Vanguard Total Stock Mkt Vipers Equity
(VTI)
|
11.7 |
$13M |
|
73k |
179.47 |
Apple Equity
(AAPL)
|
9.3 |
$10M |
|
75k |
138.20 |
JPMorgan Ultra Short Income Equity
(JPST)
|
5.0 |
$5.6M |
|
111k |
50.16 |
Lincoln Electric Holdings Equity
(LECO)
|
4.6 |
$5.1M |
|
40k |
125.71 |
Invesco S&P 500 Low Volatility ETF Equity
(SPLV)
|
4.3 |
$4.8M |
|
83k |
57.84 |
Invesco FTSE RAFI US 1000 Equity
(PRF)
|
3.4 |
$3.8M |
|
27k |
138.75 |
Berkshire Hathaway Inc B Equity
(BRK.B)
|
3.1 |
$3.5M |
|
13k |
267.01 |
Invesco S&P 500 Hedged ETF Equity
(PHDG)
|
2.7 |
$3.0M |
|
87k |
33.99 |
Schwab US Broad Mkt ETF Equity
(SCHB)
|
2.5 |
$2.8M |
|
67k |
42.00 |
Invesco BulletShares 2024 High Yield Corporate Bon Equity
(BSJO)
|
2.3 |
$2.6M |
|
120k |
21.62 |
Invesco BulletShares 2025 HY Corp Bd ETF Equity
(BSJP)
|
2.3 |
$2.5M |
|
117k |
21.75 |
Qualcomm Equity
(QCOM)
|
2.3 |
$2.5M |
|
22k |
113.00 |
Vanguard Dividend Appreciation Equity
(VIG)
|
1.8 |
$2.0M |
|
15k |
135.18 |
SPDR Gold Mini ETF Equity
(GLDM)
|
1.6 |
$1.8M |
|
54k |
32.98 |
Ishares S&P Midcap Equity
(IJH)
|
1.5 |
$1.7M |
|
7.8k |
219.31 |
Vanguard Bond Index Fund Equity
(BND)
|
1.4 |
$1.6M |
|
23k |
71.33 |
Tesla Motors Equity
(TSLA)
|
1.4 |
$1.6M |
|
6.0k |
265.29 |
Vanguard S/T Corp Bond Equity
(VCSH)
|
1.4 |
$1.6M |
|
21k |
74.28 |
Sempra Energy Equity
(SRE)
|
1.4 |
$1.6M |
|
10k |
149.99 |
SPDR Developed World Ex-US ETF Equity
(SPDW)
|
1.4 |
$1.5M |
|
58k |
25.81 |
Microsoft Corp. Equity
(MSFT)
|
1.3 |
$1.5M |
|
6.2k |
232.94 |
JPMorgan Equity Premium Income ETF Equity
(JEPI)
|
1.3 |
$1.4M |
|
27k |
51.24 |
Alphabet Inc Class A Equity
(GOOGL)
|
1.2 |
$1.3M |
|
14k |
95.61 |
Exxon Mobil Corporation Equity
(XOM)
|
1.2 |
$1.3M |
|
15k |
87.30 |
Vanguard FTSE All-World Ex. US Idx Equity
(VEU)
|
1.1 |
$1.3M |
|
29k |
44.35 |
Schwab US Mid-Cap Equity
(SCHM)
|
1.1 |
$1.2M |
|
19k |
60.55 |
Costco Companies Equity
(COST)
|
1.0 |
$1.1M |
|
2.4k |
472.25 |
iShares JPM USD Emeg Mkt Bnd ETF Equity
(EMB)
|
1.0 |
$1.1M |
|
14k |
79.43 |
Schwab US Dividend Equity Equity
(SCHD)
|
0.9 |
$1.0M |
|
15k |
66.42 |
Realty Income Corp. Equity
(O)
|
0.9 |
$986k |
|
17k |
58.20 |
Vanguard FTSE Emerging Mkts Equity
(VWO)
|
0.9 |
$979k |
|
27k |
36.50 |
Amazon Equity
(AMZN)
|
0.8 |
$856k |
|
7.6k |
113.03 |
Invesco FTSE RAFI Dev Mkts Ex-US Equity
(PXF)
|
0.8 |
$851k |
|
24k |
35.09 |
Johnson & Johnson Equity
(JNJ)
|
0.8 |
$837k |
|
5.1k |
163.32 |
SPDR Total Stock Market ETF Equity
(SPTM)
|
0.7 |
$810k |
|
18k |
44.11 |
IShares TIPS Bond Equity
(TIP)
|
0.7 |
$802k |
|
7.6k |
104.88 |
IShares S&P Smallcap Equity
(IJR)
|
0.7 |
$737k |
|
8.5k |
87.19 |
Wells Fargo & Co New Perp PFD Cnv L Equity
(WFC.PL)
|
0.6 |
$714k |
|
593.00 |
1204.05 |
Amgen Equity
(AMGN)
|
0.6 |
$697k |
|
3.1k |
225.42 |
Novo-Nordisk A-S Equity
(NVO)
|
0.6 |
$687k |
|
6.9k |
99.57 |
SPDR S&P Dividend Equity
(SDY)
|
0.6 |
$632k |
|
5.7k |
111.50 |
IShares Core S&P Total US Stock Mkt Equity
(ITOT)
|
0.6 |
$614k |
|
7.7k |
79.57 |
Southern Equity
(SO)
|
0.5 |
$609k |
|
9.0k |
67.97 |
SPDR MSCI ACWI Ex-US ETF Equity
(CWI)
|
0.5 |
$609k |
|
29k |
21.22 |
Schwab US TIPS ETF Equity
(SCHP)
|
0.5 |
$598k |
|
12k |
51.79 |
Bio-Rad Laboratories Equity
(BIO)
|
0.5 |
$592k |
|
1.4k |
416.90 |
CVS Health Equity
(CVS)
|
0.5 |
$582k |
|
6.1k |
95.33 |
SPDR Trust 1 Equity
(SPY)
|
0.5 |
$543k |
|
1.5k |
357.47 |
Bank Of New York Mellon Equity
(BK)
|
0.5 |
$537k |
|
14k |
38.54 |
Home Depot Equity
(HD)
|
0.5 |
$520k |
|
1.9k |
275.72 |
American States Water Equity
(AWR)
|
0.5 |
$519k |
|
6.7k |
77.93 |
Vanguard I/T Corp Bond Equity
(VCIT)
|
0.5 |
$514k |
|
6.8k |
75.74 |
Vanguard Inter Govt Bond ETF Equity
(VGIT)
|
0.5 |
$501k |
|
8.6k |
58.36 |
IShares DJ Select Div Index Equity
(DVY)
|
0.4 |
$479k |
|
4.5k |
107.28 |
AbbVie Equity
(ABBV)
|
0.4 |
$438k |
|
3.3k |
134.07 |
Invesco S&P 500 Equal Weight ETF Equity
(RSP)
|
0.4 |
$419k |
|
3.3k |
127.24 |
Vanguard S&P 500 Etf Equity
(VOO)
|
0.4 |
$415k |
|
1.3k |
328.32 |
Invesco 2023 HY Bulletshares Equity
|
0.4 |
$390k |
|
17k |
22.79 |
SPDR Mid Cap Equity
(SPMD)
|
0.4 |
$389k |
|
10k |
38.53 |
Mondelez Intl Equity
(MDLZ)
|
0.3 |
$375k |
|
6.8k |
54.76 |
Proctor & Gamble Equity
(PG)
|
0.3 |
$370k |
|
2.9k |
126.11 |
Verizon Communications Equity
(VZ)
|
0.3 |
$360k |
|
9.5k |
38.02 |
Merck & Co. Equity
(MRK)
|
0.3 |
$352k |
|
4.1k |
86.04 |
Chevron Corp Equity
(CVX)
|
0.3 |
$350k |
|
2.4k |
143.62 |
Alphabet Inc Class C Equity
(GOOG)
|
0.3 |
$350k |
|
3.6k |
96.15 |
Eaton Vance Tax Mgd Global Eq Equity
(EXG)
|
0.3 |
$347k |
|
48k |
7.25 |
Adobe Systems Equity
(ADBE)
|
0.3 |
$327k |
|
1.2k |
274.79 |
Lockheed Martin Corp Equity
(LMT)
|
0.3 |
$324k |
|
839.00 |
386.17 |
Schwab Intermediate Term Treasury Equity
(SCHR)
|
0.3 |
$314k |
|
6.4k |
49.19 |
Invesco QQQ Trust Equity
(QQQ)
|
0.3 |
$312k |
|
1.2k |
267.58 |
Invesco Emer Mkts Sovereign Debt Equity
(PCY)
|
0.3 |
$309k |
|
18k |
16.95 |
Bank Of America Pfd E Equity
(BAC.PE)
|
0.3 |
$295k |
|
15k |
19.40 |
AT&T Corp. Equity
(T)
|
0.3 |
$294k |
|
19k |
15.31 |
Bank Of America Corp Equity
(BAC)
|
0.3 |
$289k |
|
9.6k |
30.19 |
Applied Materials Equity
(AMAT)
|
0.3 |
$284k |
|
3.5k |
82.06 |
Vanguard Growth Equity
(VUG)
|
0.2 |
$261k |
|
1.2k |
213.58 |
Schwab Emerg Mkt Equity Equity
(SCHE)
|
0.2 |
$261k |
|
12k |
22.44 |
Intuitive Surgical Equity
(ISRG)
|
0.2 |
$259k |
|
1.4k |
187.68 |
Boeing Corp. Equity
(BA)
|
0.2 |
$259k |
|
2.1k |
121.03 |
Pepsico Equity
(PEP)
|
0.2 |
$250k |
|
1.5k |
163.51 |
Coca-Cola Equity
(KO)
|
0.2 |
$233k |
|
4.2k |
56.01 |
Automatic Data Processing Equity
(ADP)
|
0.2 |
$225k |
|
995.00 |
226.13 |
Ishares Trust Lehman Aggregate Bd Equity
(AGG)
|
0.2 |
$224k |
|
2.3k |
96.47 |
Mastercard Equity
(MA)
|
0.2 |
$220k |
|
775.00 |
283.87 |
Hershey Foods Corp Equity
(HSY)
|
0.2 |
$220k |
|
1.0k |
220.00 |
iShares Short-Term National Muni Bond Equity
(SUB)
|
0.2 |
$220k |
|
2.1k |
102.56 |
Novozymes A/S Ord B Equity
(NVZMF)
|
0.2 |
$215k |
|
4.3k |
50.59 |