Berkshire Hathaway Inc BRK.B | $27.31M | 4.52 | 64,946 | +1.73% | +$463,416.60 | 0.48 | |
| McDonald's Corporation MCD | $27.3M | 0.01 | 96,814 | +2.38% | +$635,236.32 | 0.48 | |
| Costco Wholesale Corporation COST | $37.48M | 0.01 | 51,151 | +5.26% | +$1.87M | 0.67 | |
| The Home Depot, Inc. HD | $39.49M | 0.01 | 102,942 | +0.4% | +$157,276.90 | 0.7 | |
| AbbVie Inc. ABBV | $28.93M | 0.01 | 158,855 | -1.41% | -$414,278.21 | 0.51 | |
| JPMorgan Chase & Co. JPM | $44.65M | 0.01 | 222,897 | +0.94% | +$414,622.76 | 0.79 | |
| Apple Inc. AAPL | $175.31M | 0.01 | 1.02M | +2.24% | +$3.84M | 3.11 | |
| The Procter & Gamble Company PG | $28.52M | 0.01 | 175,780 | +15.19% | +$3.76M | 0.51 | |
| Merck & Co., Inc. MRK | $21.47M | 0.01 | 162,742 | -1.14% | -$248,462.17 | 0.38 | |
| Exxon Mobil Corporation XOM | $26.61M | 0.01 | 228,956 | -3.38% | -$931,199.43 | 0.47 | |
| Amazon.com, Inc. AMZN | $95.43M | 0.01 | 529,029 | +2.79% | +$2.59M | 1.69 | |
| Microsoft Corporation MSFT | $134.78M | <0.01 | 320,363 | +9.39% | +$11.57M | 2.39 | |
| Broadcom Inc. AVGO | $22.7M | <0.01 | 17,127 | +3.32% | +$730,301.81 | 0.4 | |
| Meta Platforms, Inc. META | $46.05M | <0.01 | 94,841 | +5.42% | +$2.37M | 0.82 | |
| Eli Lilly and Company LLY | $27.79M | <0.01 | 35,722 | +3.91% | +$1.04M | 0.49 | |
| NVIDIA Corporation NVDA | $98.68M | <0.01 | 109,217 | +3.87% | +$3.67M | 1.75 | |
Alphabet Inc. GOOGL | $47.36M | <0.01 | 313,800 | +4.32% | +$1.96M | 0.84 | |
| Alphabet Inc. GOOG | $28.1M | <0.01 | 184,577 | +6.3% | +$1.67M | 0.5 | |
iShares Russell 2000 ETF IWM | $25.8M | <0.01 | 122,672 | +107.69% | +$13.38M | 0.46 | |
SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM | $44.51M | <0.01 | 693,766 | -33.11% | -$22.03M | 0.79 | |
iShares Core Dividend Growth ETF DGRO | $21.23M | <0.01 | 365,706 | +10.5% | +$2.02M | 0.38 | |
iShares National Muni Bond ETF MUB | $21.31M | <0.01 | 198,094 | -0.08% | -$17,431.23 | 0.38 | |
iShares Core S&P 500 ETF IVV | $139.91M | <0.01 | 266,120 | +27.04% | +$29.78M | 2.48 | |
SPDR Portfolio S&P 500 ETF SPLG | $87.98M | <0.01 | 1.43M | -0.23% | -$198,803.55 | 1.56 | |
Vanguard High Dividend Yield Index Fund VYM | $65.93M | <0.01 | 544,949 | +34.31% | +$16.84M | 1.17 | |
iShares Core S&P Small-Cap ETF IJR | $60.76M | <0.01 | 549,772 | +11.47% | +$6.25M | 1.08 | |
Invesco S&P 500 GARP ETF SPGP | $22.71M | <0.01 | 213,277 | +24.99% | +$4.54M | 0.4 | |
Vanguard Extended Market Index Fund VXF | $94.41M | <0.01 | 538,679 | +4.9% | +$4.41M | 1.68 | |
iShares Core S&P Mid-Cap ETF IJH | $65.6M | <0.01 | 1.08M | +413.58% | +$52.83M | 1.16 | |
SPDR Portfolio Developed World ex-US ETF SPDW | $38.46M | <0.01 | 1.07M | +8.53% | +$3.02M | 0.68 | |
Vanguard Total Bond Market Index Fund BND | $71.94M | <0.01 | 990,434 | +0.86% | +$615,030.93 | 1.28 | |
VanEck Morningstar Wide Moat ETF MOAT | $21.46M | <0.01 | 238,709 | +23.82% | +$4.13M | 0.38 | |
Vanguard Total Stock Market Index Fund VTI | $49.46M | <0.01 | 190,316 | +5.78% | +$2.7M | 0.88 | |
iShares Core MSCI Emerging Markets ETF IEMG | $46.82M | <0.01 | 907,330 | +4.61% | +$2.06M | 0.83 | |
Invesco S&P 500 Equal Weight ETF RSP | $79.03M | <0.01 | 466,637 | -8.7% | -$7.53M | 1.4 | |
Vanguard 500 Index Fund VOO | $219.88M | <0.01 | 457,422 | -0.66% | -$1.47M | 3.9 | |
iShares Core MSCI EAFE ETF IEFA | $31.57M | <0.01 | 425,333 | +7.92% | +$2.32M | 0.56 | |
First Trust Rising Dividend Achievers ETF RDVY | $21.59M | <0.01 | 384,452 | +6.32% | +$1.28M | 0.38 | |
Vanguard Health Care Index Fund VHT | $20.62M | <0.01 | 76,208 | +7.86% | +$1.5M | 0.37 | |
iShares Core MSCI International Developed Markets ETF IDEV | $91.23M | <0.01 | 1.36M | +0.78% | +$706,342.18 | 1.62 | |
iShares MSCI USA Quality Factor ETF QUAL | $33.91M | <0.01 | 206,297 | +72.32% | +$14.23M | 0.6 | |
iShares MSCI USA Min Vol Factor ETF USMV | $27.94M | <0.01 | 334,237 | -7.48% | -$2.26M | 0.5 | |
Invesco QQQ Trust QQQ | $84.94M | <0.01 | 191,310 | +6.65% | +$5.3M | 1.51 | |
iShares 20+ Year Treasury Bond ETF TLT | $21.37M | <0.01 | 225,855 | +19.02% | +$3.41M | 0.38 | |
Invesco California AMT-Free Municipal Bond ETF PWZ | $34.3M | <0.01 | 1.38M | New | +$34.3M | 0.61 | |
iShares U.S. Technology ETF IYW | $22.99M | <0.01 | 170,209 | +46.59% | +$7.31M | 0.41 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $23.48M | <0.01 | 320,951 | +32.29% | +$5.73M | 0.42 | |
iShares Russell Mid-Cap ETF IWR | $20.6M | <0.01 | 244,956 | -24.09% | -$6.54M | 0.37 | |
SPDR S&P 500 ETF Trust SPY | $178.98M | <0.01 | 342,172 | -5.69% | -$10.79M | 3.17 | |
WisdomTree U.S. LargeCap Dividend Fund DLN | $33.53M | <0.01 | 464,491 | -3.8% | -$1.33M | 0.6 |