|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
6.1 |
$36M |
|
72k |
500.39 |
|
Apple
(AAPL)
|
6.0 |
$35M |
|
121k |
289.36 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
5.4 |
$32M |
|
89k |
357.37 |
|
Microsoft Corporation
(MSFT)
|
4.5 |
$26M |
|
70k |
373.02 |
|
Progressive Corporation
(PGR)
|
3.8 |
$22M |
|
101k |
218.45 |
|
Simplify Exchange Traded Fun Mbs Etf
(MTBA)
|
3.4 |
$20M |
|
402k |
49.07 |
|
Exxon Mobil Corporation
(XOM)
|
3.3 |
$19M |
|
140k |
136.72 |
|
Dimensional Etf Trust Us High Prof Etf
(DUHP)
|
3.2 |
$19M |
|
452k |
41.73 |
|
Burke & Herbert Financial Serv
(BHRB)
|
3.2 |
$19M |
|
259k |
71.86 |
|
Jacobs Engineering Group
(J)
|
3.1 |
$18M |
|
142k |
126.00 |
|
Amazon
(AMZN)
|
3.0 |
$18M |
|
74k |
238.34 |
|
Waters Corporation
(WAT)
|
3.0 |
$17M |
|
46k |
375.04 |
|
Broadcom
(AVGO)
|
2.8 |
$16M |
|
43k |
377.75 |
|
W.R. Berkley Corporation
(WRB)
|
2.8 |
$16M |
|
232k |
70.53 |
|
Bank of America Corporation
(BAC)
|
2.8 |
$16M |
|
286k |
56.98 |
|
Hubbell
(HUBB)
|
2.8 |
$16M |
|
31k |
523.20 |
|
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
2.7 |
$16M |
|
302k |
51.69 |
|
Valero Energy Corporation
(VLO)
|
2.4 |
$14M |
|
55k |
260.44 |
|
Verisign
(VRSN)
|
2.4 |
$14M |
|
56k |
251.56 |
|
Mastercard Incorporated Cl A
(MA)
|
2.1 |
$12M |
|
23k |
513.60 |
|
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
2.0 |
$12M |
|
282k |
41.25 |
|
Markel Corporation
(MKL)
|
1.8 |
$11M |
|
5.5k |
1953.01 |
|
Adobe Systems Incorporated
(ADBE)
|
1.8 |
$11M |
|
52k |
205.02 |
|
Novo-nordisk A S Adr
(NVO)
|
1.5 |
$9.0M |
|
188k |
47.94 |
|
Capital One Financial
(COF)
|
1.5 |
$8.9M |
|
44k |
200.62 |
|
Zoetis Cl A
(ZTS)
|
1.3 |
$7.8M |
|
108k |
71.86 |
|
Wells Fargo & Company
(WFC)
|
1.3 |
$7.6M |
|
92k |
82.64 |
|
Dimensional Etf Trust Us Cor Equ 2 Etf
(DFAC)
|
1.3 |
$7.3M |
|
165k |
44.36 |
|
Doubleline Etf Trust Commercial Real
(DCRE)
|
1.2 |
$7.0M |
|
135k |
51.80 |
|
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
1.2 |
$6.8M |
|
136k |
50.23 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
1.1 |
$6.2M |
|
50k |
124.44 |
|
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
1.1 |
$6.1M |
|
254k |
24.14 |
|
Dimensional Etf Trust Us Cor Equ 1 Etf
(DCOR)
|
0.9 |
$5.4M |
|
66k |
81.98 |
|
Honeywell International
(HON)
|
0.9 |
$5.4M |
|
24k |
223.90 |
|
Honeywell Aerospace
(HONA)
|
0.9 |
$5.3M |
|
24k |
221.08 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
0.7 |
$4.1M |
|
103k |
40.21 |
|
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
0.7 |
$4.1M |
|
112k |
36.84 |
|
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
0.7 |
$4.0M |
|
163k |
24.66 |
|
Dimensional Etf Trust Intl High Profit
(DIHP)
|
0.6 |
$3.6M |
|
107k |
34.12 |
|
Chevron Corporation
(CVX)
|
0.5 |
$3.1M |
|
19k |
165.76 |
|
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.5 |
$2.8M |
|
40k |
69.90 |
|
Corning Incorporated
(GLW)
|
0.5 |
$2.6M |
|
10k |
255.43 |
|
Dimensional Etf Trust International
(DFSI)
|
0.4 |
$2.1M |
|
46k |
45.10 |
|
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.3 |
$2.0M |
|
74k |
26.50 |
|
Johnson & Johnson
(JNJ)
|
0.3 |
$1.8M |
|
6.9k |
253.97 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.3 |
$1.7M |
|
23k |
75.51 |
|
Boeing Company
(BA)
|
0.3 |
$1.7M |
|
7.8k |
216.47 |
|
World Gold Tr Spdr Gld Minis
(GLDM)
|
0.3 |
$1.6M |
|
20k |
79.42 |
|
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$1.5M |
|
4.6k |
327.31 |
|
State Str Spdr S&p 500 Etf T Tr Unit
(SPY)
|
0.3 |
$1.5M |
|
2.0k |
746.77 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$1.4M |
|
3.8k |
353.33 |
|
Ishares Tr S&P SML 600 GWT
(IJT)
|
0.2 |
$1.3M |
|
7.5k |
178.60 |
|
Ishares Tr Msci Uk Etf New
(EWU)
|
0.2 |
$1.3M |
|
27k |
46.14 |
|
Costco Wholesale Corporation
(COST)
|
0.2 |
$1.2M |
|
1.3k |
935.47 |
|
NVIDIA Corporation
(NVDA)
|
0.2 |
$1.2M |
|
5.9k |
200.09 |
|
International Business Machines
(IBM)
|
0.2 |
$1.1M |
|
4.0k |
281.21 |
|
Visa Com Cl A
(V)
|
0.2 |
$1.0M |
|
3.0k |
343.07 |
|
Caterpillar
(CAT)
|
0.2 |
$964k |
|
905.00 |
1064.90 |
|
Dimensional Etf Trust Global Real Est
(DFGR)
|
0.2 |
$883k |
|
31k |
28.97 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$811k |
|
5.5k |
146.64 |
|
Coca-Cola Company
(KO)
|
0.1 |
$764k |
|
9.4k |
81.27 |
|
Dimensional Etf Trust Us Sustainabilty
(DFSU)
|
0.1 |
$679k |
|
15k |
46.63 |
|
Rockwell Automation
(ROK)
|
0.1 |
$664k |
|
1.3k |
495.08 |
|
Eli Lilly & Co.
(LLY)
|
0.1 |
$637k |
|
531.00 |
1199.43 |
|
Micron Technology
(MU)
|
0.1 |
$593k |
|
514.00 |
1154.29 |
|
Veeva Sys Cl A Com
(VEEV)
|
0.1 |
$587k |
|
3.3k |
177.47 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$587k |
|
855.00 |
686.81 |
|
Select Sector Spdr Tr St Str Energ Etf
(XLE)
|
0.1 |
$507k |
|
9.5k |
53.11 |
|
Amgen
(AMGN)
|
0.1 |
$496k |
|
1.4k |
362.08 |
|
Home Depot
(HD)
|
0.1 |
$488k |
|
1.4k |
352.76 |
|
Pepsi
(PEP)
|
0.1 |
$461k |
|
3.4k |
135.40 |
|
Pfizer
(PFE)
|
0.1 |
$456k |
|
19k |
24.08 |
|
Performance Food
(PFGC)
|
0.1 |
$442k |
|
3.9k |
111.79 |
|
Advanced Micro Devices
(AMD)
|
0.1 |
$433k |
|
746.00 |
580.91 |
|
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.1 |
$428k |
|
8.4k |
51.05 |
|
Ge Aerospace Com New
(GE)
|
0.1 |
$414k |
|
1.1k |
373.73 |
|
Vaneck Etf Trust Gold Miners Etf
(GDX)
|
0.1 |
$409k |
|
5.4k |
75.45 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$404k |
|
1.5k |
270.31 |
|
Dimensional Etf Trust World Equity Etf
(DFAW)
|
0.1 |
$378k |
|
4.6k |
82.79 |
|
Dimensional Etf Trust Us Real Esta Etf
(DFAR)
|
0.1 |
$365k |
|
14k |
26.16 |
|
J P Morgan Exchange Traded F Us Qualty Fctr
(JQUA)
|
0.1 |
$354k |
|
4.9k |
72.28 |
|
Marsh & McLennan Companies
(MRSH)
|
0.1 |
$335k |
|
2.0k |
166.67 |
|
California Water Service
(CWT)
|
0.1 |
$330k |
|
6.8k |
48.65 |
|
Ishares Tr Rus 1000 Etf
(IWB)
|
0.1 |
$330k |
|
806.00 |
409.50 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$327k |
|
580.00 |
563.31 |
|
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.1 |
$326k |
|
6.4k |
51.00 |
|
Bristol Myers Squibb
(BMY)
|
0.1 |
$325k |
|
5.6k |
57.63 |
|
Walt Disney Company
(DIS)
|
0.1 |
$312k |
|
3.2k |
96.26 |
|
Merck & Co
(MRK)
|
0.1 |
$298k |
|
2.3k |
128.50 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.0 |
$290k |
|
11k |
27.70 |
|
Bank of New York Mellon Corporation
(BNY)
|
0.0 |
$275k |
|
1.9k |
144.61 |
|
O'reilly Automotive
(ORLY)
|
0.0 |
$275k |
|
3.0k |
92.09 |
|
Kla Corp Com New
(KLAC)
|
0.0 |
$272k |
|
900.00 |
301.71 |
|
Ge Vernova
(GEV)
|
0.0 |
$270k |
|
230.00 |
1174.86 |
|
Listed Fds Tr Hori Ki Infl Etf
(INFL)
|
0.0 |
$249k |
|
5.0k |
49.88 |
|
Schwab Strategic Tr Fundamental Intl
(FNDF)
|
0.0 |
$248k |
|
4.7k |
52.76 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.0 |
$248k |
|
2.1k |
117.67 |
|
Phillips 66
(PSX)
|
0.0 |
$240k |
|
1.4k |
169.05 |
|
Republic Services
(RSG)
|
0.0 |
$237k |
|
1.1k |
213.08 |
|
Philip Morris International
(PM)
|
0.0 |
$235k |
|
1.3k |
180.91 |
|
Yum! Brands
(YUM)
|
0.0 |
$225k |
|
1.4k |
159.86 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.0 |
$217k |
|
6.8k |
31.71 |
|
Abbott Laboratories
(ABT)
|
0.0 |
$214k |
|
2.4k |
90.74 |
|
Abbvie
(ABBV)
|
0.0 |
$212k |
|
842.00 |
251.77 |
|
Tesla Motors
(TSLA)
|
0.0 |
$205k |
|
487.00 |
420.60 |
|
Raytheon Technologies Corp
(RTX)
|
0.0 |
$205k |
|
1.1k |
189.73 |
|
Western Digital
(WDC)
|
0.0 |
$201k |
|
314.00 |
638.72 |
|
Aemetis Com New
(AMTX)
|
0.0 |
$29k |
|
18k |
1.64 |