Berkshire Hathaway Inc BRK.B | $28.56M | 4.73 | 67,907 | +1.58% | +$444,910.17 | 0.77 | |
| AptarGroup, Inc. ATR | $16.58M | 0.17 | 115,196 | -0.83% | -$137,990.31 | 0.45 | |
| Edwards Lifesciences Corporation EW | $14.69M | 0.03 | 153,698 | +1.4% | +$202,301.13 | 0.4 | |
Canadian National Railway Company CNI | $20.36M | 0.02 | 154,612 | +1.96% | +$391,836.35 | 0.55 | |
Alcon Inc. ALC | $10M | 0.02 | 120,113 | -7.37% | -$795,420.47 | 0.27 | |
| Emerson Electric Co. EMR | $11.43M | 0.02 | 100,797 | +0.18% | +$20,642.41 | 0.31 | |
| The Procter & Gamble Company PG | $52.35M | 0.01 | 322,650 | +36.37% | +$13.96M | 1.41 | |
Fiserv, Inc. FI | $13.02M | 0.01 | 81,441 | +80.6% | +$5.81M | 0.35 | |
| The TJX Companies, Inc. TJX | $15.25M | 0.01 | 150,405 | +21.87% | +$2.74M | 0.41 | |
| The Home Depot, Inc. HD | $47.59M | 0.01 | 124,074 | +8.06% | +$3.55M | 1.28 | |
| Abbott Laboratories ABT | $19.95M | 0.01 | 175,537 | +10.53% | +$1.9M | 0.54 | |
| PepsiCo, Inc. PEP | $25.19M | 0.01 | 143,929 | +0.53% | +$131,432.61 | 0.68 | |
| NIKE, Inc. NKE | $14.84M | 0.01 | 157,876 | +10.88% | +$1.46M | 0.4 | |
| Thermo Fisher Scientific Inc. TMO | $18.91M | 0.01 | 32,544 | +37.1% | +$5.12M | 0.51 | |
| Johnson & Johnson JNJ | $29.52M | 0.01 | 186,613 | -0.28% | -$81,626.01 | 0.8 | |
| American Express Company AXP | $13.9M | 0.01 | 61,036 | +0.26% | +$35,747.33 | 0.37 | |
| Union Pacific Corporation UNP | $10.97M | 0.01 | 44,593 | -9.14% | -$1.1M | 0.3 | |
| Danaher Corporation DHR | $10.73M | 0.01 | 42,970 | +18.41% | +$1.67M | 0.29 | |
| Visa Inc. V | $28.93M | 0.01 | 103,671 | +1.76% | +$501,226.46 | 0.78 | |
| JPMorgan Chase & Co. JPM | $23.34M | <0.01 | 116,510 | -7.15% | -$1.8M | 0.63 | |
| AbbVie Inc. ABBV | $12.54M | <0.01 | 68,861 | -8.26% | -$1.13M | 0.34 | |
| NVIDIA Corporation NVDA | $80.77M | <0.01 | 89,386 | -8.97% | -$7.96M | 2.18 | |
| Apple Inc. AAPL | $100.87M | <0.01 | 588,223 | -1.6% | -$1.64M | 2.72 | |
| Microsoft Corporation MSFT | $130.51M | <0.01 | 310,200 | +2.02% | +$2.59M | 3.52 | |
| Amazon.com, Inc. AMZN | $70.05M | <0.01 | 388,326 | +2.75% | +$1.88M | 1.89 | |
| UnitedHealth Group Incorporated UNH | $13.18M | <0.01 | 26,644 | +15.58% | +$1.78M | 0.36 | |
| Merck & Co., Inc. MRK | $10.63M | <0.01 | 80,547 | +1.14% | +$119,282.80 | 0.29 | |
Alphabet Inc. GOOGL | $48.46M | <0.01 | 321,085 | -1.31% | -$645,980.41 | 1.31 | |
| Walmart Inc. WMT | $12.84M | <0.01 | 213,443 | +310.15% | +$9.71M | 0.35 | |
| Mastercard Incorporated MA | $14.45M | <0.01 | 30,000 | +32.36% | +$3.53M | 0.39 | |
Berkshire Hathaway Inc BRK.A | $17.13M | <0.01 | 27 | 0% | +$0 | 0.46 | |
| Exxon Mobil Corporation XOM | $11.01M | <0.01 | 94,712 | +2.42% | +$260,145.12 | 0.3 | |
| Alphabet Inc. GOOG | $30.99M | <0.01 | 203,526 | +9.08% | +$2.58M | 0.84 | |
| Eli Lilly and Company LLY | $15.26M | <0.01 | 19,618 | +0.07% | +$10,891.44 | 0.41 | |
| Meta Platforms, Inc. META | $13.04M | <0.01 | 26,862 | +0.69% | +$89,346.72 | 0.35 | |
Vanguard Developed Markets Index Fund VEA | $17.22M | <0.01 | 343,308 | +256.12% | +$12.39M | 0.46 | |
iShares Russell 1000 Growth ETF IWF | $13.38M | <0.01 | 39,694 | -0.57% | -$76,510.35 | 0.36 | |
iShares Core S&P 500 ETF IVV | $1.4B | <0.01 | 2.67M | +9.91% | +$126.35M | 37.74 | |
iShares Core S&P Small-Cap ETF IJR | $37.85M | <0.01 | 342,472 | +324.61% | +$28.94M | 1.02 | |
iShares National Muni Bond ETF MUB | $153.8M | <0.01 | 1.43M | +16.36% | +$21.63M | 4.14 | |
iShares Core S&P Mid-Cap ETF IJH | $10.95M | <0.01 | 180,260 | +23,649.67% | +$10.9M | 0.3 | |
SPDR Bloomberg 3-12 Month T-Bill ETF BILS | $16.19M | <0.01 | 162,819 | +6.54% | +$993,404.64 | 0.44 | |
iShares Short-Term National Muni Bond ETF SUB | $17.59M | <0.01 | 167,923 | New | +$17.59M | 0.47 | |
SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX | $117.69M | <0.01 | 2.75M | -0.8% | -$943,397.49 | 3.17 | |
SPDR S&P 500 ETF Trust SPY | $50.41M | <0.01 | 96,372 | +18.82% | +$7.99M | 1.36 | |
Vanguard Total Stock Market Index Fund VTI | $25.4M | <0.01 | 97,711 | +356.98% | +$19.84M | 0.68 | |
Invesco S&P 500 Equal Weight ETF RSP | $199.9M | <0.01 | 1.18M | -0.81% | -$1.63M | 5.39 | |
Vanguard 500 Index Fund VOO | $10.55M | <0.01 | 21,951 | +331.43% | +$8.11M | 0.28 | |
Invesco QQQ Trust QQQ | $10.81M | <0.01 | 24,346 | +169.22% | +$6.79M | 0.29 | |
iShares Core U.S. Aggregate Bond ETF AGG | $12.46M | <0.01 | 127,174 | -67.49% | -$25.86M | 0.34 |