DFCF Dimensional Core Fixed Income ETF | $15,540,633 | $2,111,887 ▲ | 15.7% | 368,087 | 4.0% | ETF |
AAPL Apple | $14,874,632 | $222,320 ▼ | -1.5% | 58,610 | 3.9% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $14,294,585 | $860,866 ▲ | 6.4% | 185,211 | 3.7% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $12,596,845 | $3,227,256 ▲ | 34.4% | 263,092 | 3.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $11,507,922 | $1,262,558 ▲ | 12.3% | 146,766 | 3.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $9,911,685 | $645,180 ▲ | 7.0% | 46,088 | 2.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $9,711,361 | $566,927 ▲ | 6.2% | 65,573 | 2.5% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $8,362,600 | $890,034 ▲ | 11.9% | 127,304 | 2.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $8,357,371 | $762,265 ▲ | 10.0% | 133,825 | 2.2% | ETF |
BND Vanguard Total Bond Market ETF | $8,120,504 | $658,563 ▲ | 8.8% | 110,273 | 2.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $7,373,974 | $440,759 ▲ | 6.4% | 74,282 | 1.9% | Finance |
BRK.B Berkshire Hathaway | $6,494,598 | $109,737 ▲ | 1.7% | 13,553 | 1.7% | Finance |
BNDX Vanguard Total International Bond ETF | $6,333,663 | $241,547 ▲ | 4.0% | 131,814 | 1.6% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $6,323,710 | $187,105 ▲ | 3.0% | 61,140 | 1.6% | ETF |
MSFT Microsoft | $6,119,650 | $401,634 ▲ | 7.0% | 16,532 | 1.6% | Computer and Technology |
NVDA NVIDIA | $6,113,766 | $69,062 ▲ | 1.1% | 35,056 | 1.6% | Computer and Technology |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $6,025,036 | $650,614 ▲ | 12.1% | 113,210 | 1.6% | Manufacturing |
GOOG Alphabet | $5,785,966 | $35,571 ▲ | 0.6% | 20,170 | 1.5% | Computer and Technology |
VUG Vanguard Growth ETF | $5,507,485 | $494,883 ▲ | 9.9% | 12,609 | 1.4% | ETF |
LNT Alliant Energy | $5,240,561 | $32,507 ▲ | 0.6% | 73,029 | 1.4% | Utilities |
DFAI Dimensional International Core Equity Market ETF | $5,147,512 | $1,002,402 ▲ | 24.2% | 132,123 | 1.3% | ETF |
Dimensional Etf Trust Global Core Plus Fixed Income
| $4,742,752 | $922,041 ▲ | 24.1% | 87,845 | 1.2% | GLOBAL CORE PLUS |
MU Micron Technology | $4,671,989 | $462,165 ▼ | -9.0% | 13,829 | 1.2% | Computer and Technology |
VTV Vanguard Value ETF | $4,479,638 | $31,784 ▲ | 0.7% | 22,832 | 1.2% | ETF |
EBND SPDR Bloomberg Emerging Markets Local Bond ETF | $4,448,869 | $307,639 ▲ | 7.4% | 215,546 | 1.2% | ETF |
DFIV Dimensional International Value ETF | $4,400,269 | $349,984 ▲ | 8.6% | 83,370 | 1.1% | ETF |
AMZN Amazon.com | $4,237,045 | $123,921 ▲ | 3.0% | 20,344 | 1.1% | Retail/Wholesale |
DUHP Dimensional US High Profitability ETF | $3,796,830 | $935,468 ▲ | 32.7% | 103,287 | 1.0% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $3,504,205 | $252,155 ▲ | 7.8% | 103,491 | 0.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,470,276 | $321,411 ▲ | 10.2% | 89,302 | 0.9% | ETF |
VO Vanguard Mid-Cap ETF | $3,462,816 | $153,067 ▲ | 4.6% | 12,058 | 0.9% | ETF |
VFH Vanguard Financials ETF | $3,348,974 | $88,916 ▲ | 2.7% | 27,721 | 0.9% | ETF |
DFLV Dimensional US Large Cap Value ETF | $3,005,925 | $523,866 ▲ | 21.1% | 84,176 | 0.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,860,195 | $24,063 ▲ | 0.8% | 4,398 | 0.7% | Finance |
JNJ Johnson & Johnson | $2,780,261 | $16,377 ▲ | 0.6% | 11,374 | 0.7% | Medical |
CAT Caterpillar | $2,748,825 | $44,633 ▼ | -1.6% | 3,880 | 0.7% | Industrials |
VB Vanguard Small-Cap ETF | $2,725,540 | $129,389 ▲ | 5.0% | 10,406 | 0.7% | ETF |
TSM Taiwan Semiconductor Manufacturing | $2,695,827 | $190,942 ▲ | 7.6% | 7,977 | 0.7% | Computer and Technology |
LLY Eli Lilly and Company | $2,652,617 | $11,037 ▼ | -0.4% | 2,884 | 0.7% | Medical |
JPM JPMorgan Chase & Co. | $2,560,663 | $69,716 ▲ | 2.8% | 8,705 | 0.7% | Finance |
DFIP Dimensional Inflation-Protected Securities ETF | $2,526,855 | $924,807 ▲ | 57.7% | 60,567 | 0.7% | ETF |
RTX RTX | $2,386,173 | $386 ▼ | 0.0% | 12,370 | 0.6% | Aerospace |
VGT Vanguard Information Technology ETF | $2,303,871 | $150,010 ▲ | 7.0% | 3,302 | 0.6% | ETF |
DIHP Dimensional International High Profitability ETF | $2,265,098 | $710,290 ▲ | 45.7% | 70,301 | 0.6% | ETF |
COST Costco Wholesale | $2,224,032 | $11,957 ▼ | -0.5% | 2,232 | 0.6% | Retail/Wholesale |
IAGG iShares Core International Aggregate Bond ETF | $2,103,682 | $14,261 ▲ | 0.7% | 42,040 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,085,465 | $76,913 ▲ | 3.8% | 38,584 | 0.5% | ETF |
ABBV AbbVie | $2,000,691 | $60,680 ▲ | 3.1% | 9,199 | 0.5% | Medical |
VHT Vanguard Health Care ETF | $1,861,376 | $24,510 ▼ | -1.3% | 6,835 | 0.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,777,757 | | 0.0% | 8,183 | 0.5% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,728,793 | $6,338 ▼ | -0.4% | 36,822 | 0.4% | ETF |
MRK Merck & Co., Inc. | $1,690,315 | $5,654 ▼ | -0.3% | 14,052 | 0.4% | Medical |
TSLA Tesla | $1,667,299 | $5,948 ▲ | 0.4% | 4,485 | 0.4% | Auto/Tires/Trucks |
Walmart Inc
| $1,622,351 | $6,711 ▼ | -0.4% | 13,054 | 0.4% | COM |
HD Home Depot | $1,617,481 | $83,538 ▲ | 5.4% | 4,918 | 0.4% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $1,586,495 | $1,195 ▼ | -0.1% | 2,655 | 0.4% | ETF |
TIP iShares TIPS Bond ETF | $1,559,387 | $27,590 ▼ | -1.7% | 14,130 | 0.4% | ETF |
DE Deere & Company | $1,535,556 | $12,956 ▼ | -0.8% | 2,726 | 0.4% | Industrials |
VEA Vanguard FTSE Developed Markets ETF | $1,519,465 | $56,519 ▲ | 3.9% | 23,712 | 0.4% | ETF |
META Meta Platforms | $1,494,404 | $50,920 ▲ | 3.5% | 2,612 | 0.4% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $1,493,889 | $26,285 ▲ | 1.8% | 19,892 | 0.4% | ETF |
IBB iShares Biotechnology ETF | $1,476,931 | $27,860 ▲ | 1.9% | 8,747 | 0.4% | Finance |
XOM ExxonMobil | $1,394,945 | $359,001 ▲ | 34.7% | 8,222 | 0.4% | Energy |
VPU Vanguard Utilities ETF | $1,341,606 | $46,563 ▲ | 3.6% | 6,771 | 0.3% | ETF |
CVX Chevron | $1,324,781 | $2,483 ▲ | 0.2% | 6,403 | 0.3% | Energy |
AMAT Applied Materials | $1,287,523 | $64,940 ▼ | -4.8% | 3,767 | 0.3% | Computer and Technology |
LMT Lockheed Martin | $1,261,966 | $169,229 ▼ | -11.8% | 2,088 | 0.3% | Aerospace |
CASY Casey's General Stores | $1,259,198 | $98,989 ▼ | -7.3% | 1,730 | 0.3% | Retail/Wholesale |
FITB Fifth Third Bancorp | $1,249,774 | $17,562 ▲ | 1.4% | 26,900 | 0.3% | Finance |
QQQM Invesco NASDAQ 100 ETF | $1,225,644 | $89,108 ▲ | 7.8% | 5,158 | 0.3% | ETF |
VZ Verizon Communications | $1,211,175 | $4,267 ▼ | -0.4% | 24,127 | 0.3% | Computer and Technology |
AMD Advanced Micro Devices | $1,154,872 | $9,154 ▲ | 0.8% | 5,677 | 0.3% | Computer and Technology |
KO CocaCola | $1,136,643 | $1,445 ▼ | -0.1% | 14,946 | 0.3% | Consumer Staples |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,108,195 | $210,858 ▲ | 23.5% | 13,980 | 0.3% | ETF |
SPIP SPDR Portfolio TIPS ETF | $1,086,308 | | 0.0% | 41,765 | 0.3% | ETF |
VIS Vanguard Industrials ETF | $1,068,729 | $7,493 ▼ | -0.7% | 3,423 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,054,021 | $1,407 ▼ | -0.1% | 22,469 | 0.3% | ETF |
GS The Goldman Sachs Group | $1,016,880 | $48,221 ▲ | 5.0% | 1,202 | 0.3% | Finance |
NEE NextEra Energy | $975,797 | $12,539 ▲ | 1.3% | 10,506 | 0.3% | Utilities |
IBM International Business Machines | $956,956 | $11,877 ▲ | 1.3% | 3,948 | 0.2% | Computer and Technology |
MGK Vanguard Mega Cap Growth ETF | $954,242 | $110,232 ▲ | 13.1% | 2,597 | 0.2% | ETF |
MELI MercadoLibre | $931,942 | | 0.0% | 539 | 0.2% | Retail/Wholesale |
HON Honeywell International | $920,846 | $178,564 ▲ | 24.1% | 4,074 | 0.2% | Multi-Sector Conglomerates |
PG Procter & Gamble | $879,206 | $75,542 ▲ | 9.4% | 6,087 | 0.2% | Consumer Staples |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $866,035 | $4,697 ▼ | -0.5% | 9,220 | 0.2% | ETF |
VAW Vanguard Materials ETF | $863,954 | $15,774 ▼ | -1.8% | 3,834 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $863,544 | | 0.0% | 1,322 | 0.2% | ETF |
PFE Pfizer | $862,814 | $23,700 ▲ | 2.8% | 30,727 | 0.2% | Medical |
CB Chubb | $858,826 | $652 ▲ | 0.1% | 2,635 | 0.2% | Finance |
AMGN Amgen | $835,996 | $60,166 ▲ | 7.8% | 2,376 | 0.2% | Medical |
ADP Automatic Data Processing | $829,178 | $9,753 ▼ | -1.2% | 4,081 | 0.2% | Computer and Technology |
VV Vanguard Large-Cap ETF | $822,734 | $2,988 ▲ | 0.4% | 2,753 | 0.2% | ETF |
CRWD CrowdStrike | $801,121 | $136,643 ▲ | 20.6% | 2,052 | 0.2% | Computer and Technology |
SO Southern | $795,614 | $119,974 ▲ | 17.8% | 8,243 | 0.2% | Utilities |
MO Altria Group | $748,525 | $19,797 ▲ | 2.7% | 11,343 | 0.2% | Consumer Staples |
AEP American Electric Power | $741,257 | | 0.0% | 5,655 | 0.2% | Utilities |
Principal Financial Group
| $715,293 | | 0.0% | 7,938 | 0.2% | COM |
VIGI Vanguard International Dividend Appreciation ETF | $714,315 | $183,112 ▲ | 34.5% | 8,075 | 0.2% | ETF |
USB U.S. Bancorp | $712,173 | $156,030 ▲ | 28.1% | 13,693 | 0.2% | Finance |
UNP Union Pacific | $706,024 | | 0.0% | 2,910 | 0.2% | Transportation |
