Berkshire Hathaway Inc BRK.B | $3.69M | 0.61 | 8,780 | +5.01% | +$176,197.90 | 2.3 | |
| Ryan Specialty Holdings, Inc. RYAN | $15.92M | 0.11 | 286,776 | New | +$15.92M | 9.93 | |
| Jacobs Engineering Group Inc. J | $1.64M | 0.01 | 10,682 | -1.84% | -$30,746.00 | 1.02 | |
Check Point Software Technologies Ltd. CHKP | $855,312.00 | 0.01 | 5,215 | 0% | +$0 | 0.53 | |
| Waters Corporation WAT | $950,763.00 | 0.01 | 2,762 | 0% | +$0 | 0.59 | |
| Vulcan Materials Company VMC | $929,838.00 | <0.01 | 3,407 | +21.38% | +$163,751.92 | 0.58 | |
| Constellation Brands, Inc. STZ | $1.51M | <0.01 | 5,555 | -1.77% | -$27,176.00 | 0.94 | |
| Automatic Data Processing, Inc. ADP | $3.03M | <0.01 | 12,140 | -2.41% | -$74,921.79 | 1.89 | |
| Cigna Corporation CI | $1.61M | <0.01 | 4,437 | +11.99% | +$172,526.38 | 1.01 | |
| Applied Materials, Inc. AMAT | $2.71M | <0.01 | 13,161 | 0% | +$0 | 1.69 | |
| Lowe's Companies, Inc. LOW | $2.29M | <0.01 | 9,007 | +10.1% | +$210,407.52 | 1.43 | |
| Colgate-Palmolive Company CL | $1.81M | <0.01 | 20,151 | 0% | +$0 | 1.13 | |
Novartis AG NVS | $1.41M | <0.01 | 14,540 | +5.82% | +$77,383.99 | 0.88 | |
| The Home Depot, Inc. HD | $3.49M | <0.01 | 9,091 | -2.31% | -$82,476.90 | 2.17 | |
| United Parcel Service, Inc. UPS | $1.45M | <0.01 | 9,778 | +2.93% | +$41,318.06 | 0.91 | |
| Medtronic plc MDT | $1.18M | <0.01 | 13,579 | 0% | +$0 | 0.74 | |
| Union Pacific Corporation UNP | $1.41M | <0.01 | 5,730 | +13.92% | +$172,151.01 | 0.88 | |
| Amgen Inc. AMGN | $1.37M | <0.01 | 4,832 | 0% | +$0 | 0.86 | |
| McDonald's Corporation MCD | $1.27M | <0.01 | 4,517 | +49.72% | +$422,924.95 | 0.79 | |
Diageo plc DEO | $875,456.00 | <0.01 | 5,886 | +3.52% | +$29,747.06 | 0.55 | |
| Synopsys, Inc. SNPS | $1.09M | <0.01 | 1,900 | 0% | +$0 | 0.68 | |
| Waste Management, Inc. WM | $870,718.00 | <0.01 | 4,085 | 0% | +$0 | 0.54 | |
| Abbott Laboratories ABT | $1.57M | <0.01 | 13,848 | +12.03% | +$169,016.86 | 0.98 | |
| CSX Corporation CSX | $919,336.00 | <0.01 | 24,800 | -1.2% | -$11,121.00 | 0.57 | |
| AbbVie Inc. ABBV | $2.72M | <0.01 | 14,939 | +11.19% | +$273,699.03 | 1.7 | |
| JPMorgan Chase & Co. JPM | $3.1M | <0.01 | 15,469 | 0% | +$0 | 1.93 | |
| Johnson & Johnson JNJ | $2.31M | <0.01 | 14,601 | +12.83% | +$262,602.31 | 1.44 | |
| PepsiCo, Inc. PEP | $1.43M | <0.01 | 8,152 | +0.01% | +$175.01 | 0.89 | |
Vanguard FTSE All-World ex-US Small Capital Index Fund VSS | $2.41M | <0.01 | 20,596 | 0% | +$0 | 1.5 | |
Novo Nordisk A/S NVO | $1.39M | <0.01 | 10,830 | 0% | +$0 | 0.87 | |
Alphabet Inc. GOOGL | $2.72M | <0.01 | 18,050 | +23.8% | +$523,727.20 | 1.7 | |
Vanguard Dividend Appreciation Index Fund VIG | $7.2M | <0.01 | 39,405 | +2.21% | +$155,220.12 | 4.49 | |
| Microsoft Corporation MSFT | $6.08M | <0.01 | 14,451 | +1.5% | +$90,035.91 | 3.79 | |
SPDR Gold Shares GLD | $2.15M | <0.01 | 10,451 | +46.15% | +$678,876.09 | 1.34 | |
| Exxon Mobil Corporation XOM | $1.83M | <0.01 | 15,737 | +0.04% | +$697.46 | 1.14 | |
| Amazon.com, Inc. AMZN | $925,349.00 | <0.01 | 5,130 | +4.06% | +$36,075.98 | 0.58 | |
iShares Select Dividend ETF DVY | $2.13M | <0.01 | 17,278 | 0% | +$0 | 1.33 | |
Health Care Select Sector SPDR Fund XLV | $1.09M | <0.01 | 7,396 | 0% | +$0 | 0.68 | |
| The Walt Disney Company DIS | $1.06M | <0.01 | 8,659 | 0% | +$0 | 0.66 | |
Energy Select Sector SPDR Fund XLE | $977,616.00 | <0.01 | 10,355 | 0% | +$0 | 0.61 | |
| Mastercard Incorporated MA | $866,907.00 | <0.01 | 1,800 | -5.26% | -$48,161.50 | 0.54 | |
| Walmart Inc. WMT | $1.46M | <0.01 | 24,330 | +228.38% | +$1.02M | 0.91 | |
| Chevron Corporation CVX | $953,065.00 | <0.01 | 6,042 | +5.22% | +$47,322.00 | 0.59 | |
SPDR S&P Dividend ETF SDY | $1.98M | <0.01 | 15,107 | +0.01% | +$262.48 | 1.24 | |
| The Coca-Cola Company KO | $1.09M | <0.01 | 17,769 | +3.5% | +$36,708.02 | 0.68 | |
Vanguard Total Intl Stock Idx Fund VXUS | $1.8M | <0.01 | 29,825 | +13.29% | +$211,047.36 | 1.12 | |
| Costco Wholesale Corporation COST | $1.01M | <0.01 | 1,385 | 0% | +$0 | 0.63 | |
| The Procter & Gamble Company PG | $1.7M | <0.01 | 10,493 | +1.51% | +$25,311.46 | 1.06 | |
| Apple Inc. AAPL | $5.59M | <0.01 | 32,620 | +29.32% | +$1.27M | 3.49 | |
Vanguard Ultra-Short Bond ETF VUSB | $3.96M | <0.01 | 79,977 | +1.01% | +$39,590.34 | 2.47 |