Berkshire Hathaway Inc BRK.B | $5.86M | 0.97 | 13,937 | 0% | +$0 | 0.76 | |
| MicroStrategy Incorporated MSTR | $4.36M | 0.01 | 2,560 | +0.99% | +$42,614.00 | 0.56 | |
| Meta Platforms, Inc. META | $145.08M | 0.01 | 298,769 | -1.33% | -$1.96M | 18.69 | |
| Applied Materials, Inc. AMAT | $3.16M | <0.01 | 15,305 | New | +$3.16M | 0.41 | |
| Netflix, Inc. NFLX | $2.65M | <0.01 | 4,356 | -0.57% | -$15,183.25 | 0.34 | |
| Chevron Corporation CVX | $3.18M | <0.01 | 20,190 | +0.14% | +$4,574.45 | 0.41 | |
| Apple Inc. AAPL | $20.62M | <0.01 | 120,269 | -1.79% | -$375,371.07 | 2.66 | |
| Exxon Mobil Corporation XOM | $2.96M | <0.01 | 25,452 | +0.38% | +$11,042.68 | 0.38 | |
Vanguard 500 Index Fund VOO | $30.62M | <0.01 | 63,707 | New | +$30.62M | 3.95 | |
Avantis U.S. Large Cap Value ETF AVLV | $5.34M | <0.01 | 83,094 | +0.25% | +$13,237.51 | 0.69 | |
Invesco QQQ Trust QQQ | $6.06M | <0.01 | 13,659 | New | +$6.06M | 0.78 | |
iShares MSCI EAFE ETF EFA | $6M | <0.01 | 75,109 | -2.15% | -$131,689.48 | 0.77 | |
The Real Estate Select Sector SPDR Fund XLRE | $2.95M | <0.01 | 74,591 | 0% | +$0 | 0.38 | |
Vanguard Real Estate Index Fund VNQ | $9.09M | <0.01 | 105,164 | +2.39% | +$212,653.74 | 1.17 | |
Avantis Emerging Markets Equity ETF AVEM | $9.97M | <0.01 | 171,945 | +2.94% | +$284,120.09 | 1.28 | |
| NVIDIA Corporation NVDA | $6.27M | <0.01 | 6,934 | +14.37% | +$786,992.84 | 0.81 | |
Dimensional US High Profitability ETF DUHP | $6.72M | <0.01 | 212,700 | +<0.01% | +$442.54 | 0.87 | |
Vanguard Total Intl Stock Idx Fund VXUS | $6.66M | <0.01 | 110,459 | -8.34% | -$606,073.69 | 0.86 | |
Vanguard Dividend Appreciation Index Fund VIG | $6.11M | <0.01 | 33,463 | +0.15% | +$9,313.23 | 0.79 | |
Avantis International Small Cap Value ETF AVDV | $4.67M | <0.01 | 70,888 | -9.06% | -$465,238.26 | 0.6 | |
Dimensional U.S. Equity ETF DFUS | $19.36M | <0.01 | 339,781 | +0.46% | +$89,059.71 | 2.49 | |
Vanguard Emerging Markets Stock Index Fund VWO | $5.95M | <0.01 | 142,537 | -11% | -$735,860.92 | 0.77 | |
Vanguard Short-Term Treasury Index Fund VGSH | $3.04M | <0.01 | 52,399 | +4.07% | +$118,986.02 | 0.39 | |
Avantis International Equity ETF AVDE | $19.29M | <0.01 | 302,650 | +2.52% | +$473,779.00 | 2.49 | |
Dimensional U.S. Small Cap ETF DFAS | $9.92M | <0.01 | 159,204 | +2.5% | +$241,941.12 | 1.28 | |
Vanguard Large Cap Index Fund VV | $3.38M | <0.01 | 14,106 | +33.47% | +$848,004.65 | 0.44 | |
Vanguard European Stock Index Fund VGK | $3.07M | <0.01 | 45,587 | +0.18% | +$5,454.57 | 0.4 | |
| Amazon.com, Inc. AMZN | $8.81M | <0.01 | 48,815 | -0.25% | -$21,825.98 | 1.13 | |
| Microsoft Corporation MSFT | $12.89M | <0.01 | 30,646 | +5.08% | +$623,917.74 | 1.66 | |
Vanguard Growth Index Fund VUG | $6.55M | <0.01 | 19,034 | +3.91% | +$246,789.07 | 0.84 | |
Vanguard Developed Markets Index Fund VEA | $17.99M | <0.01 | 358,594 | +0.83% | +$148,704.08 | 2.32 | |
Vanguard Value Index Fund VTV | $6.49M | <0.01 | 39,840 | +2.4% | +$152,110.95 | 0.84 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $4.55M | <0.01 | 58,843 | +50.45% | +$1.53M | 0.59 | |
iShares Core S&P 500 ETF IVV | $8.11M | <0.01 | 15,427 | +0.84% | +$67,292.36 | 1.05 | |
Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP | $4.11M | <0.01 | 85,754 | -4.78% | -$205,927.70 | 0.53 | |
Berkshire Hathaway Inc BRK.A | $3.81M | <0.01 | 6 | 0% | +$0 | 0.49 | |
Vanguard Small Cap Value Index Fund VBR | $9.89M | <0.01 | 51,540 | +0.08% | +$7,483.27 | 1.27 | |
iShares S&P Small-Cap 600 Value ETF IJS | $2.98M | <0.01 | 28,993 | +0.09% | +$2,671.73 | 0.38 | |
Vanguard Total Stock Market Index Fund VTI | $119.76M | <0.01 | 460,785 | -0.28% | -$342,548.34 | 15.43 | |
Avantis U.S. Small Cap Value ETF AVUV | $3.61M | <0.01 | 38,519 | -2.11% | -$77,779.18 | 0.47 | |
| Tesla, Inc. TSLA | $2.45M | <0.01 | 14,630 | +2.46% | +$58,748.52 | 0.32 | |
Alphabet Inc. GOOGL | $6.66M | <0.01 | 44,119 | +3.86% | +$247,223.35 | 0.86 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $12.8M | <0.01 | 252,885 | -4.64% | -$622,430.36 | 1.65 | |
Avantis U.S. Equity ETF AVUS | $16.26M | <0.01 | 181,650 | +0.22% | +$35,263.02 | 2.1 | |
iShares Short-Term National Muni Bond ETF SUB | $3.21M | <0.01 | 30,628 | +0.08% | +$2,513.54 | 0.41 | |
| Alphabet Inc. GOOG | $7.65M | <0.01 | 50,226 | +7.85% | +$556,359.80 | 0.99 | |
Vanguard FTSE All-World ex-US Small Capital Index Fund VSS | $3.92M | <0.01 | 33,539 | -0.73% | -$28,976.18 | 0.51 | |
Avantis Real Estate ETF AVRE | $2.39M | <0.01 | 56,489 | -2.47% | -$60,375.82 | 0.31 | |
SPDR S&P 500 ETF Trust SPY | $29.11M | <0.01 | 55,645 | +1.04% | +$300,244.77 | 3.75 | |
SPDR Gold Shares GLD | $6M | <0.01 | 29,189 | New | +$6M | 0.77 |