Berkshire Hathaway Inc BRK.B | $41.03M | 6.79 | 97,566 | +15.44% | +$5.49M | 0.31 | |
| Apple Inc. AAPL | $161.35M | 0.01 | 940,927 | +14.72% | +$20.71M | 1.2 | |
| Microsoft Corporation MSFT | $88.99M | <0.01 | 211,512 | +5.83% | +$4.9M | 0.66 | |
| Amazon.com, Inc. AMZN | $53.66M | <0.01 | 297,486 | +51.18% | +$18.17M | 0.4 | |
| NVIDIA Corporation NVDA | $40.3M | <0.01 | 44,600 | +18.69% | +$6.35M | 0.3 | |
Vanguard Growth Index Fund VUG | $54.51M | <0.01 | 158,360 | -0.76% | -$418,547.27 | 0.41 | |
iShares Core S&P U.S. Growth ETF IUSG | $44.76M | <0.01 | 381,890 | -2.58% | -$1.18M | 0.33 | |
SPDR Portfolio S&P 500 High Dividend ETF SPYD | $27.77M | <0.01 | 682,226 | +0.06% | +$15,917.61 | 0.21 | |
Avantis U.S. Small Cap Value ETF AVUV | $32.79M | <0.01 | 349,885 | +279.74% | +$24.15M | 0.24 | |
iShares National Muni Bond ETF MUB | $26.49M | <0.01 | 246,191 | +9.28% | +$2.25M | 0.2 | |
Vanguard Value Index Fund VTV | $45.06M | <0.01 | 276,670 | +0.65% | +$291,520.08 | 0.34 | |
iShares Core Total USD Bond Market ETF IUSB | $115.43M | <0.01 | 2.53M | -0.85% | -$994,135.69 | 0.86 | |
SPDR S&P 500 ETF Trust SPY | $87.67M | <0.01 | 167,604 | -3.22% | -$2.91M | 0.65 | |
Avantis U.S. Equity ETF AVUS | $201.04M | <0.01 | 2.25M | +1.78% | +$3.52M | 1.5 | |
Vanguard Total Stock Market Index Fund VTI | $2.15B | <0.01 | 8.26M | +1.4% | +$29.69M | 15.99 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $197.92M | <0.01 | 1.72M | -5.83% | -$12.26M | 1.47 | |
SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM | $56.75M | <0.01 | 884,590 | +2.6% | +$1.44M | 0.42 | |
iShares MBS ETF MBB | $256.66M | <0.01 | 2.78M | +5.81% | +$14.1M | 1.91 | |
Vanguard Mid Cap Index Fund VO | $293.4M | <0.01 | 1.17M | +3.41% | +$9.66M | 2.19 | |
iShares Core S&P Small-Cap ETF IJR | $84.05M | <0.01 | 760,471 | +4.45% | +$3.58M | 0.63 | |
SPDR Portfolio Emerging Markets ETF SPEM | $219.27M | <0.01 | 6.06M | +1.85% | +$3.98M | 1.63 | |
iShares Core U.S. Aggregate Bond ETF AGG | $34.4M | <0.01 | 351,271 | -5.38% | -$1.96M | 0.26 | |
Franklin U.S. Low Volatility High Dividend Index ETF LVHD | $26.18M | <0.01 | 710,645 | -80.69% | -$109.39M | 0.2 | |
Vanguard Mortgage-Backed Securities Index Fund VMBS | $26.14M | <0.01 | 573,168 | -1.6% | -$426,225.33 | 0.2 | |
iShares Core S&P Mid-Cap ETF IJH | $38.92M | <0.01 | 640,740 | +376.05% | +$30.74M | 0.29 | |
SPDR Portfolio Developed World ex-US ETF SPDW | $1.02B | <0.01 | 28.34M | +3.03% | +$29.83M | 7.56 | |
JPMorgan Equity Premium Income ETF JEPI | $60.06M | <0.01 | 1.04M | +15.27% | +$7.96M | 0.45 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $29.03M | <0.01 | 375,505 | -2.09% | -$619,099.06 | 0.22 | |
Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF | $39.14M | <0.01 | 1.59M | -2.43% | -$973,305.33 | 0.29 | |
Schwab U.S. Large-Cap ETF SCHX | $32.05M | <0.01 | 516,477 | -2.97% | -$981,478.30 | 0.24 | |
iShares Core MSCI Total International Stock ETF IXUS | $90.84M | <0.01 | 1.34M | -3.17% | -$2.97M | 0.68 | |
Vanguard Small Cap Value Index Fund VBR | $131.58M | <0.01 | 685,765 | +0.78% | +$1.02M | 0.98 | |
iShares U.S. Treasury Bond ETF GOVT | $613.28M | <0.01 | 26.93M | +6.95% | +$39.85M | 4.57 | |
Schwab Intermediate-Term U.S. Treasury ETF SCHR | $29.43M | <0.01 | 599,981 | -2.43% | -$733,591.97 | 0.22 | |
iShares Russell 1000 Growth ETF IWF | $46.44M | <0.01 | 137,798 | -0.41% | -$189,084.62 | 0.35 | |
iShares Broad USD Investment Grade Corporate Bond ETF USIG | $221.12M | <0.01 | 4.36M | +5.55% | +$11.63M | 1.65 | |
iShares Fallen Angels USD Bond ETF FALN | $28.82M | <0.01 | 1.07M | -0.66% | -$192,424.97 | 0.22 | |
Invesco S&P 500 Revenue ETF RWL | $217.94M | <0.01 | 2.33M | -1.95% | -$4.34M | 1.62 | |
iShares S&P 500 Growth ETF IVW | $48.72M | <0.01 | 576,965 | -3.36% | -$1.69M | 0.36 | |
iShares Short-Term National Muni Bond ETF SUB | $49.32M | <0.01 | 470,963 | +1.55% | +$751,646.54 | 0.37 | |
Vanguard Short-Term Bond Index Fund BSV | $883.59M | <0.01 | 11.52M | +4.05% | +$34.38M | 6.58 | |
Invesco QQQ Trust QQQ | $65.25M | <0.01 | 146,956 | -0.39% | -$252,642.21 | 0.49 | |
Vanguard High Dividend Yield Index Fund VYM | $80.64M | <0.01 | 666,513 | -0.42% | -$340,223.83 | 0.6 | |
iShares Core S&P 500 ETF IVV | $56.23M | <0.01 | 106,950 | -6.9% | -$4.17M | 0.42 | |
SPDR Portfolio S&P 500 Value ETF SPYV | $972.1M | <0.01 | 19.4M | +4.56% | +$42.41M | 7.24 | |
Invesco Preferred ETF PGX | $40.16M | <0.01 | 3.38M | +6.96% | +$2.61M | 0.3 | |
Vanguard Emerging Markets Stock Index Fund VWO | $26.93M | <0.01 | 644,706 | -4.59% | -$1.29M | 0.2 | |
iShares Core S&P U.S. Value ETF IUSV | $51.45M | <0.01 | 568,852 | -4.74% | -$2.56M | 0.38 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $933.23M | <0.01 | 12.76M | +2.49% | +$22.7M | 6.95 | |
Vanguard Total Bond Market Index Fund BND | $1.2B | <0.01 | 16.56M | +5.26% | +$60.17M | 8.96 |