Berkshire Hathaway Inc BRK.B | $70.1M | 11.6 | 166,705 | +0.73% | +$507,990.05 | 0.67 | |
Cencora COR | $54.58M | 0.11 | 224,614 | -9.13% | -$5.49M | 0.52 | |
| Arthur J. Gallagher & Co. AJG | $46M | 0.08 | 183,979 | -0.82% | -$380,557.73 | 0.44 | |
| Illinois Tool Works Inc. ITW | $43.77M | 0.06 | 163,117 | +0.08% | +$36,492.95 | 0.42 | |
| Automatic Data Processing, Inc. ADP | $44.07M | 0.04 | 176,485 | +1.31% | +$570,150.56 | 0.42 | |
| Caterpillar Inc. CAT | $65.82M | 0.04 | 179,639 | +3.19% | +$2.03M | 0.63 | |
| BlackRock, Inc. BLK | $44.72M | 0.04 | 53,643 | -0.41% | -$185,079.40 | 0.43 | |
| Chevron Corporation CVX | $74.42M | 0.03 | 471,782 | +4.12% | +$2.95M | 0.71 | |
| Merck & Co., Inc. MRK | $80.49M | 0.02 | 609,983 | +3.33% | +$2.59M | 0.77 | |
| McDonald's Corporation MCD | $49.55M | 0.02 | 175,740 | +101.92% | +$25.01M | 0.48 | |
| Wells Fargo & Company WFC | $47.34M | 0.02 | 816,704 | +1.74% | +$807,961.17 | 0.45 | |
| AbbVie Inc. ABBV | $71.03M | 0.02 | 390,037 | +0.4% | +$284,985.91 | 0.68 | |
| Broadcom Inc. AVGO | $110.79M | 0.02 | 83,589 | +7.45% | +$7.68M | 1.06 | |
| Oracle Corporation ORCL | $59.12M | 0.02 | 470,652 | -0.68% | -$403,333.57 | 0.57 | |
| Costco Wholesale Corporation COST | $51.95M | 0.02 | 70,903 | +2.97% | +$1.5M | 0.5 | |
| JPMorgan Chase & Co. JPM | $92.85M | 0.02 | 463,550 | +5.5% | +$4.84M | 0.89 | |
| Visa Inc. V | $83.14M | 0.02 | 297,907 | +42.91% | +$24.96M | 0.8 | |
| The Home Depot, Inc. HD | $58.1M | 0.02 | 151,467 | -0.98% | -$573,094.53 | 0.56 | |
| Apple Inc. AAPL | $344.06M | 0.01 | 2.01M | +0.66% | +$2.25M | 3.3 | |
| UnitedHealth Group Incorporated UNH | $54.02M | 0.01 | 109,202 | -4.08% | -$2.3M | 0.52 | |
| Eli Lilly and Company LLY | $83.11M | 0.01 | 106,833 | +7.04% | +$5.47M | 0.8 | |
| Exxon Mobil Corporation XOM | $57.95M | 0.01 | 498,537 | +4.27% | +$2.37M | 0.56 | |
| NVIDIA Corporation NVDA | $231.23M | 0.01 | 255,908 | -0.45% | -$1.04M | 2.22 | |
| Microsoft Corporation MSFT | $314.24M | 0.01 | 746,906 | +2.04% | +$6.27M | 3.01 | |
| Amazon.com, Inc. AMZN | $176.47M | 0.01 | 978,301 | +3.9% | +$6.63M | 1.69 | |
| Meta Platforms, Inc. META | $59.59M | 0.01 | 122,710 | +10.47% | +$5.65M | 0.57 | |
| Alphabet Inc. GOOG | $71.97M | <0.01 | 472,675 | +2.07% | +$1.46M | 0.69 | |
Alphabet Inc. GOOGL | $51.02M | <0.01 | 338,043 | -8.08% | -$4.49M | 0.49 | |
Vanguard 500 Index Fund VOO | $205.44M | <0.01 | 427,380 | +0.88% | +$1.79M | 1.97 | |
iShares S&P 500 Value ETF IVE | $46.74M | <0.01 | 250,204 | +665.1% | +$40.63M | 0.45 | |
Vanguard Mid Cap Index Fund VO | $50.56M | <0.01 | 202,361 | -14.18% | -$8.35M | 0.49 | |
iShares Core Total USD Bond Market ETF IUSB | $72.76M | <0.01 | 1.6M | +46.24% | +$23.01M | 0.7 | |
Vanguard Dividend Appreciation Index Fund VIG | $45.69M | <0.01 | 250,232 | -5.48% | -$2.65M | 0.44 | |
Vanguard Developed Markets Index Fund VEA | $85.92M | <0.01 | 1.71M | +8.03% | +$6.38M | 0.82 | |
iShares Core S&P Small-Cap ETF IJR | $49.06M | <0.01 | 443,879 | +2.19% | +$1.05M | 0.47 | |
iShares Core MSCI EAFE ETF IEFA | $56.52M | <0.01 | 761,526 | -4.5% | -$2.66M | 0.54 | |
SPDR S&P 500 ETF Trust SPY | $203.79M | <0.01 | 389,596 | -0.37% | -$754,789.42 | 1.95 | |
SPDR Portfolio S&P 500 ETF SPLG | $82.87M | <0.01 | 1.35M | +2.96% | +$2.38M | 0.8 | |
iShares U.S. Technology ETF IYW | $46.34M | <0.01 | 343,142 | +8.89% | +$3.78M | 0.44 | |
Vanguard Growth Index Fund VUG | $108.97M | <0.01 | 316,591 | +0.32% | +$344,544.20 | 1.05 | |
iShares MSCI USA Quality Factor ETF QUAL | $79.04M | <0.01 | 480,921 | +1.86% | +$1.45M | 0.76 | |
iShares Russell 1000 Growth ETF IWF | $70.69M | <0.01 | 209,731 | +70.09% | +$29.13M | 0.68 | |
Vanguard Value Index Fund VTV | $123.39M | <0.01 | 757,655 | +3.39% | +$4.04M | 1.18 | |
First Trust Dorsey Wright Focus 5 ETF FV | $56.6M | <0.01 | 988,944 | +4.16% | +$2.26M | 0.54 | |
Invesco QQQ Trust QQQ | $92.77M | <0.01 | 208,948 | -21.39% | -$25.25M | 0.89 | |
iShares Core U.S. Aggregate Bond ETF AGG | $70.29M | <0.01 | 717,652 | +0.94% | +$651,203.57 | 0.67 | |
iShares S&P 500 Growth ETF IVW | $66.87M | <0.01 | 791,906 | +99.57% | +$33.36M | 0.64 | |
Vanguard Total Stock Market Index Fund VTI | $64.46M | <0.01 | 248,011 | +18.15% | +$9.9M | 0.62 | |
iShares MSCI EAFE Value ETF EFV | $46.94M | <0.01 | 862,886 | -24.3% | -$15.07M | 0.45 | |
iShares Core S&P 500 ETF IVV | $338.61M | <0.01 | 644,074 | -2.64% | -$9.18M | 3.25 |