BRK.B Berkshire Hathaway | $34,700,980 | $486 ▼ | 0.0% | 71,435 | 20.0% | Finance |
BRK.A Berkshire Hathaway | $18,220,000 | | 0.0% | 25 | 10.5% | Finance |
VT Vanguard Total World Stock ETF | $15,719,746 | $44,982 ▲ | 0.3% | 122,314 | 9.0% | ETF |
GLD SPDR Gold Shares | $9,085,153 | $344,153 ▲ | 3.9% | 29,804 | 5.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $6,680,728 | $4,823,111 ▼ | -41.9% | 10,782 | 3.8% | Finance |
FTSL First Trust Senior Loan ETF | $4,633,922 | $2,046,646 ▲ | 79.1% | 100,979 | 2.7% | Manufacturing |
VPU Vanguard Utilities ETF | $3,947,800 | $539,411 ▲ | 15.8% | 22,366 | 2.3% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $3,496,114 | $1,751,656 ▲ | 100.4% | 42,738 | 2.0% | Manufacturing |
IWV iShares Russell 3000 ETF | $3,027,375 | $3,939,975 ▼ | -56.5% | 8,625 | 1.7% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $2,940,047 | $336 ▲ | 0.0% | 43,738 | 1.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,787,731 | $9,266 ▼ | -0.3% | 33,394 | 1.6% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $2,571,636 | $11,076 ▲ | 0.4% | 60,367 | 1.5% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $2,501,033 | | 0.0% | 26,666 | 1.4% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $2,390,283 | $5,239 ▲ | 0.2% | 56,123 | 1.4% | ETF |
INCO Columbia India Consumer ETF | $2,125,663 | | 0.0% | 32,763 | 1.2% | ETF |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $2,094,714 | $6,985 ▲ | 0.3% | 59,374 | 1.2% | ETF |
CIBR First Trust Nasdaq Cybersecurity ETF | $1,814,022 | $2,192 ▲ | 0.1% | 24,001 | 1.0% | Manufacturing |
FLIN Franklin FTSE India ETF | $1,812,766 | $2,908 ▲ | 0.2% | 45,513 | 1.0% | ETF |
QQQ Invesco QQQ | $1,747,341 | $2,761 ▲ | 0.2% | 3,164 | 1.0% | Finance |
PAR PAR Technology | $1,689,992 | | 0.0% | 24,362 | 1.0% | Business Services |
FLOT iShares Floating Rate Bond ETF | $1,651,540 | $20,357 ▲ | 1.2% | 32,370 | 0.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,622,441 | $55,742 ▼ | -3.3% | 32,803 | 0.9% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $1,588,860 | $1,588,860 ▼ | -50.0% | 14,550 | 0.9% | ETF |
TSPA T. Rowe Price U.S. Equity Research ETF | $1,528,338 | $1,528,338 ▼ | -50.0% | 39,299 | 0.9% | Manufacturing |
QUAL iShares MSCI USA Quality Factor ETF | $1,474,626 | $1,474,626 ▼ | -50.0% | 8,066 | 0.8% | ETF |
KCE SPDR S&P Capital Markets ETF | $1,462,801 | $6,087 ▲ | 0.4% | 10,093 | 0.8% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $1,460,055 | $730,028 ▲ | 100.0% | 28,200 | 0.8% | Finance |
VONV Vanguard Russell 1000 Value ETF | $1,445,502 | $1,445,502 ▼ | -50.0% | 16,964 | 0.8% | ETF |
SMIN iShares MSCI India Small-Cap ETF | $1,319,910 | | 0.0% | 17,102 | 0.8% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $1,309,206 | $3,912 ▲ | 0.3% | 23,761 | 0.8% | ETF |
GLIN VanEck India Growth Leaders ETF | $1,286,332 | | 0.0% | 26,694 | 0.7% | ETF |
MCHI iShares MSCI China ETF | $1,276,125 | $12,618 ▲ | 1.0% | 23,160 | 0.7% | ETF |
TPX Tempur Sealy International | $1,225,810 | $68 ▲ | 0.0% | 18,013 | 0.7% | Retail/Wholesale |
VLUE iShares MSCI USA Value Factor ETF | $1,196,866 | $8,038 ▲ | 0.7% | 10,572 | 0.7% | ETF |
SMH VanEck Semiconductor ETF | $1,196,395 | | 0.0% | 4,290 | 0.7% | Manufacturing |
NVDA NVIDIA | $1,168,228 | $20,540 ▼ | -1.7% | 7,394 | 0.7% | Computer and Technology |
NLR VanEck Uranium and Nuclear ETF | $1,160,497 | | 0.0% | 10,438 | 0.7% | ETF |
RWO SPDR Dow Jones Global Real Estate ETF | $1,124,721 | $11,344 ▲ | 1.0% | 25,481 | 0.6% | ETF |
MSFT Microsoft | $937,466 | $11,439 ▼ | -1.2% | 1,885 | 0.5% | Computer and Technology |
ARKQ ARK Autonomous Technology & Robotics ETF | $929,597 | | 0.0% | 10,425 | 0.5% | ETF |
LMB Limbach | $881,789 | $130,293 ▲ | 17.3% | 6,294 | 0.5% | Construction |
JPM JPMorgan Chase & Co. | $849,697 | $11,306 ▲ | 1.3% | 2,931 | 0.5% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $843,200 | $843,200 ▼ | -50.0% | 8,500 | 0.5% | Finance |
XMHQ Invesco S&P MidCap Quality ETF | $790,082 | $1,081 ▲ | 0.1% | 8,042 | 0.5% | ETF |
TGRT T. Rowe Price Growth ETF | $789,346 | | 0.0% | 19,528 | 0.5% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $769,533 | $769,533 ▼ | -50.0% | 9,950 | 0.4% | ETF |
APG APi Group | $760,747 | | 0.0% | 14,902 | 0.4% | Business Services |
ARKW ARK Next Generation Internet ETF | $679,347 | | 0.0% | 4,602 | 0.4% | ETF |
AAPL Apple | $672,002 | $4,309 ▼ | -0.6% | 3,275 | 0.4% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $653,547 | $341,031 ▼ | -34.3% | 10,887 | 0.4% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $637,122 | $3,628 ▲ | 0.6% | 4,741 | 0.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $630,604 | $3,006 ▲ | 0.5% | 6,922 | 0.4% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $627,595 | | 0.0% | 15,500 | 0.4% | ETF |
GTX Garrett Motion | $612,386 | $53,675 ▲ | 9.6% | 58,267 | 0.4% | Auto/Tires/Trucks |
PBPB Potbelly | $583,737 | | 0.0% | 47,652 | 0.3% | Retail/Wholesale |
VSGX Vanguard ESG International Stock ETF | $578,185 | $5,633 ▲ | 1.0% | 8,827 | 0.3% | ETF |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $572,966 | $6,856 ▼ | -1.2% | 7,104 | 0.3% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $555,552 | $555,552 ▼ | -50.0% | 10,800 | 0.3% | Manufacturing |
LYV Live Nation Entertainment | $545,364 | $60,512 ▼ | -10.0% | 3,605 | 0.3% | Consumer Discretionary |
AMZN Amazon.com | $529,827 | $6,582 ▼ | -1.2% | 2,415 | 0.3% | Retail/Wholesale |
V Visa | $515,737 | $258,574 ▲ | 100.5% | 1,462 | 0.3% | Business Services |
CRH PLC
| $504,992 | $2,479 ▲ | 0.5% | 5,501 | 0.3% | ORD |
IOO iShares Global 100 ETF | $485,145 | | 0.0% | 4,500 | 0.3% | ETF |
AVGO Broadcom | $484,041 | $2,756 ▼ | -0.6% | 1,756 | 0.3% | Computer and Technology |
AUSF Global X Adaptive U.S. Factor ETF | $447,000 | | 0.0% | 10,000 | 0.3% | ETF |
DFH Dream Finders Homes | $446,811 | | 0.0% | 17,780 | 0.3% | Construction |
PAVE Global X U.S. Infrastructure Development ETF | $436,903 | | 0.0% | 10,000 | 0.3% | ETF |
SLV iShares Silver Trust | $435,389 | $19,358 ▲ | 4.7% | 13,270 | 0.3% | ETF |
GOOGL Alphabet | $434,315 | $10,223 ▼ | -2.3% | 2,464 | 0.2% | Computer and Technology |
NRP Natural Resource Partners | $420,626 | | 0.0% | 4,404 | 0.2% | Energy |
IWN iShares Russell 2000 Value ETF | $419,326 | $247,052 ▼ | -37.1% | 2,658 | 0.2% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $415,619 | $1,444 ▲ | 0.3% | 8,059 | 0.2% | ETF |
RWK Invesco S&P MidCap 400 Revenue ETF | $413,320 | $1,636 ▲ | 0.4% | 3,536 | 0.2% | ETF |
FDVV Fidelity High Dividend ETF | $373,980 | $3,277 ▲ | 0.9% | 7,189 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $361,108 | $59,556 ▼ | -14.2% | 14,273 | 0.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $346,940 | $6,343 ▲ | 1.9% | 4,376 | 0.2% | ETF |
RSSS Research Solutions | $340,844 | | 0.0% | 118,761 | 0.2% | Industrials |
EFA iShares MSCI EAFE ETF | $336,487 | $2,828,314 ▼ | -89.4% | 3,764 | 0.2% | Finance |
WMT Walmart | $301,913 | $301,913 ▲ | New Holding | 3,249 | 0.2% | Retail/Wholesale |
IGE iShares North American Natural Resources ETF | $290,420 | $1,682 ▲ | 0.6% | 6,563 | 0.2% | ETF |
REMITLY GLOBAL INC
| $270,757 | | 0.0% | 14,425 | 0.2% | COM |
LAM RESEARCH CORP
| $269,976 | $8,098 ▼ | -2.9% | 2,767 | 0.2% | COM NEW |
IEI iShares 3-7 Year Treasury Bond ETF | $261,998 | $261,998 ▼ | -50.0% | 2,200 | 0.2% | ETF |
META Meta Platforms | $249,723 | $7,388 ▼ | -2.9% | 338 | 0.1% | Computer and Technology |
COST Costco Wholesale | $242,535 | $3,960 ▲ | 1.7% | 245 | 0.1% | Retail/Wholesale |
SCHW Charles Schwab | $235,740 | $182 ▲ | 0.1% | 2,584 | 0.1% | Finance |
BKNG Booking | $231,570 | $231,570 ▲ | New Holding | 40 | 0.1% | Retail/Wholesale |
IWM iShares Russell 2000 ETF | $0 | $956,355 ▼ | -100.0% | 0 | 0.0% | Finance |
MMC Marsh & McLennan Companies | $0 | $211,330 ▼ | -100.0% | 0 | 0.0% | Finance |
TMUS T-Mobile US | $0 | $205,900 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
PEP PepsiCo | $0 | $201,778 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
GTN Gray Media | $0 | $125,824 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
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