|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
6.4 |
$35M |
|
72k |
485.77 |
|
Microsoft Corporation
(MSFT)
|
6.1 |
$34M |
|
68k |
497.41 |
|
Progressive Corporation
(PGR)
|
4.9 |
$27M |
|
100k |
266.86 |
|
Bank of America Corporation
(BAC)
|
4.8 |
$26M |
|
557k |
47.32 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
4.6 |
$25M |
|
143k |
176.23 |
|
Apple
(AAPL)
|
4.5 |
$25M |
|
120k |
205.17 |
|
Jacobs Engineering Group
(J)
|
3.4 |
$19M |
|
143k |
131.45 |
|
W.R. Berkley Corporation
(WRB)
|
3.2 |
$17M |
|
236k |
73.47 |
|
Adobe Systems Incorporated
(ADBE)
|
3.1 |
$17M |
|
44k |
386.88 |
|
Waters Corporation
(WAT)
|
3.1 |
$17M |
|
49k |
349.04 |
|
Markel Corporation
(MKL)
|
3.0 |
$17M |
|
8.3k |
1997.36 |
|
Verisign
(VRSN)
|
3.0 |
$17M |
|
57k |
288.80 |
|
Capital One Financial
(COF)
|
2.8 |
$16M |
|
73k |
212.76 |
|
Burke & Herbert Financial Serv
(BHRB)
|
2.8 |
$15M |
|
257k |
59.73 |
|
Dimensional Etf Trust Us High Profitab
(DUHP)
|
2.8 |
$15M |
|
427k |
35.56 |
|
Starbucks Corporation
(SBUX)
|
2.7 |
$15M |
|
162k |
91.63 |
|
Amazon
(AMZN)
|
2.6 |
$14M |
|
65k |
219.39 |
|
Exxon Mobil Corporation
(XOM)
|
2.6 |
$14M |
|
131k |
107.80 |
|
Novo-nordisk A S Adr
(NVO)
|
2.5 |
$14M |
|
201k |
69.02 |
|
Simplify Exchange Traded Fun Mbs Etf
(MTBA)
|
2.3 |
$13M |
|
255k |
50.09 |
|
Hubbell
(HUBB)
|
2.3 |
$13M |
|
31k |
408.41 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
2.0 |
$11M |
|
36k |
298.89 |
|
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
1.9 |
$10M |
|
244k |
42.36 |
|
CarMax
(KMX)
|
1.8 |
$10M |
|
148k |
67.21 |
|
Diageo Spon Adr New
(DEO)
|
1.8 |
$9.9M |
|
98k |
100.84 |
|
Comcast Corp Cl A
(CMCSA)
|
1.8 |
$9.9M |
|
277k |
35.69 |
|
Wells Fargo & Company
(WFC)
|
1.4 |
$7.9M |
|
99k |
80.12 |
|
Valero Energy Corporation
(VLO)
|
1.4 |
$7.6M |
|
57k |
134.42 |
|
Alexandria Real Estate Equities
(ARE)
|
1.4 |
$7.6M |
|
104k |
72.63 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
1.3 |
$7.1M |
|
205k |
34.57 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.9 |
$5.0M |
|
140k |
35.84 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.8 |
$4.4M |
|
88k |
50.27 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.8 |
$4.2M |
|
172k |
24.38 |
|
Doubleline Etf Trust Commercial Real
(DCRE)
|
0.5 |
$3.0M |
|
58k |
52.03 |
|
Dimensional Etf Trust Intl High Profit
(DIHP)
|
0.5 |
$2.6M |
|
87k |
29.49 |
|
Chevron Corporation
(CVX)
|
0.5 |
$2.5M |
|
17k |
143.19 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
0.4 |
$2.2M |
|
75k |
28.95 |
|
Dimensional Etf Trust International
(DFSI)
|
0.3 |
$1.8M |
|
46k |
39.41 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$1.8M |
|
2.9k |
617.93 |
|
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
0.3 |
$1.7M |
|
58k |
29.37 |
|
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
0.3 |
$1.7M |
|
68k |
25.03 |
|
World Gold Tr Spdr Gld Minis
(GLDM)
|
0.3 |
$1.7M |
|
25k |
65.52 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.3 |
$1.6M |
|
30k |
53.96 |
|
Procter & Gamble Company
(PG)
|
0.3 |
$1.6M |
|
10k |
159.32 |
|
Boeing Company
(BA)
|
0.3 |
$1.6M |
|
7.7k |
209.53 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.3 |
$1.6M |
|
59k |
26.68 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.3 |
$1.4M |
|
23k |
62.36 |
|
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$1.4M |
|
4.9k |
289.89 |
|
Costco Wholesale Corporation
(COST)
|
0.3 |
$1.4M |
|
1.4k |
989.94 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$1.1M |
|
7.4k |
152.75 |
|
Ishares Tr Msci Uk Etf New
(EWU)
|
0.2 |
$1.1M |
|
27k |
39.72 |
|
Union Pacific Corporation
(UNP)
|
0.2 |
$1.1M |
|
4.7k |
230.08 |
|
Visa Com Cl A
(V)
|
0.2 |
$1.1M |
|
3.0k |
355.02 |
|
Ishares Tr S&P SML 600 GWT
(IJT)
|
0.2 |
$993k |
|
7.5k |
133.04 |
|
International Business Machines
(IBM)
|
0.2 |
$983k |
|
3.3k |
294.78 |
|
Veeva Sys Cl A Com
(VEEV)
|
0.2 |
$900k |
|
3.1k |
287.98 |
|
Coca-Cola Company
(KO)
|
0.1 |
$662k |
|
9.4k |
70.75 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$636k |
|
3.6k |
177.39 |
|
Walt Disney Company
(DIS)
|
0.1 |
$636k |
|
5.1k |
124.00 |
|
Pfizer
(PFE)
|
0.1 |
$585k |
|
24k |
24.24 |
|
Dimensional Etf Trust Us Sustainabilty
(DFSU)
|
0.1 |
$556k |
|
14k |
39.25 |
|
Corning Incorporated
(GLW)
|
0.1 |
$548k |
|
10k |
52.59 |
|
Kellogg Company
(K)
|
0.1 |
$539k |
|
6.8k |
79.53 |
|
Dimensional Etf Trust Global Real Est
(DFGR)
|
0.1 |
$519k |
|
19k |
26.83 |
|
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.1 |
$471k |
|
9.2k |
51.02 |
|
Rockwell Automation
(ROK)
|
0.1 |
$451k |
|
1.4k |
332.17 |
|
Marsh & McLennan Companies
(MMC)
|
0.1 |
$437k |
|
2.0k |
218.64 |
|
Caterpillar
(CAT)
|
0.1 |
$394k |
|
1.0k |
388.21 |
|
Home Depot
(HD)
|
0.1 |
$393k |
|
1.1k |
366.74 |
|
Pepsi
(PEP)
|
0.1 |
$388k |
|
2.9k |
132.04 |
|
Ishares Tr Core Msci Euro
(IEUR)
|
0.1 |
$386k |
|
5.8k |
66.20 |
|
Amgen
(AMGN)
|
0.1 |
$381k |
|
1.4k |
279.18 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$375k |
|
1.3k |
292.18 |
|
Eli Lilly & Co.
(LLY)
|
0.1 |
$365k |
|
468.00 |
779.53 |
|
Performance Food
(PFGC)
|
0.1 |
$337k |
|
3.8k |
87.47 |
|
NVIDIA Corporation
(NVDA)
|
0.1 |
$316k |
|
2.0k |
157.99 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$315k |
|
2.1k |
149.58 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$314k |
|
425.00 |
738.12 |
|
California Water Service
(CWT)
|
0.1 |
$301k |
|
6.6k |
45.48 |
|
Vaneck Etf Trust Gold Miners Etf
(GDX)
|
0.1 |
$282k |
|
5.4k |
52.06 |
|
Dimensional Etf Trust Us Core Equity 1
(DCOR)
|
0.1 |
$279k |
|
4.2k |
66.85 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.0 |
$274k |
|
806.00 |
339.57 |
|
Republic Services
(RSG)
|
0.0 |
$267k |
|
1.1k |
246.61 |
|
O'reilly Automotive
(ORLY)
|
0.0 |
$265k |
|
2.9k |
90.13 |
|
Philip Morris International
(PM)
|
0.0 |
$254k |
|
1.4k |
182.13 |
|
Dimensional Etf Trust Us Real Estate E
(DFAR)
|
0.0 |
$234k |
|
10k |
23.46 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.0 |
$231k |
|
11k |
22.10 |
|
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.0 |
$226k |
|
4.4k |
50.92 |
|
Bank of New York Mellon Corporation
(BK)
|
0.0 |
$224k |
|
2.5k |
91.11 |
|
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$221k |
|
393.00 |
561.94 |
|
Yum! Brands
(YUM)
|
0.0 |
$204k |
|
1.4k |
148.18 |
|
Aemetis Com New
(AMTX)
|
0.0 |
$39k |
|
16k |
2.48 |