DFAC Dimensional U.S. Core Equity 2 ETF | $23,519 | $1,659 ▼ | -6.6% | 642,464 | 14.7% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $13,457 | $539 ▼ | -3.9% | 553,342 | 8.4% | ETF |
AAPL Apple | $10,486 | $7,311 ▲ | 230.3% | 51,569 | 6.5% | Computer and Technology |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $8,418 | $741 ▼ | -8.1% | 284,398 | 5.3% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $8,074 | $12 ▼ | -0.1% | 160,646 | 5.0% | Manufacturing |
MSFT Microsoft | $7,091 | $2,582 ▲ | 57.3% | 14,908 | 4.4% | Computer and Technology |
AVUS Avantis U.S. Equity ETF | $5,917 | $4,409 ▲ | 292.5% | 57,492 | 3.7% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $5,089 | $1,019 ▲ | 25.0% | 163,431 | 3.2% | ETF |
DIMENSIONAL US CORE EQUITY 1 ETF
| $4,890 | $206 ▼ | -4.1% | 71,684 | 3.1% | COM |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $4,439 | $75 ▼ | -1.7% | 177,509 | 2.8% | ETF |
SCHP Schwab U.S. TIPS ETF | $4,429 | $86 ▼ | -1.9% | 165,662 | 2.8% | ETF |
GOOG Alphabet | $4,356 | $60 ▲ | 1.4% | 22,272 | 2.7% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $3,484 | $16 ▼ | -0.5% | 51,853 | 2.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $3,065 | $70 ▼ | -2.2% | 33,390 | 1.9% | ETF |
AMZN Amazon.com | $3,036 | $210 ▲ | 7.4% | 14,351 | 1.9% | Retail/Wholesale |
VTV Vanguard Value ETF | $2,855 | $282 ▲ | 11.0% | 16,114 | 1.8% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $2,693 | $127 ▲ | 4.9% | 33,894 | 1.7% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $2,503 | $611 ▲ | 32.3% | 38,885 | 1.6% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $2,474 | $187 ▲ | 8.2% | 32,678 | 1.5% | ETF |
QQQ Invesco QQQ | $2,439 | $492 ▼ | -16.8% | 4,325 | 1.5% | Finance |
VOO Vanguard S&P 500 ETF | $2,391 | $99 ▲ | 4.3% | 4,122 | 1.5% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $2,298 | $323 ▲ | 16.3% | 76,463 | 1.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $2,067 | $1,144 ▲ | 124.1% | 59,969 | 1.3% | ETF |
DFIV Dimensional International Value ETF | $1,922 | $26 ▲ | 1.4% | 44,308 | 1.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $1,534 | $302 ▲ | 24.5% | 18,893 | 1.0% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,438 | $205 ▼ | -12.5% | 33,960 | 0.9% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,434 | $724 ▲ | 101.9% | 47,638 | 0.9% | ETF |
VTI Vanguard Total Stock Market ETF | $1,282 | $24 ▲ | 1.9% | 4,130 | 0.8% | ETF |
DFSV Dimensional US Small Cap Value ETF | $1,100 | $807 ▲ | 275.8% | 37,144 | 0.7% | ETF |
V Visa | $1,020 | $74 ▲ | 7.8% | 2,983 | 0.6% | Business Services |
SCHC Schwab International Small-Cap Equity ETF | $949 | $2 ▲ | 0.2% | 22,098 | 0.6% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $904 | $151 ▼ | -14.3% | 13,081 | 0.6% | ETF |
NVDA NVIDIA | $868 | $444 ▲ | 104.7% | 4,822 | 0.5% | Computer and Technology |
BBJP JPMorgan BetaBuilders Japan ETF | $853 | | 0.0% | 13,723 | 0.5% | ETF |
DFCF Dimensional Core Fixed Income ETF | $826 | $78 ▲ | 10.4% | 19,466 | 0.5% | ETF |
XLF Financial Select Sector SPDR Fund | $749 | $25 ▼ | -3.2% | 14,439 | 0.5% | ETF |
AVANTIS INTERNATIONAL SMALL CP EQ ETF
| $742 | $52 ▼ | -6.6% | 11,748 | 0.5% | COM |
TSLA Tesla | $634 | $121 ▲ | 23.7% | 2,053 | 0.4% | Auto/Tires/Trucks |
AVDE Avantis International Equity ETF | $621 | $458 ▲ | 280.4% | 8,383 | 0.4% | ETF |
ALLT Allot | $579 | $25 ▼ | -4.2% | 75,992 | 0.4% | Business Services |
AVNM Avantis All International Markets Equity ETF | $549 | $250 ▲ | 83.7% | 8,345 | 0.3% | ETF |
GLD SPDR Gold Shares | $539 | $75 ▲ | 16.1% | 1,734 | 0.3% | Finance |
AVEM Avantis Emerging Markets Equity ETF | $523 | $303 ▲ | 138.0% | 7,546 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $520 | $29 ▲ | 5.9% | 10,405 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $515 | $515 ▲ | New Holding | 7,010 | 0.3% | ETF |
ARES Ares Management | $479 | $1 ▲ | 0.1% | 2,543 | 0.3% | Finance |
COST Costco Wholesale | $451 | $13 ▲ | 3.1% | 473 | 0.3% | Retail/Wholesale |
MGK Vanguard Mega Cap Growth ETF | $449 | | 0.0% | 1,186 | 0.3% | ETF |
PANW Palo Alto Networks | $446 | $210 ▲ | 88.9% | 2,612 | 0.3% | Computer and Technology |
GOOGL Alphabet | $412 | $85 ▲ | 26.1% | 2,116 | 0.3% | Computer and Technology |
DHR Danaher | $406 | $6 ▲ | 1.5% | 2,058 | 0.3% | Medical |
META Meta Platforms | $406 | $89 ▲ | 28.2% | 523 | 0.3% | Computer and Technology |
BBCA JPMorgan BetaBuilders Canada ETF | $405 | $108 ▼ | -21.1% | 4,990 | 0.3% | ETF |
AVES Avantis Emerging Markets Value ETF | $391 | $69 ▲ | 21.3% | 7,237 | 0.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $378 | $63 ▲ | 19.9% | 12,901 | 0.2% | ETF |
AVANTIS EMERGING MARKETS SMALL CAP EQUITY ETF
| $377 | $73 ▲ | 23.9% | 6,249 | 0.2% | COM |
DFLV Dimensional US Large Cap Value ETF | $363 | $283 ▲ | 351.8% | 11,678 | 0.2% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $363 | | 0.0% | 886 | 0.2% | ETF |
ORCL Oracle | $334 | $87 ▲ | 35.5% | 1,325 | 0.2% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $332 | $7 ▲ | 2.3% | 1,392 | 0.2% | Computer and Technology |
PM Philip Morris International | $315 | $182 ▲ | 137.4% | 1,935 | 0.2% | Consumer Staples |
VB Vanguard Small-Cap ETF | $304 | $0 ▲ | 0.1% | 1,260 | 0.2% | ETF |
SBUX Starbucks | $298 | $15 ▲ | 5.4% | 3,322 | 0.2% | Retail/Wholesale |
MGV Vanguard Mega Cap Value ETF | $287 | | 0.0% | 2,202 | 0.2% | ETF |
HIG The Hartford Insurance Group | $287 | $5 ▼ | -1.6% | 2,276 | 0.2% | Finance |
SE SEA | $285 | $3 ▲ | 1.2% | 1,823 | 0.2% | Computer and Technology |
DFAT Dimensional U.S. Targeted Value ETF | $284 | $199 ▼ | -41.2% | 5,261 | 0.2% | ETF |
BBAX JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF | $281 | | 0.0% | 5,109 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $273 | $120 ▲ | 78.5% | 928 | 0.2% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $266 | $2 ▲ | 0.8% | 3,024 | 0.2% | ETF |
AVGO Broadcom | $264 | $158 ▲ | 149.4% | 888 | 0.2% | Computer and Technology |
DLR Digital Realty Trust | $261 | $2 ▲ | 0.7% | 1,515 | 0.2% | Finance |
SPOT Spotify Technology | $258 | $12 ▲ | 4.8% | 392 | 0.2% | Computer and Technology |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $247 | $247 ▲ | New Holding | 5,783 | 0.2% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $226 | $12 ▲ | 5.4% | 7,477 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $208 | | 0.0% | 1,006 | 0.1% | ETF |
NFLX Netflix | $206 | $32 ▲ | 18.1% | 176 | 0.1% | Consumer Discretionary |
JNJ Johnson & Johnson | $204 | $41 ▲ | 25.3% | 1,192 | 0.1% | Medical |
AVSC Avantis U.S. Small Cap Equity ETF | $0 | $551 ▼ | -100.0% | 0 | 0.0% | ETF |
COKE Coca-Cola Consolidated | $0 | $404 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
EPD Enterprise Products Partners | $0 | $201 ▼ | -100.0% | 0 | 0.0% | Energy |
BBEU JPMorgan BetaBuilders Europe ETF | $0 | $197 ▼ | -100.0% | 0 | 0.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $0 | $176 ▼ | -100.0% | 0 | 0.0% | ETF |
VERT GLOBAL SUSTAINABLE REAL ESTATE
| $0 | $176 ▼ | -100.0% | 0 | 0.0% | COM |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $0 | $166 ▼ | -100.0% | 0 | 0.0% | ETF |
SAP SAP | $0 | $165 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
PG Procter & Gamble | $0 | $164 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $0 | $153 ▼ | -100.0% | 0 | 0.0% | ETF |
RACE Ferrari | $0 | $152 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
OHI Omega Healthcare Investors | $0 | $152 ▼ | -100.0% | 0 | 0.0% | Finance |
AZN AstraZeneca | $0 | $144 ▼ | -100.0% | 0 | 0.0% | Medical |
SCHF Schwab International Equity ETF | $0 | $144 ▼ | -100.0% | 0 | 0.0% | ETF |
GS The Goldman Sachs Group | $0 | $139 ▼ | -100.0% | 0 | 0.0% | Finance |
IBM International Business Machines | $0 | $138 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
CAT Caterpillar | $0 | $134 ▼ | -100.0% | 0 | 0.0% | Industrials |
NVO Novo Nordisk A/S | $0 | $133 ▼ | -100.0% | 0 | 0.0% | Medical |
IWD iShares Russell 1000 Value ETF | $0 | $131 ▼ | -100.0% | 0 | 0.0% | ETF |
WMT Walmart | $0 | $130 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
VALU Value Line | $0 | $127 ▼ | -100.0% | 0 | 0.0% | Finance |
ACGL Arch Capital Group | $0 | $122 ▼ | -100.0% | 0 | 0.0% | Finance |
