Berkshire Hathaway Inc BRK.B | $11.1M | 1.84 | 26,406 | +3.88% | +$414,208.95 | 0.49 | |
| Global Payments Inc. GPN | $15.31M | 0.05 | 114,514 | -0.22% | -$33,415.00 | 0.67 | |
| Erie Indemnity Company ERIE | $6.8M | 0.03 | 16,931 | +30.92% | +$1.61M | 0.3 | |
| Lockheed Martin Corporation LMT | $8M | 0.01 | 17,585 | -0.74% | -$59,587.23 | 0.35 | |
| Prologis, Inc. PLD | $7.01M | 0.01 | 53,868 | +1.01% | +$70,448.65 | 0.31 | |
| Comcast Corporation CMCSA | $10.78M | 0.01 | 248,561 | -1.31% | -$142,881.50 | 0.47 | |
| JPMorgan Chase & Co. JPM | $25.18M | <0.01 | 125,706 | +0.84% | +$209,513.08 | 1.1 | |
| Accenture plc ACN | $10.06M | <0.01 | 29,035 | -6.85% | -$739,667.33 | 0.44 | |
| The Procter & Gamble Company PG | $10.99M | <0.01 | 67,708 | +2.17% | +$233,803.33 | 0.48 | |
| Thermo Fisher Scientific Inc. TMO | $6.76M | <0.01 | 11,632 | -3.62% | -$253,978.30 | 0.3 | |
| Johnson & Johnson JNJ | $8.89M | <0.01 | 56,220 | -5.18% | -$485,487.25 | 0.39 | |
| UnitedHealth Group Incorporated UNH | $7.05M | <0.01 | 14,258 | -2.66% | -$192,935.17 | 0.31 | |
| Exxon Mobil Corporation XOM | $8.9M | <0.01 | 76,549 | +5.38% | +$454,147.96 | 0.39 | |
| Chevron Corporation CVX | $6.28M | <0.01 | 39,790 | +3.59% | +$217,681.84 | 0.28 | |
| Merck & Co., Inc. MRK | $6.62M | <0.01 | 50,195 | +1.9% | +$123,769.00 | 0.29 | |
| Apple Inc. AAPL | $58.47M | <0.01 | 340,955 | +4.71% | +$2.63M | 2.56 | |
| Eli Lilly and Company LLY | $15.19M | <0.01 | 19,527 | +4.32% | +$629,358.37 | 0.67 | |
| Visa Inc. V | $7.06M | <0.01 | 25,283 | +4.47% | +$301,963.16 | 0.31 | |
| NVIDIA Corporation NVDA | $18.84M | <0.01 | 20,855 | -1.36% | -$259,323.80 | 0.83 | |
| Microsoft Corporation MSFT | $36.44M | <0.01 | 86,614 | +1.57% | +$563,766.33 | 1.6 | |
| Amazon.com, Inc. AMZN | $13.74M | <0.01 | 76,166 | +3.55% | +$470,788.89 | 0.6 | |
| Meta Platforms, Inc. META | $8.89M | <0.01 | 18,312 | +4.85% | +$411,287.56 | 0.39 | |
Vanguard Developed Markets Index Fund VEA | $324.72M | <0.01 | 6.47M | +4.49% | +$13.94M | 14.23 | |
First Trust Enhanced Short Maturity ETF FTSM | $17.63M | <0.01 | 295,721 | +7.95% | +$1.3M | 0.77 | |
Invesco QQQ Trust QQQ | $8.38M | <0.01 | 18,871 | -1.96% | -$167,390.60 | 0.37 | |
First Trust Large Cap Core AlphaDEX Fund FEX | $18.07M | <0.01 | 182,102 | +10.36% | +$1.7M | 0.79 | |
iShares Russell 1000 Growth ETF IWF | $14.19M | <0.01 | 42,098 | +1.22% | +$170,882.42 | 0.62 | |
Fidelity Total Bond ETF FBND | $6.65M | <0.01 | 146,731 | +6.26% | +$391,477.89 | 0.29 | |
iShares Russell 1000 Value ETF IWD | $7.77M | <0.01 | 43,383 | -1.29% | -$101,733.89 | 0.34 | |
Invesco Russell 1000 Dynamic Multifactor ETF OMFL | $109.94M | <0.01 | 1.99M | -3.72% | -$4.25M | 4.82 | |
iShares Russell 1000 ETF IWB | $8.77M | <0.01 | 30,460 | -1.32% | -$117,804.73 | 0.39 | |
Vanguard Large Cap Index Fund VV | $8.05M | <0.01 | 33,582 | +0.28% | +$22,537.44 | 0.35 | |
SPDR Nuveen Bloomberg Municipal Bond ETF TFI | $16.47M | <0.01 | 354,321 | -4.33% | -$745,771.64 | 0.72 | |
iShares Core S&P 500 ETF IVV | $10M | <0.01 | 19,026 | +44.75% | +$3.09M | 0.44 | |
Vanguard Total Stock Market Index Fund VTI | $25.39M | <0.01 | 97,690 | +0.23% | +$57,697.74 | 1.11 | |
SPDR S&P 500 ETF Trust SPY | $7.82M | <0.01 | 14,951 | +40.54% | +$2.26M | 0.34 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $6.42M | <0.01 | 55,669 | -1% | -$64,683.45 | 0.28 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $21.68M | <0.01 | 428,461 | -30.35% | -$9.45M | 0.95 | |
Schwab U.S. Large-Cap ETF SCHX | $653.16M | <0.01 | 10.52M | +2.36% | +$15.08M | 28.63 | |
iShares Core S&P Small-Cap ETF IJR | $7.68M | <0.01 | 69,508 | +6.57% | +$473,686.74 | 0.34 | |
Vanguard 500 Index Fund VOO | $45.86M | <0.01 | 95,411 | -0.11% | -$50,473.35 | 2.01 | |
Schwab U.S. Large-Cap Value ETF SCHV | $8.13M | <0.01 | 107,058 | -1.36% | -$111,918.20 | 0.36 | |
Vanguard Russell 1000 Growth Index Fund VONG | $24.27M | <0.01 | 279,998 | -23.72% | -$7.55M | 1.06 | |
Schwab U.S. Mid-Cap ETF SCHM | $17.7M | <0.01 | 217,410 | -21.27% | -$4.78M | 0.78 | |
Vanguard Mortgage-Backed Securities Index Fund VMBS | $12.05M | <0.01 | 264,192 | +69.36% | +$4.94M | 0.53 | |
Alphabet Inc. GOOGL | $9.23M | <0.01 | 61,152 | +2% | +$181,416.77 | 0.41 | |
Schwab International Equity ETF SCHF | $11.85M | <0.01 | 303,656 | +2.55% | +$294,405.50 | 0.52 | |
Vanguard Dividend Appreciation Index Fund VIG | $15.21M | <0.01 | 83,312 | +1.16% | +$174,757.79 | 0.67 | |
| Alphabet Inc. GOOG | $8.28M | <0.01 | 54,394 | +1.17% | +$96,075.68 | 0.36 | |
Schwab Emerging Markets Equity ETF SCHE | $14.25M | <0.01 | 564,373 | -13.93% | -$2.31M | 0.63 |