Berkshire Hathaway Inc BRK.B | $12.48M | 2.19 | 31,469 | New | +$12.48M | 2.5 | |
| The Boeing Company BA | $22.89M | 0.02 | 136,390 | New | +$22.89M | 4.58 | |
| Applied Materials, Inc. AMAT | $19.46M | 0.01 | 97,985 | New | +$19.46M | 3.9 | |
| Sempra SRE | $2.62M | 0.01 | 36,572 | New | +$2.62M | 0.52 | |
| Deere & Company DE | $6.51M | 0.01 | 16,627 | New | +$6.51M | 1.3 | |
| Automatic Data Processing, Inc. ADP | $6.25M | 0.01 | 25,820 | New | +$6.25M | 1.25 | |
| American Tower Corporation AMT | $3.78M | 0.01 | 22,030 | New | +$3.78M | 0.76 | |
| Trane Technologies plc TT | $3.41M | 0.01 | 10,733 | New | +$3.41M | 0.68 | |
| Becton, Dickinson and Company BDX | $3.23M | 0.01 | 13,782 | New | +$3.23M | 0.65 | |
| KLA Corporation KLAC | $2.35M | <0.01 | 3,405 | New | +$2.35M | 0.47 | |
| Costco Wholesale Corporation COST | $10.24M | <0.01 | 14,159 | New | +$10.24M | 2.05 | |
| PepsiCo, Inc. PEP | $6.88M | <0.01 | 39,121 | New | +$6.88M | 1.38 | |
Constellation Energy Corporation CEG | $1.76M | <0.01 | 9,483 | New | +$1.76M | 0.35 | |
| Caterpillar Inc. CAT | $4.95M | <0.01 | 14,794 | New | +$4.95M | 0.99 | |
| BlackRock, Inc. BLK | $3.25M | <0.01 | 4,310 | New | +$3.25M | 0.65 | |
| FedEx Corporation FDX | $2.06M | <0.01 | 7,855 | New | +$2.06M | 0.41 | |
| Thermo Fisher Scientific Inc. TMO | $6.07M | <0.01 | 10,681 | New | +$6.07M | 1.22 | |
Elevance Health Inc. ELV | $2.01M | <0.01 | 3,810 | New | +$2.01M | 0.4 | |
| Broadcom Inc. AVGO | $13.1M | <0.01 | 10,079 | New | +$13.1M | 2.62 | |
| Walmart Inc. WMT | $8.4M | <0.01 | 141,481 | New | +$8.4M | 1.68 | |
| Amazon.com, Inc. AMZN | $33.34M | <0.01 | 190,492 | New | +$33.34M | 6.67 | |
| Johnson & Johnson JNJ | $5.53M | <0.01 | 38,276 | New | +$5.53M | 1.11 | |
| Salesforce, Inc. CRM | $4.97M | <0.01 | 18,497 | New | +$4.97M | 1 | |
| The Procter & Gamble Company PG | $9.32M | <0.01 | 57,135 | New | +$9.32M | 1.87 | |
| Colgate-Palmolive Company CL | $1.82M | <0.01 | 19,783 | New | +$1.82M | 0.36 | |
| Microsoft Corporation MSFT | $59.64M | <0.01 | 153,181 | New | +$59.64M | 11.94 | |
| Merck & Co., Inc. MRK | $6.17M | <0.01 | 47,736 | New | +$6.17M | 1.24 | |
| AbbVie Inc. ABBV | $4.55M | <0.01 | 27,959 | New | +$4.55M | 0.91 | |
| McDonald's Corporation MCD | $3.22M | <0.01 | 11,803 | New | +$3.22M | 0.65 | |
| Abbott Laboratories ABT | $1.88M | <0.01 | 17,764 | New | +$1.88M | 0.38 | |
| Apple Inc. AAPL | $16.99M | <0.01 | 99,774 | New | +$16.99M | 3.4 | |
Alphabet Inc. GOOGL | $16.35M | <0.01 | 100,425 | New | +$16.35M | 3.27 | |
| Visa Inc. V | $7.04M | <0.01 | 26,224 | New | +$7.04M | 1.41 | |
| Eli Lilly and Company LLY | $6.71M | <0.01 | 8,590 | New | +$6.71M | 1.34 | |
| The Coca-Cola Company KO | $3.29M | <0.01 | 53,311 | New | +$3.29M | 0.66 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $16.08M | <0.01 | 180,527 | New | +$16.08M | 3.22 | |
Vanguard High Dividend Yield Index Fund VYM | $2.89M | <0.01 | 24,816 | New | +$2.89M | 0.58 | |
Schwab U.S. Dividend Equity ETF SCHD | $9.89M | <0.01 | 128,460 | New | +$9.89M | 1.98 | |
JPMorgan Nasdaq Equity Premium Income ETF JEPQ | $1.72M | <0.01 | 33,099 | New | +$1.72M | 0.35 | |
Vanguard Total Stock Market Index Fund VTI | $35.8M | <0.01 | 143,984 | New | +$35.8M | 7.17 | |
JPMorgan Equity Premium Income ETF JEPI | $3.74M | <0.01 | 66,815 | New | +$3.74M | 0.75 | |
Vanguard Dividend Appreciation Index Fund VIG | $13.66M | <0.01 | 78,001 | New | +$13.66M | 2.73 | |
iShares Core S&P Small-Cap ETF IJR | $1.71M | <0.01 | 16,426 | New | +$1.71M | 0.34 | |
Vanguard Health Care Index Fund VHT | $2.68M | <0.01 | 10,476 | New | +$2.68M | 0.54 | |
iShares Core S&P Mid-Cap ETF IJH | $5.96M | <0.01 | 104,245 | New | +$5.96M | 1.19 | |
Vanguard Information Technology Index Fund VGT | $2.92M | <0.01 | 5,897 | New | +$2.92M | 0.58 | |
iShares Biotechnology ETF IBB | $4.77M | <0.01 | 37,605 | New | +$4.77M | 0.96 | |
Vanguard Energy Index Fund VDE | $1.76M | <0.01 | 13,505 | New | +$1.76M | 0.35 | |
Vanguard Mega Cap Growth Index Fund MGK | $2.42M | <0.01 | 8,846 | New | +$2.42M | 0.48 | |
Schwab Fundamental U.S. Large Company Index ETF FNDX | $2.53M | <0.01 | 39,356 | New | +$2.53M | 0.51 |