|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
7.9 |
$50M |
|
109k |
453.28 |
|
Apple
(AAPL)
|
7.6 |
$48M |
|
191k |
250.42 |
|
Microsoft Corporation
(MSFT)
|
5.8 |
$37M |
|
87k |
421.50 |
|
JPMorgan Chase & Co.
(JPM)
|
4.5 |
$28M |
|
118k |
239.71 |
|
Goldman Sachs
(GS)
|
2.6 |
$16M |
|
28k |
572.63 |
|
Ishares Tr Rus Mid Cap Etf
(IWR)
|
2.4 |
$15M |
|
172k |
88.40 |
|
Caterpillar
(CAT)
|
2.4 |
$15M |
|
42k |
362.76 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
2.1 |
$13M |
|
70k |
190.44 |
|
Oracle Corporation
(ORCL)
|
2.1 |
$13M |
|
79k |
166.64 |
|
Abbvie
(ABBV)
|
2.0 |
$13M |
|
71k |
177.70 |
|
Cummins
(CMI)
|
2.0 |
$13M |
|
36k |
348.60 |
|
McKesson Corporation
(MCK)
|
1.9 |
$12M |
|
21k |
569.91 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.9 |
$12M |
|
41k |
289.81 |
|
McDonald's Corporation
(MCD)
|
1.8 |
$11M |
|
38k |
289.89 |
|
Johnson & Johnson
(JNJ)
|
1.7 |
$11M |
|
75k |
144.62 |
|
Procter & Gamble Company
(PG)
|
1.7 |
$11M |
|
63k |
167.65 |
|
Abbott Laboratories
(ABT)
|
1.7 |
$10M |
|
92k |
113.11 |
|
Deere & Company
(DE)
|
1.6 |
$10M |
|
24k |
423.69 |
|
Pepsi
(PEP)
|
1.6 |
$9.9M |
|
65k |
152.06 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
1.5 |
$9.5M |
|
40k |
240.28 |
|
Chevron Corporation
(CVX)
|
1.4 |
$9.0M |
|
62k |
144.84 |
|
FedEx Corporation
(FDX)
|
1.4 |
$8.9M |
|
32k |
281.33 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
1.4 |
$8.7M |
|
39k |
220.96 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
1.3 |
$7.9M |
|
102k |
77.27 |
|
Air Products & Chemicals
(APD)
|
1.2 |
$7.7M |
|
27k |
290.03 |
|
Exxon Mobil Corporation
(XOM)
|
1.2 |
$7.6M |
|
70k |
107.57 |
|
Vanguard World Inf Tech Etf
(VGT)
|
1.2 |
$7.6M |
|
12k |
621.80 |
|
Automatic Data Processing
(ADP)
|
1.2 |
$7.3M |
|
25k |
292.73 |
|
Visa Com Cl A
(V)
|
1.1 |
$6.8M |
|
22k |
316.04 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$6.5M |
|
34k |
189.30 |
|
Cisco Systems
(CSCO)
|
1.0 |
$6.3M |
|
106k |
59.20 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
1.0 |
$6.3M |
|
24k |
264.13 |
|
UnitedHealth
(UNH)
|
1.0 |
$6.1M |
|
12k |
505.86 |
|
Amazon
(AMZN)
|
1.0 |
$6.0M |
|
28k |
219.39 |
|
Ishares Tr S&p 100 Etf
(OEF)
|
0.9 |
$5.4M |
|
19k |
288.85 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.9 |
$5.4M |
|
13k |
410.44 |
|
Wells Fargo & Company
(WFC)
|
0.8 |
$5.0M |
|
71k |
70.24 |
|
Travelers Companies
(TRV)
|
0.8 |
$5.0M |
|
21k |
240.89 |
|
Texas Instruments Incorporated
(TXN)
|
0.8 |
$4.8M |
|
26k |
187.51 |
|
Mondelez Intl Cl A
(MDLZ)
|
0.8 |
$4.8M |
|
80k |
59.73 |
|
Us Bancorp Del Com New
(USB)
|
0.8 |
$4.8M |
|
100k |
47.83 |
|
Brookfield Corp Cl A Ltd Vt Sh
(BN)
|
0.8 |
$4.7M |
|
82k |
57.45 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.7 |
$4.5M |
|
77k |
58.18 |
|
Corning Incorporated
(GLW)
|
0.7 |
$4.3M |
|
91k |
47.52 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.6 |
$4.0M |
|
24k |
169.30 |
|
EOG Resources
(EOG)
|
0.6 |
$4.0M |
|
32k |
122.58 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.6 |
$3.6M |
|
18k |
198.18 |
|
Bank of America Corporation
(BAC)
|
0.6 |
$3.6M |
|
82k |
43.95 |
|
United Parcel Service CL B
(UPS)
|
0.6 |
$3.6M |
|
28k |
126.10 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.6 |
$3.6M |
|
28k |
127.59 |
|
Wisdomtree Tr Us Smallcap Fund
(EES)
|
0.5 |
$3.4M |
|
63k |
53.94 |
|
Morgan Stanley Com New
(MS)
|
0.5 |
$3.3M |
|
26k |
125.72 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.5 |
$3.0M |
|
38k |
78.01 |
|
Wisdomtree Tr Us Midcap Fund
(EZM)
|
0.5 |
$2.9M |
|
46k |
62.51 |
|
M&T Bank Corporation
(MTB)
|
0.4 |
$2.8M |
|
15k |
188.01 |
|
Citigroup Com New
(C)
|
0.4 |
$2.7M |
|
39k |
70.39 |
|
Hershey Company
(HSY)
|
0.4 |
$2.7M |
|
16k |
169.35 |
|
International Business Machines
(IBM)
|
0.4 |
$2.6M |
|
12k |
219.84 |
|
Walt Disney Company
(DIS)
|
0.4 |
$2.5M |
|
22k |
111.35 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$2.4M |
|
21k |
115.22 |
|
Clorox Company
(CLX)
|
0.4 |
$2.3M |
|
14k |
162.41 |
|
General Mills
(GIS)
|
0.4 |
$2.2M |
|
35k |
63.77 |
|
3M Company
(MMM)
|
0.3 |
$2.2M |
|
17k |
129.09 |
|
Truist Financial Corp equities
(TFC)
|
0.3 |
$2.2M |
|
50k |
43.38 |
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.3 |
$2.1M |
|
13k |
161.77 |
|
Capital One Financial
(COF)
|
0.3 |
$2.0M |
|
12k |
178.32 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.3 |
$2.0M |
|
3.8k |
538.81 |
|
Blackrock
(BLK)
|
0.3 |
$2.0M |
|
2.0k |
1025.11 |
|
Starbucks Corporation
(SBUX)
|
0.3 |
$2.0M |
|
22k |
91.25 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$2.0M |
|
28k |
71.91 |
|
Verizon Communications
(VZ)
|
0.3 |
$2.0M |
|
50k |
39.99 |
|
Markel Corporation
(MKL)
|
0.3 |
$2.0M |
|
1.1k |
1726.23 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.3 |
$1.8M |
|
31k |
58.93 |
|
Wisdomtree Tr Us Largecap Divd
(DLN)
|
0.3 |
$1.8M |
|
23k |
77.79 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.3 |
$1.8M |
|
18k |
96.90 |
|
CVS Caremark Corporation
(CVS)
|
0.3 |
$1.7M |
|
39k |
44.89 |
|
At&t
(T)
|
0.3 |
$1.7M |
|
75k |
22.77 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$1.7M |
|
2.8k |
586.08 |
|
Erie Indty Cl A
(ERIE)
|
0.3 |
$1.7M |
|
4.0k |
412.23 |
|
Home Depot
(HD)
|
0.3 |
$1.6M |
|
4.1k |
388.99 |
|
Wisdomtree Tr Us Midcap Divid
(DON)
|
0.2 |
$1.6M |
|
31k |
50.97 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$1.5M |
|
31k |
50.13 |
|
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$1.5M |
|
2.8k |
526.57 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$1.3M |
|
22k |
62.31 |
|
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.2 |
$1.2M |
|
39k |
31.44 |
|
American Express Company
(AXP)
|
0.2 |
$1.2M |
|
3.9k |
296.79 |
|
Smucker J M Com New
(SJM)
|
0.2 |
$1.2M |
|
11k |
110.12 |
|
Lowe's Companies
(LOW)
|
0.2 |
$1.1M |
|
4.6k |
246.80 |
|
Devon Energy Corporation
(DVN)
|
0.2 |
$1.1M |
|
33k |
32.73 |
|
Coca-Cola Company
(KO)
|
0.2 |
$1.1M |
|
17k |
62.26 |
|
Johnson Ctls Intl SHS
(JCI)
|
0.2 |
$1.0M |
|
13k |
78.93 |
|
Union Pacific Corporation
(UNP)
|
0.1 |
$899k |
|
3.9k |
228.04 |
|
Wal-Mart Stores
(WMT)
|
0.1 |
$878k |
|
9.7k |
90.35 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.1 |
$854k |
|
1.5k |
588.68 |
|
Dominion Resources
(D)
|
0.1 |
$839k |
|
16k |
53.86 |
|
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.1 |
$822k |
|
5.0k |
164.17 |
|
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$767k |
|
1.7k |
444.68 |
|
State Street Corporation
(STT)
|
0.1 |
$766k |
|
7.8k |
98.14 |
|
Brookfield Asset Managmt Cl A Lmt Vtg Shs
(BAM)
|
0.1 |
$764k |
|
14k |
54.19 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.1 |
$749k |
|
7.4k |
101.53 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.1 |
$696k |
|
4.0k |
175.23 |
|
Kellogg Company
(K)
|
0.1 |
$678k |
|
8.4k |
80.97 |
|
Costco Wholesale Corporation
(COST)
|
0.1 |
$666k |
|
727.00 |
916.27 |
|
Zimmer Holdings
(ZBH)
|
0.1 |
$634k |
|
6.0k |
105.63 |
|
Pfizer
(PFE)
|
0.1 |
$597k |
|
23k |
26.53 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$541k |
|
7.2k |
75.61 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$540k |
|
2.8k |
195.83 |
|
Amgen
(AMGN)
|
0.1 |
$483k |
|
1.9k |
260.64 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$479k |
|
937.00 |
511.23 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$475k |
|
3.7k |
128.62 |
|
Schlumberger Com Stk
(SLB)
|
0.1 |
$446k |
|
12k |
38.34 |
|
Vanguard Bd Index Fds Vanguard Ultra
(VUSB)
|
0.1 |
$427k |
|
8.6k |
49.62 |
|
Kenvue
(KVUE)
|
0.1 |
$352k |
|
17k |
21.35 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.1 |
$344k |
|
4.3k |
80.27 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$341k |
|
15k |
22.70 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.0 |
$310k |
|
1.8k |
172.42 |
|
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.0 |
$302k |
|
1.2k |
253.75 |
|
Landstar System
(LSTR)
|
0.0 |
$292k |
|
1.7k |
171.86 |
|
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$289k |
|
7.7k |
37.53 |
|
Kraft Heinz
(KHC)
|
0.0 |
$281k |
|
9.2k |
30.71 |
|
Mccormick & Co Com Vtg
(MKC.V)
|
0.0 |
$243k |
|
3.2k |
76.24 |
|
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
0.0 |
$242k |
|
2.6k |
91.43 |
|
Eli Lilly & Co.
(LLY)
|
0.0 |
$241k |
|
312.00 |
772.00 |
|
Vaneck Etf Trust Mrngstr Wde Moat
(MOAT)
|
0.0 |
$210k |
|
2.3k |
92.72 |
|
Ge Aerospace Com New
(GE)
|
0.0 |
$201k |
|
1.2k |
166.79 |
|
Liberty Media Corp Del Deb 4.000%11/1 (Principal)
|
0.0 |
$12k |
|
40k |
0.29 |