Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
8.2 |
$11M |
|
231k |
49.42 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
7.6 |
$11M |
|
300k |
35.08 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
5.9 |
$8.2M |
|
114k |
72.05 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
4.4 |
$6.1M |
|
161k |
37.67 |
Tcw Etf Trust Transfrm 500 Etf
(VOTE)
|
4.3 |
$6.0M |
|
94k |
63.58 |
Apple
(AAPL)
|
4.0 |
$5.6M |
|
27k |
210.62 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
3.8 |
$5.3M |
|
83k |
64.00 |
Spdr Ser Tr Portfoli S&p1500
(SPTM)
|
3.6 |
$5.0M |
|
76k |
66.35 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
3.6 |
$4.9M |
|
99k |
50.11 |
Spdr Ser Tr Portfolio Agrgte
(SPAB)
|
3.4 |
$4.8M |
|
190k |
25.09 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
2.9 |
$4.0M |
|
15k |
267.51 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.8 |
$4.0M |
|
90k |
43.76 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
2.5 |
$3.4M |
|
59k |
58.64 |
Microsoft Corporation
(MSFT)
|
2.4 |
$3.4M |
|
7.6k |
446.95 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
2.3 |
$3.2M |
|
19k |
168.79 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
2.0 |
$2.8M |
|
43k |
64.25 |
Amazon
(AMZN)
|
1.8 |
$2.5M |
|
13k |
193.25 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
1.8 |
$2.4M |
|
4.9k |
500.13 |
Ishares Tr Esg Eafe Etf
(DMXF)
|
1.7 |
$2.4M |
|
35k |
67.43 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
1.6 |
$2.3M |
|
36k |
62.87 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
1.5 |
$2.1M |
|
43k |
47.45 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.3 |
$1.8M |
|
9.8k |
182.15 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.3 |
$1.8M |
|
3.2k |
547.23 |
Alphabet Cap Stk Cl C
(GOOG)
|
1.1 |
$1.6M |
|
8.6k |
183.42 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
1.1 |
$1.5M |
|
19k |
78.78 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
1.0 |
$1.3M |
|
14k |
96.62 |
Ishares Tr Esg Msci Leadr
(SUSL)
|
0.9 |
$1.2M |
|
12k |
97.43 |
Costco Wholesale Corporation
(COST)
|
0.8 |
$1.1M |
|
1.3k |
849.99 |
Ishares Core Msci Emkt
(IEMG)
|
0.7 |
$1.0M |
|
19k |
53.53 |
NVIDIA Corporation
(NVDA)
|
0.7 |
$1.0M |
|
8.2k |
123.54 |
Edwards Lifesciences
(EW)
|
0.6 |
$861k |
|
9.3k |
92.37 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.6 |
$838k |
|
11k |
77.83 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.6 |
$823k |
|
20k |
41.53 |
Ishares Tr Egsadvncdmsci Em
(EMXF)
|
0.6 |
$794k |
|
22k |
36.69 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.6 |
$772k |
|
755.00 |
1022.73 |
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd
(VTEC)
|
0.5 |
$725k |
|
7.3k |
99.40 |
Motorola Solutions Com New
(MSI)
|
0.5 |
$705k |
|
1.8k |
386.05 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.5 |
$699k |
|
2.8k |
249.62 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.5 |
$661k |
|
33k |
19.97 |
Visa Com Cl A
(V)
|
0.5 |
$635k |
|
2.4k |
262.47 |
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.4 |
$592k |
|
10k |
57.27 |
Meta Platforms Cl A
(META)
|
0.4 |
$582k |
|
1.2k |
504.22 |
Ishares Tr Core Intl Aggr
(IAGG)
|
0.4 |
$573k |
|
12k |
49.92 |
Home Depot
(HD)
|
0.4 |
$565k |
|
1.6k |
344.24 |
Ishares Tr National Mun Etf
(MUB)
|
0.4 |
$558k |
|
5.2k |
106.55 |
Thermo Fisher Scientific
(TMO)
|
0.4 |
$552k |
|
998.00 |
553.00 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.4 |
$545k |
|
1.3k |
406.80 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.4 |
$537k |
|
2.2k |
242.10 |
Vanguard World Health Car Etf
(VHT)
|
0.4 |
$535k |
|
2.0k |
266.00 |
Stryker Corporation
(SYK)
|
0.4 |
$533k |
|
1.6k |
340.25 |
Mastercard Incorporated Cl A
(MA)
|
0.4 |
$529k |
|
1.2k |
441.16 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.4 |
$510k |
|
13k |
38.42 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.4 |
$508k |
|
4.6k |
110.35 |
UnitedHealth
(UNH)
|
0.4 |
$489k |
|
960.00 |
509.26 |
Spdr Ser Tr Spdr S&p 500 Etf
(SPYX)
|
0.3 |
$485k |
|
11k |
44.60 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$482k |
|
4.2k |
115.12 |
Ishares Tr Esg Msci Em Ldrs
(LDEM)
|
0.3 |
$439k |
|
9.7k |
45.11 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.3 |
$433k |
|
7.4k |
58.52 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.3 |
$415k |
|
16k |
26.56 |
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$387k |
|
1.9k |
202.26 |
Automatic Data Processing
(ADP)
|
0.3 |
$371k |
|
1.6k |
238.69 |
Church & Dwight
(CHD)
|
0.3 |
$366k |
|
3.5k |
103.68 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.3 |
$361k |
|
990.00 |
364.51 |
International Business Machines
(IBM)
|
0.3 |
$351k |
|
2.0k |
172.95 |
Quanta Services
(PWR)
|
0.2 |
$342k |
|
1.3k |
254.09 |
Ishares Tr Cre U S Reit Etf
(USRT)
|
0.2 |
$339k |
|
6.3k |
53.56 |
Cisco Systems
(CSCO)
|
0.2 |
$323k |
|
6.8k |
47.51 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$316k |
|
349.00 |
905.38 |
Moody's Corporation
(MCO)
|
0.2 |
$315k |
|
748.00 |
420.93 |
Texas Instruments Incorporated
(TXN)
|
0.2 |
$297k |
|
1.5k |
194.53 |
Nike CL B
(NKE)
|
0.2 |
$296k |
|
3.9k |
75.37 |
Lauder Estee Cos Cl A
(EL)
|
0.2 |
$294k |
|
2.8k |
106.40 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$293k |
|
1.3k |
218.04 |
Pepsi
(PEP)
|
0.2 |
$282k |
|
1.7k |
164.93 |
BlackRock
(BLK)
|
0.2 |
$273k |
|
347.00 |
787.32 |
Intuit
(INTU)
|
0.2 |
$273k |
|
415.00 |
657.21 |
Zebra Technologies Corporati Cl A
(ZBRA)
|
0.2 |
$270k |
|
873.00 |
308.93 |
Oracle Corporation
(ORCL)
|
0.2 |
$263k |
|
1.9k |
141.20 |
Broadcom
(AVGO)
|
0.2 |
$251k |
|
156.00 |
1605.53 |
McDonald's Corporation
(MCD)
|
0.2 |
$245k |
|
962.00 |
254.84 |
Abbott Laboratories
(ABT)
|
0.2 |
$240k |
|
2.3k |
103.91 |
Spdr Ser Tr Msci Usa Strtgic
(QUS)
|
0.2 |
$239k |
|
1.6k |
147.45 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.2 |
$238k |
|
783.00 |
303.41 |
Johnson & Johnson
(JNJ)
|
0.2 |
$234k |
|
1.6k |
146.16 |
Union Pacific Corporation
(UNP)
|
0.2 |
$232k |
|
1.0k |
226.26 |
Intercontinental Exchange
(ICE)
|
0.2 |
$230k |
|
1.7k |
136.89 |
Nushares Etf Tr Esg Large Cap
(NULC)
|
0.2 |
$220k |
|
5.0k |
43.83 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.2 |
$218k |
|
5.7k |
38.50 |
Wal-Mart Stores
(WMT)
|
0.2 |
$213k |
|
3.1k |
67.71 |
Honeywell International
(HON)
|
0.1 |
$202k |
|
945.00 |
213.54 |
Ishares Tr Msci Uk Etf New
(EWU)
|
0.1 |
$201k |
|
5.8k |
34.88 |