Berkshire Hathaway Inc BRK.B | $13.68M | 2.26 | 32,533 | -2.13% | -$297,309.94 | 0.46 | |
| Agenus Inc. AGEN | $19.77M | 0.16 | 34,082 | 0% | +$0 | 0.66 | |
| Williams-Sonoma, Inc. WSM | $7.48M | 0.04 | 23,542 | -8.6% | -$703,332.78 | 0.25 | |
| Intuitive Surgical, Inc. ISRG | $9.4M | 0.01 | 23,565 | -1.15% | -$108,949.39 | 0.32 | |
| Honeywell International Inc. HON | $7.94M | 0.01 | 38,662 | -1.38% | -$110,834.10 | 0.27 | |
| Advanced Micro Devices, Inc. AMD | $16.24M | 0.01 | 89,953 | -1.26% | -$207,022.03 | 0.54 | |
| QUALCOMM Incorporated QCOM | $11.08M | 0.01 | 65,465 | +15.42% | +$1.48M | 0.37 | |
| Adobe Inc. ADBE | $12.54M | 0.01 | 24,847 | -1.18% | -$149,361.60 | 0.42 | |
| Cisco Systems, Inc. CSCO | $11.93M | 0.01 | 238,977 | -1.13% | -$135,805.31 | 0.4 | |
| PepsiCo, Inc. PEP | $14.86M | 0.01 | 84,885 | -3.06% | -$468,326.73 | 0.5 | |
| Netflix, Inc. NFLX | $16.34M | 0.01 | 26,909 | -4.13% | -$704,502.80 | 0.55 | |
| Broadcom Inc. AVGO | $32.71M | 0.01 | 24,679 | -0.17% | -$55,667.99 | 1.09 | |
| Costco Wholesale Corporation COST | $16.48M | 0.01 | 22,498 | -0.8% | -$132,606.54 | 0.55 | |
| Linde plc LIN | $9.02M | <0.01 | 19,430 | +246.04% | +$6.41M | 0.3 | |
| Intel Corporation INTC | $7.49M | <0.01 | 169,534 | -0.5% | -$37,809.41 | 0.25 | |
| Tesla, Inc. TSLA | $15.36M | <0.01 | 87,374 | -1.13% | -$174,911.06 | 0.51 | |
| Meta Platforms, Inc. META | $32.93M | <0.01 | 67,822 | +0.24% | +$79,149.54 | 1.1 | |
| Amazon.com, Inc. AMZN | $54.77M | <0.01 | 303,659 | -0.82% | -$451,671.23 | 1.83 | |
| The Home Depot, Inc. HD | $9.78M | <0.01 | 25,502 | -1.93% | -$192,566.90 | 0.33 | |
| Chevron Corporation CVX | $9.92M | <0.01 | 62,902 | +13.47% | +$1.18M | 0.33 | |
| AbbVie Inc. ABBV | $10.58M | <0.01 | 58,124 | -6.55% | -$741,511.52 | 0.35 | |
| NVIDIA Corporation NVDA | $69.31M | <0.01 | 76,704 | -0.79% | -$554,789.21 | 2.32 | |
| Apple Inc. AAPL | $78.67M | <0.01 | 458,771 | -1.88% | -$1.51M | 2.63 | |
| Microsoft Corporation MSFT | $90.84M | <0.01 | 215,919 | -1.44% | -$1.33M | 3.04 | |
| Merck & Co., Inc. MRK | $8.45M | <0.01 | 64,061 | -1.75% | -$150,818.71 | 0.28 | |
| Eli Lilly and Company LLY | $18.43M | <0.01 | 23,689 | -2.75% | -$520,463.95 | 0.62 | |
| Exxon Mobil Corporation XOM | $12.86M | <0.01 | 110,593 | +0.89% | +$113,915.60 | 0.43 | |
| Alphabet Inc. GOOG | $34.39M | <0.01 | 225,880 | -2.3% | -$810,938.04 | 1.15 | |
| The Procter & Gamble Company PG | $8.98M | <0.01 | 55,317 | -3.7% | -$344,454.90 | 0.3 | |
| Visa Inc. V | $10.69M | <0.01 | 38,307 | -1.94% | -$211,819.23 | 0.36 | |
| UnitedHealth Group Incorporated UNH | $10.08M | <0.01 | 20,378 | -4.69% | -$495,681.70 | 0.34 | |
Alphabet Inc. GOOGL | $20.41M | <0.01 | 135,259 | -1.88% | -$390,304.98 | 0.68 | |
iShares Core S&P Mid-Cap ETF IJH | $15.44M | <0.01 | 254,170 | +416.72% | +$12.45M | 0.52 | |
Principal Active High Yield ETF YLD | $10.05M | <0.01 | 524,331 | +9.04% | +$832,943.26 | 0.34 | |
SPDR S&P 500 ETF Trust SPY | $11.73M | <0.01 | 22,434 | +7.17% | +$784,618.35 | 0.39 | |
SPDR S&P Dividend ETF SDY | $10.86M | <0.01 | 82,739 | +2.09% | +$222,190.21 | 0.36 | |
Invesco QQQ Trust QQQ | $12.2M | <0.01 | 27,473 | -5.12% | -$658,472.19 | 0.41 | |
iShares Core U.S. Aggregate Bond ETF AGG | $40.2M | <0.01 | 410,487 | -0.15% | -$61,800.10 | 1.35 | |
iShares Russell 2000 ETF IWM | $16.31M | <0.01 | 77,579 | -20.98% | -$4.33M | 0.55 | |
Vanguard Emerging Markets Stock Index Fund VWO | $11.32M | <0.01 | 271,066 | -20.29% | -$2.88M | 0.38 | |
iShares S&P 500 Growth ETF IVW | $27.47M | <0.01 | 325,343 | -12.13% | -$3.79M | 0.92 | |
Vanguard 500 Index Fund VOO | $42.42M | <0.01 | 88,245 | -6.86% | -$3.12M | 1.42 | |
iShares Core S&P 500 ETF IVV | $51.78M | <0.01 | 98,501 | -6.86% | -$3.81M | 1.73 | |
Vanguard Real Estate Index Fund VNQ | $13.3M | <0.01 | 153,762 | +1.7% | +$222,339.58 | 0.45 | |
iShares S&P 500 Value ETF IVE | $25.65M | <0.01 | 137,298 | -7.62% | -$2.12M | 0.86 | |
Vanguard Developed Markets Index Fund VEA | $47.79M | <0.01 | 952,652 | -10.13% | -$5.39M | 1.6 | |
Vanguard Intermediate-Term Corporate Bond Index Fund VCIT | $12.32M | <0.01 | 152,971 | +9.33% | +$1.05M | 0.41 | |
Vanguard Total Bond Market Index Fund BND | $26.87M | <0.01 | 370,000 | +2.21% | +$581,040.00 | 0.9 | |
| Inhibrx, Inc. INBX | $119.28M | <0.01 | 3,412 | 0% | +$0 | 3.99 | |
Vanguard Intermediate-Term Bond Index Fund BIV | $8.26M | <0.01 | 109,542 | +3.57% | +$284,786.26 | 0.28 |