Berkshire Hathaway Inc BRK.B | $67.01M | 11.09 | 159,343 | +5.73% | +$3.63M | 0.63 | |
| Exxon Mobil Corporation XOM | $45.92M | 0.01 | 395,025 | +5.53% | +$2.41M | 0.43 | |
| JPMorgan Chase & Co. JPM | $39.19M | 0.01 | 195,655 | +0.98% | +$382,372.42 | 0.37 | |
| Apple Inc. AAPL | $145.78M | 0.01 | 850,135 | +1.98% | +$2.83M | 1.37 | |
| Microsoft Corporation MSFT | $120.61M | <0.01 | 286,682 | +7.48% | +$8.39M | 1.13 | |
| Amazon.com, Inc. AMZN | $72.74M | <0.01 | 403,246 | +5.67% | +$3.9M | 0.68 | |
| NVIDIA Corporation NVDA | $95.72M | <0.01 | 105,936 | -12.43% | -$13.59M | 0.9 | |
| Alphabet Inc. GOOG | $38.22M | <0.01 | 250,987 | -0.69% | -$266,759.27 | 0.36 | |
iShares Russell 1000 Growth ETF IWF | $46.54M | <0.01 | 138,084 | +115.48% | +$24.94M | 0.44 | |
Vanguard Information Technology Index Fund VGT | $32.81M | <0.01 | 62,566 | +11.86% | +$3.48M | 0.31 | |
Distillate U.S. Fundamental Stability & Value ETF DSTL | $38.79M | <0.01 | 719,473 | +46.48% | +$12.31M | 0.36 | |
iShares National Muni Bond ETF MUB | $103.94M | <0.01 | 966,004 | +13.04% | +$11.99M | 0.98 | |
iShares S&P 500 Growth ETF IVW | $46.6M | <0.01 | 551,873 | +59.45% | +$17.37M | 0.44 | |
Vanguard Developed Markets Index Fund VEA | $42.36M | <0.01 | 844,249 | +6.86% | +$2.72M | 0.4 | |
Pacer US Cash Cows 100 ETF COWZ | $68.85M | <0.01 | 1.18M | +63.5% | +$26.74M | 0.65 | |
Health Care Select Sector SPDR Fund XLV | $33.59M | <0.01 | 227,397 | +10.54% | +$3.2M | 0.32 | |
iShares Core S&P 500 ETF IVV | $889.41M | <0.01 | 1.69M | +1.92% | +$16.77M | 8.35 | |
Vanguard Small Cap Index Fund VB | $58.03M | <0.01 | 253,843 | +1.09% | +$623,364.41 | 0.55 | |
Vanguard Short-Term Bond Index Fund BSV | $401.87M | <0.01 | 5.24M | +1.34% | +$5.32M | 3.77 | |
JPMorgan Ultra-Short Income ETF JPST | $44.83M | <0.01 | 888,619 | -0.18% | -$81,274.98 | 0.42 | |
Technology Select Sector SPDR Fund XLK | $43.46M | <0.01 | 208,677 | +6.7% | +$2.73M | 0.41 | |
iShares Core Total USD Bond Market ETF IUSB | $37.95M | <0.01 | 832,448 | +39.19% | +$10.69M | 0.36 | |
SPDR S&P 500 ETF Trust SPY | $171.07M | <0.01 | 327,058 | +10.69% | +$16.51M | 1.61 | |
Vanguard High Dividend Yield Index Fund VYM | $31.87M | <0.01 | 263,416 | -1.66% | -$536,348.62 | 0.3 | |
iShares Core S&P Small-Cap ETF IJR | $78.34M | <0.01 | 708,800 | +1.3% | +$1.01M | 0.74 | |
iShares MSCI EAFE Small-Cap ETF SCZ | $35.72M | <0.01 | 564,086 | +6.53% | +$2.19M | 0.34 | |
Vanguard Intermediate-Term Bond Index Fund BIV | $31.86M | <0.01 | 422,609 | +1.3% | +$410,175.68 | 0.3 | |
John Hancock Multifactor Mid Cap ETF JHMM | $32.52M | <0.01 | 566,744 | +1.12% | +$360,059.44 | 0.31 | |
Vanguard Growth Index Fund VUG | $115.29M | <0.01 | 334,939 | +27.68% | +$24.99M | 1.08 | |
iShares Core S&P Mid-Cap ETF IJH | $32.03M | <0.01 | 527,411 | +387.18% | +$25.46M | 0.3 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $45.06M | <0.01 | 485,942 | +28.68% | +$10.04M | 0.42 | |
JPMorgan Equity Premium Income ETF JEPI | $45.1M | <0.01 | 779,442 | +14.23% | +$5.62M | 0.42 | |
Vanguard Value Index Fund VTV | $369.94M | <0.01 | 2.27M | +5.71% | +$20M | 3.47 | |
iShares Core MSCI Emerging Markets ETF IEMG | $75.3M | <0.01 | 1.46M | -0.29% | -$217,132.73 | 0.71 | |
Schwab U.S. Dividend Equity ETF SCHD | $626.91M | <0.01 | 7.78M | +4.01% | +$24.15M | 5.88 | |
iShares Core U.S. Aggregate Bond ETF AGG | $351.48M | <0.01 | 3.59M | +2.11% | +$7.25M | 3.3 | |
iShares U.S. Technology ETF IYW | $46.26M | <0.01 | 342,524 | +82.4% | +$20.9M | 0.43 | |
Vanguard Total Stock Market Index Fund VTI | $66.83M | <0.01 | 257,119 | +6.55% | +$4.11M | 0.63 | |
iShares Core MSCI EAFE ETF IEFA | $408.93M | <0.01 | 5.51M | +46.7% | +$130.17M | 3.84 | |
Invesco NASDAQ 100 ETF QQQM | $32.24M | <0.01 | 176,467 | +24.18% | +$6.28M | 0.3 | |
iShares Russell Top 200 Growth ETF IWY | $44.33M | <0.01 | 227,212 | +36.89% | +$11.95M | 0.42 | |
Vanguard 500 Index Fund VOO | $57.93M | <0.01 | 120,507 | -3.01% | -$1.8M | 0.54 | |
Invesco QQQ Trust QQQ | $157.27M | <0.01 | 354,193 | +3.82% | +$5.79M | 1.48 | |
iShares Russell Mid-Cap ETF IWR | $87.75M | <0.01 | 1.04M | -10.12% | -$9.88M | 0.82 | |
Vanguard Russell 1000 Growth Index Fund VONG | $933.04M | <0.01 | 10.77M | +0.56% | +$5.23M | 8.76 | |
First Trust Value Line Dividend Index Fund FVD | $32.02M | <0.01 | 758,283 | -32.09% | -$15.13M | 0.3 | |
iShares Russell 2000 ETF IWM | $173.91M | <0.01 | 826,965 | -5.4% | -$9.93M | 1.63 | |
Vanguard Real Estate Index Fund VNQ | $65.1M | <0.01 | 752,822 | +1.36% | +$875,869.12 | 0.61 | |
iShares MSCI EAFE Growth ETF EFG | $32.77M | <0.01 | 315,748 | +2.4% | +$768,980.60 | 0.31 | |
ProShares S&P 500 Dividend Aristocrats ETF NOBL | $33.41M | <0.01 | 329,450 | +0.28% | +$94,514.22 | 0.31 |