Berkshire Hathaway Inc BRK.B | $140.97M | 23.33 | 335,227 | +2.45% | +$3.37M | 1.64 | |
| Lennox International Inc. LII | $269.82M | 1.55 | 552,048 | -5.79% | -$16.58M | 3.14 | |
| Dillard's, Inc. DDS | $71.84M | 0.94 | 152,323 | -0.47% | -$337,222.60 | 0.84 | |
| Pfizer Inc. PFE | $39.28M | 0.03 | 1.42M | +39.18% | +$11.06M | 0.46 | |
| International Business Machines Corporation IBM | $42.32M | 0.02 | 221,620 | -4.27% | -$1.89M | 0.49 | |
| Lowe's Companies, Inc. LOW | $34.39M | 0.02 | 134,988 | -11.7% | -$4.56M | 0.4 | |
| Chevron Corporation CVX | $71.05M | 0.02 | 450,410 | -1.78% | -$1.29M | 0.83 | |
| Advanced Micro Devices, Inc. AMD | $61.52M | 0.02 | 340,855 | -1.07% | -$663,661.29 | 0.72 | |
| Caterpillar Inc. CAT | $33.22M | 0.02 | 90,664 | +24.39% | +$6.52M | 0.39 | |
| McDonald's Corporation MCD | $36.42M | 0.02 | 129,182 | -1.14% | -$420,952.06 | 0.42 | |
| PepsiCo, Inc. PEP | $42.8M | 0.02 | 244,563 | -2.38% | -$1.04M | 0.5 | |
| The Home Depot, Inc. HD | $65.05M | 0.02 | 169,569 | -2.71% | -$1.81M | 0.76 | |
| The Procter & Gamble Company PG | $64.85M | 0.02 | 399,715 | -5.43% | -$3.73M | 0.76 | |
| JPMorgan Chase & Co. JPM | $81.11M | 0.01 | 404,964 | -10.24% | -$9.26M | 0.94 | |
| Johnson & Johnson JNJ | $53.3M | 0.01 | 336,956 | -5.09% | -$2.86M | 0.62 | |
| Apple Inc. AAPL | $336.39M | 0.01 | 1.96M | -5.21% | -$18.5M | 3.91 | |
| Visa Inc. V | $65.12M | 0.01 | 233,329 | -11.32% | -$8.31M | 0.76 | |
| Merck & Co., Inc. MRK | $36.69M | 0.01 | 278,042 | -4.03% | -$1.54M | 0.43 | |
| NVIDIA Corporation NVDA | $219.46M | 0.01 | 242,884 | -6.97% | -$16.45M | 2.55 | |
| Exxon Mobil Corporation XOM | $53.61M | 0.01 | 461,231 | +6.4% | +$3.22M | 0.62 | |
| Microsoft Corporation MSFT | $268.25M | 0.01 | 637,600 | -0.43% | -$1.15M | 3.12 | |
| Broadcom Inc. AVGO | $41.87M | 0.01 | 31,590 | -1.36% | -$577,886.23 | 0.49 | |
| Meta Platforms, Inc. META | $70.64M | 0.01 | 145,470 | -12.58% | -$10.16M | 0.82 | |
| Amazon.com, Inc. AMZN | $112.04M | 0.01 | 621,137 | +1.25% | +$1.39M | 1.3 | |
| Eli Lilly and Company LLY | $34.39M | 0.01 | 44,205 | -33.13% | -$17.04M | 0.4 | |
Alphabet Inc. GOOGL | $78.95M | <0.01 | 523,074 | -3.02% | -$2.46M | 0.92 | |
Vanguard Value Index Fund VTV | $139.39M | <0.01 | 855,881 | +4.91% | +$6.53M | 1.62 | |
iShares Core MSCI EAFE ETF IEFA | $38.27M | <0.01 | 515,661 | +1.93% | +$724,535.78 | 0.45 | |
Schwab U.S. Mid-Cap ETF SCHM | $48.99M | <0.01 | 601,654 | +5.29% | +$2.46M | 0.57 | |
Vanguard Total Stock Market Index Fund VTI | $84.24M | <0.01 | 324,124 | -3.68% | -$3.22M | 0.98 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $71.61M | <0.01 | 772,322 | +5.57% | +$3.78M | 0.83 | |
Vanguard 500 Index Fund VOO | $247.18M | <0.01 | 514,202 | +0.58% | +$1.43M | 2.88 | |
Schwab U.S. Dividend Equity ETF SCHD | $38.75M | <0.01 | 480,558 | +4.14% | +$1.54M | 0.45 | |
Vanguard Russell 1000 Growth Index Fund VONG | $39M | <0.01 | 449,978 | +8.09% | +$2.92M | 0.45 | |
Invesco QQQ Trust QQQ | $73.67M | <0.01 | 165,930 | -2.49% | -$1.88M | 0.86 | |
iShares Core U.S. Aggregate Bond ETF AGG | $82.17M | <0.01 | 838,967 | +4.75% | +$3.73M | 0.96 | |
Vanguard Mid Cap Index Fund VO | $159.11M | <0.01 | 636,806 | +8.92% | +$13.03M | 1.85 | |
iShares MSCI EAFE Value ETF EFV | $54.36M | <0.01 | 999,346 | -1.77% | -$977,622.56 | 0.63 | |
Vanguard Dividend Appreciation Index Fund VIG | $53.38M | <0.01 | 292,308 | -1.54% | -$835,622.99 | 0.62 | |
iShares MSCI EAFE Growth ETF EFG | $53.89M | <0.01 | 519,207 | +0.32% | +$172,187.70 | 0.63 | |
Vanguard Long-Term Treasury Index Fund VGLT | $56.65M | <0.01 | 956,276 | +14.6% | +$7.22M | 0.66 | |
Vanguard Developed Markets Index Fund VEA | $65.46M | <0.01 | 1.3M | -1.13% | -$750,392.51 | 0.76 | |
iShares Russell 1000 Growth ETF IWF | $67.71M | <0.01 | 200,897 | +12.88% | +$7.72M | 0.79 | |
iShares National Muni Bond ETF MUB | $60.57M | <0.01 | 562,904 | +1.29% | +$770,416.57 | 0.71 | |
iShares Russell 1000 ETF IWB | $34.39M | <0.01 | 119,400 | +3.01% | +$1.01M | 0.4 | |
SPDR S&P 500 ETF Trust SPY | $101.52M | <0.01 | 194,080 | -13.1% | -$15.3M | 1.18 | |
Vanguard Growth Index Fund VUG | $110.49M | <0.01 | 321,014 | +1.61% | +$1.75M | 1.29 | |
iShares Core S&P 500 ETF IVV | $163.86M | <0.01 | 311,689 | -1.39% | -$2.3M | 1.91 | |
Schwab U.S. Large-Cap ETF SCHX | $144.22M | <0.01 | 2.32M | -0.34% | -$494,432.10 | 1.68 | |
Vanguard Total Bond Market Index Fund BND | $78.3M | <0.01 | 1.08M | +7.53% | +$5.48M | 0.91 |