Berkshire Hathaway Inc BRK.B | $4.37M | 0.72 | 10,398 | -1.24% | -$54,667.60 | 3 | |
| Globus Medical, Inc. GMED | $3.81M | 0.05 | 71,035 | 0% | +$0 | 2.61 | |
| W. R. Berkley Corporation WRB | $3M | 0.01 | 33,904 | -0.07% | -$2,211.00 | 2.06 | |
| RPM International Inc. RPM | $1.03M | 0.01 | 8,655 | 0% | +$0 | 0.71 | |
| Paychex, Inc. PAYX | $2.23M | 0.01 | 18,175 | -0.14% | -$3,070.00 | 1.53 | |
| Sysco Corporation SYY | $1.9M | 0.01 | 23,413 | 0% | +$0 | 1.3 | |
| Intuit Inc. INTU | $5.25M | <0.01 | 8,080 | -0.55% | -$29,250.00 | 3.6 | |
| Target Corporation TGT | $1.45M | <0.01 | 8,170 | +0.49% | +$7,088.40 | 0.99 | |
| Zoetis Inc. ZTS | $1.51M | <0.01 | 8,940 | -2.29% | -$35,534.09 | 1.04 | |
| Becton, Dickinson and Company BDX | $1.36M | <0.01 | 5,505 | +1.38% | +$18,558.75 | 0.93 | |
| Waste Management, Inc. WM | $1.97M | <0.01 | 9,245 | +0.27% | +$5,328.75 | 1.35 | |
| Ecolab Inc. ECL | $1.19M | <0.01 | 5,170 | 0% | +$0 | 0.82 | |
| American Express Company AXP | $2.93M | <0.01 | 12,863 | +0.22% | +$6,375.32 | 2.01 | |
| Lowe's Companies, Inc. LOW | $2.33M | <0.01 | 9,160 | -2.4% | -$57,314.25 | 1.6 | |
| Valero Energy Corporation VLO | $1.27M | <0.01 | 7,425 | 0% | +$0 | 0.87 | |
| Phillips 66 PSX | $1.27M | <0.01 | 7,775 | +4.71% | +$57,169.02 | 0.87 | |
| Automatic Data Processing, Inc. ADP | $2.01M | <0.01 | 8,035 | 0% | +$0 | 1.38 | |
| Costco Wholesale Corporation COST | $4.98M | <0.01 | 6,794 | 0% | +$0 | 3.41 | |
| PepsiCo, Inc. PEP | $1.66M | <0.01 | 9,505 | +1.06% | +$17,501.00 | 1.14 | |
| ConocoPhillips COP | $1.1M | <0.01 | 8,651 | +0.59% | +$6,491.28 | 0.76 | |
| The TJX Companies, Inc. TJX | $1.33M | <0.01 | 13,100 | -0.38% | -$5,071.00 | 0.91 | |
| Comcast Corporation CMCSA | $1.03M | <0.01 | 23,774 | -1.35% | -$14,132.10 | 0.71 | |
| Oracle Corporation ORCL | $4.17M | <0.01 | 33,235 | -0.6% | -$25,122.00 | 2.86 | |
| The Home Depot, Inc. HD | $2.38M | <0.01 | 6,214 | -1.58% | -$38,359.99 | 1.63 | |
| Blackstone Inc. BX | $1.37M | <0.01 | 10,430 | -0.48% | -$6,568.50 | 0.94 | |
| Merck & Co., Inc. MRK | $2.71M | <0.01 | 20,523 | -0.68% | -$18,473.00 | 1.86 | |
| Mondelez International, Inc. MDLZ | $1.07M | <0.01 | 15,312 | 0% | +$0 | 0.74 | |
| Starbucks Corporation SBUX | $1.42M | <0.01 | 15,560 | -0.64% | -$9,139.00 | 0.98 | |
| Bank of America Corporation BAC | $1.82M | <0.01 | 47,895 | 0% | +$0 | 1.25 | |
| McDonald's Corporation MCD | $1.34M | <0.01 | 4,735 | -1.04% | -$14,097.50 | 0.92 | |
| Chevron Corporation CVX | $1.78M | <0.01 | 11,288 | +0.89% | +$15,774.00 | 1.22 | |
| American Tower Corporation AMT | $1.26M | <0.01 | 6,360 | -1.32% | -$16,795.15 | 0.86 | |
| CSX Corporation CSX | $1.03M | <0.01 | 27,690 | -0.72% | -$7,414.00 | 0.7 | |
| Johnson & Johnson JNJ | $1.93M | <0.01 | 12,206 | -0.2% | -$3,954.75 | 1.32 | |
| Cisco Systems, Inc. CSCO | $1.98M | <0.01 | 39,577 | -0.25% | -$4,991.00 | 1.35 | |
| The Procter & Gamble Company PG | $2.49M | <0.01 | 15,355 | +0.99% | +$24,337.50 | 1.71 | |
| United Parcel Service, Inc. UPS | $1.45M | <0.01 | 9,737 | 0% | +$0 | 0.99 | |
| Apple Inc. AAPL | $6.93M | <0.01 | 40,431 | +0.1% | +$7,202.16 | 4.75 | |
| UnitedHealth Group Incorporated UNH | $1.16M | <0.01 | 2,335 | +0.43% | +$4,947.00 | 0.79 | |
iShares Core MSCI EAFE ETF IEFA | $1.94M | <0.01 | 26,121 | +5.66% | +$103,906.20 | 1.33 | |
| Microsoft Corporation MSFT | $10.11M | <0.01 | 24,032 | -1.44% | -$148,093.44 | 6.93 | |
Alphabet Inc. GOOGL | $3.16M | <0.01 | 20,925 | -0.24% | -$7,546.50 | 2.17 | |
| Alphabet Inc. GOOG | $1.93M | <0.01 | 12,675 | 0% | +$0 | 1.32 | |
iShares Short-Term National Muni Bond ETF SUB | $1.07M | <0.01 | 10,200 | New | +$1.07M | 0.73 | |
Invesco S&P 500 Equal Weight ETF RSP | $2.49M | <0.01 | 14,685 | -0.1% | -$2,371.23 | 1.71 | |
| JPMorgan Chase & Co. JPM | $2.13M | <0.01 | 10,650 | +0.71% | +$15,022.50 | 1.46 | |
Vanguard Dividend Appreciation Index Fund VIG | $1.4M | <0.01 | 7,673 | +0.33% | +$4,565.25 | 0.96 | |
| Visa Inc. V | $1.16M | <0.01 | 4,159 | +0.1% | +$1,116.32 | 0.8 | |
| AbbVie Inc. ABBV | $1.03M | <0.01 | 5,681 | -0.44% | -$4,552.50 | 0.71 | |
iShares Russell 2000 ETF IWM | $2.62M | <0.01 | 12,466 | +2.09% | +$53,628.12 | 1.8 |