Berkshire Hathaway Inc BRK.B | $23.18M | 3.84 | 55,118 | +5.99% | +$1.31M | 11.11 | |
| ACV Auctions Inc. ACVA | $22.35M | 0.72 | 1.19M | -4.19% | -$977,823.15 | 10.71 | |
| Texas Pacific Land Corporation TPL | $13.07M | 0.1 | 22,596 | +208.14% | +$8.83M | 6.27 | |
| AssetMark Financial Holdings, Inc. AMK | $1.47M | 0.06 | 41,390 | 0% | +$0 | 0.7 | |
| Confluent, Inc. CFLT | $1.39M | 0.01 | 45,497 | 0% | +$0 | 0.67 | |
| American Water Works Company, Inc. AWK | $3M | 0.01 | 24,537 | -6.23% | -$199,198.79 | 1.44 | |
| Iron Mountain Incorporated IRM | $900,919.00 | <0.01 | 11,232 | -2.11% | -$19,410.83 | 0.43 | |
| Bank of America Corporation BAC | $1.91M | <0.01 | 50,427 | +12.45% | +$211,633.20 | 0.92 | |
| Raytheon Technologies Corporation RTX | $1.41M | <0.01 | 14,484 | -0.32% | -$4,486.43 | 0.68 | |
| Apple Inc. AAPL | $4.95M | <0.01 | 28,857 | -2.72% | -$138,212.65 | 2.37 | |
Vanguard Consumer Staples Fund VDC | $1.32M | <0.01 | 6,479 | +1.14% | +$14,902.22 | 0.63 | |
| Meta Platforms, Inc. META | $1.29M | <0.01 | 2,656 | -3.38% | -$45,161.44 | 0.62 | |
Vanguard Growth Index Fund VUG | $5.86M | <0.01 | 17,014 | +0.77% | +$44,747.04 | 2.81 | |
Vanguard Intermediate-Term Corporate Bond Index Fund VCIT | $920,301.00 | <0.01 | 11,431 | +1.31% | +$11,915.37 | 0.44 | |
| JPMorgan Chase & Co. JPM | $2.41M | <0.01 | 12,052 | +2.21% | +$52,078.76 | 1.16 | |
Vanguard Value Index Fund VTV | $9.3M | <0.01 | 57,095 | +1.44% | +$131,590.36 | 4.46 | |
Vanguard Small Cap Value Index Fund VBR | $1.65M | <0.01 | 8,592 | +1.92% | +$31,085.07 | 0.79 | |
iShares U.S. Financials ETF IYF | $990,551.00 | <0.01 | 10,356 | -1.81% | -$18,269.14 | 0.48 | |
Vanguard Total Stock Market Index Fund VTI | $2.52M | <0.01 | 9,692 | 0% | +$0 | 1.21 | |
Vanguard Small Cap Growth Index Fund VBK | $1.4M | <0.01 | 5,359 | +0.15% | +$2,085.77 | 0.67 | |
iShares Core S&P U.S. Value ETF IUSV | $917,062.00 | <0.01 | 10,140 | 0% | +$0 | 0.44 | |
Vanguard Communication Services Index Fund VOX | $962,499.00 | <0.01 | 7,335 | +5.89% | +$53,537.78 | 0.46 | |
| Exxon Mobil Corporation XOM | $1.42M | <0.01 | 12,189 | +1.91% | +$26,502.71 | 0.68 | |
Vanguard Industrials Index Fund VIS | $1.09M | <0.01 | 4,445 | +2.56% | +$27,100.66 | 0.52 | |
ARK Innovation ETF ARKK | $6.2M | <0.01 | 123,845 | -1.31% | -$82,581.90 | 2.97 | |
iShares 20+ Year Treasury Bond ETF TLT | $1.45M | <0.01 | 15,308 | +3.22% | +$45,229.64 | 0.69 | |
Consumer Discretionary Select Sector SPDR Fund XLY | $1.71M | <0.01 | 9,307 | +1.97% | +$33,101.11 | 0.82 | |
iShares 3-7 Year Treasury Bond ETF IEI | $2.01M | <0.01 | 17,332 | +4.29% | +$82,571.05 | 0.96 | |
Vanguard Dividend Appreciation Index Fund VIG | $865,502.00 | <0.01 | 4,740 | -2.73% | -$24,285.18 | 0.42 | |
ARK 21Shares Bitcoin ETF ARKB | $1.8M | <0.01 | 25,318 | New | +$1.8M | 0.86 | |
SPDR S&P 500 ETF Trust SPY | $1.03M | <0.01 | 1,962 | +0.31% | +$3,138.80 | 0.49 | |
Health Care Select Sector SPDR Fund XLV | $4.85M | <0.01 | 32,839 | +0.89% | +$42,841.32 | 2.33 | |
iShares 7-10 Year Treasury Bond ETF IEF | $1.25M | <0.01 | 13,214 | +52.92% | +$432,867.64 | 0.6 | |
Vanguard Health Care Index Fund VHT | $990,915.00 | <0.01 | 3,663 | +5.5% | +$51,669.33 | 0.48 | |
| Amazon.com, Inc. AMZN | $2.04M | <0.01 | 11,327 | -0.35% | -$7,215.20 | 0.98 | |
iShares Silver Trust SLV | $1.16M | <0.01 | 51,160 | +2.17% | +$24,752.00 | 0.56 | |
Consumer Staples Select Sector SPDR Fund XLP | $914,816.00 | <0.01 | 11,980 | -27.39% | -$345,155.95 | 0.44 | |
Alphabet Inc. GOOGL | $995,836.00 | <0.01 | 6,598 | -3.4% | -$35,015.75 | 0.48 | |
Vanguard Information Technology Index Fund VGT | $1.88M | <0.01 | 3,578 | +19.11% | +$300,971.24 | 0.9 | |
Technology Select Sector SPDR Fund XLK | $8.01M | <0.01 | 38,438 | -0.42% | -$33,531.59 | 3.84 | |
SPDR Gold MiniShares GLDM | $1.68M | <0.01 | 38,182 | +5.03% | +$80,611.49 | 0.81 | |
Vanguard Financials Index Fund VFH | $1.13M | <0.01 | 11,062 | +0.29% | +$3,276.48 | 0.54 | |
| NVIDIA Corporation NVDA | $1.63M | <0.01 | 1,809 | +0.06% | +$903.56 | 0.78 | |
Financial Select Sector SPDR Fund XLF | $2.02M | <0.01 | 47,848 | +33.03% | +$500,348.51 | 0.97 | |
Grayscale Bitcoin Trust (BTC) GBTC | $19.19M | <0.01 | 303,808 | New | +$19.19M | 9.2 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $1.79M | <0.01 | 30,583 | +3.74% | +$64,690.16 | 0.86 | |
| AbbVie Inc. ABBV | $889,720.00 | <0.01 | 4,886 | +0.04% | +$364.19 | 0.43 | |
| Microsoft Corporation MSFT | $2.39M | <0.01 | 5,686 | +8.18% | +$180,896.30 | 1.15 | |
Communication Services Select Sector SPDR Fund XLC | $2.41M | <0.01 | 29,493 | -0.75% | -$18,210.31 | 1.15 | |
| Enterprise Products Partners L.P. EPD | $1.34M | <0.01 | 45,884 | -2.37% | -$32,535.70 | 0.64 |