DFAC Dimensional U.S. Core Equity 2 ETF | $25,902,173 | $2,854,297 ▲ | 12.4% | 722,717 | 9.7% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $20,610,227 | $1,719,371 ▲ | 9.1% | 662,921 | 7.7% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $18,982,379 | $1,230,558 ▲ | 6.9% | 351,786 | 7.1% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $15,324,053 | $1,532,309 ▲ | 11.1% | 510,972 | 5.8% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $15,156,273 | $221,324 ▲ | 1.5% | 510,656 | 5.7% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $9,077,854 | $325,008 ▼ | -3.5% | 309,086 | 3.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $7,967,077 | $6,397 ▼ | -0.1% | 272,751 | 3.0% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $6,539,356 | $38,604 ▼ | -0.6% | 81,988 | 2.5% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $5,146,147 | $7,561 ▲ | 0.1% | 51,726 | 1.9% | ETF |
SCHA Schwab US Small-Cap ETF | $4,999,263 | $135,178 ▼ | -2.6% | 197,599 | 1.9% | ETF |
DFIV Dimensional International Value ETF | $4,704,110 | $19,359 ▲ | 0.4% | 109,832 | 1.8% | ETF |
SCHX Schwab US Large-Cap ETF | $4,698,337 | $43,894 ▼ | -0.9% | 192,239 | 1.8% | ETF |
SCHB Schwab US Broad Market ETF | $4,524,894 | $1,378,710 ▲ | 43.8% | 189,882 | 1.7% | ETF |
SCHF Schwab International Equity ETF | $4,407,286 | $51,294 ▲ | 1.2% | 199,425 | 1.7% | ETF |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $4,295,275 | $3,286,575 ▲ | 325.8% | 50,196 | 1.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $4,183,493 | $288,806 ▼ | -6.5% | 21,453 | 1.6% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $3,910,710 | $51,190 ▲ | 1.3% | 48,817 | 1.5% | ETF |
AAPL Apple | $3,200,845 | $327,655 ▼ | -9.3% | 15,601 | 1.2% | Computer and Technology |
DGRO iShares Core Dividend Growth ETF | $3,055,375 | $300,262 ▲ | 10.9% | 47,785 | 1.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $3,040,500 | $28,634 ▼ | -0.9% | 36,422 | 1.1% | ETF |
BRK.A Berkshire Hathaway | $2,915,200 | | 0.0% | 4 | 1.1% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $2,867,917 | $3,631 ▲ | 0.1% | 45,015 | 1.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $2,810,323 | $132,261 ▼ | -4.5% | 106,050 | 1.1% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $2,792,756 | $917,520 ▲ | 48.9% | 99,563 | 1.0% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $2,776,494 | $207,984 ▼ | -7.0% | 6,301 | 1.0% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $2,450,315 | $32,014 ▲ | 1.3% | 88,555 | 0.9% | ETF |
DISV Dimensional International Small Cap Value ETF | $2,348,790 | $499,180 ▼ | -17.5% | 71,370 | 0.9% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,342,818 | $38,605 ▲ | 1.7% | 34,956 | 0.9% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $2,222,588 | $343,889 ▲ | 18.3% | 56,397 | 0.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,151,290 | $15,964 ▲ | 0.7% | 10,511 | 0.8% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $2,093,721 | $568,286 ▲ | 37.3% | 69,467 | 0.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,926,640 | $191,051 ▲ | 11.0% | 4,538 | 0.7% | ETF |
MSFT Microsoft | $1,801,064 | $319,415 ▼ | -15.1% | 3,620 | 0.7% | Computer and Technology |
SPEM SPDR Portfolio Emerging Markets ETF | $1,777,746 | | 0.0% | 41,594 | 0.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,773,002 | $121,743 ▼ | -6.4% | 2,869 | 0.7% | Finance |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $1,729,176 | $85,662 ▼ | -4.7% | 52,383 | 0.6% | ETF |
AXP American Express | $1,715,743 | $37,001 ▼ | -2.1% | 5,379 | 0.6% | Finance |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,672,972 | $154,652 ▲ | 10.2% | 21,062 | 0.6% | ETF |
IWB iShares Russell 1000 ETF | $1,645,347 | $9,169 ▼ | -0.6% | 4,845 | 0.6% | ETF |
QQQ Invesco QQQ | $1,418,351 | $294,042 ▼ | -17.2% | 2,571 | 0.5% | Finance |
DFAE Dimensional Emerging Core Equity Market ETF | $1,391,995 | $116,436 ▲ | 9.1% | 48,083 | 0.5% | ETF |
ISHARES BITCOIN TRUST ETF
| $1,379,368 | $86,061 ▲ | 6.7% | 22,535 | 0.5% | SHS BEN INT |
AMZN Amazon.com | $1,346,836 | $55,944 ▼ | -4.0% | 6,139 | 0.5% | Retail/Wholesale |
DFSU Dimensional US Sustainability Core 1 ETF | $1,326,334 | $142,320 ▼ | -9.7% | 33,792 | 0.5% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,284,197 | $5,876 ▼ | -0.5% | 16,611 | 0.5% | Manufacturing |
VNQ Vanguard Real Estate ETF | $1,155,358 | $25,204 ▼ | -2.1% | 12,973 | 0.4% | ETF |
IWD iShares Russell 1000 Value ETF | $1,123,449 | $86,823 ▲ | 8.4% | 5,784 | 0.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,114,873 | | 0.0% | 8,363 | 0.4% | ETF |
NVDA NVIDIA | $1,103,908 | $37,603 ▼ | -3.3% | 6,987 | 0.4% | Computer and Technology |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,043,967 | $2,546 ▼ | -0.2% | 13,940 | 0.4% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,021,355 | $10,974 ▼ | -1.1% | 11,448 | 0.4% | Manufacturing |
DFSV Dimensional US Small Cap Value ETF | $1,013,940 | $189,680 ▼ | -15.8% | 34,452 | 0.4% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $938,013 | $32,402 ▼ | -3.3% | 22,696 | 0.4% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $895,568 | $375,431 ▼ | -29.5% | 23,530 | 0.3% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $823,475 | $494 ▲ | 0.1% | 6,664 | 0.3% | ETF |
VT Vanguard Total World Stock ETF | $809,115 | $29,563 ▲ | 3.8% | 6,295 | 0.3% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $796,157 | $94,281 ▲ | 13.4% | 34,082 | 0.3% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $790,687 | $17,288 ▼ | -2.1% | 13,172 | 0.3% | ETF |
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $778,573 | $778,573 ▲ | New Holding | 36,179 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $760,723 | $3,662 ▲ | 0.5% | 11,011 | 0.3% | ETF |
GE GE Aerospace | $757,499 | $772 ▼ | -0.1% | 2,943 | 0.3% | Aerospace |
VOE Vanguard Mid-Cap Value ETF | $747,686 | $126,314 ▼ | -14.5% | 4,546 | 0.3% | ETF |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $744,055 | $6,029 ▼ | -0.8% | 11,848 | 0.3% | ETF |
QCOM QUALCOMM | $728,523 | $3,026 ▲ | 0.4% | 4,574 | 0.3% | Computer and Technology |
DFAI Dimensional International Core Equity Market ETF | $699,489 | $16,594 ▼ | -2.3% | 20,234 | 0.3% | ETF |
LLY Eli Lilly and Company | $682,881 | $205,020 ▼ | -23.1% | 876 | 0.3% | Medical |
JNJ Johnson & Johnson | $660,467 | $38,797 ▼ | -5.5% | 4,324 | 0.2% | Medical |
WMT Walmart | $655,754 | $21,024 ▲ | 3.3% | 6,706 | 0.2% | Retail/Wholesale |
AVUV Avantis U.S. Small Cap Value ETF | $649,999 | $335,522 ▲ | 106.7% | 7,135 | 0.2% | ETF |
GOOGL Alphabet | $609,352 | $158,594 ▼ | -20.7% | 3,458 | 0.2% | Computer and Technology |
FNDF Schwab Fundamental International Equity ETF | $607,304 | $18,009 ▼ | -2.9% | 15,175 | 0.2% | ETF |
TSLA Tesla | $593,390 | $24,778 ▼ | -4.0% | 1,868 | 0.2% | Auto/Tires/Trucks |
VWO Vanguard FTSE Emerging Markets ETF | $584,328 | $594 ▲ | 0.1% | 11,814 | 0.2% | ETF |
GE VERNOVA INC
| $580,478 | | 0.0% | 1,097 | 0.2% | COM |
XVV iShares ESG Select Screened S&P 500 ETF | $546,228 | | 0.0% | 11,454 | 0.2% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $540,548 | $14,529 ▲ | 2.8% | 24,035 | 0.2% | Manufacturing |
V Visa | $538,786 | $332,080 ▼ | -38.1% | 1,517 | 0.2% | Business Services |
FNDA Schwab Fundamental U.S. Small Company ETF | $523,837 | | 0.0% | 18,284 | 0.2% | ETF |
IBM International Business Machines | $519,134 | | 0.0% | 1,761 | 0.2% | Computer and Technology |
AVEM Avantis Emerging Markets Equity ETF | $519,114 | $50,308 ▲ | 10.7% | 7,574 | 0.2% | ETF |
COST Costco Wholesale | $515,764 | $3,960 ▼ | -0.8% | 521 | 0.2% | Retail/Wholesale |
VB Vanguard Small-Cap ETF | $509,802 | $85,086 ▲ | 20.0% | 2,151 | 0.2% | ETF |
AVGO Broadcom | $496,534 | $24,813 ▲ | 5.3% | 1,801 | 0.2% | Computer and Technology |
AMP Ameriprise Financial | $483,560 | | 0.0% | 906 | 0.2% | Finance |
XJR iShares ESG Select Screened S&P Small-Cap ETF | $480,969 | | 0.0% | 12,161 | 0.2% | ETF |
COP ConocoPhillips | $480,207 | $18,576 ▲ | 4.0% | 5,351 | 0.2% | Energy |
EDIV SPDR S&P Emerging Markets Dividend ETF | $478,902 | | 0.0% | 12,563 | 0.2% | ETF |
ABBV AbbVie | $464,530 | $35,448 ▼ | -7.1% | 2,503 | 0.2% | Medical |
ESGE iShares ESG Aware MSCI EM ETF | $464,260 | $87,893 ▼ | -15.9% | 11,853 | 0.2% | Manufacturing |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $450,085 | $6,077 ▲ | 1.4% | 3,333 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $445,214 | $398,413 ▼ | -47.2% | 1,465 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $430,289 | | 0.0% | 1,484 | 0.2% | Finance |
MCD McDonald's | $420,268 | $31,856 ▼ | -7.0% | 1,438 | 0.2% | Retail/Wholesale |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $417,672 | $417,672 ▲ | New Holding | 18,942 | 0.2% | Manufacturing |
META Meta Platforms | $416,973 | $132,841 ▼ | -24.2% | 565 | 0.2% | Computer and Technology |
HYXU iShares International High Yield Bond ETF | $413,226 | | 0.0% | 7,524 | 0.2% | ETF |
GOOG Alphabet | $404,957 | $159,464 ▼ | -28.3% | 2,283 | 0.2% | Computer and Technology |
KO CocaCola | $400,443 | $212 ▲ | 0.1% | 5,660 | 0.2% | Consumer Staples |
AVDV Avantis International Small Cap Value ETF | $397,828 | | 0.0% | 5,018 | 0.1% | ETF |
ORCL Oracle | $389,524 | $41,969 ▼ | -9.7% | 1,782 | 0.1% | Computer and Technology |
