Vanguard Index Fds Value Etf
(VTV)
|
9.6 |
$27M |
|
192k |
140.37 |
Vaneck Etf Trust Mrngstr Wde Moat
(MOAT)
|
8.5 |
$24M |
|
366k |
64.91 |
Apple
(AAPL)
|
6.2 |
$18M |
|
135k |
129.93 |
First Tr Exchange-traded Risng Divd Achiv
(RDVY)
|
4.9 |
$14M |
|
311k |
43.92 |
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
3.9 |
$11M |
|
162k |
68.01 |
Ishares Tr 7-10 Yr Trsy Bd
(IEF)
|
2.6 |
$7.3M |
|
76k |
95.78 |
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
2.2 |
$6.1M |
|
81k |
74.51 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
2.2 |
$6.0M |
|
20k |
308.90 |
Alphabet Cap Stk Cl A
(GOOGL)
|
2.1 |
$5.9M |
|
66k |
88.23 |
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
2.0 |
$5.5M |
|
160k |
34.24 |
Amazon
(AMZN)
|
1.9 |
$5.3M |
|
63k |
84.00 |
Microsoft Corporation
(MSFT)
|
1.9 |
$5.3M |
|
22k |
239.82 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
1.2 |
$3.4M |
|
52k |
65.86 |
Meta Platforms Cl A
(META)
|
1.1 |
$3.0M |
|
25k |
120.34 |
JPMorgan Chase & Co.
(JPM)
|
1.0 |
$2.7M |
|
20k |
134.10 |
Pimco CA Municipal Income Fund
(PCQ)
|
1.0 |
$2.7M |
|
180k |
15.07 |
Nuveen Ins Ca Tx Fr Adv Mun
(NKX)
|
0.9 |
$2.7M |
|
216k |
12.30 |
Visa Com Cl A
(V)
|
0.9 |
$2.6M |
|
13k |
207.76 |
Tesla Motors
(TSLA)
|
0.9 |
$2.6M |
|
21k |
123.18 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.9 |
$2.6M |
|
80k |
32.88 |
Procter & Gamble Company
(PG)
|
0.9 |
$2.6M |
|
17k |
151.56 |
Walt Disney Company
(DIS)
|
0.9 |
$2.6M |
|
30k |
86.88 |
McDonald's Corporation
(MCD)
|
0.9 |
$2.4M |
|
9.3k |
263.52 |
Costco Wholesale Corporation
(COST)
|
0.9 |
$2.4M |
|
5.3k |
456.46 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.8 |
$2.4M |
|
28k |
84.80 |
Nuveen CA Dividend Advantage Muni. Fund
(NAC)
|
0.8 |
$2.3M |
|
212k |
11.07 |
Coca-Cola Company
(KO)
|
0.8 |
$2.3M |
|
37k |
63.61 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.8 |
$2.2M |
|
24k |
91.31 |
Blackrock Muniassets Fund
(MUA)
|
0.8 |
$2.2M |
|
199k |
10.82 |
Abbvie
(ABBV)
|
0.8 |
$2.1M |
|
13k |
161.61 |
Nushares Etf Tr Nuveen Esg Midvl
(NUMV)
|
0.7 |
$1.9M |
|
65k |
29.75 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.7 |
$1.9M |
|
20k |
94.64 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.7 |
$1.9M |
|
7.9k |
241.88 |
Unilever Spon Adr New
(UL)
|
0.7 |
$1.9M |
|
37k |
50.35 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.6 |
$1.7M |
|
35k |
50.13 |
AmerisourceBergen
(COR)
|
0.6 |
$1.7M |
|
10k |
165.72 |
Airbnb Com Cl A
(ABNB)
|
0.6 |
$1.7M |
|
20k |
85.50 |
Broadcom
(AVGO)
|
0.6 |
$1.7M |
|
3.0k |
559.19 |
Booking Holdings
(BKNG)
|
0.6 |
$1.7M |
|
827.00 |
2014.71 |
Invesco Actively Managed Etf Ultra Shrt Dur
(GSY)
|
0.6 |
$1.6M |
|
33k |
49.46 |
At&t
(T)
|
0.6 |
$1.6M |
|
86k |
18.41 |
Amgen
(AMGN)
|
0.6 |
$1.6M |
|
6.0k |
262.63 |
Advanced Micro Devices
(AMD)
|
0.6 |
$1.6M |
|
24k |
64.77 |
Shell Spon Ads
(SHEL)
|
0.6 |
$1.6M |
|
27k |
56.95 |
Enbridge
(ENB)
|
0.5 |
$1.5M |
|
38k |
39.10 |
Guggenheim Bld Amr Bds Mng D
(GBAB)
|
0.5 |
$1.4M |
|
86k |
16.36 |
Williams-Sonoma
(WSM)
|
0.5 |
$1.4M |
|
12k |
114.92 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$1.4M |
|
16k |
88.73 |
Pepsi
(PEP)
|
0.5 |
$1.3M |
|
7.5k |
180.67 |
Starbucks Corporation
(SBUX)
|
0.5 |
$1.3M |
|
14k |
99.20 |
Netflix
(NFLX)
|
0.5 |
$1.3M |
|
4.5k |
294.88 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.5 |
$1.3M |
|
26k |
50.21 |
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
0.5 |
$1.3M |
|
13k |
98.65 |
3M Company
(MMM)
|
0.4 |
$1.2M |
|
9.9k |
119.92 |
Ishares Tr Msci Gbl Sus Dev
(SDG)
|
0.4 |
$1.2M |
|
15k |
78.91 |
Nuveen Mun High Income Opp F
(NMZ)
|
0.4 |
$1.2M |
|
112k |
10.34 |
Nuveen California Muni Vlu F Com Stk
(NCA)
|
0.4 |
$1.2M |
|
137k |
8.45 |
Nike CL B
(NKE)
|
0.4 |
$1.1M |
|
9.8k |
117.01 |
Boeing Company
(BA)
|
0.4 |
$1.1M |
|
6.0k |
190.49 |
NVIDIA Corporation
(NVDA)
|
0.4 |
$1.1M |
|
7.8k |
146.15 |
Johnson & Johnson
(JNJ)
|
0.4 |
$1.1M |
|
6.4k |
176.64 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.4 |
$1.1M |
|
14k |
82.48 |
Medtronic SHS
(MDT)
|
0.4 |
$1.1M |
|
14k |
77.72 |
Blackrock Calif Mun Income T Sh Ben Int
(BFZ)
|
0.4 |
$1.1M |
|
101k |
10.83 |
Mastercard Incorporated Cl A
(MA)
|
0.4 |
$1.1M |
|
3.1k |
347.77 |
Home Depot
(HD)
|
0.4 |
$1.1M |
|
3.4k |
315.87 |
Envestnet
(ENV)
|
0.4 |
$1.1M |
|
17k |
61.70 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.4 |
$1.0M |
|
16k |
65.74 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.4 |
$1.0M |
|
9.0k |
114.88 |
Eaton Vance Cali Muni Bnd Fnd
(EVM)
|
0.4 |
$1.0M |
|
117k |
8.64 |
LKQ Corporation
(LKQ)
|
0.3 |
$979k |
|
18k |
53.41 |
Ishares Gold Tr Ishares New
(IAU)
|
0.3 |
$945k |
|
27k |
34.59 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.3 |
$937k |
|
2.00 |
468711.00 |
Public Storage
(PSA)
|
0.3 |
$901k |
|
3.2k |
280.20 |
CoStar
(CSGP)
|
0.3 |
$867k |
|
11k |
77.28 |
Chevron Corporation
(CVX)
|
0.3 |
$865k |
|
4.8k |
179.50 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.3 |
$816k |
|
27k |
30.07 |
Intel Corporation
(INTC)
|
0.3 |
$799k |
|
30k |
26.43 |
salesforce
(CRM)
|
0.3 |
$798k |
|
6.0k |
132.59 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.3 |
$783k |
|
6.9k |
113.96 |
Oracle Corporation
(ORCL)
|
0.3 |
$752k |
|
9.2k |
81.74 |
Blackrock Muniyield Quality Fund
(MQY)
|
0.3 |
$752k |
|
65k |
11.60 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$739k |
|
6.7k |
110.31 |
Fidelity Merrimack Str Tr Total Bd Etf
(FBND)
|
0.3 |
$735k |
|
16k |
45.02 |
Sanofi Sponsored Adr
(SNY)
|
0.3 |
$728k |
|
15k |
48.43 |
Ishares Tr Esg Scrd S&p Mid
(XJH)
|
0.3 |
$713k |
|
22k |
32.80 |
MGM Resorts International.
(MGM)
|
0.3 |
$712k |
|
21k |
33.53 |
Pgim Etf Tr Pgim Ultra Sh Bd
(PULS)
|
0.3 |
$711k |
|
15k |
49.10 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$694k |
|
3.8k |
183.54 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$692k |
|
1.3k |
550.69 |
Fs Kkr Capital Corp
(FSK)
|
0.2 |
$673k |
|
38k |
17.50 |
Capital One Financial
(COF)
|
0.2 |
$671k |
|
7.2k |
92.96 |
Waste Management
(WM)
|
0.2 |
$645k |
|
4.1k |
156.88 |
Ishares Tr Select Divid Etf
(DVY)
|
0.2 |
$638k |
|
5.3k |
120.60 |
Sabre
(SABR)
|
0.2 |
$609k |
|
99k |
6.18 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.2 |
$592k |
|
9.6k |
61.64 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$548k |
|
7.6k |
71.95 |
Charles Schwab Corporation
(SCHW)
|
0.2 |
$539k |
|
6.5k |
83.25 |
Abbott Laboratories
(ABT)
|
0.2 |
$519k |
|
4.7k |
109.79 |
Cion Invt Corp
(CION)
|
0.2 |
$504k |
|
52k |
9.75 |
UnitedHealth
(UNH)
|
0.2 |
$495k |
|
933.00 |
530.03 |
Nuveen Dynamic Mun Opportuni Com Shs
(NDMO)
|
0.2 |
$494k |
|
50k |
9.94 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$489k |
|
1.3k |
382.43 |
Verizon Communications
(VZ)
|
0.2 |
$471k |
|
12k |
39.40 |
BlackRock MuniVest Fund
(MVF)
|
0.2 |
$466k |
|
67k |
7.01 |
Pfizer
(PFE)
|
0.2 |
$461k |
|
9.0k |
51.24 |
CVS Caremark Corporation
(CVS)
|
0.2 |
$460k |
|
4.9k |
93.20 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.2 |
$460k |
|
2.7k |
169.62 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$444k |
|
1.2k |
365.84 |
Merck & Co
(MRK)
|
0.2 |
$428k |
|
3.9k |
110.96 |
Ishares Tr Core Msci Total
(IXUS)
|
0.2 |
$426k |
|
7.4k |
57.88 |
American Express Company
(AXP)
|
0.2 |
$426k |
|
2.9k |
147.73 |
Goldman Sachs
(GS)
|
0.1 |
$419k |
|
1.2k |
343.38 |
Brightspire Capital Com Cl A
(BRSP)
|
0.1 |
$417k |
|
67k |
6.23 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.1 |
$410k |
|
4.8k |
84.88 |
Iqvia Holdings
(IQV)
|
0.1 |
$405k |
|
2.0k |
204.89 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$403k |
|
1.5k |
266.28 |
Shopify Cl A
(SHOP)
|
0.1 |
$402k |
|
12k |
34.71 |
Cadence Design Systems
(CDNS)
|
0.1 |
$402k |
|
2.5k |
160.64 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.1 |
$399k |
|
4.7k |
84.75 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.1 |
$394k |
|
2.7k |
145.08 |
Wells Fargo & Company
(WFC)
|
0.1 |
$393k |
|
9.5k |
41.29 |
Norfolk Southern
(NSC)
|
0.1 |
$391k |
|
1.6k |
246.42 |
Bank of America Corporation
(BAC)
|
0.1 |
$383k |
|
12k |
33.12 |
Novartis Sponsored Adr
(NVS)
|
0.1 |
$377k |
|
4.2k |
90.73 |
MercadoLibre
(MELI)
|
0.1 |
$377k |
|
445.00 |
846.33 |
Ishares Tr Gnma Bond Etf
(GNMA)
|
0.1 |
$374k |
|
8.6k |
43.50 |
Alibaba Group Hldg Sponsored Ads
(BABA)
|
0.1 |
$357k |
|
4.0k |
88.09 |
Linde SHS
|
0.1 |
$356k |
|
1.1k |
326.30 |
Cigna Corp
(CI)
|
0.1 |
$350k |
|
1.1k |
331.34 |
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$338k |
|
4.6k |
74.19 |
Honeywell International
(HON)
|
0.1 |
$338k |
|
1.6k |
214.30 |
Rh
(RH)
|
0.1 |
$337k |
|
1.3k |
267.19 |
Union Pacific Corporation
(UNP)
|
0.1 |
$337k |
|
1.6k |
207.08 |
Caterpillar
(CAT)
|
0.1 |
$336k |
|
1.4k |
239.55 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.1 |
$333k |
|
867.00 |
384.38 |
Lam Research Corporation
(LRCX)
|
0.1 |
$330k |
|
786.00 |
420.30 |
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.1 |
$330k |
|
6.7k |
49.19 |
Cisco Systems
(CSCO)
|
0.1 |
$328k |
|
6.9k |
47.64 |
FedEx Corporation
(FDX)
|
0.1 |
$320k |
|
1.8k |
173.20 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.1 |
$316k |
|
6.4k |
49.27 |
Global X Fds Global X Uranium
(URA)
|
0.1 |
$312k |
|
16k |
20.08 |
Ishares Tr Esg Msci Leadr
(SUSL)
|
0.1 |
$303k |
|
4.6k |
66.31 |
Lowe's Companies
(LOW)
|
0.1 |
$291k |
|
1.5k |
199.25 |
Becton, Dickinson and
(BDX)
|
0.1 |
$282k |
|
1.1k |
254.30 |
Stryker Corporation
(SYK)
|
0.1 |
$278k |
|
1.1k |
244.55 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.1 |
$269k |
|
8.8k |
30.53 |
Ishares Tr Global Reit Etf
(REET)
|
0.1 |
$262k |
|
12k |
22.71 |
Nextera Energy
(NEE)
|
0.1 |
$258k |
|
3.1k |
83.60 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$258k |
|
7.4k |
34.97 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$255k |
|
525.00 |
486.50 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.1 |
$254k |
|
5.1k |
49.82 |
Sempra Energy
(SRE)
|
0.1 |
$250k |
|
1.6k |
154.54 |
Activision Blizzard
|
0.1 |
$249k |
|
3.2k |
76.55 |
Anheuser Busch Inbev Sa Sponsored Adr
(BUD)
|
0.1 |
$239k |
|
4.0k |
60.04 |
Enterprise Products Partners
(EPD)
|
0.1 |
$237k |
|
9.8k |
24.12 |
Target Corporation
(TGT)
|
0.1 |
$228k |
|
1.5k |
149.04 |
McKesson Corporation
(MCK)
|
0.1 |
$224k |
|
598.00 |
375.12 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.1 |
$219k |
|
6.4k |
34.18 |
Zim Integrated Shipping Serv SHS
(ZIM)
|
0.1 |
$218k |
|
13k |
17.19 |
Paypal Holdings
(PYPL)
|
0.1 |
$218k |
|
3.1k |
71.22 |
Occidental Petroleum Corporation
(OXY)
|
0.1 |
$212k |
|
3.4k |
62.99 |
Penn National Gaming
(PENN)
|
0.1 |
$212k |
|
7.1k |
29.70 |
Ishares Tr National Mun Etf
(MUB)
|
0.1 |
$211k |
|
2.0k |
105.52 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.1 |
$210k |
|
3.6k |
58.50 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.1 |
$209k |
|
4.2k |
49.49 |
Guidewire Software
(GWRE)
|
0.1 |
$208k |
|
3.3k |
62.56 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.1 |
$200k |
|
2.7k |
74.48 |
Ford Motor Company
(F)
|
0.1 |
$176k |
|
15k |
11.63 |
Blackrock Muniyield Fund
(MYD)
|
0.1 |
$163k |
|
16k |
10.41 |
Warner Bros Discovery Com Ser A
(WBD)
|
0.1 |
$155k |
|
16k |
9.48 |
Nuveen Insd Dividend Advantage
(NVG)
|
0.1 |
$155k |
|
13k |
12.14 |
Blackstone Long Short Cr Com Shs Bn Int
(BGX)
|
0.0 |
$109k |
|
10k |
10.84 |
Cano Health Com Cl A
|
0.0 |
$106k |
|
77k |
1.37 |