Berkshire Hathaway Inc BRK.B | $1.1M | 0.18 | 2,604 | +6.76% | +$69,385.79 | 0.47 | |
| Paychex, Inc. PAYX | $1.07M | <0.01 | 8,722 | -12.27% | -$149,822.63 | 0.46 | |
| Lam Research Corporation LRCX | $874,244.00 | <0.01 | 900 | 0% | +$0 | 0.38 | |
| Costco Wholesale Corporation COST | $2.01M | <0.01 | 2,742 | -1.97% | -$40,293.58 | 0.86 | |
iShares Core MSCI Emerging Markets ETF IEMG | $1.58M | <0.01 | 30,583 | -0.07% | -$1,083.59 | 0.68 | |
Vanguard Intermediate-Term Corporate Bond Index Fund VCIT | $2.32M | <0.01 | 28,763 | +3.81% | +$85,017.97 | 0.99 | |
| Meta Platforms, Inc. META | $880,842.00 | <0.01 | 1,814 | 0% | +$0 | 0.38 | |
| Apple Inc. AAPL | $6.8M | <0.01 | 39,656 | +3.78% | +$247,444.12 | 2.92 | |
iShares Core MSCI EAFE ETF IEFA | $8.8M | <0.01 | 118,615 | -1.24% | -$110,662.00 | 3.78 | |
Vanguard Small Cap Value Index Fund VBR | $1.41M | <0.01 | 7,325 | -2.62% | -$37,800.17 | 0.6 | |
Avantis U.S. Small Cap Value ETF AVUV | $4.43M | <0.01 | 47,267 | +5.19% | +$218,529.52 | 1.9 | |
| Mastercard Incorporated MA | $1.44M | <0.01 | 2,992 | -3.83% | -$57,315.48 | 0.62 | |
| The Home Depot, Inc. HD | $1.02M | <0.01 | 2,665 | -11.76% | -$136,191.05 | 0.44 | |
Vanguard Small Cap Index Fund VB | $1.22M | <0.01 | 5,356 | +1.86% | +$22,402.72 | 0.53 | |
Avantis U.S. Equity ETF AVUS | $45.37M | <0.01 | 506,897 | +7.29% | +$3.08M | 19.47 | |
Alphabet Inc. GOOGL | $2.15M | <0.01 | 14,240 | -3.39% | -$75,464.99 | 0.92 | |
| Visa Inc. V | $1.81M | <0.01 | 6,471 | -2.88% | -$53,585.06 | 0.78 | |
Avantis Short-Term Fixed Income ETF AVSF | $984,274.00 | <0.01 | 21,268 | -3.04% | -$30,822.20 | 0.42 | |
| JPMorgan Chase & Co. JPM | $1.46M | <0.01 | 7,296 | -3.77% | -$57,285.10 | 0.63 | |
| Alphabet Inc. GOOG | $1.05M | <0.01 | 6,869 | 0% | +$0 | 0.45 | |
| UnitedHealth Group Incorporated UNH | $1.18M | <0.01 | 2,390 | +0.08% | +$989.27 | 0.51 | |
Avantis Real Estate ETF AVRE | $1.1M | <0.01 | 25,938 | +5.02% | +$52,426.93 | 0.47 | |
iShares Core MSCI Total International Stock ETF IXUS | $970,971.00 | <0.01 | 14,308 | +3.4% | +$31,963.05 | 0.42 | |
Vanguard Large Cap Index Fund VV | $11.35M | <0.01 | 47,354 | -0.9% | -$102,617.59 | 4.87 | |
iShares MSCI EAFE ETF EFA | $1.02M | <0.01 | 12,721 | -0.23% | -$2,395.74 | 0.44 | |
SPDR S&P 500 ETF Trust SPY | $3.64M | <0.01 | 6,954 | +6.07% | +$208,191.83 | 1.56 | |
Avantis U.S. Large Cap Value ETF AVLV | $1.51M | <0.01 | 23,436 | +0.35% | +$5,205.17 | 0.65 | |
iShares Russell 2000 ETF IWM | $1.07M | <0.01 | 5,081 | +0.95% | +$10,094.78 | 0.46 | |
Vanguard Total Stock Market Index Fund VTI | $2.59M | <0.01 | 9,948 | +0.28% | +$7,277.54 | 1.11 | |
Dimensional U.S. Equity ETF DFUS | $14.51M | <0.01 | 254,644 | +7.55% | +$1.02M | 6.23 | |
Invesco S&P 500 Low Volatility ETF SPLV | $1.33M | <0.01 | 20,177 | -5.04% | -$70,480.69 | 0.57 | |
Avantis Core Fixed Income ETF AVIG | $2.26M | <0.01 | 54,716 | +0.86% | +$19,304.97 | 0.97 | |
iShares Russell 1000 ETF IWB | $1.51M | <0.01 | 5,257 | +0.06% | +$864.14 | 0.65 | |
Vanguard Total World Stock Index Fund VT | $1.83M | <0.01 | 16,563 | -8.53% | -$170,611.86 | 0.79 | |
Dimensional U.S. Small Cap ETF DFAS | $3.04M | <0.01 | 48,810 | +2.27% | +$67,389.07 | 1.31 | |
SPDR S&P Dividend ETF SDY | $1.11M | <0.01 | 8,429 | 0% | +$0 | 0.48 | |
Avantis Emerging Markets Equity ETF AVEM | $13.62M | <0.01 | 234,944 | +7.04% | +$895,538.17 | 5.84 | |
iShares Core S&P 500 ETF IVV | $9.93M | <0.01 | 18,895 | -3.04% | -$311,235.38 | 4.26 | |
Vanguard Mid-Cap Growth Index Fund VOT | $949,854.00 | <0.01 | 4,028 | 0% | +$0 | 0.41 | |
WisdomTree U.S. SmallCap Dividend Fund DES | $1.48M | <0.01 | 45,422 | +0.16% | +$2,385.63 | 0.64 | |
iShares Global REIT ETF REET | $2.71M | <0.01 | 114,413 | -0.52% | -$14,042.21 | 1.16 | |
Avantis International Small Cap Value ETF AVDV | $1.11M | <0.01 | 16,865 | 0% | +$0 | 0.48 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $2.61M | <0.01 | 22,604 | -3.87% | -$104,922.15 | 1.12 | |
Vanguard Mid-Cap Value Index Fund VOE | $1.48M | <0.01 | 9,466 | -3.39% | -$51,764.12 | 0.63 | |
Avantis International Equity ETF AVDE | $18.67M | <0.01 | 292,963 | +5.13% | +$912,119.81 | 8.01 | |
iShares Core S&P Small-Cap ETF IJR | $876,615.00 | <0.01 | 7,932 | +1.52% | +$13,151.43 | 0.38 | |
Vanguard Dividend Appreciation Index Fund VIG | $2.76M | <0.01 | 15,126 | +0.07% | +$2,008.66 | 1.19 | |
Vanguard Short-Term Bond Index Fund BSV | $1.92M | <0.01 | 25,089 | -16.25% | -$373,308.24 | 0.83 | |
| Microsoft Corporation MSFT | $6.11M | <0.01 | 14,515 | -5.36% | -$345,842.04 | 2.62 | |
iShares Core U.S. Aggregate Bond ETF AGG | $1.57M | <0.01 | 16,067 | -7.16% | -$121,351.05 | 0.68 |