Vanguard Total Stock Market ETF
(VTI)
|
13.5 |
$18M |
|
78k |
227.67 |
Apple
(AAPL)
|
9.5 |
$12M |
|
71k |
174.60 |
J P Morgan Exchange Traded F ultra shrt
(JPST)
|
5.1 |
$6.8M |
|
135k |
50.27 |
Invesco S&p 500 Low Volatility Etf
(SPLV)
|
4.5 |
$6.0M |
|
89k |
67.09 |
Invesco Exchange Traded Fd T ftse rafi 1000
(PRF)
|
4.1 |
$5.3M |
|
31k |
170.87 |
Berkshire Hathaway
(BRK.B)
|
3.8 |
$4.9M |
|
14k |
352.88 |
Schwab U S Broad Market ETF
(SCHB)
|
3.3 |
$4.4M |
|
82k |
53.39 |
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy
|
2.7 |
$3.5M |
|
154k |
22.91 |
Invesco S&p 500a Downside Hedged Etf etf
(PHDG)
|
2.6 |
$3.4M |
|
93k |
36.14 |
Qualcomm
(QCOM)
|
2.5 |
$3.3M |
|
22k |
152.84 |
Inv Bulletshs 2024 Etf etf/closed end-
(BSJO)
|
2.3 |
$3.1M |
|
128k |
23.82 |
Spdr Gold Minishares Trust
(GLDM)
|
1.7 |
$2.2M |
|
57k |
38.47 |
iShares S&P MidCap 400 Index
(IJH)
|
1.7 |
$2.2M |
|
8.1k |
268.37 |
Alphabet Inc Class A cs
(GOOGL)
|
1.6 |
$2.1M |
|
762.00 |
2779.53 |
Vanguard Dividend Appreciation ETF
(VIG)
|
1.6 |
$2.1M |
|
13k |
162.15 |
SPDR S&P World ex-US
(SPDW)
|
1.5 |
$1.9M |
|
56k |
34.29 |
Tesla Motors
(TSLA)
|
1.4 |
$1.8M |
|
1.7k |
1077.65 |
Vanguard Short Term Corporate Bond ETF
(VCSH)
|
1.3 |
$1.7M |
|
22k |
78.09 |
Microsoft Corporation
(MSFT)
|
1.3 |
$1.7M |
|
5.6k |
308.34 |
Vanguard FTSE All-World ex-US ETF
(VEU)
|
1.3 |
$1.7M |
|
29k |
57.60 |
Sch Us Mid-cap Etf etf
(SCHM)
|
1.3 |
$1.7M |
|
22k |
75.84 |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF
(EMB)
|
1.2 |
$1.5M |
|
16k |
97.74 |
Realty Income
(O)
|
1.0 |
$1.3M |
|
19k |
69.28 |
Schwab Strategic Tr us dividend eq
(SCHD)
|
1.0 |
$1.3M |
|
17k |
78.88 |
Amazon
(AMZN)
|
1.0 |
$1.3M |
|
398.00 |
3256.28 |
Vanguard Total Bond Market ETF
(BND)
|
1.0 |
$1.3M |
|
16k |
79.57 |
Invesco Ftse Rafi Dev etf - e
(PXF)
|
1.0 |
$1.3M |
|
27k |
46.14 |
Johnson & Johnson
(JNJ)
|
0.9 |
$1.2M |
|
6.9k |
177.21 |
Vanguard Emerging Markets ETF
(VWO)
|
0.9 |
$1.2M |
|
26k |
46.14 |
J P Morgan Exchange-traded F
(JEPI)
|
0.9 |
$1.2M |
|
20k |
61.40 |
Spdr Series Trust dj ttl mkt etf
(SPTM)
|
0.8 |
$1.1M |
|
19k |
55.60 |
iShares Barclays TIPS Bond Fund
(TIP)
|
0.7 |
$942k |
|
7.6k |
124.55 |
iShares S&P SmallCap 600 Index
(IJR)
|
0.7 |
$938k |
|
8.7k |
107.85 |
Exxon Mobil Corporation
(XOM)
|
0.7 |
$908k |
|
11k |
82.57 |
SPDR MSCI ACWI ex-US
(CWI)
|
0.7 |
$871k |
|
32k |
27.53 |
Vanguard Sht Term Govt Bond ETF
(VGSH)
|
0.6 |
$851k |
|
14k |
59.23 |
Wells Fargo & Company Non-cum Perpet cnv
(WFC.PL)
|
0.6 |
$844k |
|
637.00 |
1324.96 |
iShares S&P 1500 Index Fund
(ITOT)
|
0.6 |
$807k |
|
8.0k |
100.90 |
Bio-Rad Laboratories
(BIO)
|
0.6 |
$800k |
|
1.4k |
563.38 |
Novo Nordisk A/S
(NVO)
|
0.6 |
$766k |
|
6.9k |
111.01 |
Schwab Strategic Tr 0
(SCHP)
|
0.6 |
$745k |
|
12k |
60.74 |
Bank of New York Mellon Corporation
(BK)
|
0.6 |
$723k |
|
15k |
49.63 |
Spdr S&p 500 Etf
(SPY)
|
0.5 |
$686k |
|
1.5k |
451.91 |
CVS Caremark Corporation
(CVS)
|
0.5 |
$653k |
|
6.4k |
101.27 |
Vanguard Intermediate Tm Cpte Bd ETF
(VCIT)
|
0.5 |
$640k |
|
7.4k |
85.98 |
Vanguard S&p 500 Etf idx
(VOO)
|
0.5 |
$630k |
|
1.5k |
415.02 |
Home Depot
(HD)
|
0.5 |
$609k |
|
2.0k |
299.41 |
Amgen
(AMGN)
|
0.4 |
$589k |
|
2.4k |
241.99 |
Abbvie
(ABBV)
|
0.4 |
$581k |
|
3.6k |
162.20 |
Eaton Vance Tax-Managed Global Dive Eq
(EXG)
|
0.4 |
$570k |
|
59k |
9.70 |
Adobe Systems Incorporated
(ADBE)
|
0.4 |
$553k |
|
1.2k |
455.89 |
Vanguard Intmdte Tm Govt Bd ETF
(VGIT)
|
0.4 |
$548k |
|
8.7k |
62.97 |
Procter & Gamble Company
(PG)
|
0.4 |
$543k |
|
3.6k |
152.87 |
Invesco Exch Trd Slf Idx Fd bulshs 2023 hy
|
0.4 |
$536k |
|
22k |
24.49 |
Alphabet Inc Class C cs
(GOOG)
|
0.4 |
$517k |
|
185.00 |
2794.59 |
SPDR DJ Wilshire Mid Cap
(SPMD)
|
0.4 |
$489k |
|
10k |
47.17 |
Costco Wholesale Corporation
(COST)
|
0.4 |
$480k |
|
833.00 |
576.23 |
Intuitive Surgical
(ISRG)
|
0.4 |
$477k |
|
1.6k |
301.90 |
Verizon Communications
(VZ)
|
0.4 |
$464k |
|
9.1k |
50.95 |
Mondelez Int
(MDLZ)
|
0.4 |
$464k |
|
7.4k |
62.80 |
Chevron Corporation
(CVX)
|
0.3 |
$454k |
|
2.8k |
162.67 |
Invesco S&p 500 Equal Weight Etf
(RSP)
|
0.3 |
$432k |
|
2.7k |
157.55 |
Applied Materials
(AMAT)
|
0.3 |
$424k |
|
3.2k |
131.76 |
Schwab Emerging Markets Equity ETF
(SCHE)
|
0.3 |
$412k |
|
15k |
27.79 |
Pacer Fds Tr trendpilot us bd
(PTBD)
|
0.3 |
$407k |
|
17k |
24.30 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.3 |
$404k |
|
1.1k |
362.66 |
Invesco Emerging Markets S etf
(PCY)
|
0.3 |
$396k |
|
18k |
22.61 |
Schwab Strategic Tr intrm trm
(SCHR)
|
0.3 |
$393k |
|
7.4k |
53.27 |
SPDR S&P Dividend
(SDY)
|
0.3 |
$374k |
|
2.9k |
128.17 |
Bank Of America Corp Pfd Per1/
(BAC.PE)
|
0.3 |
$357k |
|
16k |
22.42 |
Merck & Co
(MRK)
|
0.3 |
$348k |
|
4.2k |
82.02 |
Facebook Inc cl a
(META)
|
0.3 |
$336k |
|
1.5k |
222.08 |
Vanguard Russell 1000 Value Et
(VONV)
|
0.2 |
$325k |
|
4.5k |
72.85 |
Pepsi
(PEP)
|
0.2 |
$321k |
|
1.9k |
167.19 |
Bank of America Corporation
(BAC)
|
0.2 |
$316k |
|
7.7k |
41.28 |
Sempra Energy
(SRE)
|
0.2 |
$311k |
|
1.9k |
168.11 |
Pfizer
(PFE)
|
0.2 |
$302k |
|
5.8k |
51.75 |
Novozymes A/s Shs B for
(NVZMF)
|
0.2 |
$293k |
|
4.3k |
68.94 |
MasterCard Incorporated
(MA)
|
0.2 |
$291k |
|
813.00 |
357.93 |
iShares Lehman Aggregate Bond
(AGG)
|
0.2 |
$271k |
|
2.5k |
106.95 |
iShares Dow Jones US Home Const.
(ITB)
|
0.2 |
$243k |
|
4.1k |
59.24 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$242k |
|
3.3k |
72.89 |
At&t
(T)
|
0.2 |
$231k |
|
9.8k |
23.58 |
Coca-Cola Company
(KO)
|
0.2 |
$226k |
|
3.6k |
62.05 |
iShares Dow Jones Select Dividend
(DVY)
|
0.2 |
$220k |
|
1.7k |
128.28 |
General Electric
(GE)
|
0.2 |
$216k |
|
2.4k |
91.49 |
Cisco Systems
(CSCO)
|
0.2 |
$214k |
|
3.8k |
55.82 |
Philip Morris International
(PM)
|
0.2 |
$213k |
|
2.3k |
94.12 |
Automatic Data Processing
(ADP)
|
0.2 |
$212k |
|
933.00 |
227.22 |
Lowe's Companies
(LOW)
|
0.2 |
$211k |
|
1.0k |
202.11 |
Boeing Company
(BA)
|
0.2 |
$201k |
|
1.0k |
191.79 |