Berkshire Hathaway Inc BRK.B | $22.55M | 3.73 | 53,629 | +22.55% | +$4.15M | 0.82 | |
| Coca-Cola Consolidated, Inc. COKE | $123.91M | 1.56 | 146,399 | -0.31% | -$390,195.01 | 4.48 | |
| Agenus Inc. AGEN | $33.79M | 0.28 | 58,252 | 0% | +$0 | 1.22 | |
| AutoZone, Inc. AZO | $19.13M | 0.04 | 6,071 | +8.06% | +$1.43M | 0.69 | |
Cencora COR | $11.71M | 0.02 | 48,209 | +2.99% | +$340,428.96 | 0.42 | |
| HCA Healthcare, Inc. HCA | $14.44M | 0.02 | 43,288 | -0.19% | -$27,682.99 | 0.52 | |
| DexCom, Inc. DXCM | $8.21M | 0.02 | 59,224 | +0.15% | +$12,483.00 | 0.3 | |
| The Coca-Cola Company KO | $33.32M | 0.01 | 544,670 | -3.42% | -$1.18M | 1.21 | |
| FedEx Corporation FDX | $8.92M | 0.01 | 30,772 | -1.01% | -$91,268.55 | 0.32 | |
| Chubb Limited CB | $11.34M | 0.01 | 43,762 | +10.31% | +$1.06M | 0.41 | |
Fiserv, Inc. FI | $9.23M | 0.01 | 57,748 | +25.89% | +$1.9M | 0.33 | |
| American Express Company AXP | $14.08M | 0.01 | 61,825 | -13.22% | -$2.14M | 0.51 | |
Elevance Health Inc. ELV | $11.28M | 0.01 | 21,744 | +6.61% | +$698,991.87 | 0.41 | |
| ServiceNow, Inc. NOW | $14.64M | 0.01 | 19,196 | +13.1% | +$1.7M | 0.53 | |
| Lowe's Companies, Inc. LOW | $10.35M | 0.01 | 40,644 | +5.31% | +$522,196.44 | 0.37 | |
| Amgen Inc. AMGN | $10.51M | 0.01 | 36,949 | -1.98% | -$212,102.71 | 0.38 | |
| QUALCOMM Incorporated QCOM | $11.02M | 0.01 | 65,098 | +30.86% | +$2.6M | 0.4 | |
| Merck & Co., Inc. MRK | $16.56M | 0.01 | 125,520 | -4.79% | -$832,472.50 | 0.6 | |
| The Home Depot, Inc. HD | $20.03M | 0.01 | 52,227 | +28.88% | +$4.49M | 0.73 | |
| UnitedHealth Group Incorporated UNH | $22.15M | 0.01 | 44,775 | +2.33% | +$505,099.95 | 0.8 | |
| PepsiCo, Inc. PEP | $12.9M | 0.01 | 73,686 | +31.14% | +$3.06M | 0.47 | |
| Johnson & Johnson JNJ | $15.28M | <0.01 | 96,569 | -22.14% | -$4.35M | 0.55 | |
| Apple Inc. AAPL | $83.85M | <0.01 | 489,005 | +1.55% | +$1.28M | 3.03 | |
| Visa Inc. V | $19.47M | <0.01 | 69,754 | +11.34% | +$1.98M | 0.7 | |
| Mastercard Incorporated MA | $14.26M | <0.01 | 29,620 | +19.24% | +$2.3M | 0.52 | |
| The Procter & Gamble Company PG | $12.1M | <0.01 | 74,589 | -6.17% | -$796,008.42 | 0.44 | |
| Broadcom Inc. AVGO | $20.93M | <0.01 | 15,791 | -4.55% | -$996,708.26 | 0.76 | |
| Meta Platforms, Inc. META | $27.95M | <0.01 | 57,567 | +6.1% | +$1.61M | 1.01 | |
Alphabet Inc. GOOGL | $29.52M | <0.01 | 195,594 | +10.4% | +$2.78M | 1.07 | |
| Exxon Mobil Corporation XOM | $10.37M | <0.01 | 89,247 | -1.97% | -$208,884.08 | 0.38 | |
| JPMorgan Chase & Co. JPM | $11.67M | <0.01 | 58,258 | -27.06% | -$4.33M | 0.42 | |
| NVIDIA Corporation NVDA | $50.52M | <0.01 | 55,908 | +17.26% | +$7.44M | 1.83 | |
| Amazon.com, Inc. AMZN | $43.12M | <0.01 | 239,052 | +10.29% | +$4.02M | 1.56 | |
| Microsoft Corporation MSFT | $75.61M | <0.01 | 179,724 | +4.3% | +$3.12M | 2.74 | |
| Eli Lilly and Company LLY | $11.04M | <0.01 | 14,190 | +10.57% | +$1.05M | 0.4 | |
| Alphabet Inc. GOOG | $16.2M | <0.01 | 106,400 | +9.33% | +$1.38M | 0.59 | |
Vanguard Dividend Appreciation Index Fund VIG | $29.44M | <0.01 | 161,232 | -2.84% | -$861,375.71 | 1.07 | |
iShares Core S&P Mid-Cap ETF IJH | $30.97M | <0.01 | 509,875 | +396.11% | +$24.73M | 1.12 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $213.41M | <0.01 | 3.64M | +5.05% | +$10.27M | 7.72 | |
iShares Core MSCI EAFE ETF IEFA | $57.08M | <0.01 | 769,094 | +8.07% | +$4.26M | 2.07 | |
SPDR S&P 500 ETF Trust SPY | $99.6M | <0.01 | 190,413 | +2.57% | +$2.49M | 3.6 | |
Vanguard Total Intl Stock Idx Fund VXUS | $9.84M | <0.01 | 163,219 | -0.15% | -$14,532.31 | 0.36 | |
Vanguard Extended Market Index Fund VXF | $71.28M | <0.01 | 406,675 | +2.92% | +$2.03M | 2.58 | |
iShares Russell 2000 ETF IWM | $14.28M | <0.01 | 67,885 | -2.96% | -$435,111.78 | 0.52 | |
Vanguard Total Stock Market Index Fund VTI | $30.98M | <0.01 | 119,196 | -1.19% | -$372,437.38 | 1.12 | |
iShares Russell 1000 Value ETF IWD | $8.77M | <0.01 | 48,957 | -27.79% | -$3.38M | 0.32 | |
Vanguard 500 Index Fund VOO | $364.14M | <0.01 | 757,526 | +7.04% | +$23.94M | 13.17 | |
iShares MSCI EAFE ETF EFA | $10.56M | <0.01 | 132,201 | -0.58% | -$62,131.54 | 0.38 | |
iShares Core U.S. Aggregate Bond ETF AGG | $15.46M | <0.01 | 157,877 | +15.09% | +$2.03M | 0.56 | |
iShares Core S&P 500 ETF IVV | $27.83M | <0.01 | 52,932 | +6.13% | +$1.61M | 1.01 |