Vanguard FTSE Developed Markets ETF cs
(VEA)
|
9.1 |
$40M |
|
1.0M |
38.79 |
iShares Core S&P 500 cs
(IVV)
|
6.6 |
$29M |
|
93k |
309.69 |
Apple cs
(AAPL)
|
5.9 |
$26M |
|
71k |
364.80 |
iShares Core S&P Mid-Cap cs
(IJH)
|
4.6 |
$20M |
|
113k |
177.82 |
iShares Core S&P Small-Cap cs
(IJR)
|
3.9 |
$17M |
|
248k |
68.29 |
Amazon.com cs
(AMZN)
|
3.4 |
$15M |
|
5.4k |
2758.77 |
Vanguard FTSE Emerging Markets ETF cs
(VWO)
|
3.4 |
$15M |
|
370k |
39.61 |
Microsoft Corp cs
(MSFT)
|
3.2 |
$14M |
|
68k |
203.51 |
Vanguard REIT ETF cs
(VNQ)
|
2.7 |
$12M |
|
149k |
78.53 |
Alphabet Inc A cs
(GOOGL)
|
2.7 |
$12M |
|
8.2k |
1418.04 |
NextEra Energy cs
(NEE)
|
2.0 |
$8.8M |
|
37k |
240.17 |
PayPal Holdings cs
(PYPL)
|
2.0 |
$8.7M |
|
50k |
174.24 |
iShares Core MSCI Intl Developed Mkts ETF cs
(IDEV)
|
2.0 |
$8.7M |
|
170k |
51.11 |
Visa Inc Class A cs
(V)
|
2.0 |
$8.7M |
|
45k |
193.18 |
Schwab International Equity ETF cs
(SCHF)
|
2.0 |
$8.5M |
|
287k |
29.75 |
Sherwin-Williams cs
(SHW)
|
2.0 |
$8.5M |
|
15k |
577.84 |
iShares iBoxx $ Investment Grade Corporate Bond ETF cs
(LQD)
|
1.9 |
$8.3M |
|
62k |
134.50 |
Amgen cs
(AMGN)
|
1.6 |
$7.1M |
|
30k |
235.87 |
Estee Lauder Companies Inc Class A cs
(EL)
|
1.6 |
$7.0M |
|
37k |
188.67 |
Adobe Systems cs
(ADBE)
|
1.6 |
$7.0M |
|
16k |
435.33 |
Broadridge Financial Solutions cs
(BR)
|
1.5 |
$6.6M |
|
52k |
126.19 |
Starbucks Corp cs
(SBUX)
|
1.5 |
$6.5M |
|
88k |
73.59 |
Lockheed Martin Corp cs
(LMT)
|
1.4 |
$6.0M |
|
16k |
364.90 |
Nike Inc B cs
(NKE)
|
1.3 |
$5.8M |
|
59k |
98.06 |
Walt Disney cs
(DIS)
|
1.3 |
$5.7M |
|
52k |
111.51 |
Vanguard 500 ETF cs
(VOO)
|
1.3 |
$5.6M |
|
20k |
283.45 |
Costco Wholesale Corp cs
(COST)
|
1.3 |
$5.5M |
|
18k |
303.22 |
Honeywell International cs
(HON)
|
1.3 |
$5.5M |
|
38k |
144.58 |
Zoetis cs
(ZTS)
|
1.2 |
$5.4M |
|
39k |
137.04 |
Verizon Communications cs
(VZ)
|
1.2 |
$5.2M |
|
95k |
55.13 |
Iqvia Hldgs cs
(IQV)
|
1.0 |
$4.2M |
|
29k |
141.88 |
United Parcel Service Inc Class B cs
(UPS)
|
0.9 |
$4.1M |
|
37k |
111.17 |
Illumina cs
(ILMN)
|
0.9 |
$3.8M |
|
10k |
370.31 |
Johnson & Johnson cs
(JNJ)
|
0.8 |
$3.6M |
|
26k |
140.63 |
Lowes Companies cs
(LOW)
|
0.8 |
$3.6M |
|
26k |
135.14 |
CVS Health Corp cs
(CVS)
|
0.8 |
$3.5M |
|
54k |
64.97 |
SPDR S&P Emerging Markets ETF cs
(SPEM)
|
0.8 |
$3.3M |
|
98k |
33.46 |
Amerco cs
(UHAL)
|
0.7 |
$3.1M |
|
10k |
302.16 |
Electronic Arts cs
(EA)
|
0.7 |
$3.1M |
|
24k |
132.05 |
CarMax cs
(KMX)
|
0.7 |
$3.1M |
|
34k |
89.56 |
iShares Russell Mid-Cap Growth ETF cs
(IWP)
|
0.7 |
$3.0M |
|
19k |
158.11 |
Marriott International cs
(MAR)
|
0.7 |
$3.0M |
|
35k |
85.74 |
Discover Financial Services cs
(DFS)
|
0.7 |
$2.9M |
|
58k |
50.09 |
Watsco cs
(WSO)
|
0.6 |
$2.6M |
|
15k |
177.72 |
Schwab US Small-Cap ETF cs
(SCHA)
|
0.5 |
$2.4M |
|
36k |
65.35 |
TFS Financial Corp cs
(TFSL)
|
0.5 |
$2.3M |
|
163k |
14.31 |
Cognizant Technology Solutions Corp A cs
(CTSH)
|
0.5 |
$2.3M |
|
41k |
56.82 |
F5 Networks cs
(FFIV)
|
0.5 |
$2.3M |
|
16k |
139.46 |
iShares Russell 2000 cs
(IWM)
|
0.5 |
$2.2M |
|
15k |
143.15 |
Sysco Corp cs
(SYY)
|
0.5 |
$2.1M |
|
38k |
54.65 |
NVR cs
(NVR)
|
0.5 |
$2.0M |
|
615.00 |
3258.54 |
Cisco Systems cs
(CSCO)
|
0.5 |
$2.0M |
|
43k |
46.65 |
iShares 7-10 Year Treasury Bond ETF cs
(IEF)
|
0.4 |
$1.9M |
|
16k |
121.87 |
Schwab US Mid-Cap ETF cs
(SCHM)
|
0.4 |
$1.8M |
|
35k |
52.63 |
FireEye cs
|
0.4 |
$1.8M |
|
146k |
12.18 |
HollyFrontier Corp cs
|
0.4 |
$1.6M |
|
56k |
29.20 |
Williams-Sonoma cs
(WSM)
|
0.4 |
$1.6M |
|
20k |
81.98 |
C.H. Robinson Worldwide cs
(CHRW)
|
0.4 |
$1.6M |
|
20k |
79.07 |
Accenture PLC A cs
(ACN)
|
0.3 |
$1.5M |
|
6.8k |
214.71 |
Alexion Pharmaceuticals cs
|
0.3 |
$1.5M |
|
13k |
112.20 |
Bright Horizons Family Solutions cs
(BFAM)
|
0.3 |
$1.4M |
|
12k |
117.19 |
Colgate-Palmolive cs
(CL)
|
0.3 |
$1.4M |
|
19k |
73.23 |
iShares ESG MSCI USA ETF cs
(ESGU)
|
0.3 |
$1.2M |
|
17k |
70.02 |
Qualcomm cs
(QCOM)
|
0.3 |
$1.1M |
|
13k |
91.18 |
Eli Lilly and cs
(LLY)
|
0.3 |
$1.1M |
|
6.8k |
164.22 |
Berkshire Hathaway Inc B cs
(BRK.B)
|
0.2 |
$1.1M |
|
6.0k |
178.58 |
iShares Russell 1000 cs
(IWB)
|
0.2 |
$893k |
|
5.2k |
171.70 |
iShares MSCI EAFE ESG Optimized ETF cs
(ESGD)
|
0.2 |
$859k |
|
14k |
60.61 |
New Relic cs
|
0.2 |
$762k |
|
11k |
68.91 |
Schwab US Large-Cap ETF cs
(SCHX)
|
0.2 |
$760k |
|
10k |
74.15 |
VF Corp cs
(VFC)
|
0.2 |
$749k |
|
12k |
60.93 |
Chevron Corp cs
(CVX)
|
0.1 |
$642k |
|
7.2k |
89.28 |
JPMorgan Chase & Co cs
(JPM)
|
0.1 |
$616k |
|
6.5k |
94.10 |
Schwab US REIT ETF cs
(SCHH)
|
0.1 |
$560k |
|
16k |
35.21 |
Schwab Intermediate-Term US Trs ETF cs
(SCHR)
|
0.1 |
$521k |
|
8.9k |
58.79 |
Gilead Sciences cs
(GILD)
|
0.1 |
$484k |
|
6.3k |
76.90 |
US Bancorp cs
(USB)
|
0.1 |
$478k |
|
13k |
36.86 |
iShares ESG USD Corporate Bond ETF cs
(SUSC)
|
0.1 |
$441k |
|
16k |
27.65 |
iShares MSCI USA Sml-Cp ESG Optmzd ETF cs
(ESML)
|
0.1 |
$440k |
|
18k |
25.09 |
Intel Corp cs
(INTC)
|
0.1 |
$375k |
|
6.3k |
59.84 |
Home Depot cs
(HD)
|
0.1 |
$366k |
|
1.5k |
250.17 |
Vanguard Intermediate-Term Corp Bd ETF cs
(VCIT)
|
0.1 |
$346k |
|
3.6k |
95.08 |
iShares Morningstar Large-Cap Growth ETF cs
(ILCG)
|
0.1 |
$343k |
|
1.5k |
234.29 |
iShares ESG MSCI EM ETF cs
(ESGE)
|
0.1 |
$334k |
|
10k |
32.05 |
Vanguard Growth ETF cs
(VUG)
|
0.1 |
$305k |
|
1.5k |
201.99 |
Ishares Cohen & Steers REIT ETF cs
(ICF)
|
0.1 |
$305k |
|
3.0k |
100.76 |
Facebook Inc A cs
(META)
|
0.1 |
$299k |
|
1.3k |
226.86 |
PepsiCo cs
(PEP)
|
0.1 |
$282k |
|
2.1k |
132.08 |
Boeing cs
(BA)
|
0.1 |
$280k |
|
1.5k |
183.25 |
Vanguard FTSE All World Ex-US ETF cs
(VEU)
|
0.1 |
$274k |
|
5.8k |
47.53 |
Vanguard Small-Cap ETF cs
(VB)
|
0.1 |
$274k |
|
1.9k |
145.51 |
Berkshire Hat A 100th cs
|
0.1 |
$267k |
|
100.00 |
2670.00 |
Coca-Cola cs
(KO)
|
0.1 |
$265k |
|
5.9k |
44.64 |
Spdr S&p 500 Etf cs
(SPY)
|
0.1 |
$253k |
|
822.00 |
307.79 |
American States Water cs
(AWR)
|
0.1 |
$253k |
|
3.2k |
78.55 |
Haverty Furniture Companies cs
(HVT)
|
0.1 |
$241k |
|
15k |
15.98 |
Clorox cs
(CLX)
|
0.1 |
$232k |
|
1.1k |
219.70 |
Retail Properties of America cs
|
0.0 |
$141k |
|
19k |
7.33 |