$65.59Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 2.50 | 8,506 | 1,637,660 | ADDED | 0.69 | |
ADBE | ADOBE INC | 0.77 | 844 | 503,242 | REDUCED | -0.24 | |
AGG | ISHARES TR | 2.16 | 13,080 | 1,415,920 | REDUCED | -9.92 | |
ALL | ALLSTATE CORP | 0.52 | 2,432 | 340,467 | REDUCED | -4.93 | |
AMGN | AMGEN INC | 0.34 | 775 | 223,226 | REDUCED | -11.43 | |
AMZN | AMAZON COM INC | 1.22 | 5,248 | 797,435 | ADDED | 17.12 | |
BIV | VANGUARD BD INDEX FDS | 5.19 | 46,257 | 3,402,200 | REDUCED | -8.24 | |
BNDW | VANGUARD SCOTTSDALE FDS | 16.04 | 134,841 | 10,520,300 | REDUCED | -1.09 | |
BNDW | VANGUARD SCOTTSDALE FDS | 5.92 | 50,222 | 3,885,680 | REDUCED | -4.27 | |
BRKA | BERKSHIRE HATHAWAY INC DEL | 0.70 | 1,295 | 461,697 | ADDED | 6.06 | |
CCF | CHASE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
CSGP | COSTAR GROUP INC | 0.41 | 3,101 | 271,015 | ADDED | 2.48 | |
DIS | DISNEY WALT CO | 0.67 | 4,849 | 437,816 | ADDED | 23.92 | |
GOOG | ALPHABET INC | 0.99 | 4,619 | 650,950 | ADDED | 8.96 | |
HD | HOME DEPOT INC | 0.69 | 1,305 | 452,090 | ADDED | 4.82 | |
ISRG | INTUITIVE SURGICAL INC | 0.58 | 1,122 | 378,611 | ADDED | 1.54 | |
JPM | JPMORGAN CHASE & CO | 1.10 | 4,240 | 721,306 | ADDED | 9.96 | |
META | META PLATFORMS INC | 1.03 | 1,904 | 674,097 | ADDED | 15.18 | |
MSFT | MICROSOFT CORP | 1.29 | 2,249 | 845,757 | REDUCED | -0.31 | |
NVDA | NVIDIA CORPORATION | 1.23 | 1,629 | 806,524 | ADDED | 3.43 | |
SBUX | STARBUCKS CORP | 0.72 | 4,923 | 472,626 | ADDED | 9.89 | |
SYK | STRYKER CORPORATION | 0.40 | 874 | 261,854 | ADDED | 6.2 | |
TJX | TJX COS INC NEW | 1.39 | 9,699 | 909,844 | ADDED | 3.59 | |
TSLA | TESLA INC | 0.48 | 1,271 | 315,720 | ADDED | 12.98 | |
UNH | UNITEDHEALTH GROUP INC | 0.72 | 897 | 472,491 | ADDED | 4.06 | |
V | VISA INC | 0.88 | 2,206 | 574,394 | ADDED | 17.65 | |
VEA | VANGUARD TAX-MANAGED FDS | 14.25 | 195,121 | 9,346,310 | REDUCED | -1.03 | |
VOO | VANGUARD INDEX FDS | 13.30 | 19,978 | 8,726,290 | REDUCED | -0.04 | |
VOO | VANGUARD INDEX FDS | 12.56 | 55,113 | 8,239,350 | REDUCED | -0.03 | |
VOO | VANGUARD INDEX FDS | 8.75 | 24,671 | 5,739,390 | ADDED | 4.22 | |
VOO | VANGUARD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
VTEB | VANGUARD MUN BD FDS | 3.22 | 41,325 | 2,109,640 | REDUCED | -27.1 |