Berkshire Hathaway Inc BRK.B | $1.38M | 0.23 | 3,272 | -19.86% | -$341,041.86 | 0.53 | |
| Genuine Parts Company GPC | $1.58M | 0.01 | 10,222 | +2.42% | +$37,492.06 | 0.61 | |
| Global Payments Inc. GPN | $1.26M | <0.01 | 9,428 | 0% | +$0 | 0.48 | |
| Truist Financial Corporation TFC | $948,442.00 | <0.01 | 24,332 | +4.45% | +$40,421.43 | 0.36 | |
| The Southern Company SO | $1.53M | <0.01 | 21,372 | +1.32% | +$19,942.94 | 0.59 | |
| The Coca-Cola Company KO | $4.79M | <0.01 | 78,311 | -2.58% | -$126,869.13 | 1.83 | |
| Apple Inc. AAPL | $14.86M | <0.01 | 86,621 | -11.45% | -$1.92M | 5.69 | |
| Caterpillar Inc. CAT | $1.25M | <0.01 | 3,408 | -5.15% | -$67,766.67 | 0.48 | |
| American Express Company AXP | $1.02M | <0.01 | 4,476 | +0.47% | +$4,781.75 | 0.39 | |
| The Home Depot, Inc. HD | $5.57M | <0.01 | 14,506 | -7.38% | -$443,561.97 | 2.13 | |
| Antero Resources Corporation AR | $1.34M | <0.01 | 4,600 | 0% | +$0 | 0.51 | |
| PepsiCo, Inc. PEP | $1.17M | <0.01 | 6,659 | +0.33% | +$3,850.48 | 0.45 | |
iShares Russell 1000 Value ETF IWD | $1.36M | <0.01 | 7,616 | 0% | +$0 | 0.52 | |
| Chevron Corporation CVX | $1.07M | <0.01 | 6,769 | -2.86% | -$31,390.52 | 0.41 | |
| NVIDIA Corporation NVDA | $863,359.00 | <0.01 | 956 | -22.65% | -$252,866.65 | 0.33 | |
iShares Core S&P 500 ETF IVV | $17.18M | <0.01 | 32,681 | +5.08% | +$831,168.53 | 6.58 | |
SPDR S&P 500 ETF Trust SPY | $874,449.00 | <0.01 | 1,672 | -4.57% | -$41,839.67 | 0.34 | |
| Costco Wholesale Corporation COST | $1.35M | <0.01 | 1,849 | -12.54% | -$194,098.24 | 0.52 | |
iShares National Muni Bond ETF MUB | $6.92M | <0.01 | 64,328 | +4.52% | +$299,558.32 | 2.65 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $2.53M | <0.01 | 21,971 | +6.14% | +$146,545.99 | 0.97 | |
SPDR Portfolio Short Term Treasury ETF SPTS | $12.15M | <0.01 | 420,056 | -0.61% | -$74,707.22 | 4.65 | |
| Microsoft Corporation MSFT | $7.38M | <0.01 | 17,548 | -9.87% | -$808,762.22 | 2.83 | |
iShares Core S&P Small-Cap ETF IJR | $3.35M | <0.01 | 30,350 | +2.29% | +$75,043.24 | 1.28 | |
| Merck & Co., Inc. MRK | $1.11M | <0.01 | 8,446 | -11.45% | -$144,084.40 | 0.43 | |
| Exxon Mobil Corporation XOM | $1.41M | <0.01 | 12,111 | -5.5% | -$81,875.23 | 0.54 | |
iShares Core S&P Mid-Cap ETF IJH | $7.08M | <0.01 | 116,592 | +414.78% | +$5.71M | 2.71 | |
iShares 0-3 Month Treasury Bond ETF SGOV | $2.52M | <0.01 | 24,992 | +399.84% | +$2.01M | 0.96 | |
Vanguard Total Bond Market Index Fund BND | $2.11M | <0.01 | 29,079 | +0.47% | +$9,877.83 | 0.81 | |
| Eli Lilly and Company LLY | $1.05M | <0.01 | 1,349 | +2.43% | +$24,891.37 | 0.4 | |
| Walmart Inc. WMT | $2.02M | <0.01 | 33,570 | +191% | +$1.33M | 0.77 | |
iShares Ultra Short-Term Bond ETF ICSH | $3.26M | <0.01 | 64,424 | +3.06% | +$96,872.62 | 1.25 | |
Schwab Short-Term U.S. Treasury ETF SCHO | $875,686.00 | <0.01 | 18,164 | +41.75% | +$257,923.37 | 0.34 | |
Vanguard Total Intl Stock Idx Fund VXUS | $1.59M | <0.01 | 26,312 | +0.31% | +$4,944.61 | 0.61 | |
Invesco S&P 500 Equal Weight ETF RSP | $60.19M | <0.01 | 355,527 | +1.22% | +$726,839.14 | 23.05 | |
| JPMorgan Chase & Co. JPM | $1.58M | <0.01 | 7,905 | +0.46% | +$7,209.62 | 0.61 | |
Vanguard Total Stock Market Index Fund VTI | $2.81M | <0.01 | 10,830 | +0.18% | +$5,198.18 | 1.08 | |
iShares Global REIT ETF REET | $3.93M | <0.01 | 166,014 | +3.26% | +$124,249.13 | 1.51 | |
| Amazon.com, Inc. AMZN | $2.12M | <0.01 | 11,771 | +1.2% | +$25,072.06 | 0.81 | |
| Johnson & Johnson JNJ | $1.88M | <0.01 | 11,870 | -20.72% | -$490,830.82 | 0.72 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $765,021.00 | <0.01 | 15,119 | +40.81% | +$221,729.08 | 0.29 | |
| Quanta Services, Inc. PWR | $10.95M | <0.01 | 602 | -30.88% | -$4.89M | 4.19 | |
iShares Core U.S. Aggregate Bond ETF AGG | $10.71M | <0.01 | 109,333 | +2.71% | +$282,362.10 | 4.1 | |
iShares Core MSCI Total International Stock ETF IXUS | $10.49M | <0.01 | 154,556 | +2.77% | +$282,366.16 | 4.01 | |
| Visa Inc. V | $941,911.00 | <0.01 | 3,375 | -14.36% | -$157,961.96 | 0.36 | |
Alphabet Inc. GOOGL | $1.01M | <0.01 | 6,675 | +7.83% | +$73,204.34 | 0.39 | |
| The Procter & Gamble Company PG | $1.16M | <0.01 | 7,123 | -2.74% | -$32,618.35 | 0.44 | |
iShares MSCI ACWI ETF ACWI | $2.74M | <0.01 | 24,848 | +2.22% | +$59,469.07 | 1.05 | |
iShares Russell 1000 Growth ETF IWF | $1.39M | <0.01 | 4,135 | -12.19% | -$193,459.93 | 0.53 | |
| UnitedHealth Group Incorporated UNH | $764,476.00 | <0.01 | 1,545 | -18.77% | -$176,645.91 | 0.29 | |
| Alphabet Inc. GOOG | $2.18M | <0.01 | 14,334 | -0.94% | -$20,707.47 | 0.84 |