Berkshire Hathaway Inc BRK.B | $7.52M | 1.25 | 17,893 | +0.34% | +$25,231.20 | 1.06 | |
| The Progressive Corporation PGR | $7.26M | 0.01 | 35,087 | +0.04% | +$3,102.28 | 1.02 | |
Vanguard FTSE All-World ex-US Small Capital Index Fund VSS | $5.8M | <0.01 | 49,602 | -0.36% | -$20,680.68 | 0.82 | |
iShares Core MSCI EAFE ETF IEFA | $13.5M | <0.01 | 181,875 | +5.78% | +$737,746.50 | 1.9 | |
Schwab U.S. Large-Cap ETF SCHX | $12.49M | <0.01 | 201,265 | +11.25% | +$1.26M | 1.76 | |
Avantis Emerging Markets Equity ETF AVEM | $4.72M | <0.01 | 81,382 | +14.48% | +$596,756.19 | 0.66 | |
Western Asset Municipal High Income Fund Inc. MHF | $6.84M | <0.01 | 1.01M | +5.04% | +$327,868.71 | 0.96 | |
Vanguard Short-Term Treasury Index Fund VGSH | $9.97M | <0.01 | 171,775 | +4.33% | +$414,155.23 | 1.4 | |
SPDR S&P Emerging Markets Small Cap ETF EWX | $3.46M | <0.01 | 62,093 | +1.93% | +$65,564.99 | 0.49 | |
Schwab U.S. TIPS ETF SCHP | $5.12M | <0.01 | 98,164 | +5.19% | +$252,663.03 | 0.72 | |
| Apple Inc. AAPL | $12.14M | <0.01 | 70,778 | -2.37% | -$294,943.52 | 1.71 | |
iShares MBS ETF MBB | $20.56M | <0.01 | 222,414 | -3.2% | -$679,009.35 | 2.89 | |
Vanguard Long-Term Treasury Index Fund VGLT | $15.68M | <0.01 | 264,612 | +16.94% | +$2.27M | 2.21 | |
SPDR Dow Jones Industrial Average ETF Trust DIA | $4.54M | <0.01 | 11,412 | -1.55% | -$71,596.80 | 0.64 | |
Schwab Short-Term U.S. Treasury ETF SCHO | $4.61M | <0.01 | 95,660 | +7.21% | +$310,231.38 | 0.65 | |
iShares Core MSCI Total International Stock ETF IXUS | $4.52M | <0.01 | 66,602 | -2.36% | -$109,389.55 | 0.64 | |
Vanguard Developed Markets Index Fund VEA | $8.18M | <0.01 | 162,990 | +0.56% | +$45,303.57 | 1.15 | |
WisdomTree Emerging Markets SmallCap Dividend Fund DGS | $9.59M | <0.01 | 188,505 | +13.13% | +$1.11M | 1.35 | |
Schwab U.S. REIT ETF SCHH | $10.34M | <0.01 | 509,258 | +5% | +$492,336.07 | 1.46 | |
iShares Russell 1000 ETF IWB | $14.54M | <0.01 | 50,497 | -0.34% | -$50,405.25 | 2.05 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $5.54M | <0.01 | 71,610 | +3.44% | +$184,075.11 | 0.78 | |
iShares CMBS ETF CMBS | $15.82M | <0.01 | 335,919 | +<0.01% | +$847.80 | 2.23 | |
Schwab International Small-Cap Equity ETF SCHC | $8.28M | <0.01 | 231,250 | +15.4% | +$1.1M | 1.17 | |
iShares Core S&P 500 ETF IVV | $79.76M | <0.01 | 151,716 | +3.04% | +$2.35M | 11.23 | |
Vanguard Small Cap Value Index Fund VBR | $6.51M | <0.01 | 33,932 | +3.27% | +$206,077.09 | 0.92 | |
Angel Oak Income ETF CARY | $8.37M | <0.01 | 407,593 | +2,791.14% | +$8.08M | 1.18 | |
Schwab U.S. Small-Cap ETF SCHA | $4.55M | <0.01 | 92,305 | +12.17% | +$493,092.05 | 0.64 | |
Vanguard Emerging Markets Stock Index Fund VWO | $7.93M | <0.01 | 189,778 | +4.25% | +$323,382.85 | 1.12 | |
iShares S&P 500 Value ETF IVE | $5.97M | <0.01 | 31,935 | -2.28% | -$139,173.14 | 0.84 | |
iShares 0-5 Year TIPS Bond ETF STIP | $37.45M | <0.01 | 376,655 | +10.74% | +$3.63M | 5.27 | |
Vanguard Large Cap Index Fund VV | $5.69M | <0.01 | 23,713 | +2.21% | +$122,996.88 | 0.8 | |
iShares Core S&P U.S. Value ETF IUSV | $13.11M | <0.01 | 144,975 | +6.59% | +$810,161.89 | 1.85 | |
SPDR S&P 500 ETF Trust SPY | $14.47M | <0.01 | 27,666 | -0.83% | -$121,875.31 | 2.04 | |
Invesco Taxable Municipal Bond ETF BAB | $5.95M | <0.01 | 224,139 | -4.45% | -$276,810.14 | 0.84 | |
Nuveen Municipal Value Fund, Inc. NUV | $15.65M | <0.01 | 1.8M | +11.54% | +$1.62M | 2.2 | |
Vanguard Value Index Fund VTV | $9.96M | <0.01 | 61,164 | +6.8% | +$634,176.84 | 1.4 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $17.42M | <0.01 | 151,126 | -1.73% | -$306,813.22 | 2.45 | |
SPDR Portfolio Emerging Markets ETF SPEM | $9.54M | <0.01 | 263,730 | +19.92% | +$1.59M | 1.34 | |
Avantis U.S. Small Cap Value ETF AVUV | $4.65M | <0.01 | 49,672 | +21.08% | +$810,497.77 | 0.66 | |
Nuveen Quality Municipal Income Fund NAD | $3.68M | <0.01 | 320,889 | -11.88% | -$496,023.19 | 0.52 | |
Vanguard Total Stock Market Index Fund VTI | $9.63M | <0.01 | 37,042 | -1.91% | -$187,649.40 | 1.36 | |
iShares Core S&P Small-Cap ETF IJR | $10.21M | <0.01 | 92,361 | +5.8% | +$559,894.50 | 1.44 | |
SPDR Portfolio Developed World ex-US ETF SPDW | $6.07M | <0.01 | 169,460 | +38.78% | +$1.7M | 0.86 | |
Avantis U.S. Equity ETF AVUS | $21.42M | <0.01 | 239,314 | +12.75% | +$2.42M | 3.01 | |
| Microsoft Corporation MSFT | $3.73M | <0.01 | 8,877 | +0.76% | +$28,187.76 | 0.53 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $4.14M | <0.01 | 81,815 | +5.13% | +$201,995.20 | 0.58 | |
iShares Core MSCI Emerging Markets ETF IEMG | $17.43M | <0.01 | 337,806 | +0.44% | +$76,832.29 | 2.45 | |
iShares 0-3 Month Treasury Bond ETF SGOV | $29.11M | <0.01 | 289,001 | +28.14% | +$6.39M | 4.1 | |
Avantis International Large Cap Value ETF AVIV | $3.54M | <0.01 | 65,520 | +7.42% | +$244,603.87 | 0.5 | |
VanEck Long Muni ETF MLN | $4.26M | <0.01 | 236,812 | -2.39% | -$104,385.96 | 0.6 |