Berkshire Hathaway Inc BRK.B | $24.84M | 4.11 | 59,068 | +17.26% | +$3.66M | 1.03 | |
| Encore Wire Corporation WIRE | $14.26M | 0.34 | 54,274 | 0% | +$0 | 0.59 | |
| Valero Energy Corporation VLO | $13.95M | 0.03 | 81,749 | -2.14% | -$305,364.39 | 0.58 | |
| McDonald's Corporation MCD | $24.22M | 0.01 | 85,899 | -2.41% | -$599,143.72 | 1 | |
| NextEra Energy, Inc. NEE | $15.21M | 0.01 | 237,920 | -1.5% | -$231,226.38 | 0.63 | |
| Honeywell International Inc. HON | $15.07M | 0.01 | 73,444 | +4.75% | +$684,098.20 | 0.62 | |
| Amgen Inc. AMGN | $16.52M | 0.01 | 58,105 | +28.19% | +$3.63M | 0.68 | |
| Caterpillar Inc. CAT | $15.46M | 0.01 | 42,204 | +31.32% | +$3.69M | 0.64 | |
| Merck & Co., Inc. MRK | $26.98M | 0.01 | 204,479 | -1.34% | -$366,425.14 | 1.12 | |
| AbbVie Inc. ABBV | $25.02M | 0.01 | 137,374 | -2.63% | -$674,680.49 | 1.03 | |
| Linde plc LIN | $18.17M | 0.01 | 39,132 | -11.04% | -$2.25M | 0.75 | |
| Chevron Corporation CVX | $24.12M | 0.01 | 152,891 | +3.62% | +$843,120.25 | 1 | |
| Cisco Systems, Inc. CSCO | $16.11M | 0.01 | 322,739 | -1.9% | -$311,787.74 | 0.67 | |
| JPMorgan Chase & Co. JPM | $40.4M | 0.01 | 201,712 | -10.21% | -$4.59M | 1.67 | |
| The Home Depot, Inc. HD | $23.51M | 0.01 | 61,299 | +10.99% | +$2.33M | 0.97 | |
| Accenture plc ACN | $14.32M | 0.01 | 41,301 | +3.86% | +$532,046.29 | 0.59 | |
| The Procter & Gamble Company PG | $22.44M | 0.01 | 138,285 | -0.99% | -$223,580.49 | 0.93 | |
| PepsiCo, Inc. PEP | $14.9M | 0.01 | 85,111 | -2.84% | -$435,249.84 | 0.62 | |
| Johnson & Johnson JNJ | $24.02M | 0.01 | 151,826 | -5.67% | -$1.44M | 0.99 | |
| UnitedHealth Group Incorporated UNH | $21.34M | 0.01 | 43,143 | -2.38% | -$519,929.67 | 0.88 | |
| Exxon Mobil Corporation XOM | $21.93M | <0.01 | 188,627 | -1.56% | -$348,487.50 | 0.91 | |
| Walmart Inc. WMT | $19.82M | <0.01 | 329,448 | +193.54% | +$13.07M | 0.82 | |
| Broadcom Inc. AVGO | $22.12M | <0.01 | 16,686 | +23.16% | +$4.16M | 0.91 | |
| Apple Inc. AAPL | $106.16M | <0.01 | 619,079 | -0.24% | -$257,562.96 | 4.39 | |
| Visa Inc. V | $21.33M | <0.01 | 76,427 | -7.06% | -$1.62M | 0.88 | |
| Costco Wholesale Corporation COST | $14.29M | <0.01 | 19,510 | +22.57% | +$2.63M | 0.59 | |
| Microsoft Corporation MSFT | $100.24M | <0.01 | 238,249 | +0.63% | +$626,031.35 | 4.14 | |
| Eli Lilly and Company LLY | $23.03M | <0.01 | 29,608 | +18.05% | +$3.52M | 0.95 | |
| NVIDIA Corporation NVDA | $59.13M | <0.01 | 65,438 | +9.23% | +$5M | 2.44 | |
| Meta Platforms, Inc. META | $28.45M | <0.01 | 58,597 | +4.67% | +$1.27M | 1.18 | |
| Amazon.com, Inc. AMZN | $43.15M | <0.01 | 239,200 | +2.55% | +$1.07M | 1.78 | |
Alphabet Inc. GOOGL | $43.33M | <0.01 | 287,115 | +2% | +$847,622.86 | 1.79 | |
iShares Core S&P Small-Cap ETF IJR | $66.53M | <0.01 | 601,966 | -9.24% | -$6.78M | 2.75 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $129.56M | <0.01 | 1.77M | +16.5% | +$18.35M | 5.36 | |
iShares Core S&P Mid-Cap ETF IJH | $20.87M | <0.01 | 343,672 | +398.55% | +$16.69M | 0.86 | |
SPDR S&P 500 ETF Trust SPY | $69.15M | <0.01 | 132,207 | -3.42% | -$2.45M | 2.86 | |
iShares Core MSCI EAFE ETF IEFA | $56.92M | <0.01 | 766,968 | -1.2% | -$689,206.91 | 2.35 | |
SPDR Portfolio S&P 400 Mid Cap ETF SPMD | $25.26M | <0.01 | 473,564 | New | +$25.26M | 1.04 | |
SPDR S&P 600 Small Cap Value ETF SLYV | $15.67M | <0.01 | 188,834 | -8.23% | -$1.41M | 0.65 | |
SPDR S&P 400 Mid Cap Value ETF MDYV | $25.34M | <0.01 | 333,437 | -9.55% | -$2.68M | 1.05 | |
Vanguard 500 Index Fund VOO | $16.59M | <0.01 | 34,510 | -4.25% | -$735,951.66 | 0.69 | |
SPDR S&P 600 Small Cap Growth ETF SLYG | $14.57M | <0.01 | 166,990 | -10.29% | -$1.67M | 0.6 | |
Vanguard Russell 1000 Growth Index Fund VONG | $33.8M | <0.01 | 389,963 | +15.68% | +$4.58M | 1.4 | |
Schwab Intermediate-Term U.S. Treasury ETF SCHR | $21.8M | <0.01 | 444,365 | +17.47% | +$3.24M | 0.9 | |
SPDR Gold Shares GLD | $47.44M | <0.01 | 230,592 | -7.59% | -$3.9M | 1.96 | |
Schwab Short-Term U.S. Treasury ETF SCHO | $16M | <0.01 | 331,861 | +12.9% | +$1.83M | 0.66 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $17.44M | <0.01 | 225,588 | +11.48% | +$1.8M | 0.72 | |
Dimensional U.S. Small Cap ETF DFAS | $22.64M | <0.01 | 363,160 | -2.67% | -$621,155.75 | 0.94 | |
iShares Core S&P 500 ETF IVV | $17.83M | <0.01 | 33,924 | -3.2% | -$589,869.04 | 0.74 | |
SPDR Portfolio S&P 500 Value ETF SPYV | $124.87M | <0.01 | 2.49M | +8.37% | +$9.64M | 5.16 |