Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
16.8 |
$305M |
|
712k |
427.48 |
Ishares Tr Msci Eafe Etf
(EFA)
|
10.2 |
$185M |
|
2.7M |
68.92 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
9.4 |
$171M |
|
435k |
392.70 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
6.4 |
$116M |
|
3.0M |
39.21 |
Ishares Tr Russell 2000 Etf
(IWM)
|
6.1 |
$111M |
|
626k |
176.74 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
6.1 |
$110M |
|
441k |
249.35 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
3.7 |
$68M |
|
893k |
75.66 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.9 |
$53M |
|
565k |
94.04 |
Ishares Tr Core S&p500 Etf
(IVV)
|
2.2 |
$40M |
|
93k |
429.43 |
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
2.0 |
$37M |
|
658k |
55.51 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
1.7 |
$32M |
|
356k |
88.69 |
Apple
(AAPL)
|
1.5 |
$27M |
|
157k |
171.21 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
1.5 |
$27M |
|
1.2M |
22.04 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.1 |
$21M |
|
160k |
130.86 |
Microsoft Corporation
(MSFT)
|
1.1 |
$20M |
|
63k |
315.75 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
1.0 |
$18M |
|
241k |
72.31 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.8 |
$15M |
|
163k |
93.91 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.8 |
$15M |
|
260k |
57.60 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.8 |
$15M |
|
335k |
43.72 |
Amazon
(AMZN)
|
0.8 |
$15M |
|
115k |
127.12 |
Visa Com Cl A
(V)
|
0.8 |
$15M |
|
63k |
230.01 |
NVIDIA Corporation
(NVDA)
|
0.8 |
$14M |
|
32k |
434.99 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$13M |
|
92k |
145.02 |
Meta Platforms Cl A
(META)
|
0.7 |
$13M |
|
43k |
300.21 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.7 |
$12M |
|
320k |
37.95 |
Adobe Systems Incorporated
(ADBE)
|
0.6 |
$11M |
|
21k |
509.90 |
Ishares Tr Blackrock Ultra
(ICSH)
|
0.6 |
$11M |
|
209k |
50.38 |
Chevron Corporation
(CVX)
|
0.6 |
$10M |
|
62k |
168.62 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.5 |
$9.6M |
|
286k |
33.65 |
Waste Management
(WM)
|
0.5 |
$9.2M |
|
60k |
152.44 |
Cme
(CME)
|
0.5 |
$9.1M |
|
45k |
200.22 |
Johnson & Johnson
(JNJ)
|
0.5 |
$9.1M |
|
58k |
155.75 |
TJX Companies
(TJX)
|
0.5 |
$8.8M |
|
99k |
88.88 |
Procter & Gamble Company
(PG)
|
0.4 |
$8.1M |
|
56k |
145.86 |
salesforce
(CRM)
|
0.4 |
$8.0M |
|
39k |
202.78 |
Parker-Hannifin Corporation
(PH)
|
0.4 |
$7.7M |
|
20k |
389.51 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.4 |
$7.6M |
|
110k |
69.13 |
Danaher Corporation
(DHR)
|
0.4 |
$7.6M |
|
31k |
248.10 |
Boeing Company
(BA)
|
0.4 |
$7.2M |
|
38k |
191.68 |
Stryker Corporation
(SYK)
|
0.4 |
$7.2M |
|
26k |
273.27 |
Mondelez Intl Cl A
(MDLZ)
|
0.4 |
$7.0M |
|
101k |
69.40 |
Honeywell International
(HON)
|
0.4 |
$6.8M |
|
37k |
184.74 |
Abbott Laboratories
(ABT)
|
0.4 |
$6.6M |
|
69k |
96.85 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$6.5M |
|
31k |
208.24 |
Ecolab
(ECL)
|
0.4 |
$6.4M |
|
38k |
169.40 |
BlackRock
(BLK)
|
0.4 |
$6.4M |
|
9.9k |
646.51 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.4 |
$6.4M |
|
127k |
50.18 |
United Parcel Service CL B
(UPS)
|
0.3 |
$6.3M |
|
40k |
155.87 |
Ishares Tr National Mun Etf
(MUB)
|
0.3 |
$6.3M |
|
61k |
102.54 |
Autodesk
(ADSK)
|
0.3 |
$6.2M |
|
30k |
206.91 |
Tesla Motors
(TSLA)
|
0.3 |
$5.9M |
|
24k |
250.22 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$5.6M |
|
30k |
189.07 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$5.6M |
|
80k |
69.82 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.3 |
$5.4M |
|
12k |
456.66 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.3 |
$5.1M |
|
108k |
47.01 |
Walt Disney Company
(DIS)
|
0.3 |
$5.0M |
|
62k |
81.05 |
Palo Alto Networks
(PANW)
|
0.3 |
$5.0M |
|
21k |
234.44 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$4.7M |
|
22k |
212.41 |
Booking Holdings
(BKNG)
|
0.3 |
$4.7M |
|
1.5k |
3083.95 |
Hershey Company
(HSY)
|
0.3 |
$4.6M |
|
23k |
200.08 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.2 |
$4.4M |
|
144k |
30.28 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.2 |
$4.1M |
|
44k |
92.37 |
Zoetis Cl A
(ZTS)
|
0.2 |
$4.0M |
|
23k |
173.98 |
Constellation Brands Cl A
(STZ)
|
0.2 |
$4.0M |
|
16k |
251.33 |
Doordash Cl A
(DASH)
|
0.2 |
$3.9M |
|
49k |
79.47 |
Cheniere Energy Com New
(LNG)
|
0.2 |
$3.9M |
|
23k |
165.96 |
Keysight Technologies
(KEYS)
|
0.2 |
$3.6M |
|
27k |
132.31 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.2 |
$3.5M |
|
76k |
46.55 |
Albemarle Corporation
(ALB)
|
0.2 |
$3.4M |
|
20k |
170.04 |
4068594 Enphase Energy
(ENPH)
|
0.2 |
$3.2M |
|
27k |
120.15 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$2.8M |
|
56k |
50.60 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$2.7M |
|
12k |
234.90 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.2 |
$2.7M |
|
11k |
245.05 |
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
0.1 |
$2.6M |
|
180k |
14.62 |
American Tower Reit
(AMT)
|
0.1 |
$2.6M |
|
16k |
164.45 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$2.5M |
|
8.1k |
307.11 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$2.2M |
|
64k |
33.96 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$2.2M |
|
3.8k |
564.99 |
Home Depot
(HD)
|
0.1 |
$2.0M |
|
6.5k |
302.14 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$1.9M |
|
15k |
128.74 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$1.9M |
|
14k |
131.85 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.1 |
$1.8M |
|
8.5k |
214.18 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.1 |
$1.7M |
|
17k |
102.86 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$1.6M |
|
4.6k |
350.33 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.1 |
$1.5M |
|
6.6k |
224.15 |
UnitedHealth
(UNH)
|
0.1 |
$1.5M |
|
2.9k |
504.11 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$1.2M |
|
7.1k |
163.92 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.1 |
$1.1M |
|
32k |
34.82 |
Progressive Corporation
(PGR)
|
0.1 |
$1.1M |
|
7.8k |
139.30 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$1.1M |
|
6.9k |
155.38 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$1.0M |
|
20k |
51.87 |
Hercules Technology Growth Capital
(HTGC)
|
0.0 |
$892k |
|
54k |
16.42 |
Dollar General
(DG)
|
0.0 |
$892k |
|
8.4k |
105.80 |
Pimco Etf Tr Inter Mun Bd Act
(MUNI)
|
0.0 |
$876k |
|
18k |
50.07 |
Veralto Corp Com Shs
(VLTO)
|
0.0 |
$856k |
|
10k |
84.56 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.0 |
$825k |
|
4.1k |
200.64 |
Abbvie
(ABBV)
|
0.0 |
$825k |
|
5.5k |
149.06 |
Ishares Tr U.s. Real Es Etf
(IYR)
|
0.0 |
$814k |
|
10k |
78.14 |
Cisco Systems
(CSCO)
|
0.0 |
$763k |
|
14k |
53.76 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.0 |
$745k |
|
31k |
23.94 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.0 |
$732k |
|
2.8k |
265.99 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.0 |
$722k |
|
3.7k |
195.69 |
Exxon Mobil Corporation
(XOM)
|
0.0 |
$681k |
|
5.8k |
117.58 |
Oracle Corporation
(ORCL)
|
0.0 |
$606k |
|
5.7k |
105.91 |
AFLAC Incorporated
(AFL)
|
0.0 |
$604k |
|
7.9k |
76.75 |
Arista Networks
(ANET)
|
0.0 |
$598k |
|
3.3k |
183.93 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.0 |
$583k |
|
18k |
32.25 |
McDonald's Corporation
(MCD)
|
0.0 |
$576k |
|
2.2k |
263.41 |
Pepsi
(PEP)
|
0.0 |
$547k |
|
3.2k |
169.44 |
Automatic Data Processing
(ADP)
|
0.0 |
$528k |
|
2.2k |
240.58 |
Intuit
(INTU)
|
0.0 |
$521k |
|
1.0k |
510.94 |
Uber Technologies
(UBER)
|
0.0 |
$515k |
|
11k |
45.99 |
Union Pacific Corporation
(UNP)
|
0.0 |
$510k |
|
2.5k |
203.61 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$502k |
|
2.9k |
171.45 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.0 |
$495k |
|
13k |
36.90 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$486k |
|
3.2k |
151.82 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.0 |
$460k |
|
10k |
45.69 |
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$402k |
|
1.0k |
396.04 |
Merck & Co
(MRK)
|
0.0 |
$383k |
|
3.7k |
102.94 |
Nushares Etf Tr Nuveen Esg Intl
(NUDM)
|
0.0 |
$378k |
|
14k |
27.32 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.0 |
$374k |
|
14k |
26.20 |
Shopify Cl A
(SHOP)
|
0.0 |
$371k |
|
6.8k |
54.57 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.0 |
$365k |
|
8.1k |
45.30 |
International Business Machines
(IBM)
|
0.0 |
$362k |
|
2.6k |
140.30 |
Coca-Cola Company
(KO)
|
0.0 |
$359k |
|
6.4k |
55.98 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$353k |
|
6.1k |
58.04 |
Lowe's Companies
(LOW)
|
0.0 |
$345k |
|
1.7k |
207.84 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.0 |
$339k |
|
4.1k |
82.52 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$325k |
|
4.5k |
71.97 |
Charles Schwab Corporation
(SCHW)
|
0.0 |
$316k |
|
5.7k |
54.90 |
Starbucks Corporation
(SBUX)
|
0.0 |
$310k |
|
3.4k |
91.28 |
Ishares Tr Msci Ac Asia Etf
(AAXJ)
|
0.0 |
$289k |
|
4.6k |
63.50 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.0 |
$284k |
|
11k |
25.36 |
Linde SHS
(LIN)
|
0.0 |
$280k |
|
753.00 |
372.35 |
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
0.0 |
$280k |
|
3.1k |
89.98 |
Jacobs Engineering Group
(J)
|
0.0 |
$279k |
|
2.0k |
136.50 |
Wells Fargo & Company
(WFC)
|
0.0 |
$275k |
|
6.7k |
40.86 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$273k |
|
762.00 |
358.08 |
Pfizer
(PFE)
|
0.0 |
$251k |
|
7.6k |
33.17 |
Bruker Corporation
(BRKR)
|
0.0 |
$250k |
|
4.0k |
62.30 |
First Tr Lrge Cp Core Alpha Com Shs
(FEX)
|
0.0 |
$247k |
|
3.0k |
81.10 |
Synopsys
(SNPS)
|
0.0 |
$241k |
|
526.00 |
458.97 |
Nushares Etf Tr Nuveen Esg Us
(NUBD)
|
0.0 |
$239k |
|
11k |
21.10 |
Texas Instruments Incorporated
(TXN)
|
0.0 |
$233k |
|
1.5k |
159.01 |
Target Corporation
(TGT)
|
0.0 |
$224k |
|
2.0k |
110.57 |
Five9
(FIVN)
|
0.0 |
$207k |
|
3.2k |
64.30 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$201k |
|
1.5k |
135.59 |
Roper Industries
(ROP)
|
0.0 |
$200k |
|
413.00 |
484.28 |
Turtle Beach Corp Com New
(HEAR)
|
0.0 |
$190k |
|
21k |
9.07 |
Soundhound Ai Class A Com
(SOUN)
|
0.0 |
$98k |
|
49k |
2.01 |
Expensify Com Cl A
(EXFY)
|
0.0 |
$88k |
|
27k |
3.25 |
Nu Hldgs Ord Shs Cl A
(NU)
|
0.0 |
$84k |
|
12k |
7.25 |