VTI Vanguard Total Stock Market ETF | $187,334,964 | $21,329,077 ▲ | 12.8% | 500,574 | 13.0% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $166,971,352 | $266,833 ▼ | -0.2% | 3,756,386 | 11.6% | ETF |
META Meta Platforms | $130,743,929 | $76,869 ▲ | 0.1% | 180,292 | 9.0% | Communication Services |
VOO Vanguard S&P 500 ETF | $46,890,298 | $46,890,298 ▲ | New Holding | 66,904 | 3.2% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $40,913,379 | $178,881 ▼ | -0.4% | 1,105,170 | 2.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $37,726,253 | $27,454 ▲ | 0.1% | 49,469 | 2.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $37,601,553 | $932,265 ▲ | 2.5% | 532,524 | 2.6% | ETF |
AAPL Apple | $35,564,710 | $345,007 ▲ | 1.0% | 106,795 | 2.5% | Technology |
DFUV Dimensional US Marketwide Value ETF | $34,695,822 | $68,420 ▼ | -0.2% | 630,833 | 2.4% | ETF |
GOOG Alphabet | $32,405,666 | $4,100,456 ▲ | 14.5% | 95,104 | 2.2% | Communication Services |
AVDE Avantis International Equity ETF | $29,906,165 | $127,866 ▲ | 0.4% | 331,885 | 2.1% | ETF |
AVUS Avantis U.S. Equity ETF | $26,414,099 | $1,244,651 ▲ | 4.9% | 206,215 | 1.8% | ETF |
DFUS Dimensional U.S. Equity ETF | $22,131,669 | $2,332,813 ▲ | 11.8% | 266,550 | 1.5% | ETF |
VXUS Vanguard Total International Stock ETF | $20,632,005 | $285,890 ▲ | 1.4% | 242,844 | 1.4% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $20,294,051 | $168,558 ▼ | -0.8% | 305,449 | 1.4% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $18,735,869 | $942,912 ▲ | 5.3% | 471,699 | 1.3% | ETF |
DISV Dimensional International Small Cap Value ETF | $16,295,747 | $310,476 ▲ | 1.9% | 376,432 | 1.1% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $16,170,583 | $743,362 ▲ | 4.8% | 429,954 | 1.1% | ETF |
GOOGL Alphabet | $15,996,393 | $4,818,187 ▲ | 43.1% | 46,490 | 1.1% | Communication Services |
DFA INVT DIMENSIONS GROUP IN
| $15,175,048 | $15,175,048 ▲ | New Holding | 404,992 | 1.0% | U.S. SML CP VAL |
AVEM Avantis Emerging Markets Equity ETF | $14,841,097 | $73,336 ▲ | 0.5% | 157,850 | 1.0% | ETF |
DFIV Dimensional International Value ETF | $13,378,150 | $447,495 ▲ | 3.5% | 239,494 | 0.9% | ETF |
VUG Vanguard Growth ETF | $13,262,125 | $263,392 ▼ | -1.9% | 147,177 | 0.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $12,368,864 | $316,715 ▲ | 2.6% | 208,546 | 0.9% | ETF |
VNQ Vanguard Real Estate ETF | $11,078,279 | $51,089 ▲ | 0.5% | 123,600 | 0.8% | ETF |
MSFT Microsoft | $10,833,806 | $1,404,810 ▼ | -11.5% | 21,123 | 0.7% | Technology |
AMZN Amazon.com | $10,795,420 | $97,168 ▲ | 0.9% | 43,329 | 0.7% | Consumer Discretionary |
NVDA NVIDIA | $10,719,908 | $116,474 ▲ | 1.1% | 46,939 | 0.7% | Technology |
GLD SPDR Gold Shares | $10,718,276 | $10,718,276 ▲ | New Holding | 28,144 | 0.7% | ETF |
BRK.A Berkshire Hathaway | $9,711,065 | $5,229,035 ▲ | 116.7% | 13 | 0.7% | Finance |
VBR Vanguard Small-Cap Value ETF | $9,659,957 | $61,915 ▼ | -0.6% | 41,813 | 0.7% | ETF |
QQQ Invesco QQQ | $9,514,406 | $9,514,406 ▲ | New Holding | 12,861 | 0.7% | ETF |
DFA INVT DIMENSIONS GROUP IN
| $9,241,925 | $9,241,925 ▲ | New Holding | 220,518 | 0.6% | U.S. HIGH RELATI |
DFAS Dimensional U.S. Small Cap ETF | $8,750,466 | $245,112 ▲ | 2.9% | 113,026 | 0.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $8,644,212 | $18,897 ▲ | 0.2% | 182,521 | 0.6% | ETF |
ALCC AltC Acquisition | $8,268,047 | | 0.0% | 223,340 | 0.6% | |
IVV iShares Core S&P 500 ETF | $8,199,444 | $13,020 ▲ | 0.2% | 10,706 | 0.6% | ETF |
SCHB Schwab US Broad Market ETF | $7,912,479 | $114,514 ▲ | 1.5% | 269,958 | 0.5% | ETF |
EFA iShares MSCI EAFE ETF | $7,290,367 | | 0.0% | 70,174 | 0.5% | ETF |
VTV Vanguard Value ETF | $7,253,143 | $8,211 ▲ | 0.1% | 33,567 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $7,147,076 | $26,391 ▼ | -0.4% | 14,353 | 0.5% | Finance |
AVDV Avantis International Small Cap Value ETF | $6,944,801 | $31,830 ▲ | 0.5% | 63,492 | 0.5% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $5,893,765 | $12,571 ▲ | 0.2% | 65,168 | 0.4% | ETF |
AMD Advanced Micro Devices | $5,783,579 | $5,506 ▲ | 0.1% | 9,454 | 0.4% | Technology |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $5,775,199 | $43,314 ▲ | 0.8% | 117,334 | 0.4% | ETF |
VGK Vanguard FTSE Europe ETF | $5,426,245 | $7,812 ▲ | 0.1% | 62,514 | 0.4% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $5,102,943 | $14,519 ▲ | 0.3% | 73,806 | 0.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $4,987,396 | $3,500 ▲ | 0.1% | 21,377 | 0.3% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $4,900,025 | $7,195 ▼ | -0.1% | 85,129 | 0.3% | ETF |
VPL Vanguard FTSE Pacific ETF | $4,769,130 | | 0.0% | 41,181 | 0.3% | ETF |
MU Micron Technology | $4,732,620 | $481,464 ▲ | 11.3% | 4,443 | 0.3% | Technology |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $4,382,127 | $11,690 ▲ | 0.3% | 47,606 | 0.3% | ETF |
EXXONMOBIL HOLDINGS CORP
| $3,881,827 | $3,881,827 ▲ | New Holding | 23,851 | 0.3% | COM SHS |
CVX Chevron | $3,842,737 | $3,471 ▲ | 0.1% | 18,818 | 0.3% | Energy |
BND Vanguard Total Bond Market ETF | $3,813,367 | $2,596 ▼ | -0.1% | 54,360 | 0.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $3,692,239 | $5,013 ▲ | 0.1% | 89,120 | 0.3% | ETF |
VV Vanguard Large-Cap ETF | $3,647,672 | $3,167 ▲ | 0.1% | 10,367 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,450,686 | $1,126,461 ▼ | -24.6% | 44,669 | 0.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $3,217,030 | $14,949 ▲ | 0.5% | 30,773 | 0.2% | ETF |
TRNS Transcat | $3,102,304 | $348,021 ▼ | -10.1% | 35,086 | 0.2% | Industrials |
XLRE Real Estate Select Sector SPDR Fund | $3,096,642 | | 0.0% | 75,694 | 0.2% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $3,095,505 | $898,586 ▲ | 40.9% | 73,007 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $2,978,045 | $333,784 ▲ | 12.6% | 23,697 | 0.2% | ETF |
JNJ Johnson & Johnson | $2,787,041 | $22,504 ▼ | -0.8% | 10,527 | 0.2% | Healthcare |
VEU Vanguard FTSE All-World ex-US ETF | $2,781,293 | $27,463 ▲ | 1.0% | 33,522 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,744,854 | $42,569 ▼ | -1.5% | 16,507 | 0.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,738,020 | $5,064 ▲ | 0.2% | 23,249 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $2,733,268 | $14,154 ▼ | -0.5% | 28,774 | 0.2% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $2,676,000 | $3,202 ▲ | 0.1% | 20,890 | 0.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $2,674,043 | $6,054 ▲ | 0.2% | 68,024 | 0.2% | ETF |
INTC Intel | $2,637,372 | $9,258 ▲ | 0.4% | 21,936 | 0.2% | Technology |
TSLA Tesla | $2,567,050 | $355 ▼ | 0.0% | 7,235 | 0.2% | Consumer Discretionary |
IAU iShares Gold Trust | $2,489,438 | | 0.0% | 31,875 | 0.2% | ETF |
NFLX Netflix | $2,449,425 | | 0.0% | 35,203 | 0.2% | Communication Services |
PALANTIR TECHNOLOGIES INC
| $2,379,330 | $113,168 ▼ | -4.5% | 12,720 | 0.2% | CL A |
ISHARES BITCOIN TRUST ETF
| $2,298,310 | $837,776 ▼ | -26.7% | 48,549 | 0.2% | SHS BEN INT |
SPLG SPDR Portfolio S&P 500 ETF | $2,294,862 | $4,847 ▲ | 0.2% | 25,567 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,241,824 | $501 ▲ | 0.0% | 17,897 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,151,911 | $329,298 ▲ | 18.1% | 27,479 | 0.1% | ETF |
PM Philip Morris International | $2,124,521 | $13,357 ▲ | 0.6% | 11,134 | 0.1% | Consumer Staples |
DIMENSIONAL ETF TRUST
| $2,105,802 | $6,502 ▲ | 0.3% | 25,584 | 0.1% | WORLD EQUITY ETF |
AVRE Avantis Real Estate ETF | $2,052,680 | $8,559 ▲ | 0.4% | 46,284 | 0.1% | ETF |
QCOM Qualcomm | $2,005,230 | $5,337 ▲ | 0.3% | 10,896 | 0.1% | Technology |
VYM Vanguard High Dividend Yield ETF | $2,003,980 | $1,242 ▲ | 0.1% | 12,912 | 0.1% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,991,167 | $594,313 ▲ | 42.5% | 9,572 | 0.1% | ETF |
DFAU Dimensional US Core Equity Market ETF | $1,987,934 | $1,780 ▲ | 0.1% | 37,967 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $1,847,068 | $1,488 ▲ | 0.1% | 7,450 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,844,224 | $33,631 ▼ | -1.8% | 9,432 | 0.1% | ETF |
XLE Energy Select Sector SPDR Fund | $1,719,608 | $10,394 ▲ | 0.6% | 27,961 | 0.1% | ETF |
ILMN Illumina | $1,679,574 | | 0.0% | 6,137 | 0.1% | Healthcare |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,622,586 | | 0.0% | 19,220 | 0.1% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $1,600,109 | $23,811 ▲ | 1.5% | 37,632 | 0.1% | ETF |
TSM Taiwan Semiconductor Manufacturing | $1,595,753 | $4,106 ▲ | 0.3% | 3,498 | 0.1% | Technology |
JPM JPMorgan Chase & Co. | $1,592,871 | $992 ▲ | 0.1% | 4,815 | 0.1% | Finance |
CSCO Cisco Systems | $1,528,482 | $9,795 ▲ | 0.6% | 14,201 | 0.1% | Technology |
URI United Rentals | $1,501,170 | | 0.0% | 1,500 | 0.1% | Industrials |
IWM iShares Russell 2000 ETF | $1,478,122 | $11,672 ▲ | 0.8% | 5,319 | 0.1% | ETF |
AVGO Broadcom | $1,432,544 | $1,432,544 ▲ | New Holding | 4,079 | 0.1% | Technology |
VB Vanguard Small-Cap ETF | $1,382,653 | $131,437 ▲ | 10.5% | 4,860 | 0.1% | ETF |
EFG iShares MSCI EAFE Growth ETF | $1,366,266 | $16,177 ▲ | 1.2% | 11,402 | 0.1% | ETF |
