Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
16.7 |
$336M |
|
759k |
443.28 |
Ishares Tr Msci Eafe Etf
(EFA)
|
9.6 |
$194M |
|
2.7M |
72.50 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
9.1 |
$182M |
|
447k |
407.28 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
6.5 |
$131M |
|
3.2M |
40.68 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
5.9 |
$118M |
|
451k |
261.48 |
Ishares Tr Russell 2000 Etf
(IWM)
|
5.8 |
$116M |
|
620k |
187.27 |
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
3.7 |
$74M |
|
1.2M |
63.53 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
3.5 |
$71M |
|
850k |
83.56 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
3.0 |
$61M |
|
589k |
104.04 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.5 |
$51M |
|
519k |
97.95 |
Ishares Tr Core S&p500 Etf
(IVV)
|
2.0 |
$41M |
|
92k |
445.71 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
1.6 |
$32M |
|
421k |
75.23 |
Apple
(AAPL)
|
1.5 |
$31M |
|
159k |
193.97 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
1.2 |
$25M |
|
1.1M |
22.90 |
Microsoft Corporation
(MSFT)
|
1.1 |
$22M |
|
64k |
340.54 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$19M |
|
160k |
119.70 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.9 |
$19M |
|
321k |
57.73 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.8 |
$16M |
|
168k |
97.46 |
Amazon
(AMZN)
|
0.8 |
$15M |
|
118k |
130.36 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.8 |
$15M |
|
332k |
46.18 |
Visa Com Cl A
(V)
|
0.8 |
$15M |
|
64k |
237.48 |
NVIDIA Corporation
(NVDA)
|
0.7 |
$14M |
|
33k |
423.02 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$14M |
|
93k |
145.44 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.7 |
$13M |
|
334k |
39.56 |
Waste Management
(WM)
|
0.6 |
$12M |
|
69k |
173.42 |
Booking Holdings
(BKNG)
|
0.6 |
$12M |
|
4.3k |
2700.33 |
Adobe Systems Incorporated
(ADBE)
|
0.5 |
$11M |
|
22k |
488.99 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.5 |
$10M |
|
287k |
35.52 |
Ishares Tr Blackrock Ultra
(ICSH)
|
0.5 |
$10M |
|
200k |
50.30 |
Chevron Corporation
(CVX)
|
0.5 |
$9.7M |
|
61k |
157.35 |
Johnson & Johnson
(JNJ)
|
0.5 |
$9.6M |
|
58k |
165.52 |
Parker-Hannifin Corporation
(PH)
|
0.4 |
$8.9M |
|
23k |
390.03 |
TJX Companies
(TJX)
|
0.4 |
$8.7M |
|
102k |
84.79 |
Procter & Gamble Company
(PG)
|
0.4 |
$8.5M |
|
56k |
151.74 |
salesforce
(CRM)
|
0.4 |
$8.5M |
|
40k |
211.26 |
Cme
(CME)
|
0.4 |
$8.4M |
|
45k |
185.29 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.4 |
$8.2M |
|
164k |
50.14 |
Meta Platforms Cl A
(META)
|
0.4 |
$8.2M |
|
28k |
286.98 |
Boeing Company
(BA)
|
0.4 |
$8.1M |
|
38k |
211.16 |
Stryker Corporation
(SYK)
|
0.4 |
$8.0M |
|
26k |
305.09 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.4 |
$7.9M |
|
108k |
72.93 |
Honeywell International
(HON)
|
0.4 |
$7.7M |
|
37k |
207.50 |
Ecolab
(ECL)
|
0.4 |
$7.5M |
|
40k |
186.69 |
Abbott Laboratories
(ABT)
|
0.4 |
$7.5M |
|
68k |
109.02 |
Mondelez Intl Cl A
(MDLZ)
|
0.4 |
$7.4M |
|
102k |
72.94 |
United Parcel Service CL B
(UPS)
|
0.4 |
$7.4M |
|
41k |
179.25 |
Danaher Corporation
(DHR)
|
0.4 |
$7.4M |
|
31k |
240.00 |
BlackRock
(BLK)
|
0.3 |
$6.9M |
|
10k |
691.16 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.3 |
$6.8M |
|
31k |
220.16 |
Tesla Motors
(TSLA)
|
0.3 |
$6.3M |
|
24k |
261.77 |
Autodesk
(ADSK)
|
0.3 |
$6.1M |
|
30k |
204.61 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$5.9M |
|
30k |
198.89 |
Hershey Company
(HSY)
|
0.3 |
$5.9M |
|
24k |
249.70 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.3 |
$5.7M |
|
12k |
478.93 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$5.5M |
|
80k |
69.13 |
Walt Disney Company
(DIS)
|
0.3 |
$5.5M |
|
62k |
89.28 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.2 |
$5.0M |
|
102k |
49.22 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$4.8M |
|
22k |
220.28 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.2 |
$4.8M |
|
50k |
95.94 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$4.8M |
|
45k |
106.73 |
4068594 Enphase Energy
(ENPH)
|
0.2 |
$4.8M |
|
28k |
167.48 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.2 |
$4.7M |
|
149k |
31.63 |
Keysight Technologies
(KEYS)
|
0.2 |
$4.5M |
|
27k |
167.45 |
Albemarle Corporation
(ALB)
|
0.2 |
$4.5M |
|
20k |
223.09 |
Zoetis Cl A
(ZTS)
|
0.2 |
$3.9M |
|
23k |
172.21 |
Constellation Brands Cl A
(STZ)
|
0.2 |
$3.8M |
|
15k |
246.12 |
Doordash Cl A
(DASH)
|
0.2 |
$3.8M |
|
49k |
76.42 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.2 |
$3.7M |
|
77k |
48.16 |
Cheniere Energy Com New
(LNG)
|
0.2 |
$3.5M |
|
23k |
152.36 |
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
0.2 |
$3.2M |
|
172k |
18.40 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.2 |
$3.1M |
|
12k |
254.47 |
American Tower Reit
(AMT)
|
0.1 |
$3.0M |
|
15k |
193.95 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$2.9M |
|
56k |
52.37 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.1 |
$2.9M |
|
12k |
243.73 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$2.5M |
|
8.1k |
308.58 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$2.3M |
|
64k |
35.65 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$2.2M |
|
7.9k |
282.96 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$2.2M |
|
4.1k |
538.41 |
Home Depot
(HD)
|
0.1 |
$2.0M |
|
6.6k |
310.62 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$2.0M |
|
15k |
132.73 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$1.8M |
|
15k |
120.97 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.1 |
$1.8M |
|
7.8k |
229.74 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.1 |
$1.7M |
|
6.9k |
242.66 |
Ishares Tr Msci Ac Asia Etf
(AAXJ)
|
0.1 |
$1.6M |
|
25k |
66.44 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$1.5M |
|
4.5k |
341.03 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.1 |
$1.5M |
|
15k |
102.94 |
Dollar General
(DG)
|
0.1 |
$1.4M |
|
8.4k |
169.78 |
UnitedHealth
(UNH)
|
0.1 |
$1.4M |
|
2.9k |
480.69 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$1.4M |
|
8.0k |
173.85 |
Pimco Etf Tr Inter Mun Bd Act
(MUNI)
|
0.1 |
$1.2M |
|
24k |
51.84 |
Cisco Systems
(CSCO)
|
0.1 |
$1.2M |
|
24k |
51.74 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.1 |
$1.2M |
|
32k |
36.99 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.1 |
$1.1M |
|
45k |
25.45 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$1.1M |
|
6.9k |
162.43 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.1 |
$1.1M |
|
5.2k |
207.06 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$1.1M |
|
20k |
54.41 |
Progressive Corporation
(PGR)
|
0.1 |
$1.0M |
|
7.8k |
132.37 |
Fiserv
(FI)
|
0.0 |
$881k |
|
7.0k |
126.15 |
Abbvie
(ABBV)
|
0.0 |
$847k |
|
6.3k |
134.73 |
Hercules Technology Growth Capital
(HTGC)
|
0.0 |
$804k |
|
54k |
14.80 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.0 |
$761k |
|
31k |
24.63 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.0 |
$748k |
|
3.7k |
202.72 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.0 |
$742k |
|
22k |
33.77 |
Oracle Corporation
(ORCL)
|
0.0 |
$700k |
|
5.9k |
119.08 |
Exxon Mobil Corporation
(XOM)
|
0.0 |
$693k |
|
6.5k |
107.25 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.0 |
$687k |
|
2.5k |
275.18 |
Pepsi
(PEP)
|
0.0 |
$656k |
|
3.5k |
185.22 |
McDonald's Corporation
(MCD)
|
0.0 |
$652k |
|
2.2k |
298.37 |
AFLAC Incorporated
(AFL)
|
0.0 |
$549k |
|
7.9k |
69.80 |
Uber Technologies
(UBER)
|
0.0 |
$529k |
|
12k |
43.17 |
Arista Networks
(ANET)
|
0.0 |
$527k |
|
3.3k |
162.06 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.0 |
$521k |
|
13k |
38.84 |
Union Pacific Corporation
(UNP)
|
0.0 |
$509k |
|
2.5k |
204.60 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$508k |
|
2.9k |
178.27 |
Automatic Data Processing
(ADP)
|
0.0 |
$482k |
|
2.2k |
219.79 |
Intuit
(INTU)
|
0.0 |
$472k |
|
1.0k |
458.19 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.0 |
$467k |
|
10k |
46.39 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$467k |
|
4.8k |
97.96 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$467k |
|
3.0k |
157.85 |
Merck & Co
(MRK)
|
0.0 |
$436k |
|
3.8k |
115.38 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$415k |
|
6.5k |
63.95 |
Nushares Etf Tr Nuveen Esg Intl
(NUDM)
|
0.0 |
$414k |
|
14k |
28.96 |
Shopify Cl A
(SHOP)
|
0.0 |
$404k |
|
6.3k |
64.60 |
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$390k |
|
992.00 |
393.44 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.0 |
$387k |
|
14k |
27.15 |
Lowe's Companies
(LOW)
|
0.0 |
$387k |
|
1.7k |
225.70 |
Coca-Cola Company
(KO)
|
0.0 |
$380k |
|
6.3k |
60.22 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.0 |
$355k |
|
4.1k |
86.54 |
Starbucks Corporation
(SBUX)
|
0.0 |
$350k |
|
3.5k |
99.07 |
International Business Machines
(IBM)
|
0.0 |
$346k |
|
2.6k |
133.81 |
Linde SHS
(LIN)
|
0.0 |
$339k |
|
890.00 |
381.08 |
Charles Schwab Corporation
(SCHW)
|
0.0 |
$326k |
|
5.7k |
56.68 |
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
0.0 |
$324k |
|
3.5k |
93.65 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$320k |
|
866.00 |
369.22 |
Ishares Gold Tr Ishares New
(IAU)
|
0.0 |
$302k |
|
8.3k |
36.39 |
Pfizer
(PFE)
|
0.0 |
$292k |
|
8.0k |
36.68 |
First Tr Lrge Cp Core Alpha Com Shs
(FEX)
|
0.0 |
$291k |
|
3.5k |
84.01 |
Wells Fargo & Company
(WFC)
|
0.0 |
$287k |
|
6.7k |
42.68 |
Target Corporation
(TGT)
|
0.0 |
$267k |
|
2.0k |
131.90 |
Five9
(FIVN)
|
0.0 |
$266k |
|
3.2k |
82.45 |
Texas Instruments Incorporated
(TXN)
|
0.0 |
$258k |
|
1.4k |
180.02 |
Turtle Beach Corp Com New
(HEAR)
|
0.0 |
$244k |
|
21k |
11.65 |
Jacobs Engineering Group
(J)
|
0.0 |
$243k |
|
2.0k |
118.89 |
Nike CL B
(NKE)
|
0.0 |
$242k |
|
2.2k |
110.35 |
Nushares Etf Tr Nuveen Esg Us
(NUBD)
|
0.0 |
$237k |
|
11k |
21.98 |
Synopsys
(SNPS)
|
0.0 |
$229k |
|
526.00 |
435.41 |
Hologic
(HOLX)
|
0.0 |
$222k |
|
2.7k |
80.97 |
Soundhound Ai Class A Com
(SOUN)
|
0.0 |
$221k |
|
49k |
4.55 |
Expensify Com Cl A
(EXFY)
|
0.0 |
$217k |
|
27k |
7.98 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
0.0 |
$213k |
|
2.7k |
78.26 |
Realty Income
(O)
|
0.0 |
$208k |
|
3.5k |
59.79 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$208k |
|
1.5k |
140.84 |
Atreca Cl A Com
(BCEL)
|
0.0 |
$12k |
|
13k |
0.98 |