Vanguard Scottsdale Fds Vng Rus1000grw
(VONG)
|
7.7 |
$14M |
|
160k |
86.67 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
6.6 |
$12M |
|
302k |
39.02 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
6.6 |
$12M |
|
239k |
49.19 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
6.0 |
$11M |
|
133k |
80.63 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
4.5 |
$8.2M |
|
83k |
97.94 |
Terran Orbital Corporation
(LLAP)
|
4.2 |
$7.5M |
|
5.7M |
1.31 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
3.6 |
$6.4M |
|
151k |
42.55 |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb
(BSCO)
|
3.4 |
$6.1M |
|
290k |
20.97 |
Schwab Charles Family Amt Tax Free Mny
(SCTXX)
|
3.1 |
$5.6M |
|
5.6M |
1.00 |
Spdr Ser Tr S&P 600 SMCP GRW
(SLYG)
|
2.5 |
$4.4M |
|
51k |
87.23 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
2.1 |
$3.7M |
|
40k |
92.72 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
2.1 |
$3.7M |
|
46k |
81.43 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
1.8 |
$3.2M |
|
27k |
120.99 |
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
1.6 |
$2.9M |
|
35k |
82.97 |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb
(BSCP)
|
1.5 |
$2.8M |
|
135k |
20.43 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
1.5 |
$2.6M |
|
73k |
36.19 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
1.5 |
$2.6M |
|
73k |
35.84 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
1.4 |
$2.6M |
|
22k |
116.84 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.4 |
$2.5M |
|
55k |
46.00 |
Fidelity Covington Trust Msci Rl Est Etf
(FREL)
|
1.4 |
$2.5M |
|
95k |
26.09 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.3 |
$2.3M |
|
12k |
191.88 |
Vanguard Index Fds Value Etf
(VTV)
|
1.2 |
$2.1M |
|
13k |
162.86 |
Amazon
(AMZN)
|
1.2 |
$2.1M |
|
12k |
180.38 |
Ishares Tr Core Intl Aggr
(IAGG)
|
1.2 |
$2.1M |
|
42k |
49.95 |
Microsoft Corporation
(MSFT)
|
1.1 |
$2.0M |
|
4.8k |
420.72 |
Invesco Exch Trd Slf Idx Bulshs 2024 Hy
(BSJO)
|
1.1 |
$2.0M |
|
87k |
22.73 |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb
(BSCQ)
|
1.1 |
$2.0M |
|
102k |
19.21 |
Adobe Systems Incorporated
(ADBE)
|
1.1 |
$1.9M |
|
3.8k |
504.60 |
Ishares Tr Rus 1000 Etf
(IWB)
|
1.0 |
$1.9M |
|
6.5k |
288.05 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.9 |
$1.5M |
|
20k |
75.40 |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb
(BSCR)
|
0.8 |
$1.5M |
|
76k |
19.29 |
Cloudflare Cl A Com
(NET)
|
0.8 |
$1.4M |
|
14k |
96.83 |
Ishares Tr Ibonds Dec24 Etf
(IBDP)
|
0.7 |
$1.3M |
|
51k |
25.05 |
Invesco Exch Trd Slf Idx Invsco Blsh 28
(BSCS)
|
0.6 |
$1.1M |
|
56k |
20.07 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.6 |
$1.0M |
|
12k |
86.48 |
Qualcomm
(QCOM)
|
0.5 |
$970k |
|
5.7k |
169.30 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$924k |
|
6.1k |
152.26 |
Ishares Tr Usd Grn Bond Etf
(BGRN)
|
0.5 |
$896k |
|
19k |
46.89 |
Novo-nordisk A S Adr
(NVO)
|
0.5 |
$823k |
|
6.4k |
128.40 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.5 |
$811k |
|
3.2k |
249.88 |
Netflix
(NFLX)
|
0.4 |
$782k |
|
1.3k |
607.33 |
Visa Com Cl A
(V)
|
0.4 |
$774k |
|
2.8k |
279.08 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.4 |
$770k |
|
1.4k |
556.40 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.4 |
$669k |
|
2.0k |
337.05 |
Vanguard Admiral Fds SMLCP 600 GRTH
(VIOG)
|
0.4 |
$669k |
|
5.9k |
112.43 |
salesforce
(CRM)
|
0.4 |
$665k |
|
2.2k |
301.18 |
Ishares Tr Morningstar Grwt
(ILCG)
|
0.4 |
$659k |
|
8.7k |
75.48 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$654k |
|
5.9k |
110.52 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.4 |
$650k |
|
11k |
60.53 |
Meta Platforms Cl A
(META)
|
0.4 |
$649k |
|
1.3k |
485.58 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.3 |
$566k |
|
8.0k |
70.88 |
Autodesk
(ADSK)
|
0.3 |
$550k |
|
2.1k |
260.42 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.3 |
$538k |
|
9.9k |
54.20 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.3 |
$535k |
|
1.5k |
346.61 |
Apple
(AAPL)
|
0.3 |
$533k |
|
3.1k |
171.48 |
Spdr Ser Tr Bloomberg High Y
(JNK)
|
0.3 |
$502k |
|
5.3k |
95.20 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$499k |
|
1.9k |
259.88 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.3 |
$491k |
|
20k |
25.25 |
Ishares Core Msci Emkt
(IEMG)
|
0.3 |
$484k |
|
9.4k |
51.60 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$479k |
|
6.6k |
72.63 |
Ishares Tr Ibonds 24 Trm Hg
(IBHD)
|
0.3 |
$478k |
|
21k |
23.32 |
Thermo Fisher Scientific
(TMO)
|
0.3 |
$478k |
|
822.00 |
581.21 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.3 |
$466k |
|
7.9k |
58.65 |
Mastercard Incorporated Cl A
(MA)
|
0.3 |
$462k |
|
959.00 |
481.57 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$461k |
|
882.00 |
522.99 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$461k |
|
510.00 |
903.56 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.3 |
$460k |
|
6.1k |
75.99 |
Servicenow
(NOW)
|
0.3 |
$454k |
|
595.00 |
762.40 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$414k |
|
5.2k |
79.86 |
Nushares Etf Tr Esg Hi Tld Crp
(NUHY)
|
0.2 |
$408k |
|
19k |
21.12 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.2 |
$401k |
|
8.5k |
47.06 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.2 |
$379k |
|
390.00 |
970.47 |
Airbnb Com Cl A
(ABNB)
|
0.2 |
$367k |
|
2.2k |
164.96 |
Abbott Laboratories
(ABT)
|
0.2 |
$363k |
|
3.2k |
113.66 |
Verizon Communications
(VZ)
|
0.2 |
$361k |
|
8.6k |
41.96 |
Merck & Co
(MRK)
|
0.2 |
$350k |
|
2.7k |
131.95 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.2 |
$348k |
|
8.4k |
41.59 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.2 |
$343k |
|
4.6k |
74.22 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$338k |
|
2.2k |
150.93 |
Wec Energy Group
(WEC)
|
0.2 |
$332k |
|
4.0k |
82.12 |
Walt Disney Company
(DIS)
|
0.2 |
$331k |
|
2.7k |
122.36 |
Sap Se Spon Adr
(SAP)
|
0.2 |
$328k |
|
1.7k |
195.03 |
Wells Fargo & Company
(WFC)
|
0.2 |
$319k |
|
5.5k |
57.96 |
Sony Group Corp Sponsored Adr
(SONY)
|
0.2 |
$318k |
|
3.7k |
85.74 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$304k |
|
7.3k |
41.77 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.2 |
$303k |
|
2.2k |
135.09 |
Bank of America Corporation
(BAC)
|
0.2 |
$299k |
|
7.9k |
37.92 |
Alcon Ord Shs
(ALC)
|
0.2 |
$287k |
|
3.4k |
83.29 |
Capital One Financial
(COF)
|
0.2 |
$277k |
|
1.9k |
148.89 |
UnitedHealth
(UNH)
|
0.2 |
$275k |
|
556.00 |
494.70 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.2 |
$274k |
|
1.0k |
270.88 |
Lowe's Companies
(LOW)
|
0.2 |
$272k |
|
1.1k |
254.73 |
Applied Materials
(AMAT)
|
0.1 |
$268k |
|
1.3k |
206.23 |
Medtronic SHS
(MDT)
|
0.1 |
$268k |
|
3.1k |
87.15 |
Canadian Pacific Kansas City
(CP)
|
0.1 |
$264k |
|
3.0k |
88.17 |
Teledyne Technologies Incorporated
(TDY)
|
0.1 |
$261k |
|
608.00 |
429.32 |
Tesla Motors
(TSLA)
|
0.1 |
$261k |
|
1.5k |
175.79 |
Republic Services
(RSG)
|
0.1 |
$261k |
|
1.4k |
191.44 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$260k |
|
2.8k |
94.41 |
Micron Technology
(MU)
|
0.1 |
$260k |
|
2.2k |
117.89 |
Citigroup Com New
(C)
|
0.1 |
$258k |
|
4.1k |
63.24 |
Zoetis Cl A
(ZTS)
|
0.1 |
$256k |
|
1.5k |
169.21 |
Totalenergies Se Sponsored Ads
(TTE)
|
0.1 |
$252k |
|
3.7k |
68.83 |
Boeing Company
(BA)
|
0.1 |
$252k |
|
1.3k |
192.99 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.1 |
$242k |
|
2.6k |
93.19 |
Freeport-mcmoran CL B
(FCX)
|
0.1 |
$241k |
|
5.1k |
47.02 |
Automatic Data Processing
(ADP)
|
0.1 |
$240k |
|
959.00 |
249.74 |
Ishares Tr Ibonds Dec2026
(IBDR)
|
0.1 |
$238k |
|
10k |
23.85 |
Workday Cl A
(WDAY)
|
0.1 |
$237k |
|
870.00 |
272.75 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$237k |
|
3.9k |
60.73 |
Uber Technologies
(UBER)
|
0.1 |
$236k |
|
3.1k |
76.99 |
Watsco, Incorporated
(WSO)
|
0.1 |
$235k |
|
543.00 |
431.97 |
FactSet Research Systems
(FDS)
|
0.1 |
$231k |
|
509.00 |
454.39 |
West Pharmaceutical Services
(WST)
|
0.1 |
$230k |
|
580.00 |
395.71 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$229k |
|
2.0k |
116.24 |
Wisdomtree Tr Us Total Dividnd
(DTD)
|
0.1 |
$224k |
|
3.2k |
70.72 |
Haleon Spon Ads
(HLN)
|
0.1 |
$224k |
|
26k |
8.49 |
General Electric Com New
(GE)
|
0.1 |
$224k |
|
1.3k |
175.53 |
Home Depot
(HD)
|
0.1 |
$223k |
|
581.00 |
383.60 |
Ares Management Corporation Cl A Com Stk
(ARES)
|
0.1 |
$222k |
|
1.7k |
132.98 |
Parker-Hannifin Corporation
(PH)
|
0.1 |
$220k |
|
395.00 |
555.79 |
Oracle Corporation
(ORCL)
|
0.1 |
$218k |
|
1.7k |
125.61 |
Oneok
(OKE)
|
0.1 |
$214k |
|
2.7k |
80.17 |
Linde SHS
(LIN)
|
0.1 |
$209k |
|
450.00 |
464.32 |
CRH Ord
(CRH)
|
0.1 |
$206k |
|
2.4k |
86.26 |
Astrazeneca Sponsored Adr
(AZN)
|
0.1 |
$206k |
|
3.0k |
67.75 |
McDonald's Corporation
(MCD)
|
0.1 |
$205k |
|
727.00 |
281.95 |
Gartner
(IT)
|
0.1 |
$202k |
|
424.00 |
476.67 |
Invesco Exch Trd Slf Idx Bulshs 2025 Hy
(BSJP)
|
0.1 |
$202k |
|
8.8k |
22.95 |
Ready Cap Corp Com reit
(RC)
|
0.1 |
$139k |
|
15k |
9.13 |
Kayne Anderson MLP Investment
(KYN)
|
0.1 |
$111k |
|
11k |
10.01 |
Mitsubishi Ufj Finl Group In Sponsored Ads
(MUFG)
|
0.1 |
$108k |
|
11k |
10.23 |
Lloyds Banking Group Sponsored Adr
(LYG)
|
0.1 |
$91k |
|
35k |
2.59 |
Nuveen Multi-Strategy Income & Growth
(JPC)
|
0.0 |
$78k |
|
11k |
7.19 |
Geron Corporation
(GERN)
|
0.0 |
$33k |
|
10k |
3.30 |