Berkshire Hathaway Inc BRK.B | $78.48M | 12.99 | 186,626 | +0.59% | +$463,833.56 | 3.83 | |
| Kinsale Capital Group, Inc. KNSL | $50.53M | 0.41 | 96,292 | +5.21% | +$2.5M | 2.47 | |
| Watsco, Inc. WSO | $58.63M | 0.3 | 135,732 | -3.9% | -$2.38M | 2.86 | |
McCormick & Company Inc MKC.V | $21.44M | 0.1 | 279,067 | New | +$21.44M | 1.05 | |
| American Water Works Company, Inc. AWK | $19.94M | 0.08 | 163,185 | +20% | +$3.32M | 0.97 | |
| Constellation Brands, Inc. STZ | $38.4M | 0.08 | 141,314 | +2.95% | +$1.1M | 1.87 | |
| TE Connectivity Ltd. TEL | $31.56M | 0.07 | 217,308 | -3.39% | -$1.11M | 1.54 | |
| Ecolab Inc. ECL | $43.26M | 0.07 | 186,893 | +2.04% | +$864,210.39 | 2.11 | |
| ANSYS, Inc. ANSS | $18.53M | 0.06 | 53,384 | -0.2% | -$37,493.28 | 0.9 | |
| IDEXX Laboratories, Inc. IDXX | $27.05M | 0.06 | 50,098 | -0.02% | -$5,399.30 | 1.32 | |
| Amphenol Corporation APH | $40.61M | 0.06 | 351,406 | -4.46% | -$1.89M | 1.98 | |
| O'Reilly Automotive, Inc. ORLY | $30.03M | 0.05 | 26,599 | +9.92% | +$2.71M | 1.47 | |
| Yum! Brands, Inc. YUM | $17.26M | 0.04 | 124,476 | +0.46% | +$79,723.75 | 0.84 | |
| American Tower Corporation AMT | $39.57M | 0.04 | 200,285 | +0.44% | +$172,100.89 | 1.93 | |
| The TJX Companies, Inc. TJX | $49.62M | 0.04 | 489,276 | -0.84% | -$422,312.88 | 2.42 | |
| S&P Global Inc. SPGI | $45.42M | 0.03 | 106,748 | -0.95% | -$434,384.45 | 2.22 | |
| MercadoLibre, Inc. MELI | $24.83M | 0.03 | 16,420 | +2.2% | +$533,721.90 | 1.21 | |
| Chubb Limited CB | $27.05M | 0.03 | 104,102 | -25.36% | -$9.19M | 1.32 | |
| Danaher Corporation DHR | $44.35M | 0.02 | 177,427 | +0.38% | +$165,491.40 | 2.16 | |
| Automatic Data Processing, Inc. ADP | $23.51M | 0.02 | 93,608 | +1.64% | +$378,716.49 | 1.15 | |
| Thermo Fisher Scientific Inc. TMO | $45.09M | 0.02 | 77,531 | -0.18% | -$82,004.83 | 2.2 | |
| Union Pacific Corporation UNP | $27.9M | 0.02 | 113,434 | +7.83% | +$2.03M | 1.36 | |
| Synopsys, Inc. SNPS | $16.17M | 0.02 | 28,286 | +68.12% | +$6.55M | 0.79 | |
| Chevron Corporation CVX | $37.59M | 0.01 | 238,298 | +18.49% | +$5.87M | 1.83 | |
| The Walt Disney Company DIS | $20.68M | 0.01 | 168,971 | -5.25% | -$1.15M | 1.01 | |
| Visa Inc. V | $52.83M | 0.01 | 189,290 | -7.86% | -$4.51M | 2.58 | |
| Uber Technologies, Inc. UBER | $14.85M | 0.01 | 192,905 | +5,427.36% | +$14.58M | 0.73 | |
| Johnson & Johnson JNJ | $21.37M | 0.01 | 135,109 | -0.53% | -$112,947.66 | 1.04 | |
| General Electric Company GE | $11.42M | 0.01 | 65,034 | -0.18% | -$20,537.01 | 0.56 | |
| The Procter & Gamble Company PG | $17.76M | 0.01 | 109,473 | +2.06% | +$358,410.27 | 0.87 | |
Alphabet Inc. GOOGL | $85.26M | 0.01 | 564,876 | +2.29% | +$1.91M | 4.16 | |
| Microsoft Corporation MSFT | $134.79M | <0.01 | 320,385 | -1.82% | -$2.51M | 6.58 | |
| Meta Platforms, Inc. META | $43.41M | <0.01 | 89,395 | +22.03% | +$7.84M | 2.12 | |
| Exxon Mobil Corporation XOM | $16.61M | <0.01 | 142,927 | -1.5% | -$252,240.81 | 0.81 | |
| Apple Inc. AAPL | $62.95M | <0.01 | 367,082 | +1.97% | +$1.22M | 3.07 | |
| Amazon.com, Inc. AMZN | $12.77M | <0.01 | 70,810 | -1.1% | -$141,598.30 | 0.62 | |
| NVIDIA Corporation NVDA | $23.33M | <0.01 | 25,817 | +455.92% | +$19.13M | 1.14 | |
Berkshire Hathaway Inc BRK.A | $11.42M | <0.01 | 18 | 0% | +$0 | 0.56 | |
Vanguard 500 Index Fund VOO | $11.46M | <0.01 | 23,836 | +22.06% | +$2.07M | 0.56 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $150.1M | <0.01 | 2.56M | -4.35% | -$6.83M | 7.32 | |
Sprott Physical Gold Trust PHYS | $18.96M | <0.01 | 1.1M | -1.46% | -$280,952.01 | 0.93 | |
iShares Core MSCI Total International Stock ETF IXUS | $13.55M | <0.01 | 199,615 | -5.49% | -$787,176.01 | 0.66 | |
iShares iBonds Dec 2026 Term Corporate ETF IBDR | $12.61M | <0.01 | 528,611 | +26.69% | +$2.66M | 0.62 | |
Sprott Physical Gold and Silver Trust CEF | $17.2M | <0.01 | 845,607 | -2.8% | -$495,340.04 | 0.84 | |
iShares iBonds Dec 2025 Term Corporate ETF IBDQ | $16.23M | <0.01 | 654,271 | +12.14% | +$1.76M | 0.79 | |
iShares iBonds Dec 2024 Term Corporate ETF IBDP | $13.88M | <0.01 | 553,933 | -0.78% | -$109,293.15 | 0.68 | |
iShares Gold Trust IAU | $12.73M | <0.01 | 303,080 | -4.68% | -$625,486.90 | 0.62 | |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT | $15.49M | <0.01 | 154,097 | -8.9% | -$1.51M | 0.76 | |
SPDR S&P 500 ETF Trust SPY | $29.59M | <0.01 | 56,406 | +0.33% | +$97,063.20 | 1.44 | |
iShares ESG Aware MSCI EAFE ETF ESGD | $22.66M | <0.01 | 283,548 | -7.36% | -$1.8M | 1.11 |