Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
9.7 |
$11M |
|
195k |
56.96 |
Vanguard Scottsdale Fds Vng Rus1000grw
(VONG)
|
9.0 |
$10M |
|
145k |
70.47 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
5.6 |
$6.4M |
|
165k |
38.70 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
5.2 |
$5.9M |
|
130k |
45.70 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
5.1 |
$5.8M |
|
78k |
74.25 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
3.7 |
$4.3M |
|
37k |
114.83 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
3.4 |
$3.9M |
|
71k |
54.26 |
Spdr Ser Tr S&P 600 SMCP GRW
(SLYG)
|
2.7 |
$3.1M |
|
35k |
87.12 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
2.6 |
$3.0M |
|
29k |
103.33 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
2.2 |
$2.5M |
|
32k |
76.66 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
2.1 |
$2.4M |
|
18k |
133.66 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
2.0 |
$2.3M |
|
26k |
89.45 |
Adobe Systems Incorporated
(ADBE)
|
2.0 |
$2.2M |
|
3.9k |
575.81 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.9 |
$2.2M |
|
13k |
169.25 |
Ishares Tr Rus 1000 Etf
(IWB)
|
1.7 |
$1.9M |
|
8.1k |
241.66 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
1.5 |
$1.7M |
|
41k |
42.52 |
Cloudflare Cl A Com
(NET)
|
1.5 |
$1.7M |
|
15k |
112.64 |
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
1.4 |
$1.6M |
|
20k |
81.97 |
Vanguard Index Fds Value Etf
(VTV)
|
1.3 |
$1.5M |
|
11k |
135.34 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.3 |
$1.5M |
|
27k |
54.76 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
1.3 |
$1.4M |
|
40k |
36.20 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
1.0 |
$1.2M |
|
11k |
101.76 |
Fidelity Covington Trust Msci Rl Est Etf
(FREL)
|
1.0 |
$1.1M |
|
37k |
30.39 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
1.0 |
$1.1M |
|
2.4k |
480.88 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.9 |
$1.1M |
|
7.1k |
148.12 |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb
|
0.9 |
$1.0M |
|
47k |
21.54 |
Microsoft Corporation
(MSFT)
|
0.9 |
$988k |
|
3.5k |
281.80 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.9 |
$981k |
|
13k |
75.33 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.9 |
$978k |
|
9.0k |
109.15 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.8 |
$923k |
|
14k |
67.45 |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb
|
0.8 |
$875k |
|
40k |
21.67 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.8 |
$860k |
|
28k |
30.47 |
Ishares Tr Morningstar Grwt
(ILCG)
|
0.7 |
$823k |
|
13k |
65.55 |
Ishares Tr Gbl Green Etf
(BGRN)
|
0.7 |
$793k |
|
15k |
54.84 |
Facebook Cl A
(META)
|
0.7 |
$748k |
|
2.2k |
339.23 |
Amazon
(AMZN)
|
0.7 |
$742k |
|
226.00 |
3283.19 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.6 |
$721k |
|
8.7k |
82.45 |
Invesco Exch Trd Slf Idx Bulshs 2021 Cb
|
0.6 |
$700k |
|
33k |
21.09 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.6 |
$686k |
|
11k |
60.98 |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb
(BSCO)
|
0.5 |
$621k |
|
28k |
22.12 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$592k |
|
222.00 |
2666.67 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.5 |
$540k |
|
9.8k |
55.14 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.5 |
$525k |
|
2.2k |
236.59 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.4 |
$508k |
|
6.5k |
77.96 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.4 |
$493k |
|
9.8k |
50.43 |
Ishares Tr Ibonds Dec21 Etf
|
0.4 |
$488k |
|
20k |
24.73 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.4 |
$444k |
|
2.0k |
221.78 |
J P Morgan Exchange-traded F Ultra Sht Muncpl
(JMST)
|
0.4 |
$439k |
|
8.6k |
51.04 |
Ishares Tr Core Intl Aggr
(IAGG)
|
0.4 |
$435k |
|
7.9k |
55.01 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.4 |
$421k |
|
5.1k |
81.87 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.4 |
$420k |
|
8.4k |
49.98 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.4 |
$405k |
|
9.3k |
43.46 |
salesforce
(CRM)
|
0.4 |
$400k |
|
1.5k |
271.37 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.3 |
$389k |
|
1.3k |
293.58 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.3 |
$389k |
|
8.5k |
45.68 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.3 |
$370k |
|
4.6k |
79.98 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$369k |
|
860.00 |
429.07 |
Abbott Laboratories
(ABT)
|
0.3 |
$365k |
|
3.1k |
118.01 |
Procter & Gamble Company
(PG)
|
0.3 |
$364k |
|
2.6k |
139.78 |
Nushares Etf Tr Esg Hi Tld Crp
(NUHY)
|
0.3 |
$358k |
|
15k |
24.71 |
Paypal Holdings
(PYPL)
|
0.3 |
$358k |
|
1.4k |
260.36 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.3 |
$352k |
|
1.3k |
273.72 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.3 |
$346k |
|
464.00 |
745.69 |
Ishares Tr Ibonds Dec22 Etf
|
0.3 |
$328k |
|
13k |
25.32 |
Coca-Cola Company
(KO)
|
0.3 |
$327k |
|
6.2k |
52.51 |
Ishares Tr Ibonds Dec23 Etf
|
0.3 |
$321k |
|
12k |
25.99 |
Visa Com Cl A
(V)
|
0.3 |
$317k |
|
1.4k |
222.46 |
Us Bancorp Del Com New
(USB)
|
0.3 |
$301k |
|
5.1k |
59.35 |
Mastercard Incorporated Cl A
(MA)
|
0.3 |
$297k |
|
853.00 |
348.18 |
Raytheon Technologies Corp
(RTX)
|
0.3 |
$291k |
|
3.4k |
85.99 |
Servicenow
(NOW)
|
0.3 |
$286k |
|
460.00 |
621.74 |
Philip Morris International
(PM)
|
0.3 |
$286k |
|
3.0k |
94.89 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$284k |
|
1.1k |
263.45 |
Zoetis Cl A
(ZTS)
|
0.2 |
$278k |
|
1.4k |
194.41 |
Alcon Ord Shs
(ALC)
|
0.2 |
$276k |
|
3.4k |
80.35 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.2 |
$274k |
|
858.00 |
319.35 |
Pfizer
(PFE)
|
0.2 |
$272k |
|
6.3k |
42.96 |
Autodesk
(ADSK)
|
0.2 |
$272k |
|
954.00 |
285.12 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.2 |
$272k |
|
2.7k |
100.11 |
Spdr Ser Tr Blomberg Brc Inv
(FLRN)
|
0.2 |
$272k |
|
8.9k |
30.62 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.2 |
$256k |
|
1.3k |
197.23 |
Royal Dutch Shell Spon Adr B
|
0.2 |
$254k |
|
5.7k |
44.29 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$254k |
|
95.00 |
2673.68 |
International Business Machines
(IBM)
|
0.2 |
$254k |
|
1.8k |
139.03 |
Amgen
(AMGN)
|
0.2 |
$253k |
|
1.2k |
212.60 |
Qualcomm
(QCOM)
|
0.2 |
$250k |
|
1.9k |
128.87 |
Icon SHS
(ICLR)
|
0.2 |
$248k |
|
945.00 |
262.43 |
Wisdomtree Tr Us Total Dividnd
(DTD)
|
0.2 |
$235k |
|
2.0k |
117.38 |
Cisco Systems
(CSCO)
|
0.2 |
$235k |
|
4.3k |
54.35 |
Johnson & Johnson
(JNJ)
|
0.2 |
$233k |
|
1.4k |
161.58 |
Truist Financial Corp equities
(TFC)
|
0.2 |
$228k |
|
3.9k |
58.66 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.2 |
$227k |
|
2.2k |
101.43 |
Netflix
(NFLX)
|
0.2 |
$226k |
|
371.00 |
609.16 |
Airbnb Com Cl A
(ABNB)
|
0.2 |
$225k |
|
1.3k |
168.04 |
Chevron Corporation
(CVX)
|
0.2 |
$223k |
|
2.2k |
101.59 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$222k |
|
1.4k |
163.48 |
Linde SHS
|
0.2 |
$219k |
|
748.00 |
292.78 |
UnitedHealth
(UNH)
|
0.2 |
$216k |
|
554.00 |
389.89 |
Gartner
(IT)
|
0.2 |
$215k |
|
706.00 |
304.53 |
At&t
(T)
|
0.2 |
$212k |
|
7.8k |
27.03 |
Diageo Spon Adr New
(DEO)
|
0.2 |
$211k |
|
1.1k |
193.05 |
Novo-nordisk A S Adr
(NVO)
|
0.2 |
$210k |
|
2.2k |
96.07 |
McDonald's Corporation
(MCD)
|
0.2 |
$210k |
|
873.00 |
240.55 |
Ishares Tr Blackrock Ultra
(ICSH)
|
0.2 |
$206k |
|
4.1k |
50.53 |
Te Connectivity Reg Shs
(TEL)
|
0.2 |
$200k |
|
1.5k |
136.89 |
Broadmark Rlty Cap
|
0.1 |
$148k |
|
15k |
9.88 |