AAPL Apple | $18,696,409 | $519,844 ▼ | -2.7% | 56,142 | 4.2% | Technology |
DFCF Dimensional Core Fixed Income ETF | $16,509,581 | $745,028 ▲ | 4.7% | 411,505 | 3.7% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $14,596,716 | $1,392,115 ▲ | 10.5% | 314,097 | 3.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $13,681,068 | $27,031 ▼ | -0.2% | 187,772 | 3.1% | ETF |
MU Micron Technology | $13,605,715 | $254,561 ▼ | -1.8% | 12,774 | 3.1% | Technology |
BSV Vanguard Short-Term Bond ETF | $11,536,858 | $145,771 ▲ | 1.3% | 151,006 | 2.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $11,408,392 | $371,430 ▲ | 3.4% | 48,898 | 2.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $10,634,304 | $413,142 ▲ | 4.0% | 68,520 | 2.4% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $9,560,251 | $154,074 ▲ | 1.6% | 143,893 | 2.2% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $9,323,670 | $494,497 ▲ | 5.6% | 147,690 | 2.1% | ETF |
MSFT Microsoft | $9,050,121 | $145,151 ▲ | 1.6% | 17,645 | 2.1% | Technology |
VUG Vanguard Growth ETF | $8,551,529 | $1,316,958 ▲ | 18.2% | 94,901 | 1.9% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $8,351,670 | $2,013,940 ▲ | 31.8% | 83,768 | 1.9% | ETF |
NVDA NVIDIA | $8,114,341 | $66,002 ▲ | 0.8% | 35,530 | 1.8% | Technology |
BND Vanguard Total Bond Market ETF | $7,860,378 | $107,680 ▼ | -1.4% | 112,051 | 1.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $7,080,290 | $29,402 ▼ | -0.4% | 74,892 | 1.6% | ETF |
GOOG Alphabet | $6,852,622 | $104,266 ▼ | -1.5% | 20,111 | 1.6% | Communication Services |
DFAI Dimensional International Core Equity Market ETF | $6,451,852 | $447,071 ▲ | 7.4% | 155,729 | 1.5% | ETF |
BNDX Vanguard Total International Bond ETF | $6,421,049 | $85,210 ▲ | 1.3% | 136,997 | 1.5% | ETF |
BRK.B Berkshire Hathaway | $6,135,242 | $613,474 ▼ | -9.1% | 12,321 | 1.4% | Finance |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $6,019,040 | $239,867 ▲ | 4.2% | 119,544 | 1.4% | ETF |
Dimensional Etf Trust Global Core Plus Fixed Income
| $5,683,145 | $605,821 ▲ | 11.9% | 109,447 | 1.3% | GLOB CO PLUS ETF |
Dfa Investment Dimensions Group Inc US High Relative Profitability Portfolio Etf Class Shares
| $5,481,325 | $5,481,325 ▲ | New Holding | 130,788 | 1.2% | U.S. HIGH RELATI |
DFIV Dimensional International Value ETF | $5,348,372 | $172,216 ▲ | 3.3% | 95,746 | 1.2% | ETF |
AMZN Amazon.com | $5,152,671 | $22,423 ▲ | 0.4% | 20,681 | 1.2% | Consumer Discretionary |
VTV Vanguard Value ETF | $4,946,719 | $59,422 ▼ | -1.2% | 22,893 | 1.1% | ETF |
EBND SPDR Bloomberg Emerging Markets Local Bond ETF | $4,856,759 | $303,088 ▲ | 6.7% | 235,765 | 1.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $4,698,187 | $560,514 ▲ | 13.5% | 105,696 | 1.1% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $4,686,853 | $316,681 ▲ | 7.2% | 119,228 | 1.1% | ETF |
DFLV Dimensional US Large Cap Value ETF | $3,939,914 | $329,394 ▲ | 9.1% | 98,081 | 0.9% | ETF |
TSM Taiwan Semiconductor Manufacturing | $3,868,947 | $169,703 ▲ | 4.6% | 8,481 | 0.9% | Technology |
VO Vanguard Mid-Cap ETF | $3,864,459 | $83,909 ▼ | -2.1% | 49,279 | 0.9% | ETF |
VGT Vanguard Information Technology ETF | $3,783,924 | $238,145 ▲ | 6.7% | 30,110 | 0.9% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $3,730,777 | $695,385 ▲ | 22.9% | 95,514 | 0.8% | ETF |
VFH Vanguard Financials ETF | $3,534,285 | $59,581 ▼ | -1.7% | 27,168 | 0.8% | ETF |
DIHP Dimensional International High Profitability ETF | $3,526,332 | $454,107 ▲ | 14.8% | 104,670 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $3,339,913 | $234,420 ▲ | 7.5% | 11,740 | 0.8% | ETF |
CAT Caterpillar | $3,068,029 | $47,837 ▼ | -1.5% | 3,784 | 0.7% | Industrials |
LLY Eli Lilly and Company | $2,996,837 | $122,650 ▼ | -3.9% | 2,590 | 0.7% | Healthcare |
JNJ Johnson & Johnson | $2,984,944 | $10,854 ▲ | 0.4% | 11,275 | 0.7% | Healthcare |
JPM JPMorgan Chase & Co. | $2,842,491 | $21,173 ▼ | -0.7% | 8,592 | 0.6% | Finance |
ABBV AbbVie | $2,401,396 | $262 ▼ | 0.0% | 9,180 | 0.5% | Healthcare |
AMD Advanced Micro Devices | $2,371,182 | $73,411 ▼ | -3.0% | 3,876 | 0.5% | Technology |
META Meta Platforms | $2,320,576 | $236,409 ▲ | 11.3% | 3,200 | 0.5% | Communication Services |
RTX RTX | $2,274,213 | $19,493 ▼ | -0.8% | 12,250 | 0.5% | Industrials |
VWO Vanguard FTSE Emerging Markets ETF | $2,195,122 | $51,481 ▼ | -2.3% | 37,011 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $2,095,571 | $175,916 ▲ | 9.2% | 2,990 | 0.5% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $2,057,544 | $9,840 ▲ | 0.5% | 41,820 | 0.5% | ETF |
VHT Vanguard Health Care ETF | $2,040,612 | $115,053 ▼ | -5.3% | 6,456 | 0.5% | ETF |
MRK Merck & Co., Inc. | $2,023,878 | $4,650 ▼ | -0.2% | 13,928 | 0.5% | Healthcare |
COST Costco Wholesale | $2,005,479 | $8,193 ▼ | -0.4% | 2,203 | 0.5% | Consumer Staples |
VBR Vanguard Small-Cap Value ETF | $1,916,394 | $37,427 ▲ | 2.0% | 8,295 | 0.4% | ETF |
AMAT Applied Materials | $1,851,196 | $51,138 ▼ | -2.7% | 3,620 | 0.4% | Technology |
DE Deere & Company | $1,840,719 | $18,132 ▲ | 1.0% | 2,741 | 0.4% | Industrials |
IBB iShares Biotechnology ETF | $1,715,188 | $95,791 ▼ | -5.3% | 8,147 | 0.4% | ETF |
MRVL Marvell Technology | $1,624,892 | $37,518 ▲ | 2.4% | 6,150 | 0.4% | Technology |
CRWD CrowdStrike | $1,611,269 | $1,215,203 ▲ | 306.8% | 6,086 | 0.4% | Technology |
SPY SPDR S&P 500 ETF Trust | $1,594,659 | $1,735,746 ▼ | -52.1% | 2,091 | 0.4% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,552,218 | $67,503 ▼ | -4.2% | 34,952 | 0.4% | ETF |
TSLA Tesla | $1,536,327 | $54,996 ▼ | -3.5% | 4,330 | 0.3% | Consumer Discretionary |
VEA Vanguard FTSE Developed Markets ETF | $1,497,214 | $332,291 ▼ | -18.2% | 21,204 | 0.3% | ETF |
Walmart Inc
| $1,482,523 | $137,174 ▲ | 10.2% | 14,266 | 0.3% | COM |
VEU Vanguard FTSE All-World ex-US ETF | $1,438,202 | $212,237 ▼ | -12.9% | 17,334 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,425,108 | $200,570 ▲ | 16.4% | 27,533 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,407,495 | $138,278 ▲ | 10.9% | 18,220 | 0.3% | ETF |
HD Home Depot | $1,406,234 | $27,027 ▲ | 2.0% | 4,943 | 0.3% | Consumer Discretionary |
TIP iShares TIPS Bond ETF | $1,383,732 | $78,030 ▼ | -5.3% | 13,300 | 0.3% | ETF |
Exxonmobil Holdings Corp. Ordinary Shares
| $1,383,538 | $1,383,538 ▲ | New Holding | 8,501 | 0.3% | COM SHS |
MGK Vanguard Mega Cap Growth ETF | $1,382,894 | $20,939 ▲ | 1.5% | 14,926 | 0.3% | ETF |
FITB Fifth Third Bancorp | $1,340,117 | $11,785 ▼ | -0.9% | 26,495 | 0.3% | Finance |
QQQM Invesco NASDAQ 100 ETF | $1,332,191 | $489,557 ▼ | -26.9% | 4,373 | 0.3% | ETF |
CVX Chevron | $1,329,816 | $35,124 ▲ | 2.7% | 6,512 | 0.3% | Energy |
KO Coca-Cola | $1,233,354 | $52,337 ▼ | -4.1% | 14,328 | 0.3% | Consumer Staples |
CASY Casey's General Stores | $1,193,799 | $144,205 ▲ | 13.7% | 1,962 | 0.3% | Consumer Staples |
MELI MercadoLibre | $1,121,816 | $51,856 ▼ | -4.4% | 649 | 0.3% | Consumer Discretionary |
LMT Lockheed Martin | $1,114,239 | $5,093 ▼ | -0.5% | 2,188 | 0.3% | Industrials |
VIS Vanguard Industrials ETF | $1,103,516 | $9,295 ▲ | 0.8% | 3,443 | 0.3% | ETF |
LNT Alliant Energy | $1,091,545 | $25,320 ▼ | -2.3% | 17,244 | 0.2% | Utilities |
NTAP NetApp | $1,069,307 | $26,260 ▼ | -2.4% | 5,090 | 0.2% | Technology |
ADP Automatic Data Processing | $1,053,143 | | 0.0% | 4,081 | 0.2% | Industrials |
VZ Verizon Communications | $1,047,075 | $50,044 ▼ | -4.6% | 22,827 | 0.2% | Communication Services |
GS The Goldman Sachs Group | $1,042,617 | $35,114 ▼ | -3.3% | 1,158 | 0.2% | Finance |
INTC Intel | $1,041,192 | $26,210 ▼ | -2.5% | 8,660 | 0.2% | Technology |
IVV iShares Core S&P 500 ETF | $1,035,429 | $22,975 ▲ | 2.3% | 1,352 | 0.2% | ETF |
AMGN Amgen | $991,813 | $37,093 ▼ | -3.6% | 2,353 | 0.2% | Healthcare |
SPIP SPDR Portfolio TIPS ETF | $989,544 | $33,143 ▼ | -3.2% | 40,605 | 0.2% | ETF |
IBM International Business Machines | $979,568 | $7,478 ▼ | -0.8% | 4,454 | 0.2% | Technology |
VYMI Vanguard International High Dividend Yield ETF | $943,037 | $386,822 ▲ | 69.5% | 9,325 | 0.2% | ETF |
PG Procter & Gamble | $933,715 | $46,925 ▲ | 5.3% | 6,427 | 0.2% | Consumer Staples |
VPU Vanguard Utilities ETF | $930,924 | $256,158 ▼ | -21.6% | 5,444 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $925,365 | $34,481 ▼ | -3.6% | 2,630 | 0.2% | ETF |
AVGO Broadcom | $896,939 | $139,071 ▲ | 18.4% | 2,554 | 0.2% | Technology |
Principal Financial Group
| $877,542 | $11,196 ▼ | -1.3% | 7,838 | 0.2% | COM |
DFAU Dimensional US Core Equity Market ETF | $877,187 | $4,869 ▲ | 0.6% | 16,753 | 0.2% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $873,881 | | 0.0% | 9,620 | 0.2% | ETF |
CB Chubb | $853,131 | | 0.0% | 2,623 | 0.2% | Finance |
VIGI Vanguard International Dividend Appreciation ETF | $842,510 | $7,365 ▲ | 0.9% | 8,923 | 0.2% | ETF |
VAW Vanguard Materials ETF | $820,101 | $16,363 ▼ | -2.0% | 3,759 | 0.2% | ETF |
NEE NextEra Energy | $816,401 | $23,707 ▲ | 3.0% | 10,779 | 0.2% | Utilities |
PFE Pfizer | $799,130 | $30,659 ▼ | -3.7% | 28,020 | 0.2% | Healthcare |
