ISHARES BITCOIN TRUST ETF
| $28,103,838 | $277,587 ▲ | 1.0% | 459,138 | 14.2% | SHS BEN INT |
FIDELITY WISE ORIGIN BITCOIN
| $10,554,383 | $2,981,729 ▲ | 39.4% | 112,293 | 5.3% | SHS |
IVV iShares Core S&P 500 ETF | $9,699,594 | $111,761 ▲ | 1.2% | 15,622 | 4.9% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $7,659,774 | $58,990 ▲ | 0.8% | 165,688 | 3.9% | Manufacturing |
CALAMOS ETF TR
| $6,850,464 | $62,441 ▼ | -0.9% | 267,805 | 3.5% | CALLMOS BIT STRU |
DFAC Dimensional U.S. Core Equity 2 ETF | $5,866,062 | $779,626 ▲ | 15.3% | 163,674 | 3.0% | ETF |
IVW iShares S&P 500 Growth ETF | $5,689,715 | $53,618 ▲ | 1.0% | 51,678 | 2.9% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $5,129,150 | $145,889 ▲ | 2.9% | 28,056 | 2.6% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $4,654,007 | $65,026 ▲ | 1.4% | 85,457 | 2.4% | ETF |
DIMENSIONAL ETF TRUST
| $4,622,612 | $223,680 ▲ | 5.1% | 69,149 | 2.3% | US CORE EQUITY 1 |
IVE iShares S&P 500 Value ETF | $3,540,467 | $145,199 ▲ | 4.3% | 18,117 | 1.8% | ETF |
AMZN Amazon.com | $3,307,969 | $123,517 ▼ | -3.6% | 15,078 | 1.7% | Retail/Wholesale |
META Meta Platforms | $3,253,031 | $128,438 ▼ | -3.8% | 4,407 | 1.6% | Computer and Technology |
EFV iShares MSCI EAFE Value ETF | $3,136,869 | $11,236 ▼ | -0.4% | 49,415 | 1.6% | ETF |
MSFT Microsoft | $3,135,323 | $135,302 ▼ | -4.1% | 6,303 | 1.6% | Computer and Technology |
DFIC Dimensional International Core Equity 2 ETF | $3,099,670 | $289,417 ▲ | 10.3% | 99,700 | 1.6% | ETF |
VOO Vanguard S&P 500 ETF | $2,958,226 | $221,526 ▲ | 8.1% | 5,208 | 1.5% | ETF |
TSM Taiwan Semiconductor Manufacturing | $2,708,076 | $28,311 ▼ | -1.0% | 11,957 | 1.4% | Computer and Technology |
GOOGL Alphabet | $2,656,461 | $53,221 ▼ | -2.0% | 15,074 | 1.3% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $2,390,525 | $147,717 ▲ | 6.6% | 7,865 | 1.2% | ETF |
SCHW Charles Schwab | $2,263,106 | $32,390 ▲ | 1.5% | 24,804 | 1.1% | Finance |
EFG iShares MSCI EAFE Growth ETF | $2,100,056 | $100,909 ▼ | -4.6% | 18,751 | 1.1% | ETF |
MA Mastercard | $2,084,248 | $16,858 ▼ | -0.8% | 3,709 | 1.1% | Business Services |
MBB iShares MBS ETF | $2,074,101 | $47,602 ▲ | 2.3% | 22,091 | 1.0% | ETF |
IYW iShares U.S. Technology ETF | $1,993,508 | $18,020 ▲ | 0.9% | 11,505 | 1.0% | Manufacturing |
V Visa | $1,916,254 | $8,876 ▲ | 0.5% | 5,397 | 1.0% | Business Services |
QQQ Invesco QQQ | $1,905,676 | $122,449 ▲ | 6.9% | 3,455 | 1.0% | Finance |
AAPL Apple | $1,756,702 | $20,517 ▲ | 1.2% | 8,562 | 0.9% | Computer and Technology |
BKNG Booking | $1,702,297 | $248,975 ▼ | -12.8% | 294 | 0.9% | Retail/Wholesale |
BINC iShares Flexible Income Active ETF | $1,665,556 | $50,726 ▲ | 3.1% | 31,521 | 0.8% | ETF |
EOSE Eos Energy Enterprises | $1,639,424 | $1,639,424 ▲ | New Holding | 320,200 | 0.8% | Industrials |
JPM JPMorgan Chase & Co. | $1,609,858 | $192,499 ▲ | 13.6% | 5,553 | 0.8% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $1,598,246 | $109,495 ▲ | 7.4% | 26,624 | 0.8% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,591,482 | $53,731 ▼ | -3.3% | 25,206 | 0.8% | Manufacturing |
ELV Elevance Health | $1,541,163 | $35,009 ▲ | 2.3% | 3,962 | 0.8% | Medical |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,513,062 | $619,128 ▲ | 69.3% | 31,516 | 0.8% | ETF |
CHKP Check Point Software Technologies | $1,478,614 | $16,815 ▼ | -1.1% | 6,683 | 0.7% | Computer and Technology |
OEF iShares S&P 100 ETF | $1,458,094 | $146,388 ▲ | 11.2% | 4,791 | 0.7% | ETF |
DIS Walt Disney | $1,423,531 | $45,884 ▼ | -3.1% | 11,479 | 0.7% | Consumer Discretionary |
DFCF Dimensional Core Fixed Income ETF | $1,365,152 | $223,637 ▲ | 19.6% | 32,304 | 0.7% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $1,330,805 | $118,710 ▲ | 9.8% | 5,538 | 0.7% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $1,320,786 | $211,427 ▲ | 19.1% | 13,000 | 0.7% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $1,315,794 | $129,077 ▲ | 10.9% | 44,333 | 0.7% | ETF |
SBUX Starbucks | $1,294,438 | $2,291 ▼ | -0.2% | 14,127 | 0.7% | Retail/Wholesale |
COR Cencora | $1,257,252 | $57,570 ▼ | -4.4% | 4,193 | 0.6% | Medical |
PM Philip Morris International | $1,166,636 | $122,200 ▲ | 11.7% | 6,406 | 0.6% | Consumer Staples |
DIMENSIONAL ETF TRUST
| $1,143,974 | $747 ▼ | -0.1% | 21,439 | 0.6% | GLOBAL EX US COR |
NVDA NVIDIA | $1,143,676 | | 0.0% | 7,239 | 0.6% | Computer and Technology |
CRM Salesforce | $1,112,961 | $71,179 ▼ | -6.0% | 4,081 | 0.6% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $1,089,300 | $9,075 ▼ | -0.8% | 16,205 | 0.6% | ETF |
ADSK Autodesk | $1,057,801 | $31,576 ▼ | -2.9% | 3,417 | 0.5% | Computer and Technology |
CALAMOS ETF TR
| $1,055,747 | $5,735 ▲ | 0.5% | 39,025 | 0.5% | CALAMOS BIT 80 S |
DIMENSIONAL ETF TRUST
| $988,677 | $4,338 ▲ | 0.4% | 18,231 | 0.5% | GLOBAL CR ETF |
APD Air Products and Chemicals | $985,528 | $17,770 ▼ | -1.8% | 3,494 | 0.5% | Basic Materials |
ADBE Adobe | $985,383 | $30,950 ▼ | -3.0% | 2,547 | 0.5% | Computer and Technology |
QCOM QUALCOMM | $976,151 | $17,201 ▼ | -1.7% | 6,129 | 0.5% | Computer and Technology |
IRBO iShares Robotics and Artificial Intelligence Multisector ETF | $957,338 | $7,380 ▼ | -0.8% | 23,350 | 0.5% | Manufacturing |
GOVT iShares U.S. Treasury Bond ETF | $934,219 | $27,254 ▲ | 3.0% | 40,654 | 0.5% | ETF |
KMX CarMax | $856,591 | $23,389 ▼ | -2.7% | 12,745 | 0.4% | Retail/Wholesale |
LCTU BlackRock U.S. Carbon Transition Readiness ETF | $840,051 | $4,104 ▲ | 0.5% | 12,487 | 0.4% | ETF |
AMAT Applied Materials | $834,479 | $95,202 ▲ | 12.9% | 4,558 | 0.4% | Computer and Technology |
HEFA iShares Currency Hedged MSCI EAFE ETF | $805,013 | $67,341 ▲ | 9.1% | 21,207 | 0.4% | ETF |
LLY Eli Lilly and Company | $792,047 | $58,468 ▲ | 8.0% | 1,016 | 0.4% | Medical |
ICVT iShares Convertible Bond ETF | $790,696 | $48,292 ▲ | 6.5% | 8,776 | 0.4% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $765,319 | $9,114 ▲ | 1.2% | 14,191 | 0.4% | Manufacturing |
FI Fiserv | $762,569 | $3,621 ▼ | -0.5% | 4,423 | 0.4% | Business Services |
ESGV Vanguard ESG U.S. Stock ETF | $762,108 | $987 ▼ | -0.1% | 6,951 | 0.4% | ETF |
VEEV Veeva Systems | $722,830 | $4,896 ▲ | 0.7% | 2,510 | 0.4% | Medical |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $721,486 | $25,192 ▲ | 3.6% | 7,790 | 0.4% | ETF |
IQV IQVIA | $720,974 | $62,090 ▼ | -7.9% | 4,575 | 0.4% | Medical |
TIDAL TR II
| $706,300 | | 0.0% | 17,500 | 0.4% | DEF DLY TGT 2X L |
BND Vanguard Total Bond Market ETF | $667,161 | $74,366 ▼ | -10.0% | 9,061 | 0.3% | ETF |
IAU iShares Gold Trust | $644,447 | $245,269 ▲ | 61.4% | 10,334 | 0.3% | Finance |
DSI iShares ESG MSCI KLD 400 ETF | $606,875 | $349 ▼ | -0.1% | 5,224 | 0.3% | ETF |
WFC Wells Fargo & Company | $584,495 | $262,081 ▲ | 81.3% | 7,295 | 0.3% | Finance |
ECL Ecolab | $563,011 | $11,583 ▼ | -2.0% | 2,090 | 0.3% | Basic Materials |
ESGU iShares ESG Aware MSCI USA ETF | $531,458 | $8,930 ▲ | 1.7% | 3,928 | 0.3% | Manufacturing |
MUB iShares National Muni Bond ETF | $531,389 | $22,045 ▼ | -4.0% | 5,086 | 0.3% | ETF |
HYDB iShares High Yield Systematic Bond ETF | $501,105 | $70,739 ▲ | 16.4% | 10,555 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $412,806 | $184,813 ▲ | 81.1% | 5,975 | 0.2% | ETF |
VXF Vanguard Extended Market ETF | $389,646 | $44,322 ▲ | 12.8% | 2,022 | 0.2% | ETF |
DFNM Dimensional National Municipal Bond ETF | $388,309 | $13,043 ▼ | -3.2% | 8,187 | 0.2% | ETF |
VSGX Vanguard ESG International Stock ETF | $377,149 | | 0.0% | 5,758 | 0.2% | ETF |
UNH UnitedHealth Group | $368,808 | $30,890 ▼ | -7.7% | 1,182 | 0.2% | Medical |
TSLA Tesla | $344,415 | | 0.0% | 1,084 | 0.2% | Auto/Tires/Trucks |
VMBS Vanguard Mortgage-Backed Securities ETF | $313,724 | $13,809 ▼ | -4.2% | 6,770 | 0.2% | ETF |
XOM Exxon Mobil | $307,146 | $20,699 ▲ | 7.2% | 2,849 | 0.2% | Energy |
AZO AutoZone | $304,403 | | 0.0% | 82 | 0.2% | Retail/Wholesale |
DMXF iShares ESG Advanced MSCI EAFE ETF | $292,847 | $4,243 ▼ | -1.4% | 3,934 | 0.1% | Manufacturing |
DFGR Dimensional Global Real Estate ETF | $288,898 | $26,963 ▲ | 10.3% | 10,768 | 0.1% | ETF |
AVGO Broadcom | $287,779 | $287,779 ▲ | New Holding | 1,044 | 0.1% | Computer and Technology |
ENB Enbridge | $276,936 | $32,402 ▲ | 13.3% | 6,111 | 0.1% | Energy |
ETR Entergy | $266,039 | $30,668 ▲ | 13.0% | 3,201 | 0.1% | Utilities |
BNDX Vanguard Total International Bond ETF | $259,680 | $39,658 ▼ | -13.2% | 5,245 | 0.1% | ETF |
ORCL Oracle | $257,649 | $257,649 ▲ | New Holding | 1,178 | 0.1% | Computer and Technology |
ESGE iShares ESG Aware MSCI EM ETF | $251,941 | $1,253 ▲ | 0.5% | 6,432 | 0.1% | Manufacturing |
CMCSA Comcast | $251,779 | $27,230 ▲ | 12.1% | 7,055 | 0.1% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $243,889 | | 0.0% | 502 | 0.1% | Finance |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $238,080 | | 0.0% | 5,008 | 0.1% | ETF |
ADURO CLEAN TECHNOLOGIES INC
| $232,960 | $232,960 ▲ | New Holding | 26,000 | 0.1% | COM NEW |
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