VOO Vanguard S&P 500 ETF | $23,839,651 | $2,682,238 ▼ | -10.1% | 41,969 | 8.7% | ETF |
AVDE Avantis International Equity ETF | $19,858,955 | $1,260,094 ▲ | 6.8% | 268,328 | 7.3% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $18,501,292 | $246,065 ▲ | 1.3% | 243,310 | 6.8% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $14,208,552 | $671,186 ▲ | 5.0% | 208,306 | 5.2% | ETF |
VO Vanguard Mid-Cap ETF | $13,067,781 | $533,916 ▲ | 4.3% | 46,699 | 4.8% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $10,330,647 | $2,797,342 ▲ | 37.1% | 56,843 | 3.8% | ETF |
VTV Vanguard Value ETF | $9,493,766 | $425,943 ▲ | 4.7% | 53,716 | 3.5% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $9,059,823 | | 0.0% | 308,472 | 3.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $8,242,035 | $90,468 ▼ | -1.1% | 129,368 | 3.0% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $7,974,038 | $249,249 ▲ | 3.2% | 272,990 | 2.9% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $6,526,951 | $105,858 ▲ | 1.6% | 71,646 | 2.4% | ETF |
DFUV Dimensional US Marketwide Value ETF | $5,676,259 | | 0.0% | 134,254 | 2.1% | ETF |
AMZN Amazon.com | $5,617,700 | $1,141,047 ▲ | 25.5% | 25,606 | 2.1% | Retail/Wholesale |
AVDV Avantis International Small Cap Value ETF | $5,494,263 | $238,712 ▲ | 4.5% | 69,302 | 2.0% | ETF |
BRK.B Berkshire Hathaway | $5,230,771 | $31,089 ▼ | -0.6% | 10,768 | 1.9% | Finance |
AAPL Apple | $4,586,985 | $436,397 ▼ | -8.7% | 22,357 | 1.7% | Computer and Technology |
V Visa | $4,532,923 | $30,179 ▼ | -0.7% | 12,767 | 1.7% | Business Services |
APO Apollo Global Management | $4,138,206 | $147,829 ▲ | 3.7% | 29,169 | 1.5% | Finance |
SPY SPDR S&P 500 ETF Trust | $3,663,233 | | 0.0% | 5,929 | 1.3% | Finance |
MSFT Microsoft | $3,613,186 | $784,416 ▼ | -17.8% | 7,264 | 1.3% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $2,987,345 | $4,246 ▼ | -0.1% | 7,036 | 1.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $2,809,469 | $369,415 ▲ | 15.1% | 81,269 | 1.0% | ETF |
ORCL Oracle | $2,761,297 | $38,916 ▼ | -1.4% | 12,630 | 1.0% | Computer and Technology |
BX Blackstone | $2,459,993 | $36,946 ▼ | -1.5% | 16,446 | 0.9% | Finance |
JPM JPMorgan Chase & Co. | $2,404,514 | $20,294 ▼ | -0.8% | 8,294 | 0.9% | Finance |
CAT Caterpillar | $2,194,552 | $76,866 ▼ | -3.4% | 5,653 | 0.8% | Industrials |
GOOGL Alphabet | $2,171,330 | $55,336 ▲ | 2.6% | 12,321 | 0.8% | Computer and Technology |
IWP iShares Russell Mid-Cap Growth ETF | $2,120,417 | | 0.0% | 15,290 | 0.8% | ETF |
META Meta Platforms | $2,026,058 | $128,428 ▲ | 6.8% | 2,745 | 0.7% | Computer and Technology |
KKR KKR & Co. Inc. | $1,819,052 | $28,468 ▼ | -1.5% | 13,674 | 0.7% | Finance |
Minnehaha Banshares Inc-Common
| $1,811,865 | | 0.0% | 9,174 | 0.7% | Common Stock |
MA Mastercard | $1,775,730 | $52,260 ▼ | -2.9% | 3,160 | 0.7% | Business Services |
VEA Vanguard FTSE Developed Markets ETF | $1,678,374 | | 0.0% | 29,440 | 0.6% | ETF |
UBER Uber Technologies | $1,594,590 | $222,054 ▲ | 16.2% | 17,091 | 0.6% | Computer and Technology |
Avantis US Mid Cap Value ETF
| $1,499,425 | $220,069 ▲ | 17.2% | 22,934 | 0.6% | Exchange Traded Fund |
VUG Vanguard Growth ETF | $1,485,299 | | 0.0% | 3,388 | 0.5% | ETF |
Simplify MBS ETF
| $1,466,285 | $527,999 ▲ | 56.3% | 29,273 | 0.5% | Fixed Income ETF |
XOM Exxon Mobil | $1,417,630 | $72,870 ▼ | -4.9% | 13,151 | 0.5% | Energy |
BAC Bank of America | $1,386,997 | $147,970 ▼ | -9.6% | 29,311 | 0.5% | Finance |
CSX CSX | $1,321,515 | | 0.0% | 40,500 | 0.5% | Transportation |
MUB iShares National Muni Bond ETF | $1,311,329 | | 0.0% | 12,551 | 0.5% | ETF |
SHW Sherwin-Williams | $1,263,908 | | 0.0% | 3,681 | 0.5% | Basic Materials |
DIS Walt Disney | $1,255,602 | $7,937 ▼ | -0.6% | 10,125 | 0.5% | Consumer Discretionary |
IVW iShares S&P 500 Growth ETF | $1,212,421 | | 0.0% | 11,012 | 0.4% | ETF |
ABBV AbbVie | $1,179,429 | $2,042 ▲ | 0.2% | 6,354 | 0.4% | Medical |
UNP Union Pacific | $1,140,737 | $22,548 ▼ | -1.9% | 4,958 | 0.4% | Transportation |
WFC Wells Fargo & Company | $1,135,060 | $2,404 ▲ | 0.2% | 14,167 | 0.4% | Finance |
PEP PepsiCo | $1,061,734 | $139,698 ▼ | -11.6% | 8,041 | 0.4% | Consumer Staples |
WST West Pharmaceutical Services | $1,034,268 | $567,130 ▲ | 121.4% | 4,727 | 0.4% | Medical |
PM Philip Morris International | $994,430 | $911 ▲ | 0.1% | 5,460 | 0.4% | Consumer Staples |
LLY Eli Lilly and Company | $979,869 | $7,795 ▲ | 0.8% | 1,257 | 0.4% | Medical |
BBN BlackRock Taxable Municipal Bond Trust | $941,565 | | 0.0% | 58,446 | 0.3% | Financial Services |
IWO iShares Russell 2000 Growth ETF | $903,032 | | 0.0% | 3,159 | 0.3% | ETF |
DHR Danaher | $893,078 | $893,078 ▲ | New Holding | 4,521 | 0.3% | Medical |
VYM Vanguard High Dividend Yield ETF | $891,977 | $2,533 ▲ | 0.3% | 6,691 | 0.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $824,368 | | 0.0% | 19,461 | 0.3% | ETF |
ORLY O'Reilly Automotive | $802,067 | $746,547 ▲ | 1,344.6% | 8,899 | 0.3% | Retail/Wholesale |
ASML ASML | $784,561 | $784,561 ▲ | New Holding | 979 | 0.3% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $765,261 | | 0.0% | 9,167 | 0.3% | ETF |
TJX TJX Companies | $762,921 | $27,415 ▼ | -3.5% | 6,178 | 0.3% | Retail/Wholesale |
NOW ServiceNow | $762,835 | $2,056 ▲ | 0.3% | 742 | 0.3% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $760,303 | $42,794 ▲ | 6.0% | 12,259 | 0.3% | ETF |
CVX Chevron | $697,908 | $5,441 ▲ | 0.8% | 4,874 | 0.3% | Energy |
PG Procter & Gamble | $696,866 | $9,878 ▼ | -1.4% | 4,374 | 0.3% | Consumer Staples |
EXPE Expedia Group | $690,239 | $14,169 ▼ | -2.0% | 4,092 | 0.3% | Retail/Wholesale |
TRV Travelers Companies | $685,973 | $4,816 ▲ | 0.7% | 2,564 | 0.3% | Finance |
JNJ Johnson & Johnson | $669,504 | $72,862 ▼ | -9.8% | 4,383 | 0.2% | Medical |
IBM International Business Machines | $646,453 | $9,433 ▼ | -1.4% | 2,193 | 0.2% | Computer and Technology |
KO CocaCola | $634,557 | $3,042 ▲ | 0.5% | 8,969 | 0.2% | Consumer Staples |
SBUX Starbucks | $608,515 | $58,002 ▲ | 10.5% | 6,641 | 0.2% | Retail/Wholesale |
VNO Vornado Realty Trust | $600,750 | $41,643 ▲ | 7.4% | 15,710 | 0.2% | Finance |
CSCO Cisco Systems | $592,783 | $78,608 ▼ | -11.7% | 8,544 | 0.2% | Computer and Technology |
GOOG Alphabet | $564,987 | $4,967 ▲ | 0.9% | 3,185 | 0.2% | Computer and Technology |
SYLD Cambria Shareholder Yield ETF | $536,693 | $15,867 ▲ | 3.0% | 8,253 | 0.2% | ETF |
GLD SPDR Gold Shares | $534,977 | | 0.0% | 1,755 | 0.2% | Finance |
ABT Abbott Laboratories | $527,311 | $1,768 ▼ | -0.3% | 3,877 | 0.2% | Medical |
CMI Cummins | $524,000 | | 0.0% | 1,600 | 0.2% | Auto/Tires/Trucks |
MNST Monster Beverage | $520,538 | | 0.0% | 8,310 | 0.2% | Consumer Staples |
HD Home Depot | $501,197 | $1,467 ▲ | 0.3% | 1,367 | 0.2% | Retail/Wholesale |
VBR Vanguard Small-Cap Value ETF | $490,255 | $16,771 ▲ | 3.5% | 2,514 | 0.2% | ETF |
LOW Lowe's Companies | $485,673 | $3,328 ▲ | 0.7% | 2,189 | 0.2% | Retail/Wholesale |
UNH UnitedHealth Group | $475,754 | | 0.0% | 1,525 | 0.2% | Medical |
SPG Simon Property Group | $472,795 | $3,858 ▼ | -0.8% | 2,941 | 0.2% | Finance |
DLTR Dollar Tree | $465,884 | $173,518 ▲ | 59.3% | 4,704 | 0.2% | Retail/Wholesale |
DFCA Dimensional California Municipal Bond ETF | $465,745 | $125,615 ▼ | -21.2% | 9,451 | 0.2% | ETF |
LMT Lockheed Martin | $459,899 | | 0.0% | 993 | 0.2% | Aerospace |
AVGO Broadcom | $433,873 | $14,885 ▲ | 3.6% | 1,574 | 0.2% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $431,261 | $21,186 ▲ | 5.2% | 5,150 | 0.2% | Manufacturing |
BMY Bristol Myers Squibb | $429,293 | $3,657 ▲ | 0.9% | 9,274 | 0.2% | Medical |
GE GE Aerospace | $428,040 | $11,840 ▲ | 2.8% | 1,663 | 0.2% | Aerospace |
GD General Dynamics | $410,366 | $583 ▲ | 0.1% | 1,407 | 0.2% | Aerospace |
AWI Armstrong World Industries | $409,511 | $22,742 ▼ | -5.3% | 2,521 | 0.2% | Construction |
MCD McDonald's | $392,092 | $877 ▲ | 0.2% | 1,342 | 0.1% | Retail/Wholesale |
WMT Walmart | $385,449 | $391 ▼ | -0.1% | 3,942 | 0.1% | Retail/Wholesale |
EEM iShares MSCI Emerging Markets ETF | $378,153 | | 0.0% | 7,839 | 0.1% | Finance |
ADP Automatic Data Processing | $371,314 | $1,234 ▲ | 0.3% | 1,204 | 0.1% | Computer and Technology |
EA Electronic Arts | $363,158 | | 0.0% | 2,274 | 0.1% | Consumer Discretionary |
VNQ Vanguard Real Estate ETF | $357,754 | | 0.0% | 4,017 | 0.1% | ETF |
PSX Phillips 66 | $351,458 | $28,393 ▼ | -7.5% | 2,946 | 0.1% | Energy |
AEP American Electric Power | $350,190 | | 0.0% | 3,375 | 0.1% | Utilities |
NEE NextEra Energy | $341,408 | | 0.0% | 4,918 | 0.1% | Utilities |
DG Dollar General | $338,908 | | 0.0% | 2,963 | 0.1% | Retail/Wholesale |
APD Air Products and Chemicals | $332,267 | | 0.0% | 1,178 | 0.1% | Basic Materials |
TMO Thermo Fisher Scientific | $329,639 | $329,639 ▲ | New Holding | 813 | 0.1% | Medical |
CRM Salesforce | $329,137 | $1,909 ▲ | 0.6% | 1,207 | 0.1% | Computer and Technology |
CTSH Cognizant Technology Solutions | $312,120 | | 0.0% | 4,000 | 0.1% | Computer and Technology |
NVDA NVIDIA | $310,924 | $310,924 ▲ | New Holding | 1,968 | 0.1% | Computer and Technology |
DIA SPDR Dow Jones Industrial Average ETF Trust | $310,658 | $54,200 ▼ | -14.9% | 705 | 0.1% | Finance |
BKH Black Hills | $307,596 | | 0.0% | 5,483 | 0.1% | Utilities |
HIFS Hingham Institution for Savings | $305,471 | | 0.0% | 1,230 | 0.1% | Finance |
DE Deere & Company | $300,009 | $81,867 ▲ | 37.5% | 590 | 0.1% | Industrials |
COR Cencora | $299,850 | | 0.0% | 1,000 | 0.1% | Medical |
RTX RTX | $285,469 | $6,571 ▼ | -2.3% | 1,955 | 0.1% | Aerospace |
EMR Emerson Electric | $280,126 | $267 ▲ | 0.1% | 2,101 | 0.1% | Industrials |
IVV iShares Core S&P 500 ETF | $278,784 | | 0.0% | 449 | 0.1% | ETF |
MPC Marathon Petroleum | $274,580 | $831 ▲ | 0.3% | 1,653 | 0.1% | Energy |
IAU iShares Gold Trust | $274,384 | | 0.0% | 4,400 | 0.1% | Finance |
ADBE Adobe | $272,364 | $1,548 ▲ | 0.6% | 704 | 0.1% | Computer and Technology |
YUM Yum! Brands | $266,428 | | 0.0% | 1,798 | 0.1% | Retail/Wholesale |
HBAN Huntington Bancshares | $265,914 | | 0.0% | 15,866 | 0.1% | Finance |
WM Waste Management | $252,160 | $171,158 ▼ | -40.4% | 1,102 | 0.1% | Business Services |
Blackrock Inc
| $239,229 | $3,148 ▲ | 1.3% | 228 | 0.1% | Common Stock |
XEL Xcel Energy | $231,812 | | 0.0% | 3,404 | 0.1% | Utilities |
COP ConocoPhillips | $230,811 | $10,141 ▲ | 4.6% | 2,572 | 0.1% | Energy |
EFA iShares MSCI EAFE ETF | $230,090 | | 0.0% | 2,574 | 0.1% | Finance |
ICLR Icon | $229,811 | $12,363 ▲ | 5.7% | 1,580 | 0.1% | Medical |
CAH Cardinal Health | $227,640 | $227,640 ▲ | New Holding | 1,355 | 0.1% | Medical |
QCOM QUALCOMM | $222,168 | $478 ▲ | 0.2% | 1,395 | 0.1% | Computer and Technology |
GE Vernova LLC
| $221,714 | $221,714 ▲ | New Holding | 419 | 0.1% | Common Stock |
AVSC Avantis U.S. Small Cap Equity ETF | $218,812 | | 0.0% | 4,243 | 0.1% | ETF |
QQQ Invesco QQQ | $215,691 | $215,691 ▲ | New Holding | 391 | 0.1% | Finance |
COF Capital One Financial | $203,186 | $203,186 ▲ | New Holding | 955 | 0.1% | Finance |
VYMI Vanguard International High Dividend Yield ETF | $200,275 | $200,275 ▲ | New Holding | 2,500 | 0.1% | ETF |
Envirochem, Inc
| $3 | | 0.0% | 27,500 | 0.0% | Common Stock |
CMF iShares California Muni Bond ETF | $0 | $562,800 ▼ | -100.0% | 0 | 0.0% | ETF |
DBA Invesco DB Agriculture Fund | $0 | $406,426 ▼ | -100.0% | 0 | 0.0% | Finance |
TGT Target | $0 | $309,114 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
MRK Merck & Co., Inc. | $0 | $247,379 ▼ | -100.0% | 0 | 0.0% | Medical |
NKE NIKE | $0 | $232,781 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
SHOO Steven Madden | $0 | $215,784 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
AVEM Avantis Emerging Markets Equity ETF | $0 | $210,595 ▼ | -100.0% | 0 | 0.0% | ETF |
