Apple
(AAPL)
|
9.5 |
$13M |
|
54k |
233.00 |
Amazon
(AMZN)
|
6.5 |
$8.7M |
|
46k |
186.33 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
5.1 |
$6.8M |
|
24k |
283.16 |
J P Morgan Exchange Traded F Us Qualty Fctr
(JQUA)
|
4.9 |
$6.5M |
|
114k |
56.57 |
Capital Group Dividend Value Shs Creation Uni
(CGDV)
|
3.9 |
$5.2M |
|
142k |
36.44 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
3.5 |
$4.7M |
|
10k |
460.26 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
3.4 |
$4.5M |
|
23k |
198.06 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
2.5 |
$3.3M |
|
6.2k |
527.69 |
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
2.4 |
$3.2M |
|
80k |
39.69 |
Pimco Etf Tr 0-5 High Yield
(HYS)
|
2.2 |
$2.9M |
|
31k |
95.50 |
Vanguard World Energy Etf
(VDE)
|
2.2 |
$2.9M |
|
23k |
122.47 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
2.1 |
$2.8M |
|
23k |
119.70 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.0 |
$2.6M |
|
5.4k |
488.04 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
2.0 |
$2.6M |
|
9.9k |
263.82 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
1.9 |
$2.5M |
|
26k |
97.42 |
Spdr Gold Tr Gold Shs
(GLD)
|
1.9 |
$2.5M |
|
10k |
243.06 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
1.8 |
$2.4M |
|
29k |
83.75 |
Microsoft Corporation
(MSFT)
|
1.8 |
$2.4M |
|
5.6k |
430.31 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
1.8 |
$2.4M |
|
21k |
112.98 |
Ishares Tr Russell 2000 Etf
(IWM)
|
1.8 |
$2.3M |
|
11k |
220.89 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
1.5 |
$2.0M |
|
4.7k |
423.12 |
Costco Wholesale Corporation
(COST)
|
1.3 |
$1.7M |
|
2.0k |
886.70 |
Vanguard Index Fds Large Cap Etf
(VV)
|
1.1 |
$1.4M |
|
5.5k |
263.29 |
Capital Group Core Equity Et Shs Creation Uni
(CGUS)
|
1.1 |
$1.4M |
|
41k |
34.28 |
Capital Group Core Balanced SHS
(CGBL)
|
1.1 |
$1.4M |
|
46k |
31.05 |
Capital Group Dividend Growe Shs Etf
(CGDG)
|
1.0 |
$1.3M |
|
44k |
30.72 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
1.0 |
$1.3M |
|
18k |
71.73 |
Flaherty & Crumrine Dynamic SHS
(DFP)
|
0.9 |
$1.3M |
|
59k |
21.50 |
Broadcom
(AVGO)
|
0.9 |
$1.2M |
|
6.8k |
172.51 |
JPMorgan Chase & Co.
(JPM)
|
0.8 |
$1.1M |
|
5.2k |
210.85 |
J P Morgan Exchange Traded F Ultra Shrt Etf
(JPST)
|
0.8 |
$1.1M |
|
21k |
50.74 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.8 |
$1.0M |
|
7.4k |
142.04 |
Invesco Exchange Traded Fd T S&p500 Quality
(SPHQ)
|
0.7 |
$964k |
|
14k |
67.27 |
Procter & Gamble Company
(PG)
|
0.7 |
$958k |
|
5.5k |
173.20 |
Illinois Tool Works
(ITW)
|
0.7 |
$950k |
|
3.6k |
262.07 |
Chevron Corporation
(CVX)
|
0.7 |
$946k |
|
6.4k |
147.27 |
Wal-Mart Stores
(WMT)
|
0.7 |
$939k |
|
12k |
80.75 |
Coca-Cola Company
(KO)
|
0.7 |
$926k |
|
13k |
71.86 |
Exxon Mobil Corporation
(XOM)
|
0.7 |
$917k |
|
7.8k |
117.23 |
Matson
(MATX)
|
0.7 |
$898k |
|
6.3k |
142.62 |
T Rowe Price Etf Cap Appreciation
(TCAF)
|
0.7 |
$869k |
|
26k |
33.25 |
Blackstone Group Inc Com Cl A
(BX)
|
0.6 |
$837k |
|
5.5k |
153.13 |
Invesco Van Kampen Municipal Trust
(VKQ)
|
0.6 |
$827k |
|
81k |
10.26 |
Capital Group Growth Etf Shs Creation Uni
(CGGR)
|
0.6 |
$806k |
|
23k |
34.79 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
0.6 |
$794k |
|
11k |
73.42 |
Waste Management
(WM)
|
0.6 |
$772k |
|
3.7k |
207.60 |
ConocoPhillips
(COP)
|
0.6 |
$771k |
|
7.3k |
105.27 |
Johnson & Johnson
(JNJ)
|
0.6 |
$764k |
|
4.7k |
162.06 |
Home Depot
(HD)
|
0.6 |
$745k |
|
1.8k |
405.12 |
Vanguard World Consum Stp Etf
(VDC)
|
0.5 |
$722k |
|
3.3k |
218.47 |
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.5 |
$722k |
|
10k |
71.10 |
McDonald's Corporation
(MCD)
|
0.5 |
$721k |
|
2.4k |
304.51 |
NVIDIA Corporation
(NVDA)
|
0.5 |
$650k |
|
5.4k |
121.44 |
Vanguard World Utilities Etf
(VPU)
|
0.5 |
$601k |
|
3.5k |
174.05 |
Pioneer Municipal High Incom Com Shs
(MHI)
|
0.4 |
$596k |
|
62k |
9.60 |
Flaherty & Crumrine/Claymore Preferred S
(FFC)
|
0.4 |
$586k |
|
36k |
16.41 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$559k |
|
3.4k |
165.84 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.4 |
$544k |
|
948.00 |
573.78 |
Advanced Micro Devices
(AMD)
|
0.4 |
$527k |
|
3.2k |
164.08 |
General Mills
(GIS)
|
0.4 |
$527k |
|
7.1k |
73.85 |
Travelers Companies
(TRV)
|
0.4 |
$504k |
|
2.2k |
234.12 |
Capital Grp Fixed Incm Etf T Us Multi-sector
(CGMS)
|
0.4 |
$497k |
|
18k |
27.84 |
UnitedHealth
(UNH)
|
0.4 |
$495k |
|
847.00 |
584.68 |
Honeywell International
(HON)
|
0.4 |
$494k |
|
2.4k |
206.74 |
Union Pacific Corporation
(UNP)
|
0.4 |
$492k |
|
2.0k |
246.48 |
Hldgs
(UAL)
|
0.4 |
$468k |
|
8.2k |
57.06 |
Nucor Corporation
(NUE)
|
0.3 |
$440k |
|
2.9k |
150.34 |
T Rowe Price Etf Small Mid Cap
(TMSL)
|
0.3 |
$435k |
|
13k |
32.46 |
Nuveen Muni Value Fund
(NUV)
|
0.3 |
$412k |
|
46k |
9.02 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.3 |
$396k |
|
6.1k |
64.74 |
Flaherty & Crumrine/Claymore Total Retur
(FLC)
|
0.3 |
$392k |
|
23k |
17.29 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.3 |
$382k |
|
12k |
33.23 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.3 |
$372k |
|
2.9k |
128.20 |
Raytheon Technologies Corp
(RTX)
|
0.3 |
$365k |
|
3.0k |
121.16 |
Vanguard World Health Car Etf
(VHT)
|
0.3 |
$364k |
|
1.3k |
282.31 |
Visa Com Cl A
(V)
|
0.3 |
$364k |
|
1.3k |
274.95 |
Vaneck Etf Trust Semiconductr Etf
(SMH)
|
0.3 |
$362k |
|
1.5k |
245.38 |
Spdr Ser Tr S&p Homebuild
(XHB)
|
0.3 |
$337k |
|
2.7k |
124.56 |
Ishares Tr High Yld Systm B
(HYDB)
|
0.2 |
$330k |
|
6.9k |
48.06 |
Vanguard Scottsdale Fds Total Corp Bnd
(VTC)
|
0.2 |
$326k |
|
4.1k |
79.30 |
Wisdomtree Tr Us Largecap Divd
(DLN)
|
0.2 |
$314k |
|
4.0k |
78.56 |
Phillips 66
(PSX)
|
0.2 |
$309k |
|
2.4k |
131.45 |
Fidelity Comwlth Tr Nasdaq Compsit
(ONEQ)
|
0.2 |
$308k |
|
4.3k |
71.59 |
Abbvie
(ABBV)
|
0.2 |
$296k |
|
1.5k |
197.48 |
T Rowe Price Etf Growth Etf
(TGRT)
|
0.2 |
$287k |
|
8.0k |
35.88 |
Meta Platforms Cl A
(META)
|
0.2 |
$285k |
|
497.00 |
572.44 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$261k |
|
446.00 |
584.55 |
Capital Group Gbl Growth Eqt Shs Creation Uni
(CGGO)
|
0.2 |
$252k |
|
8.4k |
30.15 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.2 |
$252k |
|
4.8k |
52.66 |
Walt Disney Company
(DIS)
|
0.2 |
$229k |
|
2.4k |
96.19 |
Netflix
(NFLX)
|
0.2 |
$220k |
|
310.00 |
709.27 |
Vail Resorts
(MTN)
|
0.2 |
$209k |
|
1.2k |
174.29 |