Berkshire Hathaway Inc BRK.B | $3.57M | 0.62 | 8,965 | +2.49% | +$86,707.32 | 0.92 | |
| UFP Technologies, Inc. UFPT | $6.24M | 0.36 | 27,657 | 0% | +$0 | 1.61 | |
| Kimberly-Clark Corporation KMB | $3.49M | 0.01 | 27,684 | +3.19% | +$107,947.73 | 0.9 | |
| Johnson & Johnson JNJ | $5.4M | <0.01 | 37,333 | -4.07% | -$229,026.12 | 1.4 | |
| Eaton Corporation plc ETN | $1.25M | <0.01 | 4,031 | +5.66% | +$66,998.90 | 0.32 | |
| AbbVie Inc. ABBV | $1.84M | <0.01 | 11,218 | +2.9% | +$51,904.08 | 0.48 | |
| Merck & Co., Inc. MRK | $2.21M | <0.01 | 17,602 | -1.83% | -$41,246.74 | 0.57 | |
| Apple Inc. AAPL | $14.58M | <0.01 | 86,769 | +1.22% | +$175,223.72 | 3.77 | |
| Intel Corporation INTC | $944,077.00 | <0.01 | 26,460 | -0.15% | -$1,427.18 | 0.24 | |
| Raytheon Technologies Corporation RTX | $1.03M | <0.01 | 10,232 | +5.12% | +$50,172.53 | 0.27 | |
| QUALCOMM Incorporated QCOM | $1.53M | <0.01 | 9,284 | +6.33% | +$90,868.97 | 0.39 | |
| Caterpillar Inc. CAT | $1.55M | <0.01 | 4,332 | +0.86% | +$13,257.84 | 0.4 | |
| Exxon Mobil Corporation XOM | $2.85M | <0.01 | 24,014 | +5.8% | +$156,114.68 | 0.74 | |
| Philip Morris International Inc. PM | $1.23M | <0.01 | 13,565 | -5.93% | -$77,448.57 | 0.32 | |
| The Progressive Corporation PGR | $1.01M | <0.01 | 4,818 | -3.23% | -$33,668.32 | 0.26 | |
| JPMorgan Chase & Co. JPM | $2.94M | <0.01 | 16,319 | +6.12% | +$169,455.31 | 0.76 | |
| The Procter & Gamble Company PG | $2.22M | <0.01 | 14,143 | +0.94% | +$20,718.72 | 0.57 | |
iShares Russell Mid-Cap ETF IWR | $1.47M | <0.01 | 18,623 | -14.52% | -$249,307.68 | 0.38 | |
iShares National Muni Bond ETF MUB | $9.2M | <0.01 | 86,518 | +19.32% | +$1.49M | 2.38 | |
iShares Core U.S. Aggregate Bond ETF AGG | $14.37M | <0.01 | 150,406 | +14.38% | +$1.81M | 3.72 | |
iShares Core S&P 500 ETF IVV | $65.77M | <0.01 | 130,744 | +12.8% | +$7.46M | 17 | |
| Tesla, Inc. TSLA | $956,950.00 | <0.01 | 6,156 | -11.78% | -$127,779.87 | 0.25 | |
iShares MSCI EAFE ETF EFA | $2.82M | <0.01 | 36,940 | +7.34% | +$192,733.80 | 0.73 | |
| Microsoft Corporation MSFT | $13.26M | <0.01 | 32,188 | +6.94% | +$860,339.48 | 3.43 | |
iShares S&P 500 Value ETF IVE | $10.49M | <0.01 | 59,391 | -8.98% | -$1.03M | 2.71 | |
| Thermo Fisher Scientific Inc. TMO | $983,956.00 | <0.01 | 1,798 | +10.24% | +$91,390.80 | 0.25 | |
| Chevron Corporation CVX | $1.25M | <0.01 | 8,011 | +7.89% | +$91,646.93 | 0.32 | |
iShares Short-Term National Muni Bond ETF SUB | $1.13M | <0.01 | 10,833 | -65.34% | -$2.13M | 0.29 | |
| Cisco Systems, Inc. CSCO | $955,757.00 | <0.01 | 19,999 | -5.91% | -$60,024.54 | 0.25 | |
| Meta Platforms, Inc. META | $3.48M | <0.01 | 7,050 | +8.56% | +$274,758.56 | 0.9 | |
iShares Core S&P Small-Cap ETF IJR | $17.59M | <0.01 | 172,202 | +3.67% | +$622,584.01 | 4.55 | |
SPDR S&P 500 ETF Trust SPY | $8.65M | <0.01 | 17,275 | +30.59% | +$2.03M | 2.24 | |
| Salesforce, Inc. CRM | $1.34M | <0.01 | 4,837 | +7.23% | +$90,080.33 | 0.35 | |
| Mastercard Incorporated MA | $1.31M | <0.01 | 2,846 | +6.95% | +$85,129.58 | 0.34 | |
iShares Core S&P Mid-Cap ETF IJH | $19.15M | <0.01 | 338,817 | +427.69% | +$15.52M | 4.95 | |
| Costco Wholesale Corporation COST | $1.37M | <0.01 | 1,917 | +6.09% | +$78,670.89 | 0.35 | |
| Eli Lilly and Company LLY | $3.4M | <0.01 | 4,526 | +3.62% | +$118,621.66 | 0.88 | |
iShares Core MSCI Emerging Markets ETF IEMG | $9.25M | <0.01 | 184,881 | +8.33% | +$710,784.23 | 2.39 | |
| The Coca-Cola Company KO | $1.11M | <0.01 | 18,893 | +13.5% | +$131,471.92 | 0.29 | |
iShares Core MSCI EAFE ETF IEFA | $31.84M | <0.01 | 448,715 | +6.58% | +$1.96M | 8.23 | |
| Walmart Inc. WMT | $1.33M | <0.01 | 22,326 | +231.69% | +$930,241.82 | 0.34 | |
| The Home Depot, Inc. HD | $1.3M | <0.01 | 3,899 | +4.81% | +$59,576.56 | 0.34 | |
Vanguard Total Bond Market Index Fund BND | $2.39M | <0.01 | 33,735 | -53.09% | -$2.71M | 0.62 | |
| Visa Inc. V | $2.18M | <0.01 | 7,981 | +4.12% | +$86,170.04 | 0.56 | |
Alphabet Inc. GOOGL | $4.08M | <0.01 | 26,232 | +11.39% | +$417,126.01 | 1.05 | |
| Broadcom Inc. AVGO | $2.33M | <0.01 | 1,820 | +8.79% | +$188,546.64 | 0.6 | |
| UnitedHealth Group Incorporated UNH | $1.89M | <0.01 | 3,943 | -3.14% | -$61,310.73 | 0.49 | |
| Alphabet Inc. GOOG | $4.77M | <0.01 | 30,409 | +3.12% | +$144,329.60 | 1.23 | |
| NVIDIA Corporation NVDA | $8.11M | <0.01 | 9,653 | +10.95% | +$800,853.59 | 2.1 | |
| Amazon.com, Inc. AMZN | $7.09M | <0.01 | 39,085 | +7.99% | +$524,080.49 | 1.83 |