Berkshire Hathaway Inc BRK.B | $4.21M | 0.7 | 10,018 | New | +$4.21M | 0.94 | |
| Independent Bank Group, Inc. IBTX | $6.03M | 0.32 | 132,124 | New | +$6.03M | 1.35 | |
| Insight Enterprises, Inc. NSIT | $5.69M | 0.09 | 30,647 | New | +$5.69M | 1.27 | |
| MicroStrategy Incorporated MSTR | $4.77M | 0.02 | 2,800 | New | +$4.77M | 1.07 | |
| PepsiCo, Inc. PEP | $8.81M | <0.01 | 50,338 | New | +$8.81M | 1.97 | |
| Apple Inc. AAPL | $17.09M | <0.01 | 99,673 | New | +$17.09M | 3.81 | |
| Visa Inc. V | $4.07M | <0.01 | 14,585 | New | +$4.07M | 0.91 | |
| Tesla, Inc. TSLA | $3.9M | <0.01 | 22,182 | New | +$3.9M | 0.87 | |
| The Walt Disney Company DIS | $1.55M | <0.01 | 12,659 | New | +$1.55M | 0.35 | |
| Accenture plc ACN | $2.86M | <0.01 | 8,259 | New | +$2.86M | 0.64 | |
iShares Russell 3000 ETF IWV | $2.91M | <0.01 | 9,698 | New | +$2.91M | 0.65 | |
Alphabet Inc. GOOGL | $1.8M | <0.01 | 11,910 | New | +$1.8M | 0.4 | |
| NVIDIA Corporation NVDA | $2.51M | <0.01 | 2,774 | New | +$2.51M | 0.56 | |
iShares Russell 1000 ETF IWB | $4.75M | <0.01 | 16,501 | New | +$4.75M | 1.06 | |
First Trust TCW Unconstrained Plus Bond ETF UCON | $2.19M | <0.01 | 88,838 | New | +$2.19M | 0.49 | |
| Alphabet Inc. GOOG | $1.75M | <0.01 | 11,508 | New | +$1.75M | 0.39 | |
iShares Core S&P 500 ETF IVV | $1.55M | <0.01 | 2,945 | New | +$1.55M | 0.35 | |
iShares MSCI EAFE ETF EFA | $1.59M | <0.01 | 19,855 | New | +$1.59M | 0.35 | |
ProShares S&P 500 Dividend Aristocrats ETF NOBL | $5M | <0.01 | 49,316 | New | +$5M | 1.12 | |
iShares S&P 500 Value ETF IVE | $2.19M | <0.01 | 11,720 | New | +$2.19M | 0.49 | |
SPDR S&P 500 ETF Trust SPY | $1.29M | <0.01 | 2,470 | New | +$1.29M | 0.29 | |
| Exxon Mobil Corporation XOM | $1.79M | <0.01 | 15,435 | New | +$1.79M | 0.4 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $4.36M | <0.01 | 37,803 | New | +$4.36M | 0.97 | |
Invesco S&P 500 Quality ETF SPHQ | $33.41M | <0.01 | 552,950 | New | +$33.41M | 7.46 | |
Dimensional U.S. Equity ETF DFUS | $36.62M | <0.01 | 642,597 | New | +$36.62M | 8.17 | |
| Microsoft Corporation MSFT | $8.64M | <0.01 | 20,534 | New | +$8.64M | 1.93 | |
Vanguard Value Index Fund VTV | $25.8M | <0.01 | 158,391 | New | +$25.8M | 5.76 | |
iShares Core S&P Small-Cap ETF IJR | $11.52M | <0.01 | 104,272 | New | +$11.52M | 2.57 | |
Schwab U.S. Large-Cap ETF SCHX | $11.61M | <0.01 | 187,014 | New | +$11.61M | 2.59 | |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT | $4.38M | <0.01 | 43,565 | New | +$4.38M | 0.98 | |
Vanguard Total Stock Market Index Fund VTI | $4.24M | <0.01 | 16,310 | New | +$4.24M | 0.95 | |
iShares Core S&P Mid-Cap ETF IJH | $1.89M | <0.01 | 31,168 | New | +$1.89M | 0.42 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $1.65M | <0.01 | 17,761 | New | +$1.65M | 0.37 | |
Vanguard Total Bond Market Index Fund BND | $3.05M | <0.01 | 42,047 | New | +$3.05M | 0.68 | |
| Mastercard Incorporated MA | $1.56M | <0.01 | 3,242 | New | +$1.56M | 0.35 | |
Vanguard 500 Index Fund VOO | $24.93M | <0.01 | 51,859 | New | +$24.93M | 5.56 | |
iShares Core MSCI Emerging Markets ETF IEMG | $2.11M | <0.01 | 40,797 | New | +$2.11M | 0.47 | |
Schwab International Equity ETF SCHF | $1.86M | <0.01 | 47,557 | New | +$1.86M | 0.41 | |
Avantis International Equity ETF AVDE | $2.04M | <0.01 | 32,077 | New | +$2.04M | 0.46 | |
| Eli Lilly and Company LLY | $1.38M | <0.01 | 1,771 | New | +$1.38M | 0.31 | |
Vanguard Russell 1000 Index Fund VONE | $57.1M | <0.01 | 239,594 | New | +$57.1M | 12.74 | |
iShares Core MSCI EAFE ETF IEFA | $19.96M | <0.01 | 268,872 | New | +$19.96M | 4.45 | |
Schwab U.S. Dividend Equity ETF SCHD | $1.25M | <0.01 | 15,474 | New | +$1.25M | 0.28 | |
| Amazon.com, Inc. AMZN | $4.86M | <0.01 | 26,960 | New | +$4.86M | 1.09 | |
JPMorgan Ultra-Short Income ETF JPST | $4.29M | <0.01 | 85,016 | New | +$4.29M | 0.96 | |
Vanguard Developed Markets Index Fund VEA | $7.71M | <0.01 | 153,761 | New | +$7.71M | 1.72 | |
iShares MSCI USA Quality Factor ETF QUAL | $2.95M | <0.01 | 17,975 | New | +$2.95M | 0.66 | |
| JPMorgan Chase & Co. JPM | $1.27M | <0.01 | 6,330 | New | +$1.27M | 0.28 | |
Vanguard Small Cap Index Fund VB | $17.38M | <0.01 | 76,018 | New | +$17.38M | 3.88 | |
| The Home Depot, Inc. HD | $1.61M | <0.01 | 4,196 | New | +$1.61M | 0.36 |