| 1 | Berkshire Hathaway Inc | 71 628 | 34,3 M $ | |
| 2 | Alphabet Inc | 109 552 | 31,5 M $ | |
| 3 | Apple Inc | 117 025 | 29,7 M $ | |
| 4 | Microsoft Corp | 69 843 | 25,9 M $ | |
| 5 | Exxon Mobil Corp | 128 591 | 21,8 M $ | |
| 6 | Bank of America Corp | 427 690 | 20,8 M $ | |
| 7 | Progressive Corp/The | 101 419 | 20,1 M $ | |
| 8 | Simplify MBS ETF | 379 512 | 18,8 M $ | |
| 9 | Jacobs Solutions Inc | 137 768 | 17,5 M $ | |
| 10 | Dimensional ETF Trust | 448 326 | 16,5 M $ | |
| 11 | Burke & Herbert Financial Services Corp | 258 080 | 16,1 M $ | |
| 12 | Markel Group Inc | 8 150 | 15,6 M $ | |
| 13 | W R Berkley Corp | 232 906 | 15,4 M $ | |
| 14 | Amazon.com Inc | 74 007 | 15,4 M $ | |
| 15 | Hubbell Inc | 30 794 | 15,1 M $ | |
| 16 | Waters Corp | 46 974 | 14 M $ | |
| 17 | VeriSign Inc | 55 869 | 13,9 M $ | |
| 18 | Valero Energy Corp | 55 019 | 13,6 M $ | |
| 19 | Zoetis Inc | 111 834 | 13,2 M $ | |
| 20 | Broadcom Inc | 42 704 | 13,2 M $ | |
| 21 | Adobe Inc | 53 893 | 13,1 M $ | |
| 22 | Capital One Financial Corp | 70 984 | 12,9 M $ | |
| 23 | Dimensional ETF Trust | 264 019 | 10,3 M $ | |
| 24 | Wells Fargo & Co | 92 364 | 7,4 M $ | |
| 25 | Novo Nordisk A/S | 194 428 | 7,1 M $ | |
| 26 | DoubleLine Commercial Real Est | 127 826 | 6,6 M $ | |
| 27 | Dimensional ETF Trust | 168 710 | 6,6 M $ | |
| 28 | Vanguard Malvern Funds | 123 573 | 6,2 M $ | |
| 29 | Schwab Short-Term U.S. Treasury ETF | 240 649 | 5,8 M $ | |
| 30 | Chevron Corp | 17 036 | 3,5 M $ | |
| 31 | Dimensional ETF Trust | 98 278 | 3,3 M $ | |
| 32 | Schwab Intermediate-Term U.S. Treasury ETF | 121 279 | 3 M $ | |
| 33 | SPDR Gold MiniShares Trust | 25 437 | 2,4 M $ | |
| 34 | Dimensional U S Targeted Value ETF | 36 531 | 2,3 M $ | |
| 35 | Ishares Gold Trust | 23 132 | 2 M $ | |
| 36 | Schwab US TIPS ETF | 68 214 | 1,8 M $ | |
| 37 | Johnson & Johnson | 6 979 | 1,7 M $ | |
| 38 | Boeing Co/The | 7 599 | 1,5 M $ | |
| 39 | State Street SPDR S&P 500 ETF Trust | 2 199 | 1,4 M $ | |
| 40 | Corning Inc | 10 426 | 1,4 M $ | |
| 41 | Procter & Gamble Co/The | 9 468 | 1,4 M $ | |
| 42 | JPMorgan Chase & Co | 4 563 | 1,3 M $ | |
| 43 | iShares Trust | 27 187 | 1,2 M $ | |
| 44 | Costco Wholesale Corp | 1 224 | 1,2 M $ | |
| 45 | Union Pacific Corp | 4 674 | 1,1 M $ | |
| 46 | iShares S&P Small-Cap 600 Growth ETF | 7 465 | 1,1 M $ | |
| 47 | Alphabet Inc | 3 487 | 1 M $ | |
| 48 | International Business Machines Corp. | 3 777 | 915,5 k $ | |
| 49 | Visa Inc | 3 018 | 912,1 k $ | |
| 50 | Coca-Cola Co/The | 9 358 | 711,7 k $ | |
| 51 | Caterpillar Inc | 932 | 660,3 k $ | |
| 52 | Veeva Systems Inc | 3 121 | 548,2 k $ | |
| 53 | Pfizer Inc | 18 923 | 531,4 k $ | |
| 54 | VanEck Gold Miners ETF/USA | 5 416 | 497 k $ | |
| 55 | Rockwell Automation Inc | 1 357 | 487 k $ | |
| 56 | Amgen Inc | 1 369 | 481,6 k $ | |
| 57 | PepsiCo Inc | 2 892 | 449,1 k $ | |
| 58 | iShares Trust | 8 771 | 446,9 k $ | |
| 59 | Eli Lilly & Co | 475 | 436,9 k $ | |
| 60 | Walt Disney Co/The | 4 339 | 418,2 k $ | |
| 61 | McDonald's Corp. | 1 314 | 408,4 k $ | |
| 62 | NVIDIA Corp | 2 234 | 389,6 k $ | |
| 63 | Starbucks Corp | 4 167 | 373,3 k $ | |
| 64 | Vanguard S&P 500 ETF | 597 | 356,7 k $ | |
| 65 | Marsh & McLennan Cos Inc | 1 999 | 346,7 k $ | |
| 66 | Dimensional ETF Trust | 13 966 | 330,3 k $ | |
| 67 | JPMorgan Ultra-Short Municipal Income ETF | 6 398 | 326,2 k $ | |
| 68 | Performance Food Group Co | 3 689 | 316 k $ | |
| 69 | Home Depot Inc/The | 951 | 312,9 k $ | |
| 70 | California Water Service Group | 6 612 | 299,8 k $ | |
| 71 | iShares Trust | 806 | 287,4 k $ | |
| 72 | Merck & Co Inc | 2 335 | 280,9 k $ | |
| 73 | O'Reilly Automotive Inc | 2 965 | 273,7 k $ | |
| 74 | Schwab International Equity ETF | 10 451 | 258,7 k $ | |
| 75 | Phillips 66 | 1 407 | 256,3 k $ | |
| 76 | Meta Platforms Inc | 438 | 250,6 k $ | |
| 77 | Republic Services Inc | 1 107 | 242,5 k $ | |
| 78 | Blackstone Inc | 2 107 | 242,3 k $ | |
| 79 | Taiwan Semiconductor Manufacturing Co Ltd | 691 | 233,5 k $ | |
| 80 | Schwab Fundamental International Equity Etf | 4 700 | 230 k $ | |
| 81 | Bank of New York Mellon Corp/The | 1 889 | 224,1 k $ | |
| 82 | Bristol-Myers Squibb Co | 3 618 | 219,5 k $ | |
| 83 | Yum! Brands Inc | 1 397 | 217,2 k $ | |
| 84 | Philip Morris International Inc. | 1 295 | 214,1 k $ | |
| 85 | SPDR Gold Shares | 485 | 208,7 k $ | |
| 86 | Mastercard Inc | 414 | 206,9 k $ | |
| 87 | Aemetis Inc | 15 600 | 49,8 k $ | |