AVUS Avantis U.S. Equity ETF | $44,064,670 | $1,381,600 â–² | 3.2% | 344,040 | 21.9% | ETF |
FBCG Fidelity Blue Chip Growth ETF | $17,282,992 | $113,475 â–¼ | -0.7% | 278,264 | 8.6% | ETF |
AVDE Avantis International Equity ETF | $15,616,255 | $434,672 â–² | 2.9% | 175,070 | 7.7% | ETF |
AVIG Avantis Core Fixed Income ETF | $15,039,744 | $1,329,261 â–² | 9.7% | 363,191 | 7.5% | ETF |
VTV Vanguard Value ETF | $12,196,888 | $84,339 â–¼ | -0.7% | 55,967 | 6.1% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $9,207,316 | $218,454 â–² | 2.4% | 95,422 | 4.6% | ETF |
VTI Vanguard Total Stock Market ETF | $7,340,204 | $7,186,475 â–¼ | -49.5% | 9,836 | 3.6% | ETF |
VB Vanguard Small-Cap ETF | $5,401,902 | $35,465 â–¼ | -0.7% | 17,821 | 2.7% | ETF |
AVGE Avantis All Equity Markets ETF | $4,802,983 | $393,724 â–² | 8.9% | 48,466 | 2.4% | ETF |
AAPL Apple | $3,965,343 | $10,417 â–¼ | -0.3% | 13,704 | 2.0% | Computer and Technology |
IUSB iShares Core Total USD Bond Market ETF | $3,377,026 | $167,155 â–¼ | -4.7% | 73,175 | 1.7% | Manufacturing |
FBND Fidelity Total Bond ETF | $3,305,804 | $403,223 â–² | 13.9% | 72,671 | 1.6% | ETF |
BND Vanguard Total Bond Market ETF | $2,952,071 | $136,251 â–² | 4.8% | 40,213 | 1.5% | ETF |
AVMU Avantis Core Municipal Fixed Income ETF | $2,806,996 | $12,112 â–² | 0.4% | 60,255 | 1.4% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,541,369 | | 0.0% | 31,015 | 1.3% | ETF |
VOO Vanguard S&P 500 ETF | $2,149,634 | | 0.0% | 3,130 | 1.1% | ETF |
NVDA NVIDIA | $2,032,960 | | 0.0% | 10,160 | 1.0% | Computer and Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,021,929 | | 0.0% | 45,580 | 1.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,932,156 | | 0.0% | 38,200 | 1.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,823,586 | $38,547 â–² | 2.2% | 25,594 | 0.9% | ETF |
AMZN Amazon.com | $1,736,784 | | 0.0% | 7,287 | 0.9% | Retail/Wholesale |
QQQ Invesco QQQ | $1,476,963 | $47,121 â–¼ | -3.1% | 2,006 | 0.7% | Finance |
SPY SPDR S&P 500 ETF Trust | $1,299,509 | $19,418 â–¼ | -1.5% | 1,740 | 0.6% | Finance |
IVV iShares Core S&P 500 ETF | $1,224,081 | | 0.0% | 1,635 | 0.6% | ETF |
GOOGL Alphabet | $1,216,845 | | 0.0% | 3,405 | 0.6% | Computer and Technology |
VYMI Vanguard International High Dividend Yield ETF | $1,112,165 | | 0.0% | 11,326 | 0.6% | ETF |
IDHQ Invesco S&P International Developed Quality ETF | $1,086,368 | $5,770 â–¼ | -0.5% | 24,854 | 0.5% | ETF |
FIVA Fidelity International Value Factor ETF | $1,081,873 | | 0.0% | 28,086 | 0.5% | ETF |
INTC Intel | $1,074,559 | $807,595 â–² | 302.5% | 7,696 | 0.5% | Computer and Technology |
V Visa | $986,384 | | 0.0% | 2,875 | 0.5% | Business Services |
VUG Vanguard Growth ETF | $920,492 | $767,077 â–² | 500.0% | 10,686 | 0.5% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $801,638 | | 0.0% | 4,880 | 0.4% | ETF |
VXF Vanguard Extended Market ETF | $642,608 | | 0.0% | 2,610 | 0.3% | ETF |
META Meta Platforms | $619,805 | | 0.0% | 1,100 | 0.3% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $583,532 | $19,161 â–² | 3.4% | 9,776 | 0.3% | ETF |
GOOG Alphabet | $554,568 | | 0.0% | 1,570 | 0.3% | Computer and Technology |
ONEQ Fidelity NASDAQ Composite Index ETF | $551,401 | $14,038 â–² | 2.6% | 5,342 | 0.3% | ETF |
MSFT Microsoft | $550,951 | | 0.0% | 1,477 | 0.3% | Computer and Technology |
IWX iShares Russell Top 200 Value ETF | $537,788 | $12,935 â–² | 2.5% | 5,114 | 0.3% | ETF |
EXXONMOBIL HOLDINGS CORP COM SHS
| $532,672 | $532,672 â–² | New Holding | 3,896 | 0.3% | Stock |
VBR Vanguard Small-Cap Value ETF | $529,162 | | 0.0% | 2,178 | 0.3% | ETF |
PXF Invesco RAFI Developed Markets ex-U.S. ETF | $500,207 | $9,682 â–² | 2.0% | 6,613 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $494,693 | $371,020 â–² | 300.0% | 3,984 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $445,185 | | 0.0% | 3,237 | 0.2% | ETF |
LLY Eli Lilly and Company | $411,605 | | 0.0% | 343 | 0.2% | Medical |
SCHB Schwab US Broad Market ETF | $406,296 | | 0.0% | 14,030 | 0.2% | ETF |
SMMD iShares Russell 2500 ETF | $404,363 | $4,032 â–² | 1.0% | 4,413 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $394,191 | | 0.0% | 1,626 | 0.2% | ETF |
JHMM John Hancock Multifactor Mid Cap ETF | $375,475 | $6,671 â–² | 1.8% | 5,009 | 0.2% | ETF |
VBK Vanguard Small-Cap Growth ETF | $349,609 | | 0.0% | 956 | 0.2% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $346,270 | | 0.0% | 3,595 | 0.2% | Finance |
FMAO Farmers & Merchants Bancorp | $342,496 | | 0.0% | 11,200 | 0.2% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $311,282 | | 0.0% | 3,047 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $311,012 | | 0.0% | 1,990 | 0.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $300,141 | | 0.0% | 2,050 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $279,214 | $244,312 â–² | 700.0% | 2,336 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $276,798 | | 0.0% | 2,866 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $273,109 | | 0.0% | 909 | 0.1% | Finance |
PTLC Pacer Trendpilot US Large Cap ETF | $268,928 | | 0.0% | 4,616 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $267,490 | | 0.0% | 1,404 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $261,549 | | 0.0% | 1,589 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $260,044 | | 0.0% | 3,105 | 0.1% | ETF |
COST Costco Wholesale | $258,444 | | 0.0% | 276 | 0.1% | Retail/Wholesale |
DNP DNP Select Income Fund | $254,331 | | 0.0% | 23,571 | 0.1% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $252,958 | | 0.0% | 5,020 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $249,487 | | 0.0% | 2,918 | 0.1% | ETF |
HD Home Depot | $240,528 | | 0.0% | 682 | 0.1% | Retail/Wholesale |
EZM WisdomTree U.S. MidCap Fund | $235,157 | | 0.0% | 3,103 | 0.1% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $233,606 | | 0.0% | 3,342 | 0.1% | ETF |
TSLA Tesla | $233,433 | $54,678 â–¼ | -19.0% | 555 | 0.1% | Auto/Tires/Trucks |
IJR iShares Core S&P Small-Cap ETF | $231,957 | | 0.0% | 1,564 | 0.1% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $228,686 | | 0.0% | 1,548 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $228,643 | $522 â–² | 0.2% | 438 | 0.1% | Finance |
WALMART INC COM
| $227,643 | $113 â–² | 0.0% | 2,010 | 0.1% | Stock |
JNJ Johnson & Johnson | $226,541 | | 0.0% | 892 | 0.1% | Medical |
PEBO Peoples Bancorp | $226,504 | | 0.0% | 5,897 | 0.1% | Finance |
PG Procter & Gamble | $225,386 | | 0.0% | 1,537 | 0.1% | Consumer Staples |
IUSG iShares Core S&P U.S. Growth ETF | $223,263 | | 0.0% | 1,187 | 0.1% | Manufacturing |
JPM JPMorgan Chase & Co. | $207,554 | | 0.0% | 634 | 0.1% | Finance |
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | $200,225 | | 0.0% | 4,063 | 0.1% | ETF |
LAM RESEARCH CORP COM NEW
| $199,332 | | 0.0% | 460 | 0.1% | Stock |
IWV iShares Russell 3000 ETF | $198,276 | | 0.0% | 465 | 0.1% | ETF |
PANW Palo Alto Networks | $194,381 | | 0.0% | 570 | 0.1% | Computer and Technology |
VT Vanguard Total World Stock ETF | $193,924 | | 0.0% | 1,236 | 0.1% | ETF |
HBAN Huntington Bancshares | $180,757 | | 0.0% | 10,195 | 0.1% | Finance |
VO Vanguard Mid-Cap ETF | $180,400 | $135,280 â–² | 299.8% | 2,239 | 0.1% | ETF |
ONOF Global X Adaptive U.S. Risk Management ETF | $172,103 | | 0.0% | 4,309 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $167,395 | | 0.0% | 238 | 0.1% | ETF |
WEC WEC Energy Group | $164,062 | | 0.0% | 1,405 | 0.1% | Utilities |
EFA iShares MSCI EAFE ETF | $157,335 | | 0.0% | 1,515 | 0.1% | Finance |
SOURCE CAPITAL COM SHS OF BEN I
| $153,796 | | 0.0% | 3,346 | 0.1% | CEF |
IYW iShares U.S. Technology ETF | $151,338 | | 0.0% | 600 | 0.1% | Manufacturing |
ALNY Alnylam Pharmaceuticals | $150,515 | | 0.0% | 500 | 0.1% | Medical |
VIG Vanguard Dividend Appreciation ETF | $149,071 | | 0.0% | 630 | 0.1% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $144,877 | $130,395 â–² | 900.4% | 17,597 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $141,683 | | 0.0% | 893 | 0.1% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $140,289 | $116,908 â–² | 500.0% | 1,698 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $138,861 | | 0.0% | 900 | 0.1% | ETF |
MS Morgan Stanley | $135,667 | | 0.0% | 649 | 0.1% | Finance |
BRK.B Berkshire Hathaway | $128,196 | | 0.0% | 256 | 0.1% | Finance |
