Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
14.0 |
$261M |
|
636k |
409.39 |
Ishares Tr Msci Eafe Etf
(EFA)
|
10.2 |
$191M |
|
2.7M |
71.52 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
7.3 |
$135M |
|
360k |
376.07 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
5.9 |
$110M |
|
441k |
250.16 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
5.9 |
$110M |
|
1.5M |
73.78 |
Ishares Tr Russell 2000 Etf
(IWM)
|
5.7 |
$106M |
|
597k |
178.40 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
5.2 |
$97M |
|
2.4M |
40.40 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
3.7 |
$68M |
|
820k |
83.04 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
3.4 |
$63M |
|
599k |
104.68 |
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
2.9 |
$54M |
|
824k |
65.51 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.6 |
$48M |
|
483k |
99.64 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.8 |
$33M |
|
80k |
411.08 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
1.6 |
$30M |
|
391k |
76.74 |
Apple
(AAPL)
|
1.4 |
$27M |
|
162k |
164.90 |
Microsoft Corporation
(MSFT)
|
1.0 |
$19M |
|
66k |
288.30 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.9 |
$17M |
|
160k |
103.73 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.8 |
$16M |
|
270k |
58.54 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.8 |
$15M |
|
337k |
45.17 |
Visa Com Cl A
(V)
|
0.8 |
$15M |
|
66k |
225.46 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.7 |
$14M |
|
341k |
39.46 |
Ishares Tr Blackrock Ultra
(ICSH)
|
0.7 |
$13M |
|
253k |
50.25 |
NVIDIA Corporation
(NVDA)
|
0.7 |
$13M |
|
45k |
277.77 |
Amazon
(AMZN)
|
0.7 |
$12M |
|
120k |
103.29 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$12M |
|
93k |
130.31 |
Booking Holdings
(BKNG)
|
0.6 |
$12M |
|
4.6k |
2652.41 |
Waste Management
(WM)
|
0.6 |
$12M |
|
71k |
163.17 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.5 |
$10M |
|
203k |
50.32 |
Chevron Corporation
(CVX)
|
0.5 |
$9.9M |
|
61k |
163.16 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.5 |
$9.7M |
|
107k |
90.45 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.5 |
$9.7M |
|
284k |
33.99 |
Johnson & Johnson
(JNJ)
|
0.5 |
$8.9M |
|
57k |
155.00 |
Cme
(CME)
|
0.5 |
$8.6M |
|
45k |
191.52 |
Adobe Systems Incorporated
(ADBE)
|
0.4 |
$8.4M |
|
22k |
385.37 |
Procter & Gamble Company
(PG)
|
0.4 |
$8.3M |
|
56k |
148.69 |
Parker-Hannifin Corporation
(PH)
|
0.4 |
$8.2M |
|
24k |
336.10 |
salesforce
(CRM)
|
0.4 |
$8.2M |
|
41k |
199.78 |
TJX Companies
(TJX)
|
0.4 |
$8.1M |
|
104k |
78.36 |
Boeing Company
(BA)
|
0.4 |
$8.1M |
|
38k |
212.43 |
United Parcel Service CL B
(UPS)
|
0.4 |
$8.0M |
|
41k |
193.99 |
Abbott Laboratories
(ABT)
|
0.4 |
$8.0M |
|
79k |
101.26 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.4 |
$7.9M |
|
110k |
71.84 |
Chubb
(CB)
|
0.4 |
$7.8M |
|
40k |
194.18 |
Danaher Corporation
(DHR)
|
0.4 |
$7.7M |
|
30k |
252.04 |
Stryker Corporation
(SYK)
|
0.4 |
$7.6M |
|
27k |
285.47 |
Mondelez Intl Cl A
(MDLZ)
|
0.4 |
$7.3M |
|
105k |
69.72 |
Honeywell International
(HON)
|
0.4 |
$7.0M |
|
37k |
191.12 |
Ecolab
(ECL)
|
0.4 |
$6.6M |
|
40k |
165.53 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$6.6M |
|
31k |
210.92 |
BlackRock
(BLK)
|
0.4 |
$6.5M |
|
9.8k |
669.13 |
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
0.4 |
$6.5M |
|
192k |
34.07 |
Hershey Company
(HSY)
|
0.3 |
$6.4M |
|
25k |
254.41 |
Meta Platforms Cl A
(META)
|
0.3 |
$6.2M |
|
29k |
211.94 |
Walt Disney Company
(DIS)
|
0.3 |
$6.0M |
|
60k |
100.13 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$5.8M |
|
31k |
189.56 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$5.7M |
|
76k |
74.31 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.3 |
$5.4M |
|
12k |
458.43 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.3 |
$5.0M |
|
102k |
48.77 |
Ishares Tr National Mun Etf
(MUB)
|
0.3 |
$4.8M |
|
45k |
107.74 |
Tesla Motors
(TSLA)
|
0.3 |
$4.7M |
|
23k |
207.46 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$4.5M |
|
22k |
204.10 |
Albemarle Corporation
(ALB)
|
0.2 |
$4.4M |
|
20k |
221.04 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.2 |
$4.3M |
|
136k |
31.48 |
Keysight Technologies
(KEYS)
|
0.2 |
$4.2M |
|
26k |
161.48 |
SYSCO Corporation
(SYY)
|
0.2 |
$4.1M |
|
53k |
77.23 |
Zoetis Cl A
(ZTS)
|
0.2 |
$3.8M |
|
23k |
166.44 |
Cheniere Energy Com New
(LNG)
|
0.2 |
$3.6M |
|
23k |
157.60 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.2 |
$3.4M |
|
77k |
44.43 |
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
0.2 |
$3.3M |
|
167k |
19.78 |
Constellation Brands Cl A
(STZ)
|
0.2 |
$3.3M |
|
15k |
225.90 |
American Tower Reit
(AMT)
|
0.2 |
$3.2M |
|
16k |
204.34 |
Doordash Cl A
(DASH)
|
0.2 |
$3.1M |
|
49k |
63.56 |
Abbvie
(ABBV)
|
0.2 |
$3.0M |
|
19k |
159.37 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.2 |
$2.9M |
|
12k |
235.41 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$2.7M |
|
56k |
48.37 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.1 |
$2.5M |
|
11k |
225.23 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$2.4M |
|
8.3k |
285.81 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.1 |
$2.3M |
|
11k |
216.41 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$2.2M |
|
64k |
34.80 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$2.0M |
|
4.1k |
496.89 |
Home Depot
(HD)
|
0.1 |
$2.0M |
|
6.8k |
295.10 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$2.0M |
|
7.8k |
249.44 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.1 |
$1.9M |
|
21k |
91.16 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$1.9M |
|
15k |
129.46 |
Ishares Tr Msci Ac Asia Etf
(AAXJ)
|
0.1 |
$1.9M |
|
28k |
67.87 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$1.8M |
|
18k |
104.00 |
Dollar General
(DG)
|
0.1 |
$1.8M |
|
8.4k |
210.46 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.1 |
$1.7M |
|
16k |
106.37 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.1 |
$1.6M |
|
6.9k |
226.82 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$1.5M |
|
4.8k |
308.80 |
UnitedHealth
(UNH)
|
0.1 |
$1.4M |
|
3.0k |
472.61 |
Cisco Systems
(CSCO)
|
0.1 |
$1.3M |
|
25k |
52.27 |
Pimco Etf Tr Inter Mun Bd Act
(MUNI)
|
0.1 |
$1.3M |
|
24k |
52.26 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$1.2M |
|
8.1k |
151.00 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.1 |
$1.1M |
|
32k |
35.41 |
Progressive Corporation
(PGR)
|
0.1 |
$1.1M |
|
7.8k |
143.06 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.1 |
$1.1M |
|
44k |
24.79 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$1.1M |
|
6.9k |
154.01 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$1.1M |
|
20k |
53.47 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.1 |
$1.0M |
|
5.4k |
187.04 |
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$975k |
|
7.1k |
138.11 |
Fiserv
(FI)
|
0.0 |
$790k |
|
7.0k |
113.03 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.0 |
$758k |
|
31k |
24.52 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.0 |
$741k |
|
22k |
33.71 |
Exxon Mobil Corporation
(XOM)
|
0.0 |
$709k |
|
6.5k |
109.66 |
Hercules Technology Growth Capital
(HTGC)
|
0.0 |
$701k |
|
54k |
12.89 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.0 |
$689k |
|
3.7k |
186.81 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.0 |
$677k |
|
14k |
48.06 |
Pepsi
(PEP)
|
0.0 |
$673k |
|
3.7k |
182.30 |
McDonald's Corporation
(MCD)
|
0.0 |
$610k |
|
2.2k |
279.58 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.0 |
$598k |
|
2.4k |
244.33 |
Oracle Corporation
(ORCL)
|
0.0 |
$595k |
|
6.4k |
92.91 |
Arista Networks
(ANET)
|
0.0 |
$566k |
|
3.4k |
167.86 |
Union Pacific Corporation
(UNP)
|
0.0 |
$536k |
|
2.7k |
201.24 |
Intuit
(INTU)
|
0.0 |
$535k |
|
1.2k |
445.83 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$533k |
|
2.9k |
183.22 |
AFLAC Incorporated
(AFL)
|
0.0 |
$521k |
|
8.1k |
64.52 |
Spdr Ser Tr S&p 600 Sml Cap
|
0.0 |
$507k |
|
6.0k |
84.03 |
Automatic Data Processing
(ADP)
|
0.0 |
$491k |
|
2.2k |
222.63 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$483k |
|
4.9k |
97.93 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$469k |
|
3.1k |
152.28 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$458k |
|
6.6k |
69.31 |
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$456k |
|
1.3k |
363.51 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.0 |
$448k |
|
10k |
44.50 |
International Business Machines
(IBM)
|
0.0 |
$427k |
|
3.3k |
131.09 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$427k |
|
3.1k |
137.04 |
Merck & Co
(MRK)
|
0.0 |
$415k |
|
3.9k |
106.38 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.0 |
$411k |
|
4.8k |
86.28 |
Nushares Etf Tr Nuveen Esg Intl
(NUDM)
|
0.0 |
$402k |
|
14k |
28.12 |
Uber Technologies
(UBER)
|
0.0 |
$395k |
|
13k |
31.70 |
Coca-Cola Company
(KO)
|
0.0 |
$391k |
|
6.3k |
62.03 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.0 |
$390k |
|
15k |
25.48 |
Starbucks Corporation
(SBUX)
|
0.0 |
$376k |
|
3.6k |
104.14 |
Charles Schwab Corporation
(SCHW)
|
0.0 |
$357k |
|
6.8k |
52.38 |
Lowe's Companies
(LOW)
|
0.0 |
$343k |
|
1.7k |
199.97 |
Target Corporation
(TGT)
|
0.0 |
$335k |
|
2.0k |
165.63 |
Pfizer
(PFE)
|
0.0 |
$332k |
|
8.1k |
40.80 |
Nike CL B
(NKE)
|
0.0 |
$319k |
|
2.6k |
122.62 |
Linde SHS
(LIN)
|
0.0 |
$316k |
|
889.00 |
355.44 |
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
0.0 |
$304k |
|
3.5k |
87.78 |
Shopify Cl A
(SHOP)
|
0.0 |
$291k |
|
6.1k |
47.94 |
Texas Instruments Incorporated
(TXN)
|
0.0 |
$289k |
|
1.6k |
186.01 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$286k |
|
890.00 |
321.09 |
First Tr Lrge Cp Core Alpha Com Shs
(FEX)
|
0.0 |
$279k |
|
3.5k |
80.50 |
Wells Fargo & Company
(WFC)
|
0.0 |
$251k |
|
6.7k |
37.38 |
Nushares Etf Tr Nuveen Esg Us
(NUBD)
|
0.0 |
$251k |
|
11k |
22.35 |
Jacobs Engineering Group
(J)
|
0.0 |
$240k |
|
2.0k |
117.51 |
Five9
(FIVN)
|
0.0 |
$233k |
|
3.2k |
72.29 |
3M Company
(MMM)
|
0.0 |
$223k |
|
2.1k |
105.11 |
Expensify Com Cl A
(EXFY)
|
0.0 |
$222k |
|
27k |
8.15 |
Hologic
(HOLX)
|
0.0 |
$222k |
|
2.7k |
80.70 |
Realty Income
(O)
|
0.0 |
$221k |
|
3.5k |
63.32 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.0 |
$205k |
|
6.6k |
31.22 |
Synopsys
(SNPS)
|
0.0 |
$203k |
|
526.00 |
386.25 |
Soundhound Ai Class A Com
(SOUN)
|
0.0 |
$134k |
|
49k |
2.76 |
Atreca Cl A Com
(BCEL)
|
0.0 |
$14k |
|
13k |
1.14 |