Berkshire Hathaway Inc BRK.B | $1.69M | 0.28 | 4,016 | +28.84% | +$378,047.41 | 0.14 | |
| Illinois Tool Works Inc. ITW | $4.56M | 0.01 | 16,916 | -2.16% | -$100,609.30 | 0.38 | |
| Republic Services, Inc. RSG | $2.48M | <0.01 | 12,940 | -5.89% | -$155,066.42 | 0.21 | |
| The Bank of New York Mellon Corporation BK | $1.32M | <0.01 | 22,861 | +0.84% | +$11,005.42 | 0.11 | |
| Arthur J. Gallagher & Co. AJG | $1.79M | <0.01 | 7,173 | -0.86% | -$15,502.48 | 0.15 | |
| The Sherwin-Williams Company SHW | $2.9M | <0.01 | 8,349 | +0.71% | +$20,492.47 | 0.24 | |
| Morgan Stanley MS | $5.31M | <0.01 | 56,446 | +0.29% | +$15,348.08 | 0.44 | |
| Canadian Pacific Railway Limited CP | $1.49M | <0.01 | 16,891 | -7.45% | -$120,101.90 | 0.12 | |
| Merck & Co., Inc. MRK | $2.48M | <0.01 | 18,678 | -0.37% | -$9,157.70 | 0.21 | |
ASML Holding N.V. ASML | $2.9M | <0.01 | 2,987 | +5.92% | +$162,068.50 | 0.24 | |
| Mastercard Incorporated MA | $2.4M | <0.01 | 4,992 | +8.78% | +$194,072.67 | 0.2 | |
| Intuitive Surgical, Inc. ISRG | $1.42M | <0.01 | 3,546 | +1.87% | +$25,940.85 | 0.12 | |
| PepsiCo, Inc. PEP | $3.37M | <0.01 | 19,119 | -15.24% | -$606,147.18 | 0.28 | |
| Visa Inc. V | $3.07M | <0.01 | 11,015 | +2.69% | +$80,654.12 | 0.26 | |
| The Home Depot, Inc. HD | $3.75M | <0.01 | 9,777 | +3.67% | +$132,725.59 | 0.31 | |
| UnitedHealth Group Incorporated UNH | $2.59M | <0.01 | 5,236 | +3.29% | +$82,614.89 | 0.21 | |
| Johnson & Johnson JNJ | $2.61M | <0.01 | 16,505 | +51.02% | +$882,062.39 | 0.22 | |
| Thermo Fisher Scientific Inc. TMO | $1.5M | <0.01 | 2,578 | +0.15% | +$2,326.40 | 0.12 | |
| Netflix, Inc. NFLX | $2.02M | <0.01 | 3,327 | +0.51% | +$10,324.61 | 0.17 | |
| Costco Wholesale Corporation COST | $3.19M | <0.01 | 4,351 | +58.05% | +$1.17M | 0.26 | |
| Microsoft Corporation MSFT | $18.83M | <0.01 | 44,763 | +8.52% | +$1.48M | 1.56 | |
iShares Core S&P 500 ETF IVV | $3.85M | <0.01 | 7,331 | +0.07% | +$2,628.66 | 0.32 | |
Invesco S&P 500 Equal Weight ETF RSP | $18.75M | <0.01 | 110,689 | New | +$18.75M | 1.55 | |
Vanguard Russell 2000 Index Fund VTWO | $2.93M | <0.01 | 34,455 | +2.28% | +$65,411.13 | 0.24 | |
| Broadcom Inc. AVGO | $2.12M | <0.01 | 1,603 | +2.43% | +$50,365.57 | 0.18 | |
| Meta Platforms, Inc. META | $3.6M | <0.01 | 7,404 | -0.52% | -$18,937.62 | 0.3 | |
Vanguard 500 Index Fund VOO | $443.14M | <0.01 | 921,866 | +10.54% | +$42.26M | 36.69 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $1.92M | <0.01 | 16,616 | +15.4% | +$255,616.92 | 0.16 | |
Invesco QQQ Trust QQQ | $10.09M | <0.01 | 22,695 | +9.61% | +$884,709.54 | 0.84 | |
Vanguard Mid Cap Index Fund VO | $12.78M | <0.01 | 51,136 | 0% | +$0 | 1.06 | |
| Amazon.com, Inc. AMZN | $5.36M | <0.01 | 29,729 | +18.94% | +$853,918.92 | 0.44 | |
| Eli Lilly and Company LLY | $3.26M | <0.01 | 4,193 | +7.73% | +$234,165.94 | 0.27 | |
| Oracle Corporation ORCL | $1.37M | <0.01 | 10,884 | +11.48% | +$140,808.79 | 0.11 | |
| JPMorgan Chase & Co. JPM | $1.46M | <0.01 | 7,307 | +8.04% | +$108,963.19 | 0.12 | |
Alphabet Inc. GOOGL | $5.1M | <0.01 | 33,759 | +44.81% | +$1.58M | 0.42 | |
iShares S&P 100 ETF OEF | $10.01M | <0.01 | 40,455 | +0.16% | +$15,586.95 | 0.83 | |
iShares Core U.S. Aggregate Bond ETF AGG | $25.23M | <0.01 | 257,575 | +7% | +$1.65M | 2.09 | |
| Alphabet Inc. GOOG | $4M | <0.01 | 26,277 | +5.65% | +$214,077.56 | 0.33 | |
Novo Nordisk A/S NVO | $1.54M | <0.01 | 11,891 | +184.88% | +$998,034.40 | 0.13 | |
| AbbVie Inc. ABBV | $1.32M | <0.01 | 7,270 | +3.5% | +$44,796.60 | 0.11 | |
iShares Russell 3000 ETF IWV | $7.23M | <0.01 | 24,095 | 0% | +$0 | 0.6 | |
SPDR S&P 500 ETF Trust SPY | $145.22M | <0.01 | 276,792 | -0.97% | -$1.43M | 12.02 | |
Xtrackers MSCI EAFE Hedged Equity ETF DBEF | $165.34M | <0.01 | 4.04M | +20.16% | +$27.74M | 13.69 | |
| NVIDIA Corporation NVDA | $10.28M | <0.01 | 11,375 | +1.57% | +$159,032.89 | 0.85 | |
| Apple Inc. AAPL | $11.62M | <0.01 | 67,770 | +39.17% | +$3.27M | 0.96 | |
iShares Russell 2000 Growth ETF IWO | $15.96M | <0.01 | 58,924 | +0.13% | +$20,039.17 | 1.32 | |
Invesco S&P 500 Low Volatility ETF SPLV | $3.64M | <0.01 | 55,257 | 0% | +$0 | 0.3 | |
iShares Russell 2000 ETF IWM | $45.63M | <0.01 | 216,995 | -4.27% | -$2.03M | 3.78 | |
iShares Russell 1000 Value ETF IWD | $62M | <0.01 | 346,163 | -12.39% | -$8.77M | 5.13 | |
Schwab U.S. Large-Cap ETF SCHX | $1.45M | <0.01 | 23,390 | +0.24% | +$3,413.35 | 0.12 |