| The Pennant Group, Inc. PNTG | $14.35M | 2.43 | 731,031 | -34.03% | -$7.4M | 1.67 | |
| The Ensign Group, Inc. ENSG | $136.92M | 1.93 | 1.1M | -9.14% | -$13.77M | 15.98 | |
Berkshire Hathaway Inc BRK.B | $4.98M | 0.83 | 11,847 | +7.03% | +$327,164.66 | 0.58 | |
| Chevron Corporation CVX | $19.03M | 0.01 | 120,618 | New | +$19.03M | 2.22 | |
| Moody's Corporation MCO | $3.56M | 0.01 | 9,063 | New | +$3.56M | 0.42 | |
Berkshire Hathaway Inc BRK.A | $35.53M | <0.01 | 56 | 0% | +$0 | 4.15 | |
| Advanced Micro Devices, Inc. AMD | $7.49M | <0.01 | 41,521 | New | +$7.49M | 0.87 | |
| Tesla, Inc. TSLA | $9.7M | <0.01 | 55,199 | New | +$9.7M | 1.13 | |
| The TJX Companies, Inc. TJX | $1.72M | <0.01 | 17,008 | New | +$1.72M | 0.2 | |
| Apple Inc. AAPL | $13.36M | <0.01 | 77,899 | New | +$13.36M | 1.56 | |
| Netflix, Inc. NFLX | $2.98M | <0.01 | 4,899 | New | +$2.98M | 0.35 | |
| Intel Corporation INTC | $2.29M | <0.01 | 51,850 | New | +$2.29M | 0.27 | |
| Visa Inc. V | $5.26M | <0.01 | 18,848 | New | +$5.26M | 0.61 | |
| Microsoft Corporation MSFT | $21.28M | <0.01 | 50,584 | New | +$21.28M | 2.48 | |
| Exxon Mobil Corporation XOM | $3.41M | <0.01 | 29,368 | New | +$3.41M | 0.4 | |
| Costco Wholesale Corporation COST | $2M | <0.01 | 2,732 | New | +$2M | 0.23 | |
| The Home Depot, Inc. HD | $1.91M | <0.01 | 4,969 | New | +$1.91M | 0.22 | |
| JPMorgan Chase & Co. JPM | $1.8M | <0.01 | 9,002 | New | +$1.8M | 0.21 | |
Vanguard 500 Index Fund VOO | $12.16M | <0.01 | 25,292 | +15.91% | +$1.67M | 1.42 | |
| Alphabet Inc. GOOG | $6.39M | <0.01 | 41,978 | New | +$6.39M | 0.75 | |
| Amazon.com, Inc. AMZN | $5.38M | <0.01 | 29,800 | New | +$5.38M | 0.63 | |
iShares Russell 2000 ETF IWM | $17.71M | <0.01 | 84,199 | -12.35% | -$2.49M | 2.07 | |
Vanguard Information Technology Index Fund VGT | $11.87M | <0.01 | 22,642 | 0% | +$0 | 1.39 | |
Vanguard ESG U.S. Stock ETF ESGV | $29.4M | <0.01 | 315,488 | +0.17% | +$49,390.70 | 3.43 | |
iShares Preferred and Income Securities ETF PFF | $6.88M | <0.01 | 213,576 | -21.74% | -$1.91M | 0.8 | |
iShares Russell 1000 Growth ETF IWF | $2.54M | <0.01 | 7,545 | -7.93% | -$219,082.57 | 0.3 | |
Vanguard Intermediate-Term Corporate Bond Index Fund VCIT | $2.08M | <0.01 | 25,821 | +130.38% | +$1.18M | 0.24 | |
| NVIDIA Corporation NVDA | $3.47M | <0.01 | 3,838 | New | +$3.47M | 0.41 | |
iShares Core S&P 500 ETF IVV | $75.93M | <0.01 | 144,433 | +2.98% | +$2.19M | 8.86 | |
Vanguard Small Cap Index Fund VB | $24.31M | <0.01 | 106,356 | -0.24% | -$58,976.22 | 2.84 | |
iShares MSCI EAFE ETF EFA | $5.17M | <0.01 | 64,688 | +1.03% | +$52,787.67 | 0.6 | |
iShares Core Dividend Growth ETF DGRO | $2.62M | <0.01 | 45,040 | -0.07% | -$1,799.85 | 0.31 | |
iShares National Muni Bond ETF MUB | $11.35M | <0.01 | 105,518 | +52% | +$3.88M | 1.33 | |
iShares Core S&P Small-Cap ETF IJR | $5.79M | <0.01 | 52,396 | +103.9% | +$2.95M | 0.68 | |
Xtrackers MSCI EAFE Hedged Equity ETF DBEF | $27.48M | <0.01 | 671,325 | +1.35% | +$365,423.12 | 3.21 | |
iShares Core S&P Mid-Cap ETF IJH | $40.68M | <0.01 | 669,746 | +408.06% | +$32.67M | 4.75 | |
| Meta Platforms, Inc. META | $3.14M | <0.01 | 6,472 | New | +$3.14M | 0.37 | |
iShares Core MSCI Emerging Markets ETF IEMG | $3.11M | <0.01 | 60,354 | -1.4% | -$44,221.21 | 0.36 | |
SPDR S&P 500 ETF Trust SPY | $49.38M | <0.01 | 94,408 | +0.28% | +$135,998.85 | 5.76 | |
SPDR S&P MIDCAP 400 ETF Trust MDY | $26.96M | <0.01 | 48,448 | -0.7% | -$190,288.78 | 3.15 | |
Vanguard Emerging Markets Stock Index Fund VWO | $3.78M | <0.01 | 90,391 | -0.01% | -$584.78 | 0.44 | |
iShares Core MSCI EAFE ETF IEFA | $13.78M | <0.01 | 185,713 | -0.23% | -$31,172.40 | 1.61 | |
iShares MSCI EAFE Small-Cap ETF SCZ | $2.05M | <0.01 | 32,296 | +7.54% | +$143,315.81 | 0.24 | |
Vanguard Total Stock Market Index Fund VTI | $2.8M | <0.01 | 10,769 | +0.52% | +$14,554.08 | 0.33 | |
Schwab U.S. Dividend Equity ETF SCHD | $2.34M | <0.01 | 28,968 | -14.19% | -$386,296.04 | 0.27 | |
JPMorgan Ultra-Short Income ETF JPST | $10.29M | <0.01 | 203,946 | +0.49% | +$50,601.39 | 1.2 | |
Vanguard ESG International Stock ETF VSGX | $25.7M | <0.01 | 447,251 | -3.35% | -$891,244.76 | 3 | |
Alphabet Inc. GOOGL | $4.64M | <0.01 | 30,711 | New | +$4.64M | 0.54 | |
Invesco QQQ Trust QQQ | $8.36M | <0.01 | 18,827 | +12.78% | +$947,050.87 | 0.98 | |
Vanguard Total Bond Market Index Fund BND | $27.72M | <0.01 | 381,691 | +5.44% | +$1.43M | 3.24 |