Berkshire Hathaway Inc BRK.B | $1.79M | 0.3 | 4,259 | +10.68% | +$172,833.75 | 0.14 | |
| EverCommerce Inc. EVCM | $1.63M | 0.09 | 173,282 | 0% | +$0 | 0.13 | |
| Lancaster Colony Corporation LANC | $2.44M | 0.04 | 11,766 | -2.1% | -$52,530.40 | 0.19 | |
| Abbott Laboratories ABT | $1.56M | <0.01 | 13,728 | +1.48% | +$22,732.53 | 0.12 | |
| AbbVie Inc. ABBV | $2.46M | <0.01 | 13,484 | +4.47% | +$105,075.32 | 0.19 | |
| Morgan Stanley MS | $1.04M | <0.01 | 11,060 | +2.1% | +$21,373.81 | 0.08 | |
| Marathon Petroleum Corporation MPC | $673,413.00 | <0.01 | 3,342 | +1.36% | +$9,067.50 | 0.05 | |
| Chevron Corporation CVX | $1.62M | <0.01 | 10,284 | +0.8% | +$12,934.34 | 0.13 | |
| Exxon Mobil Corporation XOM | $2.76M | <0.01 | 23,715 | -1.05% | -$29,176.24 | 0.21 | |
| ConocoPhillips COP | $1.09M | <0.01 | 8,546 | -0.28% | -$3,054.71 | 0.09 | |
| Oracle Corporation ORCL | $840,331.00 | <0.01 | 6,690 | -1.01% | -$8,541.48 | 0.07 | |
| Broadcom Inc. AVGO | $1.6M | <0.01 | 1,208 | +0.83% | +$13,254.10 | 0.13 | |
| JPMorgan Chase & Co. JPM | $879,718.00 | <0.01 | 4,392 | -0.61% | -$5,408.10 | 0.07 | |
| Visa Inc. V | $707,468.00 | <0.01 | 2,535 | -7.85% | -$60,281.30 | 0.06 | |
| The Home Depot, Inc. HD | $969,543.00 | <0.01 | 2,527 | +6.76% | +$61,387.76 | 0.08 | |
| NVIDIA Corporation NVDA | $1.51M | <0.01 | 1,672 | -22.81% | -$446,476.14 | 0.12 | |
| Amazon.com, Inc. AMZN | $1.27M | <0.01 | 7,033 | +8.42% | +$98,487.52 | 0.1 | |
| Johnson & Johnson JNJ | $775,189.00 | <0.01 | 4,900 | +0.82% | +$6,328.07 | 0.06 | |
Taiwan Semiconductor Manufacturing Company Limited TSM | $1.21M | <0.01 | 8,929 | -10.79% | -$146,933.95 | 0.1 | |
Goldman Sachs Access Treasury 0-1 Year ETF GBIL | $2.27M | <0.01 | 22,462 | -0.51% | -$11,501.65 | 0.18 | |
| Microsoft Corporation MSFT | $4.72M | <0.01 | 11,219 | -1.09% | -$52,169.64 | 0.37 | |
Janus Henderson Mortgage-Backed Securities ETF JMBS | $157.28M | <0.01 | 3.49M | New | +$157.28M | 12.24 | |
SPDR Portfolio S&P 500 Value ETF SPYV | $18.54M | <0.01 | 369,990 | -21.61% | -$5.11M | 1.44 | |
iShares Russell 1000 Value ETF IWD | $676,857.00 | <0.01 | 3,779 | 0% | +$0 | 0.05 | |
SPDR S&P 500 ETF Trust SPY | $16.48M | <0.01 | 23,500 | New | +$16.48M | 1.28 | |
iShares J.P. Morgan USD Emerging Markets Bond ETF EMB | $112.47M | <0.01 | 1.25M | +4.78% | +$5.13M | 8.75 | |
| Apple Inc. AAPL | $4.6M | <0.01 | 26,812 | +0.37% | +$16,805.34 | 0.36 | |
| Merck & Co., Inc. MRK | $799,460.00 | <0.01 | 6,059 | -4.33% | -$36,153.17 | 0.06 | |
iShares Russell 1000 ETF IWB | $9.34M | <0.01 | 32,430 | -1.14% | -$107,723.22 | 0.73 | |
SPDR S&P 600 Small Cap Value ETF SLYV | $1.57M | <0.01 | 18,970 | +19.47% | +$256,541.30 | 0.12 | |
iShares MSCI Emerging Markets ETF EEM | $4.67M | <0.01 | 21,700 | New | +$4.67M | 0.36 | |
iShares Core S&P 500 ETF IVV | $1.04M | <0.01 | 1,972 | -6.09% | -$67,300.02 | 0.08 | |
Schwab U.S. Large-Cap ETF SCHX | $1.48M | <0.01 | 23,814 | -26.7% | -$538,246.44 | 0.12 | |
WisdomTree Japan Hedged Equity Fund DXJ | $3.7M | <0.01 | 34,084 | +11.63% | +$385,282.88 | 0.29 | |
| Meta Platforms, Inc. META | $911,919.00 | <0.01 | 1,878 | +29.43% | +$207,342.61 | 0.07 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $1.94M | <0.01 | 16,835 | 0% | +$0 | 0.15 | |
Schwab Short-Term U.S. Treasury ETF SCHO | $4.46M | <0.01 | 92,605 | -2.92% | -$134,313.54 | 0.35 | |
WisdomTree U.S. Quality Dividend Growth Fund DGRW | $546.07M | <0.01 | 7.17M | -0.1% | -$559,158.41 | 42.48 | |
| Mastercard Incorporated MA | $1.34M | <0.01 | 2,778 | +0.51% | +$6,742.87 | 0.1 | |
iShares S&P Mid-Cap 400 Value ETF IJJ | $1.84M | <0.01 | 15,517 | +20.36% | +$310,510.25 | 0.14 | |
Schwab Emerging Markets Equity ETF SCHE | $1.5M | <0.01 | 59,360 | -87.03% | -$10.06M | 0.12 | |
| Eli Lilly and Company LLY | $899,161.00 | <0.01 | 1,156 | -3.83% | -$35,779.76 | 0.07 | |
iShares Core S&P Mid-Cap ETF IJH | $778,016.00 | <0.01 | 12,809 | +401.13% | +$622,765.09 | 0.06 | |
| The Procter & Gamble Company PG | $925,150.00 | <0.01 | 5,702 | +0.07% | +$649.00 | 0.07 | |
Energy Select Sector SPDR Fund XLE | $304.52M | <0.01 | 3.25M | +3.2% | +$9.44M | 23.69 | |
iShares Core MSCI Emerging Markets ETF IEMG | $6.36M | <0.01 | 123,245 | -94.77% | -$115.14M | 0.5 | |
| PepsiCo, Inc. PEP | $856,849.00 | <0.01 | 4,896 | -0.99% | -$8,575.49 | 0.07 | |
| The Coca-Cola Company KO | $938,440.00 | <0.01 | 15,339 | +13.27% | +$109,940.46 | 0.07 | |
Vanguard Mortgage-Backed Securities Index Fund VMBS | $14.4M | <0.01 | 315,702 | -75.38% | -$44.1M | 1.12 | |
iShares Gold Trust IAU | $1.09M | <0.01 | 25,958 | -5.07% | -$58,267.89 | 0.09 |