BRK.B Berkshire Hathaway | $27,402,675 | $278,967 ▼ | -1.0% | 51,472 | 11.3% | Finance |
VOO Vanguard S&P 500 ETF | $22,525,313 | $2,563,911 ▲ | 12.8% | 43,831 | 9.3% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $14,209,945 | $1,586,455 ▲ | 12.6% | 141,154 | 5.9% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $14,076,479 | $332,640 ▲ | 2.4% | 159,960 | 5.8% | ETF |
VUG Vanguard Growth ETF | $9,213,355 | $235,470 ▲ | 2.6% | 24,846 | 3.8% | ETF |
VO Vanguard Mid-Cap ETF | $8,223,773 | $12,672 ▲ | 0.2% | 31,799 | 3.4% | ETF |
EES WisdomTree U.S. SmallCap Fund | $6,692,907 | $12,015 ▼ | -0.2% | 137,037 | 2.8% | Finance |
VIGI Vanguard International Dividend Appreciation ETF | $6,339,934 | $6,247,705 ▲ | 6,774.1% | 76,440 | 2.6% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $5,843,666 | $9,647 ▲ | 0.2% | 62,392 | 2.4% | ETF |
AXP American Express | $5,525,879 | | 0.0% | 20,427 | 2.3% | Finance |
VTI Vanguard Total Stock Market ETF | $5,346,188 | $4,988,896 ▲ | 1,396.3% | 19,452 | 2.2% | ETF |
SCHF Schwab International Equity ETF | $5,193,425 | $11,176 ▼ | -0.2% | 262,559 | 2.1% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $4,780,801 | $58,520 ▼ | -1.2% | 133,244 | 2.0% | ETF |
QVAL Alpha Architect U.S. Quantitative Value ETF | $4,636,636 | $244,384 ▼ | -5.0% | 108,714 | 1.9% | ETF |
BN Brookfield | $4,335,993 | $11,643 ▼ | -0.3% | 81,934 | 1.8% | Finance |
VBR Vanguard Small-Cap Value ETF | $4,008,595 | $3,783,370 ▲ | 1,679.8% | 21,518 | 1.7% | ETF |
HTRB Hartford Total Return Bond ETF | $3,363,935 | $77,438 ▲ | 2.4% | 99,348 | 1.4% | ETF |
VB Vanguard Small-Cap ETF | $3,244,306 | $23,728 ▲ | 0.7% | 14,630 | 1.3% | ETF |
DFUS Dimensional U.S. Equity ETF | $3,027,660 | $91,687 ▲ | 3.1% | 50,061 | 1.3% | ETF |
MKL Markel Group | $2,715,812 | | 0.0% | 1,464 | 1.1% | Multi-Sector Conglomerates |
V Visa | $2,688,361 | $31,313 ▼ | -1.2% | 7,727 | 1.1% | Business Services |
AMZN Amazon.com | $2,643,674 | $38,025 ▲ | 1.5% | 13,905 | 1.1% | Retail/Wholesale |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $2,561,822 | $22,101 ▼ | -0.9% | 103,050 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $2,559,699 | $62,377 ▼ | -2.4% | 4,555 | 1.1% | ETF |
ADP Automatic Data Processing | $2,285,812 | | 0.0% | 7,583 | 0.9% | Business Services |
BND Vanguard Total Bond Market ETF | $2,150,409 | $212,125 ▲ | 10.9% | 29,277 | 0.9% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $2,106,302 | $70,173 ▼ | -3.2% | 41,422 | 0.9% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,082,183 | $13,110 ▼ | -0.6% | 52,888 | 0.9% | ETF |
DLS WisdomTree International SmallCap Dividend Fund | $1,927,720 | $162,497 ▼ | -7.8% | 29,207 | 0.8% | Finance |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $1,864,093 | $83,003 ▼ | -4.3% | 16,125 | 0.8% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,737,083 | $15,828 ▼ | -0.9% | 17,999 | 0.7% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $1,612,612 | $85,942 ▲ | 5.6% | 60,945 | 0.7% | ETF |
GOOGL Alphabet | $1,585,548 | $12,376 ▼ | -0.8% | 10,249 | 0.7% | Computer and Technology |
EWX SPDR S&P Emerging Markets SmallCap ETF | $1,483,705 | $41,793 ▼ | -2.7% | 26,200 | 0.6% | ETF |
SPBO SPDR Portfolio Corporate Bond ETF | $1,343,124 | $123,232 ▼ | -8.4% | 46,267 | 0.6% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,246,530 | $15,584 ▼ | -1.2% | 15,998 | 0.5% | ETF |
VXUS Vanguard Total International Stock ETF | $1,216,787 | $79,053 ▲ | 6.9% | 19,594 | 0.5% | ETF |
JNJ Johnson & Johnson | $1,152,339 | $308,009 ▼ | -21.1% | 7,273 | 0.5% | Medical |
VT Vanguard Total World Stock ETF | $1,084,017 | $1,053,870 ▲ | 3,495.8% | 9,349 | 0.4% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,062,148 | $326,321 ▼ | -23.5% | 40,540 | 0.4% | ETF |
MOTI VanEck Morningstar International Moat ETF | $1,057,158 | $99,859 ▼ | -8.6% | 31,770 | 0.4% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $1,019,868 | $914,804 ▲ | 870.7% | 12,328 | 0.4% | Manufacturing |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,016,447 | $35,827 ▼ | -3.4% | 27,917 | 0.4% | ETF |
VTV Vanguard Value ETF | $986,345 | | 0.0% | 5,710 | 0.4% | ETF |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $984,998 | $341,734 ▲ | 53.1% | 9,800 | 0.4% | ETF |
DUSA Davis Select U.S. Equity ETF | $982,882 | | 0.0% | 23,225 | 0.4% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $974,379 | | 0.0% | 26,850 | 0.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $971,088 | $109,102 ▲ | 12.7% | 7,530 | 0.4% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $967,502 | $110,726 ▼ | -10.3% | 20,892 | 0.4% | ETF |
GOOG Alphabet | $965,624 | | 0.0% | 5,940 | 0.4% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $948,938 | $97,327 ▲ | 11.4% | 16,263 | 0.4% | ETF |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $925,790 | $325,651 ▼ | -26.0% | 15,869 | 0.4% | ETF |
DINT Davis Select International ETF | $845,885 | $53,152 ▼ | -5.9% | 36,603 | 0.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $841,797 | $67,841 ▼ | -7.5% | 29,904 | 0.3% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $832,371 | $22,639 ▼ | -2.6% | 4,118 | 0.3% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $802,993 | | 0.0% | 16,898 | 0.3% | ETF |
1/100 BERKSHIRE HTWY CLASS A
| $796,246 | $78,828,354 ▼ | -99.0% | 1 | 0.3% | CL A |
COKE Coca-Cola Consolidated | $785,785 | | 0.0% | 11,000 | 0.3% | Consumer Staples |
DIMENSIONAL ETF TRUST
| $772,206 | $2,821 ▲ | 0.4% | 12,591 | 0.3% | US CORE EQUITY 1 |
BAM Brookfield Asset Management | $747,002 | $147,918 ▲ | 24.7% | 15,418 | 0.3% | Finance |
XLF Financial Select Sector SPDR Fund | $737,903 | $199 ▲ | 0.0% | 14,814 | 0.3% | ETF |
ANSS ANSYS | $728,324 | | 0.0% | 2,300 | 0.3% | Computer and Technology |
MSFT Microsoft | $714,367 | $621,270 ▲ | 667.3% | 1,903 | 0.3% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $695,140 | $582 ▲ | 0.1% | 3,583 | 0.3% | ETF |
WTM White Mountains Insurance Group | $672,243 | | 0.0% | 380 | 0.3% | Finance |
BAM Brookfield Asset Management | $664,310 | | 0.0% | 12,365 | 0.3% | Finance |
CSWI CSW Industrials | $632,410 | | 0.0% | 2,000 | 0.3% | Basic Materials |
AMT American Tower | $630,211 | | 0.0% | 2,860 | 0.3% | Finance |
PNC The PNC Financial Services Group | $610,518 | $598,210 ▲ | 4,860.5% | 3,770 | 0.3% | Finance |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $592,957 | $84,543 ▼ | -12.5% | 12,274 | 0.2% | Finance |
IJR iShares Core S&P Small-Cap ETF | $557,249 | $5,228 ▲ | 0.9% | 5,329 | 0.2% | ETF |
DFCF Dimensional Core Fixed Income ETF | $555,150 | | 0.0% | 13,199 | 0.2% | ETF |
CFRUY Compagnie Financière Richemont | $546,116 | $131,700 ▼ | -19.4% | 31,100 | 0.2% | Retail/Wholesale |
VYMI Vanguard International High Dividend Yield ETF | $504,437 | $30,730 ▼ | -5.7% | 6,845 | 0.2% | ETF |
BKNG Booking | $499,925 | | 0.0% | 102 | 0.2% | Retail/Wholesale |
NSRGY Nestlé | $495,076 | $2,111 ▲ | 0.4% | 4,690 | 0.2% | Consumer Staples |
JPST JPMorgan Ultra-Short Income ETF | $485,603 | $15,898 ▼ | -3.2% | 9,591 | 0.2% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $476,084 | | 0.0% | 4,030 | 0.2% | ETF |
ROST Ross Stores | $473,331 | | 0.0% | 3,400 | 0.2% | Retail/Wholesale |
AAPL Apple | $444,260 | | 0.0% | 2,000 | 0.2% | Computer and Technology |
VZ Verizon Communications | $422,755 | $3,357 ▼ | -0.8% | 9,320 | 0.2% | Computer and Technology |
MCO Moody's | $413,924 | | 0.0% | 900 | 0.2% | Finance |
CSGP CoStar Group | $412,751 | $7,601 ▲ | 1.9% | 5,430 | 0.2% | Computer and Technology |
WFC Wells Fargo & Company | $393,050 | $278,186 ▲ | 242.2% | 5,475 | 0.2% | Finance |
DGEAF Diageo | $384,510 | | 0.0% | 3,460 | 0.2% | Consumer Defensive |
VTEB Vanguard Tax-Exempt Bond ETF | $379,444 | $347,340 ▼ | -47.8% | 7,647 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $359,561 | $18,829 ▼ | -5.0% | 7,944 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $347,707 | $337,993 ▲ | 3,479.3% | 3,293 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $346,508 | | 0.0% | 2,840 | 0.1% | ETF |
IAU iShares Gold Trust | $337,546 | $5,896 ▼ | -1.7% | 5,725 | 0.1% | Finance |
IVOO Vanguard S&P Mid-Cap 400 ETF | $327,408 | $790 ▲ | 0.2% | 3,317 | 0.1% | ETF |
ROUS Hartford Multifactor US Equity ETF | $314,506 | $5,022 ▼ | -1.6% | 6,200 | 0.1% | ETF |
DIS Walt Disney | $303,503 | $9,870 ▼ | -3.1% | 3,075 | 0.1% | Consumer Discretionary |
DFUV Dimensional US Marketwide Value ETF | $302,822 | | 0.0% | 7,348 | 0.1% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $299,048 | $9,578 ▼ | -3.1% | 3,903 | 0.1% | ETF |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $289,933 | | 0.0% | 6,100 | 0.1% | ETF |
MA Mastercard | $273,005 | $55,147 ▼ | -16.8% | 500 | 0.1% | Business Services |
PFE Pfizer | $269,174 | | 0.0% | 11,225 | 0.1% | Medical |
IVAL Alpha Architect International Quantitative Value ETF | $266,093 | $1,992 ▼ | -0.7% | 10,419 | 0.1% | ETF |
DKS DICK'S Sporting Goods | $251,950 | | 0.0% | 1,250 | 0.1% | Retail/Wholesale |
