Berkshire Hathaway Inc BRK.B | $28.43M | 4.71 | 67,607 | -2.21% | -$642,975.09 | 2.23 | |
Fiserv, Inc. FI | $22.27M | 0.02 | 139,346 | -0.59% | -$131,531.86 | 1.75 | |
| Paychex, Inc. PAYX | $6.06M | 0.01 | 49,310 | -0.17% | -$10,315.20 | 0.47 | |
| Starbucks Corporation SBUX | $13.17M | 0.01 | 144,096 | -0.61% | -$80,240.66 | 1.03 | |
| Lockheed Martin Corporation LMT | $14.32M | 0.01 | 31,487 | -0.98% | -$141,920.12 | 1.12 | |
| Honeywell International Inc. HON | $12.57M | 0.01 | 61,224 | -0.31% | -$39,407.79 | 0.99 | |
| Target Corporation TGT | $7.61M | 0.01 | 42,954 | +2.07% | +$154,172.71 | 0.6 | |
| BlackRock, Inc. BLK | $9.39M | 0.01 | 11,263 | +4.2% | +$378,499.84 | 0.74 | |
| The Southern Company SO | $5.59M | 0.01 | 77,938 | -0.07% | -$3,658.75 | 0.44 | |
| The Home Depot, Inc. HD | $24.99M | 0.01 | 65,150 | -0.3% | -$74,802.50 | 1.96 | |
| Accenture plc ACN | $16.9M | 0.01 | 48,762 | -0.12% | -$20,103.28 | 1.32 | |
| Thermo Fisher Scientific Inc. TMO | $15.21M | 0.01 | 26,177 | -0.49% | -$75,556.36 | 1.19 | |
| Costco Wholesale Corporation COST | $22.34M | 0.01 | 30,495 | +0.18% | +$41,027.48 | 1.75 | |
| Union Pacific Corporation UNP | $8.82M | 0.01 | 35,877 | +0.45% | +$39,840.95 | 0.69 | |
| Oracle Corporation ORCL | $20.16M | 0.01 | 160,461 | -1.27% | -$260,138.45 | 1.58 | |
| Amgen Inc. AMGN | $7.37M | 0.01 | 25,936 | +0.51% | +$37,245.26 | 0.58 | |
| General Electric Company GE | $9.28M | 0.01 | 52,861 | 0% | +$0 | 0.73 | |
| QUALCOMM Incorporated QCOM | $9.73M | 0.01 | 57,488 | -3.18% | -$319,469.68 | 0.76 | |
| United Parcel Service, Inc. UPS | $5.97M | 0.01 | 40,164 | +4.46% | +$254,900.48 | 0.47 | |
| The Walt Disney Company DIS | $11.08M | 0.01 | 90,553 | +9.59% | +$969,704.74 | 0.87 | |
| JPMorgan Chase & Co. JPM | $26.22M | 0.01 | 130,881 | -0.46% | -$122,183.07 | 2.05 | |
| Morgan Stanley MS | $6.37M | <0.01 | 67,681 | +3.09% | +$190,768.16 | 0.5 | |
| McDonald's Corporation MCD | $8.27M | <0.01 | 29,349 | -0.15% | -$12,405.80 | 0.65 | |
| UnitedHealth Group Incorporated UNH | $17.65M | <0.01 | 35,688 | -2.28% | -$412,578.06 | 1.38 | |
| Cisco Systems, Inc. CSCO | $7.82M | <0.01 | 156,706 | +0.78% | +$60,191.60 | 0.61 | |
| Visa Inc. V | $18.08M | <0.01 | 64,799 | +0.24% | +$42,698.98 | 1.42 | |
| PepsiCo, Inc. PEP | $6.56M | <0.01 | 37,510 | +0.14% | +$9,100.52 | 0.51 | |
| Broadcom Inc. AVGO | $13.66M | <0.01 | 10,308 | -1.16% | -$160,374.62 | 1.07 | |
| Merck & Co., Inc. MRK | $6.32M | <0.01 | 47,932 | -0.47% | -$29,952.84 | 0.5 | |
| Amazon.com, Inc. AMZN | $35.2M | <0.01 | 195,171 | +0.83% | +$290,592.18 | 2.76 | |
Alphabet Inc. GOOGL | $39.72M | <0.01 | 263,151 | -0.39% | -$156,212.55 | 3.11 | |
| AbbVie Inc. ABBV | $7.75M | <0.01 | 42,555 | +242.3% | +$5.49M | 0.61 | |
| Apple Inc. AAPL | $59.48M | <0.01 | 346,857 | -0.12% | -$73,050.48 | 4.66 | |
| Microsoft Corporation MSFT | $57.98M | <0.01 | 137,816 | -0.2% | -$114,435.71 | 4.54 | |
| The Procter & Gamble Company PG | $5.57M | <0.01 | 34,299 | -0.05% | -$2,758.25 | 0.44 | |
Vanguard 500 Index Fund VOO | $145.79M | <0.01 | 303,280 | -0.54% | -$787,868.31 | 11.42 | |
SPDR S&P Dividend ETF SDY | $8.33M | <0.01 | 63,467 | +2.61% | +$211,952.62 | 0.65 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $26.58M | <0.01 | 453,162 | -0.34% | -$92,021.82 | 2.08 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $42M | <0.01 | 543,298 | +3.75% | +$1.52M | 3.29 | |
Invesco QQQ Trust QQQ | $9.68M | <0.01 | 21,797 | +0.27% | +$25,752.23 | 0.76 | |
Franklin U.S. Low Volatility High Dividend Index ETF LVHD | $71.11M | <0.01 | 1.93M | +3.99% | +$2.73M | 5.57 | |
JPMorgan Ultra-Short Income ETF JPST | $17.84M | <0.01 | 353,704 | -1.03% | -$185,908.05 | 1.4 | |
WisdomTree U.S. Quality Dividend Growth Fund DGRW | $6.8M | <0.01 | 89,235 | -0.16% | -$10,666.60 | 0.53 | |
iShares Russell Mid-Cap ETF IWR | $76.39M | <0.01 | 908,384 | -0.58% | -$446,013.30 | 5.99 | |
iShares Core S&P Small-Cap ETF IJR | $36.95M | <0.01 | 334,357 | -0.48% | -$176,942.67 | 2.9 | |
iShares National Muni Bond ETF MUB | $5.91M | <0.01 | 54,940 | +13.06% | +$682,722.00 | 0.46 | |
iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB | $24M | <0.01 | 465,190 | +4.27% | +$982,309.41 | 1.88 | |
SPDR S&P 500 ETF Trust SPY | $19.63M | <0.01 | 37,533 | 0% | +$0 | 1.54 | |
iShares Biotechnology ETF IBB | $17.79M | <0.01 | 129,610 | +0.18% | +$31,972.36 | 1.39 | |
The Real Estate Select Sector SPDR Fund XLRE | $13.49M | <0.01 | 341,264 | +0.81% | +$108,786.66 | 1.06 |