Berkshire Hathaway Inc BRK.B | $10.46M | 1.73 | 24,881 | +4.02% | +$404,540.23 | 0.79 | |
Biohaven Pharmaceutical Holding Company Ltd. BHVN | $4.04M | 0.08 | 73,897 | -1.43% | -$58,572.99 | 0.3 | |
| BJ's Wholesale Club Holdings, Inc. BJ | $6.26M | 0.06 | 82,801 | New | +$6.26M | 0.47 | |
| Hubbell Incorporated HUBB | $10.7M | 0.05 | 25,778 | +0.25% | +$26,563.65 | 0.8 | |
| Bank of America Corporation BAC | $16.43M | 0.01 | 433,303 | -3.16% | -$535,847.30 | 1.24 | |
| Morgan Stanley MS | $4.37M | <0.01 | 46,428 | +1.41% | +$60,733.15 | 0.33 | |
| Apple Inc. AAPL | $39.3M | <0.01 | 229,210 | +4.83% | +$1.81M | 2.96 | |
| Netflix, Inc. NFLX | $3.92M | <0.01 | 6,461 | +15.13% | +$515,623.15 | 0.3 | |
Berkshire Hathaway Inc BRK.A | $11.42M | <0.01 | 18 | 0% | +$0 | 0.86 | |
| Microsoft Corporation MSFT | $19.53M | <0.01 | 46,416 | +21.04% | +$3.39M | 1.47 | |
| Meta Platforms, Inc. META | $10.93M | <0.01 | 22,506 | +13.81% | +$1.33M | 0.82 | |
| Amazon.com, Inc. AMZN | $21.57M | <0.01 | 119,596 | +15.85% | +$2.95M | 1.62 | |
| JPMorgan Chase & Co. JPM | $4.25M | <0.01 | 21,213 | +23% | +$794,572.54 | 0.32 | |
SPDR S&P Dividend ETF SDY | $4.69M | <0.01 | 35,761 | -9.07% | -$468,001.98 | 0.35 | |
iShares Russell Mid-Cap ETF IWR | $7.66M | <0.01 | 91,099 | +3.39% | +$251,345.05 | 0.58 | |
Vanguard Total World Stock Index Fund VT | $35.45M | <0.01 | 320,824 | +12.99% | +$4.08M | 2.67 | |
Schwab U.S. Dividend Equity ETF SCHD | $3.61M | <0.01 | 44,752 | -18.95% | -$843,389.86 | 0.27 | |
iShares Russell 2000 Growth ETF IWO | $4.43M | <0.01 | 16,369 | -0.78% | -$34,662.34 | 0.33 | |
Vanguard 500 Index Fund VOO | $33.79M | <0.01 | 70,293 | +621.4% | +$29.11M | 2.54 | |
Alphabet Inc. GOOGL | $6.81M | <0.01 | 45,091 | +29.01% | +$1.53M | 0.51 | |
iShares MSCI USA Quality Factor ETF QUAL | $5.55M | <0.01 | 33,776 | +0.16% | +$9,039.16 | 0.42 | |
iShares Russell 1000 Growth ETF IWF | $88.25M | <0.01 | 261,829 | +12.12% | +$9.54M | 6.64 | |
iShares MSCI USA Value Factor ETF VLUE | $3.74M | <0.01 | 34,521 | -21.82% | -$1.04M | 0.28 | |
| Alphabet Inc. GOOG | $4.98M | <0.01 | 32,738 | -0.27% | -$13,398.88 | 0.38 | |
| NVIDIA Corporation NVDA | $9M | <0.01 | 9,957 | +39.24% | +$2.54M | 0.68 | |
iShares Russell 1000 Value ETF IWD | $35.97M | <0.01 | 200,835 | -0.24% | -$87,405.53 | 2.71 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $5.15M | <0.01 | 87,882 | -4.32% | -$232,897.92 | 0.39 | |
Vanguard High Dividend Yield Index Fund VYM | $3.94M | <0.01 | 32,526 | -0.01% | -$483.96 | 0.3 | |
iShares S&P 500 Growth ETF IVW | $8.26M | <0.01 | 97,782 | +3.19% | +$254,925.16 | 0.62 | |
Vanguard Developed Markets Index Fund VEA | $17.12M | <0.01 | 341,336 | +2.59% | +$432,465.22 | 1.29 | |
Vanguard Extended Market Index Fund VXF | $3.64M | <0.01 | 20,750 | -7.74% | -$304,963.64 | 0.27 | |
iShares Core S&P 500 ETF IVV | $49.24M | <0.01 | 93,657 | +32.53% | +$12.09M | 3.7 | |
Vanguard Small Cap Index Fund VB | $4.44M | <0.01 | 19,419 | +0.27% | +$11,886.62 | 0.33 | |
Vanguard Emerging Markets Stock Index Fund VWO | $6.54M | <0.01 | 156,532 | -30.37% | -$2.85M | 0.49 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $63.98M | <0.01 | 554,930 | -0.12% | -$75,175.58 | 4.81 | |
SPDR Portfolio S&P 500 Value ETF SPYV | $97.22M | <0.01 | 1.94M | +1.19% | +$1.14M | 7.31 | |
Vanguard Growth Index Fund VUG | $85.98M | <0.01 | 249,785 | +15.15% | +$11.31M | 6.46 | |
iShares Core S&P Mid-Cap ETF IJH | $12.22M | <0.01 | 201,186 | +381.63% | +$9.68M | 0.92 | |
SPDR S&P 500 ETF Trust SPY | $139.44M | <0.01 | 266,578 | +2.21% | +$3.01M | 10.48 | |
JPMorgan Ultra-Short Income ETF JPST | $14.04M | <0.01 | 278,248 | -4.45% | -$653,276.28 | 1.06 | |
Vanguard Value Index Fund VTV | $73.06M | <0.01 | 448,614 | +18.19% | +$11.24M | 5.49 | |
iShares Core MSCI Emerging Markets ETF IEMG | $5.01M | <0.01 | 97,119 | -13.75% | -$798,871.45 | 0.38 | |
SPDR Portfolio Developed World ex-US ETF SPDW | $4.27M | <0.01 | 119,266 | -28.01% | -$1.66M | 0.32 | |
Vanguard Total Stock Market Index Fund VTI | $20.82M | <0.01 | 80,099 | -12.57% | -$2.99M | 1.57 | |
iShares Core MSCI EAFE ETF IEFA | $9.9M | <0.01 | 133,339 | -15.99% | -$1.88M | 0.74 | |
iShares Short Treasury Bond ETF SHV | $20.75M | <0.01 | 187,679 | -0.87% | -$181,285.60 | 1.56 | |
iShares Core U.S. Aggregate Bond ETF AGG | $3.91M | <0.01 | 39,960 | -37.85% | -$2.38M | 0.29 | |
iShares Russell 3000 ETF IWV | $3.65M | <0.01 | 12,161 | +3.06% | +$108,329.92 | 0.27 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $6.38M | <0.01 | 126,048 | +0.8% | +$50,397.67 | 0.48 | |
iShares Ultra Short-Term Bond ETF ICSH | $14.58M | <0.01 | 288,415 | -4.98% | -$763,912.22 | 1.1 |