Berkshire Hathaway Inc BRK.B | $9.3M | 1.54 | 22,119 | +0.28% | +$26,072.24 | 0.83 | |
| Arthur J. Gallagher & Co. AJG | $16.23M | 0.03 | 64,893 | -0.34% | -$54,508.72 | 1.45 | |
| PACCAR Inc PCAR | $13.06M | 0.02 | 105,446 | +0.44% | +$57,608.78 | 1.17 | |
| Fortinet, Inc. FTNT | $6.03M | 0.01 | 88,257 | -1.64% | -$100,688.95 | 0.54 | |
| The Travelers Companies, Inc. TRV | $5.14M | 0.01 | 22,352 | New | +$5.14M | 0.46 | |
| Costco Wholesale Corporation COST | $22.4M | 0.01 | 30,572 | -3.7% | -$860,117.28 | 2 | |
| NIKE, Inc. NKE | $6.89M | 0.01 | 73,338 | -4.47% | -$322,163.34 | 0.61 | |
| Starbucks Corporation SBUX | $5.15M | 0.01 | 56,304 | +1.79% | +$90,659.05 | 0.46 | |
| Microsoft Corporation MSFT | $138.38M | <0.01 | 328,914 | +0.32% | +$437,128.62 | 12.34 | |
| Lam Research Corporation LRCX | $5.64M | <0.01 | 5,806 | -0.58% | -$33,033.64 | 0.5 | |
| Uber Technologies, Inc. UBER | $5.02M | <0.01 | 65,189 | -7.31% | -$396,036.63 | 0.45 | |
| Amgen Inc. AMGN | $5.1M | <0.01 | 17,950 | +2.61% | +$129,935.39 | 0.46 | |
| Amazon.com, Inc. AMZN | $32.9M | <0.01 | 182,420 | +1.89% | +$609,684.41 | 2.93 | |
| The Home Depot, Inc. HD | $7.04M | <0.01 | 18,348 | +1.09% | +$75,954.38 | 0.63 | |
| Johnson & Johnson JNJ | $7.17M | <0.01 | 45,296 | +9.71% | +$633,871.91 | 0.64 | |
| UnitedHealth Group Incorporated UNH | $5.81M | <0.01 | 11,751 | -0.03% | -$1,978.73 | 0.52 | |
| NVIDIA Corporation NVDA | $33.14M | <0.01 | 36,673 | -4.11% | -$1.42M | 2.95 | |
| Meta Platforms, Inc. META | $12.6M | <0.01 | 25,944 | -1.61% | -$206,374.14 | 1.12 | |
Alphabet Inc. GOOGL | $17.45M | <0.01 | 115,605 | +1.23% | +$211,452.93 | 1.56 | |
| Alphabet Inc. GOOG | $9.53M | <0.01 | 62,575 | 0% | +$0 | 0.85 | |
| Apple Inc. AAPL | $36.51M | <0.01 | 212,886 | -1.79% | -$667,230.21 | 3.25 | |
| JPMorgan Chase & Co. JPM | $8.06M | <0.01 | 40,234 | -0.76% | -$61,892.59 | 0.72 | |
| Visa Inc. V | $7.11M | <0.01 | 25,459 | -5.21% | -$390,709.98 | 0.63 | |
WisdomTree Floating Rate Treasury Fund USFR | $17.99M | <0.01 | 357,714 | +3.29% | +$572,098.88 | 1.6 | |
iShares Core S&P Small-Cap ETF IJR | $15.45M | <0.01 | 139,753 | +35.36% | +$4.03M | 1.38 | |
Vanguard Emerging Markets Stock Index Fund VWO | $6.7M | <0.01 | 160,285 | +4.38% | +$280,944.33 | 0.6 | |
Vanguard Total Bond Market Index Fund BND | $11.35M | <0.01 | 156,260 | +144.84% | +$6.71M | 1.01 | |
iShares Core S&P Mid-Cap ETF IJH | $29.57M | <0.01 | 486,776 | +463.29% | +$24.32M | 2.64 | |
Vanguard Large Cap Index Fund VV | $19.33M | <0.01 | 80,611 | +486.43% | +$16.03M | 1.72 | |
Vanguard Growth Index Fund VUG | $12.22M | <0.01 | 35,489 | +0.76% | +$92,590.88 | 1.09 | |
Goldman Sachs Access Ultra Short Bond ETF GSST | $4.9M | <0.01 | 97,290 | -7.36% | -$389,093.17 | 0.44 | |
Vanguard Total Stock Market Index Fund VTI | $11.34M | <0.01 | 43,626 | +2.09% | +$232,610.74 | 1.01 | |
SPDR S&P 500 ETF Trust SPY | $12.41M | <0.01 | 23,732 | +5.57% | +$654,357.24 | 1.11 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $5.78M | <0.01 | 114,311 | +12.21% | +$629,514.64 | 0.52 | |
SPDR Portfolio Developed World ex-US ETF SPDW | $33.7M | <0.01 | 940,249 | +1.43% | +$474,808.54 | 3 | |
iShares Core U.S. Aggregate Bond ETF AGG | $35.45M | <0.01 | 361,924 | +15.29% | +$4.7M | 3.16 | |
Vanguard Mid Cap Index Fund VO | $6.07M | <0.01 | 24,293 | +13.5% | +$722,086.72 | 0.54 | |
SPDR Portfolio Aggregate Bond ETF SPAB | $24.74M | <0.01 | 978,810 | +9.22% | +$2.09M | 2.21 | |
JPMorgan Ultra-Short Income ETF JPST | $6.41M | <0.01 | 126,996 | -2.43% | -$159,270.67 | 0.57 | |
Vanguard Information Technology Index Fund VGT | $7.34M | <0.01 | 14,007 | +9.34% | +$627,654.18 | 0.66 | |
Schwab U.S. Large-Cap ETF SCHX | $26.55M | <0.01 | 427,759 | -1.53% | -$412,513.09 | 2.37 | |
Vanguard Developed Markets Index Fund VEA | $11.69M | <0.01 | 233,050 | +212.01% | +$7.94M | 1.04 | |
iShares MSCI EAFE ETF EFA | $6.75M | <0.01 | 84,471 | -2.42% | -$167,306.43 | 0.6 | |
Schwab International Equity ETF SCHF | $13.39M | <0.01 | 343,067 | -0.74% | -$99,540.11 | 1.19 | |
Vanguard Small Cap Index Fund VB | $14.57M | <0.01 | 63,755 | +1.02% | +$147,670.22 | 1.3 | |
WisdomTree U.S. LargeCap Dividend Fund DLN | $16.2M | <0.01 | 224,351 | +7.43% | +$1.12M | 1.44 | |
iShares Russell Mid-Cap ETF IWR | $14.71M | <0.01 | 174,938 | +1.33% | +$192,650.49 | 1.31 | |
Invesco QQQ Trust QQQ | $9.39M | <0.01 | 21,144 | +6.13% | +$542,571.18 | 0.84 | |
iShares Core S&P 500 ETF IVV | $46.08M | <0.01 | 87,658 | +11.91% | +$4.91M | 4.11 | |
Technology Select Sector SPDR Fund XLK | $17.05M | <0.01 | 81,859 | +4.17% | +$683,124.56 | 1.52 |