Vanguard Scottsdale Fds Vng Rus1000grw
(VONG)
|
8.0 |
$12M |
|
175k |
70.76 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
6.6 |
$10M |
|
207k |
48.88 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
6.5 |
$10M |
|
281k |
35.65 |
Terran Orbital Corporation
(LLAP)
|
5.7 |
$8.8M |
|
5.9M |
1.50 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
5.6 |
$8.6M |
|
118k |
72.62 |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb
|
4.7 |
$7.3M |
|
344k |
21.17 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
3.9 |
$6.1M |
|
62k |
97.95 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
3.8 |
$5.8M |
|
140k |
41.45 |
Invesco Exch Trd Slf Idx Bulshs 2023 Hy
|
2.3 |
$3.6M |
|
153k |
23.51 |
Spdr Ser Tr S&P 600 SMCP GRW
(SLYG)
|
2.3 |
$3.5M |
|
46k |
76.96 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
2.3 |
$3.5M |
|
46k |
74.95 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
2.1 |
$3.2M |
|
45k |
71.03 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
1.7 |
$2.7M |
|
25k |
106.07 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
1.5 |
$2.4M |
|
73k |
32.54 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.5 |
$2.3M |
|
51k |
46.16 |
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
1.5 |
$2.3M |
|
30k |
77.19 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
1.4 |
$2.2M |
|
20k |
110.48 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
1.4 |
$2.2M |
|
63k |
34.38 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.4 |
$2.1M |
|
13k |
165.40 |
Vanguard Index Fds Value Etf
(VTV)
|
1.4 |
$2.1M |
|
15k |
142.10 |
Adobe Systems Incorporated
(ADBE)
|
1.3 |
$2.1M |
|
4.2k |
488.99 |
Ishares Tr Core Intl Aggr
(IAGG)
|
1.3 |
$2.0M |
|
41k |
49.29 |
Fidelity Covington Trust Msci Rl Est Etf
(FREL)
|
1.2 |
$1.9M |
|
76k |
25.09 |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb
(BSCP)
|
1.1 |
$1.7M |
|
87k |
20.13 |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb
(BSCO)
|
1.1 |
$1.7M |
|
84k |
20.57 |
Amazon
(AMZN)
|
1.1 |
$1.6M |
|
13k |
130.36 |
Ishares Tr Rus 1000 Etf
(IWB)
|
1.1 |
$1.6M |
|
6.6k |
243.75 |
Microsoft Corporation
(MSFT)
|
0.9 |
$1.3M |
|
4.0k |
340.54 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.9 |
$1.3M |
|
18k |
75.23 |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb
(BSCQ)
|
0.8 |
$1.2M |
|
61k |
18.95 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.7 |
$1.1M |
|
13k |
83.56 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.6 |
$962k |
|
19k |
50.14 |
Cloudflare Cl A Com
(NET)
|
0.6 |
$955k |
|
15k |
65.37 |
Ishares Tr Usd Grn Bond Etf
(BGRN)
|
0.5 |
$778k |
|
17k |
46.54 |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb
(BSCR)
|
0.5 |
$754k |
|
40k |
19.03 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.5 |
$744k |
|
6.1k |
120.97 |
Netflix
(NFLX)
|
0.5 |
$739k |
|
1.7k |
440.49 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.5 |
$735k |
|
3.3k |
220.19 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.5 |
$700k |
|
1.5k |
478.75 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.4 |
$671k |
|
2.4k |
275.18 |
Vanguard Admiral Fds SMLCP 600 GRTH
(VIOG)
|
0.4 |
$665k |
|
6.7k |
99.12 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.4 |
$644k |
|
19k |
33.77 |
Ishares Tr Ibonds Dec23 Etf
|
0.4 |
$628k |
|
25k |
25.29 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$612k |
|
6.1k |
99.66 |
Cisco Systems
(CSCO)
|
0.4 |
$607k |
|
12k |
51.74 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.4 |
$606k |
|
9.0k |
67.50 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.4 |
$570k |
|
8.5k |
67.09 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.4 |
$561k |
|
1.8k |
308.58 |
Ishares Tr Morningstar Grwt
(ILCG)
|
0.4 |
$560k |
|
9.0k |
62.34 |
Medtronic SHS
(MDT)
|
0.4 |
$555k |
|
6.3k |
88.10 |
Servicenow
(NOW)
|
0.4 |
$548k |
|
975.00 |
561.97 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.3 |
$526k |
|
21k |
24.63 |
Ishares Tr Ibonds Dec24 Etf
(IBDP)
|
0.3 |
$526k |
|
21k |
24.62 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.3 |
$503k |
|
11k |
46.18 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.3 |
$488k |
|
9.0k |
54.41 |
Ishares Core Msci Emkt
(IEMG)
|
0.3 |
$471k |
|
9.5k |
49.29 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.3 |
$471k |
|
9.4k |
50.22 |
Mastercard Incorporated Cl A
(MA)
|
0.3 |
$462k |
|
1.2k |
393.30 |
Spdr Ser Tr Bloomberg High Y
(JNK)
|
0.3 |
$452k |
|
4.9k |
92.03 |
Novo-nordisk A S Adr
(NVO)
|
0.3 |
$437k |
|
2.7k |
161.83 |
Visa Com Cl A
(V)
|
0.3 |
$435k |
|
1.8k |
237.48 |
Coca-Cola Company
(KO)
|
0.3 |
$434k |
|
7.2k |
60.22 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$429k |
|
1.9k |
220.33 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.3 |
$426k |
|
5.9k |
72.49 |
salesforce
(CRM)
|
0.3 |
$423k |
|
2.0k |
211.26 |
Merck & Co
(MRK)
|
0.3 |
$401k |
|
3.5k |
115.39 |
Nushares Etf Tr Esg Hi Tld Crp
(NUHY)
|
0.3 |
$399k |
|
19k |
20.56 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$398k |
|
5.5k |
72.69 |
Paypal Holdings
(PYPL)
|
0.3 |
$390k |
|
5.8k |
66.73 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$389k |
|
878.00 |
443.15 |
Sony Group Corporation Sponsored Adr
(SONY)
|
0.2 |
$378k |
|
4.2k |
90.04 |
Procter & Gamble Company
(PG)
|
0.2 |
$377k |
|
2.5k |
151.74 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.2 |
$370k |
|
7.8k |
47.17 |
Philip Morris International
(PM)
|
0.2 |
$370k |
|
3.8k |
97.62 |
Autodesk
(ADSK)
|
0.2 |
$366k |
|
1.8k |
204.61 |
Airbnb Com Cl A
(ABNB)
|
0.2 |
$350k |
|
2.7k |
128.16 |
Qualcomm
(QCOM)
|
0.2 |
$344k |
|
2.9k |
119.04 |
UnitedHealth
(UNH)
|
0.2 |
$344k |
|
715.00 |
480.64 |
Abbott Laboratories
(ABT)
|
0.2 |
$333k |
|
3.1k |
109.02 |
Verizon Communications
(VZ)
|
0.2 |
$333k |
|
8.9k |
37.19 |
Comcast Corp Cl A
(CMCSA)
|
0.2 |
$328k |
|
7.9k |
41.55 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.2 |
$326k |
|
8.8k |
36.99 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.2 |
$325k |
|
1.3k |
242.71 |
Pfizer
(PFE)
|
0.2 |
$323k |
|
8.8k |
36.68 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.2 |
$322k |
|
4.8k |
67.50 |
Wells Fargo & Company
(WFC)
|
0.2 |
$305k |
|
7.1k |
42.68 |
McDonald's Corporation
(MCD)
|
0.2 |
$302k |
|
1.0k |
298.41 |
Abbvie
(ABBV)
|
0.2 |
$284k |
|
2.1k |
134.73 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$282k |
|
6.9k |
40.68 |
Wec Energy Group
(WEC)
|
0.2 |
$278k |
|
3.2k |
88.24 |
Alcon Ord Shs
(ALC)
|
0.2 |
$276k |
|
3.4k |
82.11 |
Bank of America Corporation
(BAC)
|
0.2 |
$274k |
|
9.5k |
28.69 |
Thermo Fisher Scientific
(TMO)
|
0.2 |
$271k |
|
520.00 |
521.75 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.2 |
$268k |
|
3.4k |
78.35 |
Apple
(AAPL)
|
0.2 |
$268k |
|
1.4k |
193.97 |
International Business Machines
(IBM)
|
0.2 |
$266k |
|
2.0k |
133.81 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$256k |
|
1.8k |
145.44 |
Canadian Pacific Kansas City
(CP)
|
0.2 |
$255k |
|
3.2k |
80.77 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.2 |
$246k |
|
339.00 |
724.75 |
Sap Se Spon Adr
(SAP)
|
0.2 |
$245k |
|
1.8k |
136.81 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.2 |
$244k |
|
2.2k |
108.87 |
Shell Spon Ads
(SHEL)
|
0.1 |
$231k |
|
3.8k |
60.38 |
Zoetis Cl A
(ZTS)
|
0.1 |
$230k |
|
1.3k |
172.21 |
Diageo Spon Adr New
(DEO)
|
0.1 |
$226k |
|
1.3k |
173.48 |
Illumina
(ILMN)
|
0.1 |
$226k |
|
1.2k |
187.49 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$223k |
|
2.8k |
81.17 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$223k |
|
853.00 |
261.54 |
Chevron Corporation
(CVX)
|
0.1 |
$218k |
|
1.4k |
157.35 |
Linde SHS
(LIN)
|
0.1 |
$217k |
|
569.00 |
381.08 |
United Parcel Service CL B
(UPS)
|
0.1 |
$211k |
|
1.2k |
179.25 |
Pepsi
(PEP)
|
0.1 |
$211k |
|
1.1k |
185.22 |
Agnico
(AEM)
|
0.1 |
$208k |
|
4.2k |
49.98 |
Rentokil Initial Sponsored Adr
(RTO)
|
0.1 |
$205k |
|
5.3k |
39.01 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.1 |
$202k |
|
10k |
19.53 |
At&t
(T)
|
0.1 |
$189k |
|
12k |
15.95 |
Haleon Spon Ads
(HLN)
|
0.1 |
$166k |
|
20k |
8.38 |
Ready Cap Corp Com reit
(RC)
|
0.1 |
$162k |
|
14k |
11.28 |
Kayne Anderson MLP Investment
(KYN)
|
0.1 |
$90k |
|
11k |
8.14 |
Geron Corporation
(GERN)
|
0.0 |
$32k |
|
10k |
3.21 |