Berkshire Hathaway Inc BRK.B | $5.77M | 0.96 | 13,730 | -0.02% | -$1,261.56 | 0.87 | |
| Raymond James Financial, Inc. RJF | $3.11M | 0.01 | 24,181 | +1.96% | +$59,715.11 | 0.47 | |
| McKesson Corporation MCK | $1.81M | <0.01 | 3,377 | 0% | +$0 | 0.27 | |
| Colgate-Palmolive Company CL | $2.01M | <0.01 | 22,299 | 0% | +$0 | 0.3 | |
| Motorola Solutions, Inc. MSI | $1.86M | <0.01 | 5,227 | -7.81% | -$157,256.19 | 0.28 | |
| Illinois Tool Works Inc. ITW | $1.31M | <0.01 | 4,885 | -2.84% | -$38,371.22 | 0.2 | |
| NextEra Energy, Inc. NEE | $2.17M | <0.01 | 33,973 | -0.62% | -$13,548.92 | 0.33 | |
| Merck & Co., Inc. MRK | $1.98M | <0.01 | 14,968 | -0.51% | -$10,028.20 | 0.3 | |
| Thermo Fisher Scientific Inc. TMO | $2.39M | <0.01 | 4,108 | +2.5% | +$58,121.01 | 0.36 | |
| Abbott Laboratories ABT | $2.03M | <0.01 | 17,844 | 0% | +$0 | 0.3 | |
| Chevron Corporation CVX | $2.16M | <0.01 | 13,712 | +7.75% | +$155,527.12 | 0.32 | |
| Stryker Corporation SYK | $1.91M | <0.01 | 5,325 | +0.72% | +$13,599.06 | 0.29 | |
| AbbVie Inc. ABBV | $2.72M | <0.01 | 14,938 | +7.17% | +$182,100.01 | 0.41 | |
| The Coca-Cola Company KO | $1.48M | <0.01 | 24,124 | +3.05% | +$43,621.36 | 0.22 | |
| Cisco Systems, Inc. CSCO | $1.5M | <0.01 | 30,119 | +2.69% | +$39,428.84 | 0.23 | |
| JPMorgan Chase & Co. JPM | $3.61M | <0.01 | 18,017 | +2.98% | +$104,354.68 | 0.54 | |
| Salesforce, Inc. CRM | $2.31M | <0.01 | 7,677 | +4.43% | +$98,184.69 | 0.35 | |
| Johnson & Johnson JNJ | $2.44M | <0.01 | 15,446 | +0.99% | +$23,887.07 | 0.37 | |
| The Procter & Gamble Company PG | $3.21M | <0.01 | 19,766 | -0.69% | -$22,228.03 | 0.48 | |
Berkshire Hathaway Inc BRK.A | $12.05M | <0.01 | 19 | 0% | +$0 | 1.81 | |
| PepsiCo, Inc. PEP | $1.81M | <0.01 | 10,363 | +2.48% | +$43,928.37 | 0.27 | |
| American Express Company AXP | $1.64M | <0.01 | 7,202 | +5.26% | +$81,968.43 | 0.25 | |
| The Home Depot, Inc. HD | $1.97M | <0.01 | 5,141 | -0.35% | -$6,905.29 | 0.3 | |
| Eaton Corporation plc ETN | $1.4M | <0.01 | 4,471 | +1.68% | +$23,140.57 | 0.21 | |
| Union Pacific Corporation UNP | $1.26M | <0.01 | 5,123 | -0.12% | -$1,475.63 | 0.19 | |
Vanguard Growth Index Fund VUG | $2.86M | <0.01 | 8,321 | +2.15% | +$60,235.02 | 0.43 | |
iShares ESG U.S. Aggregate Bond ETF EAGG | $1.89M | <0.01 | 40,192 | +54.58% | +$667,823.69 | 0.28 | |
Vanguard Value Index Fund VTV | $1.79M | <0.01 | 11,018 | +0.57% | +$10,097.32 | 0.27 | |
Vanguard Total Stock Market Index Fund VTI | $1.76M | <0.01 | 6,775 | -7.51% | -$142,945.04 | 0.26 | |
SPDR S&P 500 ETF Trust SPY | $3.31M | <0.01 | 6,334 | -1.89% | -$63,817.83 | 0.5 | |
| Apple Inc. AAPL | $5.3M | <0.01 | 30,919 | +1.48% | +$77,507.72 | 0.8 | |
Vanguard FTSE All-World ex-US Small Capital Index Fund VSS | $1.29M | <0.01 | 11,001 | +2.37% | +$29,793.23 | 0.19 | |
Vanguard 500 Index Fund VOO | $242.89M | <0.01 | 505,287 | +12.26% | +$26.53M | 36.41 | |
iShares MSCI USA Quality Factor ETF QUAL | $19.15M | <0.01 | 116,513 | -2.46% | -$483,680.45 | 2.87 | |
Vanguard Mid Cap Index Fund VO | $1.27M | <0.01 | 5,096 | +3.03% | +$37,479.01 | 0.19 | |
iShares Core S&P Mid-Cap ETF IJH | $2.43M | <0.01 | 40,024 | +401.62% | +$1.95M | 0.36 | |
Vanguard Information Technology Index Fund VGT | $2.01M | <0.01 | 3,840 | -1.92% | -$39,325.51 | 0.3 | |
| Exxon Mobil Corporation XOM | $1.82M | <0.01 | 15,663 | +0.4% | +$7,206.98 | 0.27 | |
iShares Core MSCI EAFE ETF IEFA | $75.04M | <0.01 | 1.01M | +4.45% | +$3.2M | 11.25 | |
Vanguard Small Cap Value Index Fund VBR | $46.81M | <0.01 | 243,933 | +2.94% | +$1.34M | 7.02 | |
Vanguard Total Intl Stock Idx Fund VXUS | $8.64M | <0.01 | 143,203 | +1.33% | +$113,545.09 | 1.29 | |
Vanguard Small Cap Growth Index Fund VBK | $3.63M | <0.01 | 13,936 | -1.44% | -$53,187.96 | 0.55 | |
| Broadcom Inc. AVGO | $1.36M | <0.01 | 1,029 | +1.78% | +$23,857.38 | 0.2 | |
Vanguard Emerging Markets Stock Index Fund VWO | $22.08M | <0.01 | 528,692 | +1.91% | +$414,191.25 | 3.31 | |
| Alphabet Inc. GOOG | $3.35M | <0.01 | 22,032 | -0.72% | -$24,513.87 | 0.5 | |
Vanguard Small Cap Index Fund VB | $32.19M | <0.01 | 140,835 | +6.92% | +$2.08M | 4.83 | |
| Amazon.com, Inc. AMZN | $4.65M | <0.01 | 25,784 | +5.87% | +$257,763.02 | 0.7 | |
| Microsoft Corporation MSFT | $12.98M | <0.01 | 30,847 | +0.86% | +$110,651.14 | 1.95 | |
Vanguard Large Cap Index Fund VV | $1.38M | <0.01 | 5,758 | +0.05% | +$719.24 | 0.21 | |
iShares Core U.S. Aggregate Bond ETF AGG | $41.73M | <0.01 | 426,112 | +6,264.63% | +$41.08M | 6.26 |