Berkshire Hathaway Inc BRK.B | $8.33M | 1.38 | 19,809 | -1.33% | -$112,699.36 | 3.56 | |
| Seelos Therapeutics, Inc. SEEL | $4.73M | 0.31 | 8,000 | +60% | +$1.77M | 2.02 | |
| Autodesk, Inc. ADSK | $1.45M | <0.01 | 5,585 | -9.47% | -$152,085.31 | 0.62 | |
| Johnson & Johnson JNJ | $3.39M | <0.01 | 21,444 | -1.65% | -$56,948.63 | 1.45 | |
| The Procter & Gamble Company PG | $2.42M | <0.01 | 14,944 | -0.83% | -$20,280.78 | 1.04 | |
| Apple Inc. AAPL | $16.25M | <0.01 | 94,786 | -1.23% | -$201,832.84 | 6.94 | |
| PepsiCo, Inc. PEP | $1.33M | <0.01 | 7,603 | -0.76% | -$10,150.20 | 0.57 | |
| Verizon Communications Inc. VZ | $1.41M | <0.01 | 33,598 | -1.36% | -$19,469.38 | 0.6 | |
| McDonald's Corporation MCD | $2.82M | <0.01 | 9,997 | +2.38% | +$65,412.42 | 1.2 | |
| Cisco Systems, Inc. CSCO | $1.24M | <0.01 | 24,901 | -0.07% | -$898.39 | 0.53 | |
| Mastercard Incorporated MA | $2.37M | <0.01 | 4,921 | -0.93% | -$22,153.96 | 1.01 | |
| Costco Wholesale Corporation COST | $1.96M | <0.01 | 2,681 | -0.45% | -$8,792.11 | 0.84 | |
Schwab U.S. Small-Cap ETF SCHA | $3.2M | <0.01 | 64,981 | -0.26% | -$8,223.03 | 1.37 | |
Vanguard Extended Market Index Fund VXF | $3.54M | <0.01 | 20,206 | +1.01% | +$35,403.82 | 1.51 | |
| Eli Lilly and Company LLY | $2.34M | <0.01 | 3,012 | +1.18% | +$27,231.21 | 1 | |
Vanguard Developed Markets Index Fund VEA | $1.33M | <0.01 | 26,501 | -2.68% | -$36,624.26 | 0.57 | |
Invesco S&P 500 Equal Weight ETF RSP | $5.53M | <0.01 | 32,658 | +5.19% | +$272,681.83 | 2.36 | |
Vanguard Value Index Fund VTV | $1.53M | <0.01 | 9,370 | +1.65% | +$24,754.81 | 0.65 | |
| JPMorgan Chase & Co. JPM | $1.3M | <0.01 | 6,502 | -3.85% | -$52,076.10 | 0.56 | |
Vanguard Small Cap Index Fund VB | $4.2M | <0.01 | 18,377 | +5.28% | +$210,764.73 | 1.79 | |
| Amazon.com, Inc. AMZN | $2.94M | <0.01 | 16,294 | -7.26% | -$229,984.52 | 1.26 | |
Invesco NASDAQ 100 ETF QQQM | $1.31M | <0.01 | 7,155 | +4.97% | +$61,932.20 | 0.56 | |
Vanguard Total Stock Market Index Fund VTI | $2.3M | <0.01 | 8,868 | -0.84% | -$19,492.82 | 0.98 | |
Invesco QQQ Trust QQQ | $1.54M | <0.01 | 3,466 | +0.58% | +$8,880.59 | 0.66 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $3.96M | <0.01 | 78,259 | -2.34% | -$94,874.61 | 1.69 | |
iShares Core S&P 500 ETF IVV | $2.95M | <0.01 | 5,606 | -0.3% | -$8,937.41 | 1.26 | |
SPDR S&P Dividend ETF SDY | $5.53M | <0.01 | 42,124 | -0.49% | -$27,428.91 | 2.36 | |
| AbbVie Inc. ABBV | $1.22M | <0.01 | 6,676 | +0.18% | +$2,185.31 | 0.52 | |
Vanguard 500 Index Fund VOO | $2.82M | <0.01 | 5,861 | +15.65% | +$381,225.18 | 1.2 | |
iShares S&P Mid-Cap 400 Growth ETF IJK | $1.3M | <0.01 | 14,230 | -1.49% | -$19,618.53 | 0.55 | |
Schwab U.S. Large-Cap ETF SCHX | $6.58M | <0.01 | 105,961 | +2.24% | +$144,041.18 | 2.81 | |
Vanguard Russell 1000 Growth Index Fund VONG | $2.86M | <0.01 | 32,987 | +0.35% | +$10,053.77 | 1.22 | |
iShares Core S&P Mid-Cap ETF IJH | $1.23M | <0.01 | 20,205 | +391.85% | +$977,732.02 | 0.52 | |
Schwab U.S. Mid-Cap ETF SCHM | $3.44M | <0.01 | 42,264 | -0.28% | -$9,771.69 | 1.47 | |
| NVIDIA Corporation NVDA | $2.28M | <0.01 | 2,522 | -3.96% | -$93,967.30 | 0.97 | |
Vanguard Mid Cap Index Fund VO | $3.16M | <0.01 | 12,644 | +4.56% | +$137,670.08 | 1.35 | |
| The Home Depot, Inc. HD | $1.26M | <0.01 | 3,281 | -2.44% | -$31,453.81 | 0.54 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $1.84M | <0.01 | 19,823 | -2.48% | -$46,731.07 | 0.79 | |
| Microsoft Corporation MSFT | $13.11M | <0.01 | 31,171 | -0.82% | -$108,546.73 | 5.6 | |
Vanguard Dividend Appreciation Index Fund VIG | $2.81M | <0.01 | 15,362 | -0.09% | -$2,373.88 | 1.2 | |
Alphabet Inc. GOOGL | $4.08M | <0.01 | 27,020 | -2.7% | -$113,348.44 | 1.74 | |
Schwab International Equity ETF SCHF | $4M | <0.01 | 102,433 | +1.65% | +$65,007.05 | 1.71 | |
| Meta Platforms, Inc. META | $1.45M | <0.01 | 2,982 | 0% | +$0 | 0.62 | |
Vanguard Health Care Index Fund VHT | $3.18M | <0.01 | 11,761 | +0.66% | +$20,830.62 | 1.36 | |
| Alphabet Inc. GOOG | $1.26M | <0.01 | 8,279 | -4.16% | -$54,661.36 | 0.54 | |
Schwab Emerging Markets Equity ETF SCHE | $1.48M | <0.01 | 58,560 | +1.03% | +$15,124.68 | 0.63 | |
Vanguard Information Technology Index Fund VGT | $7.04M | <0.01 | 13,424 | -0.3% | -$20,972.97 | 3.01 | |
Schwab U.S. Dividend Equity ETF SCHD | $1.63M | <0.01 | 20,267 | -5.89% | -$102,318.89 | 0.7 | |
Vanguard High Dividend Yield Index Fund VYM | $3.71M | <0.01 | 30,667 | -1.51% | -$56,744.47 | 1.58 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $1.69M | <0.01 | 28,816 | +5.84% | +$93,252.21 | 0.72 |