Berkshire Hathaway Inc BRK.B | $102.48M | 16.96 | 243,699 | +1.34% | +$1.35M | 2.22 | |
| Xylem Inc. XYL | $62.18M | 0.2 | 481,142 | +0.36% | +$222,163.33 | 1.35 | |
| McCormick & Company, Incorporated MKC | $37.95M | 0.18 | 494,082 | New | +$37.95M | 0.82 | |
| Fortive Corporation FTV | $45.15M | 0.15 | 524,844 | +0.74% | +$333,757.56 | 0.98 | |
| Mettler-Toledo International Inc. MTD | $33.45M | 0.12 | 25,126 | +0.95% | +$315,519.53 | 0.73 | |
Fiserv, Inc. FI | $103.6M | 0.11 | 648,240 | +2.31% | +$2.34M | 2.25 | |
| Hilton Worldwide Holdings Inc. HLT | $55.24M | 0.1 | 258,946 | +2.54% | +$1.37M | 1.2 | |
| Daktronics, Inc. DAKT | $40.99M | 0.09 | 40,989 | 0% | +$0 | 0.89 | |
| Roper Technologies, Inc. ROP | $47.48M | 0.08 | 84,655 | +6.68% | +$2.97M | 1.03 | |
| Constellation Brands, Inc. STZ | $36.15M | 0.07 | 133,037 | +1.44% | +$511,995.67 | 0.78 | |
Kenvue Inc. KVUE | $28.73M | 0.07 | 1.34M | +39.01% | +$8.06M | 0.62 | |
| The TJX Companies, Inc. TJX | $79.2M | 0.07 | 780,951 | +1.71% | +$1.33M | 1.72 | |
| The Sherwin-Williams Company SHW | $46.88M | 0.05 | 134,967 | -20.75% | -$12.27M | 1.02 | |
| Honeywell International Inc. HON | $69.03M | 0.05 | 336,300 | +10.71% | +$6.68M | 1.5 | |
| Booking Holdings Inc. BKNG | $63.68M | 0.05 | 17,552 | +8.03% | +$4.73M | 1.38 | |
| Blackstone Inc. BX | $78.94M | 0.05 | 600,875 | -0.49% | -$387,935.74 | 1.71 | |
| Zoetis Inc. ZTS | $37.15M | 0.05 | 219,549 | +1.48% | +$541,133.42 | 0.81 | |
| Applied Materials, Inc. AMAT | $79.68M | 0.05 | 386,386 | +3.36% | +$2.59M | 1.73 | |
| Danaher Corporation DHR | $81.41M | 0.04 | 326,021 | +1.91% | +$1.53M | 1.77 | |
| KLA Corporation KLAC | $34.86M | 0.04 | 49,900 | +14.76% | +$4.48M | 0.76 | |
| The Charles Schwab Corporation SCHW | $49.31M | 0.04 | 681,701 | +0.33% | +$160,667.15 | 1.07 | |
| Thermo Fisher Scientific Inc. TMO | $68.49M | 0.03 | 117,835 | +6.54% | +$4.2M | 1.49 | |
| Adobe Inc. ADBE | $69.76M | 0.03 | 138,252 | +7.11% | +$4.63M | 1.51 | |
| Accenture plc ACN | $73.18M | 0.03 | 211,127 | -0.74% | -$543,483.59 | 1.59 | |
| Stryker Corporation SYK | $39.82M | 0.03 | 111,277 | -13.1% | -$6M | 0.86 | |
| Salesforce, Inc. CRM | $77.69M | 0.03 | 257,951 | +4.43% | +$3.3M | 1.69 | |
| The Home Depot, Inc. HD | $98.27M | 0.03 | 256,169 | -10.6% | -$11.65M | 2.13 | |
| QUALCOMM Incorporated QCOM | $49.97M | 0.03 | 295,166 | -0.09% | -$47,065.40 | 1.08 | |
| Costco Wholesale Corporation COST | $82.83M | 0.03 | 113,053 | -7.51% | -$6.72M | 1.8 | |
| S&P Global Inc. SPGI | $33.1M | 0.03 | 77,801 | +4.47% | +$1.42M | 0.72 | |
| Visa Inc. V | $94.57M | 0.02 | 338,868 | +0.94% | +$884,684.37 | 2.05 | |
| Johnson & Johnson JNJ | $61.56M | 0.02 | 389,163 | +0.52% | +$317,645.14 | 1.34 | |
| The Walt Disney Company DIS | $31.83M | 0.01 | 260,122 | +5.68% | +$1.71M | 0.69 | |
| Apple Inc. AAPL | $249.61M | 0.01 | 1.46M | -1.97% | -$5.02M | 5.41 | |
| JPMorgan Chase & Co. JPM | $49.51M | 0.01 | 247,190 | +0.32% | +$158,036.54 | 1.07 | |
| Microsoft Corporation MSFT | $261.44M | 0.01 | 621,404 | +0.7% | +$1.82M | 5.67 | |
| Amazon.com, Inc. AMZN | $142.34M | 0.01 | 789,116 | +4.68% | +$6.36M | 3.09 | |
Alphabet Inc. GOOGL | $107.04M | 0.01 | 709,217 | +3.54% | +$3.66M | 2.32 | |
| Eli Lilly and Company LLY | $28.54M | <0.01 | 36,690 | +8.14% | +$2.15M | 0.62 | |
Berkshire Hathaway Inc BRK.A | $37.43M | <0.01 | 59 | 0% | +$0 | 0.81 | |
| Alphabet Inc. GOOG | $56.24M | <0.01 | 369,355 | +2.55% | +$1.4M | 1.22 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $40.43M | <0.01 | 350,617 | -2.29% | -$947,997.56 | 0.88 | |
iShares National Muni Bond ETF MUB | $69.09M | <0.01 | 642,061 | +2.9% | +$1.95M | 1.5 | |
iShares Core MSCI EAFE ETF IEFA | $34.1M | <0.01 | 459,495 | -2.98% | -$1.05M | 0.74 | |
SPDR Portfolio S&P 600 Small Cap ETF SPSM | $90.6M | <0.01 | 2.11M | +2.49% | +$2.2M | 1.97 | |
iShares U.S. Treasury Bond ETF GOVT | $65.41M | <0.01 | 2.87M | +10.66% | +$6.3M | 1.42 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $62.77M | <0.01 | 1.24M | +1.39% | +$862,476.93 | 1.36 | |
FlexShares US Quality Low Volatility Index Fund QLV | $29.46M | <0.01 | 483,304 | -3.81% | -$1.17M | 0.64 | |
iShares Core S&P 500 ETF IVV | $44.78M | <0.01 | 85,184 | +2.85% | +$1.24M | 0.97 | |
iShares MSCI Emerging Markets ex China ETF EMXC | $29.38M | <0.01 | 510,403 | +4.51% | +$1.27M | 0.64 |