Berkshire Hathaway Inc BRK.B | $100M | 16.55 | 237,797 | +0.69% | +$685,872.27 | 0.44 | |
| Chevron Corporation CVX | $98.86M | 0.03 | 626,707 | +7.04% | +$6.5M | 0.43 | |
| AbbVie Inc. ABBV | $101.48M | 0.03 | 557,254 | +0.63% | +$630,612.59 | 0.44 | |
| JPMorgan Chase & Co. JPM | $166.28M | 0.03 | 830,138 | +2.28% | +$3.71M | 0.73 | |
| The Home Depot, Inc. HD | $107.97M | 0.03 | 281,477 | -0.03% | -$33,373.33 | 0.47 | |
| Visa Inc. V | $123.22M | 0.02 | 441,506 | +0.9% | +$1.1M | 0.54 | |
| Amazon.com, Inc. AMZN | $322.59M | 0.02 | 1.79M | +3.77% | +$11.72M | 1.41 | |
| Microsoft Corporation MSFT | $465.43M | 0.02 | 1.11M | -0.45% | -$2.12M | 2.03 | |
| Apple Inc. AAPL | $360.09M | 0.01 | 2.1M | +3.26% | +$11.38M | 1.57 | |
| NVIDIA Corporation NVDA | $283.63M | 0.01 | 313,897 | -2.22% | -$6.45M | 1.24 | |
| Meta Platforms, Inc. META | $165.27M | 0.01 | 340,364 | +2.04% | +$3.3M | 0.72 | |
| Eli Lilly and Company LLY | $90.75M | 0.01 | 116,651 | +7.04% | +$5.97M | 0.4 | |
Alphabet Inc. GOOGL | $183.41M | 0.01 | 1.22M | +0.81% | +$1.48M | 0.8 | |
| Alphabet Inc. GOOG | $91.81M | 0.01 | 602,951 | -0.64% | -$593,659.68 | 0.4 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $118.66M | <0.01 | 1.28M | +10.85% | +$11.61M | 0.52 | |
Capital Group Dividend Value ETF CGDV | $97.56M | <0.01 | 3M | +13.13% | +$11.33M | 0.43 | |
JPMorgan Equity Premium Income ETF JEPI | $123.91M | <0.01 | 2.14M | -3.51% | -$4.51M | 0.54 | |
iShares Core MSCI EAFE ETF IEFA | $197.36M | <0.01 | 2.66M | +8.34% | +$15.2M | 0.86 | |
Vanguard Growth Index Fund VUG | $257.34M | <0.01 | 747,649 | +1.97% | +$4.97M | 1.12 | |
Schwab U.S. Dividend Equity ETF SCHD | $125.76M | <0.01 | 1.56M | +3.17% | +$3.87M | 0.55 | |
iShares U.S. Technology ETF IYW | $122.73M | <0.01 | 908,737 | +13.28% | +$14.39M | 0.54 | |
Vanguard Value Index Fund VTV | $220.58M | <0.01 | 1.35M | -0.85% | -$1.9M | 0.96 | |
iShares MSCI USA Quality Factor ETF QUAL | $401.25M | <0.01 | 2.44M | +7.63% | +$28.44M | 1.75 | |
Vanguard Total Bond Market Index Fund BND | $108.47M | <0.01 | 1.49M | +13.74% | +$13.1M | 0.47 | |
iShares Russell Top 200 Growth ETF IWY | $116.64M | <0.01 | 597,845 | +17.2% | +$17.11M | 0.51 | |
Vanguard Total Stock Market Index Fund VTI | $109.29M | <0.01 | 420,520 | +2.35% | +$2.5M | 0.48 | |
Invesco QQQ Trust QQQ | $384.04M | <0.01 | 864,924 | -1.47% | -$5.74M | 1.67 | |
iShares Russell 1000 Growth ETF IWF | $167.12M | <0.01 | 495,824 | -3.42% | -$5.92M | 0.73 | |
Vanguard 500 Index Fund VOO | $277.08M | <0.01 | 576,400 | +7.48% | +$19.28M | 1.21 | |
iShares Core U.S. Aggregate Bond ETF AGG | $107.22M | <0.01 | 1.09M | +2.5% | +$2.61M | 0.47 | |
iShares S&P 500 Growth ETF IVW | $178.75M | <0.01 | 2.12M | +95.83% | +$87.47M | 0.78 | |
iShares MSCI Emerging Markets ex China ETF EMXC | $84.33M | <0.01 | 1.46M | +82.21% | +$38.05M | 0.37 | |
Vanguard Mid Cap Index Fund VO | $84.88M | <0.01 | 339,695 | +0.7% | +$590,417.84 | 0.37 | |
iShares National Muni Bond ETF MUB | $163.26M | <0.01 | 1.52M | +1.15% | +$1.86M | 0.71 | |
iShares Core S&P 500 ETF IVV | $1.29B | <0.01 | 2.45M | -6.72% | -$92.78M | 5.62 | |
Vanguard Dividend Appreciation Index Fund VIG | $93.25M | <0.01 | 510,664 | +2.52% | +$2.3M | 0.41 | |
iShares MSCI EAFE Value ETF EFV | $135.25M | <0.01 | 2.49M | -24.74% | -$44.46M | 0.59 | |
iShares S&P 500 Value ETF IVE | $130.16M | <0.01 | 696,742 | +504.96% | +$108.64M | 0.57 | |
Vanguard Developed Markets Index Fund VEA | $300.58M | <0.01 | 5.99M | +17.29% | +$44.31M | 1.31 | |
iShares MSCI EAFE Growth ETF EFG | $128.3M | <0.01 | 1.24M | +11.11% | +$12.82M | 0.56 | |
iShares Core Total USD Bond Market ETF IUSB | $318.24M | <0.01 | 6.98M | +35.86% | +$84M | 1.39 | |
Vanguard Small Cap Index Fund VB | $81.84M | <0.01 | 358,007 | +6.58% | +$5.06M | 0.36 | |
iShares Core Dividend Growth ETF DGRO | $177.44M | <0.01 | 3.06M | -3.41% | -$6.27M | 0.77 | |
iShares MBS ETF MBB | $116.7M | <0.01 | 1.26M | +2.3% | +$2.62M | 0.51 | |
iShares Core S&P Small-Cap ETF IJR | $121.29M | <0.01 | 1.1M | -10.58% | -$14.35M | 0.53 | |
iShares Core S&P Mid-Cap ETF IJH | $158.59M | <0.01 | 2.61M | +364.48% | +$124.44M | 0.69 | |
SPDR S&P 500 ETF Trust SPY | $315.7M | <0.01 | 603,561 | +1.09% | +$3.4M | 1.38 | |
Pacer US Cash Cows 100 ETF COWZ | $105.6M | <0.01 | 1.82M | +35.27% | +$27.53M | 0.46 | |
iShares Core MSCI Emerging Markets ETF IEMG | $96.99M | <0.01 | 1.88M | -25.92% | -$33.94M | 0.42 | |
Vanguard Emerging Markets Stock Index Fund VWO | $95.03M | <0.01 | 2.27M | -4.94% | -$4.94M | 0.41 |