Berkshire Hathaway Inc BRK.B | $4.4M | 0.73 | 10,458 | +1.53% | +$66,442.16 | 1 | |
| Seelos Therapeutics, Inc. SEEL | $7.03M | 0.46 | 11,889 | New | +$7.03M | 1.6 | |
| NextEra Energy, Inc. NEE | $2.02M | <0.01 | 31,620 | +0.47% | +$9,458.66 | 0.46 | |
| The Home Depot, Inc. HD | $6.72M | <0.01 | 17,531 | -0.18% | -$12,274.96 | 1.53 | |
| Microsoft Corporation MSFT | $17.08M | <0.01 | 40,598 | -0.68% | -$116,960.55 | 3.88 | |
| Amazon.com, Inc. AMZN | $24.81M | <0.01 | 137,534 | -0.64% | -$159,095.16 | 5.64 | |
| Merck & Co., Inc. MRK | $1.86M | <0.01 | 14,072 | -1.07% | -$20,056.37 | 0.42 | |
| AbbVie Inc. ABBV | $2.08M | <0.01 | 11,428 | +0.09% | +$1,821.05 | 0.47 | |
| Meta Platforms, Inc. META | $6.64M | <0.01 | 13,681 | +0.03% | +$1,942.34 | 1.51 | |
| Visa Inc. V | $4.79M | <0.01 | 17,180 | -0.34% | -$16,187.08 | 1.09 | |
Alphabet Inc. GOOGL | $10.01M | <0.01 | 66,305 | +0.87% | +$86,482.89 | 2.27 | |
| Apple Inc. AAPL | $35.34M | <0.01 | 206,107 | -0.27% | -$94,999.83 | 8.03 | |
| Mastercard Incorporated MA | $3.51M | <0.01 | 7,279 | +1.31% | +$45,270.33 | 0.8 | |
| The Procter & Gamble Company PG | $1.93M | <0.01 | 11,901 | -2.01% | -$39,588.38 | 0.44 | |
| The Walt Disney Company DIS | $2.12M | <0.01 | 17,335 | -1.76% | -$38,054.29 | 0.48 | |
| Exxon Mobil Corporation XOM | $3.92M | <0.01 | 33,732 | +0.2% | +$7,904.21 | 0.89 | |
| Chevron Corporation CVX | $1.99M | <0.01 | 12,643 | +0.18% | +$3,627.97 | 0.45 | |
| NVIDIA Corporation NVDA | $8.74M | <0.01 | 9,675 | +1.21% | +$104,815.20 | 1.99 | |
Vanguard Mid Cap Index Fund VO | $8.14M | <0.01 | 32,580 | +8.21% | +$617,907.14 | 1.85 | |
iShares Core S&P Small-Cap ETF IJR | $2.91M | <0.01 | 26,330 | +3.33% | +$93,833.01 | 0.66 | |
Schwab U.S. Dividend Equity ETF SCHD | $26.09M | <0.01 | 323,623 | +7.7% | +$1.86M | 5.93 | |
Vanguard Dividend Appreciation Index Fund VIG | $17.34M | <0.01 | 94,949 | -1.73% | -$304,959.44 | 3.94 | |
iShares Core S&P Mid-Cap ETF IJH | $4.88M | <0.01 | 80,420 | +404.14% | +$3.92M | 1.11 | |
Schwab U.S. Small-Cap ETF SCHA | $1.68M | <0.01 | 34,129 | -0.44% | -$7,385.95 | 0.38 | |
| Broadcom Inc. AVGO | $2.75M | <0.01 | 2,072 | -1.99% | -$55,664.70 | 0.62 | |
Vanguard Intermediate-Term Corporate Bond Index Fund VCIT | $2.37M | <0.01 | 29,493 | +47.85% | +$768,456.48 | 0.54 | |
iShares Core High Dividend ETF HDV | $2.94M | <0.01 | 26,687 | -0.34% | -$9,918.89 | 0.67 | |
Invesco S&P 500 Equal Weight ETF RSP | $3.76M | <0.01 | 22,222 | +7% | +$246,261.88 | 0.86 | |
Vanguard Small Cap Index Fund VB | $12.48M | <0.01 | 54,578 | +3.97% | +$476,835.72 | 2.84 | |
Invesco QQQ Trust QQQ | $16.25M | <0.01 | 36,604 | +4.42% | +$688,650.36 | 3.69 | |
Innovator S&P 500 Power Buffer ETF — July PJUL | $1.99M | <0.01 | 52,415 | -6.84% | -$146,223.02 | 0.45 | |
SPDR S&P 500 ETF Trust SPY | $6.98M | <0.01 | 13,342 | +1.9% | +$130,247.49 | 1.59 | |
| Alphabet Inc. GOOG | $4.23M | <0.01 | 27,759 | -0.36% | -$15,226.06 | 0.96 | |
Innovator U.S. Equity Power Buffer ETF - January PJAN | $3.44M | <0.01 | 88,048 | +59.99% | +$1.29M | 0.78 | |
| Eli Lilly and Company LLY | $3.12M | <0.01 | 4,008 | -2.05% | -$65,343.07 | 0.71 | |
Grayscale Bitcoin Trust (BTC) GBTC | $2.05M | <0.01 | 32,503 | New | +$2.05M | 0.47 | |
| JPMorgan Chase & Co. JPM | $2.04M | <0.01 | 10,203 | +0.81% | +$16,424.53 | 0.46 | |
SPDR S&P Dividend ETF SDY | $15.32M | <0.01 | 116,765 | -1.15% | -$177,961.24 | 3.48 | |
WisdomTree U.S. LargeCap Dividend Fund DLN | $2.22M | <0.01 | 30,763 | +0.05% | +$1,155.04 | 0.51 | |
Innovator U.S. Equity Power Buffer ETF - December PDEC | $1.87M | <0.01 | 51,086 | -5.55% | -$109,793.92 | 0.43 | |
| Johnson & Johnson JNJ | $1.69M | <0.01 | 10,692 | -1.75% | -$30,213.66 | 0.38 | |
Schwab U.S. Mid-Cap ETF SCHM | $2.87M | <0.01 | 35,246 | +0.22% | +$6,351.53 | 0.65 | |
Innovator U.S. Equity Power Buffer ETF - August PAUG | $2.08M | <0.01 | 58,801 | +0.44% | +$9,198.80 | 0.47 | |
iShares Russell 1000 Growth ETF IWF | $2.95M | <0.01 | 8,738 | +0.6% | +$17,526.00 | 0.67 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $21.4M | <0.01 | 230,773 | +5.28% | +$1.07M | 4.86 | |
WisdomTree U.S. Quality Dividend Growth Fund DGRW | $6.98M | <0.01 | 91,637 | +16.02% | +$964,261.74 | 1.59 | |
Fidelity Nasdaq Composite Index ETF ONEQ | $1.99M | <0.01 | 30,896 | -0.32% | -$6,375.64 | 0.45 | |
Vanguard 500 Index Fund VOO | $1.96M | <0.01 | 4,086 | +101.98% | +$991,612.30 | 0.45 | |
iShares Core S&P 500 ETF IVV | $12.28M | <0.01 | 23,350 | +5.59% | +$650,316.17 | 2.79 | |
Schwab International Equity ETF SCHF | $5.47M | <0.01 | 140,082 | +9.66% | +$481,661.24 | 1.24 |