BND Vanguard Total Bond Market ETF | $56,577,563 | $1,249,280 ▲ | 2.3% | 768,404 | 21.1% | ETF |
DFAU Dimensional US Core Equity Market ETF | $53,782,926 | $695,509 ▲ | 1.3% | 1,269,662 | 20.0% | ETF |
DFAI Dimensional International Core Equity Market ETF | $18,488,010 | $290,076 ▲ | 1.6% | 534,800 | 6.9% | ETF |
VTI Vanguard Total Stock Market ETF | $16,552,960 | $234,647 ▲ | 1.4% | 54,460 | 6.2% | ETF |
DFCF Dimensional Core Fixed Income ETF | $9,627,134 | $408,188 ▲ | 4.4% | 227,808 | 3.6% | ETF |
LLY Eli Lilly and Company | $8,572,323 | $17,149 ▼ | -0.2% | 10,997 | 3.2% | Medical |
DFAE Dimensional Emerging Core Equity Market ETF | $7,413,337 | $135,197 ▲ | 1.9% | 256,073 | 2.8% | ETF |
BSV Vanguard Short-Term Bond ETF | $6,828,247 | $280,562 ▲ | 4.3% | 86,764 | 2.5% | ETF |
IVV iShares Core S&P 500 ETF | $5,766,020 | $55,878 ▼ | -1.0% | 9,287 | 2.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $5,758,506 | $122,206 ▲ | 2.2% | 114,552 | 2.1% | Manufacturing |
MBB iShares MBS ETF | $5,305,921 | $189,192 ▲ | 3.7% | 56,511 | 2.0% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $5,277,006 | $710,114 ▲ | 15.5% | 109,915 | 2.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $4,669,848 | $29,631 ▼ | -0.6% | 16,863 | 1.7% | ETF |
PIMCO ETF TR
| $4,154,184 | $180,108 ▼ | -4.2% | 45,069 | 1.5% | ACTIVE BD ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,993,493 | $829,836 ▲ | 26.2% | 111,426 | 1.5% | ETF |
FREL Fidelity MSCI Real Estate Index ETF | $3,555,747 | $59,189 ▲ | 1.7% | 131,503 | 1.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $3,442,575 | $61,068 ▼ | -1.7% | 41,547 | 1.3% | Manufacturing |
DIMENSIONAL ETF TRUST
| $3,009,204 | $924,274 ▲ | 44.3% | 45,014 | 1.1% | US CORE EQUITY 1 |
SPY SPDR S&P 500 ETF Trust | $2,861,848 | $883,515 ▲ | 44.7% | 4,632 | 1.1% | Finance |
J P MORGAN EXCHANGE TRADED F
| $2,772,877 | $765,688 ▲ | 38.1% | 53,090 | 1.0% | JPMORGAM LTD DUR |
MSFT Microsoft | $2,231,441 | | 0.0% | 4,486 | 0.8% | Computer and Technology |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $2,113,520 | $513,289 ▼ | -19.5% | 90,476 | 0.8% | Manufacturing |
BRK.B Berkshire Hathaway | $1,671,535 | | 0.0% | 3,441 | 0.6% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $1,627,565 | $457,102 ▲ | 39.1% | 28,549 | 0.6% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $1,607,939 | $455,507 ▲ | 39.5% | 51,718 | 0.6% | ETF |
FBND Fidelity Total Bond ETF | $1,556,975 | $448,673 ▲ | 40.5% | 34,032 | 0.6% | ETF |
AAPL Apple | $1,436,651 | | 0.0% | 7,002 | 0.5% | Computer and Technology |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,413,543 | $246,750 ▼ | -14.9% | 61,646 | 0.5% | Manufacturing |
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund | $1,291,206 | $40,411 ▼ | -3.0% | 23,996 | 0.5% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,219,478 | $6,627 ▼ | -0.5% | 26,315 | 0.5% | ETF |
DBND DoubleLine Opportunistic Bond ETF | $1,176,203 | $37,732 ▼ | -3.1% | 25,437 | 0.4% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $992,283 | $6,937 ▼ | -0.7% | 9,870 | 0.4% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $942,352 | | 0.0% | 20,384 | 0.4% | Manufacturing |
WMT Walmart | $865,157 | | 0.0% | 8,848 | 0.3% | Retail/Wholesale |
VXUS Vanguard Total International Stock ETF | $859,794 | $137,794 ▼ | -13.8% | 12,442 | 0.3% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $715,105 | $3,081 ▲ | 0.4% | 31,797 | 0.3% | Manufacturing |
EPS WisdomTree U.S. LargeCap Fund | $698,598 | $64 ▲ | 0.0% | 10,914 | 0.3% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $676,752 | $196,110 ▲ | 40.8% | 11,274 | 0.3% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $665,734 | $197,248 ▲ | 42.1% | 22,431 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $660,150 | | 0.0% | 8,539 | 0.2% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $639,815 | | 0.0% | 3,126 | 0.2% | ETF |
GOOGL Alphabet | $637,507 | | 0.0% | 3,617 | 0.2% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $634,346 | $100,163 ▲ | 18.8% | 12,812 | 0.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $621,715 | $35,697 ▼ | -5.4% | 7,820 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $597,268 | | 0.0% | 1,051 | 0.2% | ETF |
EUSB iShares ESG Advanced Total USD Bond Market ETF | $578,243 | $12,368 ▲ | 2.2% | 13,278 | 0.2% | ETF |
VHT Vanguard Health Care ETF | $576,077 | $248 ▲ | 0.0% | 2,320 | 0.2% | ETF |
LOW Lowe's Companies | $484,342 | | 0.0% | 2,183 | 0.2% | Retail/Wholesale |
DFSV Dimensional US Small Cap Value ETF | $466,583 | $103,535 ▲ | 28.5% | 15,854 | 0.2% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $453,311 | $10,992 ▲ | 2.5% | 7,712 | 0.2% | ETF |
DFUS Dimensional U.S. Equity ETF | $441,193 | | 0.0% | 6,583 | 0.2% | ETF |
WDAY Workday | $419,760 | | 0.0% | 1,749 | 0.2% | Computer and Technology |
NVDA NVIDIA | $412,831 | $625,329 ▼ | -60.2% | 2,613 | 0.2% | Computer and Technology |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $411,964 | $12,997 ▲ | 3.3% | 6,498 | 0.2% | ETF |
HON Honeywell International | $411,732 | | 0.0% | 1,768 | 0.2% | Multi-Sector Conglomerates |
DSI iShares ESG MSCI KLD 400 ETF | $410,729 | $3,136 ▲ | 0.8% | 3,536 | 0.2% | ETF |
AMZN Amazon.com | $409,443 | | 0.0% | 1,866 | 0.2% | Retail/Wholesale |
ESGV Vanguard ESG U.S. Stock ETF | $399,088 | $7,346 ▼ | -1.8% | 3,640 | 0.1% | ETF |
EES WisdomTree U.S. SmallCap Fund | $397,636 | $51 ▲ | 0.0% | 7,803 | 0.1% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $364,530 | | 0.0% | 2,740 | 0.1% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $363,480 | | 0.0% | 2,000 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $356,867 | | 0.0% | 1,506 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $356,011 | $5,218 ▼ | -1.4% | 1,228 | 0.1% | Finance |
GS The Goldman Sachs Group | $353,875 | | 0.0% | 500 | 0.1% | Finance |
T AT&T | $341,853 | $868 ▲ | 0.3% | 11,812 | 0.1% | Computer and Technology |
DTD WisdomTree U.S. Total Dividend Fund | $338,574 | $5,009 ▼ | -1.5% | 4,258 | 0.1% | Finance |
TT Trane Technologies | $322,809 | | 0.0% | 738 | 0.1% | Construction |
META Meta Platforms | $308,522 | $15,500 ▼ | -4.8% | 418 | 0.1% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $282,100 | $39,565 ▼ | -12.3% | 5,704 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $280,738 | | 0.0% | 2,640 | 0.1% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $277,740 | $1,722 ▲ | 0.6% | 12,421 | 0.1% | Manufacturing |
VUG Vanguard Growth ETF | $265,540 | $20,595 ▲ | 8.4% | 606 | 0.1% | ETF |
VDC Vanguard Consumer Staples ETF | $265,209 | | 0.0% | 1,211 | 0.1% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $263,031 | $176 ▲ | 0.1% | 8,956 | 0.1% | ETF |
RTX RTX | $261,482 | $292 ▲ | 0.1% | 1,791 | 0.1% | Aerospace |
DFUV Dimensional US Marketwide Value ETF | $258,062 | $1,226 ▲ | 0.5% | 6,104 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $226,575 | $4,960 ▼ | -2.1% | 2,284 | 0.1% | Finance |
IYC iShares U.S. Consumer Discretionary ETF | $215,258 | $23,918 ▼ | -10.0% | 2,160 | 0.1% | ETF |
DIMENSIONAL ETF TRUST
| $209,155 | $1,827 ▲ | 0.9% | 4,121 | 0.1% | ULTRASHORT FIXED |
WFC Wells Fargo & Company | $207,991 | $207,991 ▲ | New Holding | 2,596 | 0.1% | Finance |
ARISTA NETWORKS INC
| $204,620 | $204,620 ▲ | New Holding | 2,000 | 0.1% | COM SHS |
HYPR Hyperfine | $30,510 | | 0.0% | 42,398 | 0.0% | Medical |
DFAR Dimensional US Real Estate ETF | $0 | $207,542 ▼ | -100.0% | 0 | 0.0% | ETF |
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