Berkshire Hathaway Inc BRK.B | $5.69M | 0.94 | 13,532 | +61.56% | +$2.17M | 0.65 | |
| The Southern Company SO | $3.57M | 0.01 | 49,755 | +7.67% | +$254,247.01 | 0.41 | |
| Exxon Mobil Corporation XOM | $8.93M | <0.01 | 76,789 | +5.33% | +$451,827.65 | 1.01 | |
| The Procter & Gamble Company PG | $3.77M | <0.01 | 23,210 | +8.65% | +$299,838.04 | 0.43 | |
| NVIDIA Corporation NVDA | $17.62M | <0.01 | 19,504 | -1.96% | -$352,396.89 | 2 | |
| Amazon.com, Inc. AMZN | $9.6M | <0.01 | 53,202 | -2.87% | -$283,016.29 | 1.09 | |
| Merck & Co., Inc. MRK | $3.43M | <0.01 | 26,016 | -17.62% | -$734,178.10 | 0.39 | |
| Apple Inc. AAPL | $21.61M | <0.01 | 126,004 | +1.74% | +$370,225.06 | 2.45 | |
| Johnson & Johnson JNJ | $5.58M | <0.01 | 35,247 | +3.74% | +$201,060.97 | 0.63 | |
| Tesla, Inc. TSLA | $7.03M | <0.01 | 39,968 | -3.28% | -$238,020.11 | 0.8 | |
Schwab U.S. Large-Cap ETF SCHX | $22.2M | <0.01 | 357,644 | +0.27% | +$60,694.60 | 2.52 | |
Capital Group Global Growth Equity ETF CGGO | $10.4M | <0.01 | 361,134 | +2.34% | +$237,599.88 | 1.18 | |
Vanguard Total Stock Market Index Fund VTI | $49.28M | <0.01 | 189,592 | +23.24% | +$9.29M | 5.58 | |
iShares Core International Aggregate Bond ETF IAGG | $10.31M | <0.01 | 206,463 | +10.32% | +$964,733.38 | 1.17 | |
Schwab U.S. Mid-Cap ETF SCHM | $6.53M | <0.01 | 80,158 | +5.04% | +$313,177.86 | 0.74 | |
Vanguard 500 Index Fund VOO | $7.18M | <0.01 | 14,937 | +224.44% | +$4.97M | 0.81 | |
| Alphabet Inc. GOOG | $4.68M | <0.01 | 30,737 | +1.05% | +$48,875.78 | 0.53 | |
Schwab 1000 Index ETF SCHK | $5.69M | <0.01 | 112,351 | New | +$5.69M | 0.65 | |
| Microsoft Corporation MSFT | $10.13M | <0.01 | 24,079 | +5.75% | +$550,730.91 | 1.15 | |
Vanguard Dividend Appreciation Index Fund VIG | $13.43M | <0.01 | 73,563 | +9.1% | +$1.12M | 1.52 | |
VanEck Gold Miners ETF GDX | $4.02M | <0.01 | 126,985 | +0.74% | +$29,596.31 | 0.46 | |
iShares Core U.S. Aggregate Bond ETF AGG | $18.28M | <0.01 | 186,695 | +10.4% | +$1.72M | 2.07 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $35.98M | <0.01 | 388,020 | -1.18% | -$429,479.00 | 4.08 | |
Vanguard Information Technology Index Fund VGT | $3.58M | <0.01 | 6,823 | +5.9% | +$199,243.86 | 0.41 | |
Fidelity Total Bond ETF FBND | $18.53M | <0.01 | 408,916 | +13.5% | +$2.2M | 2.1 | |
Schwab International Equity ETF SCHF | $14.54M | <0.01 | 372,516 | +2.92% | +$412,948.22 | 1.65 | |
| Meta Platforms, Inc. META | $3.54M | <0.01 | 7,299 | +44.79% | +$1.1M | 0.4 | |
Vanguard Developed Markets Index Fund VEA | $5.26M | <0.01 | 104,818 | +100.02% | +$2.63M | 0.6 | |
Vanguard Extended Duration Treasury Index Fund EDV | $3.79M | <0.01 | 49,473 | +89.78% | +$1.79M | 0.43 | |
Schwab Emerging Markets Equity ETF SCHE | $5.47M | <0.01 | 216,826 | +9.5% | +$475,053.11 | 0.62 | |
Vanguard Small Cap Index Fund VB | $3.73M | <0.01 | 16,327 | -45.69% | -$3.14M | 0.42 | |
WisdomTree U.S. MidCap Dividend Fund DON | $3.55M | <0.01 | 72,689 | -32.38% | -$1.7M | 0.4 | |
Schwab U.S. Dividend Equity ETF SCHD | $36.94M | <0.01 | 458,086 | +7.19% | +$2.48M | 4.19 | |
Janus Henderson AAA CLO ETF JAAA | $6.71M | <0.01 | 132,314 | +104.57% | +$3.43M | 0.76 | |
WisdomTree U.S. LargeCap Dividend Fund DLN | $10.73M | <0.01 | 148,593 | -17.65% | -$2.3M | 1.22 | |
Schwab International Small-Cap Equity ETF SCHC | $5.25M | <0.01 | 146,653 | +4.73% | +$237,318.63 | 0.6 | |
iShares Russell 1000 Growth ETF IWF | $3.89M | <0.01 | 11,538 | +6.37% | +$232,899.40 | 0.44 | |
SPDR DoubleLine Total Return Tactical ETF TOTL | $15.43M | <0.01 | 385,197 | +13.1% | +$1.79M | 1.75 | |
WisdomTree U.S. Quality Dividend Growth Fund DGRW | $13.16M | <0.01 | 172,755 | +29.73% | +$3.02M | 1.49 | |
Schwab U.S. Small-Cap ETF SCHA | $11.5M | <0.01 | 233,580 | +1.28% | +$145,405.52 | 1.3 | |
iShares Core S&P 500 ETF IVV | $9.78M | <0.01 | 18,608 | +2.97% | +$282,310.81 | 1.11 | |
SPDR S&P 500 ETF Trust SPY | $22.44M | <0.01 | 42,905 | +0.11% | +$24,584.23 | 2.54 | |
Dimensional U.S. Equity ETF DFUS | $5.6M | <0.01 | 98,253 | +111.62% | +$2.95M | 0.63 | |
Invesco NASDAQ 100 ETF QQQM | $8.18M | <0.01 | 44,785 | -0.83% | -$68,691.60 | 0.93 | |
Vanguard Emerging Markets Stock Index Fund VWO | $3.69M | <0.01 | 88,322 | +102.65% | +$1.87M | 0.42 | |
iShares Core S&P U.S. Value ETF IUSV | $6.47M | <0.01 | 71,494 | New | +$6.47M | 0.73 | |
Pacer US Cash Cows 100 ETF COWZ | $8.49M | <0.01 | 146,115 | +57.27% | +$3.09M | 0.96 | |
Invesco QQQ Trust QQQ | $8M | <0.01 | 18,025 | +76.35% | +$3.46M | 0.91 | |
Vanguard Value Index Fund VTV | $3.45M | <0.01 | 21,198 | -47.36% | -$3.11M | 0.39 | |
iShares Core S&P U.S. Growth ETF IUSG | $5.64M | <0.01 | 48,130 | New | +$5.64M | 0.64 |