Berkshire Hathaway Inc BRK.B | $390.4M | 64.61 | 928,378 | +54.5% | +$137.72M | 9.12 | |
| Jacobs Engineering Group Inc. J | $29.24M | 0.15 | 190,196 | -0.56% | -$165,874.85 | 0.68 | |
| Fifth Third Bancorp FITB | $25.64M | 0.1 | 689,081 | -7.18% | -$1.98M | 0.6 | |
| FedEx Corporation FDX | $39.71M | 0.06 | 137,046 | +2.66% | +$1.03M | 0.93 | |
| TE Connectivity Ltd. TEL | $23.12M | 0.05 | 159,217 | +0.44% | +$102,105.09 | 0.54 | |
| Lowe's Companies, Inc. LOW | $42.9M | 0.03 | 168,401 | +0.4% | +$170,416.58 | 1 | |
| Thermo Fisher Scientific Inc. TMO | $53.06M | 0.02 | 91,296 | -0.33% | -$176,690.01 | 1.24 | |
| Raytheon Technologies Corporation RTX | $29.01M | 0.02 | 297,489 | +4.09% | +$1.14M | 0.68 | |
| Union Pacific Corporation UNP | $32.8M | 0.02 | 133,353 | +0.34% | +$110,176.78 | 0.77 | |
| Caterpillar Inc. CAT | $36.1M | 0.02 | 98,527 | +2.9% | +$1.02M | 0.84 | |
| PepsiCo, Inc. PEP | $37.57M | 0.02 | 214,655 | +7.7% | +$2.68M | 0.88 | |
| Accenture plc ACN | $34.79M | 0.02 | 100,369 | +1.47% | +$505,430.10 | 0.81 | |
| Linde plc LIN | $30.56M | 0.01 | 65,821 | +0.45% | +$135,583.37 | 0.71 | |
| The Walt Disney Company DIS | $27.64M | 0.01 | 225,859 | +8.44% | +$2.15M | 0.65 | |
| Chevron Corporation CVX | $31.2M | 0.01 | 197,822 | +4.11% | +$1.23M | 0.73 | |
| Costco Wholesale Corporation COST | $35.57M | 0.01 | 48,545 | +9.3% | +$3.03M | 0.83 | |
| JPMorgan Chase & Co. JPM | $65.77M | 0.01 | 328,343 | +9.41% | +$5.66M | 1.54 | |
| Bank of America Corporation BAC | $32.72M | 0.01 | 862,892 | +14.65% | +$4.18M | 0.76 | |
| AbbVie Inc. ABBV | $32.82M | 0.01 | 180,225 | +24.37% | +$6.43M | 0.77 | |
| Salesforce, Inc. CRM | $27.56M | 0.01 | 91,499 | +1.75% | +$472,551.41 | 0.64 | |
| Apple Inc. AAPL | $193.76M | 0.01 | 1.13M | +0.3% | +$586,641.43 | 4.52 | |
| Mastercard Incorporated MA | $27.07M | 0.01 | 56,204 | +17.32% | +$4M | 0.63 | |
| UnitedHealth Group Incorporated UNH | $24.06M | 0.01 | 48,626 | +1.71% | +$404,206.21 | 0.56 | |
| Alphabet Inc. GOOG | $88.52M | 0.01 | 581,366 | +60.62% | +$33.41M | 2.07 | |
| Broadcom Inc. AVGO | $32.09M | 0.01 | 24,214 | +5.83% | +$1.77M | 0.75 | |
| Amazon.com, Inc. AMZN | $74.18M | <0.01 | 411,253 | +26.46% | +$15.52M | 1.73 | |
| Microsoft Corporation MSFT | $124.14M | <0.01 | 295,057 | +7.95% | +$9.15M | 2.9 | |
Alphabet Inc. GOOGL | $62.56M | <0.01 | 414,490 | +4.3% | +$2.58M | 1.46 | |
iShares Core Growth Allocation ETF AOR | $34.49M | <0.01 | 619,549 | -37.88% | -$21.03M | 0.81 | |
iShares Russell 1000 Value ETF IWD | $37.64M | <0.01 | 210,170 | +5.33% | +$1.9M | 0.88 | |
Vanguard Value Index Fund VTV | $31.98M | <0.01 | 196,337 | +19.39% | +$5.19M | 0.75 | |
iShares Core S&P 500 ETF IVV | $116.25M | <0.01 | 221,090 | +26.45% | +$24.32M | 2.72 | |
Vanguard 500 Index Fund VOO | $91.77M | <0.01 | 190,897 | +5.36% | +$4.67M | 2.14 | |
iShares MSCI EAFE ETF EFA | $28.86M | <0.01 | 361,332 | +3.55% | +$989,453.66 | 0.67 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $112.38M | <0.01 | 974,682 | +6.03% | +$6.39M | 2.62 | |
Vanguard Dividend Appreciation Index Fund VIG | $31.81M | <0.01 | 174,199 | +12.46% | +$3.52M | 0.74 | |
VanEck Morningstar Wide Moat ETF MOAT | $225.52M | <0.01 | 2.51M | +11.19% | +$22.69M | 5.27 | |
iShares Core S&P Small-Cap ETF IJR | $145.48M | <0.01 | 1.32M | +24.1% | +$28.25M | 3.4 | |
Vanguard Developed Markets Index Fund VEA | $30.48M | <0.01 | 607,519 | +2.98% | +$882,642.14 | 0.71 | |
iShares S&P Mid-Cap 400 Value ETF IJJ | $26.24M | <0.01 | 221,843 | +7.49% | +$1.83M | 0.61 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $23.25M | <0.01 | 300,678 | +2.35% | +$534,669.06 | 0.54 | |
iShares Core S&P Mid-Cap ETF IJH | $28.11M | <0.01 | 462,855 | +411.38% | +$22.62M | 0.66 | |
iShares Core MSCI EAFE ETF IEFA | $22.76M | <0.01 | 306,659 | +11.89% | +$2.42M | 0.53 | |
Vanguard High Dividend Yield Index Fund VYM | $66.49M | <0.01 | 549,543 | +5.16% | +$3.26M | 1.55 | |
iShares Russell Mid-Cap ETF IWR | $38.87M | <0.01 | 462,297 | +7.97% | +$2.87M | 0.91 | |
Vanguard Total Intl Stock Idx Fund VXUS | $40.84M | <0.01 | 677,324 | +8.46% | +$3.19M | 0.95 | |
SPDR Gold Shares GLD | $49.55M | <0.01 | 240,879 | +29.19% | +$11.2M | 1.16 | |
SPDR S&P 500 ETF Trust SPY | $73.76M | <0.01 | 141,016 | +5.17% | +$3.63M | 1.72 | |
iShares Russell 1000 Growth ETF IWF | $67.13M | <0.01 | 199,166 | +12.59% | +$7.5M | 1.57 | |
Vanguard Growth Index Fund VUG | $26.22M | <0.01 | 76,159 | +9.27% | +$2.22M | 0.61 |