Berkshire Hathaway Inc BRK.B | $31.98M | 5.29 | 76,058 | +24.78% | +$6.35M | 0.8 | |
| KLA Corporation KLAC | $627.4M | 0.67 | 898,120 | New | +$627.4M | 15.77 | |
Cencora COR | $19.78M | 0.04 | 81,400 | +13.35% | +$2.33M | 0.5 | |
| Phillips 66 PSX | $21.85M | 0.03 | 133,778 | +12.77% | +$2.47M | 0.55 | |
| Cintas Corporation CTAS | $16.93M | 0.02 | 24,635 | +36.05% | +$4.49M | 0.43 | |
| Waste Management, Inc. WM | $17.97M | 0.02 | 84,288 | +5.95% | +$1.01M | 0.45 | |
Ferrari N.V. RACE | $15.98M | 0.02 | 36,661 | +26.2% | +$3.32M | 0.4 | |
| The Progressive Corporation PGR | $16.63M | 0.01 | 80,414 | +4.69% | +$744,965.71 | 0.42 | |
| Costco Wholesale Corporation COST | $39.97M | 0.01 | 54,553 | +18.12% | +$6.13M | 1 | |
| Caterpillar Inc. CAT | $22.28M | 0.01 | 60,792 | +13.59% | +$2.67M | 0.56 | |
| International Business Machines Corporation IBM | $20.83M | 0.01 | 109,067 | +1,287.97% | +$19.33M | 0.52 | |
| The Walt Disney Company DIS | $25.31M | 0.01 | 206,837 | +154.98% | +$15.38M | 0.64 | |
| Netflix, Inc. NFLX | $23.92M | 0.01 | 39,384 | +14.56% | +$3.04M | 0.6 | |
| Accenture plc ACN | $16.35M | 0.01 | 47,167 | +4.82% | +$751,798.94 | 0.41 | |
| Chevron Corporation CVX | $20.22M | 0.01 | 128,204 | +39.22% | +$5.7M | 0.51 | |
| Visa Inc. V | $40.17M | 0.01 | 143,922 | +13.66% | +$4.83M | 1.01 | |
| JPMorgan Chase & Co. JPM | $36.32M | 0.01 | 181,306 | +27.77% | +$7.89M | 0.91 | |
| The Home Depot, Inc. HD | $24.52M | 0.01 | 63,919 | +29.53% | +$5.59M | 0.62 | |
| Eli Lilly and Company LLY | $45.47M | 0.01 | 58,450 | +33.93% | +$11.52M | 1.14 | |
| Johnson & Johnson JNJ | $20.43M | 0.01 | 129,160 | +3.66% | +$721,661.74 | 0.51 | |
| Exxon Mobil Corporation XOM | $24.45M | 0.01 | 210,340 | +5.03% | +$1.17M | 0.61 | |
| Broadcom Inc. AVGO | $32.25M | 0.01 | 24,329 | +1.31% | +$417,502.49 | 0.81 | |
| Apple Inc. AAPL | $105.86M | <0.01 | 617,332 | +13.74% | +$12.79M | 2.66 | |
| Microsoft Corporation MSFT | $112.14M | <0.01 | 266,540 | +11.51% | +$11.58M | 2.82 | |
| Amazon.com, Inc. AMZN | $69.43M | <0.01 | 384,894 | +15.96% | +$9.56M | 1.75 | |
| Meta Platforms, Inc. META | $43.02M | <0.01 | 88,593 | +3.34% | +$1.39M | 1.08 | |
| NVIDIA Corporation NVDA | $49.88M | <0.01 | 55,202 | +11.72% | +$5.23M | 1.25 | |
Alphabet Inc. GOOGL | $39.75M | <0.01 | 263,388 | +1.87% | +$730,801.72 | 1 | |
| Alphabet Inc. GOOG | $28.32M | <0.01 | 185,996 | +21.23% | +$4.96M | 0.71 | |
Vanguard Total Intl Stock Idx Fund VXUS | $31.49M | <0.01 | 522,211 | +1.84% | +$568,749.99 | 0.79 | |
iShares Core U.S. Aggregate Bond ETF AGG | $34.9M | <0.01 | 356,367 | +425.18% | +$28.26M | 0.88 | |
Vanguard Growth Index Fund VUG | $29.97M | <0.01 | 87,060 | +531.14% | +$25.22M | 0.75 | |
SPDR Bloomberg Convertible Securities ETF CWB | $21.11M | <0.01 | 289,003 | -5.92% | -$1.33M | 0.53 | |
Vanguard Value Index Fund VTV | $44.84M | <0.01 | 275,328 | +319.1% | +$34.14M | 1.13 | |
iShares Russell Mid-Cap ETF IWR | $36M | <0.01 | 428,086 | +1.93% | +$681,633.47 | 0.91 | |
iShares Preferred and Income Securities ETF PFF | $37.69M | <0.01 | 1.17M | +2.22% | +$820,156.92 | 0.95 | |
iShares Russell 2000 ETF IWM | $36.46M | <0.01 | 173,359 | +2.56% | +$908,708.43 | 0.92 | |
iShares MSCI USA Min Vol Factor ETF USMV | $16.4M | <0.01 | 196,270 | +1.79% | +$287,933.18 | 0.41 | |
iShares S&P 100 ETF OEF | $19.22M | <0.01 | 77,698 | -41.83% | -$13.82M | 0.48 | |
iShares Core S&P 500 ETF IVV | $142.63M | <0.01 | 271,302 | +1.39% | +$1.96M | 3.58 | |
iShares TIPS Bond ETF TIP | $30.57M | <0.01 | 284,640 | -2.42% | -$759,175.16 | 0.77 | |
iShares Core S&P Small-Cap ETF IJR | $16.96M | <0.01 | 153,484 | -10.1% | -$1.9M | 0.43 | |
SPDR Blackstone Senior Loan ETF SRLN | $20.45M | <0.01 | 485,621 | +72.57% | +$8.6M | 0.51 | |
SPDR Portfolio S&P 600 Small Cap ETF SPSM | $22.52M | <0.01 | 523,323 | +16.29% | +$3.16M | 0.57 | |
Technology Select Sector SPDR Fund XLK | $28.48M | <0.01 | 136,730 | +3.57% | +$980,535.02 | 0.72 | |
iShares 1-3 Year Treasury Bond ETF SHY | $16.75M | <0.01 | 204,805 | +57.72% | +$6.13M | 0.42 | |
SPDR Bloomberg 1-3 Month T-Bill ETF BIL | $76.31M | <0.01 | 831,234 | +17.47% | +$11.35M | 1.92 | |
Financial Select Sector SPDR Fund XLF | $30.83M | <0.01 | 731,872 | +71.25% | +$12.83M | 0.78 | |
Schwab U.S. Dividend Equity ETF SCHD | $23.7M | <0.01 | 293,945 | +39.24% | +$6.68M | 0.6 | |
Invesco S&P 500 Equal Weight ETF RSP | $59.61M | <0.01 | 351,964 | +202.03% | +$39.88M | 1.5 |