Berkshire Hathaway Inc BRK.B | $56.65M | 9.38 | 134,712 | -16.07% | -$10.85M | 0.85 | |
| Chipotle Mexican Grill, Inc. CMG | $35.26M | 0.04 | 12,131 | -4.42% | -$1.63M | 0.53 | |
| Canadian Pacific Railway Limited CP | $33.14M | 0.04 | 375,833 | -3.97% | -$1.37M | 0.49 | |
| Eaton Corporation plc ETN | $43.13M | 0.04 | 137,951 | -17.89% | -$9.4M | 0.64 | |
| ServiceNow, Inc. NOW | $52.84M | 0.03 | 69,304 | -3.42% | -$1.87M | 0.79 | |
| Union Pacific Corporation UNP | $50.17M | 0.03 | 203,990 | -1.81% | -$926,172.09 | 0.75 | |
| Starbucks Corporation SBUX | $33.88M | 0.03 | 370,674 | -0.62% | -$209,922.70 | 0.51 | |
| Honeywell International Inc. HON | $34.27M | 0.03 | 166,964 | +8.27% | +$2.62M | 0.51 | |
| Chevron Corporation CVX | $73.39M | 0.03 | 465,287 | -1.44% | -$1.07M | 1.09 | |
| Lowe's Companies, Inc. LOW | $35.77M | 0.03 | 140,412 | -1.63% | -$592,245.70 | 0.53 | |
| Costco Wholesale Corporation COST | $73.59M | 0.02 | 100,450 | -3.57% | -$2.73M | 1.1 | |
| The Home Depot, Inc. HD | $82.56M | 0.02 | 215,215 | -1.72% | -$1.44M | 1.23 | |
| AbbVie Inc. ABBV | $66.93M | 0.02 | 367,552 | +2.18% | +$1.43M | 1 | |
| Danaher Corporation DHR | $36.39M | 0.02 | 145,709 | -4.15% | -$1.58M | 0.54 | |
| QUALCOMM Incorporated QCOM | $38.61M | 0.02 | 228,078 | +4.72% | +$1.74M | 0.58 | |
| American Express Company AXP | $33.3M | 0.02 | 146,270 | -0.92% | -$307,380.30 | 0.5 | |
| Mastercard Incorporated MA | $82.97M | 0.02 | 172,283 | -4.3% | -$3.73M | 1.24 | |
| Visa Inc. V | $99.69M | 0.02 | 357,209 | -2.48% | -$2.53M | 1.49 | |
| The Coca-Cola Company KO | $42.37M | 0.02 | 692,508 | -5.48% | -$2.46M | 0.63 | |
| Johnson & Johnson JNJ | $54.16M | 0.01 | 342,399 | -0.69% | -$373,961.09 | 0.81 | |
| JPMorgan Chase & Co. JPM | $80.5M | 0.01 | 401,903 | -1.21% | -$984,875.03 | 1.2 | |
| Microsoft Corporation MSFT | $405.17M | 0.01 | 963,039 | -2.67% | -$11.1M | 6.04 | |
| Apple Inc. AAPL | $341.5M | 0.01 | 1.99M | -4.04% | -$14.37M | 5.09 | |
| Merck & Co., Inc. MRK | $43.21M | 0.01 | 327,504 | -1.4% | -$613,039.32 | 0.64 | |
| UnitedHealth Group Incorporated UNH | $53.63M | 0.01 | 108,402 | -1.09% | -$593,142.55 | 0.8 | |
| Eli Lilly and Company LLY | $81.09M | 0.01 | 104,237 | -3.88% | -$3.27M | 1.21 | |
| The Procter & Gamble Company PG | $39.65M | 0.01 | 244,369 | -0.68% | -$269,658.88 | 0.59 | |
| Amazon.com, Inc. AMZN | $183.7M | 0.01 | 1.02M | -3.37% | -$6.41M | 2.74 | |
| Exxon Mobil Corporation XOM | $49.8M | 0.01 | 428,434 | -2.67% | -$1.37M | 0.74 | |
| Broadcom Inc. AVGO | $44.2M | 0.01 | 33,350 | -6.76% | -$3.2M | 0.66 | |
| NVIDIA Corporation NVDA | $138.68M | 0.01 | 153,480 | -4.43% | -$6.43M | 2.07 | |
| Meta Platforms, Inc. META | $76.15M | 0.01 | 156,830 | -1.1% | -$846,365.35 | 1.14 | |
Alphabet Inc. GOOGL | $97.36M | 0.01 | 645,069 | -3.27% | -$3.29M | 1.45 | |
| Alphabet Inc. GOOG | $89.82M | 0.01 | 589,893 | -3.71% | -$3.46M | 1.34 | |
Vanguard Mid Cap Index Fund VO | $103.22M | <0.01 | 413,127 | -0.92% | -$956,214.65 | 1.54 | |
abrdn Physical Precious Metals Basket Shares ETF GLTR | $34.12M | <0.01 | 357,264 | -6.06% | -$2.2M | 0.51 | |
iShares Russell Mid-Cap Growth ETF IWP | $84.11M | <0.01 | 736,931 | +10.51% | +$8M | 1.25 | |
Vanguard Small Cap Index Fund VB | $83.39M | <0.01 | 364,782 | +1.25% | +$1.03M | 1.24 | |
iShares Core U.S. Aggregate Bond ETF AGG | $37.98M | <0.01 | 387,792 | -19% | -$8.91M | 0.57 | |
iShares Russell 1000 Growth ETF IWF | $144.02M | <0.01 | 427,305 | +18.27% | +$22.25M | 2.15 | |
iShares MSCI EAFE ETF EFA | $118.62M | <0.01 | 1.49M | -1.74% | -$2.1M | 1.77 | |
iShares Russell 1000 Value ETF IWD | $58.94M | <0.01 | 329,049 | -1.38% | -$826,591.21 | 0.88 | |
iShares S&P Mid-Cap 400 Value ETF IJJ | $81.68M | <0.01 | 690,549 | +20.68% | +$14M | 1.22 | |
iShares Cohen & Steers REIT ETF ICF | $34.85M | <0.01 | 603,943 | +0.91% | +$312,445.37 | 0.52 | |
iShares 20+ Year Treasury Bond ETF TLT | $85.75M | <0.01 | 906,283 | +12.87% | +$9.78M | 1.28 | |
SPDR S&P 500 ETF Trust SPY | $101.34M | <0.01 | 193,744 | -4.39% | -$4.65M | 1.51 | |
Schwab U.S. Dividend Equity ETF SCHD | $101.73M | <0.01 | 1.26M | +15.59% | +$13.72M | 1.52 | |
FlexShares Morningstar Global Upstream Natural Resources Index Fund GUNR | $79.58M | <0.01 | 1.94M | -1.96% | -$1.59M | 1.19 | |
Vanguard Emerging Markets Stock Index Fund VWO | $45.32M | <0.01 | 1.09M | -18.79% | -$10.49M | 0.68 | |
Vanguard Growth Index Fund VUG | $190.35M | <0.01 | 553,012 | +0.76% | +$1.44M | 2.84 |