BRK.A Berkshire Hathaway | $167,672,736 | | 0.0% | 210 | 59.2% | Finance |
AAPL Apple | $11,020,261 | $12,883 ▼ | -0.1% | 49,612 | 3.9% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $8,465,037 | $263,541 ▲ | 3.2% | 69,380 | 3.0% | ETF |
JNJ Johnson & Johnson | $6,268,645 | $76,121 ▼ | -1.2% | 37,799 | 2.2% | Medical |
IVV iShares Core S&P 500 ETF | $5,851,106 | $8,429 ▲ | 0.1% | 10,413 | 2.1% | ETF |
BRK.B Berkshire Hathaway | $5,119,159 | $4,793 ▼ | -0.1% | 9,612 | 1.8% | Finance |
AMZN Amazon.com | $4,893,868 | $10,655 ▼ | -0.2% | 25,722 | 1.7% | Retail/Wholesale |
NVDA NVIDIA | $3,383,590 | $16,040 ▲ | 0.5% | 31,220 | 1.2% | Computer and Technology |
MSFT Microsoft | $3,250,512 | $17,268 ▲ | 0.5% | 8,659 | 1.1% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $2,925,276 | $11,189 ▼ | -0.4% | 5,229 | 1.0% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $2,916,416 | $492,330 ▲ | 20.3% | 58,775 | 1.0% | ETF |
XOM Exxon Mobil | $2,408,434 | $67,671 ▼ | -2.7% | 20,251 | 0.9% | Energy |
SCHO Schwab Short-Term U.S. Treasury ETF | $2,390,943 | $150,251 ▼ | -5.9% | 98,231 | 0.8% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,944,265 | $6,671 ▲ | 0.3% | 24,191 | 0.7% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,864,555 | $11,798 ▲ | 0.6% | 26,709 | 0.7% | Manufacturing |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,680,981 | $182,784 ▼ | -9.8% | 33,687 | 0.6% | Manufacturing |
UNH UnitedHealth Group | $1,667,860 | $95,336 ▼ | -5.4% | 3,184 | 0.6% | Medical |
QQQM Invesco NASDAQ 100 ETF | $1,561,741 | $98,827 ▲ | 6.8% | 8,091 | 0.6% | ETF |
SPHY SPDR Portfolio High Yield Bond ETF | $1,444,452 | $119,559 ▲ | 9.0% | 61,676 | 0.5% | ETF |
COIN Coinbase Global | $1,382,490 | $8,611 ▲ | 0.6% | 8,027 | 0.5% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $1,316,328 | $791 ▼ | -0.1% | 13,307 | 0.5% | Finance |
NFLX Netflix | $1,225,344 | $3,730 ▼ | -0.3% | 1,314 | 0.4% | Consumer Discretionary |
PG Procter & Gamble | $1,158,230 | $1,363 ▼ | -0.1% | 6,796 | 0.4% | Consumer Staples |
IAUM iShares Gold Trust Micro | $1,138,702 | $2,431 ▼ | -0.2% | 36,532 | 0.4% | Finance |
MCD McDonald's | $1,135,168 | | 0.0% | 3,634 | 0.4% | Retail/Wholesale |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $1,095,332 | $213,473 ▲ | 24.2% | 44,060 | 0.4% | ETF |
AMAT Applied Materials | $1,054,297 | | 0.0% | 7,265 | 0.4% | Computer and Technology |
FRANKLIN TEMPLETON DIGITAL H
| $1,031,712 | $382,319 ▼ | -27.0% | 21,602 | 0.4% | BITCOIN ETF SHS |
SCHA Schwab US Small-Cap ETF | $1,027,452 | $47,329 ▲ | 4.8% | 43,852 | 0.4% | ETF |
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | $958,678 | $90,991 ▲ | 10.5% | 28,089 | 0.3% | ETF |
EPD Enterprise Products Partners | $933,002 | $2,492 ▲ | 0.3% | 27,329 | 0.3% | Energy |
ADP Automatic Data Processing | $873,422 | $611 ▼ | -0.1% | 2,859 | 0.3% | Business Services |
SCHM Schwab U.S. Mid-Cap ETF | $862,714 | $15,248 ▲ | 1.8% | 32,928 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $860,832 | $13,002 ▼ | -1.5% | 3,509 | 0.3% | Finance |
V Visa | $806,207 | $19,629 ▼ | -2.4% | 2,300 | 0.3% | Business Services |
VZ Verizon Communications | $789,354 | $4,536 ▼ | -0.6% | 17,402 | 0.3% | Computer and Technology |
AON AON | $757,473 | | 0.0% | 1,898 | 0.3% | Finance |
IMCB iShares Morningstar Mid-Cap ETF | $751,350 | $206,173 ▼ | -21.5% | 10,142 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $701,747 | | 0.0% | 31,782 | 0.2% | ETF |
VTV Vanguard Value ETF | $687,851 | $17,101 ▲ | 2.5% | 3,982 | 0.2% | ETF |
IYW iShares U.S. Technology ETF | $683,662 | | 0.0% | 4,868 | 0.2% | Manufacturing |
SPLV Invesco S&P 500 Low Volatility ETF | $676,141 | | 0.0% | 9,049 | 0.2% | ETF |
MA Mastercard | $667,887 | | 0.0% | 1,219 | 0.2% | Business Services |
T AT&T | $656,948 | $5,939 ▲ | 0.9% | 23,230 | 0.2% | Computer and Technology |
BLACKROCK INC
| $656,064 | $947 ▲ | 0.1% | 693 | 0.2% | COM |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $635,847 | $112,960 ▲ | 21.6% | 25,212 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $622,618 | $262,311 ▼ | -29.6% | 5,896 | 0.2% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $622,038 | $67,591 ▼ | -9.8% | 6,074 | 0.2% | ETF |
MBB iShares MBS ETF | $602,911 | $9,284 ▼ | -1.5% | 6,429 | 0.2% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $588,998 | $12,017 ▼ | -2.0% | 6,421 | 0.2% | ETF |
NSC Norfolk Southern | $586,069 | $18,004 ▼ | -3.0% | 2,474 | 0.2% | Transportation |
IEI iShares 3-7 Year Treasury Bond ETF | $585,950 | $82,458 ▼ | -12.3% | 4,960 | 0.2% | ETF |
CB Chubb | $572,573 | $1,208 ▼ | -0.2% | 1,896 | 0.2% | Finance |
GRAYSCALE ETHEREUM MINI TR E
| $557,050 | $278,448 ▲ | 99.9% | 32,349 | 0.2% | SHS NEW |
SPEM SPDR Portfolio Emerging Markets ETF | $542,046 | $17,480 ▲ | 3.3% | 13,768 | 0.2% | ETF |
SHOP Shopify | $507,190 | | 0.0% | 5,312 | 0.2% | Computer and Technology |
IDEV iShares Core MSCI International Developed Markets ETF | $498,350 | $22,803 ▼ | -4.4% | 7,234 | 0.2% | ETF |
SBUX Starbucks | $485,609 | | 0.0% | 4,951 | 0.2% | Retail/Wholesale |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $476,095 | $9,427 ▼ | -1.9% | 9,091 | 0.2% | Manufacturing |
VB Vanguard Small-Cap ETF | $474,989 | $3,326 ▲ | 0.7% | 2,142 | 0.2% | ETF |
RTX RTX | $459,504 | $44,639 ▼ | -8.9% | 3,469 | 0.2% | Aerospace |
NULG Nuveen ESG Large-Cap Growth ETF | $437,115 | $32,721 ▼ | -7.0% | 5,584 | 0.2% | ETF |
TSLA Tesla | $436,166 | $69,714 ▼ | -13.8% | 1,683 | 0.2% | Auto/Tires/Trucks |
FLIN Franklin FTSE India ETF | $415,260 | $30,614 ▲ | 8.0% | 11,272 | 0.1% | ETF |
PAA Plains All American Pipeline | $411,854 | $3,500 ▼ | -0.8% | 20,593 | 0.1% | Energy |
MDLZ Mondelez International | $402,555 | $746 ▼ | -0.2% | 5,933 | 0.1% | Consumer Staples |
KO Coca-Cola | $402,290 | $6,446 ▼ | -1.6% | 5,617 | 0.1% | Consumer Staples |
CSX CSX | $396,355 | $20,218 ▼ | -4.9% | 13,468 | 0.1% | Transportation |
OKE ONEOK | $392,117 | $4,961 ▼ | -1.2% | 3,952 | 0.1% | Energy |
CVX Chevron | $390,464 | $167 ▲ | 0.0% | 2,334 | 0.1% | Energy |
UNP Union Pacific | $384,599 | $17,718 ▼ | -4.4% | 1,628 | 0.1% | Transportation |
TFC Truist Financial | $377,959 | $3,992 ▼ | -1.0% | 9,185 | 0.1% | Finance |
CSCO Cisco Systems | $368,602 | $6,295 ▼ | -1.7% | 5,973 | 0.1% | Computer and Technology |
ABBV AbbVie | $368,477 | $27,233 ▼ | -6.9% | 1,759 | 0.1% | Medical |
SCHF Schwab International Equity ETF | $363,042 | | 0.0% | 18,354 | 0.1% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $362,933 | $362,933 ▲ | New Holding | 6,588 | 0.1% | Manufacturing |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $353,220 | $22,121 ▼ | -5.9% | 12,359 | 0.1% | ETF |
MMM 3M | $338,497 | | 0.0% | 2,305 | 0.1% | Multi-Sector Conglomerates |
ASML ASML | $333,966 | $5,964 ▲ | 1.8% | 504 | 0.1% | Computer and Technology |
IEF iShares 7-10 Year Treasury Bond ETF | $319,489 | $6,294 ▼ | -1.9% | 3,350 | 0.1% | ETF |
EQAL Invesco Russell 1000 Equal Weight ETF | $311,208 | $1,701 ▼ | -0.5% | 6,585 | 0.1% | ETF |
DIS Walt Disney | $291,992 | | 0.0% | 2,958 | 0.1% | Consumer Discretionary |
NULV Nuveen ESG Large-Cap Value ETF | $284,523 | $17,249 ▼ | -5.7% | 7,027 | 0.1% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $282,026 | $7,398 ▼ | -2.6% | 5,833 | 0.1% | Manufacturing |
PZA Invesco National AMT-Free Municipal Bond ETF | $278,369 | | 0.0% | 12,082 | 0.1% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $275,639 | | 0.0% | 2,261 | 0.1% | Manufacturing |
ETN Eaton | $272,917 | $2,175 ▲ | 0.8% | 1,004 | 0.1% | Industrials |
GLW Corning | $272,208 | $1,145 ▼ | -0.4% | 5,946 | 0.1% | Computer and Technology |
IMCG iShares Morningstar Mid-Cap Growth ETF | $270,434 | | 0.0% | 3,786 | 0.1% | ETF |
CAT Caterpillar | $267,282 | $24,418 ▼ | -8.4% | 810 | 0.1% | Industrials |
XLP Consumer Staples Select Sector SPDR Fund | $266,489 | $58,557 ▲ | 28.2% | 3,263 | 0.1% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $263,173 | $8,489 ▼ | -3.1% | 1,302 | 0.1% | ETF |
QQEW First Trust NASDAQ 100 Equal Weighted Index Fund | $262,297 | | 0.0% | 2,169 | 0.1% | Manufacturing |
GOOGL Alphabet | $260,569 | $1,237 ▼ | -0.5% | 1,685 | 0.1% | Computer and Technology |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $257,873 | $4,412 ▼ | -1.7% | 4,910 | 0.1% | Manufacturing |
QQQ Invesco QQQ | $256,030 | $1,407 ▼ | -0.5% | 546 | 0.1% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $253,647 | $14,786 ▼ | -5.5% | 3,105 | 0.1% | Manufacturing |
BNDX Vanguard Total International Bond ETF | $253,083 | $12,742 ▼ | -4.8% | 5,184 | 0.1% | ETF |
FDX FedEx | $246,532 | $1,219 ▲ | 0.5% | 1,011 | 0.1% | Transportation |
ICE Intercontinental Exchange | $241,156 | $1,725 ▼ | -0.7% | 1,398 | 0.1% | Finance |
