GLDM SPDR Gold MiniShares Trust | $37,743,821 | $6,262,725 ▼ | -14.2% | 576,066 | 9.6% | Finance |
VUG Vanguard Growth ETF | $35,657,123 | $9,702,630 ▼ | -21.4% | 81,335 | 9.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $21,031,116 | $14,935,781 ▼ | -41.5% | 497,425 | 5.4% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $19,375,245 | $400,550 ▼ | -2.0% | 241,858 | 4.9% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $10,952,603 | $591,612 ▼ | -5.1% | 171,913 | 2.8% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $10,806,808 | $2,621,443 ▼ | -19.5% | 347,598 | 2.8% | ETF |
VTV Vanguard Value ETF | $10,466,703 | $502,471 ▼ | -4.6% | 59,221 | 2.7% | ETF |
DFUS Dimensional U.S. Equity ETF | $10,440,553 | $32,095,135 ▼ | -75.5% | 155,783 | 2.7% | ETF |
VPU Vanguard Utilities ETF | $9,454,493 | $551,952 ▼ | -5.5% | 53,563 | 2.4% | ETF |
VZ Verizon Communications | $9,028,184 | $621,053 ▼ | -6.4% | 208,648 | 2.3% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $8,623,965 | $506,762 ▼ | -5.6% | 151,271 | 2.2% | ETF |
IAU iShares Gold Trust | $8,258,585 | $2,270,216 ▼ | -21.6% | 132,434 | 2.1% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $7,930,325 | $843,879 ▼ | -9.6% | 146,967 | 2.0% | ETF |
CVX Chevron | $7,399,917 | $1,130,628 ▲ | 18.0% | 51,679 | 1.9% | Energy |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $7,265,494 | $154,188 ▲ | 2.2% | 244,794 | 1.9% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $7,109,043 | $3,717,892 ▼ | -34.3% | 242,051 | 1.8% | ETF |
DIMENSIONAL ETF TRUST
| $6,890,583 | $119,000 ▼ | -1.7% | 102,722 | 1.8% | WORLD EQUITY ETF |
DFGR Dimensional Global Real Estate ETF | $6,751,491 | $179,224 ▲ | 2.7% | 251,640 | 1.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $6,361,309 | $143,919 ▲ | 2.3% | 32,620 | 1.6% | ETF |
VNQ Vanguard Real Estate ETF | $6,198,327 | $419,919 ▼ | -6.3% | 69,597 | 1.6% | ETF |
VB Vanguard Small-Cap ETF | $6,034,745 | $547,665 ▲ | 10.0% | 25,465 | 1.5% | ETF |
SHV iShares Short Treasury Bond ETF | $5,817,809 | $2,077,994 ▼ | -26.3% | 52,688 | 1.5% | ETF |
VOO Vanguard S&P 500 ETF | $5,325,061 | $1,444,441 ▼ | -21.3% | 9,375 | 1.4% | ETF |
IBM International Business Machines | $4,199,731 | $439,222 ▼ | -9.5% | 14,247 | 1.1% | Computer and Technology |
DFSV Dimensional US Small Cap Value ETF | $4,012,273 | $74,193 ▲ | 1.9% | 136,333 | 1.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $3,580,481 | $149,716 ▼ | -4.0% | 72,391 | 0.9% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $3,371,990 | $312,959 ▲ | 10.2% | 68,774 | 0.9% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,299,798 | $243,101 ▼ | -6.9% | 81,497 | 0.8% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $3,240,931 | $215,178 ▲ | 7.1% | 132,934 | 0.8% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $3,183,819 | $286,611 ▼ | -8.3% | 54,165 | 0.8% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $3,182,692 | $101,121 ▼ | -3.1% | 60,808 | 0.8% | ETF |
JNJ Johnson & Johnson | $3,138,249 | $718,842 ▲ | 29.7% | 20,545 | 0.8% | Medical |
DFLV Dimensional US Large Cap Value ETF | $3,133,330 | $345,904 ▼ | -9.9% | 101,010 | 0.8% | ETF |
DFNM Dimensional National Municipal Bond ETF | $3,087,124 | $1,159,853 ▼ | -27.3% | 65,088 | 0.8% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $3,046,943 | $187,265 ▼ | -5.8% | 36,772 | 0.8% | Manufacturing |
MMM 3M | $2,806,088 | $2,338,863 ▼ | -45.5% | 18,432 | 0.7% | Multi-Sector Conglomerates |
BRK.B Berkshire Hathaway | $2,757,717 | $3,432,937 ▼ | -55.5% | 5,677 | 0.7% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $2,721,369 | $62,950 ▼ | -2.3% | 37,438 | 0.7% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,550,015 | $46,518 ▼ | -1.8% | 30,753 | 0.7% | ETF |
MRK Merck & Co., Inc. | $2,349,865 | $1,188,508 ▲ | 102.3% | 29,685 | 0.6% | Medical |
DFAI Dimensional International Core Equity Market ETF | $2,300,599 | $69,071 ▼ | -2.9% | 66,549 | 0.6% | ETF |
DOW DOW | $2,293,621 | $670,845 ▼ | -22.6% | 86,617 | 0.6% | Basic Materials |
VTI Vanguard Total Stock Market ETF | $2,176,181 | $608 ▼ | 0.0% | 7,160 | 0.6% | ETF |
BSV Vanguard Short-Term Bond ETF | $2,157,797 | $170,622 ▼ | -7.3% | 27,418 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $2,102,109 | $19,454 ▼ | -0.9% | 86,011 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $2,099,387 | $390,305 ▼ | -15.7% | 19,068 | 0.5% | ETF |
SCHA Schwab US Small-Cap ETF | $2,004,574 | $27,577 ▲ | 1.4% | 79,232 | 0.5% | ETF |
AMGN Amgen | $1,862,331 | $366,603 ▲ | 24.5% | 6,670 | 0.5% | Medical |
XOM Exxon Mobil | $1,817,077 | $10,241 ▼ | -0.6% | 16,856 | 0.5% | Energy |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,792,694 | $42,729 ▼ | -2.3% | 37,340 | 0.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,730,529 | $18,174 ▼ | -1.0% | 9,522 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $1,727,777 | $3,762,537 ▼ | -68.5% | 6,056 | 0.4% | ETF |
DUHP Dimensional US High Profitability ETF | $1,655,603 | $6,756 ▲ | 0.4% | 46,558 | 0.4% | ETF |
TIP iShares TIPS Bond ETF | $1,653,079 | $307,992 ▼ | -15.7% | 15,023 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,559,483 | $10,615 ▼ | -0.7% | 3,673 | 0.4% | ETF |
DFIV Dimensional International Value ETF | $1,541,752 | $219,975 ▼ | -12.5% | 35,997 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,476,692 | $40,771 ▲ | 2.8% | 14,886 | 0.4% | Finance |
DFAU Dimensional US Core Equity Market ETF | $1,416,604 | $466 ▲ | 0.0% | 33,442 | 0.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,288,396 | $196,891 ▼ | -13.3% | 12,950 | 0.3% | ETF |
VONE Vanguard Russell 1000 ETF | $1,285,216 | $12,639 ▲ | 1.0% | 4,576 | 0.3% | ETF |
DIMENSIONAL ETF TRUST
| $1,270,953 | $282,034 ▼ | -18.2% | 23,325 | 0.3% | GLOBAL CORE PLUS |
DFAE Dimensional Emerging Core Equity Market ETF | $1,192,075 | $415,780 ▼ | -25.9% | 41,177 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $1,176,245 | $44 ▲ | 0.0% | 53,224 | 0.3% | ETF |
LLY Eli Lilly and Company | $1,087,445 | $17,929 ▼ | -1.6% | 1,395 | 0.3% | Medical |
SLYV SPDR S&P 600 Small Cap Value ETF | $1,084,976 | $2,233 ▲ | 0.2% | 13,603 | 0.3% | ETF |
AMT American Tower | $898,889 | $5,304 ▲ | 0.6% | 4,067 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $894,973 | $70,390 ▲ | 8.5% | 12,155 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $888,612 | $301 ▼ | 0.0% | 29,483 | 0.2% | ETF |
DIMENSIONAL ETF TRUST
| $876,105 | $34,322 ▲ | 4.1% | 12,712 | 0.2% | US LARGE CAP VEC |
SPEM SPDR Portfolio Emerging Markets ETF | $827,944 | $34,576 ▼ | -4.0% | 19,372 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $822,475 | $2,343,633 ▼ | -74.0% | 2,837 | 0.2% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $819,795 | $18,744 ▼ | -2.2% | 19,244 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $791,682 | | 0.0% | 4,076 | 0.2% | ETF |
HD Home Depot | $784,610 | | 0.0% | 2,140 | 0.2% | Retail/Wholesale |
BRK.A Berkshire Hathaway | $728,800 | $5,101,600 ▼ | -87.5% | 1 | 0.2% | Finance |
PG Procter & Gamble | $716,463 | $160,276 ▼ | -18.3% | 4,497 | 0.2% | Consumer Staples |
CSCO Cisco Systems | $706,705 | $43,779 ▼ | -5.8% | 10,186 | 0.2% | Computer and Technology |
PLD Prologis | $680,022 | $5,256 ▲ | 0.8% | 6,469 | 0.2% | Finance |
CI Cigna Group | $672,070 | | 0.0% | 2,033 | 0.2% | Medical |
IVV iShares Core S&P 500 ETF | $648,670 | $214,775 ▼ | -24.9% | 1,045 | 0.2% | ETF |
EQIX Equinix | $647,513 | | 0.0% | 814 | 0.2% | Finance |
IJR iShares Core S&P Small-Cap ETF | $615,959 | $7,213 ▲ | 1.2% | 5,636 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $576,372 | $1,833 ▼ | -0.3% | 11,948 | 0.1% | Finance |
DFAR Dimensional US Real Estate ETF | $571,251 | $422,726 ▼ | -42.5% | 24,350 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $555,073 | $16,892,021 ▼ | -96.8% | 898 | 0.1% | Finance |
GE GE Aerospace | $539,747 | $17,503 ▼ | -3.1% | 2,097 | 0.1% | Aerospace |
IWM iShares Russell 2000 ETF | $534,512 | $166,590 ▼ | -23.8% | 2,477 | 0.1% | Finance |
DLR Digital Realty Trust | $528,220 | $6,102 ▲ | 1.2% | 3,030 | 0.1% | Finance |
NEE NextEra Energy | $526,621 | $3,610 ▼ | -0.7% | 7,586 | 0.1% | Utilities |
PEP PepsiCo | $521,691 | $37,896 ▼ | -6.8% | 3,951 | 0.1% | Consumer Staples |
SCHV Schwab U.S. Large-Cap Value ETF | $478,636 | | 0.0% | 17,298 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $477,562 | $49,746 ▼ | -9.4% | 720 | 0.1% | ETF |
SPG Simon Property Group | $473,117 | | 0.0% | 2,943 | 0.1% | Finance |
O Realty Income | $456,848 | $5,300 ▲ | 1.2% | 7,930 | 0.1% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $450,205 | $50,218 ▲ | 12.6% | 8,956 | 0.1% | Manufacturing |
WBA Walgreens Boots Alliance | $449,844 | $596,547 ▼ | -57.0% | 39,185 | 0.1% | Retail/Wholesale |
CL Colgate-Palmolive | $436,320 | $27,361 ▼ | -5.9% | 4,800 | 0.1% | Consumer Staples |
CCI Crown Castle | $433,213 | $5,137 ▲ | 1.2% | 4,217 | 0.1% | Finance |
MSFT Microsoft | $422,799 | $211,400 ▼ | -33.3% | 850 | 0.1% | Computer and Technology |
AAPL Apple | $416,188 | $10,744,173 ▼ | -96.3% | 2,029 | 0.1% | Computer and Technology |