DFAC Dimensional U.S. Core Equity 2 ETF | $166,899,592 | $3,262,944 â–¼ | -1.9% | 3,762,389 | 12.9% | ETF |
VTI Vanguard Total Stock Market ETF | $164,142,834 | $12,974,352 â–¼ | -7.3% | 443,581 | 12.7% | ETF |
META Meta Platforms | $101,496,807 | $1,239,799 â–¼ | -1.2% | 180,186 | 7.9% | Communication Services |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $40,892,489 | $393,930 â–¼ | -1.0% | 1,110,002 | 3.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $37,001,593 | $414,033 â–¼ | -1.1% | 519,321 | 2.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $36,915,016 | $190,426 â–¼ | -0.5% | 49,433 | 2.9% | ETF |
DFUV Dimensional US Marketwide Value ETF | $34,770,533 | $509,612 â–¼ | -1.4% | 632,077 | 2.7% | ETF |
AAPL Apple | $30,602,329 | $807,312 â–¼ | -2.6% | 105,759 | 2.4% | Technology |
AVDE Avantis International Equity ETF | $29,477,608 | $741,342 â–² | 2.6% | 330,466 | 2.3% | ETF |
GOOG Alphabet | $29,351,220 | $13,343,198 â–² | 83.4% | 83,070 | 2.3% | Communication Services |
AVUS Avantis U.S. Equity ETF | $25,167,512 | $163,687 â–² | 0.7% | 196,498 | 2.0% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $21,528,198 | $646,434 â–¼ | -2.9% | 307,986 | 1.7% | ETF |
VXUS Vanguard Total International Stock ETF | $20,473,031 | $943,894 â–² | 4.8% | 239,479 | 1.6% | ETF |
DFUS Dimensional U.S. Equity ETF | $19,538,897 | $544,081 â–¼ | -2.7% | 238,454 | 1.5% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $18,205,099 | $1,003,971 â–² | 5.8% | 447,960 | 1.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $15,283,653 | $3,303,213 â–² | 27.6% | 410,189 | 1.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $15,155,731 | $60,499 â–² | 0.4% | 157,070 | 1.2% | ETF |
DFSV Dimensional US Small Cap Value ETF | $14,983,428 | $32,739 â–¼ | -0.2% | 386,270 | 1.2% | ETF |
DISV Dimensional International Small Cap Value ETF | $14,818,406 | $886,231 â–² | 6.4% | 369,260 | 1.1% | ETF |
VUG Vanguard Growth ETF | $12,929,607 | $10,980,432 â–² | 563.3% | 150,100 | 1.0% | ETF |
DFIV Dimensional International Value ETF | $12,504,715 | $279,229 â–¼ | -2.2% | 231,483 | 1.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $12,129,376 | $45,424 â–¼ | -0.4% | 203,206 | 0.9% | ETF |
VNQ Vanguard Real Estate ETF | $11,863,803 | $619,564 â–¼ | -5.0% | 123,030 | 0.9% | ETF |
ALCC AltC Acquisition | $11,687,382 | $523 â–¼ | 0.0% | 223,340 | 0.9% | |
GOOGL Alphabet | $11,609,974 | $105,782 â–² | 0.9% | 32,487 | 0.9% | Communication Services |
AMZN Amazon.com | $10,234,081 | $73,647 â–¼ | -0.7% | 42,939 | 0.8% | Consumer Discretionary |
VBR Vanguard Small-Cap Value ETF | $10,225,214 | $1,456,475 â–¼ | -12.5% | 42,081 | 0.8% | ETF |
NVDA NVIDIA | $9,289,960 | $764,542 â–¼ | -7.6% | 46,429 | 0.7% | Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $9,211,741 | $1,503,543 â–¼ | -14.0% | 182,122 | 0.7% | ETF |
DUHP Dimensional US High Profitability ETF | $9,201,123 | $54,875 â–¼ | -0.6% | 220,492 | 0.7% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $9,045,883 | $388,316 â–² | 4.5% | 109,860 | 0.7% | ETF |
MSFT Microsoft | $8,901,067 | $11,191 â–¼ | -0.1% | 23,862 | 0.7% | Technology |
IVV iShares Core S&P 500 ETF | $8,005,082 | $148,284 â–¼ | -1.8% | 10,689 | 0.6% | ETF |
SCHB Schwab US Broad Market ETF | $7,704,836 | $52,649 â–¼ | -0.7% | 266,051 | 0.6% | ETF |
VTV Vanguard Value ETF | $7,307,051 | $1,784,429 â–¼ | -19.6% | 33,529 | 0.6% | ETF |
EFA iShares MSCI EAFE ETF | $7,289,713 | $217,006 â–¼ | -2.9% | 70,174 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $7,208,618 | $153,119 â–¼ | -2.1% | 14,406 | 0.6% | Finance |
AVDV Avantis International Small Cap Value ETF | $6,512,869 | $427,143 â–² | 7.0% | 63,201 | 0.5% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $5,931,305 | $52,719 â–¼ | -0.9% | 65,029 | 0.5% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $5,849,462 | $249,140 â–¼ | -4.1% | 116,454 | 0.5% | ETF |
VGK Vanguard FTSE Europe ETF | $5,527,036 | $37,275 â–² | 0.7% | 62,424 | 0.4% | ETF |
AMD Advanced Micro Devices | $5,486,695 | $559,997 â–¼ | -9.3% | 9,445 | 0.4% | Technology |
AVSC Avantis U.S. Small Cap Equity ETF | $5,397,549 | $722,841 â–² | 15.5% | 73,596 | 0.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $5,054,615 | $20,586 â–¼ | -0.4% | 21,362 | 0.4% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $4,961,755 | $303,628 â–² | 6.5% | 85,254 | 0.4% | ETF |
VPL Vanguard FTSE Pacific ETF | $4,764,188 | | 0.0% | 41,181 | 0.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $4,682,574 | $316,750 â–¼ | -6.3% | 59,251 | 0.4% | ETF |
MU Micron Technology | $4,606,351 | $921,039 â–² | 25.0% | 3,991 | 0.4% | Technology |
BRK.A Berkshire Hathaway | $4,493,100 | | 0.0% | 6 | 0.3% | Finance |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $4,310,573 | $12,075 â–² | 0.3% | 47,479 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $3,993,319 | $112,759 â–² | 2.9% | 54,397 | 0.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $3,671,223 | $10,106 â–² | 0.3% | 88,999 | 0.3% | ETF |
TRNS Transcat | $3,620,071 | | 0.0% | 39,022 | 0.3% | Industrials |
VV Vanguard Large-Cap ETF | $3,562,315 | $3,439 â–² | 0.1% | 10,358 | 0.3% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $3,332,807 | $48,565 â–² | 1.5% | 75,694 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $3,261,196 | $136,921 â–¼ | -4.0% | 30,630 | 0.3% | ETF |
XOM ExxonMobil | $3,253,521 | $1,538,645 â–¼ | -32.1% | 23,797 | 0.3% | Energy |
CVX Chevron | $3,116,412 | $252,118 â–¼ | -7.5% | 18,801 | 0.2% | Energy |
INTC Intel | $3,052,180 | $5,166 â–² | 0.2% | 21,859 | 0.2% | Technology |
TSLA Tesla | $3,043,462 | $192,635 â–¼ | -6.0% | 7,236 | 0.2% | Consumer Discretionary |
AVUV Avantis U.S. Small Cap Value ETF | $2,895,233 | $210,474 â–¼ | -6.8% | 23,206 | 0.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $2,851,868 | $369,451 â–¼ | -11.5% | 20,865 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $2,779,762 | $3,183 â–¼ | -0.1% | 33,191 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $2,760,437 | $25,674 â–² | 0.9% | 28,923 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,753,649 | $1,971 â–¼ | -0.1% | 16,763 | 0.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $2,729,043 | $4,865 â–² | 0.2% | 67,870 | 0.2% | ETF |
JNJ Johnson & Johnson | $2,695,175 | $2,794 â–² | 0.1% | 10,612 | 0.2% | Healthcare |
VGT Vanguard Information Technology ETF | $2,514,770 | $2,184,662 â–² | 661.8% | 21,041 | 0.2% | ETF |
NFLX Netflix | $2,513,494 | $23,562 â–¼ | -0.9% | 35,203 | 0.2% | Communication Services |
IAU iShares Gold Trust | $2,406,881 | $37,377 â–¼ | -1.5% | 31,875 | 0.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,242,054 | $1,041,628 â–² | 86.8% | 25,513 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,221,810 | $1,666,389 â–² | 300.0% | 17,893 | 0.2% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $2,210,767 | $43,691 â–² | 2.0% | 51,814 | 0.2% | ETF |
ISHARES BITCOIN TRUST ETF
| $2,205,329 | $1,119,975 â–² | 103.2% | 66,246 | 0.2% | SHS BEN INT |
AVRE Avantis Real Estate ETF | $2,183,769 | $167,866 â–¼ | -7.1% | 46,091 | 0.2% | ETF |
DIMENSIONAL ETF TRUST
| $2,111,571 | $9,604 â–² | 0.5% | 25,505 | 0.2% | WORLD EQUITY ETF |
VYM Vanguard High Dividend Yield ETF | $2,039,175 | $10,114 â–² | 0.5% | 12,904 | 0.2% | ETF |
QCOM Qualcomm | $2,008,186 | $27,535 â–¼ | -1.4% | 10,867 | 0.2% | Technology |
PM Philip Morris International | $2,001,664 | $96,067 â–¼ | -4.6% | 11,064 | 0.2% | Consumer Staples |
DFAU Dimensional US Core Equity Market ETF | $1,960,747 | $1,757 â–² | 0.1% | 37,933 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,923,623 | $33,804 â–² | 1.8% | 23,274 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,897,770 | $7,509 â–² | 0.4% | 9,604 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $1,804,651 | $1,212 â–² | 0.1% | 7,444 | 0.1% | ETF |
CAT Caterpillar | $1,797,054 | $157,562 â–¼ | -8.1% | 1,688 | 0.1% | Industrials |
URI United Rentals | $1,699,335 | | 0.0% | 1,500 | 0.1% | Industrials |
TSM Taiwan Semiconductor Manufacturing | $1,666,242 | $45,847 â–² | 2.8% | 3,489 | 0.1% | Technology |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $1,662,675 | $50,501 â–¼ | -2.9% | 37,072 | 0.1% | ETF |
CSCO Cisco Systems | $1,657,377 | $70,007 â–¼ | -4.1% | 14,110 | 0.1% | Technology |
IWM iShares Russell 2000 ETF | $1,585,564 | $10,216 â–¼ | -0.6% | 5,277 | 0.1% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,581,263 | $28,960 â–¼ | -1.8% | 19,220 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,575,175 | $982 â–² | 0.1% | 4,812 | 0.1% | Finance |
PALANTIR TECHNOLOGIES INC
| $1,554,661 | $268,697 â–² | 20.9% | 13,325 | 0.1% | CL A |
XLE Energy Select Sector SPDR Fund | $1,476,059 | $903 â–² | 0.1% | 27,792 | 0.1% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,428,808 | $1,489 â–² | 0.1% | 6,715 | 0.1% | ETF |
EFG iShares MSCI EAFE Growth ETF | $1,401,803 | $3,857 â–² | 0.3% | 11,267 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $1,378,832 | $5,336 â–² | 0.4% | 8,785 | 0.1% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $1,357,905 | $9,399 â–² | 0.7% | 13,292 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $1,333,094 | $3,637 â–² | 0.3% | 4,398 | 0.1% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,330,485 | $72,222 â–² | 5.7% | 13,006 | 0.1% | ETF |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $1,308,562 | $35,117 â–¼ | -2.6% | 52,280 | 0.1% | ETF |
