Spdr Ser Tr Portfolio S&p500
(SPLG)
|
5.9 |
$6.2M |
|
132k |
46.87 |
Apple
(AAPL)
|
4.0 |
$4.2M |
|
31k |
134.76 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
3.8 |
$4.0M |
|
46k |
88.47 |
Microsoft Corporation
(MSFT)
|
3.2 |
$3.4M |
|
14k |
239.22 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
3.1 |
$3.3M |
|
44k |
73.97 |
Costco Wholesale Corporation
(COST)
|
2.9 |
$3.0M |
|
6.2k |
485.24 |
Amazon
(AMZN)
|
2.6 |
$2.8M |
|
28k |
98.12 |
Alphabet Cap Stk Cl A
(GOOGL)
|
2.0 |
$2.1M |
|
23k |
92.12 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.9 |
$2.0M |
|
10k |
200.04 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
1.9 |
$2.0M |
|
84k |
23.29 |
Johnson & Johnson
(JNJ)
|
1.6 |
$1.7M |
|
10k |
173.43 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.6 |
$1.7M |
|
37k |
47.05 |
Air Products & Chemicals
(APD)
|
1.6 |
$1.7M |
|
5.3k |
311.40 |
Wal-Mart Stores
(WMT)
|
1.6 |
$1.6M |
|
11k |
145.29 |
Ishares Tr Eafe Value Etf
(EFV)
|
1.5 |
$1.6M |
|
33k |
49.01 |
UnitedHealth
(UNH)
|
1.5 |
$1.6M |
|
3.2k |
489.56 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.5 |
$1.5M |
|
3.8k |
400.35 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
1.4 |
$1.5M |
|
16k |
90.34 |
Ishares Tr Core Total Usd
(IUSB)
|
1.3 |
$1.3M |
|
29k |
46.29 |
Charles Schwab Corporation
(SCHW)
|
1.3 |
$1.3M |
|
16k |
82.98 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
1.2 |
$1.3M |
|
3.7k |
343.04 |
Procter & Gamble Company
(PG)
|
1.2 |
$1.2M |
|
8.2k |
150.89 |
Ishares Tr Rus 1000 Etf
(IWB)
|
1.1 |
$1.2M |
|
5.5k |
219.70 |
Eversource Energy
(ES)
|
1.1 |
$1.2M |
|
14k |
84.02 |
Pioneer Natural Resources
|
1.1 |
$1.2M |
|
4.9k |
239.01 |
Pfizer
(PFE)
|
1.1 |
$1.2M |
|
25k |
47.85 |
Select Sector Spdr Tr Energy
(XLE)
|
1.1 |
$1.2M |
|
13k |
89.95 |
Thermo Fisher Scientific
(TMO)
|
1.1 |
$1.1M |
|
1.9k |
583.76 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.0 |
$1.1M |
|
2.8k |
398.52 |
Ishares Tr National Mun Etf
(MUB)
|
1.0 |
$1.1M |
|
10k |
107.55 |
United Parcel Service CL B
(UPS)
|
1.0 |
$1.1M |
|
6.0k |
182.14 |
EOG Resources
(EOG)
|
1.0 |
$1.1M |
|
8.2k |
129.46 |
S&p Global
(SPGI)
|
1.0 |
$1.1M |
|
2.9k |
366.37 |
Comcast Corp Cl A
(CMCSA)
|
1.0 |
$1.1M |
|
27k |
38.93 |
Public Storage
(PSA)
|
1.0 |
$1.1M |
|
3.6k |
290.84 |
Lowe's Companies
(LOW)
|
1.0 |
$1.0M |
|
4.9k |
212.17 |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb
(BSCO)
|
1.0 |
$1.0M |
|
50k |
20.61 |
Sherwin-Williams Company
(SHW)
|
0.9 |
$979k |
|
4.0k |
245.89 |
Becton, Dickinson and
(BDX)
|
0.9 |
$956k |
|
3.7k |
255.83 |
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts
(EELV)
|
0.9 |
$956k |
|
40k |
23.83 |
Ball Corporation
(BALL)
|
0.9 |
$938k |
|
16k |
57.12 |
Sempra Energy
(SRE)
|
0.8 |
$894k |
|
5.6k |
160.83 |
FedEx Corporation
(FDX)
|
0.8 |
$887k |
|
4.7k |
188.62 |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb
(BSCP)
|
0.8 |
$816k |
|
40k |
20.27 |
SYSCO Corporation
(SYY)
|
0.8 |
$814k |
|
10k |
80.33 |
Visa Com Cl A
(V)
|
0.8 |
$803k |
|
3.6k |
223.07 |
Nextera Energy
(NEE)
|
0.8 |
$797k |
|
9.4k |
84.68 |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb
(BSCQ)
|
0.7 |
$757k |
|
40k |
19.18 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.7 |
$742k |
|
7.1k |
104.80 |
AFLAC Incorporated
(AFL)
|
0.7 |
$725k |
|
10k |
72.85 |
Abbott Laboratories
(ABT)
|
0.6 |
$682k |
|
6.0k |
113.51 |
CVS Caremark Corporation
(CVS)
|
0.6 |
$649k |
|
7.2k |
89.92 |
Dollar General
(DG)
|
0.6 |
$630k |
|
2.7k |
233.55 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.6 |
$621k |
|
7.6k |
81.64 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.6 |
$607k |
|
12k |
52.61 |
Coca-Cola Company
(KO)
|
0.6 |
$587k |
|
9.6k |
61.43 |
Ishares Tr Ibonds Dec2023
|
0.5 |
$566k |
|
22k |
25.42 |
Essential Utils
(WTRG)
|
0.5 |
$550k |
|
11k |
48.79 |
Ecolab
(ECL)
|
0.5 |
$502k |
|
3.3k |
154.42 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.5 |
$502k |
|
4.6k |
108.17 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.5 |
$495k |
|
4.9k |
101.41 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.5 |
$477k |
|
6.5k |
73.67 |
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.4 |
$471k |
|
4.1k |
114.38 |
Ishares Tr Mbs Etf
(MBB)
|
0.4 |
$470k |
|
4.9k |
95.62 |
Clorox Company
(CLX)
|
0.4 |
$459k |
|
3.1k |
146.10 |
Republic Services
(RSG)
|
0.4 |
$444k |
|
3.6k |
124.90 |
Target Corporation
(TGT)
|
0.4 |
$431k |
|
2.6k |
164.58 |
Ishares Tr Ibonds Dec
(IBMM)
|
0.4 |
$420k |
|
16k |
25.88 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.4 |
$407k |
|
3.8k |
106.66 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.4 |
$406k |
|
4.6k |
88.17 |
Ishares Tr Ibonds 26 Trm Ts
(IBTG)
|
0.4 |
$404k |
|
18k |
23.03 |
Ishares Tr Ibonds 24 Trm Ts
(IBTE)
|
0.4 |
$403k |
|
17k |
23.94 |
Ishares Tr Ibonds 25 Trm Ts
(IBTF)
|
0.4 |
$403k |
|
17k |
23.47 |
Pimco Etf Tr Inter Mun Bd Act
(MUNI)
|
0.4 |
$388k |
|
7.4k |
52.26 |
Church & Dwight
(CHD)
|
0.4 |
$386k |
|
4.7k |
81.90 |
Exxon Mobil Corporation
(XOM)
|
0.4 |
$380k |
|
3.4k |
113.16 |
Cisco Systems
(CSCO)
|
0.4 |
$376k |
|
7.7k |
48.88 |
Automatic Data Processing
(ADP)
|
0.4 |
$375k |
|
1.5k |
245.41 |
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.3 |
$344k |
|
4.8k |
71.33 |
Select Sector Spdr Tr Rl Est Sel Sec
(XLRE)
|
0.3 |
$344k |
|
8.7k |
39.56 |
BlackRock
(BLK)
|
0.3 |
$337k |
|
447.00 |
754.23 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.3 |
$318k |
|
3.6k |
88.69 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.3 |
$306k |
|
6.8k |
45.02 |
Duke Energy Corp Com New
(DUK)
|
0.3 |
$306k |
|
2.9k |
104.98 |
Eli Lilly & Co.
(LLY)
|
0.3 |
$300k |
|
830.00 |
361.81 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.3 |
$295k |
|
5.8k |
50.50 |
Union Pacific Corporation
(UNP)
|
0.3 |
$288k |
|
1.4k |
213.21 |
Invesco Exch Trd Slf Idx Bulshs 2024 Hy
(BSJO)
|
0.3 |
$287k |
|
13k |
22.59 |
Invesco Exch Trd Slf Idx Bulshs 2025 Hy
(BSJP)
|
0.3 |
$285k |
|
13k |
22.63 |
Select Sector Spdr Tr Sbi Int-inds
(XLI)
|
0.3 |
$284k |
|
2.8k |
102.47 |
Select Sector Spdr Tr Sbi Materials
(XLB)
|
0.3 |
$283k |
|
3.4k |
83.78 |
Lauder Estee Cos Cl A
(EL)
|
0.3 |
$280k |
|
1.0k |
267.20 |
Home Depot
(HD)
|
0.3 |
$279k |
|
843.00 |
331.35 |
American Water Works
(AWK)
|
0.3 |
$278k |
|
1.8k |
158.87 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
0.3 |
$273k |
|
3.6k |
75.04 |
Invesco Exch Trd Slf Idx Invsco Blsh 26
(BSJQ)
|
0.3 |
$273k |
|
12k |
23.18 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$267k |
|
841.00 |
317.64 |
Ishares Tr Faln Angls Usd
(FALN)
|
0.3 |
$266k |
|
10k |
25.54 |
Allstate Corporation
(ALL)
|
0.3 |
$264k |
|
1.9k |
138.97 |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb
|
0.3 |
$264k |
|
13k |
21.03 |
McDonald's Corporation
(MCD)
|
0.3 |
$264k |
|
980.00 |
268.84 |
Ishares U S Etf Tr Gsci Cmdty Stgy
(COMT)
|
0.2 |
$262k |
|
9.3k |
28.14 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.2 |
$260k |
|
2.6k |
99.91 |
Verizon Communications
(VZ)
|
0.2 |
$258k |
|
6.2k |
41.86 |
Ishares Tr Esg Adv Ttl Usd
(EUSB)
|
0.2 |
$257k |
|
5.9k |
43.34 |
Mccormick & Co Com Non Vtg
(MKC)
|
0.2 |
$255k |
|
3.1k |
81.10 |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb
(BSCR)
|
0.2 |
$255k |
|
13k |
19.37 |
Xcel Energy
(XEL)
|
0.2 |
$255k |
|
3.6k |
71.17 |
Merck & Co
(MRK)
|
0.2 |
$253k |
|
2.3k |
112.26 |
Pepsi
(PEP)
|
0.2 |
$251k |
|
1.4k |
175.21 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.2 |
$240k |
|
1.4k |
168.75 |
TJX Companies
(TJX)
|
0.2 |
$240k |
|
2.9k |
81.53 |
Waste Management
(WM)
|
0.2 |
$239k |
|
1.5k |
154.15 |
Select Sector Spdr Tr Technology
(XLK)
|
0.2 |
$237k |
|
1.8k |
130.48 |
Amgen
(AMGN)
|
0.2 |
$234k |
|
862.00 |
271.61 |
Ishares Tr North Amern Nat
(IGE)
|
0.2 |
$233k |
|
5.5k |
42.50 |
Skyworks Solutions
(SWKS)
|
0.2 |
$228k |
|
2.2k |
101.59 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$228k |
|
661.00 |
344.38 |
Spdr Ser Tr S&p 600 Sml Cap
|
0.2 |
$225k |
|
2.6k |
87.96 |
Ishares S&p Gsci Commodity- Unit Ben Int
(GSG)
|
0.2 |
$217k |
|
10k |
21.15 |
Ishares Tr Conv Bd Etf
(ICVT)
|
0.2 |
$217k |
|
3.0k |
71.97 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.2 |
$216k |
|
764.00 |
282.14 |
Brown & Brown
(BRO)
|
0.2 |
$215k |
|
3.5k |
61.27 |
Select Sector Spdr Tr Sbi Cons Stpls
(XLP)
|
0.2 |
$210k |
|
2.8k |
74.74 |
Intel Corporation
(INTC)
|
0.2 |
$209k |
|
7.0k |
30.11 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$205k |
|
2.8k |
72.51 |
Select Sector Spdr Tr Communication
(XLC)
|
0.2 |
$204k |
|
3.9k |
52.35 |
Lockheed Martin Corporation
(LMT)
|
0.2 |
$201k |
|
447.00 |
449.67 |