Berkshire Hathaway Inc BRK.B | $4.49M | 0.74 | 10,667 | New | +$4.49M | 0.62 | |
| United Rentals, Inc. URI | $3.86M | 0.01 | 5,352 | New | +$3.86M | 0.53 | |
| HCA Healthcare, Inc. HCA | $3.53M | <0.01 | 10,594 | New | +$3.53M | 0.49 | |
| Blackstone Inc. BX | $3.19M | <0.01 | 24,258 | New | +$3.19M | 0.44 | |
| American Express Company AXP | $2.79M | <0.01 | 12,274 | New | +$2.79M | 0.39 | |
| Cisco Systems, Inc. CSCO | $3.22M | <0.01 | 64,687 | New | +$3.22M | 0.45 | |
| International Business Machines Corporation IBM | $3.19M | <0.01 | 16,696 | New | +$3.19M | 0.44 | |
| The Coca-Cola Company KO | $4.59M | <0.01 | 75,073 | New | +$4.59M | 0.63 | |
| JPMorgan Chase & Co. JPM | $6.07M | <0.01 | 30,260 | New | +$6.07M | 0.84 | |
| Exxon Mobil Corporation XOM | $5.02M | <0.01 | 43,199 | New | +$5.02M | 0.69 | |
| Johnson & Johnson JNJ | $5.05M | <0.01 | 31,942 | New | +$5.05M | 0.7 | |
| Walmart Inc. WMT | $5.14M | <0.01 | 85,265 | New | +$5.14M | 0.71 | |
| The Procter & Gamble Company PG | $4.88M | <0.01 | 30,028 | New | +$4.88M | 0.67 | |
| NVIDIA Corporation NVDA | $12.31M | <0.01 | 13,627 | New | +$12.31M | 1.7 | |
| Amazon.com, Inc. AMZN | $10.23M | <0.01 | 56,793 | New | +$10.23M | 1.41 | |
| Chevron Corporation CVX | $3.58M | <0.01 | 22,692 | New | +$3.58M | 0.49 | |
| Merck & Co., Inc. MRK | $3.76M | <0.01 | 28,279 | New | +$3.76M | 0.52 | |
| Apple Inc. AAPL | $30.12M | <0.01 | 175,515 | New | +$30.12M | 4.16 | |
| Costco Wholesale Corporation COST | $2.8M | <0.01 | 3,803 | New | +$2.8M | 0.39 | |
| McDonald's Corporation MCD | $2.96M | <0.01 | 10,460 | New | +$2.96M | 0.41 | |
| The Home Depot, Inc. HD | $3.19M | <0.01 | 8,274 | New | +$3.19M | 0.44 | |
| Visa Inc. V | $4.3M | <0.01 | 15,420 | New | +$4.3M | 0.59 | |
Capital Group Dividend Value ETF CGDV | $17.35M | <0.01 | 534,605 | New | +$17.35M | 2.4 | |
Alphabet Inc. GOOGL | $4.03M | <0.01 | 26,715 | New | +$4.03M | 0.56 | |
ProShares Ultra Real Estate URE | $24M | <0.01 | 15,000 | New | +$24M | 3.32 | |
SPDR Gold Shares GLD | $4.41M | <0.01 | 21,449 | New | +$4.41M | 0.61 | |
SPDR S&P 500 ETF Trust SPY | $6.28M | <0.01 | 12,093 | New | +$6.28M | 0.87 | |
iShares Russell 1000 ETF IWB | $3.15M | <0.01 | 10,974 | New | +$3.15M | 0.44 | |
Vanguard Emerging Markets Stock Index Fund VWO | $9.81M | <0.01 | 235,989 | New | +$9.81M | 1.35 | |
Fidelity Blue Chip Growth ETF FBCG | $11.39M | <0.01 | 296,037 | New | +$11.39M | 1.57 | |
Vanguard Total Bond Market Index Fund BND | $12.82M | <0.01 | 177,200 | New | +$12.82M | 1.77 | |
iShares Core S&P 500 ETF IVV | $21.14M | <0.01 | 38,032 | New | +$21.14M | 2.92 | |
Vanguard Large Cap Index Fund VV | $41.23M | <0.01 | 172,194 | New | +$41.23M | 5.7 | |
iShares Select Dividend ETF DVY | $7.58M | <0.01 | 61,741 | New | +$7.58M | 1.05 | |
iShares MSCI Intl Quality Factor ETF IQLT | $3.51M | <0.01 | 88,603 | New | +$3.51M | 0.48 | |
Vanguard Growth Index Fund VUG | $3.93M | <0.01 | 11,990 | New | +$3.93M | 0.54 | |
iShares Core Dividend Growth ETF DGRO | $3.77M | <0.01 | 63,286 | New | +$3.77M | 0.52 | |
| Microsoft Corporation MSFT | $15.14M | <0.01 | 35,874 | New | +$15.14M | 2.09 | |
iShares Core S&P Small-Cap ETF IJR | $21.77M | <0.01 | 197,055 | New | +$21.77M | 3.01 | |
Vanguard Value Index Fund VTV | $4.67M | <0.01 | 30,274 | New | +$4.67M | 0.65 | |
iShares Core U.S. Aggregate Bond ETF AGG | $6.77M | <0.01 | 69,722 | New | +$6.77M | 0.94 | |
iShares Core S&P Mid-Cap ETF IJH | $27.64M | <0.01 | 448,633 | New | +$27.64M | 3.82 | |
Vanguard Mid Cap Index Fund VO | $2.86M | <0.01 | 11,731 | New | +$2.86M | 0.39 | |
VanEck Morningstar Wide Moat ETF MOAT | $5.23M | <0.01 | 58,060 | New | +$5.23M | 0.72 | |
iShares Core MSCI EAFE ETF IEFA | $4.31M | <0.01 | 55,738 | New | +$4.31M | 0.6 | |
Vanguard Dividend Appreciation Index Fund VIG | $5.94M | <0.01 | 32,565 | New | +$5.94M | 0.82 | |
| Meta Platforms, Inc. META | $3.63M | <0.01 | 7,459 | New | +$3.63M | 0.5 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $10.4M | <0.01 | 177,757 | New | +$10.4M | 1.44 | |
Capital Group Core Equity ETF CGUS | $7.59M | <0.01 | 244,578 | New | +$7.59M | 1.05 | |
Capital Group Growth ETF CGGR | $13.8M | <0.01 | 431,873 | New | +$13.8M | 1.91 |