DFAC Dimensional U.S. Core Equity 2 ETF | $42,698 | $3,390 â–² | 8.6% | 962,620 | 15.6% | ETF |
AAPL Apple | $14,090 | $538 â–² | 4.0% | 48,696 | 5.1% | Technology |
DFIC Dimensional International Core Equity 2 ETF | $13,516 | $1,744 â–² | 14.8% | 362,790 | 4.9% | ETF |
AVUS Avantis U.S. Equity ETF | $10,342 | $37 â–² | 0.4% | 80,757 | 3.8% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $9,818 | $1,175 â–² | 13.6% | 78,710 | 3.6% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $9,291 | $898 â–² | 10.7% | 384,908 | 3.4% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $8,969 | $287 â–¼ | -3.1% | 243,478 | 3.3% | ETF |
GOOG Alphabet | $8,541 | $153 â–² | 1.8% | 24,172 | 3.1% | Communication Services |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $8,384 | $386 â–¼ | -4.4% | 340,018 | 3.1% | ETF |
DIM US CORE EQY 1
| $6,848 | $140 â–¼ | -2.0% | 83,536 | 2.5% | Exchange Traded Fund |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $6,656 | $539 â–² | 8.8% | 163,825 | 2.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $6,365 | $615 â–¼ | -8.8% | 126,725 | 2.3% | ETF |
MSFT Microsoft | $5,721 | $2,407 â–¼ | -29.6% | 15,337 | 2.1% | Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $5,126 | $998 â–² | 24.2% | 62,027 | 1.9% | ETF |
QQQ Invesco QQQ | $5,016 | $573 â–² | 12.9% | 6,812 | 1.8% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $4,940 | $253 â–² | 5.4% | 55,518 | 1.8% | ETF |
DFAI Dimensional International Core Equity Market ETF | $4,554 | $40 â–² | 0.9% | 110,423 | 1.7% | ETF |
DFUV Dimensional US Marketwide Value ETF | $4,446 | $500 â–² | 12.7% | 80,843 | 1.6% | ETF |
AVDV Avantis International Small Cap Value ETF | $4,243 | $369 â–² | 9.5% | 41,189 | 1.5% | ETF |
SCHP Schwab U.S. TIPS ETF | $4,171 | $69 â–¼ | -1.6% | 157,416 | 1.5% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $4,116 | $684 â–² | 19.9% | 52,093 | 1.5% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $3,915 | $1 â–² | 0.0% | 46,757 | 1.4% | ETF |
VTV Vanguard Value ETF | $3,911 | $30 â–² | 0.8% | 17,945 | 1.4% | ETF |
AMZN Amazon.com | $3,754 | $174 â–² | 4.9% | 15,758 | 1.4% | Consumer Discretionary |
JPMORGAN CALIFORNIA TAX FREE BND
| $3,354 | $3,354 â–² | New Holding | 66,643 | 1.2% | Exchange Traded Fund |
DFAS Dimensional U.S. Small Cap ETF | $3,339 | $9 â–² | 0.3% | 40,587 | 1.2% | ETF |
VOO Vanguard S&P 500 ETF | $3,319 | $23 â–² | 0.7% | 4,833 | 1.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,959 | $2,164 â–² | 272.0% | 23,840 | 1.1% | ETF |
DFIV Dimensional International Value ETF | $2,619 | $93 â–² | 3.7% | 48,515 | 1.0% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $2,595 | $256 â–² | 10.9% | 28,461 | 0.9% | ETF |
NVDA NVIDIA | $2,312 | $294 â–² | 14.6% | 11,583 | 0.8% | Technology |
VTI Vanguard Total Stock Market ETF | $2,273 | $27 â–² | 1.2% | 6,161 | 0.8% | ETF |
DFSV Dimensional US Small Cap Value ETF | $1,915 | $5 â–² | 0.3% | 49,391 | 0.7% | ETF |
DFCF Dimensional Core Fixed Income ETF | $1,790 | $199 â–² | 12.5% | 42,426 | 0.7% | ETF |
TSLA Tesla | $1,761 | $154 â–² | 9.6% | 4,190 | 0.6% | Consumer Discretionary |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,557 | $12 â–¼ | -0.8% | 46,020 | 0.6% | ETF |
GOOGL Alphabet | $1,278 | $125 â–¼ | -8.9% | 3,577 | 0.5% | Communication Services |
DFAT Dimensional U.S. Targeted Value ETF | $1,251 | $317 â–² | 34.0% | 17,915 | 0.5% | ETF |
DFAU Dimensional US Core Equity Market ETF | $1,242 | $3 â–² | 0.2% | 24,037 | 0.5% | ETF |
IREN IREN | $1,210 | $20 â–¼ | -1.6% | 26,480 | 0.4% | Technology |
SCHC Schwab International Small-Cap Equity ETF | $1,132 | $4 â–² | 0.3% | 23,550 | 0.4% | ETF |
AVANTIS INTL SMALL CAP EQY
| $1,127 | $133 â–² | 13.4% | 14,998 | 0.4% | Exchange Traded Fund |
V Visa | $1,099 | $18 â–¼ | -1.6% | 3,204 | 0.4% | Finance |
BBJP JPMorgan BetaBuilders Japan ETF | $1,033 | | 0.0% | 13,723 | 0.4% | ETF |
TMUS T-Mobile US | $1,029 | $1,029 â–² | New Holding | 6,137 | 0.4% | Communication Services |
AVEM Avantis Emerging Markets Equity ETF | $1,019 | $3 â–² | 0.3% | 10,567 | 0.4% | ETF |
META Meta Platforms | $1,007 | $113 â–¼ | -10.1% | 1,788 | 0.4% | Communication Services |
XLF Financial Select Sector SPDR Fund | $986 | $91 â–² | 10.2% | 18,394 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $966 | $41 â–¼ | -4.1% | 16,214 | 0.4% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $951 | $23 â–² | 2.5% | 23,658 | 0.3% | ETF |
AVES Avantis Emerging Markets Value ETF | $853 | $59 â–² | 7.4% | 13,018 | 0.3% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $826 | $9 â–² | 1.2% | 15,776 | 0.3% | ETF |
AVANTIS EMRGNG MKTS SMALL CAP EQY
| $817 | $61 â–² | 8.1% | 11,791 | 0.3% | Exchange Traded Fund |
BND Vanguard Total Bond Market ETF | $766 | $109 â–² | 16.6% | 10,439 | 0.3% | ETF |
AVDE Avantis International Equity ETF | $756 | $2 â–² | 0.2% | 8,482 | 0.3% | ETF |
TSM Taiwan Semiconductor Manufacturing | $742 | $1 â–² | 0.1% | 1,552 | 0.3% | Technology |
DFLV Dimensional US Large Cap Value ETF | $738 | $2 â–² | 0.3% | 18,681 | 0.3% | ETF |
AVNM Avantis All International Markets Equity ETF | $669 | $4 â–² | 0.6% | 8,132 | 0.2% | ETF |
ALLT Allot | $660 | $30 â–¼ | -4.4% | 74,687 | 0.2% | Technology |
TAPPALPHA S&P 500 GROWTH & DAILY INC
| $625 | $20 â–² | 3.3% | 24,453 | 0.2% | Exchange Traded Fund |
AVSC Avantis U.S. Small Cap Equity ETF | $610 | $170 â–² | 38.8% | 8,326 | 0.2% | ETF |
CAT Caterpillar | $598 | $4 â–² | 0.7% | 563 | 0.2% | Industrials |
DFUS Dimensional U.S. Equity ETF | $593 | $0 â–² | 0.0% | 7,394 | 0.2% | ETF |
COKE Coca-Cola Consolidated | $566 | $11 â–¼ | -2.0% | 2,972 | 0.2% | Consumer Staples |
MGK Vanguard Mega Cap Growth ETF | $566 | $453 â–² | 400.0% | 6,445 | 0.2% | ETF |
GLD SPDR Gold Shares | $563 | $14 â–¼ | -2.4% | 1,531 | 0.2% | ETF |
JPMORGAN LIMITED DURATION BND
| $545 | $1 â–¼ | -0.2% | 10,454 | 0.2% | Exchange Traded Fund |
ASML ASML | $541 | $30 â–² | 5.8% | 272 | 0.2% | Technology |
BRK.B Berkshire Hathaway | $531 | $113 â–² | 27.0% | 1,064 | 0.2% | Finance |
AVGO Broadcom | $511 | $62 â–¼ | -10.8% | 1,355 | 0.2% | Technology |
SUB iShares Short-Term National Muni Bond ETF | $498 | $3 â–² | 0.6% | 4,676 | 0.2% | ETF |
BBCA JPMorgan BetaBuilders Canada ETF | $496 | | 0.0% | 4,990 | 0.2% | ETF |
STX Seagate Technology | $473 | $64 â–¼ | -11.9% | 490 | 0.2% | Technology |
JPM JPMorgan Chase & Co. | $458 | $22 â–¼ | -4.6% | 1,400 | 0.2% | Finance |
JPIE JPMorgan Income ETF | $454 | $23 â–¼ | -4.7% | 9,873 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $451 | $451 â–² | New Holding | 5,862 | 0.2% | ETF |
MU Micron Technology | $425 | $425 â–² | New Holding | 368 | 0.2% | Technology |
DGRO iShares Core Dividend Growth ETF | $422 | $422 â–² | New Holding | 5,569 | 0.2% | ETF |
DHR Danaher | $419 | $3 â–² | 0.7% | 2,198 | 0.2% | Healthcare |
COST Costco Wholesale | $406 | $2 â–¼ | -0.5% | 435 | 0.1% | Consumer Staples |
VB Vanguard Small-Cap ETF | $399 | | 0.0% | 1,320 | 0.1% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $396 | $225 â–² | 131.7% | 1,738 | 0.1% | ETF |
DIM WORLD EQY
| $384 | $30 â–² | 8.4% | 4,650 | 0.1% | Exchange Traded Fund |
WALMART INC COM
| $382 | $1 â–¼ | -0.4% | 3,372 | 0.1% | Common Stock |
CIFR Cipher Mining | $380 | $1 â–² | 0.2% | 15,530 | 0.1% | Technology |
MGV Vanguard Mega Cap Value ETF | $379 | | 0.0% | 2,322 | 0.1% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $363 | $2 â–² | 0.5% | 8,545 | 0.1% | ETF |
PM Philip Morris International | $356 | $50 â–¼ | -12.2% | 1,956 | 0.1% | Consumer Staples |
AMD Advanced Micro Devices | $353 | $353 â–² | New Holding | 608 | 0.1% | Technology |
LAM RESEARCH CORP COM NEW
| $340 | $340 â–² | New Holding | 786 | 0.1% | Common Stock |
JNJ Johnson & Johnson | $330 | $57 â–¼ | -14.7% | 1,299 | 0.1% | Healthcare |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $314 | $133 â–¼ | -29.8% | 12,978 | 0.1% | ETF |
INTC Intel | $307 | $307 â–² | New Holding | 2,202 | 0.1% | Technology |
VRT Vertiv | $307 | $8 â–² | 2.7% | 919 | 0.1% | Industrials |
BBAX JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF | $305 | | 0.0% | 5,109 | 0.1% | ETF |
DIM US VECTOR EQY
| $304 | $1 â–² | 0.3% | 4,576 | 0.1% | Exchange Traded Fund |
HIG The Hartford Insurance Group | $280 | $0 â–² | 0.1% | 2,106 | 0.1% | Finance |
ARES Ares Management | $280 | $1 â–² | 0.5% | 2,516 | 0.1% | Finance |
DLR Digital Realty Trust | $279 | $2 â–² | 0.6% | 1,555 | 0.1% | Real Estate |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $275 | | 0.0% | 5,783 | 0.1% | ETF |
