Berkshire Hathaway Inc BRK.B | $10.29M | 1.7 | 24,461 | +1.67% | +$168,628.52 | 2.79 | |
Cohen & Steers Real Estate Opportunities Income Fund RLTY | $1.89M | 0.77 | 127,920 | -14.9% | -$330,191.47 | 0.51 | |
| ONEOK, Inc. OKE | $1.92M | <0.01 | 23,953 | -1.23% | -$23,810.45 | 0.52 | |
| Coinbase Global, Inc. COIN | $2.74M | <0.01 | 10,334 | -0.25% | -$6,893.12 | 0.74 | |
| Johnson & Johnson JNJ | $8.68M | <0.01 | 54,855 | -0.73% | -$63,591.94 | 2.35 | |
| UnitedHealth Group Incorporated UNH | $4.79M | <0.01 | 9,673 | -1.15% | -$55,408.88 | 1.3 | |
Berkshire Hathaway Inc BRK.A | $13.32M | <0.01 | 21 | 0% | +$0 | 3.61 | |
| JPMorgan Chase & Co. JPM | $1.7M | <0.01 | 8,482 | -23.06% | -$509,174.11 | 0.46 | |
Vanguard Dividend Appreciation Index Fund VIG | $2.39M | <0.01 | 13,074 | -3.83% | -$95,137.33 | 0.65 | |
| Energy Transfer LP ET | $1.55M | <0.01 | 98,711 | -0.1% | -$1,541.54 | 0.42 | |
Invesco NASDAQ 100 ETF QQQM | $2.04M | <0.01 | 11,181 | +4.23% | +$82,944.76 | 0.55 | |
Avantis Emerging Markets Equity ETF AVEM | $3.39M | <0.01 | 58,571 | +187.48% | +$2.21M | 0.92 | |
Vanguard Small Cap Growth Index Fund VBK | $1.72M | <0.01 | 6,616 | +2.13% | +$35,978.16 | 0.47 | |
SPDR Dow Jones Industrial Average ETF Trust DIA | $2.13M | <0.01 | 5,360 | -7.33% | -$168,637.93 | 0.58 | |
Invesco QQQ Trust QQQ | $6.12M | <0.01 | 13,780 | -1.09% | -$67,490.42 | 1.66 | |
Avantis International Equity ETF AVDE | $1.48M | <0.01 | 23,296 | +3.19% | +$45,956.72 | 0.4 | |
JPMorgan Equity Premium Income ETF JEPI | $1.67M | <0.01 | 28,873 | +3.8% | +$61,157.77 | 0.45 | |
iShares Core Dividend Growth ETF DGRO | $4.37M | <0.01 | 75,192 | +2.26% | +$96,669.80 | 1.18 | |
FT Cboe Vest Nasdaq-100 Buffer ETF – December QDEC | $4.44M | <0.01 | 178,528 | New | +$4.44M | 1.2 | |
| Amazon.com, Inc. AMZN | $4.04M | <0.01 | 22,373 | -24.14% | -$1.28M | 1.09 | |
iShares Core Total USD Bond Market ETF IUSB | $1.45M | <0.01 | 31,739 | +39.59% | +$410,398.63 | 0.39 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $5.04M | <0.01 | 68,956 | -2.16% | -$111,261.93 | 1.37 | |
| Chevron Corporation CVX | $1.4M | <0.01 | 8,876 | -5.96% | -$88,804.81 | 0.38 | |
iShares MSCI ACWI ETF ACWI | $5.21M | <0.01 | 47,291 | -0.53% | -$27,532.21 | 1.41 | |
Invesco Total Return Bond ETF GTO | $3.8M | <0.01 | 81,141 | +11.39% | +$388,522.36 | 1.03 | |
SPDR Portfolio S&P 500 ETF SPLG | $3.78M | <0.01 | 61,475 | +2.54% | +$93,895.46 | 1.02 | |
| NVIDIA Corporation NVDA | $4.28M | <0.01 | 4,733 | +1.94% | +$81,312.65 | 1.16 | |
| Apple Inc. AAPL | $12.37M | <0.01 | 72,158 | -12.5% | -$1.77M | 3.35 | |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF GSLC | $17.43M | <0.01 | 167,970 | +0.63% | +$108,564.52 | 4.72 | |
SPDR Portfolio Emerging Markets ETF SPEM | $5.14M | <0.01 | 142,046 | +7.1% | +$340,655.43 | 1.39 | |
| Microsoft Corporation MSFT | $6.36M | <0.01 | 15,121 | -18.51% | -$1.45M | 1.72 | |
Goldman Sachs ActiveBeta International Equity ETF GSIE | $10.98M | <0.01 | 320,352 | +2.38% | +$255,769.50 | 2.98 | |
SPDR Portfolio Developed World ex-US ETF SPDW | $2.1M | <0.01 | 58,499 | +0.47% | +$9,748.43 | 0.57 | |
| Merck & Co., Inc. MRK | $1.51M | <0.01 | 11,442 | +0.36% | +$5,409.73 | 0.41 | |
| Alphabet Inc. GOOG | $1.66M | <0.01 | 10,928 | -12.25% | -$232,348.72 | 0.45 | |
Schwab Intermediate-Term U.S. Treasury ETF SCHR | $5.36M | <0.01 | 109,348 | -9.47% | -$561,279.63 | 1.45 | |
Vanguard Intermediate-Term Bond Index Fund BIV | $3.09M | <0.01 | 40,974 | +13.9% | +$376,996.88 | 0.84 | |
First Trust Low Duration Opportunities ETF LMBS | $6.7M | <0.01 | 138,883 | -1.58% | -$107,500.70 | 1.82 | |
VanEck Gold Miners ETF GDX | $1.47M | <0.01 | 46,514 | +11.54% | +$152,124.99 | 0.4 | |
Schwab U.S. Mid-Cap ETF SCHM | $6.31M | <0.01 | 77,453 | +0.43% | +$26,871.76 | 1.71 | |
Avantis U.S. Small Cap Value ETF AVUV | $4.05M | <0.01 | 43,201 | +11.54% | +$418,698.07 | 1.1 | |
Cohen & Steers Limited Duration Preferred and Income Fund, Inc. LDP | $1.59M | <0.01 | 79,068 | -36.52% | -$913,436.07 | 0.43 | |
The Real Estate Select Sector SPDR Fund XLRE | $1.47M | <0.01 | 37,256 | -0.84% | -$12,412.41 | 0.4 | |
First Trust TCW Opportunistic Fixed Income ETF FIXD | $8.76M | <0.01 | 200,950 | +11.32% | +$890,921.48 | 2.37 | |
Schwab U.S. Dividend Equity ETF SCHD | $5.91M | <0.01 | 73,249 | +8.53% | +$463,947.54 | 1.6 | |
Avantis U.S. Equity ETF AVUS | $11.97M | <0.01 | 133,745 | +1.74% | +$204,865.78 | 3.24 | |
JPMorgan Ultra-Short Income ETF JPST | $10.14M | <0.01 | 201,074 | -1.4% | -$143,933.62 | 2.75 | |
Vanguard Total Stock Market Index Fund VTI | $13.55M | <0.01 | 52,148 | -1.66% | -$228,190.88 | 3.67 | |
Cambria Emerging Shareholder Yield ETF EYLD | $1.44M | <0.01 | 42,884 | +6.02% | +$81,670.33 | 0.39 | |
Avantis Core Fixed Income ETF AVIG | $7.46M | <0.01 | 180,749 | +32.55% | +$1.83M | 2.02 |