Capital Grp Fixed Incm Etf T Core Plus Incm
(CGCP)
|
7.4 |
$47M |
|
2.1M |
22.46 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
5.3 |
$34M |
|
71k |
480.70 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
4.0 |
$26M |
|
423k |
60.30 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
3.8 |
$24M |
|
302k |
80.63 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
3.8 |
$24M |
|
244k |
97.94 |
Capital Group Dividend Value Shs Creation Uni
(CGDV)
|
3.7 |
$23M |
|
714k |
32.50 |
Capital Group Core Equity Et Shs Creation Uni
(CGUS)
|
3.6 |
$23M |
|
740k |
31.16 |
Procter & Gamble Company
(PG)
|
3.4 |
$22M |
|
134k |
162.25 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
2.6 |
$17M |
|
180k |
92.72 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
2.2 |
$14M |
|
277k |
50.45 |
Apple
(AAPL)
|
2.0 |
$13M |
|
75k |
171.48 |
Schwab Strategic Tr Internl Divid
(SCHY)
|
2.0 |
$13M |
|
521k |
24.26 |
Capital Group Intl Focus Eqt Shs Creation Uni
(CGXU)
|
1.9 |
$12M |
|
459k |
25.78 |
Microsoft Corporation
(MSFT)
|
1.8 |
$12M |
|
28k |
420.72 |
T Rowe Price Etf Price Div Grwt
(TDVG)
|
1.6 |
$10M |
|
274k |
38.00 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
1.6 |
$10M |
|
209k |
49.24 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.6 |
$10M |
|
139k |
72.63 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.4 |
$8.9M |
|
49k |
182.61 |
Fidelity Merrimack Str Tr Total Bd Etf
(FBND)
|
1.4 |
$8.7M |
|
193k |
45.31 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.4 |
$8.6M |
|
78k |
110.52 |
T Rowe Price Etf Price Blue Chip
(TCHP)
|
1.2 |
$7.7M |
|
218k |
35.30 |
JPMorgan Chase & Co.
(JPM)
|
1.1 |
$7.2M |
|
36k |
200.30 |
Capital Group Gbl Growth Eqt Shs Creation Uni
(CGGO)
|
1.1 |
$6.9M |
|
241k |
28.80 |
Broadcom
(AVGO)
|
1.1 |
$6.9M |
|
5.2k |
1325.48 |
Capital Group Growth Etf Shs Creation Uni
(CGGR)
|
1.1 |
$6.8M |
|
214k |
31.99 |
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
1.1 |
$6.7M |
|
115k |
58.55 |
Home Depot
(HD)
|
1.0 |
$6.3M |
|
17k |
383.59 |
Visa Com Cl A
(V)
|
0.9 |
$6.0M |
|
21k |
279.08 |
T Rowe Price Etf Us High Yield
(THYF)
|
0.9 |
$5.9M |
|
113k |
51.77 |
Capital Grp Fixed Incm Etf T Short Duration
(CGSD)
|
0.9 |
$5.8M |
|
230k |
25.39 |
Capital Grp Fixed Incm Etf T Us Multi-sector
(CGMS)
|
0.9 |
$5.7M |
|
211k |
27.04 |
Amplify Etf Tr Cwp Enhanced Div
(DIVO)
|
0.9 |
$5.7M |
|
147k |
38.88 |
Amazon
(AMZN)
|
0.9 |
$5.6M |
|
31k |
180.38 |
UnitedHealth
(UNH)
|
0.9 |
$5.5M |
|
11k |
494.72 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.8 |
$5.3M |
|
35k |
152.26 |
Novo-nordisk A S Adr
(NVO)
|
0.8 |
$5.1M |
|
40k |
128.40 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.8 |
$5.1M |
|
83k |
61.05 |
Abbott Laboratories
(ABT)
|
0.7 |
$4.7M |
|
42k |
113.66 |
Carrier Global Corporation
(CARR)
|
0.7 |
$4.6M |
|
79k |
58.13 |
ConocoPhillips
(COP)
|
0.7 |
$4.3M |
|
33k |
127.28 |
Linde SHS
(LIN)
|
0.6 |
$4.0M |
|
8.6k |
464.33 |
Hilton Worldwide Holdings
(HLT)
|
0.6 |
$4.0M |
|
19k |
213.31 |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb
(BSCR)
|
0.6 |
$3.8M |
|
199k |
19.29 |
Abbvie
(ABBV)
|
0.6 |
$3.8M |
|
21k |
182.10 |
Canadian Natural Resources
(CNQ)
|
0.6 |
$3.8M |
|
49k |
76.32 |
Marsh & McLennan Companies
(MMC)
|
0.6 |
$3.7M |
|
18k |
205.99 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.6 |
$3.7M |
|
45k |
81.43 |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb
(BSCQ)
|
0.6 |
$3.6M |
|
188k |
19.21 |
Cincinnati Financial Corporation
(CINF)
|
0.6 |
$3.6M |
|
29k |
124.17 |
Raytheon Technologies Corp
(RTX)
|
0.6 |
$3.6M |
|
37k |
97.53 |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb
(BSCP)
|
0.6 |
$3.6M |
|
174k |
20.43 |
PNC Financial Services
(PNC)
|
0.6 |
$3.5M |
|
22k |
161.60 |
Aramark Hldgs
(ARMK)
|
0.5 |
$3.3M |
|
103k |
32.52 |
Comcast Corp Cl A
(CMCSA)
|
0.5 |
$3.3M |
|
77k |
43.35 |
Tc Energy Corp
(TRP)
|
0.5 |
$3.3M |
|
83k |
40.20 |
Yum! Brands
(YUM)
|
0.5 |
$3.3M |
|
24k |
138.65 |
Equinix
(EQIX)
|
0.5 |
$3.3M |
|
4.0k |
825.34 |
Astrazeneca Sponsored Adr
(AZN)
|
0.5 |
$3.2M |
|
48k |
67.75 |
Texas Instruments Incorporated
(TXN)
|
0.5 |
$3.1M |
|
18k |
174.21 |
PG&E Corporation
(PCG)
|
0.5 |
$3.0M |
|
182k |
16.76 |
Mondelez Intl Cl A
(MDLZ)
|
0.5 |
$3.0M |
|
43k |
70.00 |
Lauder Estee Cos Cl A
(EL)
|
0.5 |
$3.0M |
|
20k |
154.15 |
Meta Platforms Cl A
(META)
|
0.5 |
$2.9M |
|
6.0k |
485.55 |
Invesco Exch Trd Slf Idx Buletshs 2029
(BSCT)
|
0.4 |
$2.6M |
|
143k |
18.30 |
Eli Lilly & Co.
(LLY)
|
0.4 |
$2.5M |
|
3.2k |
777.91 |
Invesco Exch Trd Slf Idx Invsco Blsh 28
(BSCS)
|
0.4 |
$2.5M |
|
123k |
20.07 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$1.9M |
|
2.1k |
903.70 |
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
0.3 |
$1.7M |
|
19k |
91.80 |
Wal-Mart Stores
(WMT)
|
0.3 |
$1.6M |
|
27k |
60.17 |
First Financial Ban
(FFBC)
|
0.3 |
$1.6M |
|
73k |
22.42 |
Chevron Corporation
(CVX)
|
0.2 |
$1.6M |
|
10k |
157.75 |
Goldman Sachs
(GS)
|
0.2 |
$1.6M |
|
3.8k |
417.65 |
Danaher Corporation
(DHR)
|
0.2 |
$1.6M |
|
6.3k |
249.71 |
McDonald's Corporation
(MCD)
|
0.2 |
$1.5M |
|
5.5k |
281.97 |
S&p Global
(SPGI)
|
0.2 |
$1.5M |
|
3.6k |
425.50 |
Bank of America Corporation
(BAC)
|
0.2 |
$1.5M |
|
40k |
37.92 |
Nextera Energy
(NEE)
|
0.2 |
$1.5M |
|
23k |
63.91 |
Cme
(CME)
|
0.2 |
$1.4M |
|
6.6k |
215.29 |
Chipotle Mexican Grill
(CMG)
|
0.2 |
$1.4M |
|
467.00 |
2906.77 |
Caterpillar
(CAT)
|
0.2 |
$1.3M |
|
3.6k |
366.43 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.2 |
$1.3M |
|
1.4k |
970.47 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$1.3M |
|
25k |
50.60 |
Anthem
(ELV)
|
0.2 |
$1.2M |
|
2.3k |
518.65 |
Duke Energy Corp Com New
(DUK)
|
0.2 |
$1.2M |
|
12k |
96.71 |
Dollar General
(DG)
|
0.2 |
$1.2M |
|
7.6k |
156.06 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$1.1M |
|
1.6k |
732.47 |
Merck & Co
(MRK)
|
0.2 |
$1.1M |
|
8.0k |
131.95 |
Capital Grp Fixed Incm Etf T Municipal Income
(CGMU)
|
0.2 |
$1.0M |
|
38k |
27.01 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.2 |
$1.0M |
|
7.4k |
136.05 |
Tesla Motors
(TSLA)
|
0.2 |
$975k |
|
5.5k |
175.80 |
EOG Resources
(EOG)
|
0.2 |
$962k |
|
7.5k |
127.84 |
Sherwin-Williams Company
(SHW)
|
0.1 |
$949k |
|
2.7k |
347.38 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$948k |
|
1.9k |
504.60 |
TransDigm Group Incorporated
(TDG)
|
0.1 |
$945k |
|
767.00 |
1231.60 |
Centene Corporation
(CNC)
|
0.1 |
$934k |
|
12k |
78.48 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.1 |
$919k |
|
6.1k |
150.93 |
Coca-Cola Company
(KO)
|
0.1 |
$868k |
|
14k |
61.18 |
Shopify Cl A
(SHOP)
|
0.1 |
$861k |
|
11k |
77.17 |
Netflix
(NFLX)
|
0.1 |
$856k |
|
1.4k |
607.33 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.1 |
$838k |
|
1.6k |
522.92 |
Cisco Systems
(CSCO)
|
0.1 |
$837k |
|
17k |
49.91 |
Waste Connections
(WCN)
|
0.1 |
$832k |
|
4.8k |
172.01 |
International Business Machines
(IBM)
|
0.1 |
$828k |
|
4.3k |
190.97 |
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.1 |
$823k |
|
14k |
57.86 |
Uber Technologies
(UBER)
|
0.1 |
$819k |
|
11k |
76.99 |
Verizon Communications
(VZ)
|
0.1 |
$816k |
|
19k |
41.96 |
Airbnb Com Cl A
(ABNB)
|
0.1 |
$787k |
|
4.8k |
164.96 |
Automatic Data Processing
(ADP)
|
0.1 |
$781k |
|
3.1k |
249.73 |
Amgen
(AMGN)
|
0.1 |
$770k |
|
2.7k |
284.31 |
Jacobs Engineering Group
(J)
|
0.1 |
$730k |
|
4.7k |
153.73 |
Marathon Petroleum Corp
(MPC)
|
0.1 |
$676k |
|
3.4k |
201.47 |
Pepsi
(PEP)
|
0.1 |
$631k |
|
3.6k |
175.01 |
Lowe's Companies
(LOW)
|
0.1 |
$620k |
|
2.4k |
254.76 |
Freeport-mcmoran CL B
(FCX)
|
0.1 |
$603k |
|
13k |
47.02 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.1 |
$585k |
|
1.4k |
418.01 |
EQT Corporation
(EQT)
|
0.1 |
$584k |
|
16k |
37.07 |
Deere & Company
(DE)
|
0.1 |
$563k |
|
1.4k |
410.74 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$562k |
|
1.3k |
443.99 |
Alnylam Pharmaceuticals
(ALNY)
|
0.1 |
$520k |
|
3.5k |
149.45 |
Philip Morris International
(PM)
|
0.1 |
$497k |
|
5.4k |
91.63 |
Axon Enterprise
(AXON)
|
0.1 |
$483k |
|
1.5k |
312.88 |
Progressive Corporation
(PGR)
|
0.1 |
$479k |
|
2.3k |
206.82 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$474k |
|
4.1k |
116.25 |
Cloudflare Cl A Com
(NET)
|
0.1 |
$469k |
|
4.8k |
96.83 |
Fs Kkr Capital Corp
(FSK)
|
0.1 |
$463k |
|
24k |
19.07 |
Clorox Company
(CLX)
|
0.1 |
$463k |
|
3.0k |
153.11 |
Kroger
(KR)
|
0.1 |
$459k |
|
8.0k |
57.13 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.1 |
$459k |
|
9.0k |
50.74 |
General Electric Com New
(GE)
|
0.1 |
$453k |
|
2.6k |
175.50 |
Northrop Grumman Corporation
(NOC)
|
0.1 |
$441k |
|
920.00 |
478.75 |
Qualcomm
(QCOM)
|
0.1 |
$423k |
|
2.5k |
169.28 |
Agnico
(AEM)
|
0.1 |
$419k |
|
7.0k |
59.65 |
CSX Corporation
(CSX)
|
0.1 |
$417k |
|
11k |
37.07 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$403k |
|
959.00 |
420.52 |
Intuitive Surgical Com New
(ISRG)
|
0.1 |
$399k |
|
1.0k |
399.09 |
Cintas Corporation
(CTAS)
|
0.1 |
$384k |
|
558.00 |
687.22 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$370k |
|
6.8k |
54.23 |
Fs Credit Opportunities Corp Common Stock
(FSCO)
|
0.1 |
$361k |
|
61k |
5.93 |
CVS Caremark Corporation
(CVS)
|
0.1 |
$359k |
|
4.5k |
79.76 |
Union Pacific Corporation
(UNP)
|
0.1 |
$342k |
|
1.4k |
245.96 |
Johnson & Johnson
(JNJ)
|
0.1 |
$327k |
|
2.1k |
158.22 |
Innovator Etfs Trust Us Eqty Buf Dec
(BDEC)
|
0.0 |
$306k |
|
7.5k |
40.60 |
Charles Schwab Corporation
(SCHW)
|
0.0 |
$300k |
|
4.1k |
72.34 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.0 |
$291k |
|
6.3k |
46.00 |
Kla Corp Com New
(KLAC)
|
0.0 |
$290k |
|
415.00 |
698.81 |
Broadridge Financial Solutions
(BR)
|
0.0 |
$267k |
|
1.3k |
204.86 |
Innovator Etfs Trust Us Eqt Ultra Bf
(UAPR)
|
0.0 |
$261k |
|
9.3k |
28.16 |
Intel Corporation
(INTC)
|
0.0 |
$258k |
|
5.8k |
44.17 |
Enterprise Products Partners
(EPD)
|
0.0 |
$258k |
|
8.8k |
29.18 |
Starbucks Corporation
(SBUX)
|
0.0 |
$236k |
|
2.6k |
91.39 |
Innovator Etfs Trust Us Eqt Bufr Apr
(BAPR)
|
0.0 |
$235k |
|
5.9k |
40.04 |
salesforce
(CRM)
|
0.0 |
$226k |
|
751.00 |
301.18 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.0 |
$218k |
|
2.8k |
76.68 |
Pfizer
(PFE)
|
0.0 |
$218k |
|
7.9k |
27.75 |
Lockheed Martin Corporation
(LMT)
|
0.0 |
$204k |
|
449.00 |
455.28 |
CenterPoint Energy
(CNP)
|
0.0 |
$204k |
|
7.2k |
28.49 |
FedEx Corporation
(FDX)
|
0.0 |
$200k |
|
692.00 |
289.63 |
Eos Energy Enterprises Com Cl A
(EOSE)
|
0.0 |
$192k |
|
187k |
1.03 |
Repro-Med Systems
(KRMD)
|
0.0 |
$36k |
|
15k |
2.36 |
Paxmedica Com New
(PXMD)
|
0.0 |
$20k |
|
40k |
0.51 |