Berkshire Hathaway Inc BRK.B | $51.39M | 8.51 | 122,195 | -6.21% | -$3.4M | 0.74 | |
| PepsiCo, Inc. PEP | $34.61M | 0.01 | 197,756 | +18.25% | +$5.34M | 0.5 | |
| The Home Depot, Inc. HD | $48.26M | 0.01 | 125,818 | -1.29% | -$633,323.31 | 0.69 | |
| AbbVie Inc. ABBV | $39M | 0.01 | 214,168 | +6.45% | +$2.36M | 0.56 | |
| Costco Wholesale Corporation COST | $36.28M | 0.01 | 49,515 | +1.35% | +$482,069.90 | 0.52 | |
| UnitedHealth Group Incorporated UNH | $35.6M | 0.01 | 71,961 | +18.22% | +$5.49M | 0.51 | |
| Exxon Mobil Corporation XOM | $41.14M | 0.01 | 353,892 | +31.69% | +$9.9M | 0.59 | |
| Walmart Inc. WMT | $35.21M | 0.01 | 585,172 | +163.68% | +$21.86M | 0.51 | |
| Eli Lilly and Company LLY | $55.11M | 0.01 | 70,834 | -9.24% | -$5.61M | 0.79 | |
| Broadcom Inc. AVGO | $39.64M | 0.01 | 29,905 | -16.81% | -$8.01M | 0.57 | |
| Apple Inc. AAPL | $165.9M | 0.01 | 967,473 | +0.91% | +$1.49M | 2.38 | |
| Visa Inc. V | $32.59M | 0.01 | 116,781 | -10.61% | -$3.87M | 0.47 | |
| NVIDIA Corporation NVDA | $107.91M | 0.01 | 119,424 | -6.9% | -$8M | 1.55 | |
| Amazon.com, Inc. AMZN | $95.64M | 0.01 | 530,211 | -1.65% | -$1.61M | 1.37 | |
| Microsoft Corporation MSFT | $152.94M | 0.01 | 363,522 | -0.51% | -$782,538.93 | 2.2 | |
Alphabet Inc. GOOGL | $48.38M | <0.01 | 320,560 | -10.3% | -$5.56M | 0.7 | |
| Alphabet Inc. GOOG | $32.78M | <0.01 | 215,260 | +14.1% | +$4.05M | 0.47 | |
Vanguard Total International Bond Index Fund BNDX | $55.83M | <0.01 | 1.13M | +18.09% | +$8.55M | 0.8 | |
iShares 7-10 Year Treasury Bond ETF IEF | $37.63M | <0.01 | 397,506 | +14.35% | +$4.72M | 0.54 | |
iShares 10-20 Year Treasury Bond ETF TLH | $37.28M | <0.01 | 354,912 | +13.55% | +$4.45M | 0.54 | |
Vanguard Total Bond Market Index Fund BND | $90.13M | <0.01 | 1.24M | +21.16% | +$15.74M | 1.3 | |
iShares Core International Aggregate Bond ETF IAGG | $38.68M | <0.01 | 774,415 | +8.78% | +$3.12M | 0.56 | |
Vanguard Value Index Fund VTV | $122.96M | <0.01 | 755,018 | +9.03% | +$10.18M | 1.77 | |
SPDR S&P 500 ETF Trust SPY | $191.75M | <0.01 | 366,594 | -8.28% | -$17.3M | 2.76 | |
iShares National Muni Bond ETF MUB | $63.01M | <0.01 | 585,608 | +2.52% | +$1.55M | 0.91 | |
Vanguard Total Stock Market Index Fund VTI | $350.41M | <0.01 | 1.35M | -4.14% | -$15.15M | 5.04 | |
Schwab U.S. Large-Cap ETF SCHX | $197.16M | <0.01 | 3.18M | +1.57% | +$3.05M | 2.83 | |
iShares U.S. Treasury Bond ETF GOVT | $187.22M | <0.01 | 8.22M | -1.03% | -$1.95M | 2.69 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $94.23M | <0.01 | 1.86M | +4.5% | +$4.06M | 1.35 | |
Schwab U.S. TIPS ETF SCHP | $49.7M | <0.01 | 952,786 | +21.95% | +$8.94M | 0.71 | |
iShares Core U.S. Aggregate Bond ETF AGG | $162.86M | <0.01 | 1.66M | +16.53% | +$23.1M | 2.34 | |
Vanguard 500 Index Fund VOO | $154.79M | <0.01 | 322,017 | -11.02% | -$19.17M | 2.22 | |
Schwab U.S. Mid-Cap ETF SCHM | $149.6M | <0.01 | 1.84M | +6.89% | +$9.64M | 2.15 | |
iShares Core MSCI Total International Stock ETF IXUS | $84.95M | <0.01 | 1.25M | +3.72% | +$3.05M | 1.22 | |
Vanguard Real Estate Index Fund VNQ | $37.44M | <0.01 | 432,910 | -0.88% | -$333,034.69 | 0.54 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $58.71M | <0.01 | 633,163 | +7.49% | +$4.09M | 0.84 | |
iShares Core S&P 500 ETF IVV | $60.84M | <0.01 | 115,722 | -3.45% | -$2.17M | 0.87 | |
Vanguard Dividend Appreciation Index Fund VIG | $37.51M | <0.01 | 205,420 | +4.59% | +$1.65M | 0.54 | |
WisdomTree U.S. Quality Dividend Growth Fund DGRW | $60.51M | <0.01 | 794,195 | +19.07% | +$9.69M | 0.87 | |
Schwab International Equity ETF SCHF | $151.35M | <0.01 | 3.88M | +7.5% | +$10.56M | 2.17 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $196.2M | <0.01 | 1.7M | +32.24% | +$47.83M | 2.82 | |
Vanguard European Stock Index Fund VGK | $56.46M | <0.01 | 838,389 | -4.56% | -$2.7M | 0.81 | |
Schwab U.S. Small-Cap ETF SCHA | $32.35M | <0.01 | 656,983 | +5.09% | +$1.57M | 0.47 | |
WisdomTree International Quality Dividend Growth Fund IQDG | $49.84M | <0.01 | 1.31M | -20.93% | -$13.19M | 0.72 | |
Vanguard Short-Term Bond Index Fund BSV | $66.19M | <0.01 | 863,309 | -4.29% | -$2.97M | 0.95 | |
iShares MSCI USA Quality Factor ETF QUAL | $91.24M | <0.01 | 555,141 | +14.73% | +$11.72M | 1.31 | |
iShares S&P Small-Cap 600 Value ETF IJS | $97.39M | <0.01 | 947,755 | -2.83% | -$2.83M | 1.4 | |
iShares Broad USD High Yield Corporate Bond ETF USHY | $34.92M | <0.01 | 954,362 | +21.52% | +$6.19M | 0.5 | |
Invesco QQQ Trust QQQ | $217.41M | <0.01 | 489,646 | +3.88% | +$8.11M | 3.12 | |
iShares Core MSCI EAFE ETF IEFA | $42.02M | <0.01 | 566,174 | -4.07% | -$1.78M | 0.6 |