Berkshire Hathaway Inc BRK.B | $31.86M | 5.27 | 75,754 | +1.37% | +$430,614.56 | 0.87 | |
| Corcept Therapeutics Incorporated CORT | $96.12M | 3.67 | 3.82M | +1.26% | +$1.19M | 2.62 | |
| CVB Financial Corp. CVBF | $52.59M | 2.11 | 2.95M | 0% | +$0 | 1.44 | |
| Palantir Technologies Inc. PLTR | $14.4M | 0.03 | 625,714 | -4.99% | -$756,775.67 | 0.39 | |
| Uber Technologies, Inc. UBER | $20.43M | 0.01 | 265,307 | +2.97% | +$588,742.21 | 0.56 | |
| Intuitive Surgical, Inc. ISRG | $14.28M | 0.01 | 35,793 | +1.64% | +$230,273.36 | 0.39 | |
| Costco Wholesale Corporation COST | $33.85M | 0.01 | 46,202 | +0.6% | +$202,207.71 | 0.92 | |
| Accenture plc ACN | $20.04M | 0.01 | 57,812 | +1.31% | +$258,571.21 | 0.55 | |
| Thermo Fisher Scientific Inc. TMO | $18.2M | 0.01 | 31,314 | +5.3% | +$916,573.51 | 0.5 | |
| Adobe Inc. ADBE | $17.21M | 0.01 | 34,102 | -4.16% | -$746,811.59 | 0.47 | |
| Intuit Inc. INTU | $15.02M | 0.01 | 23,102 | -1.3% | -$198,249.10 | 0.41 | |
| Salesforce, Inc. CRM | $19.83M | 0.01 | 65,829 | -0.47% | -$92,763.49 | 0.54 | |
| AbbVie Inc. ABBV | $20.29M | 0.01 | 111,447 | +0.94% | +$189,930.47 | 0.55 | |
| Chevron Corporation CVX | $17.83M | 0.01 | 113,047 | +0.17% | +$30,286.09 | 0.49 | |
| Mastercard Incorporated MA | $20.21M | 0.01 | 41,963 | +0.72% | +$145,433.10 | 0.55 | |
| Apple Inc. AAPL | $133.78M | 0.01 | 780,142 | +2.94% | +$3.82M | 3.65 | |
| JPMorgan Chase & Co. JPM | $25.19M | <0.01 | 125,771 | +2.29% | +$565,047.46 | 0.69 | |
| Visa Inc. V | $19.9M | <0.01 | 71,310 | +4.11% | +$784,775.73 | 0.54 | |
| NVIDIA Corporation NVDA | $96.5M | <0.01 | 106,795 | -1.96% | -$1.93M | 2.64 | |
| UnitedHealth Group Incorporated UNH | $17.5M | <0.01 | 35,383 | -0.36% | -$63,322.06 | 0.48 | |
| Amazon.com, Inc. AMZN | $61.42M | <0.01 | 340,496 | +3.09% | +$1.84M | 1.68 | |
| Meta Platforms, Inc. META | $28.29M | <0.01 | 58,270 | +7.88% | +$2.07M | 0.77 | |
| Eli Lilly and Company LLY | $18.47M | <0.01 | 23,746 | +2.5% | +$451,214.53 | 0.5 | |
Alphabet Inc. GOOGL | $40.78M | <0.01 | 270,181 | +4.48% | +$1.75M | 1.11 | |
| Alphabet Inc. GOOG | $44.79M | <0.01 | 294,193 | +1.12% | +$497,433.86 | 1.22 | |
| Microsoft Corporation MSFT | $71.98M | <0.01 | 171,088 | +5.02% | +$3.44M | 1.97 | |
iShares Core MSCI Emerging Markets ETF IEMG | $17.63M | <0.01 | 341,759 | -2.8% | -$508,104.99 | 0.48 | |
Vanguard Large Cap Index Fund VV | $54.5M | <0.01 | 227,315 | -1.69% | -$933,865.66 | 1.49 | |
iShares Core MSCI EAFE ETF IEFA | $55.02M | <0.01 | 741,363 | +2.69% | +$1.44M | 1.5 | |
Vanguard Value Index Fund VTV | $18.03M | <0.01 | 110,705 | +0.25% | +$44,786.45 | 0.49 | |
iShares International Select Dividend ETF IDV | $17.08M | <0.01 | 609,166 | -5.66% | -$1.02M | 0.47 | |
SPDR S&P 500 ETF Trust SPY | $17.92M | <0.01 | 34,254 | -4.75% | -$892,870.29 | 0.49 | |
Vanguard Total Stock Market Index Fund VTI | $40.69M | <0.01 | 156,555 | -1.37% | -$566,843.29 | 1.11 | |
SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM | $17.51M | <0.01 | 272,941 | -4.11% | -$750,363.06 | 0.48 | |
iShares Core U.S. Aggregate Bond ETF AGG | $59.52M | <0.01 | 607,757 | +57.11% | +$21.64M | 1.63 | |
Vanguard 500 Index Fund VOO | $14.86M | <0.01 | 30,912 | +2.04% | +$296,589.20 | 0.41 | |
Schwab U.S. Dividend Equity ETF SCHD | $19.13M | <0.01 | 237,313 | -7.02% | -$1.45M | 0.52 | |
Janus Henderson Mortgage-Backed Securities ETF JMBS | $15.28M | <0.01 | 338,790 | New | +$15.28M | 0.42 | |
Vanguard Mid Cap Index Fund VO | $15.09M | <0.01 | 60,408 | -3.59% | -$561,436.88 | 0.41 | |
iShares MSCI Emerging Markets ex China ETF EMXC | $17.45M | <0.01 | 303,178 | -17.66% | -$3.74M | 0.48 | |
Invesco S&P 500 Equal Weight ETF RSP | $59.73M | <0.01 | 352,641 | +849.24% | +$53.43M | 1.63 | |
iShares Global Tech ETF IXN | $19.08M | <0.01 | 255,023 | +0.96% | +$182,312.29 | 0.52 | |
Vanguard Developed Markets Index Fund VEA | $23.32M | <0.01 | 464,758 | -1.61% | -$380,539.22 | 0.64 | |
iShares MSCI EAFE ETF EFA | $17.02M | <0.01 | 213,147 | +1.28% | +$214,743.76 | 0.47 | |
iShares MSCI USA Quality Factor ETF QUAL | $88.4M | <0.01 | 537,889 | +1.27% | +$1.11M | 2.41 | |
iShares Core S&P 500 ETF IVV | $255.75M | <0.01 | 486,474 | +3.37% | +$8.34M | 6.98 | |
Vanguard Intermediate-Term Corporate Bond Index Fund VCIT | $18.16M | <0.01 | 225,573 | +2.1% | +$373,244.56 | 0.5 | |
Invesco QQQ Trust QQQ | $20.56M | <0.01 | 46,299 | +4.23% | +$834,738.84 | 0.56 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $349.97M | <0.01 | 3.04M | -11.57% | -$45.8M | 9.56 | |
Vanguard Small Cap Index Fund VB | $40.69M | <0.01 | 177,990 | +0.8% | +$324,139.87 | 1.11 |