Berkshire Hathaway Inc BRK.B | $9.97M | 1.65 | 23,714 | +10.78% | +$970,573.86 | 0.53 | |
| Mission Produce, Inc. AVO | $12.14M | 1.44 | 1.02M | -8.74% | -$1.16M | 0.64 | |
| eXp World Holdings, Inc. EXPI | $14.74M | 0.92 | 1.43M | -0.1% | -$14,606.62 | 0.78 | |
| United Rentals, Inc. URI | $12.88M | 0.03 | 17,857 | -8.58% | -$1.21M | 0.68 | |
| Palo Alto Networks, Inc. PANW | $17.04M | 0.02 | 59,957 | +64.73% | +$6.69M | 0.9 | |
| Super Micro Computer, Inc. SMCI | $9.75M | 0.02 | 9,654 | -64.02% | -$17.35M | 0.51 | |
| Caterpillar Inc. CAT | $17.28M | 0.01 | 47,166 | +1.08% | +$184,313.57 | 0.91 | |
| International Business Machines Corporation IBM | $8.65M | 0.01 | 45,306 | -0.13% | -$11,075.57 | 0.46 | |
| Chevron Corporation CVX | $10.39M | <0.01 | 65,861 | +39.59% | +$2.95M | 0.55 | |
| Costco Wholesale Corporation COST | $12.05M | <0.01 | 16,452 | +9.85% | +$1.08M | 0.64 | |
| NVIDIA Corporation NVDA | $60.54M | <0.01 | 66,998 | -3.91% | -$2.46M | 3.19 | |
| The Home Depot, Inc. HD | $11.38M | <0.01 | 29,655 | -0.6% | -$68,665.04 | 0.6 | |
| JPMorgan Chase & Co. JPM | $15.67M | <0.01 | 78,209 | -2.85% | -$459,891.48 | 0.83 | |
| UnitedHealth Group Incorporated UNH | $9.3M | <0.01 | 18,806 | +40.22% | +$2.67M | 0.49 | |
| Tesla, Inc. TSLA | $8.83M | <0.01 | 50,249 | -0.06% | -$4,922.08 | 0.47 | |
| Broadcom Inc. AVGO | $11.52M | <0.01 | 8,688 | +0.36% | +$41,088.27 | 0.61 | |
| Apple Inc. AAPL | $41.3M | <0.01 | 240,860 | -5.35% | -$2.33M | 2.18 | |
| Visa Inc. V | $11.13M | <0.01 | 39,868 | +4.73% | +$502,899.56 | 0.59 | |
| Microsoft Corporation MSFT | $38.23M | <0.01 | 90,859 | +8.61% | +$3.03M | 2.01 | |
| Amazon.com, Inc. AMZN | $26.01M | <0.01 | 144,179 | -1.99% | -$528,512.91 | 1.37 | |
| Meta Platforms, Inc. META | $11.44M | <0.01 | 23,569 | +0.59% | +$67,496.66 | 0.6 | |
Alphabet Inc. GOOGL | $20.09M | <0.01 | 133,139 | -20.56% | -$5.2M | 1.06 | |
| Eli Lilly and Company LLY | $8.86M | <0.01 | 11,390 | -3.31% | -$303,409.25 | 0.47 | |
iShares Russell 2000 ETF IWM | $10.12M | <0.01 | 48,134 | +0.1% | +$9,673.88 | 0.53 | |
Invesco QQQ Trust QQQ | $28.66M | <0.01 | 64,556 | +15.07% | +$3.75M | 1.51 | |
Technology Select Sector SPDR Fund XLK | $13.73M | <0.01 | 65,903 | +14.51% | +$1.74M | 0.72 | |
iShares Core S&P 500 ETF IVV | $88.78M | <0.01 | 168,866 | +12.62% | +$9.95M | 4.68 | |
Energy Select Sector SPDR Fund XLE | $10.52M | <0.01 | 111,427 | +37.14% | +$2.85M | 0.55 | |
iShares Core S&P Mid-Cap ETF IJH | $36.15M | <0.01 | 595,186 | +340.61% | +$27.95M | 1.9 | |
SPDR Bloomberg 1-3 Month T-Bill ETF BIL | $9.91M | <0.01 | 107,900 | -10.58% | -$1.17M | 0.52 | |
Vanguard International High Dividend Yield Fund VYMI | $10.4M | <0.01 | 151,094 | +4.34% | +$432,064.03 | 0.55 | |
iShares Core MSCI EAFE ETF IEFA | $18.33M | <0.01 | 246,932 | +1.52% | +$274,020.61 | 0.97 | |
Cambria Shareholder Yield ETF SYLD | $10.55M | <0.01 | 143,992 | +72.37% | +$4.43M | 0.56 | |
iShares National Muni Bond ETF MUB | $10.68M | <0.01 | 99,276 | +51.7% | +$3.64M | 0.56 | |
Vanguard High Dividend Yield Index Fund VYM | $15.21M | <0.01 | 125,739 | -24.68% | -$4.98M | 0.8 | |
iShares Short-Term National Muni Bond ETF SUB | $10.5M | <0.01 | 100,240 | +3.65% | +$369,907.38 | 0.55 | |
Vanguard Emerging Markets Stock Index Fund VWO | $9.56M | <0.01 | 228,860 | +0.63% | +$60,190.50 | 0.5 | |
SPDR S&P 500 ETF Trust SPY | $70.92M | <0.01 | 135,592 | +17.24% | +$10.43M | 3.74 | |
Vanguard Total Stock Market Index Fund VTI | $11.3M | <0.01 | 43,466 | +3.02% | +$330,850.05 | 0.6 | |
iShares Core U.S. Aggregate Bond ETF AGG | $10.34M | <0.01 | 105,560 | -12.58% | -$1.49M | 0.55 | |
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD | $13.74M | <0.01 | 126,121 | +66% | +$5.46M | 0.72 | |
Vanguard 500 Index Fund VOO | $19.77M | <0.01 | 41,134 | +17.99% | +$3.01M | 1.04 | |
iShares 1-3 Year Treasury Bond ETF SHY | $8.58M | <0.01 | 104,868 | -19.87% | -$2.13M | 0.45 | |
Vanguard Dividend Appreciation Index Fund VIG | $14.44M | <0.01 | 79,060 | +7.3% | +$982,071.23 | 0.76 | |
iShares Core Dividend Growth ETF DGRO | $14.49M | <0.01 | 249,580 | +135.65% | +$8.34M | 0.76 | |
Schwab U.S. Large-Cap Value ETF SCHV | $12.36M | <0.01 | 162,612 | -7.88% | -$1.06M | 0.65 | |
Vanguard Developed Markets Index Fund VEA | $8.78M | <0.01 | 175,006 | -1.32% | -$117,447.66 | 0.46 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $9.23M | <0.01 | 99,567 | +2.93% | +$262,490.85 | 0.49 | |
JPMorgan Equity Premium Income ETF JEPI | $24.3M | <0.01 | 419,943 | +15.9% | +$3.33M | 1.28 | |
Schwab U.S. Dividend Equity ETF SCHD | $24.33M | <0.01 | 301,731 | +1.51% | +$361,222.96 | 1.28 |