Berkshire Hathaway Inc BRK.B | $52.53M | 8.69 | 124,905 | -1.96% | -$1.05M | 0.84 | |
| Cabot Corporation CBT | $51.35M | 1.01 | 556,970 | -3.86% | -$2.06M | 0.82 | |
| Coupang, Inc. CPNG | $235.89M | 0.74 | 13.26M | -0.65% | -$1.55M | 3.77 | |
| The TJX Companies, Inc. TJX | $282.45M | 0.25 | 2.78M | -0.03% | -$83,671.50 | 4.51 | |
| Church & Dwight Co., Inc. CHD | $34.5M | 0.14 | 330,789 | -1.77% | -$623,252.26 | 0.55 | |
| Coterra Energy Inc. CTRA | $27.32M | 0.13 | 979,929 | -4.64% | -$1.33M | 0.44 | |
| KLA Corporation KLAC | $31.79M | 0.03 | 45,505 | -3.16% | -$1.04M | 0.51 | |
| Illinois Tool Works Inc. ITW | $23.9M | 0.03 | 89,084 | -1.34% | -$324,679.30 | 0.38 | |
| Automatic Data Processing, Inc. ADP | $27.65M | 0.03 | 110,726 | -1.65% | -$464,266.66 | 0.44 | |
| Morgan Stanley MS | $35.45M | 0.02 | 376,469 | -0.53% | -$189,449.92 | 0.57 | |
| PepsiCo, Inc. PEP | $51.94M | 0.02 | 296,770 | -1.28% | -$673,438.47 | 0.83 | |
| The Home Depot, Inc. HD | $77.85M | 0.02 | 202,955 | -1.07% | -$843,152.80 | 1.24 | |
| Abbott Laboratories ABT | $34.83M | 0.02 | 306,477 | -0.5% | -$176,627.64 | 0.56 | |
| AbbVie Inc. ABBV | $54.91M | 0.02 | 301,516 | +0.4% | +$215,788.50 | 0.88 | |
| Thermo Fisher Scientific Inc. TMO | $38.71M | 0.02 | 66,608 | -1.77% | -$698,033.22 | 0.62 | |
| Union Pacific Corporation UNP | $24.33M | 0.02 | 98,917 | +0.69% | +$166,494.60 | 0.39 | |
| Merck & Co., Inc. MRK | $54.03M | 0.02 | 409,500 | +0.67% | +$361,806.90 | 0.86 | |
| The Procter & Gamble Company PG | $59.66M | 0.02 | 367,680 | +1.99% | +$1.16M | 0.95 | |
| Cisco Systems, Inc. CSCO | $29.97M | 0.02 | 600,546 | -2.35% | -$722,147.79 | 0.48 | |
| McDonald's Corporation MCD | $30.06M | 0.02 | 106,622 | +1.22% | +$362,023.80 | 0.48 | |
| Exxon Mobil Corporation XOM | $72.09M | 0.01 | 620,207 | +10.83% | +$7.04M | 1.15 | |
| Johnson & Johnson JNJ | $52.94M | 0.01 | 334,690 | -1.58% | -$850,587.63 | 0.85 | |
| Caterpillar Inc. CAT | $24.02M | 0.01 | 65,539 | +1.71% | +$404,538.72 | 0.38 | |
| Apple Inc. AAPL | $277.54M | 0.01 | 1.62M | -2.48% | -$7.05M | 4.43 | |
| JPMorgan Chase & Co. JPM | $60.69M | 0.01 | 303,013 | +3.31% | +$1.95M | 0.97 | |
| Chevron Corporation CVX | $29.77M | 0.01 | 188,736 | +1.18% | +$347,028.00 | 0.48 | |
| Microsoft Corporation MSFT | $285.48M | 0.01 | 678,546 | -1.34% | -$3.89M | 4.56 | |
| Costco Wholesale Corporation COST | $29.49M | 0.01 | 40,253 | +2.15% | +$620,537.62 | 0.47 | |
| UnitedHealth Group Incorporated UNH | $34.81M | 0.01 | 70,359 | +0.7% | +$242,403.00 | 0.56 | |
| Broadcom Inc. AVGO | $49.01M | 0.01 | 36,975 | +1.43% | +$689,213.19 | 0.78 | |
| Visa Inc. V | $36.81M | 0.01 | 131,883 | -2.12% | -$795,936.15 | 0.59 | |
| Amazon.com, Inc. AMZN | $111.56M | 0.01 | 618,445 | -2.79% | -$3.2M | 1.78 | |
Novo Nordisk A/S NVO | $26.67M | 0.01 | 207,694 | -0.92% | -$247,811.99 | 0.43 | |
Alphabet Inc. GOOGL | $109.39M | 0.01 | 724,759 | +3.13% | +$3.32M | 1.75 | |
| Alphabet Inc. GOOG | $53.83M | <0.01 | 353,542 | -2.63% | -$1.45M | 0.86 | |
| NVIDIA Corporation NVDA | $52.72M | <0.01 | 58,347 | -7.19% | -$4.08M | 0.84 | |
Vanguard Developed Markets Index Fund VEA | $271.28M | <0.01 | 5.41M | +0.92% | +$2.47M | 4.33 | |
iShares Core S&P Small-Cap ETF IJR | $51.81M | <0.01 | 468,742 | -1.82% | -$961,524.00 | 0.83 | |
iShares Core S&P Mid-Cap ETF IJH | $112.28M | <0.01 | 1.85M | +403.36% | +$89.97M | 1.79 | |
iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB | $76.82M | <0.01 | 1.5M | +1.49% | +$1.12M | 1.23 | |
iShares Core MSCI EAFE ETF IEFA | $285.32M | <0.01 | 3.84M | +10.76% | +$27.72M | 4.56 | |
SPDR S&P 500 ETF Trust SPY | $27.05M | <0.01 | 51,721 | -12.92% | -$4.01M | 0.43 | |
Schwab U.S. Dividend Equity ETF SCHD | $55.63M | <0.01 | 689,982 | -34.38% | -$29.15M | 0.89 | |
iShares ESG Aware MSCI USA Small-Cap ETF ESML | $36.77M | <0.01 | 913,030 | -1.18% | -$437,775.17 | 0.59 | |
Invesco S&P 500 Equal Weight ETF RSP | $192.17M | <0.01 | 1.13M | +1.1% | +$2.09M | 3.07 | |
Vanguard Total Stock Market Index Fund VTI | $36.89M | <0.01 | 141,931 | +36.04% | +$9.77M | 0.59 | |
iShares ESG Aware MSCI USA ETF ESGU | $54.03M | <0.01 | 469,968 | +4.05% | +$2.1M | 0.86 | |
iShares Core S&P 500 ETF IVV | $785.04M | <0.01 | 1.49M | +7.34% | +$53.66M | 12.53 | |
Vanguard 500 Index Fund VOO | $38.82M | <0.01 | 80,751 | -0.19% | -$75,469.90 | 0.62 | |
iShares ESG Aware MSCI EAFE ETF ESGD | $36.72M | <0.01 | 459,565 | +3.8% | +$1.34M | 0.59 |