Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
10.1 |
$30M |
|
80k |
377.24 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
9.9 |
$30M |
|
504k |
58.86 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
9.8 |
$29M |
|
596k |
49.19 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
7.3 |
$22M |
|
215k |
101.68 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
5.4 |
$16M |
|
196k |
82.79 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
4.8 |
$14M |
|
456k |
31.45 |
Vanguard Index Fds Growth Etf
(VUG)
|
3.5 |
$10M |
|
47k |
222.90 |
Ishares Tr Russell 2000 Etf
(IWM)
|
3.4 |
$10M |
|
60k |
169.37 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
3.3 |
$9.9M |
|
158k |
62.42 |
Wisdomtree Tr Us Largecap Divd
(DLN)
|
2.7 |
$8.1M |
|
137k |
59.10 |
Procter & Gamble Company
(PG)
|
2.5 |
$7.5M |
|
52k |
143.79 |
Invesco Actvely Mngd Etc Optimum Yield
(PDBC)
|
2.4 |
$7.3M |
|
403k |
18.04 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
2.2 |
$6.4M |
|
196k |
32.88 |
Flexshares Tr Mornstar Upstr
(GUNR)
|
2.1 |
$6.2M |
|
157k |
39.67 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
1.9 |
$5.7M |
|
460k |
12.34 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
1.8 |
$5.3M |
|
37k |
144.96 |
Apple
(AAPL)
|
1.7 |
$5.2M |
|
38k |
136.71 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
1.6 |
$4.9M |
|
97k |
49.96 |
Vanguard Index Fds Value Etf
(VTV)
|
1.3 |
$3.9M |
|
29k |
131.89 |
Exxon Mobil Corporation
(XOM)
|
1.3 |
$3.7M |
|
44k |
85.65 |
Microsoft Corporation
(MSFT)
|
0.7 |
$2.2M |
|
8.6k |
256.81 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.7 |
$2.2M |
|
5.7k |
379.15 |
Amazon
(AMZN)
|
0.7 |
$2.1M |
|
20k |
106.21 |
Philip Morris International
(PM)
|
0.7 |
$2.0M |
|
20k |
98.74 |
American Express Company
(AXP)
|
0.6 |
$1.8M |
|
13k |
138.63 |
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
0.6 |
$1.7M |
|
18k |
91.50 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.5 |
$1.6M |
|
7.4k |
218.67 |
Johnson & Johnson
(JNJ)
|
0.5 |
$1.6M |
|
9.0k |
177.50 |
Pfizer
(PFE)
|
0.5 |
$1.6M |
|
30k |
52.42 |
Mondelez Intl Cl A
(MDLZ)
|
0.5 |
$1.5M |
|
25k |
62.07 |
Chevron Corporation
(CVX)
|
0.5 |
$1.5M |
|
11k |
144.79 |
Wisdomtree Tr Us Ai Enhanced
(AIVL)
|
0.5 |
$1.5M |
|
17k |
88.72 |
Altria
(MO)
|
0.5 |
$1.4M |
|
33k |
41.78 |
Select Sector Spdr Tr Energy
(XLE)
|
0.4 |
$1.3M |
|
18k |
71.50 |
Summit State Bank
(SSBI)
|
0.4 |
$1.3M |
|
86k |
15.22 |
Norfolk Southern
(NSC)
|
0.4 |
$1.3M |
|
5.7k |
227.25 |
General Mills
(GIS)
|
0.4 |
$1.2M |
|
16k |
75.48 |
Blackstone Group Inc Com Cl A
(BX)
|
0.4 |
$1.2M |
|
13k |
91.21 |
Ishares Tr Calif Mun Bd Etf
(CMF)
|
0.4 |
$1.2M |
|
20k |
56.44 |
International Business Machines
(IBM)
|
0.4 |
$1.1M |
|
7.7k |
141.15 |
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$1.0M |
|
9.1k |
112.57 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$1.0M |
|
5.7k |
176.14 |
Spdr Ser Tr Prtflo S&p500 Hi
(SPYD)
|
0.3 |
$960k |
|
24k |
39.93 |
Verizon Communications
(VZ)
|
0.3 |
$948k |
|
19k |
50.73 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.3 |
$930k |
|
3.3k |
280.29 |
Wells Fargo & Company
(WFC)
|
0.3 |
$926k |
|
24k |
39.17 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.3 |
$895k |
|
22k |
41.63 |
Raytheon Technologies Corp
(RTX)
|
0.3 |
$875k |
|
9.1k |
96.06 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.3 |
$847k |
|
9.2k |
92.44 |
Home Depot
(HD)
|
0.3 |
$800k |
|
2.9k |
274.25 |
Cisco Systems
(CSCO)
|
0.3 |
$786k |
|
18k |
42.62 |
Southern Company
(SO)
|
0.3 |
$753k |
|
11k |
71.34 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$726k |
|
333.00 |
2180.18 |
Intel Corporation
(INTC)
|
0.2 |
$720k |
|
19k |
37.43 |
Kimberly-Clark Corporation
(KMB)
|
0.2 |
$699k |
|
5.2k |
135.07 |
At&t
(T)
|
0.2 |
$687k |
|
33k |
20.97 |
GSK Sponsored Adr
|
0.2 |
$680k |
|
16k |
43.53 |
Visa Com Cl A
(V)
|
0.2 |
$638k |
|
3.2k |
197.04 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$621k |
|
16k |
40.12 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.2 |
$610k |
|
12k |
51.59 |
Amgen
(AMGN)
|
0.2 |
$603k |
|
2.5k |
243.15 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$601k |
|
1.3k |
479.27 |
Umpqua Holdings Corporation
|
0.2 |
$601k |
|
36k |
16.78 |
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.2 |
$590k |
|
13k |
47.29 |
Qualcomm
(QCOM)
|
0.2 |
$575k |
|
4.5k |
127.81 |
United Parcel Service CL B
(UPS)
|
0.2 |
$544k |
|
3.0k |
182.61 |
Clorox Company
(CLX)
|
0.2 |
$535k |
|
3.8k |
141.09 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.2 |
$502k |
|
9.9k |
50.53 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$496k |
|
7.9k |
62.43 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$476k |
|
4.0k |
118.70 |
BlackRock
(BLK)
|
0.1 |
$437k |
|
718.00 |
608.64 |
Unilever Spon Adr New
(UL)
|
0.1 |
$426k |
|
9.3k |
45.86 |
Caterpillar
(CAT)
|
0.1 |
$370k |
|
2.1k |
178.74 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.1 |
$367k |
|
5.8k |
63.28 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.1 |
$347k |
|
1.8k |
196.82 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.1 |
$344k |
|
4.5k |
76.22 |
Waste Management
(WM)
|
0.1 |
$341k |
|
2.2k |
152.85 |
Spdr Ser Tr Portfolio Agrgte
(SPAB)
|
0.1 |
$329k |
|
13k |
26.38 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$327k |
|
1.1k |
307.91 |
Pepsi
(PEP)
|
0.1 |
$323k |
|
1.9k |
166.58 |
Merck & Co
(MRK)
|
0.1 |
$315k |
|
3.5k |
91.17 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$307k |
|
1.1k |
273.13 |
3M Company
(MMM)
|
0.1 |
$305k |
|
2.4k |
129.40 |
Kraft Heinz
(KHC)
|
0.1 |
$299k |
|
7.8k |
38.16 |
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
0.1 |
$299k |
|
3.0k |
99.24 |
Hp
(HPQ)
|
0.1 |
$298k |
|
9.1k |
32.80 |
Ameriprise Financial
(AMP)
|
0.1 |
$295k |
|
1.2k |
237.52 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$292k |
|
7.4k |
39.22 |
Otis Worldwide Corp
(OTIS)
|
0.1 |
$289k |
|
4.1k |
70.73 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$286k |
|
1.7k |
168.73 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$282k |
|
129.00 |
2186.05 |
Bank of New York Mellon Corporation
(BK)
|
0.1 |
$278k |
|
6.7k |
41.70 |
Boeing Company
(BA)
|
0.1 |
$272k |
|
2.0k |
136.48 |
Allstate Corporation
(ALL)
|
0.1 |
$255k |
|
2.0k |
126.87 |
Vanguard World Fds Financials Etf
(VFH)
|
0.1 |
$254k |
|
3.3k |
77.16 |
Carrier Global Corporation
(CARR)
|
0.1 |
$254k |
|
7.1k |
35.62 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$251k |
|
3.3k |
77.06 |
Rockwell Automation
(ROK)
|
0.1 |
$242k |
|
1.2k |
199.51 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.1 |
$239k |
|
1.2k |
207.83 |
Barclays Bank Djubs Cmdt Etn36
(DJP)
|
0.1 |
$234k |
|
6.7k |
34.78 |
Walt Disney Company
(DIS)
|
0.1 |
$222k |
|
2.3k |
94.51 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$220k |
|
679.00 |
324.01 |
Spdr Index Shs Fds S&p Intl Etf
(DWX)
|
0.1 |
$203k |
|
5.9k |
34.38 |
Myriad Genetics
(MYGN)
|
0.1 |
$188k |
|
10k |
18.15 |
Joby Aviation Common Stock
(JOBY)
|
0.0 |
$54k |
|
11k |
4.92 |
Oncternal Therapeutics
|
0.0 |
$11k |
|
10k |
1.10 |