Berkshire Hathaway Inc BRK.B | $90.14M | 14.92 | 214,349 | +0.97% | +$865,429.29 | 1.12 | |
| Keysight Technologies, Inc. KEYS | $53.17M | 0.2 | 340,015 | +3.95% | +$2.02M | 0.66 | |
| The Allstate Corporation ALL | $53.55M | 0.12 | 309,507 | +0.2% | +$107,785.07 | 0.67 | |
| HCA Healthcare, Inc. HCA | $73.92M | 0.09 | 221,630 | +2.41% | +$1.74M | 0.92 | |
| American Tower Corporation AMT | $57.44M | 0.06 | 290,693 | +5% | +$2.74M | 0.72 | |
| NextEra Energy, Inc. NEE | $77.33M | 0.06 | 1.21M | +1.27% | +$971,367.99 | 0.96 | |
| Starbucks Corporation SBUX | $57.38M | 0.06 | 627,899 | +5.7% | +$3.09M | 0.71 | |
| Honeywell International Inc. HON | $66.32M | 0.05 | 323,109 | +5.3% | +$3.34M | 0.83 | |
| Stryker Corporation SYK | $66.14M | 0.05 | 184,807 | +2.21% | +$1.43M | 0.82 | |
| CVS Health Corporation CVS | $48.56M | 0.05 | 608,867 | +3.39% | +$1.59M | 0.6 | |
| Raytheon Technologies Corporation RTX | $51.48M | 0.04 | 527,885 | +4.59% | +$2.26M | 0.64 | |
| BlackRock, Inc. BLK | $48.64M | 0.04 | 58,342 | -27.2% | -$18.17M | 0.61 | |
| Costco Wholesale Corporation COST | $111.28M | 0.03 | 151,888 | +0.24% | +$268,874.84 | 1.38 | |
| S&P Global Inc. SPGI | $43.43M | 0.03 | 102,077 | +2.92% | +$1.23M | 0.54 | |
| Union Pacific Corporation UNP | $48.63M | 0.03 | 197,758 | +3.6% | +$1.69M | 0.61 | |
| Cisco Systems, Inc. CSCO | $58.18M | 0.03 | 1.17M | +3.9% | +$2.18M | 0.72 | |
| The Walt Disney Company DIS | $53.17M | 0.02 | 434,521 | -24.01% | -$16.8M | 0.66 | |
| PepsiCo, Inc. PEP | $55.83M | 0.02 | 318,990 | +4.17% | +$2.24M | 0.7 | |
| JPMorgan Chase & Co. JPM | $128.36M | 0.02 | 640,857 | +0.67% | +$851,875.39 | 1.6 | |
| Johnson & Johnson JNJ | $74.53M | 0.02 | 471,154 | +2.64% | +$1.92M | 0.93 | |
| Broadcom Inc. AVGO | $124.94M | 0.02 | 94,264 | -1.05% | -$1.33M | 1.55 | |
| Exxon Mobil Corporation XOM | $86.65M | 0.02 | 745,426 | +2.4% | +$2.03M | 1.08 | |
| Apple Inc. AAPL | $314.3M | 0.01 | 1.83M | +2.59% | +$7.92M | 3.91 | |
| Visa Inc. V | $59.02M | 0.01 | 211,475 | +0.61% | +$357,222.59 | 0.73 | |
| Amazon.com, Inc. AMZN | $186.37M | 0.01 | 1.03M | +4.42% | +$7.9M | 2.32 | |
| Microsoft Corporation MSFT | $266.67M | 0.01 | 633,850 | +1.17% | +$3.07M | 3.32 | |
| Meta Platforms, Inc. META | $85.24M | 0.01 | 175,548 | -1.45% | -$1.25M | 1.06 | |
Alphabet Inc. GOOGL | $127.64M | 0.01 | 845,698 | +1.24% | +$1.56M | 1.59 | |
| NVIDIA Corporation NVDA | $71.16M | <0.01 | 78,751 | -0.49% | -$347,872.72 | 0.89 | |
Materials Select Sector SPDR Fund XLB | $45.05M | <0.01 | 485,023 | +4.28% | +$1.85M | 0.56 | |
Vanguard Emerging Markets Stock Index Fund VWO | $121.6M | <0.01 | 2.91M | +9.76% | +$10.81M | 1.51 | |
SPDR S&P 500 ETF Trust SPY | $199.65M | <0.01 | 381,691 | +4.77% | +$9.08M | 2.48 | |
Vanguard Growth Index Fund VUG | $1B | <0.01 | 2.91M | +0.61% | +$6.06M | 12.47 | |
iShares Core U.S. Aggregate Bond ETF AGG | $152.01M | <0.01 | 1.55M | -13.63% | -$23.98M | 1.89 | |
Vanguard Value Index Fund VTV | $415.85M | <0.01 | 2.55M | +0.72% | +$2.95M | 5.17 | |
iShares Russell 1000 Value ETF IWD | $56.51M | <0.01 | 315,528 | -2.28% | -$1.32M | 0.7 | |
iShares California Muni Bond ETF CMF | $72.65M | <0.01 | 1.26M | -0.29% | -$208,812.74 | 0.9 | |
Vanguard Total Stock Market Index Fund VTI | $41.27M | <0.01 | 158,807 | +16.82% | +$5.94M | 0.51 | |
iShares Core S&P 500 ETF IVV | $41.71M | <0.01 | 79,346 | -1.66% | -$702,371.35 | 0.52 | |
Vanguard Mid-Cap Growth Index Fund VOT | $108.64M | <0.01 | 460,759 | -1.5% | -$1.66M | 1.35 | |
iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB | $155.73M | <0.01 | 3.04M | +8.16% | +$11.75M | 1.94 | |
Vanguard Mid-Cap Value Index Fund VOE | $101.45M | <0.01 | 650,698 | +0.26% | +$258,498.72 | 1.26 | |
Vanguard Intermediate-Term Bond Index Fund BIV | $120.71M | <0.01 | 1.6M | +48.21% | +$39.27M | 1.5 | |
Vanguard International Dividend Appreciation Index Fund VIGI | $191.42M | <0.01 | 2.35M | +8.71% | +$15.33M | 2.38 | |
Vanguard Small Cap Growth Index Fund VBK | $67.55M | <0.01 | 259,084 | +5.45% | +$3.49M | 0.84 | |
SPDR Bloomberg 1-3 Month T-Bill ETF BIL | $43.63M | <0.01 | 475,297 | +0.96% | +$415,853.94 | 0.54 | |
iShares National Muni Bond ETF MUB | $102.36M | <0.01 | 951,324 | -9.05% | -$10.18M | 1.27 | |
iShares U.S. Treasury Bond ETF GOVT | $108.22M | <0.01 | 4.75M | +1.34% | +$1.43M | 1.35 | |
Health Care Select Sector SPDR Fund XLV | $55.22M | <0.01 | 373,810 | +3.73% | +$1.98M | 0.69 | |
Technology Select Sector SPDR Fund XLK | $97.63M | <0.01 | 468,770 | -0.03% | -$25,200.67 | 1.22 |