Berkshire Hathaway Inc BRK.B | $8.77M | 1.45 | 20,862 | +3.13% | +$266,189.15 | 0.84 | |
| McKesson Corporation MCK | $4.56M | 0.01 | 8,488 | +0.6% | +$27,407.30 | 0.44 | |
| The Progressive Corporation PGR | $5.16M | <0.01 | 24,931 | +0.2% | +$10,341.00 | 0.49 | |
| QUALCOMM Incorporated QCOM | $4.63M | <0.01 | 27,351 | +6.19% | +$269,864.18 | 0.44 | |
| Chevron Corporation CVX | $5.12M | <0.01 | 32,475 | +1.62% | +$81,709.33 | 0.49 | |
| JPMorgan Chase & Co. JPM | $5.87M | <0.01 | 29,304 | +5.45% | +$303,254.19 | 0.56 | |
| Visa Inc. V | $5.24M | <0.01 | 18,784 | +18.45% | +$816,588.12 | 0.5 | |
| Exxon Mobil Corporation XOM | $5.21M | <0.01 | 44,850 | +3.53% | +$177,807.12 | 0.5 | |
| Apple Inc. AAPL | $12.81M | <0.01 | 74,674 | +3.94% | +$485,118.87 | 1.23 | |
Invesco S&P 500 Revenue ETF RWL | $6.96M | <0.01 | 74,227 | 0% | +$0 | 0.67 | |
JPMorgan Ultra-Short Income ETF JPST | $10.9M | <0.01 | 216,129 | +23.47% | +$2.07M | 1.05 | |
Vanguard Intermediate-Term Treasury Index Fund VGIT | $4.76M | <0.01 | 81,307 | -0.35% | -$16,686.75 | 0.46 | |
iShares Gold Trust IAU | $9.71M | <0.01 | 231,017 | +0.17% | +$16,215.86 | 0.93 | |
Invesco S&P MidCap 400 Revenue ETF RWK | $15.68M | <0.01 | 136,187 | +4.85% | +$725,591.43 | 1.5 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $34.06M | <0.01 | 440,550 | +6.23% | +$2M | 3.27 | |
| Alphabet Inc. GOOG | $7.15M | <0.01 | 46,961 | +7.97% | +$527,580.91 | 0.69 | |
JPMorgan Equity Premium Income ETF JEPI | $6.6M | <0.01 | 114,125 | +8.76% | +$531,964.24 | 0.63 | |
Schwab Fundamental U.S. Large Company Index ETF FNDX | $25.32M | <0.01 | 375,657 | +2.85% | +$702,742.22 | 2.43 | |
Invesco BuyBack Achievers ETF PKW | $6.94M | <0.01 | 64,084 | +0.3% | +$20,780.31 | 0.67 | |
iShares Core S&P 500 ETF IVV | $67.14M | <0.01 | 127,708 | +3.06% | +$1.99M | 6.44 | |
SPDR S&P 500 ETF Trust SPY | $23.91M | <0.01 | 45,571 | +<0.01% | +$524.66 | 2.29 | |
Schwab Fundamental International Large Company Index ETF FNDF | $17.83M | <0.01 | 500,721 | +1.55% | +$271,526.42 | 1.71 | |
iShares Core S&P Small-Cap ETF IJR | $24.3M | <0.01 | 219,914 | +4.29% | +$1M | 2.33 | |
SPDR Portfolio S&P 400 Mid Cap ETF SPMD | $4.57M | <0.01 | 85,737 | -0.77% | -$35,684.46 | 0.44 | |
Schwab Fundamental Emerging Markets Large Company Index ETF FNDE | $11.57M | <0.01 | 416,863 | +2.73% | +$307,136.75 | 1.11 | |
| NVIDIA Corporation NVDA | $5.29M | <0.01 | 5,850 | +43.07% | +$1.59M | 0.51 | |
Energy Select Sector SPDR Fund XLE | $16.35M | <0.01 | 173,215 | +4.49% | +$702,881.03 | 1.57 | |
iShares Core S&P Mid-Cap ETF IJH | $35.48M | <0.01 | 584,103 | +420.64% | +$28.66M | 3.4 | |
SPDR S&P 600 Small Cap Value ETF SLYV | $10.76M | <0.01 | 129,739 | +6.58% | +$664,837.26 | 1.03 | |
Distillate U.S. Fundamental Stability & Value ETF DSTL | $44.29M | <0.01 | 821,602 | +2.46% | +$1.06M | 4.25 | |
iShares National Muni Bond ETF MUB | $9.88M | <0.01 | 91,847 | +10.79% | +$962,589.58 | 0.95 | |
Vanguard High Dividend Yield Index Fund VYM | $6.11M | <0.01 | 50,510 | 0% | +$0 | 0.59 | |
iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB | $5.68M | <0.01 | 110,729 | +2.8% | +$154,763.04 | 0.54 | |
iShares 0-3 Month Treasury Bond ETF SGOV | $64.34M | <0.01 | 638,851 | +9.07% | +$5.35M | 6.17 | |
| Microsoft Corporation MSFT | $14.2M | <0.01 | 33,750 | +16.38% | +$2M | 1.36 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $16.7M | <0.01 | 330,117 | +11.97% | +$1.79M | 1.6 | |
iShares Core MSCI Emerging Markets ETF IEMG | $11.46M | <0.01 | 222,183 | +4.17% | +$458,877.89 | 1.1 | |
Schwab Intermediate-Term U.S. Treasury ETF SCHR | $33.55M | <0.01 | 684,007 | +9.59% | +$2.94M | 3.22 | |
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB | $9.34M | <0.01 | 470,038 | +7.5% | +$651,637.06 | 0.9 | |
SPDR S&P MIDCAP 400 ETF Trust MDY | $5.44M | <0.01 | 9,759 | +0.2% | +$10,590.93 | 0.52 | |
Vanguard 500 Index Fund VOO | $11.02M | <0.01 | 22,919 | -0.46% | -$50,473.93 | 1.06 | |
iShares Core MSCI EAFE ETF IEFA | $17.57M | <0.01 | 236,743 | +3.83% | +$648,236.25 | 1.68 | |
Schwab U.S. TIPS ETF SCHP | $8.09M | <0.01 | 155,134 | +6.53% | +$495,935.78 | 0.78 | |
Vanguard International Dividend Appreciation Index Fund VIGI | $12.09M | <0.01 | 148,281 | +3.45% | +$402,919.93 | 1.16 | |
iShares Core MSCI International Developed Markets ETF IDEV | $5.65M | <0.01 | 84,184 | -0.57% | -$32,423.79 | 0.54 | |
Schwab Short-Term U.S. Treasury ETF SCHO | $11.22M | <0.01 | 232,693 | +25.53% | +$2.28M | 1.08 | |
| Amazon.com, Inc. AMZN | $7.14M | <0.01 | 39,590 | +23.13% | +$1.34M | 0.69 | |
Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD | $13.39M | <0.01 | 191,447 | +4.76% | +$608,293.29 | 1.28 | |
Vanguard Dividend Appreciation Index Fund VIG | $42.41M | <0.01 | 232,227 | +2.68% | +$1.11M | 4.07 | |
iShares Ultra Short-Term Bond ETF ICSH | $10.12M | <0.01 | 200,223 | +25.64% | +$2.07M | 0.97 |