Berkshire Hathaway Inc BRK.B | $26.79M | 4.43 | 63,700 | -0.88% | -$238,436.45 | 0.88 | |
| BuzzFeed, Inc. BZFD | $21.02M | 0.12 | 45,000 | New | +$21.02M | 0.69 | |
| Costco Wholesale Corporation COST | $19.83M | 0.01 | 27,065 | +3.38% | +$649,119.41 | 0.65 | |
| The Home Depot, Inc. HD | $21.58M | 0.01 | 56,261 | -3.15% | -$703,140.64 | 0.71 | |
| Johnson & Johnson JNJ | $14.32M | <0.01 | 90,532 | -8.57% | -$1.34M | 0.47 | |
| Apple Inc. AAPL | $111.33M | <0.01 | 649,249 | +1.81% | +$1.98M | 3.67 | |
| UnitedHealth Group Incorporated UNH | $16.04M | <0.01 | 32,429 | -1% | -$161,764.90 | 0.53 | |
| NVIDIA Corporation NVDA | $81.17M | <0.01 | 89,838 | -10.59% | -$9.62M | 2.67 | |
| Broadcom Inc. AVGO | $23.33M | <0.01 | 17,605 | +0.35% | +$82,177.39 | 0.77 | |
| Merck & Co., Inc. MRK | $13.35M | <0.01 | 101,202 | +2.83% | +$367,743.52 | 0.44 | |
| JPMorgan Chase & Co. JPM | $24.53M | <0.01 | 122,452 | +0.29% | +$69,904.91 | 0.81 | |
| AbbVie Inc. ABBV | $12.25M | <0.01 | 67,275 | +0.66% | +$80,852.19 | 0.4 | |
| The Procter & Gamble Company PG | $13.08M | <0.01 | 80,622 | -3.04% | -$410,492.70 | 0.43 | |
| Visa Inc. V | $14.85M | <0.01 | 53,199 | -6.3% | -$997,993.92 | 0.49 | |
| Tesla, Inc. TSLA | $14.59M | <0.01 | 82,995 | +5.68% | +$784,198.27 | 0.48 | |
| Exxon Mobil Corporation XOM | $16.68M | <0.01 | 143,500 | +9.03% | +$1.38M | 0.55 | |
| Microsoft Corporation MSFT | $96.67M | <0.01 | 229,769 | +1.39% | +$1.32M | 3.18 | |
| Amazon.com, Inc. AMZN | $58.84M | <0.01 | 326,199 | +8.27% | +$4.49M | 1.94 | |
| Mastercard Incorporated MA | $12.65M | <0.01 | 26,262 | -5.31% | -$709,343.90 | 0.42 | |
| Meta Platforms, Inc. META | $19.61M | <0.01 | 40,390 | +6.9% | +$1.27M | 0.65 | |
Alphabet Inc. GOOGL | $27.38M | <0.01 | 181,378 | -3.45% | -$977,722.88 | 0.9 | |
| Alphabet Inc. GOOG | $21.22M | <0.01 | 139,356 | +4.15% | +$846,105.97 | 0.7 | |
Vanguard Small Cap Growth Index Fund VBK | $18.97M | <0.01 | 72,743 | +16.79% | +$2.73M | 0.63 | |
SPDR Dow Jones Industrial Average ETF Trust DIA | $46.75M | <0.01 | 117,521 | -5.49% | -$2.71M | 1.54 | |
JPMorgan Nasdaq Equity Premium Income ETF JEPQ | $15.03M | <0.01 | 277,190 | +265.19% | +$10.92M | 0.5 | |
Invesco Emerging Markets Sovereign Debt ETF PCY | $27.39M | <0.01 | 1.34M | New | +$27.39M | 0.9 | |
JPMorgan Equity Premium Income ETF JEPI | $27.51M | <0.01 | 475,494 | +207.35% | +$18.56M | 0.91 | |
Invesco Russell 1000 Dynamic Multifactor ETF OMFL | $22M | <0.01 | 398,415 | -49.43% | -$21.51M | 0.73 | |
iShares Core S&P 500 ETF IVV | $101.69M | <0.01 | 193,422 | +108.59% | +$52.94M | 3.35 | |
First Trust TCW Unconstrained Plus Bond ETF UCON | $28.08M | <0.01 | 1.14M | +29.13% | +$6.34M | 0.93 | |
iShares Core S&P Small-Cap ETF IJR | $18.03M | <0.01 | 163,099 | -13% | -$2.69M | 0.59 | |
Avantis U.S. Small Cap Value ETF AVUV | $14.73M | <0.01 | 157,178 | New | +$14.73M | 0.49 | |
iShares National Muni Bond ETF MUB | $14.62M | <0.01 | 135,903 | +6.05% | +$834,115.38 | 0.48 | |
iShares Core MSCI EAFE ETF IEFA | $36.95M | <0.01 | 497,806 | +10.28% | +$3.45M | 1.22 | |
SPDR S&P 500 ETF Trust SPY | $28.93M | <0.01 | 55,312 | +8.71% | +$2.32M | 0.95 | |
Avantis U.S. Large Cap Value ETF AVLV | $56.67M | <0.01 | 881,923 | +61.23% | +$21.52M | 1.87 | |
Vanguard Total Stock Market Index Fund VTI | $16.17M | <0.01 | 62,222 | +4.83% | +$744,350.53 | 0.53 | |
iShares iBoxx $ High Yield Corporate Bond ETF HYG | $28.48M | <0.01 | 366,430 | -2.56% | -$749,006.78 | 0.94 | |
Schwab U.S. Large-Cap ETF SCHX | $50.4M | <0.01 | 812,125 | -5.04% | -$2.67M | 1.66 | |
Vanguard 500 Index Fund VOO | $39.23M | <0.01 | 81,611 | -18.65% | -$8.99M | 1.29 | |
Schwab U.S. Large-Cap Value ETF SCHV | $20.49M | <0.01 | 269,654 | -4.96% | -$1.07M | 0.68 | |
Avantis Emerging Markets Equity ETF AVEM | $18.68M | <0.01 | 322,307 | +35.39% | +$4.88M | 0.62 | |
Vanguard Russell 1000 Growth Index Fund VONG | $63.51M | <0.01 | 732,750 | +10.88% | +$6.23M | 2.09 | |
Hartford Core Bond ETF HCRB | $34.58M | <0.01 | 991,859 | New | +$34.58M | 1.14 | |
Schwab U.S. REIT ETF SCHH | $19.29M | <0.01 | 950,118 | +22.1% | +$3.49M | 0.64 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $17.52M | <0.01 | 298,660 | +11.69% | +$1.83M | 0.58 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $26.24M | <0.01 | 282,952 | -3.05% | -$824,929.57 | 0.86 | |
iShares Core U.S. Aggregate Bond ETF AGG | $33.68M | <0.01 | 343,935 | -42.8% | -$25.21M | 1.11 | |
Vanguard Developed Markets Index Fund VEA | $29.57M | <0.01 | 589,320 | +19.3% | +$4.78M | 0.97 | |
Invesco QQQ Trust QQQ | $55.03M | <0.01 | 123,935 | -5.33% | -$3.1M | 1.81 |