SCHWAB US TREASURY MONEY INVESTOR
| $19,749 | $19,749 ▲ | New Holding | 19,751,531 | 5.1% | SCHWAB NON-SWEEP MMF |
VIG Vanguard Dividend Appreciation ETF | $18,298 | $192 ▲ | 1.1% | 89,412 | 4.7% | ETF |
DFA GLOBAL EQUITY I
| $16,659 | $519 ▼ | -3.0% | 455,066 | 4.3% | EQUITY FUNDS |
VTI Vanguard Total Stock Market ETF | $15,151 | $79 ▼ | -0.5% | 49,855 | 3.9% | ETF |
BRK.B Berkshire Hathaway | $14,670 | $117 ▼ | -0.8% | 30,203 | 3.8% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $13,033 | $426 ▲ | 3.4% | 193,910 | 3.4% | ETF |
AAPL Apple | $10,927 | $19 ▲ | 0.2% | 53,266 | 2.8% | Computer and Technology |
WMT Walmart | $9,810 | $172 ▼ | -1.7% | 100,349 | 2.5% | Retail/Wholesale |
NOBL ProShares S&P 500 Aristocrats ETF | $9,335 | $35 ▲ | 0.4% | 92,715 | 2.4% | ETF |
WSM Williams-Sonoma | $8,807 | $8 ▼ | -0.1% | 53,918 | 2.3% | Retail/Wholesale |
PM Philip Morris International | $7,835 | $48 ▼ | -0.6% | 43,029 | 2.0% | Consumer Staples |
SO Southern | $6,893 | $51 ▲ | 0.7% | 75,084 | 1.8% | Utilities |
KO CocaCola | $6,880 | $28 ▲ | 0.4% | 97,264 | 1.8% | Consumer Staples |
PG Procter & Gamble | $6,782 | $38 ▲ | 0.6% | 42,580 | 1.8% | Consumer Staples |
INGR Ingredion | $6,652 | $43 ▲ | 0.7% | 49,060 | 1.7% | Consumer Staples |
MCD McDonald's | $6,635 | $20 ▼ | -0.3% | 22,712 | 1.7% | Retail/Wholesale |
UL Unilever | $6,132 | $52 ▲ | 0.9% | 100,259 | 1.6% | Consumer Staples |
ED Consolidated Edison | $6,084 | $44 ▲ | 0.7% | 60,629 | 1.6% | Utilities |
PAYX Paychex | $6,044 | $30 ▲ | 0.5% | 41,562 | 1.6% | Computer and Technology |
TXN Texas Instruments | $6,041 | $82 ▲ | 1.4% | 29,100 | 1.6% | Computer and Technology |
JNJ Johnson & Johnson | $5,611 | $31 ▲ | 0.6% | 36,745 | 1.5% | Medical |
DFUS Dimensional U.S. Equity ETF | $5,481 | $621 ▲ | 12.8% | 81,808 | 1.4% | ETF |
NEE NextEra Energy | $5,270 | $55 ▲ | 1.1% | 75,931 | 1.4% | Utilities |
KMB Kimberly-Clark | $5,194 | $65 ▲ | 1.3% | 40,302 | 1.3% | Consumer Staples |
PEP PepsiCo | $5,052 | $68 ▲ | 1.4% | 38,272 | 1.3% | Consumer Staples |
SCHWAB US TREASURY MONEY ULTRA
| $4,998 | $4,998 ▲ | New Holding | 4,998,081 | 1.3% | SCHWAB NON-SWEEP MMF |
MDT Medtronic | $4,869 | $27 ▲ | 0.6% | 55,879 | 1.3% | Medical |
MO Altria Group | $4,763 | $17 ▲ | 0.4% | 81,270 | 1.2% | Consumer Staples |
VZ Verizon Communications | $4,735 | $107 ▲ | 2.3% | 109,464 | 1.2% | Computer and Technology |
NKE NIKE | $4,220 | $5 ▼ | -0.1% | 59,428 | 1.1% | Consumer Discretionary |
MSFT Microsoft | $4,213 | $2 ▼ | 0.0% | 8,472 | 1.1% | Computer and Technology |
WTRG Essential Utilities | $4,065 | $48 ▲ | 1.2% | 109,494 | 1.1% | Utilities |
CLX Clorox | $4,056 | $52 ▲ | 1.3% | 33,788 | 1.1% | Consumer Staples |
GIS General Mills | $3,785 | $69 ▲ | 1.9% | 73,098 | 1.0% | Consumer Staples |
SBUX Starbucks | $3,609 | $40 ▼ | -1.1% | 39,402 | 0.9% | Retail/Wholesale |
DIMENSNL ULTRASHRT FIXEDINCM ETF
| $3,482 | $484 ▲ | 16.2% | 68,635 | 0.9% | UIT EXCHANGE TRADED |
DFCF Dimensional Core Fixed Income ETF | $3,440 | $556 ▲ | 19.3% | 81,408 | 0.9% | ETF |
HSY Hershey | $3,411 | $32 ▲ | 0.9% | 20,557 | 0.9% | Consumer Staples |
VT Vanguard Total World Stock ETF | $3,103 | $5 ▼ | -0.2% | 24,145 | 0.8% | ETF |
BND Vanguard Total Bond Market ETF | $3,066 | $32 ▼ | -1.0% | 41,655 | 0.8% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,742 | $342 ▲ | 14.3% | 33,073 | 0.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $2,662 | $371 ▲ | 16.2% | 33,487 | 0.7% | ETF |
SCHWAB S&P 500 INDEX
| $2,648 | $87 ▼ | -3.2% | 27,626 | 0.7% | SCHWAB MUTL FUNDS |
FLO Flowers Foods | $2,572 | $36 ▲ | 1.4% | 161,015 | 0.7% | Consumer Staples |
XOM Exxon Mobil | $2,238 | $16 ▼ | -0.7% | 20,765 | 0.6% | Energy |
TDV ProShares S&P Technology Dividend Aristocrats ETF | $2,056 | $80 ▲ | 4.0% | 24,729 | 0.5% | ETF |
DFA US CORE EQUITY 2 I
| $2,001 | $0 ▼ | 0.0% | 49,819 | 0.5% | EQUITY FUNDS |
DUHP Dimensional US High Profitability ETF | $1,792 | $166 ▲ | 10.2% | 50,442 | 0.5% | ETF |
SDY SPDR S&P Dividend ETF | $1,780 | $73 ▼ | -3.9% | 13,114 | 0.5% | ETF |
DFA FIVE-YEAR GLOBAL FIXED-INCOME I
| $1,778 | $1,778 ▲ | New Holding | 175,788 | 0.5% | BOND FUNDS |
DFA GLOBAL ALLOCATION 60/40 I
| $1,653 | $89 ▼ | -5.1% | 74,981 | 0.4% | EQUITY FUNDS |
DFAC Dimensional U.S. Core Equity 2 ETF | $1,517 | $11 ▲ | 0.7% | 42,329 | 0.4% | ETF |
META Meta Platforms | $1,481 | $14 ▼ | -0.9% | 2,008 | 0.4% | Computer and Technology |
SCHWAB MARKETTRACK ALL EQUITY
| $1,453 | $24 ▲ | 1.7% | 57,265 | 0.4% | SCHWAB MUTL FUNDS |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,440 | $1,159 ▲ | 413.3% | 30,006 | 0.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,369 | $206 ▲ | 17.7% | 27,239 | 0.4% | Manufacturing |
FIDELITY WISE ORIGIN BITCOIN FUND
| $1,341 | $0 ▲ | 0.0% | 14,270 | 0.3% | UIT EXCHANGE TRADED |
DFA INTERNATIONAL CORE EQUITY 2 I
| $1,335 | $83 ▼ | -5.9% | 72,271 | 0.3% | EQUITY FUNDS |
FNLC First Bancorp, Inc (ME) | $1,249 | $105 ▲ | 9.2% | 49,221 | 0.3% | Finance |
BHB Bar Harbor Bankshares | $1,242 | $10 ▼ | -0.8% | 41,481 | 0.3% | Finance |
VANGUARD TOTAL BOND MARKET INDEX ADM
| $1,236 | $1,236 ▲ | New Holding | 127,744 | 0.3% | BOND FUNDS |
VANGUARD 500 INDEX ADMIRAL
| $1,226 | $28 ▼ | -2.2% | 2,141 | 0.3% | EQUITY FUNDS |
DFA US VECTOR EQUITY I
| $1,179 | $8 ▼ | -0.7% | 42,258 | 0.3% | EQUITY FUNDS |
AMERICAN FUNDS FUNDAMENTAL INVS A
| $1,130 | $20 ▲ | 1.8% | 12,871 | 0.3% | LOAD EQUITY FUND |
BNDX Vanguard Total International Bond ETF | $1,103 | $50 ▲ | 4.7% | 22,285 | 0.3% | ETF |
DFA INFLATION-PROTECTED SECURITIES I
| $1,057 | $1,057 ▲ | New Holding | 95,164 | 0.3% | BOND FUNDS |
AMERICAN FUNDS GROWTH FUND OF AMER A
| $1,007 | | 0.0% | 12,259 | 0.3% | LOAD EQUITY FUND |
VANGUARD ULTRA SHORT TREASURY ETF
| $975 | $918 ▲ | 1,599.5% | 12,916 | 0.3% | UIT EXCHANGE TRADED |
ISHARES BITCOIN ETF
| $949 | $1 ▼ | -0.1% | 15,508 | 0.2% | UIT EXCHANGE TRADED |
VOO Vanguard S&P 500 ETF | $933 | $303 ▲ | 48.2% | 1,643 | 0.2% | ETF |
DFA TWO-YEAR GLOBAL FIXED-INCOME I
| $900 | $900 ▲ | New Holding | 92,054 | 0.2% | BOND FUNDS |
DFA EMERGING MARKETS CORE EQUITY 2 I
| $870 | $27 ▼ | -3.0% | 33,123 | 0.2% | EQUITY FUNDS |
FIDELITY 500 INDEX
| $820 | | 0.0% | 3,796 | 0.2% | EQUITY FUNDS |
AMERICAN FUNDS WASHINGTON MUTUAL A
| $785 | $32 ▲ | 4.3% | 12,284 | 0.2% | LOAD EQUITY FUND |
DFA SHORT-TERM EXTENDED QUALITY I
| $782 | $782 ▲ | New Holding | 74,677 | 0.2% | BOND FUNDS |
MRK Merck & Co., Inc. | $777 | $53 ▼ | -6.4% | 9,816 | 0.2% | Medical |
AQR LARGE CAP MULTI-STYLE R6
| $695 | $17 ▼ | -2.3% | 34,105 | 0.2% | EQUITY FUNDS |
DD DuPont de Nemours | $675 | $70 ▼ | -9.4% | 9,848 | 0.2% | Basic Materials |
ESGV Vanguard ESG U.S. Stock ETF | $658 | $41 ▲ | 6.7% | 6,009 | 0.2% | ETF |
IBM International Business Machines | $617 | $110 ▼ | -15.1% | 2,093 | 0.2% | Computer and Technology |
AMZN Amazon.com | $580 | $0 ▲ | 0.1% | 2,653 | 0.2% | Retail/Wholesale |
AMERICAN FUNDS CAPITAL WORLD GR&INC A
| $565 | $2 ▲ | 0.4% | 7,945 | 0.1% | LOAD EQUITY FUND |
CAC Camden National | $528 | $0 ▲ | 0.0% | 13,031 | 0.1% | Finance |
DFA INTERNATIONAL VECTOR EQUITY I
| $508 | $6 ▼ | -1.2% | 31,133 | 0.1% | EQUITY FUNDS |
OMC Omnicom Group | $499 | $2 ▲ | 0.5% | 6,947 | 0.1% | Business Services |
SCHWAB GOVERNMENT MONEY INV
| $499 | $499 ▲ | New Holding | 499,504 | 0.1% | SCHWAB NON-SWEEP MMF |
CL Colgate-Palmolive | $452 | $2 ▲ | 0.4% | 4,981 | 0.1% | Consumer Staples |
IVV iShares Core S&P 500 ETF | $445 | | 0.0% | 717 | 0.1% | ETF |
DFA GLOBAL REAL ESTATE SECURITIES PORT
| $439 | | 0.0% | 40,933 | 0.1% | EQUITY FUNDS |
FIDELITY BLUE CHIP GROWTH
| $437 | | 0.0% | 1,848 | 0.1% | EQUITY FUNDS |
KR Kroger | $429 | $1 ▲ | 0.3% | 5,997 | 0.1% | Retail/Wholesale |
DFA US SMALL CAP I
| $415 | $160 ▼ | -27.8% | 8,652 | 0.1% | EQUITY FUNDS |
LLY Eli Lilly and Company | $412 | $9 ▲ | 2.3% | 528 | 0.1% | Medical |
SCHWAB MARKETTRACK BALANCED
| $410 | $8 ▼ | -2.0% | 20,700 | 0.1% | SCHWAB MUTL FUNDS |
VGK Vanguard FTSE Europe ETF | $379 | | 0.0% | 4,898 | 0.1% | ETF |
EMR Emerson Electric | $379 | $5 ▼ | -1.3% | 2,856 | 0.1% | Industrials |
SCHWAB MARKETTRACK GROWTH
| $377 | $151 ▼ | -28.5% | 14,113 | 0.1% | SCHWAB MUTL FUNDS |
TGT Target | $377 | $3 ▼ | -0.7% | 3,840 | 0.1% | Retail/Wholesale |
VUG Vanguard Growth ETF | $374 | $24 ▲ | 6.9% | 853 | 0.1% | ETF |
DFA US SMALL CAP VALUE I
| $369 | $97 ▼ | -20.8% | 7,954 | 0.1% | EQUITY FUNDS |
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