Berkshire Hathaway Inc BRK.B | $411.01M | 68.03 | 977,397 | -0.19% | -$782,999.90 | 0.86 | |
| Apollo Global Management, Inc. APO | $417.89M | 0.65 | 3.72M | +1.77% | +$7.27M | 0.87 | |
| Federal Agricultural Mortgage Corporation AGM | $743.02M | 0.31 | 33,480 | +4.36% | +$31.03M | 1.55 | |
| Amgen Inc. AMGN | $241.49M | 0.16 | 849,331 | +8.42% | +$18.76M | 0.5 | |
| ServiceNow, Inc. NOW | $220.09M | 0.14 | 288,695 | +4.37% | +$9.22M | 0.46 | |
| The Procter & Gamble Company PG | $407.58M | 0.11 | 2.51M | +6.42% | +$24.6M | 0.85 | |
| The Home Depot, Inc. HD | $323.18M | 0.09 | 842,447 | +8.04% | +$24.04M | 0.67 | |
| Chevron Corporation CVX | $243.89M | 0.08 | 1.55M | +2.62% | +$6.22M | 0.51 | |
| Apple Inc. AAPL | $2.16B | 0.08 | 12.61M | +6.79% | +$137.41M | 4.51 | |
| Advanced Micro Devices, Inc. AMD | $238.86M | 0.08 | 1.32M | +13.15% | +$27.76M | 0.5 | |
| Costco Wholesale Corporation COST | $262.05M | 0.08 | 357,684 | +1.03% | +$2.68M | 0.55 | |
| JPMorgan Chase & Co. JPM | $459.25M | 0.08 | 2.29M | +2.82% | +$12.61M | 0.96 | |
| Broadcom Inc. AVGO | $429.61M | 0.07 | 324,149 | -4.2% | -$18.84M | 0.9 | |
| Merck & Co., Inc. MRK | $212.5M | 0.06 | 1.61M | +1.42% | +$2.98M | 0.44 | |
| Johnson & Johnson JNJ | $240.07M | 0.06 | 1.52M | +4.32% | +$9.95M | 0.5 | |
| Eli Lilly and Company LLY | $403.35M | 0.06 | 518,467 | -5.98% | -$25.67M | 0.84 | |
| NVIDIA Corporation NVDA | $1.21B | 0.05 | 1.34M | +16.61% | +$172.46M | 2.52 | |
| Mastercard Incorporated MA | $242.46M | 0.05 | 503,506 | +5.35% | +$12.31M | 0.51 | |
| UnitedHealth Group Incorporated UNH | $236.29M | 0.05 | 477,651 | -1.29% | -$3.1M | 0.49 | |
| Tesla, Inc. TSLA | $289.4M | 0.05 | 1.65M | -19.91% | -$71.96M | 0.6 | |
| Microsoft Corporation MSFT | $1.5B | 0.05 | 3.56M | +2.67% | +$39.03M | 3.12 | |
| Visa Inc. V | $232.01M | 0.04 | 831,327 | +2.9% | +$6.53M | 0.48 | |
| Walmart Inc. WMT | $206.03M | 0.04 | 3.42M | +216.49% | +$140.93M | 0.43 | |
| Amazon.com, Inc. AMZN | $707.52M | 0.04 | 3.92M | +4.06% | +$27.6M | 1.48 | |
Alphabet Inc. GOOGL | $511.27M | 0.03 | 3.39M | +1.03% | +$5.19M | 1.07 | |
| Meta Platforms, Inc. META | $311.65M | 0.03 | 641,736 | +51.74% | +$106.26M | 0.65 | |
| Alphabet Inc. GOOG | $209.64M | 0.01 | 1.38M | +5.15% | +$10.27M | 0.44 | |
iShares S&P 500 Growth ETF IVW | $316.03M | <0.01 | 3.74M | -0.44% | -$1.4M | 0.66 | |
iShares MSCI EAFE ETF EFA | $245.59M | <0.01 | 3.08M | -1.72% | -$4.29M | 0.51 | |
Vanguard Mid Cap Index Fund VO | $293.08M | <0.01 | 1.17M | +10.29% | +$27.35M | 0.61 | |
iShares Core S&P 500 ETF IVV | $2.17B | <0.01 | 4.12M | +6.4% | +$130.37M | 4.52 | |
Vanguard Dividend Appreciation Index Fund VIG | $228.75M | <0.01 | 1.25M | -4.54% | -$10.88M | 0.48 | |
iShares S&P 500 Value ETF IVE | $210.57M | <0.01 | 1.13M | +2.8% | +$5.74M | 0.44 | |
Vanguard Developed Markets Index Fund VEA | $1.3B | <0.01 | 25.82M | +6.79% | +$82.32M | 2.7 | |
iShares Core Total USD Bond Market ETF IUSB | $296.13M | <0.01 | 6.5M | +40.25% | +$84.99M | 0.62 | |
Vanguard Small Cap Index Fund VB | $264.33M | <0.01 | 1.16M | +7.51% | +$18.46M | 0.55 | |
iShares Core S&P Small-Cap ETF IJR | $223.93M | <0.01 | 2.03M | +2.43% | +$5.32M | 0.47 | |
iShares Core S&P Mid-Cap ETF IJH | $709.77M | <0.01 | 11.69M | +418.98% | +$573.01M | 1.48 | |
iShares Core MSCI Emerging Markets ETF IEMG | $269.89M | <0.01 | 5.23M | +13.29% | +$31.66M | 0.56 | |
Vanguard Emerging Markets Stock Index Fund VWO | $484.94M | <0.01 | 11.61M | +15.13% | +$63.74M | 1.01 | |
iShares Core MSCI EAFE ETF IEFA | $613.99M | <0.01 | 8.27M | +12.52% | +$68.33M | 1.28 | |
Vanguard Growth Index Fund VUG | $510.63M | <0.01 | 1.48M | +6.87% | +$32.84M | 1.07 | |
SPDR S&P 500 ETF Trust SPY | $657.34M | <0.01 | 1.26M | -2.33% | -$15.7M | 1.37 | |
Vanguard Value Index Fund VTV | $635.23M | <0.01 | 3.9M | +17.55% | +$94.86M | 1.32 | |
Schwab U.S. Large-Cap ETF SCHX | $210.83M | <0.01 | 3.4M | -6.39% | -$14.4M | 0.44 | |
Vanguard Total Stock Market Index Fund VTI | $390.65M | <0.01 | 1.5M | +0.16% | +$629,217.98 | 0.82 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $354.34M | <0.01 | 3.82M | +4.02% | +$13.71M | 0.74 | |
Vanguard 500 Index Fund VOO | $332.36M | <0.01 | 691,413 | +11.48% | +$34.22M | 0.69 | |
Invesco QQQ Trust QQQ | $317.34M | <0.01 | 714,716 | +3.2% | +$9.85M | 0.66 | |
iShares Core U.S. Aggregate Bond ETF AGG | $639.86M | <0.01 | 6.53M | +32.68% | +$157.59M | 1.33 |