Berkshire Hathaway Inc BRK.B | $7.86M | 1.3 | 18,694 | +0.77% | +$59,713.84 | 1.1 | |
| Freshpet, Inc. FRPT | $6.92M | 0.12 | 59,745 | -10.49% | -$811,020.04 | 0.97 | |
| Primo Water Corporation PRMW | $2.83M | 0.1 | 155,194 | 0% | +$0 | 0.4 | |
| Phillips 66 PSX | $11.7M | 0.02 | 71,614 | 0% | +$0 | 1.63 | |
| AppLovin Corporation APP | $2.71M | 0.01 | 39,173 | +0.82% | +$21,942.74 | 0.38 | |
| KLA Corporation KLAC | $6.95M | 0.01 | 9,948 | +0.07% | +$4,889.99 | 0.97 | |
| PepsiCo, Inc. PEP | $6.18M | <0.01 | 35,312 | +828.77% | +$5.51M | 0.86 | |
| Exxon Mobil Corporation XOM | $18.18M | <0.01 | 156,395 | -0.02% | -$4,184.63 | 2.54 | |
Ferrari N.V. RACE | $2.7M | <0.01 | 6,183 | +0.49% | +$13,078.20 | 0.38 | |
| Netflix, Inc. NFLX | $4.12M | <0.01 | 6,791 | +3.36% | +$134,219.93 | 0.58 | |
| Apple Inc. AAPL | $13.7M | <0.01 | 79,895 | -1.58% | -$219,665.81 | 1.91 | |
| Chevron Corporation CVX | $2.46M | <0.01 | 15,606 | +<0.01% | +$157.74 | 0.34 | |
| Caterpillar Inc. CAT | $2.52M | <0.01 | 6,891 | -4.78% | -$126,778.75 | 0.35 | |
| The Home Depot, Inc. HD | $3.4M | <0.01 | 8,867 | -1.09% | -$37,591.76 | 0.48 | |
Berkshire Hathaway Inc BRK.A | $6.34M | <0.01 | 10 | 0% | +$0 | 0.89 | |
| Amazon.com, Inc. AMZN | $10.15M | <0.01 | 56,279 | +0.27% | +$26,876.62 | 1.42 | |
Vanguard 500 Index Fund VOO | $31.84M | <0.01 | 66,227 | +18.19% | +$4.9M | 4.45 | |
iShares Core U.S. Aggregate Bond ETF AGG | $27.3M | <0.01 | 278,728 | +5.57% | +$1.44M | 3.81 | |
iShares Russell Mid-Cap ETF IWR | $3.45M | <0.01 | 40,978 | -1.74% | -$61,049.50 | 0.48 | |
Vanguard Mid Cap Index Fund VO | $3.75M | <0.01 | 15,002 | +26.73% | +$790,540.44 | 0.52 | |
iShares MSCI EAFE ETF EFA | $15.57M | <0.01 | 194,921 | -1.64% | -$259,225.56 | 2.17 | |
iShares Russell 2000 ETF IWM | $6.21M | <0.01 | 29,543 | +2.79% | +$168,870.39 | 0.87 | |
Vanguard Mortgage-Backed Securities Index Fund VMBS | $2.82M | <0.01 | 61,740 | -2.86% | -$82,781.73 | 0.39 | |
iShares MSCI Emerging Markets ETF EEM | $2.51M | <0.01 | 61,208 | -7.28% | -$197,307.27 | 0.35 | |
iShares Russell 1000 ETF IWB | $7.53M | <0.01 | 26,150 | -3.14% | -$244,249.94 | 1.05 | |
Vanguard Long-Term Treasury Index Fund VGLT | $9.28M | <0.01 | 156,622 | -39.73% | -$6.12M | 1.3 | |
Vanguard Extended Duration Treasury Index Fund EDV | $3.36M | <0.01 | 43,916 | +1,417.48% | +$3.14M | 0.47 | |
| NVIDIA Corporation NVDA | $4.04M | <0.01 | 4,472 | +6.43% | +$243,966.19 | 0.56 | |
iShares Core S&P 500 ETF IVV | $23.95M | <0.01 | 45,549 | +0.85% | +$202,932.38 | 3.35 | |
Vanguard Developed Markets Index Fund VEA | $21.3M | <0.01 | 424,616 | -1.43% | -$308,194.49 | 2.98 | |
iShares Core MSCI Emerging Markets ETF IEMG | $3.45M | <0.01 | 66,813 | -4.35% | -$156,813.45 | 0.48 | |
SPDR S&P 500 ETF Trust SPY | $83.6M | <0.01 | 159,819 | -0.65% | -$550,268.93 | 11.68 | |
Nuveen Quality Municipal Income Fund NAD | $4.28M | <0.01 | 373,099 | +385.64% | +$3.4M | 0.6 | |
iShares Core MSCI EAFE ETF IEFA | $30.82M | <0.01 | 415,276 | +25.35% | +$6.23M | 4.31 | |
SPDR Portfolio Emerging Markets ETF SPEM | $5.82M | <0.01 | 160,683 | +15.83% | +$794,731.20 | 0.81 | |
iShares National Muni Bond ETF MUB | $15.7M | <0.01 | 145,865 | +20.15% | +$2.63M | 2.19 | |
Vanguard International High Dividend Yield Fund VYMI | $8.56M | <0.01 | 124,405 | +6.94% | +$555,626.92 | 1.2 | |
SPDR Portfolio Developed World ex-US ETF SPDW | $9.34M | <0.01 | 260,615 | -5.72% | -$566,702.10 | 1.31 | |
| Microsoft Corporation MSFT | $12.3M | <0.01 | 29,236 | -0.74% | -$91,295.38 | 1.72 | |
Vanguard Emerging Markets Stock Index Fund VWO | $6.55M | <0.01 | 156,732 | +1.82% | +$116,789.18 | 0.91 | |
Alphabet Inc. GOOGL | $6.23M | <0.01 | 41,310 | +1.19% | +$73,050.12 | 0.87 | |
Schwab International Equity ETF SCHF | $11.82M | <0.01 | 302,903 | -0.37% | -$44,365.69 | 1.65 | |
SPDR Bloomberg 1-3 Month T-Bill ETF BIL | $24.8M | <0.01 | 270,112 | +2.27% | +$550,249.34 | 3.46 | |
| Meta Platforms, Inc. META | $3.11M | <0.01 | 6,405 | +223.49% | +$2.15M | 0.43 | |
Vanguard Total Stock Market Index Fund VTI | $3.14M | <0.01 | 12,100 | -0.87% | -$27,549.40 | 0.44 | |
| Alphabet Inc. GOOG | $4.64M | <0.01 | 30,481 | -1.29% | -$60,904.00 | 0.65 | |
Schwab U.S. Small-Cap ETF SCHA | $5.07M | <0.01 | 103,025 | +18.42% | +$789,119.15 | 0.71 | |
iShares MBS ETF MBB | $5.08M | <0.01 | 55,004 | +8.12% | +$381,969.63 | 0.71 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $21.61M | <0.01 | 427,006 | +11.18% | +$2.17M | 3.02 | |
SPDR Gold Shares GLD | $2.53M | <0.01 | 12,301 | -1.01% | -$25,715.00 | 0.35 |