Berkshire Hathaway Inc BRK.B | $12.53M | 2.07 | 29,794 | +1.12% | +$138,770.44 | 0.49 | |
| Arthur J. Gallagher & Co. AJG | $126.49M | 0.23 | 505,873 | -1.82% | -$2.34M | 4.91 | |
| AbbVie Inc. ABBV | $13.52M | <0.01 | 74,243 | -0.19% | -$26,222.52 | 0.52 | |
| The Home Depot, Inc. HD | $11.56M | <0.01 | 30,134 | +1.56% | +$177,990.45 | 0.45 | |
| Eli Lilly and Company LLY | $11.24M | <0.01 | 14,450 | +7.71% | +$804,420.09 | 0.44 | |
| JPMorgan Chase & Co. JPM | $12.6M | <0.01 | 62,914 | +1.11% | +$137,807.49 | 0.49 | |
| Apple Inc. AAPL | $55.08M | <0.01 | 321,209 | -7.81% | -$4.67M | 2.14 | |
| Microsoft Corporation MSFT | $49.65M | <0.01 | 118,011 | +6.2% | +$2.9M | 1.93 | |
| Amazon.com, Inc. AMZN | $19.77M | <0.01 | 109,587 | -0.05% | -$9,560.14 | 0.77 | |
Alphabet Inc. GOOGL | $13.61M | <0.01 | 90,142 | +4.69% | +$609,002.55 | 0.53 | |
| NVIDIA Corporation NVDA | $27.95M | <0.01 | 30,935 | +3.77% | +$1.01M | 1.08 | |
iShares MBS ETF MBB | $12.57M | <0.01 | 135,986 | -4.48% | -$589,731.92 | 0.49 | |
Vanguard Total Stock Market Index Fund VTI | $32.25M | <0.01 | 124,099 | -5.91% | -$2.02M | 1.25 | |
iShares Core S&P Mid-Cap ETF IJH | $21.84M | <0.01 | 359,587 | +397% | +$17.45M | 0.85 | |
SPDR Portfolio S&P 500 ETF SPLG | $92.91M | <0.01 | 1.51M | +9.68% | +$8.2M | 3.6 | |
Vanguard 500 Index Fund VOO | $33.24M | <0.01 | 69,150 | -1.54% | -$521,556.88 | 1.29 | |
iShares Core MSCI EAFE ETF IEFA | $22.7M | <0.01 | 305,893 | +2.48% | +$548,559.14 | 0.88 | |
Invesco S&P 500 Quality ETF SPHQ | $11.85M | <0.01 | 196,143 | -15.32% | -$2.14M | 0.46 | |
Vanguard Russell 1000 Value Index Fund VONV | $20.41M | <0.01 | 259,565 | +9.78% | +$1.82M | 0.79 | |
Invesco S&P 500 GARP ETF SPGP | $20.22M | <0.01 | 189,836 | +1.43% | +$285,606.68 | 0.78 | |
iShares Core U.S. Aggregate Bond ETF AGG | $33.12M | <0.01 | 338,136 | +5.22% | +$1.64M | 1.28 | |
Janus Henderson AAA CLO ETF JAAA | $17.29M | <0.01 | 340,817 | +22.07% | +$3.13M | 0.67 | |
Vanguard Russell 1000 Growth Index Fund VONG | $15.56M | <0.01 | 179,558 | -5% | -$819,550.84 | 0.6 | |
iShares U.S. Treasury Bond ETF GOVT | $28.9M | <0.01 | 1.27M | +1,176.01% | +$26.64M | 1.12 | |
SPDR Portfolio Developed World ex-US ETF SPDW | $25.4M | <0.01 | 708,771 | +10.55% | +$2.42M | 0.99 | |
iShares Russell Top 200 Growth ETF IWY | $17.89M | <0.01 | 91,714 | +27.94% | +$3.91M | 0.69 | |
Vanguard Dividend Appreciation Index Fund VIG | $10.83M | <0.01 | 59,298 | +6.24% | +$636,034.40 | 0.42 | |
iShares Short Treasury Bond ETF SHV | $31.84M | <0.01 | 288,037 | -0.81% | -$261,537.62 | 1.24 | |
iShares Russell 2000 ETF IWM | $10.63M | <0.01 | 50,537 | +10.25% | +$987,996.55 | 0.41 | |
Vanguard Developed Markets Index Fund VEA | $17.37M | <0.01 | 346,195 | +6.56% | +$1.07M | 0.67 | |
Fidelity Total Bond ETF FBND | $13.34M | <0.01 | 294,368 | +3,681.22% | +$12.99M | 0.52 | |
iShares 0-3 Month Treasury Bond ETF SGOV | $15.75M | <0.01 | 156,394 | -0.99% | -$157,107.48 | 0.61 | |
iShares Russell 1000 Growth ETF IWF | $19.64M | <0.01 | 58,267 | +5.6% | +$1.04M | 0.76 | |
Vanguard Intermediate-Term Corporate Bond Index Fund VCIT | $11.39M | <0.01 | 141,414 | +29.16% | +$2.57M | 0.44 | |
Pacer US Cash Cows 100 ETF COWZ | $11.63M | <0.01 | 200,092 | +7.28% | +$788,842.36 | 0.45 | |
Schwab U.S. Dividend Equity ETF SCHD | $15.69M | <0.01 | 194,591 | -39.24% | -$10.13M | 0.61 | |
iShares S&P 500 Growth ETF IVW | $11.91M | <0.01 | 141,041 | +12.93% | +$1.36M | 0.46 | |
SPDR Portfolio S&P 500 Value ETF SPYV | $19.87M | <0.01 | 396,633 | +8.33% | +$1.53M | 0.77 | |
Capital Group Growth ETF CGGR | $26.3M | <0.01 | 822,269 | -0.66% | -$175,209.28 | 1.02 | |
Invesco QQQ Trust QQQ | $51.51M | <0.01 | 116,017 | +10.62% | +$4.94M | 2 | |
iShares Core S&P 500 ETF IVV | $55.99M | <0.01 | 106,505 | +3.89% | +$2.1M | 2.17 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $13.23M | <0.01 | 180,809 | +26.34% | +$2.76M | 0.51 | |
Capital Group Dividend Value ETF CGDV | $20.03M | <0.01 | 616,349 | +2.06% | +$404,169.97 | 0.78 | |
Vanguard Growth Index Fund VUG | $20.47M | <0.01 | 59,467 | -2.82% | -$594,089.36 | 0.79 | |
iShares S&P 500 Value ETF IVE | $14.94M | <0.01 | 79,985 | +15.51% | +$2.01M | 0.58 | |
SPDR S&P 500 ETF Trust SPY | $60.2M | <0.01 | 115,096 | +6.18% | +$3.51M | 2.34 | |
Vanguard Value Index Fund VTV | $20.8M | <0.01 | 127,687 | -3.07% | -$659,419.61 | 0.81 | |
iShares Core S&P Small-Cap ETF IJR | $30.01M | <0.01 | 271,577 | +11.21% | +$3.03M | 1.16 | |
SPDR Portfolio S&P 400 Mid Cap ETF SPMD | $25.75M | <0.01 | 482,669 | +9.72% | +$2.28M | 1 | |
SPDR Bloomberg 1-3 Month T-Bill ETF BIL | $41.52M | <0.01 | 452,270 | -8.9% | -$4.05M | 1.61 |