BRK.B Berkshire Hathaway | $24,544,156 | $267,369 ▼ | -1.1% | 53,427 | 10.1% | Finance |
VOO Vanguard S&P 500 ETF | $19,138,135 | $2,330,727 ▲ | 13.9% | 36,269 | 7.9% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $13,987,832 | $217,556 ▲ | 1.6% | 144,279 | 5.8% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $13,806,316 | $318,103 ▼ | -2.3% | 137,107 | 5.7% | ETF |
VUG Vanguard Growth ETF | $9,301,632 | $178,147 ▲ | 2.0% | 24,227 | 3.8% | ETF |
VO Vanguard Mid-Cap ETF | $7,868,291 | $627,395 ▲ | 8.7% | 29,823 | 3.2% | ETF |
EES WisdomTree U.S. SmallCap Fund | $7,376,680 | $56,917 ▼ | -0.8% | 139,842 | 3.0% | Finance |
VIGI Vanguard International Dividend Appreciation ETF | $6,379,855 | $6,260,765 ▲ | 5,257.2% | 72,268 | 2.6% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $5,583,924 | $262,274 ▲ | 4.9% | 144,924 | 2.3% | ETF |
AXP American Express | $5,531,192 | | 0.0% | 20,427 | 2.3% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $5,522,869 | $115,872 ▼ | -2.1% | 60,485 | 2.3% | ETF |
SCHF Schwab International Equity ETF | $5,324,268 | $530,243 ▲ | 11.1% | 129,481 | 2.2% | ETF |
QVAL Alpha Architect U.S. Quantitative Value ETF | $5,231,733 | $12,867 ▲ | 0.2% | 113,439 | 2.2% | ETF |
BN Brookfield | $4,449,374 | $5,366 ▲ | 0.1% | 83,754 | 1.8% | Finance |
VBR Vanguard Small-Cap Value ETF | $4,263,261 | $4,022,922 ▲ | 1,673.9% | 21,233 | 1.8% | ETF |
VTI Vanguard Total Stock Market ETF | $4,202,661 | $3,891,185 ▲ | 1,249.3% | 14,842 | 1.7% | ETF |
DUOLINGO INC
| $4,027,528 | | 0.0% | 14,281 | 1.7% | CL A COM |
VB Vanguard Small-Cap ETF | $3,305,299 | $354,868 ▲ | 12.0% | 13,934 | 1.4% | ETF |
HTRB Hartford Total Return Bond ETF | $3,268,982 | $10,803 ▲ | 0.3% | 93,506 | 1.3% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,740,839 | $56,478 ▲ | 2.1% | 44,065 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $2,635,328 | $33,453 ▼ | -1.3% | 4,569 | 1.1% | ETF |
AMZN Amazon.com | $2,551,050 | $13,058 ▲ | 0.5% | 13,675 | 1.1% | Retail/Wholesale |
DLS WisdomTree International SmallCap Dividend Fund | $2,488,148 | $14,777 ▼ | -0.6% | 36,034 | 1.0% | Finance |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $2,448,292 | $483,333 ▲ | 24.6% | 48,385 | 1.0% | ETF |
MKL Markel Group | $2,272,739 | | 0.0% | 1,454 | 0.9% | Multi-Sector Conglomerates |
JMST JPMorgan Ultra-Short Municipal ETF | $2,262,822 | $153 ▲ | 0.0% | 44,447 | 0.9% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,166,114 | $130,196 ▲ | 6.4% | 52,474 | 0.9% | ETF |
V Visa | $2,153,675 | $49,041 ▼ | -2.2% | 7,817 | 0.9% | Business Services |
ADP Automatic Data Processing | $2,145,812 | $1,132 ▲ | 0.1% | 7,583 | 0.9% | Business Services |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,126,855 | $15,997 ▼ | -0.7% | 16,885 | 0.9% | ETF |
BND Vanguard Total Bond Market ETF | $1,979,885 | $10,966 ▼ | -0.6% | 26,360 | 0.8% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,806,822 | $19,472 ▲ | 1.1% | 16,702 | 0.7% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $1,731,545 | $47,970 ▲ | 2.8% | 27,758 | 0.7% | ETF |
GOOGL Alphabet | $1,712,616 | | 0.0% | 10,328 | 0.7% | Computer and Technology |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $1,531,899 | $197 ▲ | 0.0% | 54,419 | 0.6% | ETF |
JNJ Johnson & Johnson | $1,485,335 | $2,740 ▲ | 0.2% | 9,217 | 0.6% | Medical |
SPBO SPDR Portfolio Corporate Bond ETF | $1,428,652 | $317,869 ▲ | 28.6% | 47,574 | 0.6% | ETF |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $1,370,133 | $11,223 ▼ | -0.8% | 21,852 | 0.6% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,365,474 | $239,550 ▲ | 21.3% | 50,720 | 0.6% | ETF |
VT Vanguard Total World Stock ETF | $1,347,104 | $1,317,179 ▲ | 4,401.6% | 11,254 | 0.6% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,226,476 | $9,587 ▲ | 0.8% | 15,991 | 0.5% | ETF |
MOTI VanEck Morningstar International Moat ETF | $1,218,933 | $207,816 ▼ | -14.6% | 34,782 | 0.5% | ETF |
VXUS Vanguard Total International Stock ETF | $1,151,012 | $68,106 ▲ | 6.3% | 17,779 | 0.5% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,093,170 | $164,483 ▲ | 17.7% | 23,155 | 0.5% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,013,710 | $17,015 ▲ | 1.7% | 26,989 | 0.4% | ETF |
DUSA Davis Select U.S. Equity ETF | $978,188 | $38,387 ▲ | 4.1% | 23,469 | 0.4% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $973,242 | $13,389 ▲ | 1.4% | 27,477 | 0.4% | ETF |
GOOG Alphabet | $972,778 | | 0.0% | 5,940 | 0.4% | Computer and Technology |
DFSV Dimensional US Small Cap Value ETF | $954,191 | $77,957 ▲ | 8.9% | 31,114 | 0.4% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $953,006 | $6,486 ▲ | 0.7% | 11,461 | 0.4% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $906,660 | $3,116 ▲ | 0.3% | 14,548 | 0.4% | ETF |
DINT Davis Select International ETF | $871,975 | | 0.0% | 36,309 | 0.4% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $857,675 | $10,746 ▼ | -1.2% | 4,230 | 0.4% | ETF |
VTV Vanguard Value ETF | $825,716 | $59,354 ▲ | 7.7% | 4,730 | 0.3% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $779,133 | $13,855 ▼ | -1.7% | 14,509 | 0.3% | Finance |
COKE Coca-Cola Consolidated | $760,857 | | 0.0% | 11,000 | 0.3% | Consumer Staples |
VYM Vanguard High Dividend Yield ETF | $751,477 | $116,016 ▲ | 18.3% | 5,862 | 0.3% | ETF |
PNC The PNC Financial Services Group | $746,234 | $732,368 ▲ | 5,281.6% | 4,090 | 0.3% | Finance |
CSWI CSW Industrials | $742,987 | | 0.0% | 2,000 | 0.3% | Basic Materials |
BAM Brookfield Asset Management | $729,117 | $144,376 ▲ | 24.7% | 15,418 | 0.3% | Finance |
ANSS ANSYS | $717,822 | | 0.0% | 2,252 | 0.3% | Computer and Technology |
PPG PPG Industries | $711,575 | $104,776 ▼ | -12.8% | 5,372 | 0.3% | Basic Materials |
AMT American Tower | $710,591 | | 0.0% | 3,135 | 0.3% | Finance |
VIG Vanguard Dividend Appreciation ETF | $699,861 | $792 ▲ | 0.1% | 3,534 | 0.3% | ETF |
WTM White Mountains Insurance Group | $687,893 | | 0.0% | 380 | 0.3% | Finance |
1/100 BERKSHIRE HTWY CLASS A
| $680,163 | | 0.0% | 100 | 0.3% | CL A |
XLF Financial Select Sector SPDR Fund | $670,982 | $181 ▲ | 0.0% | 14,805 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $616,334 | $59,294 ▲ | 10.6% | 5,270 | 0.3% | ETF |
CFRUY Compagnie Financière Richemont | $590,576 | | 0.0% | 38,600 | 0.2% | Retail/Wholesale |
BAM Brookfield Asset Management | $590,058 | | 0.0% | 12,365 | 0.2% | Finance |
DEO Diageo | $553,685 | $56,140 ▲ | 11.3% | 3,945 | 0.2% | Consumer Staples |
VYMI Vanguard International High Dividend Yield ETF | $531,469 | $1,175 ▲ | 0.2% | 7,239 | 0.2% | ETF |
ROST Ross Stores | $508,536 | | 0.0% | 3,600 | 0.2% | Retail/Wholesale |
DIMENSIONAL ETF TRUST
| $507,733 | $104,448 ▲ | 25.9% | 8,016 | 0.2% | US CORE EQUITY 1 |
JPST JPMorgan Ultra-Short Income ETF | $484,058 | $1,370 ▲ | 0.3% | 9,540 | 0.2% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $482,008 | $8,372 ▲ | 1.8% | 4,030 | 0.2% | ETF |
DGEAF Diageo | $463,895 | | 0.0% | 3,460 | 0.2% | Consumer Defensive |
NSRGY Nestlé | $452,446 | | 0.0% | 4,640 | 0.2% | Consumer Staples |
BKNG Booking | $433,993 | $12,765 ▼ | -2.9% | 102 | 0.2% | Retail/Wholesale |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $426,470 | | 0.0% | 9,822 | 0.2% | ETF |
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | $426,442 | $33,533 ▼ | -7.3% | 20,093 | 0.2% | ETF |
MCO Moody's | $424,046 | | 0.0% | 900 | 0.2% | Finance |
DFSD Dimensional Short-Duration Fixed Income ETF | $423,358 | $105,028 ▲ | 33.0% | 8,868 | 0.2% | ETF |
AAPL Apple | $419,400 | $9,553 ▼ | -2.2% | 1,800 | 0.2% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $397,421 | $26,364 ▼ | -6.2% | 8,306 | 0.2% | ETF |
DFCF Dimensional Core Fixed Income ETF | $392,165 | $43,622 ▲ | 12.5% | 9,080 | 0.2% | ETF |
CSGP CoStar Group | $390,376 | | 0.0% | 5,230 | 0.2% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $356,761 | $356,761 ▲ | New Holding | 2,840 | 0.1% | ETF |
PFE Pfizer | $353,280 | | 0.0% | 12,000 | 0.1% | Medical |
IVOO Vanguard S&P Mid-Cap 400 ETF | $347,785 | $845 ▲ | 0.2% | 3,292 | 0.1% | ETF |
ROUS Hartford Multifactor US Equity ETF | $328,325 | $259 ▼ | -0.1% | 6,331 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $326,255 | $14,185 ▲ | 4.5% | 1,150 | 0.1% | ETF |
WFC Wells Fargo & Company | $309,283 | $218,899 ▲ | 242.2% | 5,475 | 0.1% | Finance |
CWB SPDR Bloomberg Convertible Securities ETF | $308,505 | | 0.0% | 4,028 | 0.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $306,349 | | 0.0% | 7,348 | 0.1% | ETF |
DIS Walt Disney | $305,403 | | 0.0% | 3,175 | 0.1% | Consumer Discretionary |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $304,260 | | 0.0% | 3,000 | 0.1% | ETF |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $301,437 | | 0.0% | 6,133 | 0.1% | ETF |
MA Mastercard | $298,806 | $37,289 ▼ | -11.1% | 601 | 0.1% | Business Services |
IAU iShares Gold Trust | $284,036 | | 0.0% | 5,715 | 0.1% | Finance |
