Berkshire Hathaway Inc BRK.B | $32.45M | 5.37 | 77,173 | +0.67% | +$214,465.20 | 1.22 | |
| Okta, Inc. OKTA | $26.26M | 0.15 | 250,958 | -9.09% | -$2.63M | 0.98 | |
| NIKE, Inc. NKE | $52.19M | 0.04 | 555,367 | -0.91% | -$476,855.17 | 1.96 | |
| KLA Corporation KLAC | $11.29M | 0.01 | 16,164 | -0.8% | -$90,817.21 | 0.42 | |
| Union Pacific Corporation UNP | $16.94M | 0.01 | 68,881 | +3.57% | +$584,337.46 | 0.64 | |
| Cigna Corporation CI | $11.57M | 0.01 | 31,849 | +0.66% | +$75,907.40 | 0.43 | |
| Texas Instruments Incorporated TXN | $12.78M | 0.01 | 73,348 | -5.13% | -$690,403.19 | 0.48 | |
| QUALCOMM Incorporated QCOM | $15.08M | 0.01 | 89,094 | -1.34% | -$205,531.65 | 0.57 | |
| Abbott Laboratories ABT | $14.97M | 0.01 | 131,679 | +3.15% | +$457,143.75 | 0.56 | |
| Costco Wholesale Corporation COST | $26.84M | 0.01 | 36,640 | -5.4% | -$1.53M | 1.01 | |
| NVIDIA Corporation NVDA | $149.01M | 0.01 | 164,916 | -0.03% | -$48,792.43 | 5.59 | |
| Thermo Fisher Scientific Inc. TMO | $14.91M | 0.01 | 25,661 | +2.02% | +$295,839.98 | 0.56 | |
| Salesforce, Inc. CRM | $19.92M | 0.01 | 66,132 | +1.45% | +$285,218.75 | 0.75 | |
| Comcast Corporation CMCSA | $12.58M | 0.01 | 290,143 | +0.51% | +$63,724.60 | 0.47 | |
| Microsoft Corporation MSFT | $172.02M | 0.01 | 408,867 | -1.17% | -$2.03M | 6.45 | |
| Wells Fargo & Company WFC | $12.83M | 0.01 | 221,414 | +16.04% | +$1.77M | 0.48 | |
| Accenture plc ACN | $13.18M | 0.01 | 38,033 | +3.31% | +$421,824.37 | 0.49 | |
| The Home Depot, Inc. HD | $18.29M | 0.01 | 47,690 | +2.02% | +$362,891.27 | 0.69 | |
| UnitedHealth Group Incorporated UNH | $17.09M | <0.01 | 34,547 | -19.13% | -$4.04M | 0.64 | |
| Bank of America Corporation BAC | $10.51M | <0.01 | 277,188 | +3.32% | +$337,412.55 | 0.39 | |
| Exxon Mobil Corporation XOM | $20.15M | <0.01 | 173,384 | +10.51% | +$1.92M | 0.76 | |
| JPMorgan Chase & Co. JPM | $21.4M | <0.01 | 106,829 | +4.19% | +$860,492.19 | 0.8 | |
| Oracle Corporation ORCL | $13.31M | <0.01 | 105,943 | +11.17% | +$1.34M | 0.5 | |
| AbbVie Inc. ABBV | $12.3M | <0.01 | 67,551 | +6.39% | +$739,151.04 | 0.46 | |
| Broadcom Inc. AVGO | $18.86M | <0.01 | 14,228 | -2.5% | -$482,471.87 | 0.71 | |
| Mastercard Incorporated MA | $14.01M | <0.01 | 29,090 | +2.7% | +$368,409.43 | 0.53 | |
| Amazon.com, Inc. AMZN | $61.55M | <0.01 | 341,223 | +4.17% | +$2.46M | 2.31 | |
| Eli Lilly and Company LLY | $20.49M | <0.01 | 26,338 | +6.17% | +$1.19M | 0.77 | |
| The Procter & Gamble Company PG | $11.32M | <0.01 | 69,754 | +2.69% | +$296,595.42 | 0.42 | |
| Johnson & Johnson JNJ | $10.71M | <0.01 | 67,672 | +1.66% | +$174,801.20 | 0.4 | |
| Visa Inc. V | $18.7M | <0.01 | 67,014 | +2.14% | +$391,550.70 | 0.7 | |
| Apple Inc. AAPL | $64.12M | <0.01 | 373,893 | -8.28% | -$5.78M | 2.4 | |
| Meta Platforms, Inc. META | $27.67M | <0.01 | 56,981 | +0.2% | +$55,842.12 | 1.04 | |
Alphabet Inc. GOOGL | $36.6M | <0.01 | 242,491 | +4.98% | +$1.74M | 1.37 | |
| Alphabet Inc. GOOG | $12.69M | <0.01 | 83,351 | +6.98% | +$828,303.72 | 0.48 | |
iShares Russell 1000 Growth ETF IWF | $20.34M | <0.01 | 60,333 | +6.91% | +$1.31M | 0.76 | |
iShares Core S&P 500 ETF IVV | $285.59M | <0.01 | 543,232 | +1.18% | +$3.32M | 10.71 | |
Vanguard Short-Term Bond Index Fund BSV | $61.21M | <0.01 | 798,292 | +0.51% | +$309,287.03 | 2.29 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $12.47M | <0.01 | 108,146 | +22.39% | +$2.28M | 0.47 | |
iShares Short-Term National Muni Bond ETF SUB | $11.53M | <0.01 | 110,090 | +4.86% | +$534,332.94 | 0.43 | |
SPDR S&P 500 ETF Trust SPY | $83.38M | <0.01 | 159,403 | +5.6% | +$4.42M | 3.13 | |
Vanguard Emerging Markets Stock Index Fund VWO | $52.33M | <0.01 | 1.25M | +6.58% | +$3.23M | 1.96 | |
iShares MSCI EAFE ETF EFA | $12.35M | <0.01 | 154,671 | -0.18% | -$22,840.10 | 0.46 | |
Invesco QQQ Trust QQQ | $18.52M | <0.01 | 41,706 | -13.24% | -$2.83M | 0.69 | |
iShares Core U.S. Aggregate Bond ETF AGG | $54.89M | <0.01 | 560,466 | +1.35% | +$733,864.97 | 2.06 | |
Vanguard Total Stock Market Index Fund VTI | $13.71M | <0.01 | 52,762 | +6.2% | +$800,765.87 | 0.51 | |
iShares MSCI Emerging Markets ETF EEM | $11.39M | <0.01 | 277,297 | -0.81% | -$92,471.25 | 0.43 | |
Vanguard 500 Index Fund VOO | $45.04M | <0.01 | 93,693 | +2.63% | +$1.15M | 1.69 | |
Vanguard Developed Markets Index Fund VEA | $123.8M | <0.01 | 2.47M | +3.37% | +$4.04M | 4.64 | |
Janus Henderson AAA CLO ETF JAAA | $162.69M | <0.01 | 3.21M | New | +$162.69M | 6.1 |