BRK.B Berkshire Hathaway | $58,672,545 | $192,366 ▼ | -0.3% | 120,782 | 13.4% | Finance |
AAPL Apple | $28,465,976 | $154,083 ▼ | -0.5% | 138,743 | 6.5% | Computer and Technology |
DFAU Dimensional US Core Equity Market ETF | $26,173,314 | $2,205,812 ▲ | 9.2% | 617,878 | 6.0% | ETF |
SPROTT PHYSICAL GOLD TR
| $21,958,397 | $153,258 ▲ | 0.7% | 866,257 | 5.0% | UNIT |
DGRO iShares Core Dividend Growth ETF | $20,524,999 | $353,972 ▲ | 1.8% | 321,004 | 4.7% | ETF |
DVY iShares Select Dividend ETF | $14,784,508 | $403,214 ▲ | 2.8% | 111,320 | 3.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $13,072,206 | $118,057 ▼ | -0.9% | 378,137 | 3.0% | ETF |
GOOGL Alphabet | $12,751,115 | $23,615 ▲ | 0.2% | 72,354 | 2.9% | Computer and Technology |
VGK Vanguard FTSE Europe ETF | $10,691,068 | $29,140 ▲ | 0.3% | 137,949 | 2.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $7,953,031 | $655,282 ▲ | 9.0% | 87,300 | 1.8% | ETF |
AVES Avantis Emerging Markets Value ETF | $7,252,311 | $326,197 ▲ | 4.7% | 135,443 | 1.7% | ETF |
MSFT Microsoft | $7,181,708 | $63,669 ▼ | -0.9% | 14,438 | 1.6% | Computer and Technology |
COWZ Pacer US Cash Cows 100 ETF | $5,826,982 | $27,219 ▼ | -0.5% | 105,753 | 1.3% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $5,678,923 | $89,563 ▲ | 1.6% | 70,889 | 1.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $5,577,949 | $53,170 ▲ | 1.0% | 112,776 | 1.3% | ETF |
JPM JPMorgan Chase & Co. | $5,445,730 | | 0.0% | 18,784 | 1.2% | Finance |
AVDV Avantis International Small Cap Value ETF | $5,420,937 | $147,620 ▼ | -2.7% | 68,377 | 1.2% | ETF |
PM Philip Morris International | $5,409,925 | $28,777 ▼ | -0.5% | 29,703 | 1.2% | Consumer Staples |
KARO Karooooo | $5,202,411 | $677,100 ▼ | -11.5% | 106,215 | 1.2% | Computer and Technology |
COST Costco Wholesale | $5,147,387 | $5,940 ▲ | 0.1% | 5,199 | 1.2% | Retail/Wholesale |
NIE Virtus Equity & Convertible Income Fund | $5,053,941 | $122,345 ▲ | 2.5% | 211,461 | 1.2% | Financial Services |
TGT Target | $4,999,717 | $1,583 ▼ | 0.0% | 50,550 | 1.1% | Retail/Wholesale |
AVUS Avantis U.S. Equity ETF | $4,843,864 | $82,674 ▼ | -1.7% | 48,044 | 1.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $4,753,116 | $175,043 ▲ | 3.8% | 132,620 | 1.1% | ETF |
GOOG Alphabet | $4,731,701 | $199,564 ▼ | -4.0% | 26,674 | 1.1% | Computer and Technology |
META Meta Platforms | $4,535,563 | $10,333 ▲ | 0.2% | 6,145 | 1.0% | Computer and Technology |
UNH UnitedHealth Group | $4,149,013 | $465,161 ▲ | 12.6% | 13,299 | 0.9% | Medical |
DFCF Dimensional Core Fixed Income ETF | $4,130,523 | $619,790 ▲ | 17.7% | 97,740 | 0.9% | ETF |
PANW Palo Alto Networks | $3,970,307 | $2,600,904 ▲ | 189.9% | 19,405 | 0.9% | Computer and Technology |
AMZN Amazon.com | $3,943,974 | $203,594 ▼ | -4.9% | 17,977 | 0.9% | Retail/Wholesale |
BRK.A Berkshire Hathaway | $3,644,000 | | 0.0% | 5 | 0.8% | Finance |
DIMENSIONAL ETF TRUST
| $3,352,860 | $486,492 ▲ | 17.0% | 61,531 | 0.8% | GLOBAL CORE PLUS |
WFC Wells Fargo & Company | $3,294,615 | $100,150 ▲ | 3.1% | 41,121 | 0.8% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $3,229,031 | $45,812 ▲ | 1.4% | 59,841 | 0.7% | ETF |
HON Honeywell International | $2,817,615 | $141,591 ▲ | 5.3% | 12,099 | 0.6% | Multi-Sector Conglomerates |
AVDE Avantis International Equity ETF | $2,764,856 | $192,430 ▼ | -6.5% | 37,357 | 0.6% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $2,731,847 | $73,436 ▲ | 2.8% | 53,903 | 0.6% | ETF |
V Visa | $2,700,391 | $107,220 ▼ | -3.8% | 7,606 | 0.6% | Business Services |
MCD McDonald's | $2,669,817 | $584 ▲ | 0.0% | 9,137 | 0.6% | Retail/Wholesale |
XLP Consumer Staples Select Sector SPDR Fund | $2,644,144 | $2,267 ▼ | -0.1% | 32,655 | 0.6% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $2,468,331 | $15,115 ▲ | 0.6% | 82,305 | 0.6% | ETF |
NVDA NVIDIA | $2,451,085 | $105,223 ▼ | -4.1% | 15,514 | 0.6% | Computer and Technology |
PWFL PowerFleet | $2,439,460 | $344,800 ▲ | 16.5% | 566,000 | 0.6% | Transportation |
SBUX Starbucks | $2,229,422 | $6,414 ▲ | 0.3% | 24,330 | 0.5% | Retail/Wholesale |
WY Weyerhaeuser | $2,228,425 | $101,117 ▲ | 4.8% | 86,742 | 0.5% | Construction |
DFIC Dimensional International Core Equity 2 ETF | $2,206,757 | $97,592 ▲ | 4.6% | 70,979 | 0.5% | ETF |
DISV Dimensional International Small Cap Value ETF | $2,072,651 | $13,987 ▼ | -0.7% | 62,979 | 0.5% | ETF |
JNJ Johnson & Johnson | $1,999,119 | $81,877 ▼ | -3.9% | 13,087 | 0.5% | Medical |
PG Procter & Gamble | $1,825,170 | $2,231 ▲ | 0.1% | 11,455 | 0.4% | Consumer Staples |
HD Home Depot | $1,644,861 | | 0.0% | 4,486 | 0.4% | Retail/Wholesale |
IEUR iShares Core MSCI Europe ETF | $1,624,040 | $26,613 ▲ | 1.7% | 24,532 | 0.4% | ETF |
IGR CBRE Global Real Estate Income Fund | $1,544,265 | $122,977 ▲ | 8.7% | 291,921 | 0.4% | Financial Services |
JEPI JPMorgan Equity Premium Income ETF | $1,508,970 | $53,325 ▲ | 3.7% | 26,543 | 0.3% | ETF |
LAND Gladstone Land | $1,472,115 | $14,360 ▼ | -1.0% | 144,750 | 0.3% | Finance |
DIS Walt Disney | $1,465,800 | $7,937 ▼ | -0.5% | 11,820 | 0.3% | Consumer Discretionary |
ALSN Allison Transmission | $1,422,190 | $475 ▲ | 0.0% | 14,972 | 0.3% | Auto/Tires/Trucks |
VNQ Vanguard Real Estate ETF | $1,421,136 | $51,655 ▲ | 3.8% | 15,957 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,388,044 | $21,671 ▲ | 1.6% | 23,122 | 0.3% | ETF |
ORCL Oracle | $1,326,622 | $11,800 ▲ | 0.9% | 6,071 | 0.3% | Computer and Technology |
DSL DoubleLine Income Solutions Fund | $1,326,159 | $75,509 ▲ | 6.0% | 108,346 | 0.3% | Financial Services |
SNBR Sleep Number | $1,269,015 | $1,411,215 ▼ | -52.7% | 187,863 | 0.3% | Consumer Discretionary |
SPY SPDR S&P 500 ETF Trust | $1,086,578 | $11,125 ▲ | 1.0% | 1,758 | 0.2% | Finance |
SPROTT PHYSICAL SILVER TR
| $1,086,414 | $12,018 ▲ | 1.1% | 88,774 | 0.2% | TR UNIT |
FRA BlackRock Floating Rate Income Strategies Fund | $1,083,618 | $30,419 ▲ | 2.9% | 82,467 | 0.2% | Financial Services |
SPAB SPDR Portfolio Aggregate Bond ETF | $1,061,302 | $437,838 ▼ | -29.2% | 41,457 | 0.2% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $1,058,219 | $36,777 ▼ | -3.4% | 26,961 | 0.2% | ETF |
DLY DoubleLine Yield Opportunities Fund | $1,050,116 | $25,537 ▲ | 2.5% | 67,358 | 0.2% | |
PALANTIR TECHNOLOGIES INC
| $1,000,180 | $2,774,112 ▼ | -73.5% | 7,337 | 0.2% | CL A |
IVV iShares Core S&P 500 ETF | $988,938 | $33,544 ▲ | 3.5% | 1,592 | 0.2% | ETF |
WINA Winmark | $981,786 | | 0.0% | 2,600 | 0.2% | Retail/Wholesale |
COF Capital One Financial | $957,633 | $247,865 ▲ | 34.9% | 4,501 | 0.2% | Finance |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $944,006 | $40,561 ▼ | -4.1% | 32,141 | 0.2% | ETF |
CVX Chevron | $942,644 | $27,780 ▲ | 3.0% | 6,583 | 0.2% | Energy |
CELH Celsius | $929,795 | $954,846 ▼ | -50.7% | 20,043 | 0.2% | Consumer Staples |
AZO AutoZone | $928,058 | $14,849 ▼ | -1.6% | 250 | 0.2% | Retail/Wholesale |
GS The Goldman Sachs Group | $913,705 | $1,415 ▲ | 0.2% | 1,291 | 0.2% | Finance |
AVEM Avantis Emerging Markets Equity ETF | $897,958 | $18,575 ▼ | -2.0% | 13,101 | 0.2% | ETF |
FDX FedEx | $891,642 | $11,140 ▲ | 1.3% | 3,922 | 0.2% | Transportation |
ABRDN ASIA PACIFIC INCOME FU
| $888,289 | $151,765 ▲ | 20.6% | 55,797 | 0.2% | COM NEW |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $866,974 | $2,296 ▲ | 0.3% | 6,420 | 0.2% | ETF |
PCAR PACCAR | $862,289 | $4,658 ▲ | 0.5% | 9,071 | 0.2% | Auto/Tires/Trucks |
BA Boeing | $852,146 | $8,383 ▲ | 1.0% | 4,066 | 0.2% | Aerospace |
VOO Vanguard S&P 500 ETF | $847,602 | $330,633 ▲ | 64.0% | 1,492 | 0.2% | ETF |
MA Mastercard | $845,893 | $5,058 ▼ | -0.6% | 1,505 | 0.2% | Business Services |
KKR KKR & Co. Inc. | $834,610 | | 0.0% | 6,273 | 0.2% | Finance |
DFSI Dimensional International Sustainability Core 1 ETF | $830,290 | | 0.0% | 21,068 | 0.2% | ETF |
ARM HOLDINGS PLC
| $827,087 | $13,761 ▼ | -1.6% | 5,109 | 0.2% | SPONSORED ADS |
SEZZLE INC
| $824,550 | $824,550 ▲ | New Holding | 4,600 | 0.2% | COM |
EPD Enterprise Products Partners | $804,678 | | 0.0% | 25,949 | 0.2% | Energy |
AVIG Avantis Core Fixed Income ETF | $798,015 | $28,761 ▲ | 3.7% | 19,173 | 0.2% | ETF |
CVS CVS Health | $797,529 | $120,930 ▲ | 17.9% | 11,561 | 0.2% | Medical |
AMT American Tower | $773,457 | $5,525 ▼ | -0.7% | 3,500 | 0.2% | Finance |
TPX Tempur Sealy International | $697,513 | $68,050 ▼ | -8.9% | 10,250 | 0.2% | Retail/Wholesale |
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | $689,912 | $29,844 ▲ | 4.5% | 19,650 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $669,843 | $19,764 ▼ | -2.9% | 2,203 | 0.2% | ETF |
IYZ iShares U.S. Telecommunications ETF | $637,739 | $39,250 ▼ | -5.8% | 21,415 | 0.1% | ETF |
IHI iShares U.S. Medical Devices ETF | $627,277 | | 0.0% | 10,014 | 0.1% | ETF |
GIS General Mills | $617,990 | $24,195 ▲ | 4.1% | 11,928 | 0.1% | Consumer Staples |
LSAK Lesaka Technologies | $594,965 | $594,965 ▲ | New Holding | 132,509 | 0.1% | Business Services |
VZ Verizon Communications | $588,780 | $12,592 ▲ | 2.2% | 13,607 | 0.1% | Computer and Technology |
