Berkshire Hathaway Inc BRK.B | $152.77M | 25.5 | 366,412 | -57.42% | -$206.04M | 1.7 | |
| CarMax, Inc. KMX | $127.98M | 0.94 | 1.47M | -45.85% | -$108.37M | 1.42 | |
Check Point Software Technologies Ltd. CHKP | $79.44M | 0.43 | 483,932 | -50.14% | -$79.89M | 0.88 | |
| Lamar Advertising Company LAMR | $50.2M | 0.41 | 422,788 | -53.73% | -$58.3M | 0.56 | |
| IQVIA Holdings Inc. IQV | $153.46M | 0.33 | 607,610 | -50.68% | -$157.68M | 1.7 | |
| Omnicom Group Inc. OMC | $54M | 0.29 | 567,481 | -52.69% | -$60.15M | 0.6 | |
Cencora COR | $86.61M | 0.18 | 354,020 | -83.83% | -$449.01M | 0.96 | |
| Booking Holdings Inc. BKNG | $201.99M | 0.16 | 54,986 | -51.59% | -$215.21M | 2.24 | |
| Air Products and Chemicals, Inc. APD | $80.49M | 0.15 | 331,092 | -51.6% | -$85.81M | 0.89 | |
| The Charles Schwab Corporation SCHW | $183.97M | 0.14 | 2.54M | -45.82% | -$155.59M | 2.04 | |
| Autodesk, Inc. ADSK | $64.24M | 0.12 | 246,143 | -49.89% | -$63.96M | 0.71 | |
Elevance Health Inc. ELV | $131.29M | 0.11 | 252,496 | -50.54% | -$134.14M | 1.46 | |
| Starbucks Corporation SBUX | $96.28M | 0.09 | 1.05M | -28.81% | -$38.96M | 1.07 | |
Diageo plc DEO | $74.43M | 0.09 | 498,117 | New | +$74.43M | 0.83 | |
| Enbridge Inc. ENB | $61.68M | 0.08 | 1.71M | -52.81% | -$69.02M | 0.68 | |
| Comcast Corporation CMCSA | $112.39M | 0.07 | 2.61M | -49.29% | -$109.25M | 1.25 | |
Fiserv, Inc. FI | $60.76M | 0.07 | 381,355 | -83.47% | -$306.91M | 0.67 | |
| Medtronic plc MDT | $70.18M | 0.06 | 807,427 | -47.95% | -$64.66M | 0.78 | |
| CVS Health Corporation CVS | $58.64M | 0.06 | 738,234 | -50.2% | -$59.1M | 0.65 | |
| Philip Morris International Inc. PM | $80.42M | 0.06 | 872,010 | -51.79% | -$86.4M | 0.89 | |
| Wells Fargo & Company WFC | $107.1M | 0.05 | 1.86M | -51.51% | -$113.75M | 1.19 | |
| QUALCOMM Incorporated QCOM | $92.83M | 0.05 | 548,853 | -50.17% | -$93.47M | 1.03 | |
| The Walt Disney Company DIS | $92.48M | 0.04 | 764,425 | -49.56% | -$90.85M | 1.03 | |
| Mastercard Incorporated MA | $121.11M | 0.03 | 253,396 | -57.33% | -$162.69M | 1.34 | |
| Adobe Inc. ADBE | $54.43M | 0.02 | 107,917 | -51.64% | -$58.13M | 0.6 | |
| Visa Inc. V | $136.54M | 0.02 | 489,372 | -50.84% | -$141.19M | 1.52 | |
| Oracle Corporation ORCL | $76.85M | 0.02 | 613,517 | -50.19% | -$77.43M | 0.85 | |
| JPMorgan Chase & Co. JPM | $116.15M | 0.02 | 582,134 | -52.08% | -$126.23M | 1.29 | |
| Meta Platforms, Inc. META | $246.34M | 0.02 | 498,799 | -56.01% | -$313.68M | 2.73 | |
Taiwan Semiconductor Manufacturing Company Limited TSM | $123.09M | 0.02 | 900,508 | -52.9% | -$138.22M | 1.37 | |
| Exxon Mobil Corporation XOM | $76.85M | 0.02 | 668,442 | -46.02% | -$65.51M | 0.85 | |
| UnitedHealth Group Incorporated UNH | $53.31M | 0.01 | 108,105 | -51.16% | -$55.84M | 0.59 | |
| Amazon.com, Inc. AMZN | $165.58M | 0.01 | 920,775 | -50.29% | -$167.53M | 1.84 | |
Alphabet Inc. GOOGL | $176.31M | 0.01 | 1.17M | -51.05% | -$183.9M | 1.96 | |
| Microsoft Corporation MSFT | $206.95M | 0.01 | 491,073 | -55.69% | -$260.09M | 2.3 | |
| Alphabet Inc. GOOG | $81.1M | <0.01 | 533,783 | -59.44% | -$118.86M | 0.9 | |
Vanguard Value Index Fund VTV | $70.32M | <0.01 | 433,090 | -58.46% | -$98.95M | 0.78 | |
Vanguard Total Stock Market Index Fund VTI | $879.51M | <0.01 | 3.39M | -48.46% | -$827.08M | 9.76 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $64.89M | <0.01 | 1.28M | -50.42% | -$66M | 0.72 | |
Vanguard Mid Cap Index Fund VO | $92.1M | <0.01 | 369,447 | -72.76% | -$246.02M | 1.02 | |
iShares Core S&P 500 ETF IVV | $76.3M | <0.01 | 145,134 | -49.05% | -$73.47M | 0.85 | |
Vanguard Mortgage-Backed Securities Index Fund VMBS | $133.61M | <0.01 | 2.92M | -44.82% | -$108.53M | 1.48 | |
Vanguard Intermediate-Term Treasury Index Fund VGIT | $120.54M | <0.01 | 2.06M | -49.05% | -$116.03M | 1.34 | |
Vanguard Developed Markets Index Fund VEA | $332.67M | <0.01 | 6.62M | -47.74% | -$303.93M | 3.69 | |
Vanguard Short-Term Bond Index Fund BSV | $135.29M | <0.01 | 1.76M | -53.3% | -$154.4M | 1.5 | |
VanEck Morningstar Wide Moat ETF MOAT | $64.74M | <0.01 | 723,941 | New | +$64.74M | 0.72 | |
Vanguard Total Bond Market Index Fund BND | $674.7M | <0.01 | 9.28M | -48.16% | -$626.85M | 7.49 | |
Vanguard Emerging Markets Government Bond Index Fund VWOB | $50.34M | <0.01 | 784,951 | -43.65% | -$39M | 0.56 | |
Vanguard Emerging Markets Stock Index Fund VWO | $119.83M | <0.01 | 2.88M | -29.52% | -$50.18M | 1.33 | |
SPDR Portfolio S&P 600 Small Cap ETF SPSM | $53.01M | <0.01 | 1.24M | -4.51% | -$2.51M | 0.59 |