iShares Core S&P Mid-Cap ETF Exchange-Traded Fund
(IJH)
|
28.6 |
$34M |
|
155k |
219.26 |
iShares Russell 1000 ETF Exchange-Traded Fund
(IWB)
|
28.0 |
$33M |
|
168k |
197.32 |
iShares National Muni Bond ETF Exchange-Traded Fund
(MUB)
|
11.6 |
$14M |
|
135k |
102.57 |
iShares Core US Aggregate Bond ETF Exchange-Traded Fund
(AGG)
|
8.9 |
$11M |
|
110k |
96.33 |
Microsoft Corp Stock
(MSFT)
|
3.9 |
$4.7M |
|
20k |
232.86 |
Starbucks Corp Stock
(SBUX)
|
3.4 |
$4.0M |
|
48k |
84.25 |
Vanguard Small-Cap ETF Exchange-Traded Fund
(VOO)
|
2.2 |
$2.7M |
|
16k |
170.86 |
Vanguard Total Stock Market ETF Exchange-Traded Fund
(VTEB)
|
1.5 |
$1.8M |
|
9.9k |
179.39 |
Apple Stock
(MFIC)
|
1.5 |
$1.7M |
|
13k |
138.19 |
Vanguard Dividend Appreciation ETF Exchange-Traded Fund
(VIG)
|
1.2 |
$1.4M |
|
11k |
135.13 |
iShares Core S&P 500 ETF Exchange-Traded Fund
(IVV)
|
0.9 |
$1.1M |
|
3.1k |
358.40 |
Costco Wholesale Corp Stock
(COST)
|
0.7 |
$864k |
|
1.8k |
478.67 |
Tesla Stock
(TSLA)
|
0.4 |
$529k |
|
2.0k |
265.16 |
Thermo Fisher Scientific Stock
(TMO)
|
0.4 |
$507k |
|
1.0k |
507.00 |
At&t Stock
(T)
|
0.4 |
$482k |
|
32k |
15.32 |
Berkshire Hathaway Inc Class B Stock
(BRK.B)
|
0.4 |
$460k |
|
1.7k |
266.67 |
Berkshire Hathaway Inc Class A Stock
(BRK.A)
|
0.3 |
$406k |
|
1.00 |
406000.00 |
Amazon.com Stock
(AMZN)
|
0.3 |
$354k |
|
3.1k |
114.79 |
iShares Russell Mid-Cap ETF Exchange-Traded Fund
(IWR)
|
0.3 |
$327k |
|
5.3k |
62.10 |
Walmart Stock
(VTRS)
|
0.2 |
$288k |
|
2.2k |
131.81 |
Home Depot Stock
(HD)
|
0.2 |
$278k |
|
1.0k |
278.00 |
Boeing Stock
(BA)
|
0.2 |
$225k |
|
1.9k |
120.84 |
iShares MSCI EAFE ETF Exchange-Traded Fund
(EFA)
|
0.2 |
$217k |
|
3.9k |
55.78 |
Merck & Co Stock
(MRK)
|
0.2 |
$198k |
|
2.3k |
85.75 |
Vanguard Real Estate ETF Exchange-Traded Fund
(VGT)
|
0.2 |
$190k |
|
2.4k |
80.10 |
Alphabet Inc Class A Stock
(GOOGL)
|
0.1 |
$173k |
|
1.8k |
97.19 |
Exxon Mobil Corp Stock
(XOM)
|
0.1 |
$173k |
|
2.0k |
88.49 |
iShares Russell Mid-Cap Value ETF Exchange-Traded Fund
(IWS)
|
0.1 |
$155k |
|
1.6k |
95.68 |
Amgen Stock
(AMGN)
|
0.1 |
$147k |
|
646.00 |
227.55 |
Cisco Systems Stock
(CSCO)
|
0.1 |
$140k |
|
3.5k |
39.77 |
Bank of America Corp Stock
(BAC)
|
0.1 |
$135k |
|
4.5k |
30.01 |
iShares Russell Mid-Cap Growth ETF Exchange-Traded Fund
(IWP)
|
0.1 |
$133k |
|
1.7k |
78.24 |
SPDR S&P 600 Small Cap Growth ETF Exchange-Traded Fund
(SLYG)
|
0.1 |
$125k |
|
1.8k |
67.93 |
Schwab US Dividend Equity ETF Exchange-Traded Fund
(SCHD)
|
0.1 |
$119k |
|
1.8k |
66.37 |
SPDR S&P 500 ETF Trust Exchange-Traded Fund
(SPY)
|
0.1 |
$111k |
|
313.00 |
354.63 |
iShares TIPS Bond ETF Exchange-Traded Fund
(TIP)
|
0.1 |
$108k |
|
1.0k |
104.05 |
Alphabet Inc Class C Stock
(GOOG)
|
0.1 |
$99k |
|
1.0k |
95.19 |
JPMorgan Chase & Co Stock
(JPM)
|
0.1 |
$94k |
|
890.00 |
105.62 |
Warner Bros.Discovery Inc Ordinary Shares - Class A Stock
(VOD)
|
0.1 |
$88k |
|
7.7k |
11.40 |
PepsiCo Stock
(PEP)
|
0.1 |
$88k |
|
540.00 |
162.96 |
Invesco S&P 500 High Div Low Vol ETF Exchange-Traded Fund
(SPHD)
|
0.1 |
$86k |
|
2.2k |
38.91 |
Abbott Laboratories Stock
(ABT)
|
0.1 |
$83k |
|
865.00 |
95.95 |
iShares Russell 3000 ETF Exchange-Traded Fund
(IWV)
|
0.1 |
$77k |
|
376.00 |
204.79 |
Vanguard FTSE Developed Markets ETF Exchange-Traded Fund
(VEA)
|
0.1 |
$72k |
|
2.0k |
36.35 |
United Parcel Service Inc Class B Stock
(UPS)
|
0.1 |
$72k |
|
446.00 |
161.44 |
Lowe's Companies Stock
(LMT)
|
0.1 |
$65k |
|
350.00 |
185.71 |
Intel Corp Stock
(INTC)
|
0.1 |
$63k |
|
2.5k |
25.42 |
Enbridge Stock
(ENB)
|
0.1 |
$62k |
|
1.7k |
36.90 |
Procter & Gamble Stock
(PG)
|
0.1 |
$61k |
|
485.00 |
125.77 |
Chipotle Mexican Grill Stock
|
0.1 |
$60k |
|
40.00 |
1500.00 |
First Trust NASDAQ Cybersecurity ETF Exchange-Traded Fund
(CIBR)
|
0.0 |
$59k |
|
1.6k |
38.06 |
Verizon Communications Stock
(VTR)
|
0.0 |
$56k |
|
1.5k |
37.33 |
iShares ESG 1-5 Year USD Corp Bd ETF Exchange-Traded Fund
(SUSB)
|
0.0 |
$55k |
|
2.4k |
23.12 |
Deere & Co Stock
(DE)
|
0.0 |
$52k |
|
158.00 |
329.11 |
Oneok Stock
(NVDA)
|
0.0 |
$51k |
|
1.0k |
51.00 |
iShares ESG U.S. Aggregate Bond ETF Exchange-Traded Fund
(EAGG)
|
0.0 |
$51k |
|
1.1k |
45.74 |
Vanguard Information Technology ETF Exchange-Traded Fund
(VUG)
|
0.0 |
$49k |
|
160.00 |
306.25 |
SPDR S&P 600 Small Cap Value ETF Exchange-Traded Fund
(SLYV)
|
0.0 |
$48k |
|
720.00 |
66.67 |
Waste Management Stock
(WMT)
|
0.0 |
$48k |
|
300.00 |
160.00 |
AbbVie Stock
(ABBV)
|
0.0 |
$48k |
|
360.00 |
133.33 |
Mastercard Inc Class A Stock
(MA)
|
0.0 |
$47k |
|
166.00 |
283.13 |
Johnson & Johnson Stock
(JNJ)
|
0.0 |
$47k |
|
288.00 |
163.19 |
Coca-Cola Stock
(KO)
|
0.0 |
$43k |
|
762.00 |
56.43 |
AMN Healthcare Services Stock
(AMN)
|
0.0 |
$42k |
|
405.00 |
103.70 |
United Rentals Stock
(URI)
|
0.0 |
$41k |
|
155.00 |
264.52 |
ChargePoint Holdings Inc Ordinary Shares - Class A Stock
(CHPT)
|
0.0 |
$41k |
|
2.8k |
14.53 |
Broadcom Stock
(AVGO)
|
0.0 |
$39k |
|
90.00 |
433.33 |
Invesco S&P 500 Quality ETF Exchange-Traded Fund
(SPHQ)
|
0.0 |
$37k |
|
940.00 |
39.36 |
Impinj Stock
(PI)
|
0.0 |
$33k |
|
417.00 |
79.14 |
Vulcan Materials Stock
(VZ)
|
0.0 |
$31k |
|
200.00 |
155.00 |
Vanguard Total World Stock ETF Exchange-Traded Fund
(VTI)
|
0.0 |
$28k |
|
358.00 |
78.21 |
Advanced Micro Devices Stock
(AMD)
|
0.0 |
$27k |
|
435.00 |
62.07 |
Caterpillar Stock
(CAT)
|
0.0 |
$27k |
|
165.00 |
163.64 |
Elevance Health Stock
(ELV)
|
0.0 |
$27k |
|
60.00 |
450.00 |
SPDR Gold Shares Exchange-Traded Fund
(GLD)
|
0.0 |
$27k |
|
175.00 |
154.29 |
Expeditors International of Washington Stock
(EXPD)
|
0.0 |
$25k |
|
278.00 |
89.93 |
Energy Select Sector SPDR ETF Exchange-Traded Fund
(XLE)
|
0.0 |
$25k |
|
350.00 |
71.43 |
Salesforce Stock
(CRM)
|
0.0 |
$25k |
|
175.00 |
142.86 |
ARK Autonomous Technology&Robotics ETF Exchange-Traded Fund
(ARKQ)
|
0.0 |
$24k |
|
550.00 |
43.64 |
VanEck Gold Miners ETF Exchange-Traded Fund
(GDX)
|
0.0 |
$24k |
|
1.0k |
24.00 |
Enterprise Products Partners Stock
(EOG)
|
0.0 |
$23k |
|
1.0k |
23.00 |
Union Pacific Corp Stock
(UNP)
|
0.0 |
$22k |
|
116.00 |
189.66 |
Zoetis Inc Class A Stock
(ZTS)
|
0.0 |
$22k |
|
155.00 |
141.94 |
Fastenal Stock
(FAST)
|
0.0 |
$22k |
|
487.00 |
45.17 |
Applied Materials Stock
(AAPL)
|
0.0 |
$21k |
|
255.00 |
82.35 |
American Water Works Stock
(AWK)
|
0.0 |
$19k |
|
150.00 |
126.67 |
Vanguard S&P 500 ETF Exchange-Traded Fund
(VNQ)
|
0.0 |
$19k |
|
58.00 |
327.59 |
NextEra Energy Partners Stock
(NFLX)
|
0.0 |
$18k |
|
250.00 |
72.00 |
National Bank of Canada Stock
(MDB)
|
0.0 |
$18k |
|
300.00 |
60.00 |
Invesco QQQ Trust Exchange-Traded Fund
(KBWY)
|
0.0 |
$17k |
|
63.00 |
269.84 |
Skyworks Solutions Stock
(SNOA)
|
0.0 |
$17k |
|
200.00 |
85.00 |
Ford Motor Stock
(F)
|
0.0 |
$17k |
|
1.5k |
11.43 |
SPDR Gold MiniShares Exchange-Traded Fund
|
0.0 |
$16k |
|
511.00 |
31.31 |
Ares Capital Corp Stock
(ABR)
|
0.0 |
$16k |
|
1.0k |
16.00 |
Comcast Corp Class A Stock
(CMCSA)
|
0.0 |
$16k |
|
546.00 |
29.30 |
BlackRock Stock
(BLK)
|
0.0 |
$15k |
|
27.00 |
555.56 |
Texas Instruments Stock
(TXN)
|
0.0 |
$15k |
|
100.00 |
150.00 |
Brookfield Infrastructure Corp Ordinary Shares - Class A Stock
(BIPC)
|
0.0 |
$15k |
|
375.00 |
40.00 |
Rivian Automotive Inc Class A Stock
(RIVN)
|
0.0 |
$15k |
|
475.00 |
31.58 |
Arena Group Holdings Stock
|
0.0 |
$14k |
|
1.1k |
12.96 |
Nike Inc Class B Stock
(NEP)
|
0.0 |
$14k |
|
170.00 |
82.35 |
Pfizer Stock
(PFE)
|
0.0 |
$14k |
|
330.00 |
42.42 |
Dominion Energy Stock
|
0.0 |
$13k |
|
200.00 |
65.00 |
Lincoln National Corp Stock
(LNC)
|
0.0 |
$13k |
|
300.00 |
43.33 |
FS KKR Capital Corp Stock
|
0.0 |
$13k |
|
815.00 |
15.95 |
Bank of New York Mellon Corp Stock
(BK)
|
0.0 |
$12k |
|
316.00 |
37.97 |
U.S. Bancorp Stock
(USB)
|
0.0 |
$12k |
|
300.00 |
40.00 |
Prudential Financial Stock
|
0.0 |
$11k |
|
138.00 |
79.71 |
Starwood Property Trust Stock
(STWD)
|
0.0 |
$10k |
|
600.00 |
16.67 |
Taiwan Semiconductor Manufacturing Stock
(TSM)
|
0.0 |
$10k |
|
150.00 |
66.67 |
Paccar Stock
(PCAR)
|
0.0 |
$10k |
|
124.00 |
80.65 |
T. Rowe Price Group Stock
(TROW)
|
0.0 |
$10k |
|
100.00 |
100.00 |
Atlantica Sustainable Infrastructure Stock
(AY)
|
0.0 |
$10k |
|
400.00 |
25.00 |
Unilever Stock
(UL)
|
0.0 |
$10k |
|
239.00 |
41.84 |
Ventas Stock
(VT)
|
0.0 |
$8.0k |
|
206.00 |
38.84 |
Hannon Armstrong Sustainable Infrastructure Capital Stock
(HASI)
|
0.0 |
$8.0k |
|
300.00 |
26.67 |
Hyatt Hotels Corp Class A Stock
(H)
|
0.0 |
$8.0k |
|
100.00 |
80.00 |
Garmin Stock
(GRMN)
|
0.0 |
$8.0k |
|
100.00 |
80.00 |
Medtronic Stock
(MDT)
|
0.0 |
$8.0k |
|
101.00 |
79.21 |
Baxter International Stock
(BAX)
|
0.0 |
$8.0k |
|
150.00 |
53.33 |
Nordstrom Stock
(JWN)
|
0.0 |
$7.0k |
|
440.00 |
15.91 |
McCormick & Co Inc Registered Shs Non Vtg Stock
(MKC)
|
0.0 |
$7.0k |
|
110.00 |
63.64 |
iShares Silver Trust Exchange-Traded Fund
(SLV)
|
0.0 |
$7.0k |
|
440.00 |
15.91 |
3M Stock
(MMM)
|
0.0 |
$6.0k |
|
61.00 |
98.36 |
SPDR Nuveen Blmbg Hi Yld Muncpl Bd ETF Exchange-Traded Fund
(SPDW)
|
0.0 |
$6.0k |
|
137.00 |
43.80 |
BJ's Wholesale Club Holdings Stock
(BJ)
|
0.0 |
$5.0k |
|
70.00 |
71.43 |
Zillow Group Inc Class C Stock
(Z)
|
0.0 |
$5.0k |
|
200.00 |
25.00 |
Organon & Co Ordinary Shares Stock
(OXY)
|
0.0 |
$5.0k |
|
221.00 |
22.62 |
iShares ESG Aware MSCI EM ETF Exchange-Traded Fund
(ESGE)
|
0.0 |
$4.0k |
|
146.00 |
27.40 |
Walt Disney Stock
(DIS)
|
0.0 |
$4.0k |
|
50.00 |
80.00 |
UnitedHealth Group Stock
(UNH)
|
0.0 |
$4.0k |
|
8.00 |
500.00 |
Blackstone Stock
(BX)
|
0.0 |
$4.0k |
|
50.00 |
80.00 |
Alaska Air Group Stock
(ALK)
|
0.0 |
$3.0k |
|
84.00 |
35.71 |
Occidental Petroleum Corp Stock
(NUE)
|
0.0 |
$3.0k |
|
60.00 |
50.00 |
Marathon Oil Corp Stock
(MRO)
|
0.0 |
$3.0k |
|
160.00 |
18.75 |
Kraft Heinz Stock
(KHC)
|
0.0 |
$3.0k |
|
100.00 |
30.00 |
CrowdStrike Holdings Inc Class A Stock
(CRWD)
|
0.0 |
$3.0k |
|
20.00 |
150.00 |
Cleanspark Stock
(CLSK)
|
0.0 |
$3.0k |
|
1.0k |
3.00 |
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
(JEPIX)
|
0.0 |
$3.0k |
|
70.00 |
42.86 |
iShares ESG Aware MSCI EAFE ETF Exchange-Traded Fund
(ESGD)
|
0.0 |
$3.0k |
|
68.00 |
44.12 |
InvenTrust Properties Corp Stock
(IVT)
|
0.0 |
$3.0k |
|
146.00 |
20.55 |
Live Nation Entertainment Stock
(LYV)
|
0.0 |
$2.0k |
|
35.00 |
57.14 |
Owens-Corning Stock
(OTIS)
|
0.0 |
$2.0k |
|
27.00 |
74.07 |
Goldman Sachs Group Stock
(GS)
|
0.0 |
$2.0k |
|
10.00 |
200.00 |
Rocky Brands Stock
(RCKY)
|
0.0 |
$2.0k |
|
100.00 |
20.00 |
Zillow Group Inc Class A Stock
(ZG)
|
0.0 |
$2.0k |
|
100.00 |
20.00 |
Raytheon Technologies Corp Stock
(RTX)
|
0.0 |
$2.0k |
|
25.00 |
80.00 |
Innoviz Technologies Stock
(INVZ)
|
0.0 |
$2.0k |
|
500.00 |
4.00 |
Altria Group Stock
(MO)
|
0.0 |
$2.0k |
|
60.00 |
33.33 |
Vanguard Tax-Exempt Bond ETF Exchange-Traded Fund
(VB)
|
0.0 |
$1.0k |
|
23.00 |
43.48 |
iShares MSCI Pacific ex Japan ETF Exchange-Traded Fund
(EPP)
|
0.0 |
$1.0k |
|
36.00 |
27.78 |
PayPal Holdings Stock
(PYPL)
|
0.0 |
$1.0k |
|
15.00 |
66.67 |
Moderna Stock
(MRNA)
|
0.0 |
$1.0k |
|
15.00 |
66.67 |
Airbnb Inc Ordinary Shares - Class A Stock
(ABNB)
|
0.0 |
$1.0k |
|
15.00 |
66.67 |
Norwegian Cruise Line Holdings Stock
(NCLH)
|
0.0 |
$1.0k |
|
100.00 |
10.00 |
Cleveland-Cliffs Stock
(CLF)
|
0.0 |
$1.0k |
|
100.00 |
10.00 |
Grayscale Bitcoin Trust Exchange-Traded Fund
(GBTC)
|
0.0 |
$1.0k |
|
100.00 |
10.00 |
Vanguard FTSE Emerging Markets ETF Exchange-Traded Fund
(VWO)
|
0.0 |
$999.999000 |
|
45.00 |
22.22 |
DocuSign Stock
(D)
|
0.0 |
$0 |
|
10.00 |
0.00 |
Carnival Corp Stock
(CCL)
|
0.0 |
$0 |
|
100.00 |
0.00 |
Sonoma Pharmaceuticals Stock
(SO)
|
0.0 |
$0 |
|
2.00 |
0.00 |
Amkor Technology Stock
(AMKR)
|
0.0 |
$0 |
|
10.00 |
0.00 |
Woodbrook Group Holdings Stock
(HIO)
|
0.0 |
$0 |
|
1.00 |
0.00 |
Dimensional International Value ETF Exchange-Traded Fund
(IDV)
|
0.0 |
$0 |
|
0 |
0.00 |
First Majestic Silver Corp Stock
(AG)
|
0.0 |
$0 |
|
13.00 |
0.00 |
Meta Platforms Inc Class A Stock
(META)
|
0.0 |
$0 |
|
5.00 |
0.00 |
BlackBerry Stock
(BB)
|
0.0 |
$0 |
|
6.00 |
0.00 |
FS Investment Corp II Stock
|
0.0 |
$0 |
|
0 |
0.00 |
GoPro Inc A Stock
(GPRO)
|
0.0 |
$0 |
|
22.00 |
0.00 |
Digital Turbine Stock
(APPS)
|
0.0 |
$0 |
|
40.00 |
0.00 |
Block Inc Class A Stock
(SQ)
|
0.0 |
$0 |
|
225.00 |
0.00 |
Innerscope Hearing Technologies Stock
(IIPR)
|
0.0 |
$0 |
|
32k |
0.00 |
Roku Inc Class A Stock
(ROKU)
|
0.0 |
$0 |
|
10.00 |
0.00 |
ServiceNow Stock
(SE)
|
0.0 |
$0 |
|
1.00 |
0.00 |
Zscaler Stock
(ZS)
|
0.0 |
$0 |
|
5.00 |
0.00 |
MedMen Enterprises Stock
(MMNFF)
|
0.0 |
$0 |
|
5.0k |
0.00 |
DraftKings Inc Ordinary Shares - Class A Stock
(DD)
|
0.0 |
$0 |
|
20.00 |
0.00 |
Jumia Technologies Stock
(JMIA)
|
0.0 |
$0 |
|
75.00 |
0.00 |
Carrier Global Corp Ordinary Shares Stock
(CARR)
|
0.0 |
$0 |
|
25.00 |
0.00 |
Palantir Technologies Inc Ordinary Shares - Class A Stock
(PLTR)
|
0.0 |
$0 |
|
100.00 |
0.00 |
Porch Group Inc Ordinary Shares - Class A Stock
|
0.0 |
$0 |
|
100.00 |
0.00 |
DigitalBridge Group Inc Class A Stock
|
0.0 |
$0 |
|
0 |
0.00 |
Otis Worldwide Corp Ordinary Shares Stock
(OGN)
|
0.0 |
$0 |
|
7.00 |
0.00 |
Unrivaled Brands Stock
|
0.0 |
$0 |
|
287.00 |
0.00 |