Berkshire Hathaway Inc BRK.B | $9.18M | 1.52 | 21,839 | -10.6% | -$1.09M | 0.68 | |
| PACCAR Inc PCAR | $286.45M | 0.44 | 2.31M | +128.3% | +$160.98M | 21.2 | |
| Denali Therapeutics Inc. DNLI | $8.05M | 0.28 | 392,218 | +3.69% | +$286,377.11 | 0.6 | |
| LiveRamp Holdings, Inc. RAMP | $3.09M | 0.14 | 89,556 | +1.54% | +$46,782.00 | 0.23 | |
| Smartsheet Inc. SMAR | $6.44M | 0.12 | 167,397 | +9.84% | +$577,192.05 | 0.48 | |
| Cincinnati Financial Corporation CINF | $11.85M | 0.06 | 95,470 | -0.21% | -$25,206.51 | 0.88 | |
| Okta, Inc. OKTA | $6.47M | 0.04 | 61,810 | +48.66% | +$2.12M | 0.48 | |
| Starbucks Corporation SBUX | $6.15M | 0.01 | 67,345 | +24.65% | +$1.22M | 0.46 | |
| Microsoft Corporation MSFT | $130.09M | <0.01 | 309,215 | +0.17% | +$227,188.52 | 9.63 | |
| Amazon.com, Inc. AMZN | $60.67M | <0.01 | 336,368 | +6.81% | +$3.87M | 4.49 | |
| Costco Wholesale Corporation COST | $6.19M | <0.01 | 8,442 | +33.89% | +$1.57M | 0.46 | |
| Netflix, Inc. NFLX | $4.44M | <0.01 | 7,306 | -5.07% | -$236,858.70 | 0.33 | |
| JPMorgan Chase & Co. JPM | $5.44M | <0.01 | 27,159 | -9.91% | -$598,702.68 | 0.4 | |
| Visa Inc. V | $4.81M | <0.01 | 17,223 | -13.65% | -$759,934.86 | 0.36 | |
| Johnson & Johnson JNJ | $3.41M | <0.01 | 21,566 | -20.2% | -$863,576.03 | 0.25 | |
| UnitedHealth Group Incorporated UNH | $3.77M | <0.01 | 7,613 | -10.6% | -$446,723.10 | 0.28 | |
| Salesforce, Inc. CRM | $3.09M | <0.01 | 10,261 | -11.86% | -$415,929.58 | 0.23 | |
| Tesla, Inc. TSLA | $6.12M | <0.01 | 34,801 | +5.31% | +$308,337.18 | 0.45 | |
| NVIDIA Corporation NVDA | $22.65M | <0.01 | 25,072 | +0.85% | +$191,553.14 | 1.68 | |
| The Home Depot, Inc. HD | $3.17M | <0.01 | 8,263 | -10.57% | -$374,777.22 | 0.24 | |
| Broadcom Inc. AVGO | $4.14M | <0.01 | 3,120 | -11.46% | -$535,465.74 | 0.31 | |
Alphabet Inc. GOOGL | $9.84M | <0.01 | 65,220 | -1.26% | -$125,422.84 | 0.73 | |
| Merck & Co., Inc. MRK | $3.4M | <0.01 | 25,773 | -11.92% | -$460,373.50 | 0.25 | |
| Meta Platforms, Inc. META | $9.01M | <0.01 | 18,548 | -5.1% | -$483,646.17 | 0.67 | |
| AbbVie Inc. ABBV | $3.12M | <0.01 | 17,158 | -9.35% | -$322,134.92 | 0.23 | |
| Mastercard Incorporated MA | $4.68M | <0.01 | 9,726 | -10.75% | -$563,918.49 | 0.35 | |
| The Procter & Gamble Company PG | $3.62M | <0.01 | 22,319 | -13.34% | -$557,653.29 | 0.27 | |
| Apple Inc. AAPL | $24.85M | <0.01 | 144,941 | -0.34% | -$84,368.49 | 1.84 | |
| Eli Lilly and Company LLY | $5M | <0.01 | 6,422 | -13.33% | -$768,624.46 | 0.37 | |
Invesco Russell 1000 Dynamic Multifactor ETF OMFL | $37.79M | <0.01 | 684,142 | -35.95% | -$21.2M | 2.8 | |
iShares Russell 1000 ETF IWB | $11.35M | <0.01 | 39,400 | 0% | +$0 | 0.84 | |
iShares Core MSCI Emerging Markets ETF IEMG | $50.35M | <0.01 | 975,831 | -5.03% | -$2.67M | 3.73 | |
Vanguard Extended Market Index Fund VXF | $3.72M | <0.01 | 21,249 | +0.36% | +$13,495.58 | 0.28 | |
iShares Short-Term National Muni Bond ETF SUB | $4.38M | <0.01 | 41,820 | -31.93% | -$2.05M | 0.32 | |
iShares Core MSCI International Developed Markets ETF IDEV | $59.25M | <0.01 | 882,687 | +17.61% | +$8.87M | 4.39 | |
Vanguard Emerging Markets Stock Index Fund VWO | $6.05M | <0.01 | 144,755 | -2.32% | -$143,855.87 | 0.45 | |
SPDR S&P 500 ETF Trust SPY | $19.22M | <0.01 | 36,737 | -23.29% | -$5.84M | 1.42 | |
iShares National Muni Bond ETF MUB | $8.33M | <0.01 | 77,372 | -17.48% | -$1.76M | 0.62 | |
Vanguard Large Cap Index Fund VV | $5.93M | <0.01 | 24,717 | +0.02% | +$1,198.79 | 0.44 | |
Vanguard Growth Index Fund VUG | $11.76M | <0.01 | 34,175 | +5.56% | +$619,562.69 | 0.87 | |
| Alphabet Inc. GOOG | $9.34M | <0.01 | 61,315 | -3.45% | -$333,906.18 | 0.69 | |
Vanguard Value Index Fund VTV | $4.43M | <0.01 | 27,172 | +<0.01% | +$325.73 | 0.33 | |
Hartford Multifactor Developed Markets (ex-US) ETF RODM | $9.38M | <0.01 | 334,857 | -47.45% | -$8.47M | 0.69 | |
iShares MSCI ACWI ETF ACWI | $4.87M | <0.01 | 44,248 | +3.31% | +$156,275.55 | 0.36 | |
Schwab Fundamental International Small Company Index ETF FNDC | $10.29M | <0.01 | 290,124 | -30.29% | -$4.47M | 0.76 | |
Vanguard Total Stock Market Index Fund VTI | $54.47M | <0.01 | 209,578 | +18.04% | +$8.32M | 4.03 | |
Vanguard 500 Index Fund VOO | $72.64M | <0.01 | 151,115 | +22.59% | +$13.38M | 5.38 | |
iShares ESG Aware MSCI EAFE ETF ESGD | $6.41M | <0.01 | 80,263 | -1.45% | -$94,214.21 | 0.48 | |
Vanguard Developed Markets Index Fund VEA | $25.8M | <0.01 | 514,316 | +19.41% | +$4.19M | 1.91 | |
Dimensional US High Profitability ETF DUHP | $19.23M | <0.01 | 608,287 | +1,572.22% | +$18.08M | 1.42 |