Berkshire Hathaway Inc BRK.B | $19.53M | 3.23 | 46,448 | +9.09% | +$1.63M | 0.72 | |
| The Sherwin-Williams Company SHW | $13.94M | 0.02 | 40,120 | -0.08% | -$11,462.01 | 0.52 | |
| Chevron Corporation CVX | $16.36M | 0.01 | 103,715 | +9.14% | +$1.37M | 0.61 | |
| Cisco Systems, Inc. CSCO | $12.38M | 0.01 | 248,056 | +2.65% | +$319,174.68 | 0.46 | |
| Costco Wholesale Corporation COST | $17.27M | 0.01 | 23,579 | +5.73% | +$936,284.13 | 0.64 | |
| The Home Depot, Inc. HD | $15.84M | <0.01 | 41,290 | +1.47% | +$229,390.67 | 0.59 | |
| Broadcom Inc. AVGO | $18.07M | <0.01 | 13,636 | -0.86% | -$157,728.00 | 0.67 | |
| JPMorgan Chase & Co. JPM | $18.83M | <0.01 | 94,023 | -1.33% | -$253,981.14 | 0.7 | |
| Apple Inc. AAPL | $81.04M | <0.01 | 472,609 | +1.07% | +$860,142.89 | 3 | |
| UnitedHealth Group Incorporated UNH | $12.42M | <0.01 | 25,098 | +13.82% | +$1.51M | 0.46 | |
| Tesla, Inc. TSLA | $14.85M | <0.01 | 84,483 | -0.14% | -$21,622.19 | 0.55 | |
| Amazon.com, Inc. AMZN | $28.17M | <0.01 | 156,200 | -6.02% | -$1.8M | 1.04 | |
| NVIDIA Corporation NVDA | $35.6M | <0.01 | 39,400 | -0.32% | -$114,750.32 | 1.32 | |
| Microsoft Corporation MSFT | $66.83M | <0.01 | 158,857 | +1.37% | +$900,342.55 | 2.48 | |
Alphabet Inc. GOOGL | $21.45M | <0.01 | 142,098 | +2.68% | +$559,649.14 | 0.79 | |
| Meta Platforms, Inc. META | $15.47M | <0.01 | 31,867 | +1.22% | +$186,947.18 | 0.57 | |
Vanguard 500 Index Fund VOO | $16.62M | <0.01 | 34,570 | -5.13% | -$897,954.57 | 0.62 | |
Invesco Equal Weight 0-30 Year Treasury ETF GOVI | $14.15M | <0.01 | 503,930 | +23.38% | +$2.68M | 0.52 | |
Vanguard Total Bond Market Index Fund BND | $24.65M | <0.01 | 339,409 | +6.76% | +$1.56M | 0.91 | |
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB | $22.36M | <0.01 | 684,142 | +23.33% | +$4.23M | 0.83 | |
JPMorgan Ultra-Short Income ETF JPST | $13.99M | <0.01 | 277,250 | -0.39% | -$54,082.42 | 0.52 | |
Janus Henderson Short Duration Income ETF VNLA | $17M | <0.01 | 350,571 | +10.28% | +$1.59M | 0.63 | |
SPDR Gold Shares GLD | $20.27M | <0.01 | 98,547 | -13.1% | -$3.06M | 0.75 | |
Vanguard Developed Markets Index Fund VEA | $15.18M | <0.01 | 302,502 | -1.62% | -$249,495.09 | 0.56 | |
Schwab U.S. Large-Cap ETF SCHX | $24.79M | <0.01 | 399,402 | -2.29% | -$580,633.59 | 0.92 | |
John Hancock Multifactor Mid Cap ETF JHMM | $31.76M | <0.01 | 553,502 | +3.52% | +$1.08M | 1.18 | |
Schwab Fundamental International Large Company Index ETF FNDF | $14.64M | <0.01 | 411,104 | +16.99% | +$2.13M | 0.54 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $17.29M | <0.01 | 223,677 | +9.03% | +$1.43M | 0.64 | |
Schwab U.S. Mid-Cap ETF SCHM | $21.47M | <0.01 | 263,711 | -4.83% | -$1.09M | 0.8 | |
iShares Russell 1000 Value ETF IWD | $24.44M | <0.01 | 136,429 | +0.76% | +$184,662.20 | 0.91 | |
Fidelity Total Bond ETF FBND | $34.21M | <0.01 | 755,003 | +12.46% | +$3.79M | 1.27 | |
Vanguard Small Cap Index Fund VB | $12.37M | <0.01 | 54,096 | +1.16% | +$141,267.98 | 0.46 | |
Schwab U.S. Small-Cap ETF SCHA | $19.18M | <0.01 | 389,461 | +5.85% | +$1.06M | 0.71 | |
iShares Core S&P 500 ETF IVV | $54.87M | <0.01 | 104,377 | +4.27% | +$2.25M | 2.03 | |
iShares Core Dividend Growth ETF DGRO | $15.68M | <0.01 | 270,104 | +3.45% | +$522,598.55 | 0.58 | |
Invesco QQQ Trust QQQ | $74.62M | <0.01 | 168,049 | -0.54% | -$404,937.62 | 2.76 | |
iShares Core S&P Small-Cap ETF IJR | $18.36M | <0.01 | 166,086 | -0.17% | -$31,940.35 | 0.68 | |
Dimensional U.S. Equity ETF DFUS | $24.7M | <0.01 | 433,416 | +6.52% | +$1.51M | 0.92 | |
First Trust TCW Unconstrained Plus Bond ETF UCON | $15.85M | <0.01 | 644,443 | +7.12% | +$1.05M | 0.59 | |
Invesco Russell 1000 Dynamic Multifactor ETF OMFL | $15.51M | <0.01 | 280,771 | +1.39% | +$212,469.96 | 0.57 | |
iShares Core S&P Mid-Cap ETF IJH | $24.12M | <0.01 | 397,074 | +408.85% | +$19.38M | 0.89 | |
Vanguard Emerging Markets Stock Index Fund VWO | $12.57M | <0.01 | 300,858 | -1.4% | -$178,942.94 | 0.47 | |
iShares Core MSCI EAFE ETF IEFA | $26.15M | <0.01 | 352,336 | -1.09% | -$289,531.92 | 0.97 | |
SPDR S&P 500 ETF Trust SPY | $17.61M | <0.01 | 33,660 | -1.94% | -$347,322.95 | 0.65 | |
Vanguard Value Index Fund VTV | $16.32M | <0.01 | 100,185 | +194.65% | +$10.78M | 0.6 | |
SPDR Portfolio Short Term Corporate Bond ETF SPSB | $14.29M | <0.01 | 479,921 | +5.63% | +$761,397.62 | 0.53 | |
VanEck Morningstar Wide Moat ETF MOAT | $17.04M | <0.01 | 189,569 | +10% | +$1.55M | 0.63 | |
Vanguard Total Stock Market Index Fund VTI | $34.65M | <0.01 | 133,336 | +6.67% | +$2.17M | 1.28 | |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF GSLC | $37.52M | <0.01 | 361,490 | +7.67% | +$2.67M | 1.39 | |
SPDR Portfolio S&P 500 ETF SPLG | $44.06M | <0.01 | 716,118 | -1.15% | -$512,052.88 | 1.63 |