DFAU Dimensional US Core Equity Market ETF | $32,098 | $3,897 ▲ | 13.8% | 835,023 | 14.4% | ETF |
ESGV Vanguard ESG US Stock ETF | $16,312 | $17 ▼ | -0.1% | 166,539 | 7.3% | ETF |
VUG Vanguard Growth ETF | $12,894 | $237 ▼ | -1.8% | 34,772 | 5.8% | ETF |
DFIV Dimensional International Value ETF | $11,671 | $1,174 ▲ | 11.2% | 296,570 | 5.2% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $11,292 | $2,658 ▲ | 30.8% | 136,149 | 5.1% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $10,837 | $10,894 ▼ | -50.1% | 230,390 | 4.9% | ETF |
CMF iShares California Muni Bond ETF | $10,789 | $2,142 ▼ | -16.6% | 191,708 | 4.8% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $10,291 | $288 ▲ | 2.9% | 220,521 | 4.6% | Manufacturing |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $8,971 | $698 ▼ | -7.2% | 342,426 | 4.0% | ETF |
PGIM ROCK ETF TR
| $7,571 | $7,373 ▲ | 3,717.2% | 289,497 | 3.4% | LADDERED FD BUFF |
JPST JPMorgan Ultra-Short Income ETF | $6,629 | $1,545 ▼ | -18.9% | 130,934 | 3.0% | ETF |
DFCF Dimensional Core Fixed Income ETF | $6,436 | $4,432 ▲ | 221.2% | 129,774 | 2.9% | ETF |
VSGX Vanguard ESG International Stock ETF | $5,896 | $904 ▲ | 18.1% | 99,934 | 2.6% | ETF |
AAPL Apple | $5,612 | $233 ▲ | 4.3% | 25,266 | 2.5% | Computer and Technology |
ACWV iShares MSCI Global Min Vol Factor ETF | $5,443 | $31 ▼ | -0.6% | 46,777 | 2.4% | ETF |
DMXF iShares ESG Advanced MSCI EAFE ETF | $5,135 | $706 ▲ | 15.9% | 76,266 | 2.3% | Manufacturing |
2023 ETF SERIES TRUST II
| $4,421 | $2,009 ▲ | 83.3% | 141,443 | 2.0% | GMO US QUALITY E |
VV Vanguard Large-Cap ETF | $3,641 | | 0.0% | 14,166 | 1.6% | ETF |
CCL Carnival Co. & | $3,544 | $3,529 ▲ | 23,173.3% | 70,518 | 1.6% | Consumer Discretionary |
CAPITAL GRP FIXED INCM ETF T
| $3,405 | $2,853 ▲ | 517.3% | 130,941 | 1.5% | SHORT DURATION M |
JIRE JPMorgan International Research Enhanced Equity ETF | $3,163 | $2,150 ▲ | 212.2% | 49,641 | 1.4% | ETF |
BRK.B Berkshire Hathaway | $2,570 | | 0.0% | 4,827 | 1.2% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $2,491 | $15 ▼ | -0.6% | 41,701 | 1.1% | ETF |
NUSC Nuveen ESG Small-Cap ETF | $2,353 | $2,102 ▲ | 836.5% | 95,002 | 1.1% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,958 | | 0.0% | 53,794 | 0.9% | ETF |
TDVG T. Rowe Price Dividend Growth ETF | $1,915 | $14 ▼ | -0.7% | 47,413 | 0.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,796 | | 0.0% | 4,974 | 0.8% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,705 | $860 ▼ | -33.5% | 34,362 | 0.8% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,578 | $33 ▲ | 2.1% | 6,363 | 0.7% | ETF |
VTI Vanguard Total Stock Market ETF | $1,577 | $1 ▲ | 0.0% | 5,740 | 0.7% | ETF |
JMUB JPMorgan Municipal ETF | $1,498 | $600 ▼ | -28.6% | 29,962 | 0.7% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,406 | $193 ▼ | -12.1% | 36,612 | 0.6% | ETF |
VOO Vanguard S&P 500 ETF | $862 | $42 ▼ | -4.6% | 1,678 | 0.4% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $685 | $132 ▼ | -16.2% | 26,015 | 0.3% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $649 | $211 ▲ | 48.3% | 18,135 | 0.3% | ETF |
JAVA JPMorgan Active Value ETF | $621 | $138 ▲ | 28.6% | 10,386 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $599 | $246 ▲ | 69.7% | 9,661 | 0.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $523 | $456 ▲ | 684.6% | 5,343 | 0.2% | ETF |
MSFT Microsoft | $513 | $13 ▼ | -2.5% | 1,367 | 0.2% | Computer and Technology |
GOOGL Alphabet | $475 | $154 ▲ | 48.1% | 3,074 | 0.2% | Computer and Technology |
UNP Union Pacific | $433 | | 0.0% | 1,833 | 0.2% | Transportation |
DFSI Dimensional International Sustainability Core 1 ETF | $422 | $50 ▲ | 13.4% | 12,114 | 0.2% | ETF |
ORCL Oracle | $400 | | 0.0% | 2,866 | 0.2% | Computer and Technology |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $373 | $373 ▲ | New Holding | 13,673 | 0.2% | ETF |
AMZN Amazon.com | $312 | $27 ▼ | -8.0% | 1,642 | 0.1% | Retail/Wholesale |
FNDF Schwab Fundamental International Large Company Index ETF | $300 | $300 ▲ | New Holding | 8,339 | 0.1% | ETF |
SCHF Schwab International Equity ETF | $290 | $290 ▲ | New Holding | 14,692 | 0.1% | ETF |
EUSB iShares ESG Advanced Total USD Bond Market ETF | $284 | $689 ▼ | -70.8% | 6,571 | 0.1% | ETF |
TBUX T. Rowe Price Ultra Short-Term Bond ETF | $265 | | 0.0% | 5,341 | 0.1% | ETF |
JNJ Johnson & Johnson | $233 | | 0.0% | 1,409 | 0.1% | Medical |
VIG Vanguard Dividend Appreciation ETF | $231 | $0 ▼ | -0.2% | 1,195 | 0.1% | ETF |
ABBV AbbVie | $222 | | 0.0% | 1,061 | 0.1% | Medical |
IWB iShares Russell 1000 ETF | $221 | $43 ▲ | 24.1% | 722 | 0.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $219 | $49 ▲ | 29.0% | 3,630 | 0.1% | ETF |
TSLA Tesla | $211 | $96 ▼ | -31.3% | 818 | 0.1% | Auto/Tires/Trucks |
TEQI T. Rowe Price Equity Income ETF | $208 | | 0.0% | 4,977 | 0.1% | ETF |
GOOG Alphabet | $207 | $151 ▲ | 270.7% | 1,327 | 0.1% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $199 | | 0.0% | 357 | 0.1% | Finance |
V Visa | $187 | $11 ▼ | -5.5% | 535 | 0.1% | Business Services |
IVV iShares Core S&P 500 ETF | $187 | $38 ▲ | 25.4% | 415 | 0.1% | ETF |
ADP Automatic Data Processing | $167 | $99 ▲ | 145.7% | 548 | 0.1% | Business Services |
SCHA Schwab US Small-Cap ETF | $166 | $166 ▲ | New Holding | 7,085 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $162 | $2 ▲ | 1.2% | 817 | 0.1% | Finance |
META Meta Platforms | $161 | | 0.0% | 280 | 0.1% | Computer and Technology |
VB Vanguard Small-Cap ETF | $158 | $99 ▲ | 166.4% | 722 | 0.1% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $155 | $90 ▼ | -36.7% | 1,350 | 0.1% | ETF |
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF | $143 | $143 ▲ | New Holding | 2,745 | 0.1% | ETF |
ABT Abbott Laboratories | $141 | | 0.0% | 1,065 | 0.1% | Medical |
TSPA T. Rowe Price U.S. Equity Research ETF | $131 | | 0.0% | 3,741 | 0.1% | Manufacturing |
BAC Bank of America | $129 | | 0.0% | 3,113 | 0.1% | Finance |
HD Home Depot | $127 | | 0.0% | 346 | 0.1% | Retail/Wholesale |
SPLG SPDR Portfolio S&P 500 ETF | $118 | $0 ▲ | 0.1% | 1,804 | 0.1% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $113 | | 0.0% | 3,501 | 0.1% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $107 | $107 ▲ | New Holding | 4,564 | 0.0% | ETF |
PANW Palo Alto Networks | $107 | | 0.0% | 630 | 0.0% | Computer and Technology |
JPIB JPMorgan International Bond Opportunities ETF | $102 | $5 ▲ | 5.4% | 2,143 | 0.0% | ETF |
PEP PepsiCo | $94 | $57 ▲ | 157.2% | 679 | 0.0% | Consumer Staples |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $88 | $4 ▲ | 5.2% | 1,078 | 0.0% | ETF |
TFLR T. Rowe Price Floating Rate ETF | $85 | | 0.0% | 1,667 | 0.0% | ETF |
JPM JPMorgan Chase & Co. | $84 | $52 ▲ | 163.8% | 343 | 0.0% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $83 | | 0.0% | 484 | 0.0% | ETF |
PNC The PNC Financial Services Group | $80 | $80 ▲ | New Holding | 458 | 0.0% | Finance |
DIS Walt Disney | $75 | | 0.0% | 761 | 0.0% | Consumer Discretionary |
NOW ServiceNow | $74 | | 0.0% | 93 | 0.0% | Computer and Technology |
CRM Salesforce | $70 | | 0.0% | 263 | 0.0% | Computer and Technology |
NVO Novo Nordisk A/S | $69 | | 0.0% | 1,002 | 0.0% | Medical |
QQQ Invesco QQQ | $66 | $20 ▼ | -23.2% | 142 | 0.0% | Finance |
DVY iShares Select Dividend ETF | $66 | | 0.0% | 497 | 0.0% | ETF |
CL Colgate-Palmolive | $66 | | 0.0% | 706 | 0.0% | Consumer Staples |
IWS iShares Russell Mid-Cap Value ETF | $65 | | 0.0% | 517 | 0.0% | ETF |
EES WisdomTree U.S. SmallCap Fund | $65 | | 0.0% | 1,350 | 0.0% | Finance |
VYM Vanguard High Dividend Yield ETF | $64 | $3 ▼ | -4.6% | 502 | 0.0% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $60 | | 0.0% | 1,180 | 0.0% | ETF |
HDV iShares Core High Dividend ETF | $59 | | 0.0% | 495 | 0.0% | ETF |
UBS UBS Group | $59 | $55 ▲ | 1,509.1% | 354 | 0.0% | Finance |
GILD Gilead Sciences | $58 | | 0.0% | 524 | 0.0% | Medical |
PALANTIR TECHNOLOGIES INC
| $54 | $20 ▲ | 59.4% | 1,140 | 0.0% | CL A |
VO Vanguard Mid-Cap ETF | $53 | | 0.0% | 205 | 0.0% | ETF |
NEE NextEra Energy | $51 | $7 ▼ | -12.1% | 729 | 0.0% | Utilities |
ORLY O'Reilly Automotive | $47 | | 0.0% | 33 | 0.0% | Retail/Wholesale |
