Berkshire Hathaway Inc BRK.B | $28.61M | 4.74 | 68,033 | +0.08% | +$21,867.00 | 0.64 | |
| Arhaus, Inc. ARHS | $10.12M | 0.47 | 657,309 | 0% | +$0 | 0.23 | |
| Wayfair Inc. W | $14.02M | 0.17 | 206,489 | +1.33% | +$184,226.32 | 0.31 | |
| Equifax Inc. EFX | $17.42M | 0.05 | 65,130 | -3.25% | -$585,332.93 | 0.39 | |
| The Coca-Cola Company KO | $33.2M | 0.01 | 542,599 | -2.18% | -$740,829.00 | 0.74 | |
| The Home Depot, Inc. HD | $18.28M | 0.01 | 47,663 | -2.65% | -$496,766.62 | 0.41 | |
| JPMorgan Chase & Co. JPM | $14.39M | <0.01 | 71,829 | +2.9% | +$406,208.78 | 0.32 | |
| Johnson & Johnson JNJ | $9.78M | <0.01 | 61,826 | -5.88% | -$611,562.17 | 0.22 | |
| Costco Wholesale Corporation COST | $8.92M | <0.01 | 12,169 | +0.62% | +$54,949.22 | 0.2 | |
| Amazon.com, Inc. AMZN | $47.06M | <0.01 | 260,867 | +3.47% | +$1.58M | 1.05 | |
| Eli Lilly and Company LLY | $19.86M | <0.01 | 25,527 | +6.48% | +$1.21M | 0.44 | |
| AbbVie Inc. ABBV | $8.78M | <0.01 | 48,209 | +5.68% | +$472,005.79 | 0.2 | |
| Apple Inc. AAPL | $80.73M | <0.01 | 470,790 | -0.1% | -$84,882.58 | 1.81 | |
| The Procter & Gamble Company PG | $9.96M | <0.01 | 61,361 | -4.94% | -$516,928.43 | 0.22 | |
Novo Nordisk A/S NVO | $9.83M | <0.01 | 76,568 | +4.69% | +$440,285.16 | 0.22 | |
| NVIDIA Corporation NVDA | $51.42M | <0.01 | 56,907 | +1.89% | +$953,243.57 | 1.15 | |
| Exxon Mobil Corporation XOM | $9.42M | <0.01 | 81,033 | +5.47% | +$488,554.75 | 0.21 | |
| Walmart Inc. WMT | $8.55M | <0.01 | 142,139 | +202.04% | +$5.72M | 0.19 | |
| Microsoft Corporation MSFT | $74.21M | <0.01 | 176,382 | +2.51% | +$1.82M | 1.66 | |
| Visa Inc. V | $10.92M | <0.01 | 39,140 | +2.31% | +$246,707.01 | 0.24 | |
| Broadcom Inc. AVGO | $9.79M | <0.01 | 7,390 | +0.69% | +$67,593.68 | 0.22 | |
| Meta Platforms, Inc. META | $25.7M | <0.01 | 52,920 | +2.4% | +$601,633.07 | 0.58 | |
| Mastercard Incorporated MA | $10.15M | <0.01 | 21,077 | +6.55% | +$623,622.41 | 0.23 | |
| UnitedHealth Group Incorporated UNH | $10.03M | <0.01 | 20,275 | -5.21% | -$551,098.52 | 0.22 | |
| Tesla, Inc. TSLA | $8.71M | <0.01 | 49,563 | -7.16% | -$671,868.40 | 0.2 | |
Alphabet Inc. GOOGL | $31.36M | <0.01 | 207,795 | +3.58% | +$1.08M | 0.7 | |
| Alphabet Inc. GOOG | $9.41M | <0.01 | 61,816 | +2.1% | +$193,675.38 | 0.21 | |
Vanguard Total Stock Market Index Fund VTI | $14.28M | <0.01 | 54,945 | +1.39% | +$195,183.85 | 0.32 | |
iShares S&P 100 ETF OEF | $43.14M | <0.01 | 174,364 | -1.53% | -$670,480.74 | 0.97 | |
iShares MSCI USA Value Factor ETF VLUE | $9.14M | <0.01 | 84,379 | -2.61% | -$245,214.98 | 0.21 | |
iShares Russell 1000 Growth ETF IWF | $542.6M | <0.01 | 1.61M | +0.64% | +$3.44M | 12.14 | |
Vanguard Dividend Appreciation Index Fund VIG | $342.51M | <0.01 | 1.88M | +0.95% | +$3.24M | 7.67 | |
iShares Core S&P 500 ETF IVV | $27.32M | <0.01 | 51,975 | -5.34% | -$1.54M | 0.61 | |
Vanguard Developed Markets Index Fund VEA | $59.85M | <0.01 | 1.19M | -1.43% | -$868,743.71 | 1.34 | |
iShares National Muni Bond ETF MUB | $146.61M | <0.01 | 1.36M | +1.46% | +$2.11M | 3.28 | |
iShares Core S&P U.S. Value ETF IUSV | $383.72M | <0.01 | 4.24M | +0.59% | +$2.24M | 8.59 | |
Vanguard Small Cap Index Fund VB | $326.71M | <0.01 | 1.43M | +82.44% | +$147.63M | 7.31 | |
Vanguard Total Bond Market Index Fund BND | $53.21M | <0.01 | 732,603 | +2.53% | +$1.31M | 1.19 | |
| Inhibrx, Inc. INBX | $26.5M | <0.01 | 758 | 0% | +$0 | 0.59 | |
iShares Core MSCI Emerging Markets ETF IEMG | $37.58M | <0.01 | 728,375 | -6.15% | -$2.46M | 0.84 | |
Vanguard Total Intl Stock Idx Fund VXUS | $172.73M | <0.01 | 2.86M | +419.22% | +$139.46M | 3.87 | |
ProShares Ultra Real Estate URE | $8.12M | <0.01 | 5,072 | -13.37% | -$1.25M | 0.18 | |
iShares Core MSCI EAFE ETF IEFA | $218.3M | <0.01 | 2.94M | +3.78% | +$7.95M | 4.89 | |
Vanguard Emerging Markets Stock Index Fund VWO | $146.96M | <0.01 | 3.52M | +3.09% | +$4.4M | 3.29 | |
iShares Ultra Short-Term Bond ETF ICSH | $25.01M | <0.01 | 494,756 | -91.3% | -$262.64M | 0.56 | |
Vanguard Large Cap Index Fund VV | $112.16M | <0.01 | 467,799 | -1.76% | -$2.01M | 2.51 | |
Vanguard Growth Index Fund VUG | $59.29M | <0.01 | 172,246 | -1.32% | -$792,348.28 | 1.33 | |
SPDR S&P 500 ETF Trust SPY | $33.73M | <0.01 | 64,483 | +7.76% | +$2.43M | 0.76 | |
JPMorgan Ultra-Short Income ETF JPST | $86.1M | <0.01 | 1.71M | +4.55% | +$3.75M | 1.93 | |
Vanguard Value Index Fund VTV | $58.92M | <0.01 | 361,769 | -0.16% | -$92,830.24 | 1.32 |