Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
13.8 |
$245M |
|
640k |
382.43 |
Ishares Tr Msci Eafe Etf
(EFA)
|
9.9 |
$175M |
|
2.7M |
65.64 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
7.1 |
$126M |
|
359k |
351.34 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
6.0 |
$107M |
|
442k |
241.89 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
5.9 |
$104M |
|
1.5M |
70.63 |
Ishares Tr Russell 2000 Etf
(IWM)
|
5.8 |
$102M |
|
587k |
174.36 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
5.1 |
$91M |
|
2.3M |
38.98 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
3.5 |
$62M |
|
597k |
104.27 |
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
2.6 |
$45M |
|
733k |
61.62 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.5 |
$44M |
|
455k |
96.99 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
2.1 |
$38M |
|
460k |
82.48 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.8 |
$31M |
|
81k |
384.21 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
1.6 |
$29M |
|
386k |
74.32 |
Apple
(AAPL)
|
1.2 |
$21M |
|
161k |
129.93 |
Ishares Tr Blackrock Ultra
(ICSH)
|
1.1 |
$20M |
|
405k |
50.04 |
Microsoft Corporation
(MSFT)
|
0.9 |
$16M |
|
66k |
239.82 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.9 |
$16M |
|
312k |
50.13 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.8 |
$15M |
|
354k |
41.97 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.8 |
$15M |
|
256k |
57.82 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.8 |
$14M |
|
378k |
37.90 |
Visa Com Cl A
(V)
|
0.8 |
$14M |
|
67k |
207.76 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$13M |
|
94k |
134.10 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.7 |
$12M |
|
252k |
49.27 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.7 |
$12M |
|
139k |
88.23 |
Waste Management
(WM)
|
0.6 |
$11M |
|
72k |
156.88 |
Ishares Tr National Mun Etf
(MUB)
|
0.6 |
$11M |
|
104k |
105.52 |
Chevron Corporation
(CVX)
|
0.6 |
$11M |
|
61k |
179.49 |
Johnson & Johnson
(JNJ)
|
0.6 |
$10M |
|
57k |
176.65 |
Amazon
(AMZN)
|
0.6 |
$10M |
|
119k |
84.00 |
Booking Holdings
(BKNG)
|
0.5 |
$9.5M |
|
4.7k |
2015.28 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.5 |
$9.3M |
|
283k |
32.88 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.5 |
$9.3M |
|
46k |
200.54 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.5 |
$9.1M |
|
107k |
84.75 |
Chubb
(CB)
|
0.5 |
$8.8M |
|
40k |
220.60 |
Abbott Laboratories
(ABT)
|
0.5 |
$8.6M |
|
78k |
109.79 |
TJX Companies
(TJX)
|
0.5 |
$8.6M |
|
108k |
79.60 |
Procter & Gamble Company
(PG)
|
0.5 |
$8.4M |
|
55k |
151.56 |
Danaher Corporation
(DHR)
|
0.5 |
$8.2M |
|
31k |
265.42 |
Honeywell International
(HON)
|
0.4 |
$7.8M |
|
37k |
214.30 |
Parker-Hannifin Corporation
(PH)
|
0.4 |
$7.6M |
|
26k |
290.99 |
Cme
(CME)
|
0.4 |
$7.6M |
|
45k |
168.16 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.4 |
$7.4M |
|
112k |
65.74 |
Adobe Systems Incorporated
(ADBE)
|
0.4 |
$7.3M |
|
22k |
336.53 |
Boeing Company
(BA)
|
0.4 |
$7.2M |
|
38k |
190.49 |
United Parcel Service CL B
(UPS)
|
0.4 |
$7.2M |
|
42k |
173.84 |
BlackRock
(BLK)
|
0.4 |
$7.0M |
|
9.9k |
708.64 |
Mondelez Intl Cl A
(MDLZ)
|
0.4 |
$7.0M |
|
104k |
66.65 |
CVS Caremark Corporation
(CVS)
|
0.4 |
$7.0M |
|
75k |
93.19 |
NVIDIA Corporation
(NVDA)
|
0.4 |
$6.9M |
|
48k |
146.14 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$6.6M |
|
32k |
203.81 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$6.5M |
|
36k |
183.54 |
Stryker Corporation
(SYK)
|
0.4 |
$6.4M |
|
26k |
244.49 |
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
0.4 |
$6.4M |
|
187k |
34.24 |
Ishares Tr Msci Ac Asia Etf
(AAXJ)
|
0.4 |
$6.3M |
|
97k |
64.79 |
Hershey Company
(HSY)
|
0.3 |
$6.0M |
|
26k |
231.57 |
Ecolab
(ECL)
|
0.3 |
$5.8M |
|
40k |
145.56 |
salesforce
(CRM)
|
0.3 |
$5.5M |
|
41k |
132.59 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.3 |
$5.3M |
|
12k |
442.81 |
Walt Disney Company
(DIS)
|
0.3 |
$5.1M |
|
58k |
86.88 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.3 |
$4.8M |
|
48k |
99.56 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.3 |
$4.6M |
|
102k |
45.50 |
Keysight Technologies
(KEYS)
|
0.3 |
$4.6M |
|
27k |
171.07 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$4.3M |
|
22k |
191.19 |
SYSCO Corporation
(SYY)
|
0.2 |
$4.1M |
|
54k |
76.45 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.2 |
$4.0M |
|
134k |
30.07 |
Intel Corporation
(INTC)
|
0.2 |
$3.5M |
|
134k |
26.43 |
Cheniere Energy Com New
(LNG)
|
0.2 |
$3.5M |
|
23k |
149.96 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$3.4M |
|
16k |
210.52 |
Constellation Brands Cl A
(STZ)
|
0.2 |
$3.4M |
|
15k |
231.75 |
Vanguard Index Fds Value Etf
(VTV)
|
0.2 |
$3.3M |
|
23k |
140.37 |
American Tower Reit
(AMT)
|
0.2 |
$3.2M |
|
15k |
211.86 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.2 |
$3.2M |
|
77k |
41.61 |
Meta Platforms Cl A
(META)
|
0.2 |
$3.2M |
|
27k |
120.34 |
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
0.2 |
$3.2M |
|
159k |
19.85 |
Zoetis Cl A
(ZTS)
|
0.2 |
$3.0M |
|
21k |
146.55 |
Abbvie
(ABBV)
|
0.2 |
$3.0M |
|
19k |
161.61 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.2 |
$2.9M |
|
127k |
23.17 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.2 |
$2.7M |
|
12k |
220.68 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$2.5M |
|
56k |
45.15 |
Tesla Motors
(TSLA)
|
0.1 |
$2.5M |
|
21k |
123.18 |
Pimco Etf Tr Inter Mun Bd Act
(MUNI)
|
0.1 |
$2.2M |
|
44k |
51.38 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$2.2M |
|
8.1k |
266.84 |
Dollar General
(DG)
|
0.1 |
$2.1M |
|
8.5k |
246.25 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$2.1M |
|
64k |
32.21 |
Home Depot
(HD)
|
0.1 |
$2.0M |
|
6.4k |
315.84 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$2.0M |
|
15k |
135.85 |
Pimco Etf Tr Active Bd Etf
(BOND)
|
0.1 |
$2.0M |
|
22k |
90.48 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$1.9M |
|
4.1k |
456.52 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.1 |
$1.8M |
|
21k |
84.88 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$1.7M |
|
7.8k |
213.11 |
UnitedHealth
(UNH)
|
0.1 |
$1.6M |
|
3.0k |
530.17 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$1.5M |
|
17k |
88.73 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.1 |
$1.5M |
|
6.9k |
214.52 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.1 |
$1.4M |
|
41k |
34.18 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.1 |
$1.4M |
|
16k |
84.59 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$1.3M |
|
4.1k |
308.90 |
Cisco Systems
(CSCO)
|
0.1 |
$1.1M |
|
23k |
47.64 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$1.1M |
|
8.7k |
124.44 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$1.1M |
|
7.1k |
151.86 |
Progressive Corporation
(PGR)
|
0.1 |
$1.0M |
|
7.8k |
129.71 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$996k |
|
20k |
50.14 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.1 |
$927k |
|
5.4k |
170.57 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.1 |
$888k |
|
18k |
49.82 |
Robinhood Mkts Com Cl A
(HOOD)
|
0.0 |
$800k |
|
98k |
8.14 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.0 |
$731k |
|
31k |
23.67 |
Hercules Technology Growth Capital
(HTGC)
|
0.0 |
$719k |
|
54k |
13.22 |
Exxon Mobil Corporation
(XOM)
|
0.0 |
$713k |
|
6.5k |
110.30 |
Fiserv
(FI)
|
0.0 |
$706k |
|
7.0k |
101.07 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.0 |
$692k |
|
22k |
31.47 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$689k |
|
4.5k |
151.66 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.0 |
$647k |
|
14k |
46.74 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.0 |
$643k |
|
3.7k |
174.20 |
Coupa Software
|
0.0 |
$619k |
|
7.8k |
79.17 |
McDonald's Corporation
(MCD)
|
0.0 |
$603k |
|
2.3k |
263.50 |
Pepsi
(PEP)
|
0.0 |
$586k |
|
3.2k |
180.66 |
AFLAC Incorporated
(AFL)
|
0.0 |
$581k |
|
8.1k |
71.94 |
Union Pacific Corporation
(UNP)
|
0.0 |
$579k |
|
2.8k |
207.05 |
Ishares Tr U.s. Real Es Etf
(IYR)
|
0.0 |
$577k |
|
6.9k |
84.19 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.0 |
$557k |
|
2.6k |
214.24 |
Oracle Corporation
(ORCL)
|
0.0 |
$542k |
|
6.6k |
81.74 |
Automatic Data Processing
(ADP)
|
0.0 |
$536k |
|
2.2k |
238.86 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$513k |
|
3.0k |
169.64 |
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$496k |
|
1.4k |
347.80 |
Spdr Ser Tr S&p 600 Sml Cap
|
0.0 |
$496k |
|
6.0k |
82.21 |
Charles Schwab Corporation
(SCHW)
|
0.0 |
$484k |
|
5.8k |
83.26 |
Intuit
(INTU)
|
0.0 |
$475k |
|
1.2k |
389.22 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$448k |
|
4.4k |
100.92 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.0 |
$443k |
|
10k |
43.95 |
Coca-Cola Company
(KO)
|
0.0 |
$433k |
|
6.8k |
63.61 |
Merck & Co
(MRK)
|
0.0 |
$432k |
|
3.9k |
110.95 |
Nushares Etf Tr Nuveen Esg Intl
(NUDM)
|
0.0 |
$419k |
|
16k |
25.80 |
Pfizer
(PFE)
|
0.0 |
$417k |
|
8.1k |
51.24 |
Arista Networks
(ANET)
|
0.0 |
$409k |
|
3.4k |
121.35 |
Nushares Etf Tr Nuveen Esg Emrgn
(NUEM)
|
0.0 |
$387k |
|
15k |
25.44 |
International Business Machines
(IBM)
|
0.0 |
$380k |
|
2.7k |
140.89 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.0 |
$371k |
|
15k |
24.28 |
Starbucks Corporation
(SBUX)
|
0.0 |
$358k |
|
3.6k |
99.21 |
Lowe's Companies
(LOW)
|
0.0 |
$343k |
|
1.7k |
199.24 |
Uber Technologies
(UBER)
|
0.0 |
$303k |
|
12k |
24.73 |
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
0.0 |
$300k |
|
3.6k |
82.33 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$296k |
|
4.1k |
71.95 |
Linde SHS
|
0.0 |
$290k |
|
889.00 |
326.18 |
Wells Fargo & Company
(WFC)
|
0.0 |
$277k |
|
6.7k |
41.29 |
First Tr Lrge Cp Core Alpha Com Shs
(FEX)
|
0.0 |
$277k |
|
3.5k |
80.07 |
Texas Instruments Incorporated
(TXN)
|
0.0 |
$256k |
|
1.6k |
165.22 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$252k |
|
946.00 |
266.40 |
Verizon Communications
(VZ)
|
0.0 |
$249k |
|
6.3k |
39.40 |
Jacobs Engineering Group
(J)
|
0.0 |
$245k |
|
2.0k |
120.07 |
Expensify Com Cl A
(EXFY)
|
0.0 |
$240k |
|
27k |
8.83 |
Shopify Cl A
(SHOP)
|
0.0 |
$226k |
|
6.5k |
34.71 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$224k |
|
1.6k |
138.70 |
Realty Income
(O)
|
0.0 |
$221k |
|
3.5k |
63.43 |
Five9
(FIVN)
|
0.0 |
$219k |
|
3.2k |
67.86 |
Nike CL B
(NKE)
|
0.0 |
$208k |
|
1.8k |
116.98 |
Hologic
(HOLX)
|
0.0 |
$205k |
|
2.7k |
74.81 |
ConocoPhillips
(COP)
|
0.0 |
$204k |
|
1.7k |
117.98 |
Soundhound Ai Class A Com
(SOUN)
|
0.0 |
$130k |
|
74k |
1.77 |
Nuveen Multi-Strategy Income & Growth
(JPC)
|
0.0 |
$124k |
|
17k |
7.28 |
Palantir Technologies Cl A
(PLTR)
|
0.0 |
$68k |
|
11k |
6.42 |
Atreca Cl A Com
(BCEL)
|
0.0 |
$10k |
|
13k |
0.80 |