Berkshire Hathaway Inc BRK.B | $3.11M | 0.52 | 7,407 | +3.15% | +$95,037.53 | 0.57 | |
| Fastly, Inc. FSLY | $3.63M | 0.21 | 279,847 | 0% | +$0 | 0.66 | |
| AbbVie Inc. ABBV | $1.79M | <0.01 | 9,836 | +5.74% | +$97,246.31 | 0.33 | |
| Johnson & Johnson JNJ | $2.69M | <0.01 | 16,999 | +5.28% | +$134,775.78 | 0.49 | |
| Apple Inc. AAPL | $13.67M | <0.01 | 79,699 | +1.13% | +$152,789.11 | 2.49 | |
| The Procter & Gamble Company PG | $4.09M | <0.01 | 25,228 | -3.32% | -$140,506.23 | 0.75 | |
| PepsiCo, Inc. PEP | $2.4M | <0.01 | 13,692 | +5.08% | +$115,855.61 | 0.44 | |
| Exxon Mobil Corporation XOM | $2.61M | <0.01 | 22,460 | -2.07% | -$55,212.87 | 0.48 | |
| UnitedHealth Group Incorporated UNH | $2.91M | <0.01 | 5,874 | -6.29% | -$194,897.59 | 0.53 | |
| McDonald's Corporation MCD | $1.59M | <0.01 | 5,656 | +0.96% | +$15,225.11 | 0.29 | |
| Accenture plc ACN | $1.78M | <0.01 | 5,139 | +19.79% | +$294,247.31 | 0.33 | |
| JPMorgan Chase & Co. JPM | $3.97M | <0.01 | 19,824 | +8.11% | +$297,846.31 | 0.72 | |
Vanguard S&P 500 Growth Index Fund VOOG | $9.84M | <0.01 | 32,283 | +2.44% | +$234,318.61 | 1.79 | |
Schwab U.S. Large-Cap ETF SCHX | $1.81M | <0.01 | 29,114 | +0.28% | +$5,088.98 | 0.33 | |
Vanguard 500 Index Fund VOO | $5.86M | <0.01 | 12,190 | +6.35% | +$349,937.36 | 1.07 | |
iShares ESG Aware MSCI USA Small-Cap ETF ESML | $1.57M | <0.01 | 38,948 | +13.97% | +$192,289.01 | 0.29 | |
Invesco QQQ Trust QQQ | $3.37M | <0.01 | 7,600 | +33.47% | +$846,240.43 | 0.62 | |
iShares Russell 2000 Growth ETF IWO | $2.5M | <0.01 | 9,232 | -6.66% | -$178,448.31 | 0.46 | |
Vanguard Developed Markets Index Fund VEA | $22.01M | <0.01 | 438,645 | +3.71% | +$787,016.44 | 4.01 | |
Vanguard ESG U.S. Stock ETF ESGV | $4.66M | <0.01 | 49,972 | +26.26% | +$968,434.29 | 0.85 | |
iShares Russell 2000 Value ETF IWN | $1.57M | <0.01 | 9,910 | -0.66% | -$10,481.86 | 0.29 | |
Vanguard Small Cap Value Index Fund VBR | $9.74M | <0.01 | 50,760 | -5.59% | -$577,174.87 | 1.78 | |
iShares ESG Aware MSCI USA ETF ESGU | $8.16M | <0.01 | 70,940 | +13.24% | +$953,711.85 | 1.49 | |
iShares Russell 1000 Growth ETF IWF | $37.76M | <0.01 | 112,024 | +2.04% | +$753,644.54 | 6.88 | |
Vanguard Small Cap Growth Index Fund VBK | $8.34M | <0.01 | 31,984 | -4.63% | -$404,631.45 | 1.52 | |
iShares ESG Aware MSCI EAFE ETF ESGD | $4.39M | <0.01 | 54,909 | +8.82% | +$355,599.65 | 0.8 | |
| NVIDIA Corporation NVDA | $5.06M | <0.01 | 5,599 | +7.61% | +$357,839.65 | 0.92 | |
iShares Russell 1000 Value ETF IWD | $38.96M | <0.01 | 217,546 | +1.82% | +$697,633.82 | 7.1 | |
| Visa Inc. V | $2.78M | <0.01 | 9,970 | +15.25% | +$368,123.51 | 0.51 | |
iShares MSCI Emerging Markets ex China ETF EMXC | $5.21M | <0.01 | 90,532 | +42.9% | +$1.56M | 0.95 | |
| Microsoft Corporation MSFT | $13.45M | <0.01 | 31,967 | +4.34% | +$559,137.45 | 2.45 | |
iShares Core MSCI EAFE ETF IEFA | $5.38M | <0.01 | 72,523 | +8.09% | +$402,640.73 | 0.98 | |
| Meta Platforms, Inc. META | $2.44M | <0.01 | 5,025 | +8.53% | +$191,805.40 | 0.45 | |
Technology Select Sector SPDR Fund XLK | $2.55M | <0.01 | 12,238 | +5.37% | +$129,960.47 | 0.47 | |
iShares Core MSCI International Developed Markets ETF IDEV | $9.04M | <0.01 | 134,650 | +2.37% | +$209,043.13 | 1.65 | |
iShares MSCI USA ESG Select ETF SUSA | $3.32M | <0.01 | 30,412 | -1.06% | -$35,698.85 | 0.61 | |
ARK Next Generation Internet ETF ARKW | $5.78M | <0.01 | 69,419 | -4.32% | -$261,230.53 | 1.05 | |
Vanguard Growth Index Fund VUG | $75.35M | <0.01 | 218,920 | +4.08% | +$2.95M | 13.74 | |
Alphabet Inc. GOOGL | $3.59M | <0.01 | 23,800 | +6.29% | +$212,509.44 | 0.66 | |
SPDR Portfolio S&P 500 Value ETF SPYV | $1.77M | <0.01 | 35,353 | +0.3% | +$5,260.51 | 0.32 | |
ARK Innovation ETF ARKK | $3.38M | <0.01 | 67,502 | -3.94% | -$138,520.41 | 0.62 | |
| Mastercard Incorporated MA | $1.66M | <0.01 | 3,437 | +1.48% | +$24,079.94 | 0.3 | |
Vanguard Value Index Fund VTV | $73.99M | <0.01 | 454,305 | +2.53% | +$1.83M | 13.49 | |
| Alphabet Inc. GOOG | $1.91M | <0.01 | 12,564 | +16.52% | +$271,181.77 | 0.35 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $6.81M | <0.01 | 93,069 | -0.43% | -$29,772.07 | 1.24 | |
| Amazon.com, Inc. AMZN | $5.22M | <0.01 | 28,952 | +6.5% | +$318,731.47 | 0.95 | |
| Eli Lilly and Company LLY | $1.93M | <0.01 | 2,475 | +4.12% | +$76,237.66 | 0.35 | |
Vanguard Total Stock Market Index Fund VTI | $7.21M | <0.01 | 27,724 | +0.32% | +$22,871.21 | 1.31 | |
SPDR Gold Shares GLD | $3.03M | <0.01 | 14,748 | +2.79% | +$82,288.01 | 0.55 | |
SPDR S&P 500 ETF Trust SPY | $11.48M | <0.01 | 21,938 | +0.2% | +$23,015.15 | 2.09 |