Berkshire Hathaway Inc BRK.B | $14.97M | 2.48 | 35,610 | +4.42% | +$633,731.50 | 0.54 | |
| Old Republic International Corporation ORI | $18.15M | 0.22 | 590,741 | +2.35% | +$415,856.35 | 0.66 | |
| EMCOR Group, Inc. EME | $7.41M | 0.05 | 21,159 | -0.74% | -$54,980.67 | 0.27 | |
| Builders FirstSource, Inc. BLDR | $8.66M | 0.03 | 41,544 | -0.83% | -$72,783.95 | 0.31 | |
| Fair Isaac Corporation FICO | $7.51M | 0.02 | 6,010 | -6.63% | -$533,583.46 | 0.27 | |
| The Travelers Companies, Inc. TRV | $7.43M | 0.01 | 32,278 | +0.89% | +$65,128.97 | 0.27 | |
| McKesson Corporation MCK | $7.71M | 0.01 | 14,358 | -0.24% | -$18,789.13 | 0.28 | |
| Adobe Inc. ADBE | $9.28M | <0.01 | 18,395 | -0.48% | -$44,404.80 | 0.34 | |
Novartis AG NVS | $9.1M | <0.01 | 94,041 | +31.52% | +$2.18M | 0.33 | |
| Costco Wholesale Corporation COST | $12.46M | <0.01 | 17,011 | +2.79% | +$338,471.67 | 0.45 | |
| The Home Depot, Inc. HD | $9.6M | <0.01 | 25,029 | +3.17% | +$294,608.01 | 0.35 | |
| The Procter & Gamble Company PG | $12.08M | <0.01 | 74,470 | +3.91% | +$454,460.84 | 0.44 | |
| Visa Inc. V | $16.73M | <0.01 | 59,961 | +1.42% | +$233,591.87 | 0.61 | |
| JPMorgan Chase & Co. JPM | $14.41M | <0.01 | 71,921 | +7.71% | +$1.03M | 0.52 | |
| Oracle Corporation ORCL | $10.6M | <0.01 | 84,397 | +0.53% | +$56,022.19 | 0.38 | |
| Apple Inc. AAPL | $76.81M | <0.01 | 447,941 | +1.84% | +$1.39M | 2.78 | |
Novo Nordisk A/S NVO | $13.97M | <0.01 | 108,807 | +28.74% | +$3.12M | 0.51 | |
| Microsoft Corporation MSFT | $59.23M | <0.01 | 140,785 | +8.98% | +$4.88M | 2.14 | |
| Walmart Inc. WMT | $11.24M | <0.01 | 186,880 | +209.02% | +$7.61M | 0.41 | |
| Broadcom Inc. AVGO | $9.9M | <0.01 | 7,470 | +6.79% | +$629,543.76 | 0.36 | |
| Amazon.com, Inc. AMZN | $34.07M | <0.01 | 188,905 | +5.15% | +$1.67M | 1.23 | |
| Mastercard Incorporated MA | $8.36M | <0.01 | 17,367 | +2.61% | +$212,856.28 | 0.3 | |
| Eli Lilly and Company LLY | $18.11M | <0.01 | 23,284 | +0.88% | +$157,146.65 | 0.66 | |
| AbbVie Inc. ABBV | $7.14M | <0.01 | 39,188 | +7.75% | +$512,973.99 | 0.26 | |
| UnitedHealth Group Incorporated UNH | $7.87M | <0.01 | 15,911 | -5.66% | -$472,437.20 | 0.29 | |
| Exxon Mobil Corporation XOM | $7.63M | <0.01 | 65,677 | +2.94% | +$218,064.83 | 0.28 | |
| Meta Platforms, Inc. META | $14.25M | <0.01 | 29,345 | +1.75% | +$244,735.43 | 0.52 | |
Alphabet Inc. GOOGL | $20.6M | <0.01 | 136,495 | -2.55% | -$539,422.63 | 0.75 | |
| Alphabet Inc. GOOG | $15.46M | <0.01 | 101,513 | +2.12% | +$321,419.40 | 0.56 | |
Taiwan Semiconductor Manufacturing Company Limited TSM | $8.92M | <0.01 | 65,584 | +14.47% | +$1.13M | 0.32 | |
| NVIDIA Corporation NVDA | $31.71M | <0.01 | 35,091 | -1.75% | -$564,731.68 | 1.15 | |
iShares Core MSCI Emerging Markets ETF IEMG | $23.11M | <0.01 | 447,860 | -0.03% | -$7,224.01 | 0.84 | |
iShares 0-5 Year TIPS Bond ETF STIP | $136.82M | <0.01 | 1.38M | +9.29% | +$11.63M | 4.95 | |
Vanguard Total Bond Market Index Fund BND | $74.64M | <0.01 | 1.03M | +5,135.15% | +$73.21M | 2.7 | |
iShares Core MSCI EAFE ETF IEFA | $81.31M | <0.01 | 1.1M | +1.69% | +$1.35M | 2.94 | |
SPDR S&P 500 ETF Trust SPY | $91.32M | <0.01 | 174,584 | +2.82% | +$2.5M | 3.3 | |
iShares 7-10 Year Treasury Bond ETF IEF | $10.48M | <0.01 | 110,715 | New | +$10.48M | 0.38 | |
iShares 0-5 Year High Yield Corporate Bond ETF SHYG | $7.38M | <0.01 | 173,551 | New | +$7.38M | 0.27 | |
Vanguard Total Stock Market Index Fund VTI | $212.05M | <0.01 | 815,898 | -0.33% | -$696,531.84 | 7.67 | |
iShares 1-3 Year Treasury Bond ETF SHY | $7.38M | <0.01 | 90,193 | -7.22% | -$573,848.97 | 0.27 | |
Vanguard U.S. Momentum Factor ETF VFMO | $63.74M | <0.01 | 421,309 | +0.13% | +$80,178.44 | 2.31 | |
Invesco QQQ Trust QQQ | $179.26M | <0.01 | 403,731 | +3.19% | +$5.54M | 6.48 | |
iShares Core U.S. Aggregate Bond ETF AGG | $76.13M | <0.01 | 777,265 | +134.43% | +$43.65M | 2.75 | |
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD | $24.77M | <0.01 | 227,459 | New | +$24.77M | 0.9 | |
Vanguard Developed Markets Index Fund VEA | $17.67M | <0.01 | 352,246 | -0.41% | -$73,248.11 | 0.64 | |
Fidelity Total Bond ETF FBND | $76.93M | <0.01 | 1.7M | -3.49% | -$2.78M | 2.78 | |
iShares Core S&P 500 ETF IVV | $178.29M | <0.01 | 339,130 | +1.05% | +$1.85M | 6.45 | |
iShares MSCI Intl Momentum Factor ETF IMTM | $32.95M | <0.01 | 840,030 | +0.72% | +$237,106.25 | 1.19 | |
iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB | $25.54M | <0.01 | 498,054 | -47.99% | -$23.57M | 0.92 | |
iShares Short-Term National Muni Bond ETF SUB | $23.27M | <0.01 | 222,216 | -2.53% | -$604,605.83 | 0.84 |