iShares Core S&P 500 ETF Core S&p500 Etf
(IVV)
|
6.1 |
$16M |
|
40k |
411.08 |
Schwab International Equity ETF Intl Eqty Etf
(SCHF)
|
5.9 |
$16M |
|
458k |
34.80 |
Schwab US Large Cap ETF Us Lrg Cap Etf
(SCHX)
|
3.6 |
$9.6M |
|
199k |
48.37 |
Schwab Intermediate Term US TRS ETF Int-trm U.s Tres
(SCHR)
|
3.0 |
$8.0M |
|
158k |
50.43 |
SPDR S&P 500 High Dividend ETF Prtflo S&p500 Hi
(SPYD)
|
2.7 |
$7.2M |
|
189k |
38.00 |
iShares Core S&P Mid Cap ETF Core S&p Mcp Etf
(IJH)
|
2.5 |
$6.7M |
|
27k |
250.16 |
Natera
(NTRA)
|
1.7 |
$4.5M |
|
80k |
55.52 |
iShares Core S&P Small Cap ETF Core S&p Scp Etf
(IJR)
|
1.6 |
$4.4M |
|
46k |
96.70 |
Vanguard Mortgage Backed Sec ETF Mtg-bkd Secs Etf
(VMBS)
|
1.4 |
$3.9M |
|
84k |
46.55 |
Ambarella SHS
(AMBA)
|
1.4 |
$3.7M |
|
48k |
77.42 |
iShares National Muni Bond ETF National Mun Etf
(MUB)
|
1.4 |
$3.7M |
|
34k |
107.74 |
Purecycle Technologies
(PCT)
|
1.4 |
$3.6M |
|
520k |
7.00 |
Tapestry
(TPR)
|
1.3 |
$3.5M |
|
80k |
43.11 |
Alphabet Inc. Class A Cap Stk Cl A
(GOOGL)
|
1.3 |
$3.4M |
|
33k |
103.73 |
Accenture PLC Class A Shs Class A
(ACN)
|
1.2 |
$3.4M |
|
12k |
285.81 |
Uber Technologies
(UBER)
|
1.2 |
$3.2M |
|
102k |
31.70 |
JPMorgan Chase & Co.
(JPM)
|
1.2 |
$3.2M |
|
25k |
130.31 |
UnitedHealth
(UNH)
|
1.2 |
$3.2M |
|
6.8k |
472.60 |
SPDR Intrmdt TRM Crprate BND ETF Portfolio Intrmd
(SPIB)
|
1.2 |
$3.2M |
|
97k |
32.49 |
SPDR Nuveen BLMBRG Barclays Mun BD ETF Nuveen Blmbrg Mu
(TFI)
|
1.1 |
$3.0M |
|
65k |
46.82 |
Marathon Petroleum Corp
(MPC)
|
1.1 |
$3.0M |
|
22k |
134.83 |
iShares Core MSCI Totl Intl STCK ETF Core Msci Total
(IXUS)
|
1.1 |
$3.0M |
|
48k |
61.95 |
Phillips 66
(PSX)
|
1.1 |
$3.0M |
|
29k |
101.38 |
BlackRock
(BLK)
|
1.1 |
$2.9M |
|
4.3k |
669.11 |
Cloudflare Inc Class A Cl A Com
(NET)
|
1.1 |
$2.8M |
|
46k |
61.66 |
Amazon
(AMZN)
|
1.0 |
$2.8M |
|
27k |
103.29 |
MetLife
(MET)
|
1.0 |
$2.8M |
|
48k |
57.94 |
Abbvie
(ABBV)
|
1.0 |
$2.7M |
|
17k |
159.37 |
Fidelity Natl Finl Fnf Group Com
(FNF)
|
1.0 |
$2.7M |
|
79k |
34.93 |
Intel Corporation
(INTC)
|
1.0 |
$2.7M |
|
82k |
32.67 |
Lyondellbasell Inds F Class A Shs - A -
(LYB)
|
1.0 |
$2.6M |
|
28k |
93.89 |
Vanguard High Dividend Yield ETF High Div Yld
(VYM)
|
1.0 |
$2.6M |
|
25k |
105.50 |
United Parcel SRVC Class B CL B
(UPS)
|
1.0 |
$2.6M |
|
13k |
193.99 |
Wells Fargo & Company
(WFC)
|
0.9 |
$2.5M |
|
68k |
37.38 |
Westrock
(WRK)
|
0.9 |
$2.5M |
|
82k |
30.47 |
Pfizer
(PFE)
|
0.9 |
$2.5M |
|
61k |
40.80 |
Twilio Inc Class A Cl A
(TWLO)
|
0.9 |
$2.5M |
|
37k |
66.63 |
Charles Schwab US REIT ETF Us Reit Etf
(SCHH)
|
0.9 |
$2.5M |
|
126k |
19.50 |
Energy Select Sector SPDR ETF Energy
(XLE)
|
0.9 |
$2.4M |
|
29k |
82.83 |
Eaton Corp PLC F SHS
(ETN)
|
0.9 |
$2.4M |
|
14k |
171.34 |
Abbott Laboratories
(ABT)
|
0.9 |
$2.4M |
|
24k |
101.26 |
Snowflake Inc Class A Cl A
(SNOW)
|
0.9 |
$2.4M |
|
16k |
154.29 |
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf
(VWO)
|
0.9 |
$2.4M |
|
59k |
40.40 |
XTRCKR MSCI EAFE HG DV YLD Eq ETF Xtrack Msci Eafe
(HDEF)
|
0.9 |
$2.4M |
|
102k |
23.29 |
Merck & Co
(MRK)
|
0.9 |
$2.4M |
|
22k |
107.18 |
Invesco Preferred ETF Pfd Etf
(PGX)
|
0.9 |
$2.3M |
|
205k |
11.48 |
Genuine Parts Company
(GPC)
|
0.9 |
$2.3M |
|
14k |
168.22 |
iShares Broad Usd HG YLD CRP BND ETF Broad Usd High
(USHY)
|
0.9 |
$2.3M |
|
66k |
35.55 |
Corning Incorporated
(GLW)
|
0.9 |
$2.3M |
|
65k |
35.28 |
Cognizant Tech Solu Class A Cl A
(CTSH)
|
0.8 |
$2.3M |
|
38k |
60.93 |
iShares Intermedt Term Corp Bond ETF Ishs 5-10yr Invt
(IGIB)
|
0.8 |
$2.3M |
|
44k |
51.28 |
Duke Energy Corp Com New
(DUK)
|
0.8 |
$2.3M |
|
23k |
96.47 |
Dominion Resources
(D)
|
0.8 |
$2.2M |
|
40k |
55.91 |
MP Materials Corp Class A Com Cl A
(MP)
|
0.8 |
$2.2M |
|
79k |
28.19 |
Pinterest Inc Class A Cl A
(PINS)
|
0.8 |
$2.2M |
|
79k |
27.27 |
Paypal Holdings
(PYPL)
|
0.8 |
$2.1M |
|
28k |
75.94 |
Meta Platforms Inc Class A Cl A
(META)
|
0.8 |
$2.1M |
|
9.8k |
211.94 |
New Relic
|
0.7 |
$2.0M |
|
26k |
75.29 |
Coca-Cola Company
(KO)
|
0.7 |
$1.9M |
|
31k |
62.52 |
Kimberly-Clark Corporation
(KMB)
|
0.7 |
$1.9M |
|
14k |
135.37 |
Interpublic Group of Companies
(IPG)
|
0.7 |
$1.9M |
|
50k |
37.24 |
Mondelez Intl Class A Cl A
(MDLZ)
|
0.7 |
$1.9M |
|
27k |
70.11 |
Comcast Corporation Class A Cl A
(CMCSA)
|
0.7 |
$1.8M |
|
48k |
37.91 |
Marvell Technology
(MRVL)
|
0.7 |
$1.8M |
|
42k |
43.30 |
Lamar Advertising REIT Cl A
(LAMR)
|
0.7 |
$1.8M |
|
18k |
99.89 |
Cisco Systems
(CSCO)
|
0.7 |
$1.8M |
|
34k |
52.27 |
Rh
(RH)
|
0.7 |
$1.8M |
|
7.4k |
243.55 |
American Tower Reit
(AMT)
|
0.7 |
$1.8M |
|
8.8k |
204.34 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.7 |
$1.8M |
|
5.6k |
315.07 |
Vail Resorts
(MTN)
|
0.6 |
$1.7M |
|
7.1k |
235.79 |
Servicenow
(NOW)
|
0.6 |
$1.6M |
|
3.5k |
464.72 |
Constellation Brand Class A Cl A
(STZ)
|
0.6 |
$1.6M |
|
7.1k |
225.88 |
Shopify Inc Class A Cl A
(SHOP)
|
0.6 |
$1.6M |
|
33k |
47.94 |
Arista Networks
(ANET)
|
0.6 |
$1.6M |
|
9.3k |
167.86 |
Lennox International
(LII)
|
0.6 |
$1.5M |
|
6.0k |
252.33 |
NVIDIA Corporation
(NVDA)
|
0.6 |
$1.5M |
|
5.3k |
277.76 |
Netflix
(NFLX)
|
0.5 |
$1.4M |
|
4.2k |
345.48 |
Visteon Corp Com New
(VC)
|
0.5 |
$1.4M |
|
9.1k |
156.83 |
Vanguard Intermediate-Term Government Bond ETF Inter Term Treas
(VGIT)
|
0.5 |
$1.3M |
|
22k |
59.96 |
Charles Schwab US MC ETF Us Mid-cap Etf
(SCHM)
|
0.5 |
$1.3M |
|
19k |
67.85 |
Applied Materials
(AMAT)
|
0.5 |
$1.3M |
|
10k |
122.83 |
Etsy
(ETSY)
|
0.5 |
$1.2M |
|
11k |
111.33 |
Vanguard Internatnl HGH DIV YLD ETF Intl High Etf
(VYMI)
|
0.4 |
$1.2M |
|
19k |
61.95 |
Atlassian Corp Class A Cl A
(TEAM)
|
0.4 |
$1.1M |
|
6.5k |
171.17 |
SPDR Wells Fargo Preferred Stock ETF Ice Pfd Sec Etf
(PSK)
|
0.4 |
$1.1M |
|
32k |
33.96 |
Berkshire Hathaway Class B Cl B New
(BRK.B)
|
0.4 |
$1.1M |
|
3.5k |
308.77 |
Apple
(AAPL)
|
0.4 |
$1.1M |
|
6.6k |
164.89 |
Guardant Health
(GH)
|
0.4 |
$1.0M |
|
45k |
23.44 |
Workday Inc Class A Cl A
(WDAY)
|
0.4 |
$992k |
|
4.8k |
206.54 |
Ciena Corp Com New
(CIEN)
|
0.4 |
$944k |
|
18k |
52.52 |
Intuitive Surgical Com New
(ISRG)
|
0.3 |
$884k |
|
3.5k |
255.49 |
Schwab US Dividend Equity ETF Us Dividend Eq
(SCHD)
|
0.3 |
$835k |
|
11k |
73.16 |
Block Inc Class A Cl A
(SQ)
|
0.3 |
$816k |
|
12k |
68.65 |
Match Group
(MTCH)
|
0.3 |
$810k |
|
21k |
38.39 |
Microsoft Corporation
(MSFT)
|
0.3 |
$773k |
|
2.7k |
288.35 |
Global X MLP ETF Glbl X Mlp Etf
(MLPA)
|
0.3 |
$689k |
|
17k |
41.60 |
Schwab US Small Cap ETF Us Sml Cap Etf
(SCHA)
|
0.3 |
$681k |
|
16k |
41.93 |
Vanguard REIT ETF Real Estate Etf
(VNQ)
|
0.2 |
$642k |
|
7.7k |
83.04 |
Vaneck Vectors Semiconductor ETF Semiconductr Etf
(SMH)
|
0.2 |
$618k |
|
2.3k |
263.23 |
Schwab Emerging Markets Equity ETF Emrg Mkteq Etf
(SCHE)
|
0.2 |
$577k |
|
24k |
24.52 |
American Homes 4 Rent Class A Cl A
(AMH)
|
0.2 |
$557k |
|
18k |
31.45 |
iShares MBS ETF Mbs Etf
(MBB)
|
0.2 |
$539k |
|
5.7k |
94.73 |
Illinois Tool Works
(ITW)
|
0.2 |
$490k |
|
2.0k |
244.80 |
iShares iBoxx High Yield Bond ETF Iboxx Hi Yd Etf
(HYG)
|
0.1 |
$382k |
|
5.1k |
75.55 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.1 |
$368k |
|
30k |
12.47 |
iShares U.S. Preferred Stock ETF Pfd And Incm Sec
(PFF)
|
0.1 |
$364k |
|
12k |
31.22 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$352k |
|
3.2k |
109.65 |
iShares International Sel DIV ETF Intl Sel Div Etf
(IDV)
|
0.1 |
$336k |
|
12k |
27.49 |
Tesla Motors
(TSLA)
|
0.1 |
$316k |
|
1.5k |
207.46 |
iShares iBoxx Invt Grade Bond ETF Iboxx Inv Cp Etf
(LQD)
|
0.1 |
$265k |
|
2.4k |
109.61 |
iShares Esg MSCI USA Leaders ETF IV Esg Msci Leadr
(SUSL)
|
0.1 |
$237k |
|
3.3k |
71.27 |
Invesco FTSE Rafi US 1500 Small-Mid ETF Ftse Rafi 1500
(PRFZ)
|
0.1 |
$229k |
|
1.4k |
164.54 |
iShares Esg Aware MSCI USA ETF Esg Aware Msci
(ESML)
|
0.1 |
$226k |
|
6.7k |
33.99 |
MarineMax
(HZO)
|
0.1 |
$221k |
|
7.7k |
28.75 |
iShares International TRSRY BND ETF Intl Trea Bd Etf
(IGOV)
|
0.1 |
$220k |
|
5.5k |
40.21 |
Akili Common Stock
(AKLI)
|
0.1 |
$182k |
|
114k |
1.60 |
Vertex Energy
(VTNR)
|
0.1 |
$139k |
|
14k |
9.88 |