DFUV Dimensional US Marketwide Value ETF | $52,160,974 | $12,643,443 â–² | 32.0% | 948,209 | 7.9% | ETF |
VOO Vanguard S&P 500 ETF | $39,959,489 | $14,350,279 â–² | 56.0% | 58,181 | 6.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $30,264,979 | $11,693,631 â–² | 63.0% | 204,066 | 4.6% | ETF |
DFIV Dimensional International Value ETF | $27,019,651 | $3,150,498 â–² | 13.2% | 500,179 | 4.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $25,387,898 | $6,683,818 â–² | 35.7% | 325,862 | 3.8% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $24,882,549 | $7,638,083 â–² | 44.3% | 521,101 | 3.8% | ETF |
DFSV Dimensional US Small Cap Value ETF | $24,616,804 | $11,117,762 â–² | 82.4% | 634,617 | 3.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $23,002,157 | $8,375,205 â–² | 57.3% | 291,056 | 3.5% | ETF |
VXUS Vanguard Total International Stock ETF | $22,518,658 | $4,587,478 â–² | 25.6% | 263,407 | 3.4% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $19,651,386 | $6,424,964 â–² | 48.6% | 407,283 | 3.0% | Manufacturing |
DFAS Dimensional U.S. Small Cap ETF | $18,659,247 | $951,357 â–¼ | -4.9% | 226,612 | 2.8% | ETF |
DFIS Dimensional International Small Cap ETF | $18,053,640 | $3,665,536 â–² | 25.5% | 515,377 | 2.7% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $17,662,493 | $4,842,495 â–² | 37.8% | 434,609 | 2.7% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $16,167,986 | $4,899,156 â–² | 43.5% | 167,648 | 2.4% | ETF |
BNDX Vanguard Total International Bond ETF | $15,564,967 | $5,296,693 â–² | 51.6% | 321,391 | 2.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $14,129,121 | $2,327,720 â–¼ | -14.1% | 18,920 | 2.1% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $10,876,033 | $29,366 â–¼ | -0.3% | 245,177 | 1.6% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $10,303,744 | $707,892 â–² | 7.4% | 205,131 | 1.6% | Manufacturing |
AAPL Apple | $10,159,855 | $439,833 â–² | 4.5% | 35,111 | 1.5% | Computer and Technology |
AVDV Avantis International Small Cap Value ETF | $10,114,202 | $3,251,141 â–² | 47.4% | 98,148 | 1.5% | ETF |
VTV Vanguard Value ETF | $8,932,339 | $635,051 â–¼ | -6.6% | 40,987 | 1.4% | ETF |
CAT Caterpillar | $8,916,646 | $23,428 â–¼ | -0.3% | 8,373 | 1.3% | Industrials |
AVLV Avantis U.S. Large Cap Value ETF | $7,441,400 | $1,055,122 â–¼ | -12.4% | 81,585 | 1.1% | ETF |
VNQ Vanguard Real Estate ETF | $6,570,195 | $1,017,920 â–² | 18.3% | 68,134 | 1.0% | ETF |
BRK.A Berkshire Hathaway | $5,990,800 | | 0.0% | 8 | 0.9% | Finance |
IGE iShares North American Natural Resources ETF | $5,860,094 | $413,036 â–² | 7.6% | 104,309 | 0.9% | ETF |
AVIV Avantis International Large Cap Value ETF | $5,630,348 | $633,061 â–¼ | -10.1% | 72,725 | 0.9% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $5,569,287 | $68,362 â–¼ | -1.2% | 79,675 | 0.8% | ETF |
DFUS Dimensional U.S. Equity ETF | $5,345,216 | $299,082 â–¼ | -5.3% | 65,233 | 0.8% | ETF |
NVDA NVIDIA | $5,230,389 | $451,206 â–² | 9.4% | 26,140 | 0.8% | Computer and Technology |
FNDC Schwab Fundamental International Small Equity ETF | $5,059,042 | $756,518 â–¼ | -13.0% | 104,181 | 0.8% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $4,906,004 | $111,445 â–¼ | -2.2% | 50,845 | 0.7% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $4,852,653 | $1,930,441 â–² | 66.1% | 108,197 | 0.7% | ETF |
VB Vanguard Small-Cap ETF | $4,846,116 | $741,452 â–¼ | -13.3% | 15,987 | 0.7% | ETF |
ABBV AbbVie | $4,789,359 | $74,987 â–¼ | -1.5% | 19,033 | 0.7% | Medical |
IXC iShares Global Energy ETF | $4,645,677 | $995,962 â–² | 27.3% | 94,559 | 0.7% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $4,180,104 | $9,542 â–¼ | -0.2% | 113,466 | 0.6% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $3,648,608 | $147,862 â–¼ | -3.9% | 54,262 | 0.6% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $3,624,532 | $1,244,795 â–¼ | -25.6% | 23,492 | 0.5% | ETF |
EEM iShares MSCI Emerging Markets ETF | $3,620,911 | $285,883 â–¼ | -7.3% | 52,930 | 0.5% | Finance |
VO Vanguard Mid-Cap ETF | $3,536,207 | $2,206,484 â–² | 165.9% | 43,890 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $3,129,112 | $32,954 â–² | 1.1% | 4,178 | 0.5% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $3,068,301 | $542,204 â–¼ | -15.0% | 36,636 | 0.5% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $2,952,512 | $606,048 â–¼ | -17.0% | 73,427 | 0.4% | ETF |
AVDE Avantis International Equity ETF | $2,855,307 | $16,056 â–¼ | -0.6% | 32,010 | 0.4% | ETF |
DFLV Dimensional US Large Cap Value ETF | $2,665,081 | $352,539 â–¼ | -11.7% | 67,402 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,638,511 | $555,046 â–¼ | -17.4% | 34,217 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,531,801 | $441,528 â–¼ | -14.8% | 10,419 | 0.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $2,483,967 | $780,635 â–² | 45.8% | 78,334 | 0.4% | ETF |
DIMENSIONAL ETF TRUST
| $2,463,838 | $2,169,924 â–¼ | -46.8% | 48,520 | 0.4% | ULTR FIX INC ETF |
IAGG iShares Core International Aggregate Bond ETF | $2,387,776 | $381,779 â–² | 19.0% | 47,189 | 0.4% | ETF |
REET iShares Global REIT ETF | $2,267,720 | $327,326 â–¼ | -12.6% | 82,104 | 0.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,175,587 | $198,246 â–¼ | -8.4% | 17,438 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,142,562 | $1,205,963 â–¼ | -36.0% | 20,124 | 0.3% | ETF |
GOOG Alphabet | $2,097,226 | $18,372 â–¼ | -0.9% | 5,936 | 0.3% | Computer and Technology |
AMZN Amazon.com | $2,073,796 | $59,585 â–¼ | -2.8% | 8,701 | 0.3% | Retail/Wholesale |
VANGUARD INSTL INDEX FD
| $1,980,005 | $1,177,801 â–¼ | -37.3% | 26,163 | 0.3% | 0 3 MO TR BI ETF |
XOM ExxonMobil | $1,913,911 | $43,340 â–¼ | -2.2% | 13,999 | 0.3% | Energy |
ICLN iShares Global Clean Energy ETF | $1,862,561 | $349,928 â–² | 23.1% | 90,901 | 0.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $1,752,775 | $1,060,122 â–¼ | -37.7% | 33,909 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $1,695,822 | $6,005 â–¼ | -0.4% | 3,389 | 0.3% | Finance |
EFA iShares MSCI EAFE ETF | $1,657,452 | $225,322 â–¼ | -12.0% | 15,955 | 0.3% | Finance |
SGOV iShares 0-3 Month Treasury Bond ETF | $1,639,524 | $852,178 â–¼ | -34.2% | 16,286 | 0.2% | ETF |
LII Lennox International | $1,622,542 | $99,690 â–¼ | -5.8% | 2,832 | 0.2% | Construction |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $1,612,342 | $1,587,150 â–¼ | -49.6% | 38,018 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,602,056 | $426,808 â–¼ | -21.0% | 16,786 | 0.2% | Manufacturing |
MSFT Microsoft | $1,569,740 | $313,351 â–¼ | -16.6% | 4,208 | 0.2% | Computer and Technology |
TER Teradyne | $1,490,711 | | 0.0% | 3,081 | 0.2% | Computer and Technology |
DFAR Dimensional US Real Estate ETF | $1,480,116 | $311,175 â–¼ | -17.4% | 56,579 | 0.2% | ETF |
DISV Dimensional International Small Cap Value ETF | $1,462,136 | $1,043 â–² | 0.1% | 36,435 | 0.2% | ETF |
AVSF Avantis Short-Term Fixed Income ETF | $1,391,411 | $282,064 â–¼ | -16.9% | 29,879 | 0.2% | ETF |
DFCF Dimensional Core Fixed Income ETF | $1,386,456 | $1,129,907 â–¼ | -44.9% | 32,847 | 0.2% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,382,320 | $402,825 â–¼ | -22.6% | 26,375 | 0.2% | Manufacturing |
AVSC Avantis U.S. Small Cap Equity ETF | $1,379,262 | $147,343 â–¼ | -9.7% | 18,806 | 0.2% | ETF |
GNR SPDR S&P Global Natural Resources ETF | $1,296,975 | $44,626 â–¼ | -3.3% | 19,269 | 0.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $1,288,924 | $957,237 â–¼ | -42.6% | 31,247 | 0.2% | ETF |
GOOGL Alphabet | $1,227,790 | $5,360 â–² | 0.4% | 3,436 | 0.2% | Computer and Technology |
ABT Abbott Laboratories | $1,137,017 | $998 â–² | 0.1% | 12,530 | 0.2% | Medical |
VDE Vanguard Energy ETF | $1,093,563 | $210,035 â–¼ | -16.1% | 7,284 | 0.2% | ETF |
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | $1,017,104 | $3,499 â–² | 0.3% | 20,639 | 0.2% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,000,915 | $309,040 â–¼ | -23.6% | 13,075 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,000,280 | $834,357 â–¼ | -45.5% | 6,330 | 0.2% | Financial Services |
AVUS Avantis U.S. Equity ETF | $995,300 | $47,517 â–¼ | -4.6% | 7,771 | 0.2% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $942,643 | $112,842 â–¼ | -10.7% | 18,637 | 0.1% | ETF |
COMSCORE INC
| $934,721 | | 0.0% | 126,656 | 0.1% | COM NEW |
VTEB Vanguard Tax-Exempt Bond ETF | $915,263 | $7,638 â–² | 0.8% | 18,095 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $914,146 | $202,308 â–¼ | -18.1% | 9,236 | 0.1% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $911,803 | $182,707 â–¼ | -16.7% | 15,276 | 0.1% | ETF |
MCD McDonald's | $907,810 | $31,089 â–¼ | -3.3% | 3,358 | 0.1% | Retail/Wholesale |
QQQ Invesco QQQ | $851,162 | $488,166 â–¼ | -36.4% | 1,156 | 0.1% | Finance |
INTC Intel | $820,139 | | 0.0% | 5,874 | 0.1% | Computer and Technology |
AON AON | $764,214 | $6,634 â–¼ | -0.9% | 2,304 | 0.1% | Finance |
JPM JPMorgan Chase & Co. | $755,805 | $311,946 â–¼ | -29.2% | 2,309 | 0.1% | Finance |
DUHP Dimensional US High Profitability ETF | $746,435 | $83 â–² | 0.0% | 17,887 | 0.1% | ETF |
XLE Energy Select Sector SPDR Fund | $743,625 | $82,053 â–¼ | -9.9% | 14,002 | 0.1% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $733,046 | $18,911 â–¼ | -2.5% | 15,234 | 0.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $727,147 | $170,374 â–¼ | -19.0% | 8,856 | 0.1% | Manufacturing |
ESGU iShares ESG Aware MSCI USA ETF | $693,142 | | 0.0% | 4,235 | 0.1% | Manufacturing |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $691,411 | $371,016 â–¼ | -34.9% | 13,727 | 0.1% | Manufacturing |
KR Kroger | $686,339 | $3,832 â–² | 0.6% | 12,360 | 0.1% | Retail/Wholesale |
