Berkshire Hathaway Inc BRK.B | $23.48M | 3.97 | 57,093 | +2.79% | +$636,159.58 | 1.17 | |
| FTAI Aviation Ltd. FTAI | $10.03M | 0.13 | 130,836 | -14.37% | -$1.68M | 0.5 | |
| Lincoln Electric Holdings, Inc. LECO | $15.35M | 0.12 | 66,257 | -10.52% | -$1.8M | 0.77 | |
| Ares Capital Corporation ARCC | $8.63M | 0.07 | 408,389 | +8.21% | +$654,938.38 | 0.43 | |
| The Progressive Corporation PGR | $17.48M | 0.01 | 82,272 | +8.11% | +$1.31M | 0.87 | |
| Eaton Corporation plc ETN | $9M | 0.01 | 27,399 | +9.64% | +$791,723.13 | 0.45 | |
| PepsiCo, Inc. PEP | $14.57M | 0.01 | 80,564 | -2.99% | -$448,811.40 | 0.73 | |
| The Home Depot, Inc. HD | $15.36M | 0.01 | 45,046 | +0.06% | +$9,546.84 | 0.77 | |
| Costco Wholesale Corporation COST | $16.27M | 0.01 | 20,996 | +2.85% | +$451,127.75 | 0.81 | |
| McDonald's Corporation MCD | $9.86M | 0.01 | 36,359 | -0.79% | -$78,410.80 | 0.49 | |
| Abbott Laboratories ABT | $9.46M | 0.01 | 90,319 | -3.36% | -$328,664.41 | 0.47 | |
| The Procter & Gamble Company PG | $13.98M | <0.01 | 84,287 | +1.15% | +$158,405.60 | 0.7 | |
| JPMorgan Chase & Co. JPM | $23.44M | <0.01 | 117,963 | -2.12% | -$506,564.28 | 1.17 | |
| AbbVie Inc. ABBV | $8.64M | <0.01 | 53,595 | -1.17% | -$102,573.15 | 0.43 | |
| Apple Inc. AAPL | $87M | <0.01 | 467,034 | -3.39% | -$3.05M | 4.34 | |
| Merck & Co., Inc. MRK | $9.41M | <0.01 | 72,782 | -0.41% | -$39,174.78 | 0.47 | |
| Johnson & Johnson JNJ | $12.34M | <0.01 | 81,595 | -2.45% | -$310,000.37 | 0.62 | |
| Visa Inc. V | $11.44M | <0.01 | 40,929 | -0.56% | -$64,258.98 | 0.57 | |
| Microsoft Corporation MSFT | $63.45M | <0.01 | 153,376 | -0.2% | -$130,321.72 | 3.16 | |
| Exxon Mobil Corporation XOM | $12.83M | <0.01 | 108,781 | +0.37% | +$47,281.96 | 0.64 | |
| Eli Lilly and Company LLY | $15.11M | <0.01 | 19,948 | -3.57% | -$559,174.77 | 0.75 | |
Alphabet Inc. GOOGL | $25.12M | <0.01 | 148,531 | +1.67% | +$412,363.09 | 1.25 | |
| Alphabet Inc. GOOG | $17.84M | <0.01 | 104,407 | -0.47% | -$83,569.83 | 0.89 | |
| NVIDIA Corporation NVDA | $11.72M | <0.01 | 12,959 | +9.77% | +$1.04M | 0.58 | |
| Amazon.com, Inc. AMZN | $23.02M | <0.01 | 123,402 | +2.95% | +$660,455.33 | 1.15 | |
Vanguard Mid Cap Index Fund VO | $68.08M | <0.01 | 277,646 | +3.67% | +$2.41M | 3.39 | |
JPMorgan Equity Premium Income ETF JEPI | $68.01M | <0.01 | 1.19M | +3.67% | +$2.41M | 3.39 | |
Vanguard Dividend Appreciation Index Fund VIG | $20.69M | <0.01 | 114,322 | -10.52% | -$2.43M | 1.03 | |
iShares Russell 3000 ETF IWV | $26.7M | <0.01 | 89,677 | +<0.01% | +$2,084.31 | 1.33 | |
Vanguard Small Cap Index Fund VB | $36.98M | <0.01 | 165,893 | +3.02% | +$1.08M | 1.84 | |
iShares Russell Mid-Cap ETF IWR | $10.22M | <0.01 | 124,195 | -2.47% | -$259,169.45 | 0.51 | |
iShares Russell 1000 ETF IWB | $12.14M | <0.01 | 42,388 | -5.42% | -$695,702.44 | 0.61 | |
iShares MSCI USA Min Vol Factor ETF USMV | $12.1M | <0.01 | 145,967 | -2.85% | -$355,683.25 | 0.6 | |
iShares S&P 500 Growth ETF IVW | $29.19M | <0.01 | 344,461 | +2.6% | +$739,697.15 | 1.46 | |
SPDR S&P 500 ETF Trust SPY | $39.61M | <0.01 | 76,041 | +6.95% | +$2.57M | 1.97 | |
iShares MSCI EAFE ETF EFA | $8.76M | <0.01 | 109,048 | -11.66% | -$1.16M | 0.44 | |
SPDR S&P MIDCAP 400 ETF Trust MDY | $29.03M | <0.01 | 53,051 | -1.41% | -$414,298.02 | 1.45 | |
iShares Core S&P 500 ETF IVV | $44.23M | <0.01 | 84,473 | +7.7% | +$3.16M | 2.2 | |
iShares 0-3 Month Treasury Bond ETF SGOV | $12.6M | <0.01 | 125,379 | -28.47% | -$5.01M | 0.63 | |
Vanguard Total Stock Market Index Fund VTI | $23.75M | <0.01 | 91,987 | +0.97% | +$228,757.36 | 1.18 | |
iShares S&P 500 Value ETF IVE | $19.81M | <0.01 | 107,574 | +4.48% | +$850,086.39 | 0.99 | |
SPDR S&P Dividend ETF SDY | $32.17M | <0.01 | 244,989 | -1.68% | -$548,170.73 | 1.6 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $9.18M | <0.01 | 182,709 | +18.3% | +$1.42M | 0.46 | |
iShares Core S&P Small-Cap ETF IJR | $36.71M | <0.01 | 335,789 | +12.69% | +$4.13M | 1.83 | |
Schwab Intermediate-Term U.S. Treasury ETF SCHR | $29.82M | <0.01 | 616,985 | +21.49% | +$5.27M | 1.49 | |
Vanguard Total World Stock Index Fund VT | $16.16M | <0.01 | 146,210 | -18.55% | -$3.68M | 0.81 | |
iShares Core S&P Mid-Cap ETF IJH | $47.7M | <0.01 | 797,898 | +461.79% | +$39.21M | 2.38 | |
Invesco S&P 500 Equal Weight ETF RSP | $8.25M | <0.01 | 49,685 | +11.96% | +$881,333.49 | 0.41 | |
Vanguard 500 Index Fund VOO | $208.63M | <0.01 | 435,769 | +0.45% | +$925,940.67 | 10.4 | |
iShares Core MSCI EAFE ETF IEFA | $9.1M | <0.01 | 121,826 | +5.67% | +$487,969.34 | 0.45 |