DFAC Dimensional U.S. Core Equity 2 ETF | $26,526,380 | $1,348,832 ▼ | -4.8% | 687,746 | 8.5% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $21,504,338 | $232,842 ▼ | -1.1% | 655,820 | 6.9% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $20,519,144 | $41,678 ▲ | 0.2% | 352,502 | 6.6% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $16,811,342 | $434,612 ▲ | 2.7% | 524,208 | 5.4% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $15,839,628 | $455,261 ▼ | -2.8% | 496,696 | 5.1% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $9,160,584 | $538,511 ▼ | -5.6% | 291,925 | 2.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $8,555,187 | $148,318 ▼ | -1.7% | 268,103 | 2.8% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $7,265,798 | $2,482 ▼ | 0.0% | 81,960 | 2.3% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $5,725,920 | $5,530 ▲ | 0.1% | 51,776 | 1.8% | ETF |
SCHA Schwab US Small-Cap ETF | $5,348,599 | $164,415 ▼ | -3.0% | 191,706 | 1.7% | ETF |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $5,117,562 | $337,933 ▲ | 7.1% | 53,745 | 1.6% | ETF |
SCHX Schwab US Large-Cap ETF | $5,064,991 | $1,422 ▲ | 0.0% | 192,293 | 1.6% | ETF |
SCHB Schwab US Broad Market ETF | $4,894,984 | $13,138 ▲ | 0.3% | 190,393 | 1.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $4,681,959 | $204,534 ▲ | 4.6% | 22,433 | 1.5% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $4,291,287 | $157,422 ▲ | 3.8% | 50,676 | 1.4% | ETF |
IWB iShares Russell 1000 ETF | $4,282,253 | $2,511,534 ▲ | 141.8% | 11,717 | 1.4% | ETF |
SCHF Schwab International Equity ETF | $4,209,478 | $433,123 ▼ | -9.3% | 180,820 | 1.4% | ETF |
AAPL Apple | $4,087,124 | $114,585 ▲ | 2.9% | 16,051 | 1.3% | Computer and Technology |
DFIV Dimensional International Value ETF | $4,081,837 | $983,598 ▼ | -19.4% | 88,505 | 1.3% | ETF |
EMXF iShares ESG Advanced MSCI EM ETF | $3,879,586 | $3,582,953 ▲ | 1,207.9% | 85,692 | 1.2% | ETF |
DGRO iShares Core Dividend Growth ETF | $3,817,259 | $564,045 ▲ | 17.3% | 56,070 | 1.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $3,498,994 | $603,823 ▲ | 20.9% | 128,168 | 1.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $3,173,361 | $6,636 ▼ | -0.2% | 36,346 | 1.0% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $3,063,584 | $18,142 ▼ | -0.6% | 44,750 | 1.0% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,047,796 | $96,745 ▲ | 3.3% | 102,827 | 1.0% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $2,923,455 | $1,391 ▲ | 0.0% | 6,304 | 0.9% | Finance |
VYM Vanguard High Dividend Yield ETF | $2,872,280 | $1,693,515 ▲ | 143.7% | 20,378 | 0.9% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $2,556,103 | $21,716 ▼ | -0.8% | 87,809 | 0.8% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,536,074 | $3,912 ▲ | 0.2% | 35,010 | 0.8% | ETF |
DISV Dimensional International Small Cap Value ETF | $2,344,440 | $202,794 ▼ | -8.0% | 65,688 | 0.8% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,311,523 | $2,311,523 ▲ | New Holding | 27,482 | 0.7% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $2,310,613 | $1,147 ▲ | 0.0% | 56,425 | 0.7% | ETF |
BRK.A Berkshire Hathaway | $2,262,600 | $754,200 ▼ | -25.0% | 3 | 0.7% | Finance |
IWF iShares Russell 1000 Growth ETF | $2,115,224 | $10,304 ▼ | -0.5% | 4,516 | 0.7% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,990,416 | $327,693 ▼ | -14.1% | 59,647 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,954,572 | $43,302 ▲ | 2.3% | 2,934 | 0.6% | Finance |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $1,881,527 | $12,656 ▼ | -0.7% | 52,033 | 0.6% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,843,258 | $103,779 ▼ | -5.3% | 39,377 | 0.6% | ETF |
MSFT Microsoft | $1,818,787 | $56,465 ▼ | -3.0% | 3,511 | 0.6% | Computer and Technology |
AXP American Express | $1,786,968 | $332 ▲ | 0.0% | 5,380 | 0.6% | Finance |
VIG Vanguard Dividend Appreciation ETF | $1,771,793 | $496,301 ▼ | -21.9% | 8,211 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,766,200 | $9,425 ▲ | 0.5% | 21,175 | 0.6% | ETF |
IWD iShares Russell 1000 Value ETF | $1,746,078 | $568,453 ▲ | 48.3% | 8,576 | 0.6% | ETF |
ISHARES BITCOIN TRUST ETF
| $1,565,005 | $100,230 ▲ | 6.8% | 24,077 | 0.5% | SHS BEN INT |
QQQ Invesco QQQ | $1,534,324 | $9,608 ▼ | -0.6% | 2,555 | 0.5% | Finance |
IWV iShares Russell 3000 ETF | $1,404,731 | $1,404,731 ▲ | New Holding | 3,707 | 0.5% | ETF |
NVDA NVIDIA | $1,402,933 | $99,263 ▲ | 7.6% | 7,519 | 0.5% | Computer and Technology |
DFSU Dimensional US Sustainability Core 1 ETF | $1,370,443 | $64,814 ▼ | -4.5% | 32,266 | 0.4% | ETF |
AMZN Amazon.com | $1,348,380 | $439 ▲ | 0.0% | 6,141 | 0.4% | Retail/Wholesale |
IXUS iShares Core MSCI Total International Stock ETF | $1,345,559 | $26,178 ▼ | -1.9% | 16,294 | 0.4% | Manufacturing |
DFAE Dimensional Emerging Core Equity Market ETF | $1,331,629 | $184,454 ▼ | -12.2% | 42,233 | 0.4% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $1,322,368 | $355,513 ▲ | 36.8% | 32,182 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $1,264,521 | $1,008,278 ▲ | 393.5% | 5,226 | 0.4% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,221,491 | $1,221,491 ▲ | New Holding | 15,282 | 0.4% | ETF |
GLD SPDR Gold Shares | $1,130,040 | $712,718 ▲ | 170.8% | 3,179 | 0.4% | Finance |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,124,261 | | 0.0% | 13,940 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $1,115,078 | $816,953 ▲ | 274.0% | 2,218 | 0.4% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,066,910 | $2,510 ▲ | 0.2% | 11,475 | 0.3% | Manufacturing |
DFSV Dimensional US Small Cap Value ETF | $1,053,458 | $43,493 ▼ | -4.0% | 33,086 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $1,044,386 | $563,548 ▲ | 117.2% | 3,182 | 0.3% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,035,546 | $12,397 ▲ | 1.2% | 22,971 | 0.3% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $1,012,547 | $216,220 ▲ | 27.2% | 43,336 | 0.3% | Manufacturing |
VXUS Vanguard Total International Stock ETF | $992,359 | $183,501 ▲ | 22.7% | 13,509 | 0.3% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $983,054 | $983,054 ▲ | New Holding | 8,819 | 0.3% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $916,825 | $276,749 ▲ | 43.2% | 16,922 | 0.3% | ETF |
WMT Walmart | $912,433 | $221,280 ▲ | 32.0% | 8,853 | 0.3% | Retail/Wholesale |
GE GE Aerospace | $885,314 | | 0.0% | 2,943 | 0.3% | Aerospace |
VT Vanguard Total World Stock ETF | $868,719 | $1,378 ▲ | 0.2% | 6,305 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $857,060 | $11,206 ▼ | -1.3% | 13,002 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $845,983 | $845,983 ▲ | New Holding | 16,896 | 0.3% | ETF |
JNJ Johnson & Johnson | $844,731 | $43,015 ▲ | 5.4% | 4,556 | 0.3% | Medical |
GOOGL Alphabet | $840,593 | | 0.0% | 3,458 | 0.3% | Computer and Technology |
TSLA Tesla | $830,738 | | 0.0% | 1,868 | 0.3% | Auto/Tires/Trucks |
IJJ iShares S&P Mid-Cap 400 Value ETF | $828,098 | $36,320 ▼ | -4.2% | 6,384 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $796,829 | $3,143 ▲ | 0.4% | 4,564 | 0.3% | ETF |
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $780,382 | | 0.0% | 36,179 | 0.3% | ETF |
QCOM QUALCOMM | $764,595 | $3,660 ▲ | 0.5% | 4,596 | 0.2% | Computer and Technology |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $756,258 | | 0.0% | 11,848 | 0.2% | ETF |
BLV Vanguard Long-Term Bond ETF | $755,616 | $755,616 ▲ | New Holding | 10,665 | 0.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $736,070 | $582 ▲ | 0.1% | 20,250 | 0.2% | ETF |
MUB iShares National Muni Bond ETF | $723,494 | $723,494 ▲ | New Holding | 6,794 | 0.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $698,801 | $11,346 ▼ | -1.6% | 7,021 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $692,104 | $144,983 ▲ | 26.5% | 2,721 | 0.2% | ETF |
LLY Eli Lilly and Company | $679,880 | $11,446 ▲ | 1.7% | 891 | 0.2% | Medical |
GE VERNOVA INC
| $674,546 | | 0.0% | 1,097 | 0.2% | COM |
IUSV iShares Core S&P U.S. Value ETF | $658,629 | $658,629 ▲ | New Holding | 6,590 | 0.2% | Manufacturing |
FNDF Schwab Fundamental International Equity ETF | $651,918 | | 0.0% | 15,175 | 0.2% | ETF |
AVGO Broadcom | $594,273 | | 0.0% | 1,801 | 0.2% | Computer and Technology |
XVV iShares ESG Select Screened S&P 500 ETF | $590,124 | | 0.0% | 11,454 | 0.2% | ETF |
META Meta Platforms | $580,205 | $165,248 ▲ | 39.8% | 790 | 0.2% | Computer and Technology |
ABBV AbbVie | $579,449 | | 0.0% | 2,503 | 0.2% | Medical |
FNDA Schwab Fundamental U.S. Small Company ETF | $569,730 | | 0.0% | 18,284 | 0.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $562,340 | $6,534 ▼ | -1.1% | 7,487 | 0.2% | ETF |
IBM International Business Machines | $558,702 | $61,796 ▲ | 12.4% | 1,980 | 0.2% | Computer and Technology |
GOOG Alphabet | $556,056 | | 0.0% | 2,283 | 0.2% | Computer and Technology |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $541,270 | | 0.0% | 24,035 | 0.2% | Manufacturing |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $534,980 | $534,980 ▲ | New Holding | 24,406 | 0.2% | Manufacturing |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $530,261 | $530,261 ▲ | New Holding | 22,955 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $520,538 | $5,905 ▲ | 1.1% | 11,989 | 0.2% | Manufacturing |
V Visa | $518,042 | | 0.0% | 1,517 | 0.2% | Business Services |
