Berkshire Hathaway Inc BRK.B | $7.94M | 1.31 | 18,883 | +7.02% | +$520,603.75 | 0.7 | |
| ATI Inc. ATI | $22.16M | 0.35 | 433,134 | +117.94% | +$11.99M | 1.94 | |
| Target Corporation TGT | $17.7M | 0.02 | 99,901 | -19.35% | -$4.25M | 1.55 | |
| Ameriprise Financial, Inc. AMP | $9M | 0.02 | 20,528 | +160.97% | +$5.55M | 0.79 | |
| The Kraft Heinz Company KHC | $9.6M | 0.02 | 260,183 | -1.64% | -$159,629.34 | 0.84 | |
| Mondelez International, Inc. MDLZ | $18.5M | 0.02 | 264,282 | -3.38% | -$647,779.58 | 1.62 | |
| Altria Group, Inc. MO | $5.37M | 0.01 | 123,008 | -10.73% | -$645,181.02 | 0.47 | |
| Philip Morris International Inc. PM | $8.37M | 0.01 | 91,332 | -15.11% | -$1.49M | 0.73 | |
| McDonald's Corporation MCD | $3.93M | <0.01 | 13,952 | +5.42% | +$202,438.74 | 0.35 | |
| Apple Inc. AAPL | $51.98M | <0.01 | 303,141 | +1.85% | +$943,483.93 | 4.56 | |
| Costco Wholesale Corporation COST | $5.02M | <0.01 | 6,855 | +18.17% | +$772,194.53 | 0.44 | |
| Johnson & Johnson JNJ | $2.93M | <0.01 | 18,507 | -29.69% | -$1.24M | 0.26 | |
| Merck & Co., Inc. MRK | $4.16M | <0.01 | 31,495 | +27.82% | +$904,520.24 | 0.37 | |
| Exxon Mobil Corporation XOM | $3.54M | <0.01 | 30,456 | +12% | +$379,411.71 | 0.31 | |
| Walmart Inc. WMT | $3.4M | <0.01 | 56,580 | +346.88% | +$2.64M | 0.3 | |
| Broadcom Inc. AVGO | $4.18M | <0.01 | 3,150 | +24.51% | +$821,833.03 | 0.37 | |
| Meta Platforms, Inc. META | $8.41M | <0.01 | 17,312 | +16.17% | +$1.17M | 0.74 | |
| Amazon.com, Inc. AMZN | $13.79M | <0.01 | 76,440 | +10.02% | +$1.26M | 1.21 | |
| Visa Inc. V | $4.79M | <0.01 | 17,175 | +22.39% | +$876,891.50 | 0.42 | |
| The Home Depot, Inc. HD | $3.24M | <0.01 | 8,437 | +19.89% | +$537,012.42 | 0.28 | |
| UnitedHealth Group Incorporated UNH | $4.01M | <0.01 | 8,114 | +21% | +$696,556.03 | 0.35 | |
Alphabet Inc. GOOGL | $10.24M | <0.01 | 67,862 | +3.73% | +$368,118.14 | 0.9 | |
| AbbVie Inc. ABBV | $4.61M | <0.01 | 25,292 | +7.33% | +$314,674.39 | 0.4 | |
| Mastercard Incorporated MA | $3.6M | <0.01 | 7,477 | +8.91% | +$294,724.45 | 0.32 | |
| Tesla, Inc. TSLA | $3.02M | <0.01 | 17,152 | -20.63% | -$783,837.19 | 0.27 | |
| The Procter & Gamble Company PG | $3.75M | <0.01 | 23,106 | +13.98% | +$459,976.97 | 0.33 | |
| Eli Lilly and Company LLY | $4.61M | <0.01 | 5,925 | +10.75% | +$447,355.43 | 0.4 | |
| NVIDIA Corporation NVDA | $18.74M | <0.01 | 20,745 | +4.56% | +$817,733.13 | 1.65 | |
| Salesforce, Inc. CRM | $3.1M | <0.01 | 10,294 | +13.21% | +$361,715.56 | 0.27 | |
| Netflix, Inc. NFLX | $3.02M | <0.01 | 4,970 | +14.99% | +$393,569.78 | 0.27 | |
| JPMorgan Chase & Co. JPM | $7.72M | <0.01 | 38,560 | +15.22% | +$1.02M | 0.68 | |
| Microsoft Corporation MSFT | $29.16M | <0.01 | 69,306 | +10.95% | +$2.88M | 2.56 | |
SPDR S&P 500 ETF Trust SPY | $187.3M | <0.01 | 358,072 | -0.02% | -$35,045.65 | 16.43 | |
First Trust Cboe Vest Fund of Buffer ETFs BUFR | $7.56M | <0.01 | 270,266 | +2.26% | +$166,977.00 | 0.66 | |
iShares Russell Mid-Cap Growth ETF IWP | $6.61M | <0.01 | 57,952 | -3.62% | -$248,253.44 | 0.58 | |
SPDR S&P 600 Small Cap Value ETF SLYV | $28.16M | <0.01 | 339,389 | -5.47% | -$1.63M | 2.47 | |
iShares Russell 2000 ETF IWM | $3.04M | <0.01 | 14,476 | +78.03% | +$1.33M | 0.27 | |
SPDR S&P 600 Small Cap Growth ETF SLYG | $24.23M | <0.01 | 277,771 | -5.02% | -$1.28M | 2.13 | |
Vanguard Total Stock Market Index Fund VTI | $8.58M | <0.01 | 32,997 | +24.03% | +$1.66M | 0.75 | |
iShares Russell 1000 Growth ETF IWF | $25.36M | <0.01 | 75,244 | -5.93% | -$1.6M | 2.23 | |
iShares 0-3 Month Treasury Bond ETF SGOV | $81.27M | <0.01 | 806,924 | -1.44% | -$1.19M | 7.13 | |
SPDR S&P 400 Mid Cap Value ETF MDYV | $45.52M | <0.01 | 598,993 | -2.19% | -$1.02M | 3.99 | |
Vanguard Dividend Appreciation Index Fund VIG | $3.92M | <0.01 | 21,483 | +0.92% | +$35,791.62 | 0.34 | |
iShares Russell 1000 Value ETF IWD | $2.95M | <0.01 | 16,489 | -1.93% | -$58,030.03 | 0.26 | |
Schwab U.S. Large-Cap ETF SCHX | $5.55M | <0.01 | 89,488 | -15.06% | -$984,892.15 | 0.49 | |
Invesco QQQ Trust QQQ | $3.8M | <0.01 | 8,547 | -7.59% | -$311,706.97 | 0.33 | |
| Alphabet Inc. GOOG | $3.98M | <0.01 | 26,165 | +52.41% | +$1.37M | 0.35 | |
iShares MSCI EAFE ETF EFA | $17.76M | <0.01 | 222,370 | -3.5% | -$644,231.99 | 1.56 | |
SPDR Portfolio S&P 500 Value ETF SPYV | $97.51M | <0.01 | 1.95M | -1.24% | -$1.22M | 8.56 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $60.8M | <0.01 | 831,151 | -4.14% | -$2.63M | 5.33 |