Berkshire Hathaway Inc BRK.B | $29.14M | 4.82 | 69,291 | -0.18% | -$52,565.00 | 1.26 | |
| Bill.com Holdings, Inc. BILL | $18.01M | 0.25 | 262,111 | +<0.01% | +$412.32 | 0.78 | |
| Apple Inc. AAPL | $54.98M | <0.01 | 320,614 | -0.22% | -$122,095.61 | 2.37 | |
| Microsoft Corporation MSFT | $20.63M | <0.01 | 49,043 | -0.63% | -$131,269.65 | 0.89 | |
| Meta Platforms, Inc. META | $6.48M | <0.01 | 13,355 | +13.93% | +$792,952.15 | 0.28 | |
Berkshire Hathaway Inc BRK.A | $6.34M | <0.01 | 10 | +11.11% | +$634,440.00 | 0.27 | |
| JPMorgan Chase & Co. JPM | $5.95M | <0.01 | 29,728 | +1.09% | +$64,098.84 | 0.26 | |
Alphabet Inc. GOOGL | $12.54M | <0.01 | 83,069 | +0.46% | +$57,655.26 | 0.54 | |
SPDR S&P 500 ETF Trust SPY | $31.08M | <0.01 | 59,413 | -0.06% | -$18,830.88 | 1.34 | |
| Amazon.com, Inc. AMZN | $5.75M | <0.01 | 31,867 | +4.33% | +$238,823.10 | 0.25 | |
iShares Russell 1000 Value ETF IWD | $6.06M | <0.01 | 33,810 | +0.36% | +$22,032.26 | 0.26 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $254.11M | <0.01 | 5.02M | -8.78% | -$24.45M | 10.96 | |
Fidelity Total Bond ETF FBND | $15.51M | <0.01 | 342,410 | +7.41% | +$1.07M | 0.67 | |
Schwab U.S. Large-Cap ETF SCHX | $5.26M | <0.01 | 84,776 | -1.89% | -$101,283.03 | 0.23 | |
iShares Core U.S. Aggregate Bond ETF AGG | $9.14M | <0.01 | 93,287 | +30.83% | +$2.15M | 0.39 | |
iShares Russell 1000 ETF IWB | $19.62M | <0.01 | 68,115 | -0.35% | -$69,128.24 | 0.85 | |
Vanguard FTSE All-World ex-US Small Capital Index Fund VSS | $12.42M | <0.01 | 106,337 | -1.77% | -$223,519.79 | 0.54 | |
iShares MSCI EAFE Value ETF EFV | $65.39M | <0.01 | 1.2M | -1.18% | -$783,468.98 | 2.82 | |
Invesco S&P 500 Equal Weight ETF RSP | $5.78M | <0.01 | 34,122 | -12.49% | -$824,662.51 | 0.25 | |
iShares MSCI Global Min Vol Factor ETF ACWV | $260.1M | <0.01 | 2.47M | -5.63% | -$15.53M | 11.21 | |
iShares Core S&P 500 ETF IVV | $186.08M | <0.01 | 353,939 | +135.19% | +$106.96M | 8.02 | |
Vanguard 500 Index Fund VOO | $72.93M | <0.01 | 151,668 | -0.28% | -$202,436.98 | 3.14 | |
iShares MSCI EAFE Min Vol Factor ETF EFAV | $10.07M | <0.01 | 142,127 | -8.97% | -$992,745.20 | 0.43 | |
iShares MSCI ACWI ETF ACWI | $14.43M | <0.01 | 131,024 | -0.22% | -$32,047.90 | 0.62 | |
IQ Hedge Multi-Strategy Tracker ETF QAI | $7.78M | <0.01 | 251,727 | -12.69% | -$1.13M | 0.34 | |
iShares Core S&P U.S. Value ETF IUSV | $249.17M | <0.01 | 2.76M | +13.53% | +$29.69M | 10.74 | |
Vanguard Dividend Appreciation Index Fund VIG | $175.75M | <0.01 | 962,404 | -1.09% | -$1.94M | 7.58 | |
Dimensional U.S. Small Cap ETF DFAS | $7.43M | <0.01 | 119,264 | -2.07% | -$157,034.44 | 0.32 | |
iShares National Muni Bond ETF MUB | $21.11M | <0.01 | 196,225 | -3.43% | -$750,941.79 | 0.91 | |
iShares Core S&P Mid-Cap ETF IJH | $5.15M | <0.01 | 84,750 | +361.27% | +$4.03M | 0.22 | |
Vanguard Information Technology Index Fund VGT | $11.3M | <0.01 | 21,553 | -1.33% | -$152,058.60 | 0.49 | |
WisdomTree Emerging Markets High Dividend Fund DEM | $21.44M | <0.01 | 512,343 | -7.85% | -$1.83M | 0.92 | |
iShares Core MSCI Emerging Markets ETF IEMG | $51.25M | <0.01 | 993,157 | -6.09% | -$3.32M | 2.21 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $19.12M | <0.01 | 325,969 | +0.88% | +$166,331.51 | 0.82 | |
iShares Core MSCI EAFE ETF IEFA | $32.01M | <0.01 | 431,250 | +15.84% | +$4.38M | 1.38 | |
Vanguard Developed Markets Index Fund VEA | $7.2M | <0.01 | 143,522 | -0.7% | -$50,973.49 | 0.31 | |
Vanguard Small Cap Value Index Fund VBR | $144.51M | <0.01 | 753,095 | +0.31% | +$443,059.71 | 6.23 | |
Vanguard Total Bond Market Index Fund BND | $35.31M | <0.01 | 486,094 | +5.04% | +$1.7M | 1.52 | |
iShares Russell 3000 ETF IWV | $7.93M | <0.01 | 26,437 | -3.51% | -$288,383.13 | 0.34 | |
Financial Select Sector SPDR Fund XLF | $11.75M | <0.01 | 279,046 | 0% | +$0 | 0.51 | |
| Alphabet Inc. GOOG | $6.89M | <0.01 | 45,275 | -0.03% | -$1,979.41 | 0.3 | |
Vanguard Small Cap Index Fund VB | $8.37M | <0.01 | 36,617 | +19.14% | +$1.34M | 0.36 | |
iShares Russell 2000 Value ETF IWN | $14.52M | <0.01 | 91,402 | -3.22% | -$482,791.72 | 0.63 | |
Vanguard Value Index Fund VTV | $14M | <0.01 | 85,974 | -4.96% | -$730,264.26 | 0.6 | |
Schwab Fundamental International Large Company Index ETF FNDF | $6.98M | <0.01 | 196,047 | +1.39% | +$95,435.53 | 0.3 | |
iShares MSCI USA Min Vol Factor ETF USMV | $8.86M | <0.01 | 106,056 | -3.15% | -$287,933.08 | 0.38 | |
iShares Core Growth Allocation ETF AOR | $23.1M | <0.01 | 414,900 | -10.57% | -$2.73M | 1 | |
iShares Russell 2000 ETF IWM | $9.78M | <0.01 | 46,482 | -1.32% | -$131,026.50 | 0.42 | |
Vanguard Total Stock Market Index Fund VTI | $24.04M | <0.01 | 92,503 | +0.08% | +$19,753.36 | 1.04 | |
Schwab Fundamental Emerging Markets Large Company Index ETF FNDE | $20.77M | <0.01 | 748,134 | -18.57% | -$4.73M | 0.9 |