Berkshire Hathaway Inc BRK.B | $176.74M | 29.25 | 420,290 | +12.56% | +$19.72M | 1.31 | |
| Parker-Hannifin Corporation PH | $345.21M | 0.48 | 621,121 | -0.51% | -$1.78M | 2.55 | |
| Caterpillar Inc. CAT | $54.55M | 0.03 | 148,860 | +10.46% | +$5.16M | 0.4 | |
| JPMorgan Chase & Co. JPM | $103.69M | 0.02 | 517,671 | +7% | +$6.78M | 0.77 | |
| AbbVie Inc. ABBV | $55.74M | 0.02 | 306,105 | +5.88% | +$3.09M | 0.41 | |
| Chevron Corporation CVX | $50.01M | 0.02 | 317,069 | +15.72% | +$6.79M | 0.37 | |
| Apple Inc. AAPL | $422.53M | 0.02 | 2.46M | +9.83% | +$37.81M | 3.13 | |
| The Procter & Gamble Company PG | $60.22M | 0.02 | 371,142 | +13.13% | +$6.99M | 0.45 | |
| Johnson & Johnson JNJ | $55.67M | 0.02 | 351,902 | +7.09% | +$3.69M | 0.41 | |
| Exxon Mobil Corporation XOM | $75.7M | 0.02 | 651,210 | +12.74% | +$8.55M | 0.56 | |
| The Home Depot, Inc. HD | $55.25M | 0.02 | 144,023 | +10.99% | +$5.47M | 0.41 | |
| Amazon.com, Inc. AMZN | $201.33M | 0.01 | 1.12M | +5.24% | +$10.02M | 1.49 | |
| UnitedHealth Group Incorporated UNH | $50.1M | 0.01 | 101,266 | +6.33% | +$2.98M | 0.37 | |
| NVIDIA Corporation NVDA | $245.11M | 0.01 | 271,272 | +16.27% | +$34.3M | 1.81 | |
| Microsoft Corporation MSFT | $324.45M | 0.01 | 771,182 | +10.6% | +$31.11M | 2.4 | |
| Visa Inc. V | $51.4M | 0.01 | 184,194 | +7.74% | +$3.69M | 0.38 | |
| Eli Lilly and Company LLY | $58.88M | 0.01 | 75,680 | +15.86% | +$8.06M | 0.44 | |
| Meta Platforms, Inc. META | $62.81M | 0.01 | 129,353 | +21.82% | +$11.25M | 0.47 | |
Alphabet Inc. GOOGL | $80.47M | <0.01 | 533,158 | +9.3% | +$6.85M | 0.6 | |
| Alphabet Inc. GOOG | $69.96M | <0.01 | 459,466 | +11.09% | +$6.99M | 0.52 | |
Vanguard Growth Index Fund VUG | $143.44M | <0.01 | 416,746 | +7.29% | +$9.74M | 1.06 | |
SPDR S&P 500 ETF Trust SPY | $236.06M | <0.01 | 451,305 | +17.43% | +$35.03M | 1.75 | |
Vanguard Value Index Fund VTV | $136.26M | <0.01 | 836,695 | +14.19% | +$16.93M | 1.01 | |
SPDR Portfolio S&P 500 ETF SPLG | $57.17M | <0.01 | 929,169 | +3.72% | +$2.05M | 0.42 | |
Vanguard Total Stock Market Index Fund VTI | $201.14M | <0.01 | 773,930 | +9.51% | +$17.47M | 1.49 | |
First Trust Value Line Dividend Index Fund FVD | $49.65M | <0.01 | 1.18M | +3.87% | +$1.85M | 0.37 | |
Schwab U.S. Dividend Equity ETF SCHD | $108.64M | <0.01 | 1.35M | +7.72% | +$7.79M | 0.8 | |
Vanguard 500 Index Fund VOO | $250.22M | <0.01 | 520,531 | +19.89% | +$41.51M | 1.85 | |
First Trust TCW Opportunistic Fixed Income ETF FIXD | $49.75M | <0.01 | 1.14M | +17.29% | +$7.33M | 0.37 | |
Invesco S&P 500 Equal Weight ETF RSP | $83.22M | <0.01 | 491,350 | +6.08% | +$4.77M | 0.62 | |
Vanguard Mid Cap Index Fund VO | $63.14M | <0.01 | 252,689 | +21.19% | +$11.04M | 0.47 | |
Fidelity Total Bond ETF FBND | $60.66M | <0.01 | 1.34M | +29.37% | +$13.77M | 0.45 | |
First Trust Rising Dividend Achievers ETF RDVY | $142.79M | <0.01 | 2.54M | +17.4% | +$21.16M | 1.06 | |
iShares Russell 1000 Growth ETF IWF | $54.31M | <0.01 | 161,133 | +8.98% | +$4.48M | 0.4 | |
Vanguard Dividend Appreciation Index Fund VIG | $65.92M | <0.01 | 360,988 | +5.69% | +$3.55M | 0.49 | |
iShares MSCI USA Quality Factor ETF QUAL | $80.98M | <0.01 | 492,753 | +16.44% | +$11.44M | 0.6 | |
iShares Core S&P 500 ETF IVV | $311.72M | <0.01 | 592,930 | +7.84% | +$22.67M | 2.31 | |
Vanguard Small Cap Index Fund VB | $55.01M | <0.01 | 240,636 | +23.01% | +$10.29M | 0.41 | |
Pacer US Cash Cows 100 ETF COWZ | $87.8M | <0.01 | 1.51M | +28.89% | +$19.68M | 0.65 | |
Invesco QQQ Trust QQQ | $244.47M | <0.01 | 550,598 | +11.79% | +$25.79M | 1.81 | |
iShares S&P 500 Value ETF IVE | $102.93M | <0.01 | 550,977 | +4.66% | +$4.58M | 0.76 | |
Capital Group Dividend Value ETF CGDV | $52.99M | <0.01 | 1.63M | +31.77% | +$12.78M | 0.39 | |
Technology Select Sector SPDR Fund XLK | $74.8M | <0.01 | 359,159 | +30.88% | +$17.65M | 0.55 | |
iShares Core S&P Small-Cap ETF IJR | $115.08M | <0.01 | 1.04M | +5.85% | +$6.36M | 0.85 | |
WisdomTree Floating Rate Treasury Fund USFR | $100.58M | <0.01 | 2M | +40.66% | +$29.07M | 0.74 | |
Vanguard High Dividend Yield Index Fund VYM | $113.45M | <0.01 | 937,708 | +3.18% | +$3.5M | 0.84 | |
iShares Core S&P Mid-Cap ETF IJH | $77.15M | <0.01 | 1.27M | +423.32% | +$62.4M | 0.57 | |
First Trust Cboe Vest Fund of Buffer ETFs BUFR | $49.23M | <0.01 | 1.76M | +4.88% | +$2.29M | 0.36 | |
Vanguard Total Intl Stock Idx Fund VXUS | $63.21M | <0.01 | 1.05M | +8.54% | +$4.97M | 0.47 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $51.12M | <0.01 | 698,851 | -1.18% | -$610,290.28 | 0.38 |