DFUV Dimensional US Marketwide Value ETF | $34,812,208 | $8,642,937 ▲ | 33.0% | 718,370 | 6.5% | ETF |
DFIV Dimensional International Value ETF | $23,321,240 | $2,596,720 ▲ | 12.5% | 441,858 | 4.4% | ETF |
VOO Vanguard S&P 500 ETF | $22,280,608 | $8,724,734 ▲ | 64.4% | 37,287 | 4.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $18,824,133 | $1,756,698 ▲ | 10.3% | 240,073 | 3.5% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $17,291,433 | $2,330,607 ▲ | 15.6% | 361,141 | 3.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $16,940,760 | $1,151,738 ▼ | -6.4% | 238,166 | 3.2% | ETF |
VXUS Vanguard Total International Stock ETF | $16,173,497 | $4,365,578 ▲ | 37.0% | 209,746 | 3.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $15,566,078 | $7,814,738 ▲ | 100.8% | 125,220 | 2.9% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $14,671,385 | $2,321,345 ▲ | 18.8% | 185,081 | 2.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $14,331,526 | $1,294,825 ▼ | -8.3% | 22,037 | 2.7% | Finance |
DFIS Dimensional International Small Cap ETF | $13,829,524 | $4,677,136 ▲ | 51.1% | 410,737 | 2.6% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $13,284,010 | $3,524,401 ▲ | 36.1% | 274,123 | 2.5% | Manufacturing |
DFSV Dimensional US Small Cap Value ETF | $12,194,023 | $8,495,341 ▲ | 229.7% | 348,003 | 2.3% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $10,975,548 | $4,255,880 ▲ | 63.3% | 116,848 | 2.1% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $10,898,911 | $3,631,761 ▲ | 50.0% | 315,453 | 2.0% | ETF |
BNDX Vanguard Total International Bond ETF | $10,187,708 | $5,013,875 ▲ | 96.9% | 212,023 | 1.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $9,553,314 | $253,290 ▲ | 2.7% | 245,839 | 1.8% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $9,542,360 | $8,345,656 ▲ | 697.4% | 191,038 | 1.8% | Manufacturing |
VTV Vanguard Value ETF | $8,613,382 | $669,239 ▲ | 8.4% | 43,901 | 1.6% | ETF |
AAPL Apple | $8,525,175 | $51,266 ▲ | 0.6% | 33,591 | 1.6% | Computer and Technology |
AVLV Avantis U.S. Large Cap Value ETF | $7,509,079 | $1,681,851 ▼ | -18.3% | 93,153 | 1.4% | ETF |
AVDV Avantis International Small Cap Value ETF | $6,650,618 | $3,902,054 ▲ | 142.0% | 66,599 | 1.3% | ETF |
IGE iShares North American Natural Resources ETF | $6,102,473 | $453,042 ▲ | 8.0% | 96,957 | 1.1% | ETF |
AVIV Avantis International Large Cap Value ETF | $6,053,874 | $790,277 ▼ | -11.5% | 80,902 | 1.1% | ETF |
CAT Caterpillar | $5,947,311 | $44,631 ▼ | -0.7% | 8,395 | 1.1% | Industrials |
BRK.A Berkshire Hathaway | $5,745,120 | $718,140 ▼ | -11.1% | 8 | 1.1% | Finance |
FNDC Schwab Fundamental International Small Equity ETF | $5,552,081 | $1,504,569 ▼ | -21.3% | 119,760 | 1.0% | ETF |
VNQ Vanguard Real Estate ETF | $5,107,168 | $868,107 ▲ | 20.5% | 57,578 | 1.0% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $5,036,798 | $503,286 ▼ | -9.1% | 80,653 | 0.9% | ETF |
DFUS Dimensional U.S. Equity ETF | $4,884,507 | $403,479 ▲ | 9.0% | 68,883 | 0.9% | ETF |
VB Vanguard Small-Cap ETF | $4,827,948 | $362,496 ▼ | -7.0% | 18,433 | 0.9% | ETF |
VO Vanguard Mid-Cap ETF | $4,739,520 | $1,897,359 ▼ | -28.6% | 16,504 | 0.9% | ETF |
DIMENSIONAL ETF TRUST
| $4,627,393 | $827,334 ▼ | -15.2% | 91,252 | 0.9% | ULTRASHORT FIXED |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $4,601,161 | $1,298,414 ▼ | -22.0% | 31,560 | 0.9% | ETF |
IXC iShares Global Energy ETF | $4,279,699 | $679,399 ▲ | 18.9% | 74,287 | 0.8% | ETF |
ABBV AbbVie | $4,204,229 | $194,650 ▲ | 4.9% | 19,331 | 0.8% | Medical |
AVEM Avantis Emerging Markets Equity ETF | $4,190,186 | $487,431 ▼ | -10.4% | 52,000 | 0.8% | ETF |
NVDA NVIDIA | $4,165,553 | $3,488 ▼ | -0.1% | 23,885 | 0.8% | Computer and Technology |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $3,863,232 | $279,810 ▲ | 7.8% | 113,725 | 0.7% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $3,708,928 | $312,159 ▼ | -7.8% | 56,461 | 0.7% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $3,349,569 | $1,051,486 ▼ | -23.9% | 31,451 | 0.6% | ETF |
EEM iShares MSCI Emerging Markets ETF | $3,243,207 | $66,842 ▼ | -2.0% | 57,109 | 0.6% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $3,237,562 | $702,185 ▼ | -17.8% | 43,110 | 0.6% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $3,191,966 | $1,422,511 ▼ | -30.8% | 75,442 | 0.6% | ETF |
VANGUARD INSTL INDEX FD
| $3,156,579 | $2,481,553 ▲ | 367.6% | 41,726 | 0.6% | 0-3 MO TREAS BIL |
DFAE Dimensional Emerging Core Equity Market ETF | $2,996,580 | $859,605 ▼ | -22.3% | 88,499 | 0.6% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $2,896,142 | $1,434,091 ▲ | 98.1% | 65,155 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,796,738 | $81,441 ▲ | 3.0% | 41,415 | 0.5% | ETF |
AVDE Avantis International Equity ETF | $2,731,004 | $12,132 ▼ | -0.4% | 32,190 | 0.5% | ETF |
DFLV Dimensional US Large Cap Value ETF | $2,725,308 | $78,633 ▲ | 3.0% | 76,318 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $2,700,401 | $1,012,487 ▲ | 60.0% | 4,134 | 0.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,658,240 | $202,040 ▲ | 8.2% | 12,236 | 0.5% | ETF |
DFCF Dimensional Core Fixed Income ETF | $2,516,979 | $735,892 ▼ | -22.6% | 59,616 | 0.5% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $2,491,454 | $1,373,516 ▼ | -35.5% | 24,751 | 0.5% | ETF |
DFAU Dimensional US Core Equity Market ETF | $2,455,321 | $709,642 ▼ | -22.4% | 54,418 | 0.5% | ETF |
XOM ExxonMobil | $2,428,819 | $2,206 ▲ | 0.1% | 14,316 | 0.5% | Energy |
REET iShares Global REIT ETF | $2,362,959 | $386,831 ▲ | 19.6% | 93,955 | 0.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $2,121,474 | $589,188 ▼ | -21.7% | 54,453 | 0.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,101,944 | $477,127 ▼ | -18.5% | 19,027 | 0.4% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,983,786 | $90,973 ▲ | 4.8% | 39,644 | 0.4% | ETF |
MSFT Microsoft | $1,868,689 | $91,065 ▲ | 5.1% | 5,048 | 0.4% | Computer and Technology |
AMZN Amazon.com | $1,864,225 | $29,574 ▼ | -1.6% | 8,951 | 0.4% | Retail/Wholesale |
IXUS iShares Core MSCI Total International Stock ETF | $1,841,769 | $64,633 ▼ | -3.4% | 21,258 | 0.3% | Manufacturing |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,790,228 | $1,158,568 ▼ | -39.3% | 34,061 | 0.3% | Manufacturing |
EFA iShares MSCI EAFE ETF | $1,760,380 | $72,362 ▲ | 4.3% | 18,124 | 0.3% | Finance |
VYM Vanguard High Dividend Yield ETF | $1,719,384 | $862,802 ▼ | -33.4% | 11,610 | 0.3% | ETF |
GOOG Alphabet | $1,717,597 | $8,605 ▼ | -0.5% | 5,988 | 0.3% | Computer and Technology |
AVSF Avantis Short-Term Fixed Income ETF | $1,681,783 | $167,074 ▼ | -9.0% | 35,936 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,648,015 | $330,487 ▲ | 25.1% | 53,716 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $1,629,759 | | 0.0% | 3,401 | 0.3% | Finance |
DFAR Dimensional US Real Estate ETF | $1,619,403 | $242,837 ▼ | -13.0% | 68,474 | 0.3% | ETF |
VDE Vanguard Energy ETF | $1,502,550 | $407,867 ▼ | -21.3% | 8,683 | 0.3% | ETF |
GNR SPDR S&P Global Natural Resources ETF | $1,488,318 | $154,417 ▼ | -9.4% | 19,932 | 0.3% | ETF |
DISV Dimensional International Small Cap Value ETF | $1,435,989 | $242,046 ▲ | 20.3% | 36,409 | 0.3% | ETF |
LII Lennox International | $1,395,133 | | 0.0% | 3,006 | 0.3% | Construction |
ICLN iShares Global Clean Energy ETF | $1,350,221 | $215,108 ▲ | 19.0% | 73,823 | 0.3% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $1,296,746 | $337,908 ▲ | 35.2% | 20,815 | 0.2% | ETF |
ABT Abbott Laboratories | $1,285,354 | $211,300 ▼ | -14.1% | 12,519 | 0.2% | Medical |
EFV iShares MSCI EAFE Value ETF | $1,272,243 | $85,649 ▼ | -6.3% | 17,112 | 0.2% | ETF |
MUB iShares National Muni Bond ETF | $1,178,122 | $1,658,860 ▼ | -58.5% | 11,099 | 0.2% | ETF |
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | $1,134,529 | $72,756 ▼ | -6.0% | 20,568 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,119,747 | $583,102 ▼ | -34.2% | 11,280 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $1,087,837 | $191,542 ▼ | -15.0% | 14,772 | 0.2% | ETF |
MCD McDonald's | $1,079,499 | $35,745 ▲ | 3.4% | 3,473 | 0.2% | Retail/Wholesale |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $1,065,004 | $166,115 ▼ | -13.5% | 21,093 | 0.2% | Manufacturing |
ICSH iShares Ultra Short-Term Bond Active ETF | $1,056,341 | $44,090 ▼ | -4.0% | 20,868 | 0.2% | ETF |
QQQ Invesco QQQ | $1,049,612 | $577 ▲ | 0.1% | 1,819 | 0.2% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $991,133 | $137,614 ▼ | -12.2% | 18,337 | 0.2% | ETF |
GOOGL Alphabet | $983,769 | $11,215 ▼ | -1.1% | 3,421 | 0.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $959,550 | | 0.0% | 3,262 | 0.2% | Finance |
XLE Energy Select Sector SPDR Fund | $952,419 | $34,245 ▼ | -3.5% | 15,547 | 0.2% | ETF |
TER Teradyne | $913,393 | | 0.0% | 3,081 | 0.2% | Computer and Technology |
AVUS Avantis U.S. Equity ETF | $905,223 | $329,314 ▼ | -26.7% | 8,142 | 0.2% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $902,567 | $33,688 ▲ | 3.9% | 10,931 | 0.2% | Manufacturing |
VTEB Vanguard Tax-Exempt Bond ETF | $895,223 | $5,089 ▲ | 0.6% | 17,944 | 0.2% | ETF |
KR Kroger | $889,376 | $4,486 ▲ | 0.5% | 12,291 | 0.2% | Retail/Wholesale |
COMSCORE INC
| $878,993 | | 0.0% | 126,656 | 0.2% | COM NEW |
SCHP Schwab U.S. TIPS ETF | $759,246 | $486,091 ▼ | -39.0% | 28,532 | 0.1% | ETF |
AON AON | $750,141 | $598,757 ▼ | -44.4% | 2,324 | 0.1% | Finance |
SCHC Schwab International Small-Cap Equity ETF | $730,391 | $56,694 ▼ | -7.2% | 15,627 | 0.1% | ETF |
