Vanguard Total U.S. Stock Market Fund Total Stk Mkt
(VTI)
|
37.0 |
$251M |
|
1.2M |
204.10 |
Vanguard Value Index Fund Value ETF
(VTV)
|
18.3 |
$124M |
|
898k |
138.11 |
Vanguard REIT Index Fund Reit Etf
(VNQ)
|
13.1 |
$89M |
|
1.1M |
83.04 |
Vanguard Growth Index Fund Growth ETF
(VUG)
|
10.0 |
$68M |
|
272k |
249.44 |
Vanguard Small Cap Index Fund Small Cp ETF
(VB)
|
8.5 |
$58M |
|
305k |
189.56 |
Schwab U.S. Broad Market Fund US Brd Mkt ETF
(SCHB)
|
1.5 |
$10M |
|
209k |
47.85 |
Microsoft Corporation
(MSFT)
|
1.1 |
$7.6M |
|
27k |
288.30 |
Apple
(AAPL)
|
0.9 |
$6.4M |
|
39k |
164.90 |
SPDRs - S&P 500 Index Fund Tr Unit
(SPY)
|
0.9 |
$5.8M |
|
14k |
409.39 |
DFA U.S. Core Equity 2 Fund US Core Equity 2
(DFAC)
|
0.7 |
$4.6M |
|
179k |
25.48 |
Starbucks Corporation
(SBUX)
|
0.5 |
$3.5M |
|
34k |
104.13 |
Vanguard S&P 500 ETF S&p 500 Etf Shs
(VOO)
|
0.5 |
$3.1M |
|
8.3k |
376.08 |
Schwab U.S. REIT Fund Us Reit Etf
(SCHH)
|
0.4 |
$2.9M |
|
148k |
19.50 |
iShares Russell 1000 Growth Index Fund Russell1000GRW ETF
(IWF)
|
0.3 |
$2.1M |
|
8.6k |
244.33 |
Nike
(NKE)
|
0.3 |
$2.0M |
|
16k |
122.64 |
Vanguard Int'l REIT Index Fund Glb EX US ETF
(VNQI)
|
0.3 |
$1.9M |
|
47k |
40.57 |
iShares Russell 1000 Value Index Fund Russell1000VAL
(IWD)
|
0.2 |
$1.5M |
|
9.6k |
152.26 |
Vanguard ESG International Stock ETF Esg Intl Stk ETF
(VSGX)
|
0.2 |
$1.5M |
|
28k |
52.36 |
iShares Core S&P 500 Core S&P 500 ETF
(IVV)
|
0.2 |
$1.4M |
|
3.5k |
411.06 |
Vanguard Large Cap Large Cap ETF
(VV)
|
0.2 |
$1.4M |
|
7.4k |
186.81 |
Berkshire Hathaway Cl B Class B
(BRK.A)
|
0.2 |
$1.3M |
|
4.1k |
308.77 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$1.2M |
|
2.5k |
496.87 |
Avantis Responsible US Equity Fund Avantis Respon U
(AVSU)
|
0.2 |
$1.2M |
|
24k |
48.30 |
Portland General Electric Company
(POR)
|
0.2 |
$1.1M |
|
22k |
48.89 |
Stryker Corporation
(SYK)
|
0.1 |
$955k |
|
3.3k |
285.47 |
Ishares Tr Russell Russell3000ETF
(IWV)
|
0.1 |
$948k |
|
4.0k |
235.41 |
Johnson & Johnson
(JNJ)
|
0.1 |
$922k |
|
5.9k |
155.00 |
Intel Corporation
(INTC)
|
0.1 |
$845k |
|
26k |
32.67 |
Amazon
(AMZN)
|
0.1 |
$842k |
|
8.2k |
103.29 |
iShares Russell 2000 Index Fund Russell2000ETF
(IWM)
|
0.1 |
$786k |
|
4.4k |
178.39 |
iShares International Treasury Fund Intl Trea BD ETF
(IGOV)
|
0.1 |
$780k |
|
19k |
40.21 |
Pacific West Bancorp
(PWBK)
|
0.1 |
$775k |
|
72k |
10.80 |
Air Products & Chemicals
(APD)
|
0.1 |
$744k |
|
2.6k |
287.21 |
Vanguard Tax-Exempt Bond ETF Total Int BD ETF
(VTEB)
|
0.1 |
$741k |
|
15k |
50.66 |
Enovix Corp
(ENVX)
|
0.1 |
$733k |
|
49k |
14.91 |
Schwab U.S. Large Cap Value Fund US Lcap VA ETF
(SCHV)
|
0.1 |
$705k |
|
11k |
65.58 |
Schwab U.S. Small Cap Fund US Sml Capt ETF
(SCHA)
|
0.1 |
$702k |
|
17k |
41.93 |
Schwab Int-Term U.S. TSY Fund Interm Trm Tres
(SCHR)
|
0.1 |
$680k |
|
14k |
50.43 |
Southern Company
(SO)
|
0.1 |
$630k |
|
9.1k |
69.58 |
Schwab U.S. TIPS Fund Us Tips Etf
(SCHP)
|
0.1 |
$629k |
|
12k |
53.61 |
iShares Core S&P Total US Stock Mkt ETF Core S&P TTL STK
(ITOT)
|
0.1 |
$596k |
|
6.6k |
90.55 |
iShares MSCI USA Min Msci Usa Min Vol
(USMV)
|
0.1 |
$535k |
|
7.4k |
72.74 |
iShares Core S&P Small-Cap ETF Core S&P SCP ETF
(IJR)
|
0.1 |
$530k |
|
5.5k |
96.70 |
iShares Russell Microcap Index Fund Rssl Mcrcp Idx
(IWC)
|
0.1 |
$527k |
|
5.0k |
104.51 |
Vanguard Div Apprciation Div App ETF
(VIG)
|
0.1 |
$519k |
|
3.4k |
154.01 |
DFA Tax-Managed US Marketwide Value II US Mktwide Value
(DFUV)
|
0.1 |
$512k |
|
15k |
33.48 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.1 |
$510k |
|
1.6k |
320.93 |
Tesla Motors
(TSLA)
|
0.1 |
$504k |
|
2.4k |
207.46 |
Chevron Corporation
(CVX)
|
0.1 |
$498k |
|
3.1k |
163.15 |
Google Inc Class C Cap Stk Cl C
(GOOG)
|
0.1 |
$453k |
|
4.4k |
104.00 |
Fiserv
(FI)
|
0.1 |
$452k |
|
4.0k |
113.03 |
Target Corporation
(TGT)
|
0.1 |
$435k |
|
2.6k |
165.63 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$432k |
|
3.3k |
130.31 |
On Holding AG Ord Class A Namen Akt A
(ONON)
|
0.1 |
$419k |
|
14k |
31.03 |
iShares Barclays 3-7 Yr TSY Bond Fund Barclys 3-7 YR
(IEI)
|
0.1 |
$398k |
|
3.4k |
117.65 |
ZeroFox Holdings
(ZFOX)
|
0.1 |
$388k |
|
265k |
1.46 |
SPDR S&P Dividend Fund S&P Divid ETF
(SDY)
|
0.1 |
$378k |
|
3.1k |
123.71 |
iShares MSCI EAFE Index Fund Msci Eafe Etf
(EFA)
|
0.1 |
$378k |
|
5.3k |
71.52 |
Ishares Trust S&p Smallcap 600/barra Value Index F Sp Smcp600vl Etf
(IJS)
|
0.1 |
$373k |
|
4.0k |
93.59 |
United Parcel Service
(UPS)
|
0.1 |
$373k |
|
1.9k |
193.99 |
Vanguard Whitehall - High Div Yield ETF High Div Yld
(VYM)
|
0.0 |
$339k |
|
3.2k |
105.49 |
Avantis International Equity Fund Intl EQT ETF
(AVDE)
|
0.0 |
$321k |
|
5.6k |
57.03 |
Google Inc Class A Cap Stk Cl A
(GOOGL)
|
0.0 |
$320k |
|
3.1k |
103.73 |
Paragon 28
(FNA)
|
0.0 |
$316k |
|
19k |
17.07 |
Exxon Mobil Corporation
(XOM)
|
0.0 |
$306k |
|
2.8k |
109.66 |
UnitedHealth
(UNH)
|
0.0 |
$300k |
|
635.00 |
472.59 |
First Trust Rising Dividend Achiev ETF Risng Divd Achiv
(RDVY)
|
0.0 |
$296k |
|
6.6k |
44.87 |
Union Pacific Corporation
(UNP)
|
0.0 |
$292k |
|
1.5k |
201.26 |
Schwab International Small Cap Fund Intl Sceqt ETF
(SCHC)
|
0.0 |
$287k |
|
8.5k |
33.71 |
Bank of America Corporation
(BAC)
|
0.0 |
$285k |
|
10k |
28.60 |
Pepsi
(PEP)
|
0.0 |
$279k |
|
1.5k |
182.30 |
iShares Russell 1000 ETF S&p 1000 Etf
(IWB)
|
0.0 |
$277k |
|
1.2k |
225.23 |
Vanguard Small Cap Value Fund Sm Cp Val ETF
(VBR)
|
0.0 |
$277k |
|
1.7k |
158.79 |
International Business Machines
(IBM)
|
0.0 |
$270k |
|
2.1k |
131.11 |
iShares Barclays TIP Bond Fund Barclys TIPS Bd
(TIP)
|
0.0 |
$259k |
|
2.4k |
110.25 |
iShares Global Tech Fund Global Tech ETF
(IXN)
|
0.0 |
$255k |
|
4.7k |
54.36 |
Northwest Natural Holdin
(NWN)
|
0.0 |
$254k |
|
5.3k |
47.56 |
Schwab International Equity Fund Intl Eqty ETF
(SCHF)
|
0.0 |
$252k |
|
7.2k |
34.80 |
Lowe's Companies
(LOW)
|
0.0 |
$250k |
|
1.3k |
199.97 |
Nucor Corporation
(NUE)
|
0.0 |
$247k |
|
1.6k |
154.47 |
iShares Global Glob Hlthcre ETF
(IXJ)
|
0.0 |
$246k |
|
3.0k |
83.36 |
Vanguard Total World Stock Index TT Wrld St ETF
(VT)
|
0.0 |
$230k |
|
2.5k |
92.10 |
iShares Russell Midcap Growth Rus Md Cp Gr ETF
(IWP)
|
0.0 |
$211k |
|
2.3k |
91.05 |
Jacobs Engineering Group
(J)
|
0.0 |
$210k |
|
1.8k |
117.50 |
Absci Corp
(ABSI)
|
0.0 |
$154k |
|
88k |
1.75 |
ATI Physical Therapy Class A Ord Com Cl A
|
0.0 |
$4.7k |
|
19k |
0.25 |