|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
6.3 |
$34M |
|
72k |
479.20 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
5.8 |
$32M |
|
110k |
287.56 |
|
Apple
(AAPL)
|
5.5 |
$30M |
|
117k |
253.79 |
|
Microsoft Corporation
(MSFT)
|
4.8 |
$26M |
|
70k |
370.17 |
|
Exxon Mobil Corporation
(XOM)
|
4.0 |
$22M |
|
129k |
169.66 |
|
Bank of America Corporation
(BAC)
|
3.8 |
$21M |
|
428k |
48.75 |
|
Progressive Corporation
(PGR)
|
3.7 |
$20M |
|
101k |
198.24 |
|
Simplify Exchange Traded Fun Mbs Etf
(MTBA)
|
3.4 |
$19M |
|
380k |
49.46 |
|
Jacobs Engineering Group
(J)
|
3.2 |
$18M |
|
138k |
127.28 |
|
Dimensional Etf Trust Us High Profitab
(DUHP)
|
3.0 |
$17M |
|
448k |
36.76 |
|
Burke & Herbert Financial Serv
(BHRB)
|
3.0 |
$16M |
|
258k |
62.29 |
|
Markel Corporation
(MKL)
|
2.9 |
$16M |
|
8.2k |
1914.07 |
|
W.R. Berkley Corporation
(WRB)
|
2.8 |
$15M |
|
233k |
66.28 |
|
Amazon
(AMZN)
|
2.8 |
$15M |
|
74k |
208.27 |
|
Hubbell
(HUBB)
|
2.8 |
$15M |
|
31k |
490.74 |
|
Waters Corporation
(WAT)
|
2.6 |
$14M |
|
47k |
297.80 |
|
Verisign
(VRSN)
|
2.6 |
$14M |
|
56k |
248.36 |
|
Valero Energy Corporation
(VLO)
|
2.5 |
$14M |
|
55k |
247.08 |
|
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
2.5 |
$13M |
|
297k |
45.12 |
|
Zoetis Cl A
(ZTS)
|
2.4 |
$13M |
|
112k |
118.21 |
|
Broadcom
(AVGO)
|
2.4 |
$13M |
|
43k |
309.51 |
|
Adobe Systems Incorporated
(ADBE)
|
2.4 |
$13M |
|
54k |
243.08 |
|
Capital One Financial
(COF)
|
2.4 |
$13M |
|
71k |
182.43 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
1.9 |
$10M |
|
52k |
198.29 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
1.9 |
$10M |
|
264k |
38.96 |
|
Wells Fargo & Company
(WFC)
|
1.4 |
$7.4M |
|
92k |
79.61 |
|
Novo-nordisk A S Adr
(NVO)
|
1.3 |
$7.1M |
|
194k |
36.75 |
|
Doubleline Etf Trust Commercial Real
(DCRE)
|
1.2 |
$6.6M |
|
128k |
51.96 |
|
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
1.2 |
$6.6M |
|
169k |
38.86 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
1.1 |
$6.2M |
|
124k |
49.95 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
1.1 |
$5.8M |
|
241k |
24.27 |
|
Dimensional Etf Trust Us Core Equity 1
(DCOR)
|
0.7 |
$3.7M |
|
51k |
72.08 |
|
Chevron Corporation
(CVX)
|
0.6 |
$3.5M |
|
17k |
206.90 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
0.6 |
$3.3M |
|
98k |
33.86 |
|
Dimensional Etf Trust Intl High Profit
(DIHP)
|
0.6 |
$3.3M |
|
103k |
32.22 |
|
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
0.6 |
$3.3M |
|
98k |
33.97 |
|
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
0.6 |
$3.0M |
|
121k |
24.91 |
|
World Gold Tr Spdr Gld Minis
(GLDM)
|
0.4 |
$2.4M |
|
25k |
92.69 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.4 |
$2.3M |
|
37k |
62.45 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.4 |
$2.0M |
|
23k |
88.16 |
|
Dimensional Etf Trust International
(DFSI)
|
0.4 |
$1.9M |
|
46k |
42.40 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.3 |
$1.8M |
|
68k |
26.61 |
|
Johnson & Johnson
(JNJ)
|
0.3 |
$1.7M |
|
7.0k |
244.44 |
|
Boeing Company
(BA)
|
0.3 |
$1.5M |
|
7.6k |
199.03 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
0.3 |
$1.4M |
|
2.2k |
650.34 |
|
Corning Incorporated
(GLW)
|
0.3 |
$1.4M |
|
10k |
135.97 |
|
Procter & Gamble Company
(PG)
|
0.3 |
$1.4M |
|
9.5k |
144.44 |
|
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$1.3M |
|
4.6k |
294.14 |
|
Ishares Tr Msci Uk Etf New
(EWU)
|
0.2 |
$1.2M |
|
27k |
45.56 |
|
Costco Wholesale Corporation
(COST)
|
0.2 |
$1.2M |
|
1.2k |
996.43 |
|
Union Pacific Corporation
(UNP)
|
0.2 |
$1.1M |
|
4.7k |
242.62 |
|
Ishares Tr S&P SML 600 GWT
(IJT)
|
0.2 |
$1.1M |
|
7.5k |
144.71 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$1.0M |
|
3.5k |
286.86 |
|
International Business Machines
(IBM)
|
0.2 |
$916k |
|
3.8k |
242.39 |
|
Visa Com Cl A
(V)
|
0.2 |
$912k |
|
3.0k |
302.22 |
|
Dimensional Etf Trust Global Real Est
(DFGR)
|
0.1 |
$751k |
|
28k |
26.58 |
|
Coca-Cola Company
(KO)
|
0.1 |
$712k |
|
9.4k |
76.05 |
|
Caterpillar
(CAT)
|
0.1 |
$660k |
|
932.00 |
708.46 |
|
Dimensional Etf Trust Us Sustainabilty
(DFSU)
|
0.1 |
$599k |
|
15k |
41.09 |
|
Veeva Sys Cl A Com
(VEEV)
|
0.1 |
$548k |
|
3.1k |
175.66 |
|
Pfizer
(PFE)
|
0.1 |
$531k |
|
19k |
28.08 |
|
Vaneck Etf Trust Gold Miners Etf
(GDX)
|
0.1 |
$497k |
|
5.4k |
91.77 |
|
Rockwell Automation
(ROK)
|
0.1 |
$487k |
|
1.4k |
358.88 |
|
Amgen
(AMGN)
|
0.1 |
$482k |
|
1.4k |
351.81 |
|
Pepsi
(PEP)
|
0.1 |
$449k |
|
2.9k |
155.29 |
|
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.1 |
$447k |
|
8.8k |
50.95 |
|
Eli Lilly & Co.
(LLY)
|
0.1 |
$437k |
|
475.00 |
919.77 |
|
Walt Disney Company
(DIS)
|
0.1 |
$418k |
|
4.3k |
96.39 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$408k |
|
1.3k |
310.80 |
|
NVIDIA Corporation
(NVDA)
|
0.1 |
$390k |
|
2.2k |
174.40 |
|
Starbucks Corporation
(SBUX)
|
0.1 |
$373k |
|
4.2k |
89.59 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$357k |
|
597.00 |
597.55 |
|
Marsh & McLennan Companies
(MRSH)
|
0.1 |
$347k |
|
2.0k |
173.45 |
|
Dimensional Etf Trust World Equity Etf
(DFAW)
|
0.1 |
$335k |
|
4.5k |
73.78 |
|
Dimensional Etf Trust Us Real Estate E
(DFAR)
|
0.1 |
$330k |
|
14k |
23.65 |
|
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.1 |
$326k |
|
6.4k |
50.98 |
|
Performance Food
(PFGC)
|
0.1 |
$316k |
|
3.7k |
85.66 |
|
Home Depot
(HD)
|
0.1 |
$313k |
|
951.00 |
328.99 |
|
California Water Service
(CWT)
|
0.1 |
$300k |
|
6.6k |
45.34 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.1 |
$287k |
|
806.00 |
356.56 |
|
Merck & Co
(MRK)
|
0.1 |
$281k |
|
2.3k |
120.29 |
|
O'reilly Automotive
(ORLY)
|
0.1 |
$274k |
|
3.0k |
92.31 |
|
Listed Fds Tr Horizon Kinetics
(INFL)
|
0.0 |
$260k |
|
5.0k |
52.06 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.0 |
$259k |
|
11k |
24.75 |
|
Phillips 66
(PSX)
|
0.0 |
$256k |
|
1.4k |
182.18 |
|
Meta Platforms Cl A
(META)
|
0.0 |
$251k |
|
438.00 |
572.15 |
|
Republic Services
(RSG)
|
0.0 |
$243k |
|
1.1k |
219.02 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.0 |
$242k |
|
2.1k |
114.99 |
|
Taiwan Semiconductor Manufac Sponsored Ads
(TSM)
|
0.0 |
$234k |
|
691.00 |
337.95 |
|
Schwab Strategic Tr Fundamental Intl
(FNDF)
|
0.0 |
$230k |
|
4.7k |
48.93 |
|
Bank of New York Mellon Corporation
(BK)
|
0.0 |
$224k |
|
1.9k |
118.63 |
|
Bristol Myers Squibb
(BMY)
|
0.0 |
$220k |
|
3.6k |
60.66 |
|
Yum! Brands
(YUM)
|
0.0 |
$217k |
|
1.4k |
155.48 |
|
Philip Morris International
(PM)
|
0.0 |
$214k |
|
1.3k |
165.34 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$209k |
|
485.00 |
430.29 |
|
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$207k |
|
414.00 |
499.66 |
|
Aemetis Com New
(AMTX)
|
0.0 |
$50k |
|
16k |
3.19 |