Berkshire Hathaway Inc BRK.B | $106.22M | 17.58 | 252,588 | +0.66% | +$697,641.82 | 0.9 | |
| Starbucks Corporation SBUX | $64.34M | 0.06 | 703,968 | -0.12% | -$76,493.42 | 0.54 | |
| S&P Global Inc. SPGI | $54.76M | 0.04 | 128,713 | +1.54% | +$828,349.96 | 0.46 | |
| QUALCOMM Incorporated QCOM | $67.6M | 0.04 | 399,301 | -2.43% | -$1.69M | 0.57 | |
| PepsiCo, Inc. PEP | $75.99M | 0.03 | 434,212 | +44.94% | +$23.56M | 0.64 | |
| Accenture plc ACN | $74.44M | 0.03 | 214,776 | -9.48% | -$7.8M | 0.63 | |
| Adobe Inc. ADBE | $65.83M | 0.03 | 130,465 | -2.41% | -$1.62M | 0.56 | |
| Costco Wholesale Corporation COST | $89.59M | 0.03 | 122,290 | -8.56% | -$8.39M | 0.76 | |
| The Home Depot, Inc. HD | $90.82M | 0.02 | 236,756 | -6.2% | -$6M | 0.77 | |
| Visa Inc. V | $106.98M | 0.02 | 383,346 | -4.63% | -$5.19M | 0.91 | |
| JPMorgan Chase & Co. JPM | $89.7M | 0.02 | 447,841 | -7.72% | -$7.51M | 0.76 | |
| The Procter & Gamble Company PG | $55.37M | 0.01 | 341,262 | -2.87% | -$1.64M | 0.47 | |
Novo Nordisk A/S NVO | $61.78M | 0.01 | 481,122 | -11.32% | -$7.88M | 0.52 | |
| Apple Inc. AAPL | $298.29M | 0.01 | 1.74M | -3.4% | -$10.5M | 2.52 | |
| Microsoft Corporation MSFT | $281.75M | 0.01 | 669,683 | -5.32% | -$15.83M | 2.38 | |
| NVIDIA Corporation NVDA | $148.67M | 0.01 | 164,533 | -5.37% | -$8.43M | 1.26 | |
| Meta Platforms, Inc. META | $79.91M | 0.01 | 164,566 | -4.02% | -$3.35M | 0.68 | |
| Amazon.com, Inc. AMZN | $98.28M | 0.01 | 544,849 | -4.45% | -$4.58M | 0.83 | |
Alphabet Inc. GOOGL | $98.76M | 0.01 | 654,373 | -10.76% | -$11.91M | 0.84 | |
| Alphabet Inc. GOOG | $95.64M | 0.01 | 628,104 | -3.94% | -$3.93M | 0.81 | |
iShares S&P 500 Value ETF IVE | $69.37M | <0.01 | 371,351 | +331.7% | +$53.3M | 0.59 | |
iShares MSCI EAFE Value ETF EFV | $52.56M | <0.01 | 966,265 | -35.29% | -$28.66M | 0.45 | |
iShares Core Total USD Bond Market ETF IUSB | $246.39M | <0.01 | 5.4M | +25.48% | +$50.03M | 2.08 | |
iShares MSCI EAFE Growth ETF EFG | $51.59M | <0.01 | 497,070 | +2.29% | +$1.16M | 0.44 | |
iShares National Muni Bond ETF MUB | $66.46M | <0.01 | 617,697 | -2.51% | -$1.71M | 0.56 | |
iShares Core S&P Small-Cap ETF IJR | $123.82M | <0.01 | 1.12M | +2.71% | +$3.26M | 1.05 | |
Schwab U.S. Large-Cap ETF SCHX | $50.5M | <0.01 | 813,694 | -8.14% | -$4.48M | 0.43 | |
Xtrackers MSCI EAFE Hedged Equity ETF DBEF | $111.88M | <0.01 | 2.73M | -5.21% | -$6.14M | 0.95 | |
iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB | $101.56M | <0.01 | 1.97M | -3.77% | -$3.98M | 0.86 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $56.83M | <0.01 | 612,920 | -2.73% | -$1.59M | 0.48 | |
iShares Core MSCI Emerging Markets ETF IEMG | $120.65M | <0.01 | 2.34M | -16.45% | -$23.75M | 1.02 | |
Schwab International Equity ETF SCHF | $55.56M | <0.01 | 1.42M | -8.21% | -$4.97M | 0.47 | |
Vanguard Short-Term Bond Index Fund BSV | $405.22M | <0.01 | 5.29M | -1.81% | -$7.46M | 3.43 | |
iShares MBS ETF MBB | $141.36M | <0.01 | 1.53M | -1.11% | -$1.58M | 1.2 | |
Vanguard Growth Index Fund VUG | $192.28M | <0.01 | 558,634 | -6.88% | -$14.21M | 1.63 | |
iShares Core MSCI EAFE ETF IEFA | $325.9M | <0.01 | 4.39M | -4.61% | -$15.75M | 2.76 | |
Vanguard Value Index Fund VTV | $220.88M | <0.01 | 1.36M | -4.7% | -$10.9M | 1.87 | |
iShares Currency Hedged MSCI EAFE ETF HEFA | $182.32M | <0.01 | 5.23M | +12.28% | +$19.94M | 1.54 | |
iShares MSCI USA Quality Factor ETF QUAL | $95.95M | <0.01 | 583,833 | -6.39% | -$6.55M | 0.81 | |
Vanguard Intermediate-Term Bond Index Fund BIV | $194.38M | <0.01 | 2.58M | +0.21% | +$399,318.45 | 1.64 | |
SPDR Bloomberg High Yield Bond ETF JNK | $111.42M | <0.01 | 1.17M | -1.83% | -$2.08M | 0.94 | |
Vanguard 500 Index Fund VOO | $902.66M | <0.01 | 1.88M | -7.1% | -$68.96M | 7.64 | |
iShares U.S. Technology ETF IYW | $57.9M | <0.01 | 428,675 | -2.71% | -$1.61M | 0.49 | |
Vanguard Global ex-U.S. Real Estate Index Fund VNQI | $57.8M | <0.01 | 1.37M | -2.39% | -$1.41M | 0.49 | |
iShares U.S. Treasury Bond ETF GOVT | $176.56M | <0.01 | 7.75M | -1.6% | -$2.87M | 1.49 | |
iShares Core U.S. Aggregate Bond ETF AGG | $65.39M | <0.01 | 667,646 | +0.94% | +$611,831.24 | 0.55 | |
iShares S&P 500 Growth ETF IVW | $88.11M | <0.01 | 1.04M | +78.31% | +$38.7M | 0.75 | |
Vanguard Real Estate Index Fund VNQ | $76.87M | <0.01 | 888,894 | -3.48% | -$2.77M | 0.65 | |
iShares Core S&P 500 ETF IVV | $629.29M | <0.01 | 1.2M | -20.55% | -$162.82M | 5.32 | |
Vanguard Small Cap Value Index Fund VBR | $84.42M | <0.01 | 439,969 | -4.55% | -$4.03M | 0.71 |