Berkshire Hathaway Inc BRK.B | $22.87M | 3.88 | 55,780 | +46.08% | +$7.21M | 1.03 | |
| Apple Inc. AAPL | $79.6M | <0.01 | 462,354 | +190.24% | +$52.17M | 3.59 | |
| JPMorgan Chase & Co. JPM | $9.31M | <0.01 | 47,694 | +47.27% | +$2.99M | 0.42 | |
| Tesla, Inc. TSLA | $11.06M | <0.01 | 61,936 | +115.53% | +$5.93M | 0.5 | |
| Microsoft Corporation MSFT | $33.42M | <0.01 | 82,322 | +26.68% | +$7.04M | 1.51 | |
| Amazon.com, Inc. AMZN | $25.64M | <0.01 | 139,715 | +39.29% | +$7.23M | 1.16 | |
| Eli Lilly and Company LLY | $10.14M | <0.01 | 13,270 | +16.77% | +$1.46M | 0.46 | |
| Alphabet Inc. GOOG | $11.41M | <0.01 | 68,741 | +61.28% | +$4.34M | 0.52 | |
| NVIDIA Corporation NVDA | $17.21M | <0.01 | 19,671 | +31.83% | +$4.16M | 0.78 | |
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund STPZ | $31.6M | <0.01 | 613,628 | +14.45% | +$3.99M | 1.43 | |
iShares MSCI KLD 400 Social ETF DSI | $12.6M | <0.01 | 124,977 | +38.39% | +$3.5M | 0.57 | |
iShares MSCI USA Momentum Factor ETF MTUM | $37.44M | <0.01 | 200,869 | +8.13% | +$2.82M | 1.69 | |
Vanguard High Dividend Yield Index Fund VYM | $12.56M | <0.01 | 105,354 | +17.36% | +$1.86M | 0.57 | |
iShares MSCI Intl Quality Factor ETF IQLT | $12.69M | <0.01 | 329,753 | +277.17% | +$9.32M | 0.57 | |
SPDR Blackstone Senior Loan ETF SRLN | $28.83M | <0.01 | 685,079 | +32.86% | +$7.13M | 1.3 | |
SPDR Dow Jones Industrial Average ETF Trust DIA | $13.05M | <0.01 | 33,744 | +64.2% | +$5.1M | 0.59 | |
Vanguard Growth Index Fund VUG | $13.51M | <0.01 | 39,823 | -36.04% | -$7.61M | 0.61 | |
iShares Global 100 ETF IOO | $13.73M | <0.01 | 154,527 | +53.91% | +$4.81M | 0.62 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $38.64M | <0.01 | 530,411 | +26.94% | +$8.2M | 1.74 | |
First Trust Low Duration Opportunities ETF LMBS | $10.11M | <0.01 | 210,320 | +5.94% | +$566,970.87 | 0.46 | |
Vanguard Value Index Fund VTV | $21.62M | <0.01 | 135,878 | -2.86% | -$635,891.24 | 0.98 | |
iShares Core S&P Small-Cap ETF IJR | $15.83M | <0.01 | 146,497 | +31.13% | +$3.76M | 0.71 | |
SPDR S&P 500 ETF Trust SPY | $30.82M | <0.01 | 60,396 | +46.05% | +$9.72M | 1.39 | |
Vanguard Total Stock Market Index Fund VTI | $15.71M | <0.01 | 61,761 | +72.31% | +$6.59M | 0.71 | |
iShares Core S&P Mid-Cap ETF IJH | $39.41M | <0.01 | 661,207 | +462.68% | +$32.41M | 1.78 | |
Schwab U.S. Dividend Equity ETF SCHD | $69.79M | <0.01 | 878,746 | +53.46% | +$24.31M | 3.15 | |
JPMorgan Ultra-Short Income ETF JPST | $35.26M | <0.01 | 698,847 | +442.85% | +$28.76M | 1.59 | |
Vanguard 500 Index Fund VOO | $18.3M | <0.01 | 39,052 | +40.62% | +$5.28M | 0.83 | |
WisdomTree International Hedged Quality Dividend Growth Fund IHDG | $48.25M | <0.01 | 1.05M | +46.8% | +$15.38M | 2.18 | |
iShares MSCI USA Quality Factor ETF QUAL | $34.91M | <0.01 | 212,670 | +25.31% | +$7.05M | 1.58 | |
Vanguard Mid Cap Index Fund VO | $14.08M | <0.01 | 56,902 | +7.68% | +$1M | 0.64 | |
Invesco Ultra Short Duration ETF GSY | $23.24M | <0.01 | 465,862 | +17.32% | +$3.43M | 1.05 | |
Invesco QQQ Trust QQQ | $75.23M | <0.01 | 174,084 | +39.43% | +$21.27M | 3.39 | |
Janus Henderson AAA CLO ETF JAAA | $9.92M | <0.01 | 195,704 | +176.99% | +$6.34M | 0.45 | |
Vanguard Dividend Appreciation Index Fund VIG | $22.18M | <0.01 | 123,517 | +42.34% | +$6.6M | 1 | |
Global X U.S. Infrastructure Development ETF PAVE | $10.47M | <0.01 | 264,060 | +62.17% | +$4.02M | 0.47 | |
iShares Russell 1000 Growth ETF IWF | $17.72M | <0.01 | 54,283 | +17.26% | +$2.61M | 0.8 | |
Vanguard Intermediate-Term Treasury Index Fund VGIT | $30.34M | <0.01 | 518,239 | +16.16% | +$4.22M | 1.37 | |
First Trust TCW Opportunistic Fixed Income ETF FIXD | $14.1M | <0.01 | 324,428 | +214.34% | +$9.61M | 0.64 | |
The Real Estate Select Sector SPDR Fund XLRE | $12.85M | <0.01 | 325,306 | +5.7% | +$692,747.58 | 0.58 | |
iShares S&P 500 Growth ETF IVW | $18.12M | <0.01 | 218,069 | +52.5% | +$6.24M | 0.82 | |
Vanguard Small Cap Index Fund VB | $10.01M | <0.01 | 44,998 | +84.24% | +$4.58M | 0.45 | |
Fidelity Dividend ETF for Rising Rates FDRR | $33.79M | <0.01 | 725,841 | +39.33% | +$9.54M | 1.52 | |
Nuveen ESG Small-Cap ETF NUSC | $12.49M | <0.01 | 300,351 | -6.69% | -$895,599.56 | 0.56 | |
Technology Select Sector SPDR Fund XLK | $16.23M | <0.01 | 78,442 | -1.42% | -$232,977.17 | 0.73 | |
iShares Core S&P 500 ETF IVV | $43.61M | <0.01 | 85,437 | +29.36% | +$9.9M | 1.97 | |
Fidelity Total Bond ETF FBND | $20.06M | <0.01 | 445,178 | +76.56% | +$8.7M | 0.91 | |
Nuveen ESG Large-Cap Value ETF NULV | $10.02M | <0.01 | 257,974 | +65.43% | +$3.96M | 0.45 | |
Energy Select Sector SPDR Fund XLE | $13.27M | <0.01 | 142,555 | +85.7% | +$6.12M | 0.6 | |
iShares Core S&P U.S. Value ETF IUSV | $11.6M | <0.01 | 131,894 | +128.4% | +$6.52M | 0.52 |