DFAC Dimensional U.S. Core Equity 2 ETF | $34,833,094 | | 0.0% | 785,237 | 11.0% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $28,362,743 | | 0.0% | 405,762 | 8.9% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $26,918,917 | | 0.0% | 722,462 | 8.5% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $22,122,801 | | 0.0% | 544,360 | 7.0% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $21,586,015 | | 0.0% | 505,917 | 6.8% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $8,985,219 | $1,363 ▲ | 0.0% | 243,898 | 2.8% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $7,492,429 | | 0.0% | 68,669 | 2.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $6,054,958 | | 0.0% | 178,929 | 1.9% | ETF |
AAPL Apple | $5,778,584 | | 0.0% | 19,970 | 1.8% | Technology |
SCHB Schwab US Broad Market ETF | $4,835,233 | | 0.0% | 166,962 | 1.5% | ETF |
SCHA Schwab US Small-Cap ETF | $4,653,394 | | 0.0% | 128,796 | 1.5% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $4,307,540 | | 0.0% | 31,516 | 1.4% | ETF |
DFIV Dimensional International Value ETF | $3,746,026 | $1,134 ▲ | 0.0% | 69,345 | 1.2% | ETF |
IWB iShares Russell 1000 ETF | $3,669,847 | | 0.0% | 8,962 | 1.2% | ETF |
DGRO iShares Core Dividend Growth ETF | $3,515,258 | | 0.0% | 46,382 | 1.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $3,431,154 | | 0.0% | 35,527 | 1.1% | ETF |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $3,424,525 | | 0.0% | 29,187 | 1.1% | ETF |
SCHF Schwab International Equity ETF | $3,349,782 | | 0.0% | 120,931 | 1.1% | ETF |
BRK.A Berkshire Hathaway | $2,995,400 | | 0.0% | 4 | 0.9% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $2,976,204 | | 0.0% | 36,145 | 0.9% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $2,915,372 | | 0.0% | 29,688 | 0.9% | ETF |
SCHD Schwab US Dividend Equity ETF | $2,861,784 | | 0.0% | 90,249 | 0.9% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $2,769,875 | | 0.0% | 5,302 | 0.9% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,730,022 | $729 ▲ | 0.0% | 11,235 | 0.9% | ETF |
SCHX Schwab US Large-Cap ETF | $2,690,781 | | 0.0% | 91,430 | 0.8% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,596,892 | | 0.0% | 31,693 | 0.8% | ETF |
QQQ Invesco QQQ | $2,472,625 | | 0.0% | 3,358 | 0.8% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $2,438,967 | | 0.0% | 70,065 | 0.8% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $2,400,995 | | 0.0% | 53,237 | 0.8% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $2,396,938 | | 0.0% | 65,011 | 0.8% | ETF |
DISV Dimensional International Small Cap Value ETF | $2,033,130 | | 0.0% | 50,664 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,032,157 | | 0.0% | 2,721 | 0.6% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $2,004,478 | | 0.0% | 38,711 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $1,941,013 | | 0.0% | 3,879 | 0.6% | Finance |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $1,918,416 | | 0.0% | 48,347 | 0.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,771,892 | | 0.0% | 18,681 | 0.6% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $1,760,067 | | 0.0% | 37,745 | 0.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,713,204 | | 0.0% | 10,841 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,651,113 | | 0.0% | 13,297 | 0.5% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,555,100 | | 0.0% | 16,294 | 0.5% | ETF |
AMZN Amazon.com | $1,540,392 | | 0.0% | 6,463 | 0.5% | Consumer Discretionary |
GOOG Alphabet | $1,540,149 | | 0.0% | 4,359 | 0.5% | Communication Services |
AXP American Express | $1,508,879 | | 0.0% | 4,461 | 0.5% | Finance |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $1,413,853 | | 0.0% | 28,925 | 0.4% | ETF |
NVDA NVIDIA | $1,354,458 | | 0.0% | 6,769 | 0.4% | Technology |
DFAE Dimensional Emerging Core Equity Market ETF | $1,333,853 | | 0.0% | 33,172 | 0.4% | ETF |
GE VERNOVA INC
| $1,288,822 | | 0.0% | 1,097 | 0.4% | COM |
SCHE Schwab Emerging Markets Equity ETF | $1,282,460 | | 0.0% | 35,368 | 0.4% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,276,052 | | 0.0% | 22,815 | 0.4% | ETF |
IWD iShares Russell 1000 Value ETF | $1,247,406 | | 0.0% | 5,145 | 0.4% | ETF |
MSFT Microsoft | $1,221,498 | | 0.0% | 3,275 | 0.4% | Technology |
IWM iShares Russell 2000 ETF | $1,215,867 | | 0.0% | 4,047 | 0.4% | ETF |
GOOGL Alphabet | $1,187,887 | | 0.0% | 3,324 | 0.4% | Communication Services |
JNJ Johnson & Johnson | $1,187,281 | | 0.0% | 4,675 | 0.4% | Healthcare |
VXUS Vanguard Total International Stock ETF | $1,138,738 | | 0.0% | 13,320 | 0.4% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,087,317 | | 0.0% | 10,576 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,065,489 | | 0.0% | 4,503 | 0.3% | ETF |
LLY Eli Lilly and Company | $1,062,817 | | 0.0% | 886 | 0.3% | Healthcare |
WALMART INC
| $1,014,970 | | 0.0% | 8,961 | 0.3% | COM |
GLD SPDR Gold Shares | $984,312 | | 0.0% | 2,672 | 0.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $955,662 | | 0.0% | 7,660 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $922,885 | | 0.0% | 11,141 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $906,120 | | 0.0% | 2,768 | 0.3% | Finance |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $891,918 | | 0.0% | 11,848 | 0.3% | ETF |
GE GE Aerospace | $890,973 | | 0.0% | 2,384 | 0.3% | Industrials |
QCOM Qualcomm | $858,539 | | 0.0% | 4,646 | 0.3% | Technology |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $846,799 | | 0.0% | 9,327 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $796,791 | | 0.0% | 4,850 | 0.3% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $794,454 | | 0.0% | 5,378 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $793,937 | | 0.0% | 13,301 | 0.3% | ETF |
TSLA Tesla | $749,930 | | 0.0% | 1,783 | 0.2% | Consumer Discretionary |
IWV iShares Russell 3000 ETF | $738,525 | | 0.0% | 1,732 | 0.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $729,731 | | 0.0% | 3,693 | 0.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $720,286 | | 0.0% | 7,465 | 0.2% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $700,389 | | 0.0% | 30,598 | 0.2% | ETF |
ISHARES BITCOIN TRUST ETF
| $695,761 | | 0.0% | 20,900 | 0.2% | SHS BEN INT |
CSCO Cisco Systems | $691,202 | | 0.0% | 5,885 | 0.2% | Technology |
PEP PepsiCo | $690,868 | | 0.0% | 5,102 | 0.2% | Consumer Staples |
VT Vanguard Total World Stock ETF | $686,455 | | 0.0% | 4,374 | 0.2% | ETF |
AVGO Broadcom | $684,981 | | 0.0% | 1,813 | 0.2% | Technology |
FNDA Schwab Fundamental U.S. Small Company ETF | $670,656 | | 0.0% | 17,621 | 0.2% | ETF |
XVV iShares ESG Select Screened S&P 500 ETF | $650,473 | | 0.0% | 11,454 | 0.2% | ETF |
XJR iShares ESG Select Screened S&P Small-Cap ETF | $641,445 | | 0.0% | 12,161 | 0.2% | ETF |
IOO iShares Global 100 ETF | $633,851 | | 0.0% | 4,640 | 0.2% | ETF |
ABBV AbbVie | $629,750 | | 0.0% | 2,503 | 0.2% | Healthcare |
INTC Intel | $629,592 | | 0.0% | 4,509 | 0.2% | Technology |
AMERICAN HEALTHCARE REIT INC
| $625,435 | | 0.0% | 11,993 | 0.2% | COM SHS |
EMR Emerson Electric | $608,171 | | 0.0% | 4,248 | 0.2% | Industrials |
ESGE iShares ESG Aware MSCI EM ETF | $605,140 | | 0.0% | 11,065 | 0.2% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $603,227 | | 0.0% | 5,476 | 0.2% | ETF |
NUE Nucor | $601,871 | | 0.0% | 2,702 | 0.2% | Materials |
MRK Merck & Co., Inc. | $587,702 | | 0.0% | 4,574 | 0.2% | Healthcare |
COP ConocoPhillips | $553,700 | | 0.0% | 5,326 | 0.2% | Energy |
CAT Caterpillar | $551,031 | | 0.0% | 517 | 0.2% | Industrials |
DFAI Dimensional International Core Equity Market ETF | $548,847 | | 0.0% | 13,305 | 0.2% | ETF |
V Visa | $530,929 | | 0.0% | 1,547 | 0.2% | Finance |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $530,438 | | 0.0% | 23,712 | 0.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $517,105 | | 0.0% | 5,018 | 0.2% | ETF |
EDIV SPDR S&P Emerging Markets Dividend ETF | $513,853 | | 0.0% | 12,546 | 0.2% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $490,301 | | 0.0% | 2,745 | 0.2% | ETF |
