Berkshire Hathaway Inc BRK.B | $72.2M | 11.95 | 171,697 | -0.37% | -$270,814.88 | 0.91 | |
| Golub Capital BDC, Inc. GBDC | $34.94M | 1.23 | 2.1M | +29.56% | +$7.97M | 0.44 | |
| Wayfair Inc. W | $43.82M | 0.53 | 645,500 | 0% | +$0 | 0.55 | |
| Moody's Corporation MCO | $351.78M | 0.49 | 895,050 | +39.66% | +$99.9M | 4.42 | |
| The Charles Schwab Corporation SCHW | $612.06M | 0.46 | 8.46M | -0.33% | -$2M | 7.68 | |
| Schlumberger Limited SLB | $241.6M | 0.31 | 4.41M | -8.3% | -$21.87M | 3.03 | |
| S&P Global Inc. SPGI | $384.2M | 0.29 | 903,047 | +9.44% | +$33.14M | 4.82 | |
| Ares Capital Corporation ARCC | $34.65M | 0.27 | 1.66M | +33.49% | +$8.69M | 0.44 | |
| Uber Technologies, Inc. UBER | $411M | 0.26 | 5.34M | +2,956.46% | +$397.55M | 5.16 | |
| Lowe's Companies, Inc. LOW | $269.3M | 0.19 | 1.06M | -5.18% | -$14.73M | 3.38 | |
| Canadian Pacific Railway Limited CP | $139.95M | 0.17 | 1.59M | -34.58% | -$73.99M | 1.76 | |
| Danaher Corporation DHR | $311.35M | 0.17 | 1.25M | +1.89% | +$5.78M | 3.91 | |
| MongoDB, Inc. MDB | $40.79M | 0.16 | 113,730 | 0% | +$0 | 0.51 | |
| Coinbase Global, Inc. COIN | $84.3M | 0.13 | 317,985 | +0.31% | +$262,468.80 | 1.06 | |
| Visa Inc. V | $538.47M | 0.1 | 1.93M | +4.09% | +$21.17M | 6.76 | |
| UnitedHealth Group Incorporated UNH | $424.15M | 0.09 | 857,397 | +4.93% | +$19.93M | 5.32 | |
Snowflake Inc. SNOW | $37.97M | 0.07 | 234,947 | +18.87% | +$6.03M | 0.48 | |
| ServiceNow, Inc. NOW | $92.23M | 0.06 | 120,967 | +5.97% | +$5.19M | 1.16 | |
| Cloudflare, Inc. NET | $18.93M | 0.06 | 195,490 | 0% | +$0 | 0.24 | |
| Workday, Inc. WDAY | $42.12M | 0.06 | 154,441 | +12.04% | +$4.52M | 0.53 | |
| Mastercard Incorporated MA | $154.4M | 0.03 | 320,617 | +1.23% | +$1.87M | 1.94 | |
| Palo Alto Networks, Inc. PANW | $30.21M | 0.03 | 106,288 | 0% | +$0 | 0.38 | |
| MercadoLibre, Inc. MELI | $25.61M | 0.03 | 16,941 | +24.72% | +$5.08M | 0.32 | |
| CrowdStrike Holdings, Inc. CRWD | $24.79M | 0.03 | 77,314 | +24.15% | +$4.82M | 0.31 | |
| Amazon.com, Inc. AMZN | $586.86M | 0.03 | 3.25M | +8.31% | +$45.03M | 7.37 | |
| Alphabet Inc. GOOG | $551.7M | 0.03 | 3.62M | +0.67% | +$3.66M | 6.92 | |
| Microsoft Corporation MSFT | $771.28M | 0.03 | 1.83M | +3.41% | +$25.44M | 9.68 | |
| Intuit Inc. INTU | $23.17M | 0.01 | 35,640 | +26.82% | +$4.9M | 0.29 | |
| Salesforce, Inc. CRM | $27.94M | 0.01 | 92,777 | -25% | -$9.31M | 0.35 | |
| Johnson & Johnson JNJ | $27.1M | 0.01 | 171,302 | -0.18% | -$49,988.04 | 0.34 | |
ASML Holding N.V. ASML | $28.65M | 0.01 | 29,525 | +26.95% | +$6.08M | 0.36 | |
| JPMorgan Chase & Co. JPM | $34.06M | 0.01 | 170,058 | -1.11% | -$381,571.50 | 0.43 | |
| NVIDIA Corporation NVDA | $59.38M | <0.01 | 65,718 | +20.21% | +$9.98M | 0.75 | |
| Meta Platforms, Inc. META | $38.53M | <0.01 | 79,349 | -2.19% | -$860,933.33 | 0.48 | |
| Apple Inc. AAPL | $50.74M | <0.01 | 295,910 | -5.86% | -$3.16M | 0.64 | |
Vanguard 500 Index Fund VOO | $117.29M | <0.01 | 243,992 | +0.61% | +$706,629.00 | 1.47 | |
iShares MSCI EAFE ETF EFA | $21.36M | <0.01 | 267,465 | 0% | +$0 | 0.27 | |
Invesco QQQ Trust QQQ | $26.65M | <0.01 | 60,024 | +76.84% | +$11.58M | 0.33 | |
Vanguard Developed Markets Index Fund VEA | $124.56M | <0.01 | 2.48M | +4.14% | +$4.95M | 1.56 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $20.87M | <0.01 | 269,890 | 0% | +$0 | 0.26 | |
iShares Core MSCI Total International Stock ETF IXUS | $29.2M | <0.01 | 430,257 | -24.45% | -$9.45M | 0.37 | |
iShares Russell 1000 ETF IWB | $21.83M | <0.01 | 75,756 | +0.1% | +$20,750.40 | 0.27 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $61.25M | <0.01 | 531,212 | +7.25% | +$4.14M | 0.77 | |
SPDR S&P 500 ETF Trust SPY | $58.27M | <0.01 | 111,407 | +6.25% | +$3.43M | 0.73 | |
Vanguard Total Intl Stock Idx Fund VXUS | $29.16M | <0.01 | 483,534 | -20.09% | -$7.33M | 0.37 | |
Vanguard Emerging Markets Stock Index Fund VWO | $63.85M | <0.01 | 1.53M | -14.54% | -$10.87M | 0.8 | |
iShares Core MSCI EAFE ETF IEFA | $25.3M | <0.01 | 340,959 | +19.55% | +$4.14M | 0.32 | |
Vanguard Total Stock Market Index Fund VTI | $152.23M | <0.01 | 585,738 | +5.38% | +$7.78M | 1.91 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $34.18M | <0.01 | 675,526 | -12.04% | -$4.68M | 0.43 | |
Alerian MLP ETF AMLP | $53.46M | <0.01 | 1.13M | -0.17% | -$92,831.76 | 0.67 |