Berkshire Hathaway Inc BRK.B | $22.69M | 3.76 | 53,966 | +101.43% | +$11.43M | 0.75 | |
| AbbVie Inc. ABBV | $22.67M | 0.01 | 124,500 | +60.95% | +$8.59M | 0.75 | |
| Apple Inc. AAPL | $133.63M | 0.01 | 779,271 | +184.89% | +$86.72M | 4.44 | |
| Costco Wholesale Corporation COST | $12.97M | <0.01 | 17,698 | +88.42% | +$6.08M | 0.43 | |
| Advanced Micro Devices, Inc. AMD | $11.61M | <0.01 | 64,304 | +396.21% | +$9.27M | 0.39 | |
| Exxon Mobil Corporation XOM | $14.12M | <0.01 | 121,493 | +157.4% | +$8.64M | 0.47 | |
| The Home Depot, Inc. HD | $13.02M | <0.01 | 33,936 | +104% | +$6.64M | 0.43 | |
| Amazon.com, Inc. AMZN | $65.67M | <0.01 | 364,042 | +155.68% | +$39.98M | 2.18 | |
| JPMorgan Chase & Co. JPM | $15.08M | <0.01 | 75,270 | +122.83% | +$8.31M | 0.5 | |
| Johnson & Johnson JNJ | $10.63M | <0.01 | 67,191 | +142.34% | +$6.24M | 0.35 | |
| The Procter & Gamble Company PG | $12.04M | <0.01 | 74,200 | +148.35% | +$7.19M | 0.4 | |
| NVIDIA Corporation NVDA | $64.2M | <0.01 | 71,055 | +88.08% | +$30.07M | 2.13 | |
| Eli Lilly and Company LLY | $16.04M | <0.01 | 20,611 | +50.28% | +$5.37M | 0.53 | |
| Visa Inc. V | $12.54M | <0.01 | 44,944 | +165.55% | +$7.82M | 0.42 | |
| Microsoft Corporation MSFT | $73.85M | <0.01 | 175,533 | +111.38% | +$38.91M | 2.45 | |
| Meta Platforms, Inc. META | $16.02M | <0.01 | 32,984 | +112.58% | +$8.48M | 0.53 | |
Alphabet Inc. GOOGL | $16.54M | <0.01 | 109,609 | +59.38% | +$6.16M | 0.55 | |
| Alphabet Inc. GOOG | $24.77M | <0.01 | 162,714 | +206.34% | +$16.69M | 0.82 | |
iShares Global 100 ETF IOO | $15.06M | <0.01 | 168,406 | +126.18% | +$8.4M | 0.5 | |
iShares 1-3 Year Treasury Bond ETF SHY | $15.87M | <0.01 | 194,076 | +206.53% | +$10.69M | 0.53 | |
Pacer US Cash Cows 100 ETF COWZ | $35M | <0.01 | 602,313 | +138.78% | +$20.34M | 1.16 | |
iShares Core S&P Small-Cap ETF IJR | $20.54M | <0.01 | 185,885 | +92.41% | +$9.87M | 0.68 | |
Schwab U.S. Large-Cap ETF SCHX | $11.25M | <0.01 | 181,288 | +417.69% | +$9.08M | 0.37 | |
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD | $35.69M | <0.01 | 327,706 | +150.78% | +$21.46M | 1.19 | |
Technology Select Sector SPDR Fund XLK | $11.94M | <0.01 | 57,340 | +59.3% | +$4.45M | 0.4 | |
iShares Core S&P Mid-Cap ETF IJH | $25.85M | <0.01 | 425,537 | +1,052.22% | +$23.6M | 0.86 | |
Schwab U.S. Dividend Equity ETF SCHD | $30.76M | <0.01 | 381,547 | +138.47% | +$17.86M | 1.02 | |
Vanguard Value Index Fund VTV | $11.02M | <0.01 | 67,658 | +98.47% | +$5.47M | 0.37 | |
Invesco S&P 500 Equal Weight ETF RSP | $14.13M | <0.01 | 83,399 | +234.77% | +$9.91M | 0.47 | |
Vanguard Total Stock Market Index Fund VTI | $12.91M | <0.01 | 49,670 | +113.43% | +$6.86M | 0.43 | |
iShares MSCI USA Quality Factor ETF QUAL | $11.56M | <0.01 | 70,353 | +90.69% | +$5.5M | 0.38 | |
Vanguard 500 Index Fund VOO | $44.03M | <0.01 | 91,603 | +144.03% | +$25.99M | 1.46 | |
Invesco QQQ Trust QQQ | $74.62M | <0.01 | 168,052 | +98.88% | +$37.1M | 2.48 | |
iShares Core U.S. Aggregate Bond ETF AGG | $16.26M | <0.01 | 165,977 | +107.31% | +$8.41M | 0.54 | |
JPMorgan Equity Premium Income ETF JEPI | $15.52M | <0.01 | 268,252 | +149.75% | +$9.31M | 0.52 | |
SPDR Gold Shares GLD | $18.78M | <0.01 | 91,290 | +98.69% | +$9.33M | 0.62 | |
iShares Russell 2000 ETF IWM | $14.03M | <0.01 | 66,712 | +249.79% | +$10.02M | 0.47 | |
iShares MSCI USA Min Vol Factor ETF USMV | $13.35M | <0.01 | 159,730 | +133.51% | +$7.63M | 0.44 | |
iShares Floating Rate Bond ETF FLOT | $18.94M | <0.01 | 371,010 | +118.97% | +$10.29M | 0.63 | |
iShares S&P 500 Growth ETF IVW | $46.85M | <0.01 | 554,831 | +151.4% | +$28.21M | 1.56 | |
iShares Broad USD Investment Grade Corporate Bond ETF USIG | $11.22M | <0.01 | 221,064 | +160.49% | +$6.91M | 0.37 | |
First Trust TCW Opportunistic Fixed Income ETF FIXD | $14.65M | <0.01 | 336,084 | +200.49% | +$9.78M | 0.49 | |
iShares National Muni Bond ETF MUB | $14.66M | <0.01 | 136,243 | +100.55% | +$7.35M | 0.49 | |
iShares Core S&P 500 ETF IVV | $177.78M | <0.01 | 338,152 | +125.31% | +$98.87M | 5.9 | |
iShares 20+ Year Treasury Bond ETF TLT | $10.79M | <0.01 | 114,018 | +565.49% | +$9.17M | 0.36 | |
FT Cboe Vest U.S. Equity Buffer ETF - December FDEC | $22.25M | <0.01 | 539,937 | +48.01% | +$7.22M | 0.74 | |
iShares S&P 500 Value ETF IVE | $22.13M | <0.01 | 118,437 | +149.45% | +$13.26M | 0.74 | |
SPDR S&P 500 ETF Trust SPY | $50.12M | <0.01 | 95,818 | +132.52% | +$28.56M | 1.66 | |
iShares Core Dividend Growth ETF DGRO | $50.19M | <0.01 | 864,481 | +127.13% | +$28.09M | 1.67 | |
VanEck Morningstar Wide Moat ETF MOAT | $21.81M | <0.01 | 242,556 | +97.95% | +$10.79M | 0.72 |