Berkshire Hathaway Inc BRK.B | $38.58M | 6.39 | 91,744 | +29.09% | +$8.69M | 0.06 | |
| First Citizens BancShares, Inc. FCNCA | $151.77M | 0.64 | 92,825 | 0% | +$0 | 0.24 | |
| Marathon Petroleum Corporation MPC | $18.31M | 0.03 | 90,880 | +20.35% | +$3.1M | 0.03 | |
| Eaton Corporation plc ETN | $19.87M | 0.02 | 63,552 | +26.36% | +$4.15M | 0.03 | |
| Union Pacific Corporation UNP | $16.89M | 0.01 | 68,692 | +47.57% | +$5.45M | 0.03 | |
| Accenture plc ACN | $22.5M | 0.01 | 64,907 | +67.61% | +$9.07M | 0.04 | |
| Cisco Systems, Inc. CSCO | $17.17M | 0.01 | 344,016 | +25.86% | +$3.53M | 0.03 | |
| Lowe's Companies, Inc. LOW | $12.82M | 0.01 | 50,343 | +18.62% | +$2.01M | 0.02 | |
| The Procter & Gamble Company PG | $23.4M | 0.01 | 144,192 | +46.73% | +$7.45M | 0.04 | |
| JPMorgan Chase & Co. JPM | $33.52M | 0.01 | 167,359 | +50.72% | +$11.28M | 0.05 | |
| PepsiCo, Inc. PEP | $14.22M | 0.01 | 81,262 | +48.52% | +$4.65M | 0.02 | |
| The Home Depot, Inc. HD | $22.85M | 0.01 | 59,578 | +41.83% | +$6.74M | 0.04 | |
| Thermo Fisher Scientific Inc. TMO | $13.28M | 0.01 | 22,842 | +83.9% | +$6.06M | 0.02 | |
| Chevron Corporation CVX | $17.33M | 0.01 | 109,868 | +94.24% | +$8.41M | 0.03 | |
| Exxon Mobil Corporation XOM | $29.04M | 0.01 | 249,808 | +67.42% | +$11.69M | 0.05 | |
| Costco Wholesale Corporation COST | $15.96M | 0.01 | 21,787 | +251.01% | +$11.41M | 0.03 | |
| Netflix, Inc. NFLX | $13.37M | 0.01 | 22,012 | +22.88% | +$2.49M | 0.02 | |
| UnitedHealth Group Incorporated UNH | $20.31M | <0.01 | 41,049 | +23.1% | +$3.81M | 0.03 | |
| Mastercard Incorporated MA | $19.26M | <0.01 | 39,996 | +25.12% | +$3.87M | 0.03 | |
Berkshire Hathaway Inc BRK.A | $24.11M | <0.01 | 38 | +26.67% | +$5.08M | 0.04 | |
| Visa Inc. V | $17.95M | <0.01 | 64,308 | +28.91% | +$4.02M | 0.03 | |
| Microsoft Corporation MSFT | $92.17M | <0.01 | 219,068 | +43.97% | +$28.15M | 0.15 | |
| Apple Inc. AAPL | $87.53M | <0.01 | 510,420 | +35.05% | +$22.72M | 0.14 | |
| NVIDIA Corporation NVDA | $44.6M | <0.01 | 49,365 | +47.77% | +$14.42M | 0.07 | |
| Amazon.com, Inc. AMZN | $33.3M | <0.01 | 184,605 | +20.56% | +$5.68M | 0.05 | |
| Meta Platforms, Inc. META | $26.29M | <0.01 | 54,149 | +12.97% | +$3.02M | 0.04 | |
Alphabet Inc. GOOGL | $26.2M | <0.01 | 173,572 | +42.6% | +$7.83M | 0.04 | |
| Alphabet Inc. GOOG | $22.72M | <0.01 | 149,250 | +35.23% | +$5.92M | 0.04 | |
iShares MSCI EAFE Small-Cap ETF SCZ | $12.78M | <0.01 | 201,744 | +30.21% | +$2.96M | 0.02 | |
JPMorgan U.S. Value Factor ETF JVAL | $184.55M | <0.01 | 4.43M | -32.49% | -$88.81M | 0.29 | |
iShares Core MSCI Emerging Markets ETF IEMG | $114.42M | <0.01 | 2.22M | +17.6% | +$17.13M | 0.18 | |
Vanguard Russell 2000 Index Fund VTWO | $51.31M | <0.01 | 603,232 | +11.07% | +$5.11M | 0.08 | |
iShares Core MSCI EAFE ETF IEFA | $431.6M | <0.01 | 5.82M | +0.71% | +$3.02M | 0.68 | |
Vanguard 500 Index Fund VOO | $22.6M | <0.01 | 47,025 | +9.86% | +$2.03M | 0.04 | |
iShares Russell Top 200 Growth ETF IWY | $58.62B | <0.01 | 5.43M | +14.37% | +$7.36B | 91.93 | |
Vanguard Global ex-U.S. Real Estate Index Fund VNQI | $37.63M | <0.01 | 892,908 | -3.46% | -$1.35M | 0.06 | |
iShares Russell Top 200 Value ETF IWX | $507.9M | <0.01 | 6.65M | +16.06% | +$70.29M | 0.8 | |
iShares Intermediate Government/Credit Bond ETF GVI | $18.28M | <0.01 | 175,769 | +21.77% | +$3.27M | 0.03 | |
Vanguard Real Estate Index Fund VNQ | $60.31M | <0.01 | 697,411 | +9.98% | +$5.47M | 0.1 | |
iShares Core U.S. Aggregate Bond ETF AGG | $913.27M | <0.01 | 9.32M | +19.18% | +$146.98M | 1.43 | |
iShares Russell Mid-Cap Value ETF IWS | $353.68M | <0.01 | 2.82M | +43.52% | +$107.25M | 0.56 | |
iShares National Muni Bond ETF MUB | $309.14M | <0.01 | 2.87M | -18.77% | -$71.45M | 0.49 | |
iShares Russell Mid-Cap ETF IWR | $15.09M | <0.01 | 179,445 | +20.32% | +$2.55M | 0.02 | |
iShares Russell Mid-Cap Growth ETF IWP | $160.57M | <0.01 | 1.41M | +18.37% | +$24.92M | 0.25 | |
iShares Russell Top 200 ETF IWL | $12.96M | <0.01 | 101,931 | +6.68% | +$811,661.16 | 0.02 | |
ProShares DJ Brookfield Global Infrastructure ETF TOLZ | $25.03M | <0.01 | 545,064 | -3% | -$775,171.07 | 0.04 | |
iShares Russell 1000 Growth ETF IWF | $21.57M | <0.01 | 63,986 | +9.45% | +$1.86M | 0.03 | |
iShares Russell 1000 Value ETF IWD | $14.29M | <0.01 | 79,787 | -2.98% | -$438,461.26 | 0.02 | |
iShares 10-20 Year Treasury Bond ETF TLH | $56.32M | <0.01 | 536,219 | +7.99% | +$4.17M | 0.09 | |
iShares Core S&P 500 ETF IVV | $52.05M | <0.01 | 99,003 | +24.39% | +$10.21M | 0.08 |