AVDE Avantis International Equity ETF | $17,717,426 | $8,665,007 ▼ | -32.8% | 277,964 | 5.8% | ETF |
VTV Vanguard Value ETF | $16,945,902 | $548,024 ▼ | -3.1% | 104,052 | 5.6% | ETF |
VTI Vanguard Total Stock Market ETF | $15,021,595 | $383,870 ▼ | -2.5% | 57,798 | 4.9% | ETF |
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares | $14,141,940 | $390,775 ▼ | -2.7% | 281,880 | 4.7% | ETF |
VO Vanguard Mid-Cap ETF | $13,992,361 | $2,478,603 ▼ | -15.0% | 56,001 | 4.6% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $11,985,678 | $1,605,961 ▼ | -11.8% | 155,034 | 3.9% | ETF |
VOE Vanguard Mid-Cap Value ETF | $11,383,835 | $410,981 ▲ | 3.7% | 73,015 | 3.7% | ETF |
MGC Vanguard Mega Cap ETF | $10,327,558 | $1,329,393 ▲ | 14.8% | 55,266 | 3.4% | ETF |
SCHP Schwab U.S. TIPS ETF | $9,227,626 | $1,504,607 ▼ | -14.0% | 176,910 | 3.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $9,093,372 | $169,814 ▼ | -1.8% | 47,391 | 3.0% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $8,212,049 | $2,899,309 ▼ | -26.1% | 131,730 | 2.7% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $8,000,390 | $80,790 ▲ | 1.0% | 47,236 | 2.6% | ETF |
VB Vanguard Small-Cap ETF | $7,377,052 | $143,097 ▼ | -1.9% | 32,272 | 2.4% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $6,863,901 | $1,115,554 ▼ | -14.0% | 118,425 | 2.3% | ETF |
VOO Vanguard S&P 500 ETF | $6,368,186 | $473,961 ▼ | -6.9% | 13,248 | 2.1% | ETF |
DFAU Dimensional US Core Equity Market ETF | $6,202,008 | $20,644,847 ▼ | -76.9% | 169,732 | 2.0% | ETF |
MGV Vanguard Mega Cap Value ETF | $5,988,288 | $1,101,404 ▲ | 22.5% | 50,107 | 2.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $5,737,791 | $141,016 ▼ | -2.4% | 137,366 | 1.9% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $5,280,998 | $232,291 ▼ | -4.2% | 106,579 | 1.7% | ETF |
IVV iShares Core S&P 500 ETF | $5,231,321 | $290,717 ▼ | -5.3% | 9,951 | 1.7% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $4,833,552 | $53,396 ▼ | -1.1% | 41,369 | 1.6% | ETF |
DFCF Dimensional Core Fixed Income ETF | $4,499,264 | $1,694,780 ▼ | -27.4% | 107,253 | 1.5% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $4,420,261 | | 0.0% | 123,333 | 1.5% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $4,158,850 | $3,707 ▲ | 0.1% | 83,011 | 1.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $3,992,137 | $3,157,691 ▲ | 378.4% | 65,725 | 1.3% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $3,947,105 | $1,410 ▲ | 0.0% | 47,573 | 1.3% | ETF |
GWX SPDR S&P International Small Cap ETF | $3,912,852 | | 0.0% | 120,470 | 1.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $3,892,081 | $130,423 ▼ | -3.2% | 129,305 | 1.3% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $3,779,413 | $3,724 ▲ | 0.1% | 49,729 | 1.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,464,377 | $66,663 ▲ | 2.0% | 43,030 | 1.1% | ETF |
DIMENSIONAL ETF TRUST
| $3,462,067 | $965,591 ▲ | 38.7% | 64,857 | 1.1% | GLOBAL CORE PLUS |
EFA iShares MSCI EAFE ETF | $3,401,318 | $54,385 ▼ | -1.6% | 42,591 | 1.1% | Finance |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $3,345,470 | $49,019 ▼ | -1.4% | 62,720 | 1.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,799,645 | $129,885 ▲ | 4.9% | 37,721 | 0.9% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $2,361,280 | $4,223,067 ▼ | -64.1% | 95,521 | 0.8% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $2,252,932 | $4,483 ▲ | 0.2% | 29,652 | 0.7% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $2,095,663 | | 0.0% | 16,721 | 0.7% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $2,029,214 | $1,506 ▲ | 0.1% | 47,147 | 0.7% | ETF |
DFAI Dimensional International Core Equity Market ETF | $1,843,995 | $7,416,868 ▼ | -80.1% | 61,019 | 0.6% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $1,742,602 | | 0.0% | 17,286 | 0.6% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,723,156 | $4,106 ▼ | -0.2% | 26,861 | 0.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,583,556 | $31,063 ▲ | 2.0% | 30,689 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,492,144 | $49,841 ▲ | 3.5% | 29,489 | 0.5% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,393,891 | $709,146 ▼ | -33.7% | 30,561 | 0.5% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,377,840 | $5,248 ▲ | 0.4% | 38,072 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,322,372 | $29,840 ▼ | -2.2% | 11,965 | 0.4% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $1,268,671 | $2,822,400 ▼ | -69.0% | 39,708 | 0.4% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,209,258 | $9,558,910 ▼ | -88.8% | 25,707 | 0.4% | ETF |
META Meta Platforms | $1,175,611 | $462,766 ▼ | -28.2% | 2,421 | 0.4% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $1,115,525 | $81,346 ▼ | -6.8% | 15,359 | 0.4% | ETF |
AAPL Apple | $1,093,003 | $1,103,120 ▼ | -50.2% | 6,374 | 0.4% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $989,649 | $1,200,969 ▼ | -54.8% | 1,892 | 0.3% | Finance |
BNDX Vanguard Total International Bond ETF | $968,673 | $1,197,510 ▼ | -55.3% | 19,692 | 0.3% | ETF |
MSFT Microsoft | $912,386 | $666,307 ▼ | -42.2% | 2,169 | 0.3% | Computer and Technology |
VV Vanguard Large-Cap ETF | $867,474 | $106,936 ▼ | -11.0% | 3,618 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $823,799 | $206,055 ▼ | -20.0% | 1,959 | 0.3% | Finance |
SDG iShares MSCI Global Sustainable Development Goals ETF | $818,584 | | 0.0% | 10,400 | 0.3% | Manufacturing |
DUHP Dimensional US High Profitability ETF | $738,505 | $621,896 ▼ | -45.7% | 23,363 | 0.2% | ETF |
CUBE CubeSmart | $726,731 | | 0.0% | 16,071 | 0.2% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $636,760 | $2,270,033 ▼ | -78.1% | 6,795 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $634,440 | | 0.0% | 1 | 0.2% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $569,648 | $64,102 ▲ | 12.7% | 9,713 | 0.2% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $486,859 | | 0.0% | 1,224 | 0.2% | Finance |
IWR iShares Russell Mid-Cap ETF | $483,686 | $866,548 ▼ | -64.2% | 5,752 | 0.2% | ETF |
SPXN Proshares S&P 500 EX-Financials ETF | $483,283 | | 0.0% | 4,278 | 0.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $481,534 | $32,164 ▼ | -6.3% | 4,686 | 0.2% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $473,055 | $2,330,625 ▼ | -83.1% | 11,468 | 0.2% | ETF |
AVUS Avantis U.S. Equity ETF | $446,784 | $5,114,209 ▼ | -92.0% | 4,992 | 0.1% | ETF |
AMZN Amazon.com | $443,555 | $187,595 ▼ | -29.7% | 2,459 | 0.1% | Retail/Wholesale |
IGV iShares Expanded Tech-Software Sector ETF | $437,436 | $111,960 ▼ | -20.4% | 5,130 | 0.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $410,492 | $111,938 ▼ | -21.4% | 5,354 | 0.1% | ETF |
DFAR Dimensional US Real Estate ETF | $407,940 | $3,074,695 ▼ | -88.3% | 18,236 | 0.1% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $400,710 | $25,311 ▼ | -5.9% | 11,193 | 0.1% | ETF |
PNC The PNC Financial Services Group | $393,335 | $30,219 ▼ | -7.1% | 2,434 | 0.1% | Finance |
LULU Lululemon Athletica | $390,650 | | 0.0% | 1,000 | 0.1% | Consumer Discretionary |
GOOG Alphabet | $368,470 | $1,326,949 ▼ | -78.3% | 2,420 | 0.1% | Computer and Technology |
AVDV Avantis International Small Cap Value ETF | $334,240 | $1,569,380 ▼ | -82.4% | 5,075 | 0.1% | ETF |
HD Home Depot | $320,306 | $93,598 ▼ | -22.6% | 835 | 0.1% | Retail/Wholesale |
XSD SPDR S&P Semiconductor ETF | $303,123 | $6,035 ▼ | -2.0% | 1,306 | 0.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $302,051 | $2,109,400 ▼ | -87.5% | 5,301 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $281,787 | $59,482 ▼ | -17.4% | 1,407 | 0.1% | Finance |
LLY Eli Lilly and Company | $276,176 | $314,296 ▼ | -53.2% | 355 | 0.1% | Medical |
DIHP Dimensional International High Profitability ETF | $268,215 | $309,514 ▼ | -53.6% | 9,956 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $260,338 | | 0.0% | 1,250 | 0.1% | ETF |
HASI Hannon Armstrong Sustainable Infrastructure Capital | $242,465 | | 0.0% | 8,537 | 0.1% | Finance |
WMT Walmart | $237,191 | $54,033 ▲ | 29.5% | 3,942 | 0.1% | Retail/Wholesale |
BAC Bank of America | $220,961 | $90,705 ▼ | -29.1% | 5,827 | 0.1% | Finance |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $214,587 | $888,494 ▼ | -80.5% | 8,435 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $204,889 | $174,210 ▲ | 567.9% | 1,122 | 0.1% | ETF |
DFNM Dimensional National Municipal Bond ETF | $185,965 | $1,061,977 ▼ | -85.1% | 3,867 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $185,378 | | 0.0% | 550 | 0.1% | ETF |
AVGE Avantis All Equity Markets ETF | $176,715 | $270,484 ▼ | -60.5% | 2,531 | 0.1% | ETF |
NEE NextEra Energy | $173,900 | | 0.0% | 2,721 | 0.1% | Utilities |
TRV Travelers Companies | $170,995 | | 0.0% | 743 | 0.1% | Finance |
PFM Invesco Dividend Achievers ETF | $170,280 | | 0.0% | 4,000 | 0.1% | Manufacturing |
TJX TJX Companies | $168,459 | $639,962 ▼ | -79.2% | 1,661 | 0.1% | Retail/Wholesale |
BTEK BlackRock Future Tech ETF | $161,933 | $212,508 ▼ | -56.8% | 6,314 | 0.1% | ETF |
IPG Interpublic Group of Companies | $161,193 | | 0.0% | 4,940 | 0.1% | Business Services |
MRK Merck & Co., Inc. | $151,479 | $153,590 ▼ | -50.3% | 1,148 | 0.0% | Medical |
GOOGL Alphabet | $150,930 | $114,707 ▼ | -43.2% | 1,000 | 0.0% | Computer and Technology |
