BND Vanguard Total Bond Market ETF | $55,192,972 | $3,312,081,819 ▼ | -98.4% | 751,437 | 22.2% | ETF |
DFAU Dimensional US Core Equity Market ETF | $48,174,775 | $2,942,961,184 ▼ | -98.4% | 1,253,243 | 19.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $16,439,725 | $991,844,962 ▼ | -98.4% | 526,409 | 6.6% | ETF |
VTI Vanguard Total Stock Market ETF | $14,756,410 | $871,181,748 ▼ | -98.3% | 53,688 | 5.9% | ETF |
DFCF Dimensional Core Fixed Income ETF | $9,175,314 | $476,917,721 ▼ | -98.1% | 218,149 | 3.7% | ETF |
LLY Eli Lilly and Company | $9,100,523 | $582,306,284 ▼ | -98.5% | 11,019 | 3.7% | Medical |
BSV Vanguard Short-Term Bond ETF | $6,512,807 | $371,188,119 ▼ | -98.3% | 83,199 | 2.6% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $6,508,793 | $395,931,859 ▼ | -98.4% | 251,403 | 2.6% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $5,594,784 | $335,068,436 ▼ | -98.4% | 112,121 | 2.3% | Manufacturing |
IVV iShares Core S&P 500 ETF | $5,268,593 | $351,450,607 ▼ | -98.5% | 9,377 | 2.1% | ETF |
MBB iShares MBS ETF | $5,110,691 | $305,447,909 ▼ | -98.4% | 54,496 | 2.1% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $4,520,261 | $193,567,713 ▼ | -97.7% | 95,124 | 1.8% | ETF |
PIMCO ETF TR
| $4,347,877 | $170,811,752 ▼ | -97.5% | 47,023 | 1.8% | ACTIVE BD ETF |
VBK Vanguard Small-Cap Growth ETF | $4,272,364 | $275,032,237 ▼ | -98.5% | 16,970 | 1.7% | ETF |
FREL Fidelity MSCI Real Estate Index ETF | $3,552,216 | $214,551,935 ▼ | -98.4% | 129,314 | 1.4% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $3,498,168 | $199,527,448 ▼ | -98.3% | 42,284 | 1.4% | Manufacturing |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,912,098 | $127,090,816 ▼ | -97.8% | 88,272 | 1.2% | ETF |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $2,627,934 | $195,149,918 ▼ | -98.7% | 112,449 | 1.1% | Manufacturing |
J P MORGAN EXCHANGE TRADED F
| $1,998,361 | $43,213,010 ▼ | -95.6% | 38,430 | 0.8% | JPMORGAM LTD DUR |
DIMENSIONAL ETF TRUST
| $1,912,760 | $42,102,492 ▼ | -95.7% | 31,188 | 0.8% | US CORE EQUITY 1 |
BRK.B Berkshire Hathaway | $1,832,608 | $77,571,351 ▼ | -97.7% | 3,441 | 0.7% | Finance |
SPY SPDR S&P 500 ETF Trust | $1,791,244 | $39,514,216 ▼ | -95.7% | 3,202 | 0.7% | Finance |
MSFT Microsoft | $1,683,988 | $29,870,328 ▼ | -94.7% | 4,486 | 0.7% | Computer and Technology |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,661,011 | $76,921,668 ▼ | -97.9% | 72,407 | 0.7% | Manufacturing |
AAPL Apple | $1,555,372 | $56,925,238 ▼ | -97.3% | 7,002 | 0.6% | Computer and Technology |
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund | $1,336,808 | $79,863,569 ▼ | -98.4% | 24,747 | 0.5% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,225,282 | $76,116,372 ▼ | -98.4% | 26,458 | 0.5% | ETF |
DBND DoubleLine Opportunistic Bond ETF | $1,212,079 | $88,564,179 ▼ | -98.6% | 26,253 | 0.5% | ETF |
FBND Fidelity Total Bond ETF | $1,105,878 | $24,926,878 ▼ | -95.8% | 24,225 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,043,595 | $24,724,474 ▼ | -96.0% | 20,531 | 0.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $1,029,347 | $21,958,384 ▼ | -95.5% | 37,067 | 0.4% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $1,000,016 | $54,594,092 ▼ | -98.2% | 9,939 | 0.4% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $939,295 | $73,797,326 ▼ | -98.7% | 20,384 | 0.4% | Manufacturing |
VXUS Vanguard Total International Stock ETF | $896,650 | $46,897,168 ▼ | -98.1% | 14,436 | 0.4% | ETF |
WMT Walmart | $776,766 | $49,680,191 ▼ | -98.5% | 8,848 | 0.3% | Retail/Wholesale |
NVDA NVIDIA | $712,136 | $9,060,850 ▼ | -92.7% | 6,571 | 0.3% | Computer and Technology |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $709,810 | $18,744,858 ▼ | -96.4% | 31,660 | 0.3% | Manufacturing |
VCSH Vanguard Short-Term Corporate Bond ETF | $652,775 | $41,659,028 ▼ | -98.5% | 8,269 | 0.3% | ETF |
EPS WisdomTree U.S. LargeCap Fund | $646,916 | $43,303,477 ▼ | -98.5% | 10,913 | 0.3% | Finance |
VHT Vanguard Health Care ETF | $613,980 | $36,518,175 ▼ | -98.3% | 2,319 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $606,428 | $26,785,067 ▼ | -97.8% | 3,126 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $596,108 | $46,413,978 ▼ | -98.7% | 8,539 | 0.2% | Manufacturing |
EUSB iShares ESG Advanced Total USD Bond Market ETF | $562,900 | $37,433,067 ▼ | -98.5% | 12,994 | 0.2% | ETF |
GOOGL Alphabet | $559,390 | $23,004,276 ▼ | -97.6% | 3,617 | 0.2% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $540,362 | $37,093,203 ▼ | -98.6% | 1,051 | 0.2% | ETF |
BNDX Vanguard Total International Bond ETF | $526,714 | $29,735,346 ▼ | -98.3% | 10,789 | 0.2% | ETF |
LOW Lowe's Companies | $509,141 | $36,906,309 ▼ | -98.6% | 2,183 | 0.2% | Retail/Wholesale |
VGSH Vanguard Short-Term Treasury Index ETF | $441,642 | $28,265,088 ▼ | -98.5% | 7,525 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $432,124 | $9,792,544 ▼ | -95.8% | 8,007 | 0.2% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $417,669 | $8,499,333 ▼ | -95.3% | 15,785 | 0.2% | ETF |
WDAY Workday | $408,444 | $25,860,881 ▼ | -98.4% | 1,749 | 0.2% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $398,140 | $32,002,219 ▼ | -98.8% | 6,583 | 0.2% | ETF |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $395,956 | $25,511,320 ▼ | -98.5% | 6,293 | 0.2% | ETF |
EES WisdomTree U.S. SmallCap Fund | $381,041 | $25,834,697 ▼ | -98.5% | 7,802 | 0.2% | Finance |
HON Honeywell International | $374,374 | $23,959,936 ▼ | -98.5% | 1,768 | 0.2% | Multi-Sector Conglomerates |
ESGV Vanguard ESG US Stock ETF | $363,101 | $24,515,243 ▼ | -98.5% | 3,707 | 0.1% | ETF |
DSI iShares ESG MSCI KLD 400 ETF | $359,357 | $23,563,742 ▼ | -98.5% | 3,509 | 0.1% | ETF |
AMZN Amazon.com | $355,080 | $3,987,895 ▼ | -91.8% | 1,866 | 0.1% | Retail/Wholesale |
DFSV Dimensional US Small Cap Value ETF | $347,258 | $27,986,247 ▼ | -98.8% | 12,336 | 0.1% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $346,460 | $346,460 ▼ | -50.0% | 2,000 | 0.1% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $341,130 | $27,692,535 ▼ | -98.8% | 2,740 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $333,932 | $1,661,678 ▼ | -83.3% | 1,506 | 0.1% | ETF |
T AT&T | $333,185 | $21,074,022 ▼ | -98.4% | 11,782 | 0.1% | Computer and Technology |
DTD WisdomTree Total U.S. Dividend Fund | $332,512 | $22,099,543 ▼ | -98.5% | 4,321 | 0.1% | Finance |
JPM JPMorgan Chase & Co. | $305,647 | $20,517,597 ▼ | -98.5% | 1,246 | 0.1% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $294,376 | $17,419,057 ▼ | -98.3% | 6,504 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $278,784 | $17,636,256 ▼ | -98.4% | 2,640 | 0.1% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $274,644 | $10,850,107 ▼ | -97.5% | 12,344 | 0.1% | Manufacturing |
GS The Goldman Sachs Group | $273,145 | $273,145 ▼ | -50.0% | 500 | 0.1% | Finance |
VDC Vanguard Consumer Staples ETF | $264,991 | $16,671,895 ▼ | -98.4% | 1,211 | 0.1% | ETF |
META Meta Platforms | $253,076 | $11,148,603 ▼ | -97.8% | 439 | 0.1% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $250,360 | $15,897,675 ▼ | -98.4% | 6,075 | 0.1% | ETF |
TT Trane Technologies | $248,647 | $15,913,408 ▼ | -98.5% | 738 | 0.1% | Construction |
RTX RTX | $237,005 | $14,803,738 ▼ | -98.4% | 1,789 | 0.1% | Aerospace |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $234,489 | $14,998,126 ▼ | -98.5% | 8,950 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $230,912 | $13,968,890 ▼ | -98.4% | 2,334 | 0.1% | Finance |
IYC iShares U.S. Consumer Discretionary ETF | $211,980 | $211,980 ▼ | -50.0% | 2,400 | 0.1% | ETF |
DFAR Dimensional US Real Estate ETF | $207,542 | $15,905,904 ▼ | -98.7% | 8,731 | 0.1% | ETF |
VUG Vanguard Growth ETF | $207,435 | $13,275,840 ▼ | -98.5% | 559 | 0.1% | ETF |
DIMENSIONAL ETF TRUST
| $207,209 | $5,116,414 ▼ | -96.1% | 4,085 | 0.1% | ULTRASHORT FIXED |
HYPR Hyperfine | $30,370 | $30,370 ▲ | New Holding | 42,398 | 0.0% | Medical |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $0 | $14,853,630 ▼ | -100.0% | 0 | 0.0% | ETF |
XOM Exxon Mobil | $0 | $13,286,757 ▼ | -100.0% | 0 | 0.0% | Energy |
VZ Verizon Communications | $0 | $12,463,435 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
PG Procter & Gamble | $0 | $11,872,536 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
MUB iShares National Muni Bond ETF | $0 | $11,633,755 ▼ | -100.0% | 0 | 0.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $0 | $11,482,657 ▼ | -100.0% | 0 | 0.0% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $0 | $11,105,057 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
KO Coca-Cola | $0 | $10,231,863 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
MTB M&T Bank | $0 | $9,459,037 ▼ | -100.0% | 0 | 0.0% | Finance |
WFC Wells Fargo & Company | $0 | $9,366,082 ▼ | -100.0% | 0 | 0.0% | Finance |
LNT Alliant Energy | $0 | $9,167,222 ▼ | -100.0% | 0 | 0.0% | Utilities |
MDY SPDR S&P MidCap 400 ETF Trust | $0 | $8,931,998 ▼ | -100.0% | 0 | 0.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $0 | $8,369,395 ▼ | -100.0% | 0 | 0.0% | ETF |
GPK Graphic Packaging | $0 | $8,341,055 ▼ | -100.0% | 0 | 0.0% | Industrials |
IWD iShares Russell 1000 Value ETF | $0 | $8,275,932 ▼ | -100.0% | 0 | 0.0% | ETF |
ADBE Adobe | $0 | $7,903,920 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
ITA iShares U.S. Aerospace & Defense ETF | $0 | $7,406,641 ▼ | -100.0% | 0 | 0.0% | ETF |
ITW Illinois Tool Works | $0 | $7,278,771 ▼ | -100.0% | 0 | 0.0% | Industrials |
VSGX Vanguard ESG International Stock ETF | $0 | $7,244,269 ▼ | -100.0% | 0 | 0.0% | ETF |
