258.30 |
Cme
(CME)
|
0.5 |
$7.9M |
|
45k |
177.13 |
Booking Holdings
(BKNG)
|
0.5 |
$7.8M |
|
4.7k |
1643.23 |
Chubb
(CB)
|
0.5 |
$7.3M |
|
40k |
181.87 |
CVS Caremark Corporation
(CVS)
|
0.5 |
$7.2M |
|
76k |
95.37 |
Procter & Gamble Company
(PG)
|
0.4 |
$6.9M |
|
55k |
126.25 |
TJX Companies
(TJX)
|
0.4 |
$6.7M |
|
108k |
62.12 |
Abbott Laboratories
(ABT)
|
0.4 |
$6.6M |
|
68k |
96.76 |
United Parcel Service CL B
(UPS)
|
0.4 |
$6.6M |
|
41k |
161.54 |
Parker-Hannifin Corporation
(PH)
|
0.4 |
$6.4M |
|
26k |
242.29 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.4 |
$6.3M |
|
206k |
30.67 |
Ishares Tr National Mun Etf
(MUB)
|
0.4 |
$6.3M |
|
61k |
102.58 |
Honeywell International
(HON)
|
0.4 |
$6.1M |
|
36k |
166.97 |
salesforce
(CRM)
|
0.4 |
$6.0M |
|
42k |
143.85 |
Hershey Company
(HSY)
|
0.4 |
$6.0M |
|
27k |
220.46 |
Adobe Systems Incorporated
(ADBE)
|
0.4 |
$5.9M |
|
22k |
275.19 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$5.8M |
|
31k |
187.97 |
Ecolab
(ECL)
|
0.4 |
$5.8M |
|
40k |
144.41 |
Mondelez Intl Cl A
(MDLZ)
|
0.4 |
$5.7M |
|
104k |
54.83 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$5.6M |
|
33k |
170.92 |
Stryker Corporation
(SYK)
|
0.3 |
$5.5M |
|
27k |
202.54 |
BlackRock
(BLK)
|
0.3 |
$5.4M |
|
9.9k |
550.27 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$5.4M |
|
44k |
121.38 |
Walt Disney Company
(DIS)
|
0.3 |
$5.4M |
|
57k |
94.34 |
Tesla Motors
(TSLA)
|
0.3 |
$5.3M |
|
20k |
265.23 |
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
0.3 |
$5.2M |
|
169k |
30.87 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.3 |
$5.1M |
|
92k |
56.13 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.3 |
$4.8M |
|
12k |
401.67 |
Boeing Company
(BA)
|
0.3 |
$4.7M |
|
39k |
121.09 |
Keysight Technologies
(KEYS)
|
0.3 |
$4.3M |
|
27k |
157.37 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.3 |
$4.1M |
|
102k |
40.01 |
SYSCO Corporation
(SYY)
|
0.2 |
$4.0M |
|
56k |
70.71 |
Cheniere Energy Com New
(LNG)
|
0.2 |
$3.9M |
|
24k |
165.93 |
Meta Platforms Cl A
(META)
|
0.2 |
$3.9M |
|
29k |
135.67 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$3.9M |
|
22k |
179.47 |
Zoetis Cl A
(ZTS)
|
0.2 |
$3.5M |
|
24k |
148.31 |
Intel Corporation
(INTC)
|
0.2 |
$3.5M |
|
137k |
25.77 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$3.5M |
|
99k |
34.88 |
American Tower Reit
(AMT)
|
0.2 |
$3.4M |
|
16k |
214.68 |
Constellation Brands Cl A
(STZ)
|
0.2 |
$3.4M |
|
15k |
229.67 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.2 |
$3.0M |
|
78k |
38.82 |
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
0.2 |
$2.8M |
|
149k |
19.09 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.2 |
$2.6M |
|
13k |
207.02 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$2.6M |
|
13k |
197.33 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.2 |
$2.5M |
|
92k |
27.67 |
Pimco Etf Tr Inter Mun Bd Act
(MUNI)
|
0.1 |
$2.4M |
|
47k |
50.11 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$2.4M |
|
56k |
42.34 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$2.1M |
|
8.2k |
257.25 |
Dollar General
(DG)
|
0.1 |
$2.0M |
|
8.4k |
239.87 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$2.0M |
|
4.1k |
472.15 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$1.9M |
|
15k |
121.10 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$1.8M |
|
64k |
28.13 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$1.7M |
|
7.8k |
214.00 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.1 |
$1.7M |
|
21k |
77.85 |
Home Depot
(HD)
|
0.1 |
$1.6M |
|
5.9k |
275.95 |
UnitedHealth
(UNH)
|
0.1 |
$1.6M |
|
3.2k |
504.87 |
Nushares Etf Tr Nuveen Esg Emrgn
(NUEM)
|
0.1 |
$1.6M |
|
68k |
23.42 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.1 |
$1.5M |
|
32k |
46.44 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.1 |
$1.4M |
|
6.9k |
206.64 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$1.2M |
|
7.8k |
154.63 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$1.2M |
|
10k |
118.82 |
Nushares Etf Tr Nuveen Esg Intl
(NUDM)
|
0.1 |
$1.1M |
|
51k |
22.34 |
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$1.1M |
|
8.9k |
123.51 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$1.1M |
|
8.0k |
135.14 |
Pimco Etf Tr Active Bd Etf
(BOND)
|
0.1 |
$1.0M |
|
12k |
89.68 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$988k |
|
11k |
87.34 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.1 |
$972k |
|
6.0k |
162.46 |
Cisco Systems
(CSCO)
|
0.1 |
$965k |
|
24k |
40.01 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$956k |
|
22k |
44.36 |
Abbvie
(ABBV)
|
0.1 |
$936k |
|
7.0k |
134.17 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$935k |
|
3.5k |
267.07 |
Progressive Corporation
(PGR)
|
0.1 |
$911k |
|
7.8k |
116.24 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.1 |
$863k |
|
27k |
32.07 |
Ishares Tr Msci Ac Asia Etf
(AAXJ)
|
0.0 |
$729k |
|
13k |
58.55 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.0 |
$692k |
|
31k |
22.40 |
Ishares Tr U.s. Real Es Etf
(IYR)
|
0.0 |
$687k |
|
8.4k |
81.37 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.0 |
$677k |
|
3.5k |
195.10 |
Fiserv
(FI)
|
0.0 |
$654k |
|
7.0k |
93.62 |
Spdr Ser Tr S&p 600 Sml Cap
|
0.0 |
$641k |
|
8.5k |
75.71 |
Coupa Software
|
0.0 |
$636k |
|
11k |
58.79 |
Hercules Technology Growth Capital
(HTGC)
|
0.0 |
$629k |
|
54k |
11.57 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.0 |
$610k |
|
22k |
27.76 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.0 |
$604k |
|
3.7k |
163.69 |
Pepsi
(PEP)
|
0.0 |
$521k |
|
3.2k |
163.17 |
AFLAC Incorporated
(AFL)
|
0.0 |
$510k |
|
9.1k |
56.22 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.0 |
$502k |
|
2.4k |
210.39 |
McDonald's Corporation
(MCD)
|
0.0 |
$502k |
|
2.2k |
230.70 |
Union Pacific Corporation
(UNP)
|
0.0 |
$483k |
|
2.5k |
194.92 |
Intuit
(INTU)
|
0.0 |
$474k |
|
1.2k |
387.57 |
Oracle Corporation
(ORCL)
|
0.0 |
$440k |
|
7.2k |
61.04 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.0 |
$436k |
|
7.5k |
57.83 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$435k |
|
5.3k |
81.89 |
Charles Schwab Corporation
(SCHW)
|
0.0 |
$413k |
|
5.7k |
71.85 |
Expensify Com Cl A
(EXFY)
|
0.0 |
$405k |
|
27k |
14.90 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.0 |
$397k |
|
5.0k |
79.43 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$396k |
|
2.9k |
136.18 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.0 |
$392k |
|
10k |
38.94 |
Arista Networks
(ANET)
|
0.0 |
$384k |
|
3.4k |
112.94 |
Pfizer
(PFE)
|
0.0 |
$378k |
|
8.6k |
43.70 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$359k |
|
5.0k |
71.16 |
Merck & Co
(MRK)
|
0.0 |
$355k |
|
4.1k |
86.08 |
International Business Machines
(IBM)
|
0.0 |
$344k |
|
2.9k |
118.66 |
Lowe's Companies
(LOW)
|
0.0 |
$342k |
|
1.8k |
187.71 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.0 |
$340k |
|
15k |
22.23 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.0 |
$334k |
|
17k |
19.74 |
Automatic Data Processing
(ADP)
|
0.0 |
$327k |
|
1.4k |
226.14 |
Uber Technologies
(UBER)
|
0.0 |
$325k |
|
12k |
26.50 |
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
0.0 |
$323k |
|
4.3k |
75.98 |
Verizon Communications
(VZ)
|
0.0 |
$310k |
|
8.2k |
37.97 |
Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
0.0 |
$295k |
|
6.2k |
47.73 |
Wells Fargo & Company
(WFC)
|
0.0 |
$279k |
|
6.9k |
40.25 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.0 |
$274k |
|
12k |
22.79 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$266k |
|
996.00 |
267.07 |
First Tr Lrge Cp Core Alpha Com Shs
(FEX)
|
0.0 |
$250k |
|
3.5k |
72.19 |
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$242k |
|
851.00 |
284.37 |
Five9
(FIVN)
|
0.0 |
$242k |
|
3.2k |
75.06 |
Soundhound Ai Class A Com
(SOUN)
|
0.0 |
$241k |
|
74k |
3.28 |
Texas Instruments Incorporated
(TXN)
|
0.0 |
$223k |
|
1.4k |
154.75 |
Jacobs Engineering Group
(J)
|
0.0 |
$222k |
|
2.0k |
108.72 |
Linde SHS
|
0.0 |
$211k |
|
781.00 |
270.17 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$208k |
|
1.6k |
129.03 |
Realty Income
(O)
|
0.0 |
$203k |
|
3.5k |
58.30 |
Palantir Technologies Cl A
(PLTR)
|
0.0 |
$87k |
|
11k |
8.17 |
Terran Orbital Corporation
(LLAP)
|
0.0 |
$71k |
|
40k |
1.77 |
Atreca Cl A Com
(BCEL)
|
0.0 |
$20k |
|
13k |
1.60 |
Realreal
(REAL)
|
0.0 |
$20k |
|
13k |
1.52 |