BRK.B Berkshire Hathaway | $23,117,064 | $20,169,253 ▲ | 684.2% | 55,232 | 10.9% | Finance |
VOO Vanguard S&P 500 ETF | $14,601,497 | $765,287 ▲ | 5.5% | 30,375 | 6.9% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $14,403,512 | $13,765,495 ▲ | 2,157.5% | 143,038 | 6.8% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $11,951,200 | $805,053 ▲ | 7.2% | 132,939 | 5.6% | ETF |
VUG Vanguard Growth ETF | $8,291,510 | $662,247 ▲ | 8.7% | 24,089 | 3.9% | ETF |
EES WisdomTree U.S. SmallCap Earnings Fund | $7,022,624 | $6,980,022 ▲ | 16,384.2% | 140,116 | 3.3% | Finance |
VO Vanguard Mid-Cap ETF | $6,559,806 | $178,150 ▲ | 2.8% | 26,254 | 3.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $5,453,618 | $144,845 ▼ | -2.6% | 65,250 | 2.6% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $4,984,410 | $85,849 ▼ | -1.7% | 139,229 | 2.3% | ETF |
QVAL Alpha Architect U.S. Quantitative Value ETF | $4,823,869 | $4,626,648 ▲ | 2,345.9% | 107,498 | 2.3% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $4,804,481 | $4,768,608 ▲ | 13,293.0% | 58,929 | 2.3% | ETF |
AXP American Express | $4,554,200 | $44,590 ▲ | 1.0% | 20,427 | 2.1% | Finance |
SCHF Schwab International Equity ETF | $4,398,398 | $204,932 ▲ | 4.9% | 112,722 | 2.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $4,203,227 | $3,975,854 ▲ | 1,748.6% | 21,906 | 2.0% | ETF |
BN Brookfield | $3,526,219 | $2,598,035 ▲ | 279.9% | 85,794 | 1.7% | Finance |
DUOLINGO INC
| $3,150,103 | | 0.0% | 14,281 | 1.5% | CL A COM |
HTRB Hartford Total Return Bond ETF | $2,910,224 | $107,732 ▲ | 3.8% | 86,254 | 1.4% | ETF |
DLS WisdomTree International SmallCap Dividend Fund | $2,902,151 | $2,865,112 ▲ | 7,735.4% | 44,505 | 1.4% | Finance |
VB Vanguard Small-Cap ETF | $2,768,540 | $66,293 ▼ | -2.3% | 12,111 | 1.3% | ETF |
IVV iShares Core S&P 500 ETF | $2,494,058 | $15,772 ▲ | 0.6% | 4,744 | 1.2% | ETF |
AMZN Amazon.com | $2,477,384 | $1,774,503 ▲ | 252.5% | 13,605 | 1.2% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $2,292,318 | $2,136,378 ▲ | 1,370.0% | 8,820 | 1.1% | ETF |
V Visa | $2,217,509 | $1,360,738 ▲ | 158.8% | 7,995 | 1.0% | Business Services |
MKL Markel Group | $2,177,919 | $47,932 ▲ | 2.3% | 1,454 | 1.0% | Multi-Sector Conglomerates |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,160,077 | $103,990 ▼ | -4.6% | 18,487 | 1.0% | ETF |
BND Vanguard Total Bond Market ETF | $1,982,283 | $42,053 ▼ | -2.1% | 27,293 | 0.9% | ETF |
ADP Automatic Data Processing | $1,872,764 | $1,200,052 ▲ | 178.4% | 7,575 | 0.9% | Business Services |
JMST JPMorgan Ultra-Short Municipal ETF | $1,863,806 | $1,658,368 ▲ | 807.2% | 36,743 | 0.9% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $1,862,587 | $27,615 ▼ | -1.5% | 37,973 | 0.9% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,833,041 | $23,307 ▲ | 1.3% | 50,650 | 0.9% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,678,201 | | 0.0% | 16,534 | 0.8% | ETF |
GOOGL Alphabet | $1,559,551 | $1,544,451 ▲ | 10,228.0% | 10,328 | 0.7% | Computer and Technology |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $1,488,030 | $1,475,580 ▲ | 11,852.3% | 26,295 | 0.7% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $1,479,225 | $23,660 ▼ | -1.6% | 26,509 | 0.7% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,413,387 | $2,268 ▼ | -0.2% | 19,941 | 0.7% | ETF |
JNJ Johnson & Johnson | $1,407,248 | $15,296 ▼ | -1.1% | 9,200 | 0.7% | Medical |
DFUS Dimensional U.S. Equity ETF | $1,398,973 | $813,503 ▲ | 138.9% | 24,552 | 0.7% | ETF |
MOTI VanEck Morningstar International Moat ETF | $1,351,107 | $56,106 ▼ | -4.0% | 43,419 | 0.6% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $1,233,436 | $210,522 ▲ | 20.6% | 48,389 | 0.6% | ETF |
VT Vanguard Total World Stock ETF | $1,197,268 | $1,170,748 ▲ | 4,414.6% | 10,835 | 0.6% | ETF |
SPBO SPDR Portfolio Corporate Bond ETF | $1,097,279 | $22,182 ▲ | 2.1% | 37,694 | 0.5% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $996,546 | $120,950 ▲ | 13.8% | 12,186 | 0.5% | Manufacturing |
VXUS Vanguard Total International Stock Index Fund ETF Shares | $984,458 | $11,095 ▲ | 1.1% | 16,326 | 0.5% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $972,335 | $16,329 ▼ | -1.7% | 21,318 | 0.5% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $970,286 | $885,416 ▼ | -47.7% | 5,179 | 0.5% | ETF |
GOOG Alphabet | $946,058 | $860,053 ▲ | 1,000.0% | 5,940 | 0.4% | Computer and Technology |
HEFA iShares Currency Hedged MSCI EAFE ETF | $945,215 | $4,709 ▲ | 0.5% | 27,099 | 0.4% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $935,366 | $925,092 ▲ | 9,004.5% | 18,391 | 0.4% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $922,263 | $82,611 ▼ | -8.2% | 25,733 | 0.4% | ETF |
DUSA Davis Select U.S. Equity ETF | $910,263 | | 0.0% | 22,548 | 0.4% | ETF |
PPG PPG Industries | $893,019 | | 0.0% | 6,163 | 0.4% | Basic Materials |
IJH iShares Core S&P Mid-Cap ETF | $881,103 | $703,255 ▲ | 395.4% | 14,506 | 0.4% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $805,363 | $671,199 ▲ | 500.3% | 31,815 | 0.4% | ETF |
ANSS ANSYS | $781,403 | $10,409 ▼ | -1.3% | 2,252 | 0.4% | Computer and Technology |
DFSV Dimensional US Small Cap Value ETF | $775,277 | $626,734 ▲ | 421.9% | 26,096 | 0.4% | ETF |
DINT Davis Select International ETF | $700,048 | $566,774 ▲ | 425.3% | 36,291 | 0.3% | ETF |
VTV Vanguard Value ETF | $680,755 | | 0.0% | 4,180 | 0.3% | ETF |
BAM Brookfield Asset Management | $671,227 | $78,619 ▲ | 13.3% | 15,974 | 0.3% | Financial Services |
COKE Coca-Cola Consolidated | $644,929 | | 0.0% | 11,000 | 0.3% | Consumer Staples |
WTM White Mountains Insurance Group | $641,440 | | 0.0% | 380 | 0.3% | Finance |
XLF Financial Select Sector SPDR Fund | $633,343 | $211 ▲ | 0.0% | 15,037 | 0.3% | ETF |
AMT American Tower | $625,628 | $406,611 ▲ | 185.7% | 3,285 | 0.3% | Finance |
PNC The PNC Financial Services Group | $618,653 | $607,157 ▲ | 5,281.6% | 4,090 | 0.3% | Finance |
1/100 BERKSHIRE HTWY CLASS A
| $611,440 | | 0.0% | 100 | 0.3% | CL A |
DEO Diageo | $601,700 | $49,088 ▲ | 8.9% | 4,045 | 0.3% | Consumer Staples |
VYM Vanguard High Dividend Yield Index Fund ETF Shares | $581,296 | $12,703 ▲ | 2.2% | 4,805 | 0.3% | ETF |
CFRUY Compagnie Financière Richemont | $548,467 | | 0.0% | 38,600 | 0.3% | Retail/Wholesale |
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | $535,558 | $188,440 ▼ | -26.0% | 27,389 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $523,730 | $2,100 ▼ | -0.4% | 4,739 | 0.2% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $508,869 | $41,692 ▼ | -7.6% | 4,394 | 0.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $495,340 | $1,032 ▲ | 0.2% | 7,200 | 0.2% | ETF |
ROST Ross Stores | $487,494 | | 0.0% | 3,600 | 0.2% | Retail/Wholesale |
BAM Brookfield Asset Management | $482,730 | $67,852 ▼ | -12.3% | 12,365 | 0.2% | Financial Services |
DGEAF Diageo | $478,758 | $13,837 ▼ | -2.8% | 3,460 | 0.2% | Consumer Defensive |
CSWI CSW Industrials | $470,670 | | 0.0% | 2,000 | 0.2% | Basic Materials |
JPST JPMorgan Ultra-Short Income ETF | $469,554 | $11,402 ▲ | 2.5% | 9,307 | 0.2% | ETF |
CSGP CoStar Group | $461,570 | $2,663 ▼ | -0.6% | 5,200 | 0.2% | Computer and Technology |
NSRGY Nestlé | $456,489 | | 0.0% | 4,500 | 0.2% | Consumer Staples |
VIG Vanguard Dividend Appreciation ETF | $448,017 | $169,673 ▼ | -27.5% | 2,453 | 0.2% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $412,181 | $25,104 ▲ | 6.5% | 9,687 | 0.2% | ETF |
IVAL Alpha Architect International Quantitative Value ETF | $389,029 | $21,207 ▲ | 5.8% | 14,419 | 0.2% | ETF |
DIS Walt Disney | $388,493 | | 0.0% | 3,175 | 0.2% | Consumer Discretionary |
BKNG Booking | $375,891 | $46,539 ▲ | 14.1% | 105 | 0.2% | Retail/Wholesale |
MCO Moody's | $347,010 | | 0.0% | 900 | 0.2% | Finance |
IVOO Vanguard S&P Mid-Cap 400 ETF | $338,266 | $515 ▲ | 0.2% | 3,284 | 0.2% | ETF |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $327,538 | $21,652 ▼ | -6.2% | 6,898 | 0.2% | ETF |
WFC Wells Fargo & Company | $318,432 | $225,696 ▲ | 243.4% | 5,494 | 0.2% | Finance |
MA Mastercard | $315,984 | $294,482 ▲ | 1,369.6% | 676 | 0.1% | Business Services |
AAPL Apple | $315,695 | $243,502 ▲ | 337.3% | 1,841 | 0.1% | Computer and Technology |
DFSD Dimensional Short-Duration Fixed Income ETF | $313,663 | | 0.0% | 6,668 | 0.1% | ETF |
PFE Pfizer | $312,961 | $52,160 ▲ | 20.0% | 12,000 | 0.1% | Medical |
ROUS Hartford Multifactor US Equity ETF | $305,295 | $9,155 ▲ | 3.1% | 6,336 | 0.1% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $294,205 | $239,206 ▲ | 434.9% | 4,028 | 0.1% | ETF |
DKS DICK'S Sporting Goods | $281,075 | | 0.0% | 1,250 | 0.1% | Retail/Wholesale |
RSP Invesco S&P 500 Equal Weight ETF | $272,757 | $179,579 ▼ | -39.7% | 1,610 | 0.1% | ETF |
IAU iShares Gold Trust | $246,389 | $246,389 ▲ | New Holding | 5,865 | 0.1% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $242,080 | $84 ▼ | 0.0% | 5,796 | 0.1% | ETF |
EUSA iShares MSCI USA Equal Weighted ETF | $234,754 | | 0.0% | 2,580 | 0.1% | ETF |
RODM Hartford Multifactor Developed Markets (ex-US) ETF | $232,176 | | 0.0% | 8,292 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $220,353 | $68,385 ▲ | 45.0% | 870 | 0.1% | ETF |
