Berkshire Hathaway Inc BRK.B | $51.55M | 8.53 | 122,591 | +2.71% | +$1.36M | 2.53 | |
| The Boeing Company BA | $12.28M | 0.01 | 63,649 | +209.44% | +$8.31M | 0.6 | |
| Union Pacific Corporation UNP | $9.68M | 0.01 | 39,346 | +7.23% | +$652,454.67 | 0.48 | |
| AbbVie Inc. ABBV | $8.88M | <0.01 | 48,777 | +7.11% | +$589,464.16 | 0.44 | |
| JPMorgan Chase & Co. JPM | $10.21M | <0.01 | 50,982 | +29.38% | +$2.32M | 0.5 | |
| Exxon Mobil Corporation XOM | $10.24M | <0.01 | 88,055 | +52.2% | +$3.51M | 0.5 | |
| Oracle Corporation ORCL | $8.51M | <0.01 | 67,781 | +7.9% | +$623,281.77 | 0.42 | |
| NVIDIA Corporation NVDA | $24.56M | <0.01 | 27,179 | +24.27% | +$4.8M | 1.21 | |
| Amazon.com, Inc. AMZN | $15.11M | <0.01 | 83,792 | +13.28% | +$1.77M | 0.74 | |
| Microsoft Corporation MSFT | $27.06M | <0.01 | 64,318 | +27.77% | +$5.88M | 1.33 | |
| Apple Inc. AAPL | $35.61M | <0.01 | 207,788 | +24.54% | +$7.02M | 1.75 | |
Alphabet Inc. GOOGL | $11.89M | <0.01 | 78,782 | +34.93% | +$3.08M | 0.59 | |
| Meta Platforms, Inc. META | $12.09M | <0.01 | 24,907 | +3.28% | +$384,581.71 | 0.6 | |
Vanguard Small Cap Value Index Fund VBR | $20.66M | <0.01 | 107,671 | +46.98% | +$6.6M | 1.02 | |
Invesco BulletShares 2027 Corporate Bond ETF BSCR | $20.69M | <0.01 | 1.07M | +15.95% | +$2.85M | 1.02 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $26.58M | <0.01 | 286,696 | -33.35% | -$13.3M | 1.31 | |
Jpmorgan Active Growth ETF JGRO | $29.78M | <0.01 | 424,129 | +94.09% | +$14.44M | 1.46 | |
Vanguard Small Cap Growth Index Fund VBK | $23.15M | <0.01 | 88,901 | +5.33% | +$1.17M | 1.14 | |
Invesco BulletShares 2025 Corporate Bond ETF BSCP | $22.4M | <0.01 | 1.1M | +14.33% | +$2.81M | 1.1 | |
Schwab U.S. Dividend Equity ETF SCHD | $9.98M | <0.01 | 123,835 | +2.83% | +$274,166.00 | 0.49 | |
Invesco S&P MidCap Quality ETF XMHQ | $14.81M | <0.01 | 134,546 | +70.74% | +$6.13M | 0.73 | |
iShares Russell Mid-Cap Growth ETF IWP | $10.18M | <0.01 | 89,268 | -28.52% | -$4.06M | 0.5 | |
Vanguard High Dividend Yield Index Fund VYM | $8.58M | <0.01 | 70,905 | +3.2% | +$265,816.58 | 0.42 | |
iShares S&P 500 Growth ETF IVW | $16.69M | <0.01 | 197,678 | +0.1% | +$17,141.34 | 0.82 | |
SPDR Portfolio S&P 500 Value ETF SPYV | $24.97M | <0.01 | 498,492 | +4.86% | +$1.16M | 1.23 | |
Vanguard Total International Bond Index Fund BNDX | $16.94M | <0.01 | 344,468 | +6.03% | +$962,847.73 | 0.83 | |
Vanguard Growth Index Fund VUG | $90.96M | <0.01 | 264,363 | +11.39% | +$9.3M | 4.47 | |
iShares Core S&P 500 ETF IVV | $56.04M | <0.01 | 106,589 | +11.37% | +$5.72M | 2.76 | |
SPDR S&P 500 ETF Trust SPY | $18.55M | <0.01 | 35,458 | +735.29% | +$16.33M | 0.91 | |
iShares National Muni Bond ETF MUB | $19.35M | <0.01 | 179,934 | +8.31% | +$1.48M | 0.95 | |
Vanguard Value Index Fund VTV | $9.71M | <0.01 | 59,628 | -5.34% | -$547,542.98 | 0.48 | |
iShares Morningstar Mid-Cap Growth ETF IMCG | $25.94M | <0.01 | 367,047 | +106.65% | +$13.39M | 1.28 | |
SPDR Portfolio S&P 600 Small Cap ETF SPSM | $13.57M | <0.01 | 315,233 | +15.81% | +$1.85M | 0.67 | |
Vanguard Mid-Cap Growth Index Fund VOT | $60.52M | <0.01 | 256,758 | +4.98% | +$2.87M | 2.98 | |
iShares Core S&P Small-Cap ETF IJR | $21.45M | <0.01 | 194,084 | -2.67% | -$588,852.52 | 1.05 | |
SPDR Portfolio S&P 400 Mid Cap ETF SPMD | $8.62M | <0.01 | 161,596 | +26.42% | +$1.8M | 0.42 | |
Vanguard Mega Cap Value Index Fund MGV | $9.52M | <0.01 | 79,677 | -2.22% | -$216,194.27 | 0.47 | |
Vanguard 500 Index Fund VOO | $30.29M | <0.01 | 63,005 | +3.83% | +$1.12M | 1.49 | |
iShares Core S&P Mid-Cap ETF IJH | $8.09M | <0.01 | 133,224 | +376.33% | +$6.39M | 0.4 | |
SPDR S&P 600 Small Cap Value ETF SLYV | $27.48M | <0.01 | 331,313 | +8.66% | +$2.19M | 1.35 | |
Vanguard Mega Cap Growth Index Fund MGK | $22.29M | <0.01 | 77,784 | -2.81% | -$644,018.73 | 1.1 | |
Vanguard Mid-Cap Value Index Fund VOE | $67.19M | <0.01 | 431,055 | +5.42% | +$3.46M | 3.3 | |
Schwab U.S. TIPS ETF SCHP | $17.46M | <0.01 | 334,688 | +7.14% | +$1.16M | 0.86 | |
Vanguard Developed Markets Index Fund VEA | $35.99M | <0.01 | 719,067 | -6.9% | -$2.67M | 1.77 | |
iShares Core Dividend Growth ETF DGRO | $92.03M | <0.01 | 1.59M | +6.68% | +$5.76M | 4.52 | |
Schwab Short-Term U.S. Treasury ETF SCHO | $17.73M | <0.01 | 367,689 | +7.16% | +$1.18M | 0.87 | |
SPDR S&P 400 Mid Cap Value ETF MDYV | $12.46M | <0.01 | 164,008 | +6.94% | +$808,716.97 | 0.61 | |
Vanguard Intermediate-Term Corporate Bond Index Fund VCIT | $13.44M | <0.01 | 166,896 | +19.61% | +$2.2M | 0.66 | |
Invesco BulletShares 2029 Corporate Bond ETF BSCT | $21.25M | <0.01 | 1.16M | +18.84% | +$3.37M | 1.04 | |
Schwab U.S. Mid-Cap ETF SCHM | $8.53M | <0.01 | 104,744 | +0.84% | +$71,251.81 | 0.42 |