DFAC Dimensional U.S. Core Equity 2 ETF | $150,051,108 | $7,800,146 ▲ | 5.5% | 4,186,694 | 10.9% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $129,294,479 | $4,915,378 ▲ | 4.0% | 2,396,117 | 9.4% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $76,661,320 | $935,268 ▲ | 1.2% | 2,556,229 | 5.6% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $73,982,274 | $289,232 ▼ | -0.4% | 2,492,664 | 5.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $70,080,810 | $4,243,257 ▲ | 6.4% | 2,254,127 | 5.1% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $62,214,607 | $1,652,591 ▼ | -2.6% | 2,118,305 | 4.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $44,936,046 | $2,779,253 ▲ | 6.6% | 670,487 | 3.3% | ETF |
DISV Dimensional International Small Cap Value ETF | $41,503,564 | $1,088,597 ▼ | -2.6% | 1,261,123 | 3.0% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $28,324,194 | $269,316 ▲ | 1.0% | 1,369,642 | 2.1% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $25,490,879 | $236,212 ▼ | -0.9% | 1,305,885 | 1.9% | ETF |
AAPL Apple | $20,250,907 | $200,246 ▼ | -1.0% | 98,703 | 1.5% | Computer and Technology |
MSFT Microsoft | $19,091,327 | $74,115 ▼ | -0.4% | 38,381 | 1.4% | Computer and Technology |
NVDA NVIDIA | $18,130,273 | $368,274 ▲ | 2.1% | 114,756 | 1.3% | Computer and Technology |
MDYV SPDR S&P 400 Mid Cap Value ETF | $17,678,278 | $274,193 ▼ | -1.5% | 222,564 | 1.3% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $14,699,241 | $254,802 ▲ | 1.8% | 748,053 | 1.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $12,505,089 | $71,706 ▲ | 0.6% | 92,603 | 0.9% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $11,621,189 | $461,967 ▲ | 4.1% | 567,164 | 0.8% | ETF |
AMZN Amazon.com | $10,485,174 | $474,983 ▼ | -4.3% | 47,792 | 0.8% | Retail/Wholesale |
AVGO Broadcom | $10,226,538 | $11,577 ▲ | 0.1% | 37,100 | 0.7% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $10,150,891 | $134,884 ▲ | 1.3% | 415,339 | 0.7% | ETF |
NFLX Netflix | $10,068,919 | $34,817 ▼ | -0.3% | 7,519 | 0.7% | Consumer Discretionary |
JPM JPMorgan Chase & Co. | $10,039,522 | $439,791 ▲ | 4.6% | 34,630 | 0.7% | Finance |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $9,610,919 | $343,556 ▲ | 3.7% | 513,953 | 0.7% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $9,478,113 | $498,101 ▲ | 5.5% | 118,833 | 0.7% | ETF |
VTI Vanguard Total Stock Market ETF | $9,418,716 | $776,535 ▲ | 9.0% | 30,990 | 0.7% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $7,945,301 | $179,381 ▼ | -2.2% | 79,860 | 0.6% | ETF |
AXP American Express | $7,936,437 | $144,815 ▼ | -1.8% | 24,881 | 0.6% | Finance |
WMT Walmart | $7,933,206 | $165,738 ▼ | -2.0% | 81,133 | 0.6% | Retail/Wholesale |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $7,709,018 | $270,024 ▲ | 3.6% | 459,417 | 0.6% | Manufacturing |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $7,678,370 | $1,901,833 ▲ | 32.9% | 328,697 | 0.6% | Manufacturing |
DGRO iShares Core Dividend Growth ETF | $7,567,708 | $1,334,240 ▲ | 21.4% | 118,356 | 0.5% | ETF |
V Visa | $7,011,237 | $54,678 ▼ | -0.8% | 19,747 | 0.5% | Business Services |
IEFA iShares Core MSCI EAFE ETF | $6,959,445 | $8,598 ▲ | 0.1% | 83,367 | 0.5% | ETF |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $6,947,003 | $43,837 ▼ | -0.6% | 210,451 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $6,921,615 | $529,485 ▲ | 8.3% | 11,203 | 0.5% | Finance |
ORCL Oracle | $6,915,041 | $95,104 ▼ | -1.4% | 31,629 | 0.5% | Computer and Technology |
META Meta Platforms | $6,825,158 | $145,405 ▼ | -2.1% | 9,247 | 0.5% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $6,480,350 | $79,695 ▼ | -1.2% | 256,140 | 0.5% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $6,078,280 | $262,978 ▲ | 4.5% | 49,185 | 0.4% | ETF |
COST Costco Wholesale | $5,985,821 | $12,868 ▲ | 0.2% | 6,047 | 0.4% | Retail/Wholesale |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $5,961,731 | $398,687 ▲ | 7.2% | 360,661 | 0.4% | ETF |
CAT Caterpillar | $5,360,553 | $22,129 ▲ | 0.4% | 13,808 | 0.4% | Industrials |
GS The Goldman Sachs Group | $5,161,513 | $49,541 ▼ | -1.0% | 7,293 | 0.4% | Finance |
XOM Exxon Mobil | $5,090,650 | $405,760 ▲ | 8.7% | 47,223 | 0.4% | Energy |
GOOG Alphabet | $4,926,823 | $22,351 ▼ | -0.5% | 27,774 | 0.4% | Computer and Technology |
IBM International Business Machines | $4,909,003 | $43,923 ▲ | 0.9% | 16,653 | 0.4% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $4,893,448 | $24,972 ▼ | -0.5% | 81,517 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $4,595,817 | $344,218 ▲ | 8.1% | 8,091 | 0.3% | ETF |
HD Home Depot | $4,466,176 | $87,630 ▲ | 2.0% | 12,181 | 0.3% | Retail/Wholesale |
DFSI Dimensional International Sustainability Core 1 ETF | $4,423,970 | $30,700 ▲ | 0.7% | 112,255 | 0.3% | ETF |
TRV Travelers Companies | $4,182,178 | $43,341 ▲ | 1.0% | 15,632 | 0.3% | Finance |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $3,938,740 | $306,095 ▲ | 8.4% | 191,201 | 0.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,930,169 | $3,009 ▲ | 0.1% | 134,549 | 0.3% | ETF |
MCD McDonald's | $3,825,584 | $55,803 ▼ | -1.4% | 13,094 | 0.3% | Retail/Wholesale |
SPEM SPDR Portfolio Emerging Markets ETF | $3,809,050 | $513 ▼ | 0.0% | 89,121 | 0.3% | ETF |
LLY Eli Lilly and Company | $3,695,063 | $182,415 ▲ | 5.2% | 4,740 | 0.3% | Medical |
KO CocaCola | $3,651,203 | $284,133 ▲ | 8.4% | 51,607 | 0.3% | Consumer Staples |
DIA SPDR Dow Jones Industrial Average ETF Trust | $3,551,318 | | 0.0% | 8,059 | 0.3% | Finance |
IVV iShares Core S&P 500 ETF | $3,550,839 | $12,418 ▲ | 0.4% | 5,719 | 0.3% | ETF |
PG Procter & Gamble | $3,420,232 | $128,251 ▼ | -3.6% | 21,468 | 0.2% | Consumer Staples |
CSCO Cisco Systems | $3,391,300 | $140,633 ▲ | 4.3% | 48,880 | 0.2% | Computer and Technology |
AMGN Amgen | $3,243,693 | $114,201 ▲ | 3.6% | 11,617 | 0.2% | Medical |
MA Mastercard | $3,236,701 | $87,661 ▲ | 2.8% | 5,760 | 0.2% | Business Services |
SCHB Schwab US Broad Market ETF | $3,231,256 | $107,831 ▲ | 3.5% | 135,596 | 0.2% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $3,189,338 | $118,653 ▼ | -3.6% | 81,257 | 0.2% | ETF |
RTX RTX | $3,169,449 | $40,301 ▲ | 1.3% | 21,706 | 0.2% | Aerospace |
GOOGL Alphabet | $3,119,952 | $69,610 ▲ | 2.3% | 17,704 | 0.2% | Computer and Technology |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $3,100,043 | $393,640 ▲ | 14.5% | 131,581 | 0.2% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $3,047,238 | $4,910 ▼ | -0.2% | 80,064 | 0.2% | ETF |
NOW ServiceNow | $2,974,236 | $60,657 ▲ | 2.1% | 2,893 | 0.2% | Computer and Technology |
MMM 3M | $2,861,464 | $264,133 ▲ | 10.2% | 18,796 | 0.2% | Multi-Sector Conglomerates |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $2,860,380 | $401,180 ▲ | 16.3% | 116,560 | 0.2% | ETF |
UNH UnitedHealth Group | $2,851,190 | $505,096 ▼ | -15.0% | 9,139 | 0.2% | Medical |
SUSA iShares MSCI USA ESG Select ETF | $2,786,372 | $64,136 ▼ | -2.2% | 21,983 | 0.2% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $2,731,730 | $91,248 ▲ | 3.5% | 35,925 | 0.2% | ETF |
INVESCO EXCH TRD SLF IDX FD
| $2,726,737 | $212,805 ▲ | 8.5% | 128,620 | 0.2% | INVESCO BULLETSH |
VEA Vanguard FTSE Developed Markets ETF | $2,671,091 | $378,148 ▲ | 16.5% | 46,853 | 0.2% | ETF |
QQQ Invesco QQQ | $2,551,426 | $254,315 ▼ | -9.1% | 4,625 | 0.2% | Finance |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $2,510,098 | $45,602 ▲ | 1.9% | 106,949 | 0.2% | ETF |
VTV Vanguard Value ETF | $2,503,388 | $287,914 ▲ | 13.0% | 14,164 | 0.2% | ETF |
TMUS T-Mobile US | $2,436,498 | $8,101 ▼ | -0.3% | 10,226 | 0.2% | Computer and Technology |
HON Honeywell International | $2,434,371 | $63,112 ▼ | -2.5% | 10,453 | 0.2% | Multi-Sector Conglomerates |
DIS Walt Disney | $2,366,901 | $88,049 ▼ | -3.6% | 19,086 | 0.2% | Consumer Discretionary |
TXN Texas Instruments | $2,350,736 | $848,358 ▼ | -26.5% | 11,322 | 0.2% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $2,334,236 | $191,052 ▲ | 8.9% | 5,498 | 0.2% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $2,331,049 | $290,609 ▲ | 14.2% | 100,346 | 0.2% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $2,294,531 | $145,678 ▲ | 6.8% | 17,247 | 0.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,214,369 | $937,420 ▲ | 73.4% | 24,307 | 0.2% | ETF |
ABBV AbbVie | $2,186,639 | $132,164 ▲ | 6.4% | 11,780 | 0.2% | Medical |
JNJ Johnson & Johnson | $2,128,823 | $204,069 ▼ | -8.7% | 13,937 | 0.2% | Medical |
VUG Vanguard Growth ETF | $2,124,563 | $139,416 ▲ | 7.0% | 4,846 | 0.2% | ETF |
NKE NIKE | $2,111,900 | $1,336,064 ▲ | 172.2% | 29,728 | 0.2% | Consumer Discretionary |
CVX Chevron | $2,109,208 | $128,013 ▼ | -5.7% | 14,730 | 0.2% | Energy |
VWO Vanguard FTSE Emerging Markets ETF | $2,068,195 | $390,244 ▲ | 23.3% | 41,815 | 0.2% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $2,025,055 | $1,411 ▼ | -0.1% | 73,186 | 0.1% | ETF |
IWB iShares Russell 1000 ETF | $1,912,589 | $9,169 ▼ | -0.5% | 5,632 | 0.1% | ETF |
ETN Eaton | $1,893,962 | $39,986 ▲ | 2.2% | 5,305 | 0.1% | Industrials |
BAC Bank of America | $1,889,537 | $40,837 ▼ | -2.1% | 39,931 | 0.1% | Finance |
HUBB Hubbell | $1,846,014 | | 0.0% | 4,520 | 0.1% | Industrials |
DEW WisdomTree Global High Dividend Fund | $1,825,148 | $31,755 ▲ | 1.8% | 31,957 | 0.1% | Finance |