DFAC Dimensional U.S. Core Equity 2 ETF | $198,046,838 | $290,070 â–² | 0.1% | 4,464,536 | 12.5% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $178,168,573 | $606,243 â–² | 0.3% | 2,548,907 | 11.2% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $105,375,559 | $3,555,406 â–¼ | -3.3% | 2,469,715 | 6.6% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $100,077,412 | $874,207 â–¼ | -0.9% | 2,462,535 | 6.3% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $91,730,684 | $1,979,512 â–² | 2.2% | 2,461,908 | 5.8% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $57,925,522 | $4,621,873 â–¼ | -7.4% | 1,572,354 | 3.6% | ETF |
DISV Dimensional International Small Cap Value ETF | $48,577,006 | $422,649 â–¼ | -0.9% | 1,210,491 | 3.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $29,464,126 | $2,187,305 â–² | 8.0% | 359,582 | 1.9% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $25,641,936 | $898,189 â–¼ | -3.4% | 1,313,287 | 1.6% | ETF |
AAPL Apple | $20,457,398 | $341,444 â–¼ | -1.6% | 70,699 | 1.3% | Technology |
NVDA NVIDIA | $16,980,845 | $1,451,053 â–¼ | -7.9% | 84,866 | 1.1% | Technology |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $16,717,393 | $201,093 â–² | 1.2% | 852,276 | 1.1% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $15,849,450 | $171,982 â–² | 1.1% | 778,269 | 1.0% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $13,966,441 | $386,797 â–¼ | -2.7% | 147,248 | 0.9% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $12,689,155 | $424,829 â–² | 3.5% | 683,131 | 0.8% | ETF |
AVGO Broadcom | $12,459,607 | $401,545 â–¼ | -3.1% | 32,984 | 0.8% | Technology |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $12,282,686 | $341,323 â–² | 2.9% | 737,920 | 0.8% | ETF |
CAT Caterpillar | $11,761,133 | $434,493 â–¼ | -3.6% | 11,044 | 0.7% | Industrials |
MSFT Microsoft | $11,708,272 | $166,739 â–¼ | -1.4% | 31,388 | 0.7% | Technology |
SLYV SPDR S&P 600 Small Cap Value ETF | $11,604,250 | $528,636 â–¼ | -4.4% | 106,354 | 0.7% | ETF |
SCHX Schwab US Large-Cap ETF | $10,003,806 | $622,885 â–¼ | -5.9% | 339,919 | 0.6% | ETF |
SCHA Schwab US Small-Cap ETF | $9,304,904 | $148,422 â–¼ | -1.6% | 257,540 | 0.6% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $9,184,344 | $1,243,317 â–² | 15.7% | 401,238 | 0.6% | ETF |
AMZN Amazon.com | $9,047,700 | $148,725 â–² | 1.7% | 37,961 | 0.6% | Consumer Discretionary |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $8,997,695 | $375,577 â–² | 4.4% | 549,142 | 0.6% | ETF |
GOOG Alphabet | $8,753,967 | $244,501 â–² | 2.9% | 24,776 | 0.6% | Communication Services |
JPM JPMorgan Chase & Co. | $8,570,898 | $221,605 â–¼ | -2.5% | 26,184 | 0.5% | Finance |
WALMART INC
| $8,529,864 | $61,047 â–² | 0.7% | 75,312 | 0.5% | COM |
DGRO iShares Core Dividend Growth ETF | $7,817,013 | $395,095 â–¼ | -4.8% | 103,140 | 0.5% | ETF |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $7,800,143 | $451,015 â–² | 6.1% | 380,309 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,681,447 | $63,477 â–¼ | -0.8% | 10,286 | 0.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $7,650,609 | $42,206 â–² | 0.6% | 79,215 | 0.5% | ETF |
AXP American Express | $7,192,241 | $135,301 â–¼ | -1.8% | 21,263 | 0.5% | Finance |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $7,034,047 | $181,854 â–¼ | -2.5% | 177,269 | 0.4% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $6,607,240 | $893,030 â–¼ | -11.9% | 44,725 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $6,550,513 | $156,586 â–² | 2.4% | 9,538 | 0.4% | ETF |
GS The Goldman Sachs Group | $6,486,514 | $81,916 â–¼ | -1.2% | 6,414 | 0.4% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $6,115,085 | $111,337 â–¼ | -1.8% | 73,818 | 0.4% | ETF |
INVESCO EXCH TRD SLF IDX FD
| $6,036,007 | $405,204 â–² | 7.2% | 286,678 | 0.4% | BUL 2033 COR ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $5,810,763 | $400,490 â–² | 7.4% | 259,757 | 0.4% | ETF |
MU Micron Technology | $5,799,163 | $28,857 â–¼ | -0.5% | 5,024 | 0.4% | Technology |
XOM ExxonMobil | $5,759,971 | $33,223 â–¼ | -0.6% | 42,130 | 0.4% | Energy |
IJS iShares S&P Small-Cap 600 Value ETF | $5,636,929 | $61,096 â–¼ | -1.1% | 41,242 | 0.4% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $5,519,259 | $905,991 â–² | 19.6% | 249,289 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $5,476,819 | $720,079 â–² | 15.1% | 14,801 | 0.3% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $5,392,217 | $151,584 â–² | 2.9% | 60,580 | 0.3% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $5,365,477 | $634,713 â–² | 13.4% | 247,828 | 0.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $5,153,509 | $320,906 â–² | 6.6% | 152,290 | 0.3% | ETF |
V Visa | $5,137,371 | $122,825 â–² | 2.4% | 14,974 | 0.3% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,095,496 | $450,429 â–² | 9.7% | 31,019 | 0.3% | ETF |
IBTM iShares iBonds Dec 2032 Term Treasury ETF | $4,996,416 | $706,699 â–² | 16.5% | 220,155 | 0.3% | ETF |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | $4,944,422 | $457,646 â–² | 10.2% | 253,041 | 0.3% | ETF |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | $4,886,203 | $636,066 â–² | 15.0% | 242,011 | 0.3% | ETF |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $4,864,968 | $55,543 â–² | 1.2% | 206,624 | 0.3% | ETF |
GOOGL Alphabet | $4,858,149 | $164,035 â–² | 3.5% | 13,594 | 0.3% | Communication Services |
CSCO Cisco Systems | $4,852,978 | $111,822 â–¼ | -2.3% | 41,316 | 0.3% | Technology |
NFLX Netflix | $4,842,848 | $171,788 â–¼ | -3.4% | 67,827 | 0.3% | Communication Services |
BRK.B Berkshire Hathaway | $4,621,102 | $125,598 â–² | 2.8% | 9,235 | 0.3% | Finance |
LLY Eli Lilly and Company | $4,577,320 | $308,273 â–¼ | -6.3% | 3,816 | 0.3% | Healthcare |
IBM International Business Machines | $4,520,107 | $262,647 â–² | 6.2% | 16,074 | 0.3% | Technology |
META Meta Platforms | $4,519,820 | $14,082 â–² | 0.3% | 8,024 | 0.3% | Communication Services |
AMD Advanced Micro Devices | $4,434,087 | $30,788 â–¼ | -0.7% | 7,633 | 0.3% | Technology |
QQQ Invesco QQQ | $4,299,605 | $1,473 â–² | 0.0% | 5,839 | 0.3% | ETF |
SCHB Schwab US Broad Market ETF | $4,181,827 | $27,367 â–² | 0.7% | 144,400 | 0.3% | ETF |
COST Costco Wholesale | $4,122,384 | $69,221 â–¼ | -1.7% | 4,407 | 0.3% | Consumer Staples |
IVE iShares S&P 500 Value ETF | $4,080,841 | $217,291 â–² | 5.6% | 17,973 | 0.3% | ETF |
TRV Travelers Companies | $3,984,645 | $87,484 â–¼ | -2.1% | 12,070 | 0.3% | Finance |
JNJ Johnson & Johnson | $3,983,136 | $1,270 â–¼ | 0.0% | 15,683 | 0.3% | Healthcare |
INVESCO EXCH TRD SLF IDX FD
| $3,846,492 | $809,012 â–² | 26.6% | 186,136 | 0.2% | BULL 2034 CO ETF |
KO CocaCola | $3,753,726 | $77,938 â–² | 2.1% | 46,188 | 0.2% | Consumer Staples |
VWO Vanguard FTSE Emerging Markets ETF | $3,708,325 | $582,578 â–² | 18.6% | 62,126 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,674,050 | $272,244 â–² | 8.0% | 51,566 | 0.2% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $3,632,354 | $550,626 â–¼ | -13.2% | 80,540 | 0.2% | ETF |
ORCL Oracle | $3,624,825 | $181,871 â–¼ | -4.8% | 24,734 | 0.2% | Technology |
IVV iShares Core S&P 500 ETF | $3,614,885 | $375,942 â–¼ | -9.4% | 4,827 | 0.2% | ETF |
COHR Coherent | $3,554,175 | $3,945 â–² | 0.1% | 9,010 | 0.2% | Technology |
DFSU Dimensional US Sustainability Core 1 ETF | $3,514,597 | $484,206 â–² | 16.0% | 75,372 | 0.2% | ETF |
INTC Intel | $3,426,241 | $319,613 â–¼ | -8.5% | 24,538 | 0.2% | Technology |
IJT iShares S&P Small-Cap 600 Growth ETF | $3,370,125 | $22,682 â–² | 0.7% | 18,870 | 0.2% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $3,308,960 | $105,527 â–² | 3.3% | 6,334 | 0.2% | ETF |
RTX RTX | $3,273,066 | $55,402 â–¼ | -1.7% | 17,251 | 0.2% | Industrials |
HD Home Depot | $3,087,246 | $12,696 â–¼ | -0.4% | 8,754 | 0.2% | Consumer Discretionary |
MMM 3M | $3,076,489 | $244,487 â–² | 8.6% | 19,001 | 0.2% | Industrials |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $3,044,861 | $158,712 â–¼ | -5.0% | 62,293 | 0.2% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $2,954,008 | $76,050 â–² | 2.6% | 124,958 | 0.2% | ETF |
VTV Vanguard Value ETF | $2,898,762 | $29,203 â–² | 1.0% | 13,301 | 0.2% | ETF |
MCD McDonald's | $2,887,613 | $168,667 â–¼ | -5.5% | 10,683 | 0.2% | Consumer Discretionary |
AMGN Amgen | $2,829,981 | $80,029 â–² | 2.9% | 7,815 | 0.2% | Healthcare |
SPEM SPDR Portfolio Emerging Markets ETF | $2,687,091 | $14,447 â–¼ | -0.5% | 51,894 | 0.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $2,672,856 | | 0.0% | 27,218 | 0.2% | ETF |
IWB iShares Russell 1000 ETF | $2,651,420 | $156,424 â–² | 6.3% | 6,475 | 0.2% | ETF |
DFIV Dimensional International Value ETF | $2,622,263 | $906,896 â–² | 52.9% | 48,542 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $2,597,238 | $531,148 â–² | 25.7% | 93,763 | 0.2% | ETF |
UNH UnitedHealth Group | $2,592,957 | $190,763 â–¼ | -6.9% | 6,239 | 0.2% | Healthcare |
DFAS Dimensional U.S. Small Cap ETF | $2,585,027 | $777,608 â–² | 43.0% | 31,395 | 0.2% | ETF |
MA Mastercard | $2,583,922 | $223,930 â–¼ | -8.0% | 5,031 | 0.2% | Finance |
VUG Vanguard Growth ETF | $2,570,835 | $2,155,298 â–² | 518.7% | 29,845 | 0.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,528,973 | $142,349 â–¼ | -5.3% | 20,271 | 0.2% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $2,520,058 | $26,628 â–¼ | -1.0% | 107,511 | 0.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $2,376,623 | $226,250 â–² | 10.5% | 74,949 | 0.1% | ETF |
