|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
7.5 |
$64M |
|
128k |
500.39 |
|
Apple
(AAPL)
|
6.0 |
$52M |
|
178k |
289.36 |
|
Johnson & Johnson
(JNJ)
|
4.9 |
$42M |
|
166k |
253.97 |
|
Caterpillar
(CAT)
|
4.7 |
$40M |
|
38k |
1064.89 |
|
JPMorgan Chase & Co.
(JPM)
|
4.1 |
$36M |
|
109k |
327.33 |
|
Microsoft Corporation
(MSFT)
|
3.7 |
$32M |
|
86k |
373.02 |
|
Goldman Sachs
(GS)
|
3.0 |
$26M |
|
26k |
1011.38 |
|
Cummins
(CMI)
|
2.8 |
$24M |
|
34k |
713.21 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
2.7 |
$23M |
|
65k |
353.33 |
|
Abbvie
(ABBV)
|
2.3 |
$20M |
|
80k |
251.64 |
|
Ishares Tr Rus Mid Cap Etf
(IWR)
|
2.1 |
$18M |
|
166k |
110.32 |
|
Deere & Company
(DE)
|
1.8 |
$16M |
|
25k |
634.33 |
|
McKesson Corporation
(MCK)
|
1.8 |
$15M |
|
20k |
755.60 |
|
Corning Incorporated
(GLW)
|
1.7 |
$15M |
|
58k |
255.43 |
|
Oracle Corporation
(ORCL)
|
1.6 |
$14M |
|
93k |
146.55 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.6 |
$14M |
|
37k |
370.04 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
1.5 |
$13M |
|
36k |
357.37 |
|
Exxon Mobil Corporation
(XOM)
|
1.5 |
$13M |
|
93k |
136.72 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
1.4 |
$12M |
|
40k |
303.12 |
|
Chevron Corporation
(CVX)
|
1.4 |
$12M |
|
70k |
165.76 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
1.3 |
$12M |
|
38k |
300.45 |
|
Cisco Systems
(CSCO)
|
1.2 |
$11M |
|
90k |
117.46 |
|
Vanguard World Inf Tech Etf
(VGT)
|
1.2 |
$10M |
|
84k |
119.52 |
|
Amazon
(AMZN)
|
1.2 |
$10M |
|
42k |
238.34 |
|
Markel Corporation
(MKL)
|
1.2 |
$9.9M |
|
5.1k |
1953.01 |
|
Us Bancorp Com New
(USB)
|
1.1 |
$9.8M |
|
162k |
60.40 |
|
McDonald's Corporation
(MCD)
|
1.1 |
$9.7M |
|
36k |
270.31 |
|
Brookfield Corp Cl A Ltd Vt Sh
(BN)
|
1.0 |
$8.9M |
|
210k |
42.59 |
|
Pepsi
(PEP)
|
1.0 |
$8.8M |
|
65k |
135.40 |
|
Procter & Gamble Company
(PG)
|
1.0 |
$8.4M |
|
58k |
146.64 |
|
Visa Com Cl A
(V)
|
1.0 |
$8.3M |
|
24k |
343.09 |
|
FedEx Corporation
(FDX)
|
1.0 |
$8.3M |
|
26k |
313.13 |
|
Abbott Laboratories
(ABT)
|
1.0 |
$8.2M |
|
90k |
90.74 |
|
Air Products & Chemicals
(APD)
|
0.9 |
$7.8M |
|
27k |
293.17 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.9 |
$7.6M |
|
95k |
80.57 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.9 |
$7.6M |
|
97k |
77.91 |
|
Wells Fargo & Company
(WFC)
|
0.8 |
$7.0M |
|
85k |
82.64 |
|
Ishares Tr S&p 100 Etf
(OEF)
|
0.7 |
$6.3M |
|
17k |
365.87 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.7 |
$6.1M |
|
71k |
86.14 |
|
Texas Instruments Incorporated
(TXN)
|
0.7 |
$6.1M |
|
21k |
298.07 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.7 |
$6.0M |
|
25k |
242.99 |
|
Travelers Companies
(TRV)
|
0.7 |
$5.8M |
|
18k |
330.12 |
|
EOG Resources
(EOG)
|
0.6 |
$5.3M |
|
41k |
129.73 |
|
Citigroup Com New
(C)
|
0.6 |
$5.3M |
|
38k |
139.96 |
|
Morgan Stanley Com New
(MS)
|
0.6 |
$5.2M |
|
25k |
209.04 |
|
Vanguard Index Fds Value Etf
(VTV)
|
0.6 |
$5.2M |
|
24k |
217.93 |
|
Automatic Data Processing
(ADP)
|
0.6 |
$4.9M |
|
22k |
223.95 |
|
Wal-Mart Stores
(WMT)
|
0.6 |
$4.9M |
|
43k |
113.26 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.6 |
$4.9M |
|
84k |
58.20 |
|
Bank of America Corporation
(BAC)
|
0.5 |
$4.7M |
|
83k |
56.98 |
|
State Street Corporation
(STT)
|
0.5 |
$4.6M |
|
27k |
169.60 |
|
Capital One Financial
(COF)
|
0.5 |
$4.6M |
|
23k |
200.62 |
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.5 |
$4.4M |
|
22k |
197.60 |
|
Wisdomtree Tr Us Smallcap Fund
(EES)
|
0.5 |
$4.1M |
|
61k |
67.79 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.5 |
$4.1M |
|
26k |
158.03 |
|
M&T Bank Corporation
(MTB)
|
0.5 |
$4.1M |
|
17k |
238.01 |
|
TJX Companies
(TJX)
|
0.4 |
$3.6M |
|
23k |
151.50 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.4 |
$3.5M |
|
44k |
79.03 |
|
CVS Caremark Corporation
(CVS)
|
0.4 |
$3.5M |
|
34k |
103.45 |
|
Wisdomtree Tr Us Midcap Fund
(EZM)
|
0.4 |
$3.4M |
|
45k |
75.78 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$3.2M |
|
22k |
148.31 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.4 |
$3.2M |
|
37k |
85.49 |
|
Spdr Series Trust St Str Blo 1 Etf
(BIL)
|
0.4 |
$3.1M |
|
34k |
91.64 |
|
Verizon Communications
(VZ)
|
0.4 |
$3.1M |
|
72k |
42.34 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.3 |
$2.9M |
|
4.3k |
686.81 |
|
International Business Machines
(IBM)
|
0.3 |
$2.9M |
|
10k |
281.22 |
|
Mondelez Intl Cl A
(MDLZ)
|
0.3 |
$2.6M |
|
45k |
57.84 |
|
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.3 |
$2.6M |
|
51k |
50.58 |
|
Dominion Resources
(D)
|
0.3 |
$2.5M |
|
36k |
68.29 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
0.3 |
$2.4M |
|
3.2k |
746.77 |
|
Amgen
(AMGN)
|
0.3 |
$2.3M |
|
6.5k |
362.12 |
|
3M Company
(MMM)
|
0.3 |
$2.2M |
|
14k |
161.91 |
|
Vanguard Instl Index 0 3 Mo Tr Bi Etf
(VBIL)
|
0.3 |
$2.2M |
|
29k |
75.68 |
|
Wisdomtree Tr Us Largecap Divd
(DLN)
|
0.2 |
$2.1M |
|
22k |
96.32 |
|
United Parcel Svcs CL B
(UPS)
|
0.2 |
$2.1M |
|
19k |
107.50 |
|
Fedex Fght Hldg Common Stock
(FDXF)
|
0.2 |
$1.9M |
|
13k |
151.00 |
|
Union Pacific Corporation
(UNP)
|
0.2 |
$1.9M |
|
6.9k |
272.00 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.2 |
$1.8M |
|
24k |
73.41 |
|
Johnson Controls Internation SHS
(JCI)
|
0.2 |
$1.8M |
|
12k |
146.11 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$1.8M |
|
23k |
77.11 |
|
Zoetis Cl A
(ZTS)
|
0.2 |
$1.7M |
|
24k |
71.86 |
|
Hershey Company
(HSY)
|
0.2 |
$1.7M |
|
9.6k |
175.45 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.2 |
$1.7M |
|
14k |
117.67 |
|
Coca-Cola Company
(KO)
|
0.2 |
$1.7M |
|
20k |
81.27 |
|
At&t
(T)
|
0.2 |
$1.6M |
|
78k |
20.70 |
|
Wisdomtree Tr Us Midcap Divid
(DON)
|
0.2 |
$1.6M |
|
28k |
56.52 |
|
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$1.6M |
|
3.1k |
513.60 |
|
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.2 |
$1.5M |
|
16k |
98.98 |
|
Truist Financial Corp equities
(TFC)
|
0.2 |
$1.5M |
|
31k |
49.82 |
|
Vanguard Instl Index Ultr Shor Tr Etf
(VGUS)
|
0.2 |
$1.5M |
|
20k |
75.66 |
|
Home Depot
(HD)
|
0.2 |
$1.5M |
|
4.2k |
352.68 |
|
Spdr Series Trust St Str Tips Etf
(SPIP)
|
0.2 |
$1.5M |
|
57k |
25.68 |
|
American Express Company
(AXP)
|
0.2 |
$1.3M |
|
3.9k |
338.25 |
|
Eli Lilly & Co.
(LLY)
|
0.1 |
$1.2M |
|
1.0k |
1199.43 |
|
Paychex
(PAYX)
|
0.1 |
$1.2M |
|
13k |
98.33 |
|
Starbucks Corporation
(SBUX)
|
0.1 |
$1.2M |
|
12k |
102.19 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$1.2M |
|
2.1k |
563.29 |
|
Progressive Corporation
(PGR)
|
0.1 |
$1.1M |
|
5.2k |
218.45 |
|
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.1 |
$1.1M |
|
5.2k |
221.20 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.1 |
$1.1M |
|
5.2k |
212.77 |
|
Brookfield Asset Managmt Cl A Lmt Vtg Shs
(BAM)
|
0.1 |
$1.1M |
|
25k |
44.85 |
|
Devon Energy Corporation
(DVN)
|
0.1 |
$1.1M |
|
27k |
41.32 |
|
Spdr Index Shs Fds St Intl Cap Etf
(GWX)
|
0.1 |
$1.1M |
|
24k |
43.76 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.1 |
$932k |
|
1.2k |
748.89 |
|
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.1 |
$890k |
|
29k |
30.49 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$845k |
|
8.1k |
103.88 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$693k |
|
941.00 |
736.40 |
|
Erie Indty Cl A
(ERIE)
|
0.1 |
$672k |
|
2.8k |
239.75 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$655k |
|
2.8k |
236.62 |
|
Omni
(OMC)
|
0.1 |
$638k |
|
8.8k |
72.83 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$607k |
|
3.7k |
164.27 |
|
Spdr Series Trust St Str P500etf
(SPYM)
|
0.1 |
$606k |
|
6.9k |
87.88 |
|
Lowe's Companies
(LOW)
|
0.1 |
$595k |
|
2.7k |
220.49 |
|
SLB Com Stk
(SLB)
|
0.1 |
$572k |
|
12k |
46.49 |
|
Costco Wholesale Corporation
(COST)
|
0.1 |
$515k |
|
550.00 |
935.47 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$459k |
|
2.9k |
156.30 |
|
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$453k |
|
19k |
24.55 |
|
Marsh & McLennan Companies
(MRSH)
|
0.1 |
$451k |
|
2.7k |
166.67 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.1 |
$449k |
|
5.4k |
82.65 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$434k |
|
15k |
28.96 |
|
Nike CL B
(NKE)
|
0.0 |
$400k |
|
9.7k |
41.05 |
|
Constellation Brands Cl A
(STZ)
|
0.0 |
$364k |
|
2.6k |
139.09 |
|
Vanguard Bd Index Fds Vanguard Ultra
(VUSB)
|
0.0 |
$353k |
|
7.1k |
49.78 |
|
Ishares Tr Eafe Value Etf
(EFV)
|
0.0 |
$352k |
|
4.6k |
76.55 |
|
Ge Vernova
(GEV)
|
0.0 |
$331k |
|
282.00 |
1174.86 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.0 |
$329k |
|
3.4k |
96.58 |
|
Kenvue
(KVUE)
|
0.0 |
$291k |
|
15k |
19.11 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$289k |
|
785.00 |
368.38 |
|
Vaneck Etf Trust Mrngstr Wde Moat
(MOAT)
|
0.0 |
$281k |
|
2.7k |
103.96 |
|
Wisdomtree Tr Intl Equity Fd
(DWM)
|
0.0 |
$271k |
|
3.7k |
73.21 |
|
Clorox Company
(CLX)
|
0.0 |
$267k |
|
2.8k |
95.44 |
|
Broadcom
(AVGO)
|
0.0 |
$260k |
|
688.00 |
377.75 |
|
General Mills
(GIS)
|
0.0 |
$247k |
|
7.1k |
34.80 |
|
Boeing Company
(BA)
|
0.0 |
$247k |
|
1.1k |
216.47 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.0 |
$222k |
|
3.7k |
59.69 |
|
Orange County Ban
(OBT)
|
0.0 |
$213k |
|
5.8k |
36.78 |
|
Ishares Tr Calif Mun Bd Etf
(CMF)
|
0.0 |
$205k |
|
3.6k |
57.64 |
|
SYSCO Corporation
(SYY)
|
0.0 |
$203k |
|
2.4k |
83.58 |
|
Paramount Skydance Corp Com Cl B
(PSKY)
|
0.0 |
$158k |
|
16k |
9.86 |
|
Liberty Media Corp Del Deb 4.000%11/1 (Principal)
|
0.0 |
$2.2k |
|
40k |
0.05 |