Berkshire Hathaway Inc BRK.B | $1.13B | 186.24 | 2.68M | +0.4% | +$4.46M | 1.26 | |
| Apple Inc. AAPL | $1.56B | 0.06 | 9.11M | +1.8% | +$27.66M | 1.75 | |
| Microsoft Corporation MSFT | $1.01B | 0.03 | 2.41M | +1.87% | +$18.64M | 1.13 | |
| Amazon.com, Inc. AMZN | $513M | 0.03 | 2.84M | +6.04% | +$29.22M | 0.57 | |
| Meta Platforms, Inc. META | $324.86M | 0.03 | 669,005 | +3.26% | +$10.25M | 0.36 | |
| NVIDIA Corporation NVDA | $504.26M | 0.02 | 558,085 | +1.74% | +$8.6M | 0.56 | |
Alphabet Inc. GOOGL | $251.02M | 0.01 | 1.66M | +6.32% | +$14.92M | 0.28 | |
| Alphabet Inc. GOOG | $219.53M | 0.01 | 1.44M | +2.89% | +$6.17M | 0.25 | |
Vanguard Intermediate-Term Corporate Bond Index Fund VCIT | $1.88B | <0.01 | 23.4M | +3.05% | +$55.73M | 2.11 | |
Schwab U.S. Large-Cap ETF SCHX | $1.76B | <0.01 | 28.34M | -1.73% | -$30.96M | 1.97 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $250.41M | <0.01 | 2.17M | -3.45% | -$8.95M | 0.28 | |
Vanguard High Dividend Yield Index Fund VYM | $454.16M | <0.01 | 3.75M | -2.35% | -$10.92M | 0.51 | |
Vanguard Small Cap Index Fund VB | $416.85M | <0.01 | 1.82M | -1.73% | -$7.34M | 0.47 | |
Vanguard Total Bond Market Index Fund BND | $5.5B | <0.01 | 75.75M | +23.96% | +$1.06B | 6.15 | |
Schwab U.S. Mid-Cap ETF SCHM | $824.74M | <0.01 | 10.13M | -1.28% | -$10.67M | 0.92 | |
| Inhibrx, Inc. INBX | $470.77M | <0.01 | 13,466 | +1.48% | +$6.85M | 0.53 | |
Vanguard Emerging Markets Stock Index Fund VWO | $903.18M | <0.01 | 21.62M | -6.57% | -$63.48M | 1.01 | |
iShares Short-Term National Muni Bond ETF SUB | $250.51M | <0.01 | 2.39M | +10.3% | +$23.4M | 0.28 | |
Avantis U.S. Small Cap Value ETF AVUV | $496.89M | <0.01 | 5.3M | +9.47% | +$43.01M | 0.56 | |
Schwab U.S. REIT ETF SCHH | $578.06M | <0.01 | 28.48M | -2.98% | -$17.77M | 0.65 | |
iShares Core S&P Mid-Cap ETF IJH | $312.86M | <0.01 | 5.15M | +389.35% | +$248.93M | 0.35 | |
Vanguard Large Cap Index Fund VV | $3.08B | <0.01 | 12.83M | -1.27% | -$39.48M | 3.44 | |
SPDR S&P 500 ETF Trust SPY | $1.58B | <0.01 | 3.02M | -1.31% | -$20.98M | 1.77 | |
Avantis International Small Cap Value ETF AVDV | $366.63M | <0.01 | 5.57M | +8.27% | +$28M | 0.41 | |
Schwab International Equity ETF SCHF | $844.68M | <0.01 | 21.65M | -1.86% | -$16.04M | 0.95 | |
iShares Core MSCI Emerging Markets ETF IEMG | $3.68B | <0.01 | 71.39M | -2.36% | -$88.87M | 4.12 | |
Vanguard Total Stock Market Index Fund VTI | $1.93B | <0.01 | 7.41M | -7.33% | -$152.32M | 2.15 | |
SPDR Portfolio Short Term Corporate Bond ETF SPSB | $919.51M | <0.01 | 30.89M | +27.17% | +$196.45M | 1.03 | |
Schwab Emerging Markets Equity ETF SCHE | $589.43M | <0.01 | 23.34M | -5.88% | -$36.81M | 0.66 | |
iShares Core MSCI EAFE ETF IEFA | $225.99M | <0.01 | 3.04M | -4.91% | -$11.67M | 0.25 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $1.26B | <0.01 | 24.8M | +0.2% | +$2.53M | 1.4 | |
SPDR Portfolio S&P 400 Mid Cap ETF SPMD | $3.53B | <0.01 | 66.21M | +6.29% | +$208.94M | 3.95 | |
iShares Core U.S. Aggregate Bond ETF AGG | $1.24B | <0.01 | 12.64M | +0.68% | +$8.33M | 1.39 | |
Invesco QQQ Trust QQQ | $253.56M | <0.01 | 571,035 | -0.85% | -$2.16M | 0.28 | |
Vanguard 500 Index Fund VOO | $588.22M | <0.01 | 1.22M | +12.47% | +$65.21M | 0.66 | |
iShares Core MSCI International Developed Markets ETF IDEV | $1.19B | <0.01 | 17.8M | -2.15% | -$26.19M | 1.34 | |
SPDR Portfolio S&P 500 ETF SPLG | $1.7B | <0.01 | 27.57M | +3.94% | +$64.29M | 1.9 | |
Vanguard Mid Cap Index Fund VO | $2.06B | <0.01 | 8.25M | -1.07% | -$22.38M | 2.31 | |
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB | $235.49M | <0.01 | 7.2M | -1.13% | -$2.7M | 0.26 | |
iShares National Muni Bond ETF MUB | $1.28B | <0.01 | 11.87M | +11.15% | +$128.06M | 1.43 | |
Vanguard Real Estate Index Fund VNQ | $1.54B | <0.01 | 17.82M | -2.89% | -$45.94M | 1.72 | |
SPDR Portfolio Emerging Markets ETF SPEM | $886.92M | <0.01 | 24.51M | -3.71% | -$34.17M | 0.99 | |
Vanguard Intermediate-Term Treasury Index Fund VGIT | $576.47M | <0.01 | 9.85M | +19.38% | +$93.6M | 0.65 | |
WisdomTree Emerging Markets SmallCap Dividend Fund DGS | $1.18B | <0.01 | 23.13M | -29.54% | -$493.24M | 1.32 | |
SPDR Portfolio Developed World ex-US ETF SPDW | $1.9B | <0.01 | 53.09M | -1.23% | -$23.66M | 2.13 | |
Vanguard Developed Markets Index Fund VEA | $6.68B | <0.01 | 133.21M | +5.37% | +$340.71M | 7.48 | |
Dimensional U.S. Small Cap ETF DFAS | $668.66M | <0.01 | 10.73M | +0.23% | +$1.57M | 0.75 | |
iShares MSCI EAFE Small-Cap ETF SCZ | $321.05M | <0.01 | 5.07M | -1.93% | -$6.3M | 0.36 | |
iShares Core S&P 500 ETF IVV | $10.83B | <0.01 | 20.6M | +2.45% | +$259.01M | 12.11 | |
The Real Estate Select Sector SPDR Fund XLRE | $966.27M | <0.01 | 24.44M | +22.89% | +$180M | 1.08 |