| AvidXchange Holdings, Inc. AVDX | $43.07M | 1.59 | 3.28M | -1.68% | -$735,190.11 | 8.72 | |
Berkshire Hathaway Inc BRK.B | $5.75M | 0.95 | 13,666 | +2.47% | +$138,350.71 | 1.16 | |
| FTAI Aviation Ltd. FTAI | $4.51M | 0.07 | 67,041 | 0% | +$0 | 0.91 | |
| Equifax Inc. EFX | $4.8M | 0.02 | 17,928 | -3.24% | -$160,512.02 | 0.97 | |
| Aon plc AON | $5.84M | 0.01 | 17,485 | 0% | +$0 | 1.18 | |
| Aflac Incorporated AFL | $2.21M | 0.01 | 25,733 | -3.02% | -$68,688.08 | 0.45 | |
| Apple Inc. AAPL | $143.47M | 0.01 | 836,632 | +2.4% | +$3.36M | 29.04 | |
| The PNC Financial Services Group, Inc. PNC | $2.62M | <0.01 | 16,183 | 0% | +$0 | 0.53 | |
| Automatic Data Processing, Inc. ADP | $3.15M | <0.01 | 12,533 | 0% | +$0 | 0.64 | |
| The Southern Company SO | $2.2M | <0.01 | 30,652 | 0% | +$0 | 0.45 | |
| Abbott Laboratories ABT | $3.33M | <0.01 | 29,308 | +1.09% | +$35,916.15 | 0.67 | |
| AbbVie Inc. ABBV | $5.45M | <0.01 | 29,912 | -1.32% | -$72,839.07 | 1.1 | |
| PepsiCo, Inc. PEP | $4.44M | <0.01 | 25,172 | 0% | +$0 | 0.9 | |
| Intuit Inc. INTU | $2.95M | <0.01 | 4,538 | 0% | +$0 | 0.6 | |
| Merck & Co., Inc. MRK | $7.12M | <0.01 | 53,623 | 0% | +$0 | 1.44 | |
| QUALCOMM Incorporated QCOM | $2.57M | <0.01 | 15,178 | +0.09% | +$2,370.15 | 0.52 | |
| Johnson & Johnson JNJ | $2.25M | <0.01 | 14,252 | 0% | +$0 | 0.46 | |
| The Procter & Gamble Company PG | $3.7M | <0.01 | 22,833 | 0% | +$0 | 0.75 | |
| Union Pacific Corporation UNP | $1.94M | <0.01 | 7,901 | 0% | +$0 | 0.39 | |
| Oracle Corporation ORCL | $2.01M | <0.01 | 15,971 | 0% | +$0 | 0.41 | |
| Exxon Mobil Corporation XOM | $2.85M | <0.01 | 24,500 | +0.14% | +$3,952.16 | 0.58 | |
| Eli Lilly and Company LLY | $2.27M | <0.01 | 2,924 | 0% | +$0 | 0.46 | |
Vanguard Large Cap Index Fund VV | $13.35M | <0.01 | 55,676 | +19.82% | +$2.21M | 2.7 | |
| Alphabet Inc. GOOG | $3.41M | <0.01 | 22,413 | +1.03% | +$34,715.28 | 0.69 | |
| JPMorgan Chase & Co. JPM | $2.31M | <0.01 | 11,542 | +4.45% | +$98,546.34 | 0.47 | |
Vanguard Total Stock Market Index Fund VTI | $3.28M | <0.01 | 12,626 | 0% | +$0 | 0.66 | |
Sprott Physical Gold Trust PHYS | $5.44M | <0.01 | 314,207 | +6.8% | +$345,999.87 | 1.1 | |
Vanguard 500 Index Fund VOO | $3.28M | <0.01 | 6,824 | 0% | +$0 | 0.66 | |
iShares Russell 1000 Growth ETF IWF | $1.95M | <0.01 | 5,786 | +5.08% | +$94,373.99 | 0.4 | |
Vanguard Real Estate Index Fund VNQ | $3.75M | <0.01 | 43,345 | -12.46% | -$533,753.33 | 0.76 | |
iShares MSCI EAFE ETF EFA | $2.21M | <0.01 | 27,613 | -0.79% | -$17,569.20 | 0.45 | |
iShares Core S&P 500 ETF IVV | $2.64M | <0.01 | 5,013 | +1.25% | +$32,595.25 | 0.53 | |
Vanguard Short-Term Bond Index Fund BSV | $1.85M | <0.01 | 24,179 | -10.6% | -$219,889.57 | 0.38 | |
SPDR S&P 500 ETF Trust SPY | $8.57M | <0.01 | 16,336 | +5.64% | +$457,503.80 | 1.74 | |
| NVIDIA Corporation NVDA | $2.52M | <0.01 | 2,791 | +3.22% | +$78,609.72 | 0.51 | |
iShares Core S&P Small-Cap ETF IJR | $4.49M | <0.01 | 40,656 | -0.3% | -$13,483.32 | 0.91 | |
Invesco Taxable Municipal Bond ETF BAB | $1.76M | <0.01 | 66,167 | +13.21% | +$205,045.55 | 0.36 | |
iShares National Muni Bond ETF MUB | $5.3M | <0.01 | 49,294 | +33.14% | +$1.32M | 1.07 | |
iShares Core S&P Mid-Cap ETF IJH | $2.91M | <0.01 | 47,981 | +395.77% | +$2.33M | 0.59 | |
iShares 1-3 Year Treasury Bond ETF SHY | $6.76M | <0.01 | 82,671 | -3.94% | -$277,560.36 | 1.37 | |
AdvisorShares Pure US Cannabis ETF MSOS | $3.81M | <0.01 | 380,656 | -2.59% | -$101,311.20 | 0.77 | |
iShares ESG Screened S&P 500 ETF XVV | $2.7M | <0.01 | 67,046 | 0% | +$0 | 0.55 | |
iShares Core MSCI EAFE ETF IEFA | $2.07M | <0.01 | 27,855 | +41.08% | +$602,008.00 | 0.42 | |
First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT | $4.9M | <0.01 | 108,327 | +33.69% | +$1.23M | 0.99 | |
| Microsoft Corporation MSFT | $12.44M | <0.01 | 29,557 | -1.38% | -$173,336.53 | 2.52 | |
iShares Gold Trust IAU | $29.65M | <0.01 | 705,869 | +10.31% | +$2.77M | 6 | |
Robo Global Robotics and Automation Index ETF ROBO | $12.39M | <0.01 | 211,292 | +8.02% | +$919,651.72 | 2.51 | |
| Amazon.com, Inc. AMZN | $3.39M | <0.01 | 18,804 | +0.31% | +$10,462.04 | 0.69 | |
Vanguard High Dividend Yield Index Fund VYM | $5.53M | <0.01 | 45,729 | -0.03% | -$1,693.86 | 1.12 | |
Alphabet Inc. GOOGL | $3.11M | <0.01 | 20,609 | +0.76% | +$23,545.08 | 0.63 |