BRK.B Berkshire Hathaway | $54,146,243 | $905,656 ▲ | 1.7% | 119,454 | 13.3% | Finance |
AAPL Apple | $36,389,496 | $712,199 ▼ | -1.9% | 145,313 | 8.9% | Computer and Technology |
DFAU Dimensional US Core Equity Market ETF | $22,052,016 | $728,376 ▲ | 3.4% | 544,628 | 5.4% | ETF |
DGRO iShares Core Dividend Growth ETF | $18,723,764 | $415,089 ▲ | 2.3% | 305,245 | 4.6% | ETF |
SPROTT PHYSICAL GOLD TR
| $16,893,613 | $460,521 ▲ | 2.8% | 838,809 | 4.1% | UNIT |
GOOGL Alphabet | $13,773,323 | $103,358 ▼ | -0.7% | 72,759 | 3.4% | Computer and Technology |
DVY iShares Select Dividend ETF | $13,602,985 | $523,848 ▲ | 4.0% | 103,610 | 3.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $10,853,790 | $372,972 ▲ | 3.6% | 371,705 | 2.7% | ETF |
VGK Vanguard FTSE Europe ETF | $8,541,449 | $250,517 ▲ | 3.0% | 134,574 | 2.1% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $7,538,787 | $306,100 ▲ | 4.2% | 78,097 | 1.9% | ETF |
KARO Karooooo | $7,129,891 | $787,690 ▼ | -9.9% | 157,915 | 1.8% | Computer and Technology |
UNH UnitedHealth Group | $6,260,499 | $161,888 ▼ | -2.5% | 12,375 | 1.5% | Medical |
MSFT Microsoft | $6,178,164 | $330,047 ▼ | -5.1% | 14,657 | 1.5% | Computer and Technology |
GOOG Alphabet | $5,865,362 | $4,190 ▲ | 0.1% | 30,799 | 1.4% | Computer and Technology |
AVES Avantis Emerging Markets Value ETF | $5,810,488 | $144,144 ▲ | 2.5% | 125,768 | 1.4% | ETF |
NIE Virtus Equity & Convertible Income Fund | $5,449,274 | $216,244 ▲ | 4.1% | 220,976 | 1.3% | Financial Services |
COWZ Pacer US Cash Cows 100 ETF | $5,377,505 | $320,131 ▲ | 6.3% | 95,210 | 1.3% | ETF |
AVUS Avantis U.S. Equity ETF | $5,004,091 | $176,028 ▼ | -3.4% | 51,625 | 1.2% | ETF |
COST Costco Wholesale | $4,904,335 | $58,647 ▼ | -1.2% | 5,352 | 1.2% | Retail/Wholesale |
VWO Vanguard FTSE Emerging Markets ETF | $4,762,058 | $129,390 ▲ | 2.8% | 108,130 | 1.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $4,599,283 | $72,760 ▲ | 1.6% | 70,671 | 1.1% | ETF |
JPM JPMorgan Chase & Co. | $4,501,035 | $67,359 ▲ | 1.5% | 18,777 | 1.1% | Finance |
VYMI Vanguard International High Dividend Yield ETF | $4,399,545 | $190,269 ▲ | 4.5% | 64,813 | 1.1% | ETF |
AMZN Amazon.com | $4,289,294 | $191,966 ▲ | 4.7% | 19,551 | 1.1% | Retail/Wholesale |
DFAC Dimensional U.S. Core Equity 2 ETF | $4,210,933 | $48,945 ▼ | -1.1% | 121,738 | 1.0% | ETF |
META Meta Platforms | $3,802,896 | $299,196 ▼ | -7.3% | 6,495 | 0.9% | Computer and Technology |
PM Philip Morris International | $3,592,688 | $621,247 ▲ | 20.9% | 29,852 | 0.9% | Consumer Staples |
BRK.A Berkshire Hathaway | $3,404,600 | | 0.0% | 5 | 0.8% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $3,175,149 | $223 ▲ | 0.0% | 57,045 | 0.8% | ETF |
DFCF Dimensional Core Fixed Income ETF | $3,044,096 | $143,538 ▲ | 4.9% | 73,760 | 0.7% | ETF |
PALANTIR TECHNOLOGIES INC
| $2,938,452 | $1,583,163 ▲ | 116.8% | 38,853 | 0.7% | CL A |
DIMENSIONAL ETF TRUST
| $2,769,708 | $196,002 ▲ | 7.6% | 52,426 | 0.7% | GLOBAL CORE PLUS |
WFC Wells Fargo & Company | $2,744,558 | $123,341 ▼ | -4.3% | 39,074 | 0.7% | Finance |
MCD McDonald's | $2,671,023 | $51,026 ▲ | 1.9% | 9,213 | 0.7% | Retail/Wholesale |
AVDE Avantis International Equity ETF | $2,608,831 | $111,450 ▼ | -4.1% | 42,509 | 0.6% | ETF |
HON Honeywell International | $2,595,702 | $153,605 ▼ | -5.6% | 11,491 | 0.6% | Multi-Sector Conglomerates |
JPST JPMorgan Ultra-Short Income ETF | $2,576,269 | $178,363 ▲ | 7.4% | 51,146 | 0.6% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $2,569,277 | $13,050 ▼ | -0.5% | 32,683 | 0.6% | ETF |
V Visa | $2,475,905 | $51,516 ▲ | 2.1% | 7,834 | 0.6% | Business Services |
WY Weyerhaeuser | $2,234,917 | $24,941 ▲ | 1.1% | 79,393 | 0.5% | Construction |
SBUX Starbucks | $2,216,125 | $102,019 ▼ | -4.4% | 24,286 | 0.5% | Retail/Wholesale |
NVDA NVIDIA | $2,115,095 | $18,667 ▼ | -0.9% | 15,750 | 0.5% | Computer and Technology |
SNBR Sleep Number | $2,094,936 | $22,799 ▲ | 1.1% | 137,463 | 0.5% | Consumer Discretionary |
DFEV Dimensional Emerging Markets Value ETF | $2,012,300 | $10,327 ▲ | 0.5% | 76,776 | 0.5% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $2,011,436 | $50,330 ▼ | -2.4% | 80,489 | 0.5% | ETF |
JNJ Johnson & Johnson | $1,982,823 | $15,330 ▼ | -0.8% | 13,710 | 0.5% | Medical |
PG Procter & Gamble | $1,925,096 | $5,533 ▲ | 0.3% | 11,482 | 0.5% | Consumer Staples |
ALSN Allison Transmission | $1,832,373 | $1,081 ▲ | 0.1% | 16,957 | 0.4% | Auto/Tires/Trucks |
TGT Target | $1,737,753 | $57,734 ▲ | 3.4% | 12,702 | 0.4% | Retail/Wholesale |
HD Home Depot | $1,718,947 | $64,961 ▲ | 3.9% | 4,419 | 0.4% | Retail/Wholesale |
LAND Gladstone Land | $1,697,015 | $82,493 ▼ | -4.6% | 156,406 | 0.4% | Finance |
DISV Dimensional International Small Cap Value ETF | $1,609,768 | $186 ▲ | 0.0% | 60,585 | 0.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $1,601,321 | $47,400 ▲ | 3.1% | 61,958 | 0.4% | ETF |
DIS Walt Disney | $1,383,191 | $747,939 ▼ | -35.1% | 12,422 | 0.3% | Consumer Discretionary |
APPLOVIN CORP
| $1,302,120 | $1,302,120 ▲ | New Holding | 4,021 | 0.3% | COM CL A |
IEUR iShares Core MSCI Europe ETF | $1,287,980 | $19,649 ▼ | -1.5% | 23,860 | 0.3% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $1,233,903 | $219,132 ▲ | 21.6% | 21,448 | 0.3% | ETF |
IGR CBRE Global Real Estate Income Fund | $1,203,756 | $58,850 ▲ | 5.1% | 250,261 | 0.3% | Financial Services |
VNQ Vanguard Real Estate ETF | $1,200,028 | $203,553 ▲ | 20.4% | 13,471 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,141,916 | $76,869 ▲ | 7.2% | 21,867 | 0.3% | ETF |
DSL DoubleLine Income Solutions Fund | $1,131,419 | $139,113 ▲ | 14.0% | 90,009 | 0.3% | Financial Services |
BKNG Booking | $1,098,021 | $44,716 ▼ | -3.9% | 221 | 0.3% | Retail/Wholesale |
PANW Palo Alto Networks | $1,085,027 | $605,199 ▲ | 126.1% | 5,963 | 0.3% | Computer and Technology |
FDX FedEx | $1,075,412 | $281 ▲ | 0.0% | 3,822 | 0.3% | Transportation |
ORCL Oracle | $1,052,952 | $1,833 ▼ | -0.2% | 6,318 | 0.3% | Computer and Technology |
DFSU Dimensional US Sustainability Core 1 ETF | $1,051,005 | $25,317 ▼ | -2.4% | 27,731 | 0.3% | ETF |
WINA Winmark | $1,021,982 | | 0.0% | 2,600 | 0.3% | Retail/Wholesale |
FRA BlackRock Floating Rate Income Strategies Fund | $1,017,969 | $8,828 ▲ | 0.9% | 74,034 | 0.2% | Financial Services |
DLY DoubleLine Yield Opportunities Fund | $984,821 | $199,570 ▲ | 25.4% | 62,212 | 0.2% | -- |
PCAR PACCAR | $938,468 | $938,468 ▲ | New Holding | 9,022 | 0.2% | Auto/Tires/Trucks |
KKR KKR & Co. Inc. | $927,882 | $21,300 ▼ | -2.2% | 6,273 | 0.2% | Finance |
IVV iShares Core S&P 500 ETF | $854,000 | $85,989 ▲ | 11.2% | 1,450 | 0.2% | ETF |
SPROTT PHYSICAL SILVER TR
| $847,193 | $9,650 ▲ | 1.2% | 87,792 | 0.2% | TR UNIT |
SPY SPDR S&P 500 ETF Trust | $836,127 | $37,526 ▲ | 4.7% | 1,426 | 0.2% | Finance |
AZO AutoZone | $822,914 | | 0.0% | 257 | 0.2% | Retail/Wholesale |
EPD Enterprise Products Partners | $813,761 | | 0.0% | 25,949 | 0.2% | Oils/Energy |
CVX Chevron | $813,011 | $181,055 ▲ | 28.7% | 5,613 | 0.2% | Oils/Energy |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $807,161 | $1,029 ▲ | 0.1% | 6,275 | 0.2% | ETF |
MA Mastercard | $795,283 | $45,821 ▲ | 6.1% | 1,510 | 0.2% | Business Services |
AVEM Avantis Emerging Markets Equity ETF | $794,207 | $4,938 ▼ | -0.6% | 13,509 | 0.2% | ETF |
NVO Novo Nordisk A/S | $767,384 | $46,451 ▼ | -5.7% | 8,921 | 0.2% | Medical |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $763,300 | $3,729 ▼ | -0.5% | 30,703 | 0.2% | ETF |
AVIG Avantis Core Fixed Income ETF | $745,217 | $42,965 ▲ | 6.1% | 18,368 | 0.2% | ETF |
GS The Goldman Sachs Group | $734,671 | $186,674 ▲ | 34.1% | 1,283 | 0.2% | Finance |
GIS General Mills | $730,868 | $141,569 ▲ | 24.0% | 11,461 | 0.2% | Consumer Staples |
MOO VanEck Agribusiness ETF | $718,237 | $3,226 ▼ | -0.4% | 11,132 | 0.2% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $712,648 | | 0.0% | 21,694 | 0.2% | ETF |
TPX Tempur Sealy International | $694,453 | $48,187 ▼ | -6.5% | 12,250 | 0.2% | Retail/Wholesale |
ABRDN ASIA PACIFIC INCOME FU
| $664,590 | $45,898 ▼ | -6.5% | 45,148 | 0.2% | COM NEW |
APO Apollo Global Management | $660,640 | $71,514 ▼ | -9.8% | 4,000 | 0.2% | Finance |
VTI Vanguard Total Stock Market ETF | $657,562 | | 0.0% | 2,268 | 0.2% | ETF |
ARM HOLDINGS PLC
| $645,049 | $19,121 ▲ | 3.1% | 5,229 | 0.2% | SPONSORED ADS |
BA Boeing | $625,684 | $63,029 ▼ | -9.2% | 3,534 | 0.2% | Aerospace |
IYZ iShares U.S. Telecommunications ETF | $621,302 | $621,302 ▲ | New Holding | 23,157 | 0.2% | ETF |
AMT American Tower | $619,009 | $36,682 ▲ | 6.3% | 3,375 | 0.2% | Finance |
COF Capital One Financial | $594,876 | | 0.0% | 3,336 | 0.1% | Finance |
VOO Vanguard S&P 500 ETF | $590,093 | $373,995 ▲ | 173.1% | 1,095 | 0.1% | ETF |
IHI iShares U.S. Medical Devices ETF | $584,317 | $584,317 ▲ | New Holding | 10,014 | 0.1% | ETF |
IHF iShares U.S. Healthcare Providers ETF | $557,692 | $557,692 ▲ | New Holding | 11,621 | 0.1% | ETF |
XOM Exxon Mobil | $532,579 | $3,012 ▼ | -0.6% | 4,951 | 0.1% | Oils/Energy |
