Berkshire Hathaway Inc BRK.B | $29.62M | 5.14 | 73,886 | +25.97% | +$6.11M | 0.73 | |
| United Parcel Service, Inc. UPS | $131.99M | 0.11 | 901,397 | +2.25% | +$2.91M | 3.25 | |
| Exxon Mobil Corporation XOM | $18.74M | <0.01 | 161,544 | +97.91% | +$9.27M | 0.46 | |
| Johnson & Johnson JNJ | $14.18M | <0.01 | 94,989 | +35.7% | +$3.73M | 0.35 | |
| Costco Wholesale Corporation COST | $14.16M | <0.01 | 19,038 | +52.79% | +$4.89M | 0.35 | |
| The Procter & Gamble Company PG | $16.16M | <0.01 | 98,291 | +52.3% | +$5.55M | 0.4 | |
| Microsoft Corporation MSFT | $83.64M | <0.01 | 205,663 | +75.35% | +$35.94M | 2.06 | |
| Apple Inc. AAPL | $96.33M | <0.01 | 525,291 | +38.97% | +$27.01M | 2.37 | |
| JPMorgan Chase & Co. JPM | $14.49M | <0.01 | 76,071 | +68.69% | +$5.9M | 0.36 | |
| Amazon.com, Inc. AMZN | $41.95M | <0.01 | 225,300 | +68.77% | +$17.09M | 1.03 | |
| Meta Platforms, Inc. META | $17.2M | <0.01 | 38,060 | +14.91% | +$2.23M | 0.42 | |
Alphabet Inc. GOOGL | $23.08M | <0.01 | 137,977 | +56.86% | +$8.36M | 0.57 | |
| Alphabet Inc. GOOG | $15.68M | <0.01 | 92,809 | +93.82% | +$7.59M | 0.39 | |
| NVIDIA Corporation NVDA | $28.14M | <0.01 | 31,693 | +122.34% | +$15.48M | 0.69 | |
Vanguard S&P 500 Growth Index Fund VOOG | $15.52M | <0.01 | 51,618 | -0.22% | -$34,871.96 | 0.38 | |
iShares Core S&P 500 ETF IVV | $120.09M | <0.01 | 233,717 | +24.25% | +$23.43M | 2.96 | |
SPDR Portfolio Short Term Treasury ETF SPTS | $13.74M | <0.01 | 477,986 | +225.23% | +$9.51M | 0.34 | |
Vanguard 500 Index Fund VOO | $275.31M | <0.01 | 585,792 | -1.93% | -$5.42M | 6.78 | |
iShares Core S&P U.S. Value ETF IUSV | $204.5M | <0.01 | 2.34M | +97,851.17% | +$204.29M | 5.04 | |
SPDR Portfolio Intermediate Term Treasury ETF SPTI | $141.61M | <0.01 | 5.1M | +22.71% | +$26.21M | 3.49 | |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT | $46.72M | <0.01 | 466,054 | +7.32% | +$3.19M | 1.15 | |
Vanguard Short-Term Treasury Index Fund VGSH | $58.45M | <0.01 | 1.01M | -3.69% | -$2.24M | 1.44 | |
iShares Core S&P U.S. Growth ETF IUSG | $27.23M | <0.01 | 235,716 | +4,491.27% | +$26.64M | 0.67 | |
SPDR Portfolio S&P 600 Small Cap ETF SPSM | $53.01M | <0.01 | 1.27M | -30.93% | -$23.74M | 1.31 | |
Vanguard Mega Cap Value Index Fund MGV | $57.54M | <0.01 | 496,940 | +55.48% | +$20.53M | 1.42 | |
Vanguard Developed Markets Index Fund VEA | $36.52M | <0.01 | 736,895 | +33.5% | +$9.16M | 0.9 | |
iShares Core Total USD Bond Market ETF IUSB | $18.83M | <0.01 | 420,224 | +39.94% | +$5.38M | 0.46 | |
SPDR Portfolio S&P 500 ETF SPLG | $36.9M | <0.01 | 613,607 | -0.88% | -$325,724.00 | 0.91 | |
Vanguard Mega Cap Growth Index Fund MGK | $54.97M | <0.01 | 195,250 | +53.77% | +$19.22M | 1.35 | |
Vanguard Small Cap Index Fund VB | $16.54M | <0.01 | 75,628 | +306.41% | +$12.47M | 0.41 | |
iShares Core MSCI Emerging Markets ETF IEMG | $24.23M | <0.01 | 453,432 | -5.08% | -$1.3M | 0.6 | |
SPDR Portfolio Developed World ex-US ETF SPDW | $22.05M | <0.01 | 622,408 | +75.22% | +$9.47M | 0.54 | |
iShares Broad USD Investment Grade Corporate Bond ETF USIG | $82.73M | <0.01 | 1.66M | +28.7% | +$18.45M | 2.04 | |
iShares Core MSCI EAFE ETF IEFA | $137.8M | <0.01 | 1.88M | +32.05% | +$33.45M | 3.39 | |
Schwab Short-Term U.S. Treasury ETF SCHO | $13.77M | <0.01 | 287,227 | +410.5% | +$11.07M | 0.34 | |
American Century Diversified Corporate Bond ETF KORP | $17.48M | <0.01 | 383,314 | +13.1% | +$2.02M | 0.43 | |
Schwab U.S. Dividend Equity ETF SCHD | $53.59M | <0.01 | 687,292 | -77.71% | -$186.84M | 1.32 | |
Vanguard High Dividend Yield Index Fund VYM | $16.49M | <0.01 | 140,810 | +1,649.41% | +$15.55M | 0.41 | |
SPDR Blackstone Senior Loan ETF SRLN | $16.41M | <0.01 | 391,849 | +1,205.6% | +$15.15M | 0.4 | |
iShares MSCI USA Quality Factor ETF QUAL | $25.57M | <0.01 | 160,612 | -2.09% | -$546,817.79 | 0.63 | |
Vanguard Growth Index Fund VUG | $218.15M | <0.01 | 643,518 | -6.98% | -$16.36M | 5.37 | |
SPDR Portfolio S&P 500 Value ETF SPYV | $23.96M | <0.01 | 495,450 | +2.93% | +$682,501.14 | 0.59 | |
Invesco QQQ Trust QQQ | $35.55M | <0.01 | 81,643 | +3.46% | +$1.19M | 0.88 | |
Vanguard Value Index Fund VTV | $27.41M | <0.01 | 173,722 | -33.23% | -$13.64M | 0.68 | |
John Hancock Multifactor Developed International ETF JHMD | $15.42M | <0.01 | 453,682 | +8.5% | +$1.21M | 0.38 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $46.62M | <0.01 | 645,233 | +8.13% | +$3.51M | 1.15 | |
Vanguard Total Stock Market Index Fund VTI | $73.89M | <0.01 | 291,427 | +2.4% | +$1.73M | 1.82 | |
iShares S&P 500 Growth ETF IVW | $17.46M | <0.01 | 209,412 | +87.69% | +$8.16M | 0.43 | |
SPDR S&P 500 ETF Trust SPY | $47.51M | <0.01 | 92,927 | +10.9% | +$4.67M | 1.17 | |
Vanguard Total Bond Market Index Fund BND | $14.54M | <0.01 | 203,751 | +65.52% | +$5.75M | 0.36 |