Berkshire Hathaway Inc BRK.B | $263.72M | 43.65 | 627,122 | +2.17% | +$5.61M | 1.1 | |
| Apple Inc. AAPL | $778.64M | 0.03 | 4.54M | -2.94% | -$23.62M | 3.23 | |
| AbbVie Inc. ABBV | $87.26M | 0.03 | 479,210 | -1.75% | -$1.55M | 0.36 | |
| Costco Wholesale Corporation COST | $87.92M | 0.03 | 119,999 | +8.96% | +$7.23M | 0.37 | |
| The Procter & Gamble Company PG | $101.77M | 0.03 | 627,247 | -1.22% | -$1.25M | 0.42 | |
| Exxon Mobil Corporation XOM | $122.5M | 0.02 | 1.05M | +1.09% | +$1.32M | 0.51 | |
| The Home Depot, Inc. HD | $86.43M | 0.02 | 225,317 | +5.39% | +$4.42M | 0.36 | |
| NVIDIA Corporation NVDA | $519.08M | 0.02 | 574,488 | -1.15% | -$6.04M | 2.16 | |
| Amazon.com, Inc. AMZN | $418.59M | 0.02 | 2.32M | +0.49% | +$2.06M | 1.74 | |
| JPMorgan Chase & Co. JPM | $121.51M | 0.02 | 606,649 | +0.66% | +$801,001.05 | 0.51 | |
| Visa Inc. V | $105.03M | 0.02 | 376,333 | +1.63% | +$1.68M | 0.44 | |
| Eli Lilly and Company LLY | $128.7M | 0.02 | 165,433 | +2.2% | +$2.77M | 0.53 | |
| Tesla, Inc. TSLA | $94.29M | 0.02 | 536,369 | -2.9% | -$2.82M | 0.39 | |
| Microsoft Corporation MSFT | $508.1M | 0.02 | 1.21M | +1.86% | +$9.28M | 2.11 | |
| Meta Platforms, Inc. META | $135.61M | 0.01 | 279,267 | +8.82% | +$11M | 0.56 | |
Alphabet Inc. GOOGL | $148.07M | 0.01 | 981,058 | -1.48% | -$2.23M | 0.62 | |
| Alphabet Inc. GOOG | $124.18M | 0.01 | 815,588 | -1.57% | -$1.98M | 0.52 | |
VanEck Morningstar Wide Moat ETF MOAT | $82.99M | <0.01 | 923,097 | -0.22% | -$180,428.39 | 0.35 | |
Vanguard Extended Market Index Fund VXF | $108.47M | <0.01 | 618,866 | +5.3% | +$5.46M | 0.45 | |
SPDR Dow Jones Industrial Average ETF Trust DIA | $105.78M | <0.01 | 265,928 | +6.08% | +$6.06M | 0.44 | |
SPDR S&P 500 ETF Trust SPY | $303.01M | <0.01 | 579,301 | -6.54% | -$21.19M | 1.26 | |
iShares Core U.S. Aggregate Bond ETF AGG | $110.55M | <0.01 | 1.13M | -12.69% | -$16.07M | 0.46 | |
Vanguard Growth Index Fund VUG | $149.25M | <0.01 | 433,603 | +2.15% | +$3.14M | 0.62 | |
Pacer US Cash Cows 100 ETF COWZ | $232.24M | <0.01 | 4M | +10.94% | +$22.91M | 0.96 | |
SPDR Portfolio S&P 500 ETF SPLG | $124.32M | <0.01 | 2.02M | +5.48% | +$6.46M | 0.52 | |
Vanguard Value Index Fund VTV | $159.06M | <0.01 | 976,681 | +4.64% | +$7.06M | 0.66 | |
Schwab U.S. Dividend Equity ETF SCHD | $182.98M | <0.01 | 2.27M | +4.33% | +$7.59M | 0.76 | |
Vanguard Total Stock Market Index Fund VTI | $425.39M | <0.01 | 1.64M | +4.81% | +$19.52M | 1.77 | |
Capital Group Dividend Value ETF CGDV | $105.31M | <0.01 | 3.24M | +13.25% | +$12.32M | 0.44 | |
Invesco S&P 500 Equal Weight ETF RSP | $100.12M | <0.01 | 591,111 | +12.42% | +$11.06M | 0.42 | |
JPMorgan Equity Premium Income ETF JEPI | $124.11M | <0.01 | 2.15M | +8.22% | +$9.43M | 0.52 | |
Vanguard 500 Index Fund VOO | $926.58M | <0.01 | 1.93M | +1.45% | +$13.27M | 3.85 | |
Pacer US Small Cap Cash Cows 100 ETF CALF | $88.64M | <0.01 | 1.8M | +31.63% | +$21.3M | 0.37 | |
First Trust Rising Dividend Achievers ETF RDVY | $105.38M | <0.01 | 1.88M | +10.23% | +$9.78M | 0.44 | |
iShares Core S&P 500 ETF IVV | $537.47M | <0.01 | 1.02M | -1.73% | -$9.45M | 2.23 | |
Vanguard Dividend Appreciation Index Fund VIG | $151.63M | <0.01 | 830,337 | -3.74% | -$5.89M | 0.63 | |
Vanguard Short-Term Bond Index Fund BSV | $114.33M | <0.01 | 1.49M | -0.23% | -$268,191.46 | 0.48 | |
iShares MSCI USA Quality Factor ETF QUAL | $88.31M | <0.01 | 537,346 | -0.09% | -$77,573.36 | 0.37 | |
iShares Core MSCI EAFE ETF IEFA | $83.02M | <0.01 | 1.12M | +12.68% | +$9.34M | 0.35 | |
Vanguard Developed Markets Index Fund VEA | $126.87M | <0.01 | 2.53M | -9.98% | -$14.07M | 0.53 | |
Invesco QQQ Trust QQQ | $664.52M | <0.01 | 1.5M | +2.64% | +$17.08M | 2.76 | |
Vanguard Small Cap Index Fund VB | $85.66M | <0.01 | 374,736 | -0.41% | -$348,371.56 | 0.36 | |
Vanguard Total International Bond Index Fund BNDX | $132.97M | <0.01 | 2.7M | +6.25% | +$7.83M | 0.55 | |
Technology Select Sector SPDR Fund XLK | $137.25M | <0.01 | 659,016 | +12.26% | +$14.98M | 0.57 | |
Vanguard Total Bond Market Index Fund BND | $189.74M | <0.01 | 2.61M | +15.46% | +$25.4M | 0.79 | |
Vanguard High Dividend Yield Index Fund VYM | $93.28M | <0.01 | 770,990 | -2.51% | -$2.41M | 0.39 | |
iShares MSCI USA Min Vol Factor ETF USMV | $103.66M | <0.01 | 1.24M | -15.24% | -$18.63M | 0.43 | |
SPDR Bloomberg 1-3 Month T-Bill ETF BIL | $97.47M | <0.01 | 1.06M | +1.68% | +$1.61M | 0.41 | |
Vanguard Total Intl Stock Idx Fund VXUS | $396.81M | <0.01 | 6.58M | +5.85% | +$21.93M | 1.65 | |
SPDR Gold Shares GLD | $91.56M | <0.01 | 445,047 | -13.36% | -$14.12M | 0.38 |