BRK.B Berkshire Hathaway | $23,593,889 | $649,336 ▼ | -2.7% | 51,996 | 9.8% | Finance |
VOO Vanguard S&P 500 ETF | $20,928,677 | $1,386,373 ▲ | 7.1% | 38,842 | 8.7% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $14,481,790 | $1,103,520 ▲ | 8.2% | 156,180 | 6.0% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $12,581,158 | $1,175,091 ▼ | -8.5% | 125,395 | 5.2% | ETF |
VUG Vanguard Growth ETF | $9,937,310 | $6,567 ▼ | -0.1% | 24,211 | 4.1% | ETF |
VO Vanguard Mid-Cap ETF | $8,386,105 | $508,977 ▲ | 6.5% | 31,750 | 3.5% | ETF |
EES WisdomTree U.S. SmallCap Fund | $7,405,067 | $138,033 ▼ | -1.8% | 137,283 | 3.1% | Finance |
AXP American Express | $6,223,778 | | 0.0% | 20,427 | 2.6% | Finance |
VIGI Vanguard International Dividend Appreciation ETF | $5,824,741 | $5,736,112 ▲ | 6,472.0% | 72,818 | 2.4% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $5,530,657 | $160,178 ▲ | 3.0% | 62,289 | 2.3% | ETF |
QVAL Alpha Architect U.S. Quantitative Value ETF | $5,114,258 | $44,911 ▲ | 0.9% | 114,444 | 2.1% | ETF |
VTI Vanguard Total Stock Market ETF | $5,022,987 | $4,689,705 ▲ | 1,407.1% | 17,332 | 2.1% | ETF |
SCHF Schwab International Equity ETF | $4,867,802 | $2,472,400 ▲ | 103.2% | 263,124 | 2.0% | ETF |
BN Brookfield | $4,713,294 | $91,794 ▼ | -1.9% | 82,154 | 2.0% | Finance |
SCHC Schwab International Small-Cap Equity ETF | $4,630,265 | $344,983 ▼ | -6.9% | 134,875 | 1.9% | ETF |
VBR Vanguard Small-Cap Value ETF | $4,215,968 | $3,977,553 ▲ | 1,668.3% | 21,273 | 1.8% | ETF |
VB Vanguard Small-Cap ETF | $3,489,609 | $141,526 ▲ | 4.2% | 14,523 | 1.5% | ETF |
HTRB Hartford Total Return Bond ETF | $3,235,054 | $118,489 ▲ | 3.8% | 97,061 | 1.3% | ETF |
DFUS Dimensional U.S. Equity ETF | $3,094,762 | $285,602 ▲ | 10.2% | 48,545 | 1.3% | ETF |
AMZN Amazon.com | $3,016,185 | $6,602 ▲ | 0.2% | 13,705 | 1.3% | Retail/Wholesale |
IVV iShares Core S&P 500 ETF | $2,746,843 | $57,103 ▲ | 2.1% | 4,666 | 1.1% | ETF |
MKL Markel Group | $2,536,866 | $17,328 ▲ | 0.7% | 1,464 | 1.1% | Multi-Sector Conglomerates |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $2,524,672 | $1,349,403 ▲ | 114.8% | 103,939 | 1.1% | ETF |
V Visa | $2,469,767 | | 0.0% | 7,817 | 1.0% | Business Services |
ADP Automatic Data Processing | $2,218,613 | | 0.0% | 7,583 | 0.9% | Business Services |
JMST JPMorgan Ultra-Short Municipal ETF | $2,171,036 | $83,439 ▼ | -3.7% | 42,802 | 0.9% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,042,072 | $28,662 ▲ | 1.4% | 53,221 | 0.9% | ETF |
DLS WisdomTree International SmallCap Dividend Fund | $1,993,564 | $274,777 ▼ | -12.1% | 31,669 | 0.8% | Finance |
GOOGL Alphabet | $1,955,694 | $189 ▲ | 0.0% | 10,329 | 0.8% | Computer and Technology |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $1,928,229 | $4,808 ▼ | -0.2% | 16,843 | 0.8% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $1,926,005 | $154,924 ▲ | 8.7% | 18,163 | 0.8% | ETF |
BND Vanguard Total Bond Market ETF | $1,897,645 | $2,085 ▲ | 0.1% | 26,389 | 0.8% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $1,578,835 | $48,060 ▼ | -3.0% | 26,938 | 0.7% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $1,511,097 | $85,852 ▲ | 6.0% | 57,697 | 0.6% | ETF |
SPBO SPDR Portfolio Corporate Bond ETF | $1,446,651 | $84,144 ▲ | 6.2% | 50,512 | 0.6% | ETF |
JNJ Johnson & Johnson | $1,333,911 | | 0.0% | 9,217 | 0.6% | Medical |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,317,128 | $56,542 ▲ | 4.5% | 52,995 | 0.5% | ETF |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $1,243,936 | $23,254 ▼ | -1.8% | 21,451 | 0.5% | ETF |
VT Vanguard Total World Stock ETF | $1,173,508 | $1,144,138 ▲ | 3,895.6% | 9,989 | 0.5% | ETF |
GOOG Alphabet | $1,158,700 | | 0.0% | 5,940 | 0.5% | Computer and Technology |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,145,330 | $14,637 ▲ | 1.3% | 16,198 | 0.5% | ETF |
VXUS Vanguard Total International Stock ETF | $1,079,657 | $31,940 ▲ | 3.0% | 18,321 | 0.4% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,055,672 | $5,804 ▲ | 0.6% | 23,283 | 0.4% | ETF |
MOTI VanEck Morningstar International Moat ETF | $1,053,397 | $333 ▼ | 0.0% | 34,771 | 0.4% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $1,008,871 | $924,429 ▲ | 1,094.8% | 12,306 | 0.4% | Manufacturing |
DFSV Dimensional US Small Cap Value ETF | $999,244 | $37,108 ▲ | 3.9% | 32,314 | 0.4% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $986,381 | $65,256 ▲ | 7.1% | 28,901 | 0.4% | ETF |
DUSA Davis Select U.S. Equity ETF | $978,005 | $10,275 ▼ | -1.0% | 23,225 | 0.4% | ETF |
VTV Vanguard Value ETF | $966,703 | $165,914 ▲ | 20.7% | 5,710 | 0.4% | ETF |
HEFA iShares Currency Hedged MSCI EAFE ETF | $933,030 | $21,788 ▼ | -2.3% | 26,850 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $909,434 | $2,929 ▲ | 0.3% | 14,595 | 0.4% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $875,272 | | 0.0% | 4,230 | 0.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $852,856 | $104,884 ▲ | 14.0% | 6,684 | 0.4% | ETF |
DINT Davis Select International ETF | $849,631 | $56,652 ▲ | 7.1% | 38,903 | 0.4% | ETF |
BAM Brookfield Asset Management | $835,501 | $165,442 ▲ | 24.7% | 15,418 | 0.3% | Finance |
DIMENSIONAL ETF TRUST
| $804,887 | $290,581 ▲ | 56.5% | 12,545 | 0.3% | US CORE EQUITY 1 |
DFSD Dimensional Short-Duration Fixed Income ETF | $792,178 | $376,446 ▲ | 90.6% | 16,898 | 0.3% | ETF |
ANSS ANSYS | $776,426 | $16,204 ▲ | 2.1% | 2,300 | 0.3% | Computer and Technology |
PNC The PNC Financial Services Group | $749,042 | $733,942 ▲ | 4,860.5% | 3,770 | 0.3% | Finance |
CSWI CSW Industrials | $749,020 | | 0.0% | 2,000 | 0.3% | Basic Materials |
VTEB Vanguard Tax-Exempt Bond ETF | $734,254 | $471,222 ▲ | 179.1% | 14,647 | 0.3% | ETF |
XLF Financial Select Sector SPDR Fund | $715,781 | $242 ▲ | 0.0% | 14,810 | 0.3% | ETF |
WTM White Mountains Insurance Group | $711,972 | | 0.0% | 380 | 0.3% | Finance |
VIG Vanguard Dividend Appreciation ETF | $701,107 | $9,009 ▲ | 1.3% | 3,580 | 0.3% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $686,054 | $23,726 ▼ | -3.3% | 14,024 | 0.3% | Finance |
1/100 BERKSHIRE HTWY CLASS A
| $685,185 | | 0.0% | 100 | 0.3% | CL A |
COKE Coca-Cola Consolidated | $681,285 | | 0.0% | 11,000 | 0.3% | Consumer Staples |
BAM Brookfield Asset Management | $669,317 | | 0.0% | 12,365 | 0.3% | Finance |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $641,600 | $340,850 ▲ | 113.3% | 6,400 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $608,204 | $1,037 ▲ | 0.2% | 5,279 | 0.3% | ETF |
CFRUY Compagnie Financière Richemont | $588,650 | | 0.0% | 38,600 | 0.2% | Retail/Wholesale |
DFCF Dimensional Core Fixed Income ETF | $544,723 | $169,991 ▲ | 45.4% | 13,199 | 0.2% | ETF |
AMT American Tower | $523,456 | $50,332 ▼ | -8.8% | 2,860 | 0.2% | Finance |
ROST Ross Stores | $504,696 | $29,688 ▼ | -5.6% | 3,400 | 0.2% | Retail/Wholesale |
AAPL Apple | $500,840 | $50,084 ▲ | 11.1% | 2,000 | 0.2% | Computer and Technology |
BKNG Booking | $499,511 | | 0.0% | 102 | 0.2% | Retail/Wholesale |
JPST JPMorgan Ultra-Short Income ETF | $498,893 | $18,384 ▲ | 3.8% | 9,905 | 0.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $492,950 | $1,561 ▲ | 0.3% | 7,262 | 0.2% | ETF |
DEO Diageo | $485,041 | $16,528 ▼ | -3.3% | 3,815 | 0.2% | Consumer Staples |
IEI iShares 3-7 Year Treasury Bond ETF | $465,667 | | 0.0% | 4,030 | 0.2% | ETF |
MCO Moody's | $424,352 | | 0.0% | 900 | 0.2% | Finance |
DGEAF Diageo | $401,983 | | 0.0% | 3,460 | 0.2% | Consumer Defensive |
CSGP CoStar Group | $388,717 | $7,293 ▲ | 1.9% | 5,330 | 0.2% | Computer and Technology |
WFC Wells Fargo & Company | $384,564 | $272,180 ▲ | 242.2% | 5,475 | 0.2% | Finance |
VTI Vanguard Total Stock Market ETF | $381,198 | $43,984 ▲ | 13.0% | 1,300 | 0.2% | ETF |
NSRGY Nestlé | $377,383 | $2,424 ▲ | 0.6% | 4,670 | 0.2% | Consumer Staples |
VZ Verizon Communications | $375,666 | $328,518 ▲ | 696.8% | 9,394 | 0.2% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $368,168 | $2,378 ▲ | 0.7% | 8,360 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $365,281 | | 0.0% | 2,840 | 0.2% | ETF |
DIS Walt Disney | $353,536 | | 0.0% | 3,175 | 0.1% | Consumer Discretionary |
IVOO Vanguard S&P Mid-Cap 400 ETF | $349,125 | $1,794 ▲ | 0.5% | 3,309 | 0.1% | ETF |
ROUS Hartford Multifactor US Equity ETF | $320,575 | $1,629 ▼ | -0.5% | 6,299 | 0.1% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $313,741 | | 0.0% | 4,028 | 0.1% | ETF |
MA Mastercard | $311,731 | | 0.0% | 601 | 0.1% | Business Services |
DFUV Dimensional US Marketwide Value ETF | $300,691 | | 0.0% | 7,348 | 0.1% | ETF |
PFE Pfizer | $295,643 | $20,412 ▼ | -6.5% | 11,225 | 0.1% | Medical |
IAU iShares Gold Trust | $288,396 | $5,446 ▲ | 1.9% | 5,825 | 0.1% | Finance |
DKS DICK'S Sporting Goods | $286,050 | | 0.0% | 1,250 | 0.1% | Retail/Wholesale |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $285,419 | $1,544 ▼ | -0.5% | 6,100 | 0.1% | ETF |
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | $280,831 | $101,235 ▼ | -26.5% | 14,769 | 0.1% | ETF |