VGSH Vanguard Short-Term Treasury Index ETF | $23,066,763 | $449,346 ▼ | -1.9% | 397,223 | 11.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $10,814,508 | $550,243 ▲ | 5.4% | 338,482 | 5.6% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $10,475,433 | $261,722 ▲ | 2.6% | 325,324 | 5.4% | ETF |
SCHB Schwab US Broad Market ETF | $8,886,564 | $366 ▲ | 0.0% | 145,562 | 4.6% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $8,870,153 | $49,830 ▲ | 0.6% | 215,034 | 4.6% | ETF |
AAPL Apple | $4,913,731 | $10,632 ▼ | -0.2% | 28,655 | 2.5% | Computer and Technology |
DFIC Dimensional International Core Equity 2 ETF | $4,723,157 | $398,200 ▲ | 9.2% | 176,567 | 2.4% | ETF |
MSFT Microsoft | $4,508,856 | $31,133 ▼ | -0.7% | 10,717 | 2.3% | Computer and Technology |
SCHF Schwab International Equity ETF | $4,481,515 | $65,983 ▼ | -1.5% | 114,852 | 2.3% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $4,127,841 | $656,296 ▲ | 18.9% | 122,597 | 2.1% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $4,111,586 | $201,219 ▲ | 5.1% | 40,826 | 2.1% | ETF |
VTI Vanguard Total Stock Market ETF | $3,181,348 | $540,837 ▼ | -14.5% | 12,241 | 1.6% | ETF |
META Meta Platforms | $3,105,770 | | 0.0% | 6,396 | 1.6% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $2,906,328 | $336,388 ▼ | -10.4% | 57,930 | 1.5% | ETF |
NVO Novo Nordisk A/S | $2,881,553 | | 0.0% | 22,442 | 1.5% | Medical |
NVDA NVIDIA | $2,837,178 | | 0.0% | 3,140 | 1.5% | Computer and Technology |
DFSU Dimensional US Sustainability Core 1 ETF | $2,612,992 | $875,562 ▲ | 50.4% | 75,937 | 1.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $2,371,538 | $15,086 ▼ | -0.6% | 38,042 | 1.2% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $2,293,703 | $173,154 ▲ | 8.2% | 89,984 | 1.2% | ETF |
AMZN Amazon.com | $2,131,731 | $722 ▲ | 0.0% | 11,818 | 1.1% | Retail/Wholesale |
ASML ASML | $1,898,239 | | 0.0% | 1,956 | 1.0% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $1,715,860 | $76 ▼ | 0.0% | 22,583 | 0.9% | ETF |
NFLX Netflix | $1,683,636 | | 0.0% | 2,772 | 0.9% | Consumer Discretionary |
GOOGL Alphabet | $1,675,927 | $40,751 ▼ | -2.4% | 11,104 | 0.9% | Computer and Technology |
GOOG Alphabet | $1,643,038 | $40,349 ▼ | -2.4% | 10,791 | 0.8% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $1,604,158 | $40,228 ▼ | -2.4% | 28,153 | 0.8% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $1,566,617 | | 0.0% | 12,500 | 0.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,380,093 | $510,601 ▼ | -27.0% | 33,040 | 0.7% | ETF |
AVGO Broadcom | $1,374,450 | | 0.0% | 1,037 | 0.7% | Computer and Technology |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,354,517 | $329 ▲ | 0.0% | 28,795 | 0.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,327,103 | $810,267 ▲ | 156.8% | 13,550 | 0.7% | Finance |
COST Costco Wholesale | $1,224,957 | $73,263 ▲ | 6.4% | 1,672 | 0.6% | Retail/Wholesale |
IWN iShares Russell 2000 Value ETF | $1,213,469 | | 0.0% | 7,641 | 0.6% | ETF |
JPM JPMorgan Chase & Co. | $1,203,202 | $28,242 ▲ | 2.4% | 6,007 | 0.6% | Finance |
TM Toyota Motor | $1,072,912 | | 0.0% | 4,263 | 0.6% | Auto/Tires/Trucks |
UNH UnitedHealth Group | $1,070,531 | $7,915 ▼ | -0.7% | 2,164 | 0.6% | Medical |
MA Mastercard | $1,019,002 | $963 ▲ | 0.1% | 2,116 | 0.5% | Business Services |
V Visa | $968,408 | $28,187 ▲ | 3.0% | 3,470 | 0.5% | Business Services |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $959,648 | $8,650 ▼ | -0.9% | 37,722 | 0.5% | ETF |
HD Home Depot | $944,423 | $49,868 ▲ | 5.6% | 2,462 | 0.5% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $926,826 | $421 ▲ | 0.0% | 2,204 | 0.5% | Finance |
LLY Eli Lilly and Company | $926,550 | $68,460 ▼ | -6.9% | 1,191 | 0.5% | Medical |
ABBV AbbVie | $912,685 | $9,469 ▼ | -1.0% | 5,012 | 0.5% | Medical |
TSLA Tesla | $883,521 | $25,665 ▼ | -2.8% | 5,026 | 0.5% | Auto/Tires/Trucks |
SPLG SPDR Portfolio S&P 500 ETF | $849,720 | $849,720 ▲ | New Holding | 13,810 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $828,358 | $52 ▼ | 0.0% | 16,053 | 0.4% | ETF |
JNJ Johnson & Johnson | $807,718 | $27,050 ▲ | 3.5% | 5,106 | 0.4% | Medical |
VOO Vanguard S&P 500 ETF | $772,704 | $103,861 ▼ | -11.8% | 1,607 | 0.4% | ETF |
DFNM Dimensional National Municipal Bond ETF | $756,071 | | 0.0% | 15,722 | 0.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $671,999 | $1,511 ▼ | -0.2% | 22,237 | 0.3% | ETF |
PG Procter & Gamble | $662,142 | | 0.0% | 4,081 | 0.3% | Consumer Staples |
RY Royal Bank of Canada | $612,241 | | 0.0% | 6,069 | 0.3% | Finance |
WMT Walmart | $605,070 | $403,561 ▲ | 200.3% | 10,056 | 0.3% | Retail/Wholesale |
DFAT Dimensional U.S. Targeted Value ETF | $600,962 | $5,116 ▼ | -0.8% | 11,041 | 0.3% | ETF |
BNDX Vanguard Total International Bond ETF | $578,017 | $612,498 ▼ | -51.4% | 11,751 | 0.3% | ETF |
DFCF Dimensional Core Fixed Income ETF | $553,279 | $117,922 ▼ | -17.6% | 13,189 | 0.3% | ETF |
SONY Sony Group | $546,507 | | 0.0% | 6,374 | 0.3% | Consumer Discretionary |
NVS Novartis | $536,465 | | 0.0% | 5,546 | 0.3% | Medical |
VT Vanguard Total World Stock ETF | $534,527 | $3,315 ▲ | 0.6% | 4,837 | 0.3% | ETF |
ORCL Oracle | $533,843 | $1,884 ▼ | -0.4% | 4,250 | 0.3% | Computer and Technology |
RELX Relx | $532,251 | | 0.0% | 12,295 | 0.3% | Computer and Technology |
UL Unilever | $527,748 | $50 ▼ | 0.0% | 10,515 | 0.3% | Consumer Staples |
DFIV Dimensional International Value ETF | $513,324 | | 0.0% | 13,968 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $508,144 | $115 ▼ | 0.0% | 4,407 | 0.3% | ETF |
CSCO Cisco Systems | $504,081 | $1,946 ▼ | -0.4% | 10,100 | 0.3% | Computer and Technology |
KO Coca-Cola | $500,697 | $28,999 ▲ | 6.1% | 8,184 | 0.3% | Consumer Staples |
DFAR Dimensional US Real Estate ETF | $494,667 | $9,239 ▲ | 1.9% | 22,113 | 0.3% | ETF |
AZN AstraZeneca | $471,879 | | 0.0% | 6,965 | 0.2% | Medical |
ACN Accenture | $463,764 | | 0.0% | 1,338 | 0.2% | Business Services |
IBM International Business Machines | $450,093 | $573 ▲ | 0.1% | 2,357 | 0.2% | Computer and Technology |
CAT Caterpillar | $436,785 | | 0.0% | 1,192 | 0.2% | Industrial Products |
QCOM QUALCOMM | $435,944 | $12,528 ▼ | -2.8% | 2,575 | 0.2% | Computer and Technology |
CVS CVS Health | $428,231 | $3,908 ▲ | 0.9% | 5,369 | 0.2% | Retail/Wholesale |
AMGN Amgen | $424,490 | $2,559 ▼ | -0.6% | 1,493 | 0.2% | Medical |
ADBE Adobe | $421,846 | $7,064 ▼ | -1.6% | 836 | 0.2% | Computer and Technology |
MRK Merck & Co., Inc. | $416,302 | $6,202 ▲ | 1.5% | 3,155 | 0.2% | Medical |
ADP Automatic Data Processing | $414,069 | $22,227 ▼ | -5.1% | 1,658 | 0.2% | Business Services |
ELV Elevance Health | $411,202 | $1,556 ▼ | -0.4% | 793 | 0.2% | Medical |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $410,862 | $227,579 ▼ | -35.6% | 4,582 | 0.2% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $406,591 | $30,411 ▼ | -7.0% | 8,490 | 0.2% | Manufacturing |
PEP PepsiCo | $399,023 | $32,377 ▼ | -7.5% | 2,280 | 0.2% | Consumer Staples |
CI The Cigna Group | $398,783 | | 0.0% | 1,098 | 0.2% | Medical |
AMAT Applied Materials | $398,024 | | 0.0% | 1,930 | 0.2% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $393,495 | $393,495 ▲ | New Holding | 7,377 | 0.2% | ETF |
SHW Sherwin-Williams | $393,178 | $695 ▲ | 0.2% | 1,132 | 0.2% | Construction |
MCD McDonald's | $385,708 | $29,323 ▼ | -7.1% | 1,368 | 0.2% | Retail/Wholesale |
AMD Advanced Micro Devices | $383,361 | $541 ▲ | 0.1% | 2,124 | 0.2% | Computer and Technology |
CMCSA Comcast | $383,084 | $997 ▼ | -0.3% | 8,837 | 0.2% | Consumer Discretionary |
BND Vanguard Total Bond Market ETF | $382,810 | $5,955 ▼ | -1.5% | 5,271 | 0.2% | ETF |
BKNG Booking | $377,300 | | 0.0% | 104 | 0.2% | Retail/Wholesale |
GBIL Goldman Sachs TreasuryAccess 0-1 Year ETF | $375,050 | $92,627 ▼ | -19.8% | 3,717 | 0.2% | ETF |
VZ Verizon Communications | $370,759 | $2,392 ▲ | 0.6% | 8,836 | 0.2% | Computer and Technology |
TMO Thermo Fisher Scientific | $360,350 | $6,393 ▲ | 1.8% | 620 | 0.2% | Medical |
CRM Salesforce | $359,609 | | 0.0% | 1,194 | 0.2% | Computer and Technology |
INTC Intel | $353,316 | $353,316 ▲ | New Holding | 7,999 | 0.2% | Computer and Technology |
LRCX Lam Research | $352,680 | | 0.0% | 363 | 0.2% | Computer and Technology |
STLA Stellantis | $351,203 | | 0.0% | 12,410 | 0.2% | Auto/Tires/Trucks |
DIS Walt Disney | $350,684 | $1,713 ▲ | 0.5% | 2,866 | 0.2% | Consumer Discretionary |
DFIS Dimensional International Small Cap ETF | $350,564 | $19,472 ▲ | 5.9% | 13,989 | 0.2% | ETF |
AXP American Express | $348,606 | $19,354 ▼ | -5.3% | 1,531 | 0.2% | Finance |
TRV Travelers Companies | $347,051 | $230 ▼ | -0.1% | 1,508 | 0.2% | Finance |
DHI D.R. Horton | $346,871 | $329 ▼ | -0.1% | 2,108 | 0.2% | Construction |
BMY Bristol-Myers Squibb | $340,998 | $2,169 ▲ | 0.6% | 6,288 | 0.2% | Medical |
SAP SAP | $339,352 | | 0.0% | 1,740 | 0.2% | Computer and Technology |
UNP Union Pacific | $333,727 | $246 ▼ | -0.1% | 1,357 | 0.2% | Transportation |
SAN Banco Santander | $332,808 | $19 ▲ | 0.0% | 68,762 | 0.2% | Finance |
VBR Vanguard Small-Cap Value ETF | $329,534 | $459,083 ▼ | -58.2% | 1,717 | 0.2% | ETF |
LOW Lowe's Companies | $327,838 | | 0.0% | 1,287 | 0.2% | Retail/Wholesale |
ESGV Vanguard ESG US Stock ETF | $327,563 | | 0.0% | 3,515 | 0.2% | ETF |
TD Toronto-Dominion Bank | $321,765 | | 0.0% | 5,329 | 0.2% | Finance |
SLB Schlumberger | $319,981 | | 0.0% | 5,838 | 0.2% | Oils/Energy |
MPC Marathon Petroleum | $319,176 | | 0.0% | 1,584 | 0.2% | Oils/Energy |
U HAUL HOLDING COMPANY
| $313,329 | $4,134 ▼ | -1.3% | 4,699 | 0.2% | COM SER N |
HSBC HSBC | $313,266 | | 0.0% | 7,959 | 0.2% | Finance |
PFE Pfizer | $310,911 | $18,759 ▲ | 6.4% | 11,204 | 0.2% | Medical |
GIB CGI | $307,494 | | 0.0% | 2,783 | 0.2% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $306,342 | $521,327 ▼ | -63.0% | 1,965 | 0.2% | ETF |
VTV Vanguard Value ETF | $306,137 | $653,147 ▼ | -68.1% | 1,880 | 0.2% | ETF |
GS The Goldman Sachs Group | $295,725 | $418 ▲ | 0.1% | 708 | 0.2% | Finance |
PCAR PACCAR | $294,115 | $372 ▲ | 0.1% | 2,374 | 0.2% | Auto/Tires/Trucks |
PGR Progressive | $292,237 | $207 ▼ | -0.1% | 1,413 | 0.2% | Finance |
ETN Eaton | $291,105 | $313 ▲ | 0.1% | 931 | 0.1% | Industrial Products |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $289,663 | $289,663 ▲ | New Holding | 6,730 | 0.1% | ETF |
MCK McKesson | $287,752 | $17,179 ▼ | -5.6% | 536 | 0.1% | Medical |
DEO Diageo | $287,366 | | 0.0% | 1,932 | 0.1% | Consumer Staples |
GWW W.W. Grainger | $283,827 | | 0.0% | 279 | 0.1% | Industrial Products |
MS Morgan Stanley | $283,704 | $847 ▼ | -0.3% | 3,013 | 0.1% | Finance |
TJX TJX Companies | $282,658 | $203 ▼ | -0.1% | 2,787 | 0.1% | Retail/Wholesale |
KLAC KLA | $282,222 | $699 ▼ | -0.2% | 404 | 0.1% | Computer and Technology |
BAC Bank of America | $280,229 | $2,882 ▲ | 1.0% | 7,390 | 0.1% | Finance |
TGT Target | $279,815 | $4,785 ▲ | 1.7% | 1,579 | 0.1% | Retail/Wholesale |
AMP Ameriprise Financial | $278,409 | $438 ▲ | 0.2% | 635 | 0.1% | Finance |
PHM PulteGroup | $277,185 | $362 ▲ | 0.1% | 2,298 | 0.1% | Construction |
BMO Bank of Montreal | $270,964 | $293 ▲ | 0.1% | 2,774 | 0.1% | Finance |
REGN Regeneron Pharmaceuticals | $270,460 | | 0.0% | 281 | 0.1% | Medical |
UBS UBS Group | $269,445 | | 0.0% | 8,771 | 0.1% | Finance |
URI United Rentals | $268,253 | | 0.0% | 372 | 0.1% | Construction |
DHR Danaher | $267,450 | $999 ▲ | 0.4% | 1,071 | 0.1% | Multi-Sector Conglomerates |
INTU Intuit | $267,150 | | 0.0% | 411 | 0.1% | Computer and Technology |
DFGR Dimensional Global Real Estate ETF | $265,829 | $13,276 ▲ | 5.3% | 10,412 | 0.1% | ETF |
RTX RTX | $265,282 | $1,170 ▲ | 0.4% | 2,720 | 0.1% | Aerospace |
LMT Lockheed Martin | $264,734 | | 0.0% | 582 | 0.1% | Aerospace |
DE Deere & Company | $264,106 | $821 ▼ | -0.3% | 643 | 0.1% | Industrial Products |
BLK BlackRock | $262,616 | $2,501 ▲ | 1.0% | 315 | 0.1% | Finance |
PH Parker-Hannifin | $261,777 | | 0.0% | 471 | 0.1% | Industrial Products |
AFL Aflac | $256,636 | $172 ▲ | 0.1% | 2,989 | 0.1% | Finance |
WFC Wells Fargo & Company | $255,198 | $985 ▲ | 0.4% | 4,403 | 0.1% | Finance |
ING ING Groep | $254,886 | | 0.0% | 15,457 | 0.1% | Finance |
MUFG Mitsubishi UFJ Financial Group | $254,134 | $41 ▼ | 0.0% | 24,842 | 0.1% | Finance |
NKE NIKE | $252,148 | $1,410 ▼ | -0.6% | 2,683 | 0.1% | Consumer Discretionary |
PSX Phillips 66 | $247,787 | $490 ▲ | 0.2% | 1,517 | 0.1% | Oils/Energy |
KR Kroger | $247,430 | $247,430 ▲ | New Holding | 4,331 | 0.1% | Retail/Wholesale |
LINDE PLC
| $245,625 | $464 ▼ | -0.2% | 529 | 0.1% | SHS |
IDEV iShares Core MSCI International Developed Markets ETF | $244,890 | | 0.0% | 3,648 | 0.1% | ETF |
GILD Gilead Sciences | $241,872 | $1,612 ▼ | -0.7% | 3,302 | 0.1% | Medical |
BLDR Builders FirstSource | $239,833 | $239,833 ▲ | New Holding | 1,150 | 0.1% | Retail/Wholesale |
DFUV Dimensional US Marketwide Value ETF | $238,611 | | 0.0% | 5,834 | 0.1% | ETF |
VRTX Vertex Pharmaceuticals | $236,176 | | 0.0% | 565 | 0.1% | Medical |
SMFG Sumitomo Mitsui Financial Group | $233,870 | | 0.0% | 19,870 | 0.1% | Finance |
SNY Sanofi | $230,024 | | 0.0% | 4,733 | 0.1% | Medical |
CB Chubb | $229,848 | | 0.0% | 887 | 0.1% | Finance |
VLO Valero Energy | $227,188 | $227,188 ▲ | New Holding | 1,331 | 0.1% | Oils/Energy |
RACE Ferrari | $225,381 | $225,381 ▲ | New Holding | 517 | 0.1% | Auto/Tires/Trucks |
GE General Electric | $221,343 | $221,343 ▲ | New Holding | 1,261 | 0.1% | Transportation |
DECK Deckers Outdoor | $221,196 | $221,196 ▲ | New Holding | 235 | 0.1% | Retail/Wholesale |
BBVA Banco Bilbao Vizcaya Argentaria | $220,117 | $24 ▲ | 0.0% | 18,591 | 0.1% | Finance |
SPGI S&P Global | $219,958 | | 0.0% | 517 | 0.1% | Business Services |
STLD Steel Dynamics | $219,825 | $219,825 ▲ | New Holding | 1,483 | 0.1% | Basic Materials |
TT Trane Technologies | $219,146 | $219,146 ▲ | New Holding | 730 | 0.1% | Business Services |
TAK Takeda Pharmaceutical | $218,351 | | 0.0% | 15,720 | 0.1% | Medical |
NUE Nucor | $218,284 | $218,284 ▲ | New Holding | 1,103 | 0.1% | Basic Materials |
APO Apollo Global Management | $217,366 | $217,366 ▲ | New Holding | 1,933 | 0.1% | Finance |
TXN Texas Instruments | $216,020 | $5,401 ▲ | 2.6% | 1,240 | 0.1% | Computer and Technology |
TTE TotalEnergies | $213,924 | $2,340 ▲ | 1.1% | 3,108 | 0.1% | Oils/Energy |
MUB iShares National Muni Bond ETF | $213,727 | $213,727 ▲ | New Holding | 1,986 | 0.1% | ETF |
BNS Bank of Nova Scotia | $213,282 | $155 ▲ | 0.1% | 4,119 | 0.1% | Finance |
CTAS Cintas | $210,918 | $210,918 ▲ | New Holding | 307 | 0.1% | Industrial Products |
NVR NVR | $210,599 | $210,599 ▲ | New Holding | 26 | 0.1% | Construction |
RS Reliance | $208,863 | $208,863 ▲ | New Holding | 625 | 0.1% | Basic Materials |
JPST JPMorgan Ultra-Short Income ETF | $208,744 | $208,744 ▲ | New Holding | 4,138 | 0.1% | ETF |
AIG American International Group | $206,681 | $206,681 ▲ | New Holding | 2,644 | 0.1% | Finance |
CARR Carrier Global | $206,478 | $233 ▲ | 0.1% | 3,552 | 0.1% | Computer and Technology |
CM Canadian Imperial Bank of Commerce | $205,467 | $205,467 ▲ | New Holding | 4,051 | 0.1% | Finance |
ANET Arista Networks | $204,146 | $204,146 ▲ | New Holding | 704 | 0.1% | Computer and Technology |
SMCI Super Micro Computer | $203,016 | $203,016 ▲ | New Holding | 201 | 0.1% | Computer and Technology |
ITW Illinois Tool Works | $200,979 | $200,979 ▲ | New Holding | 749 | 0.1% | Industrial Products |
BCS Barclays | $150,236 | | 0.0% | 15,898 | 0.1% | Finance |
ORAN Orange | $145,501 | | 0.0% | 12,362 | 0.1% | Computer and Technology |
ERIC Telefonaktiebolaget LM Ericsson (publ) | $101,814 | | 0.0% | 18,478 | 0.1% | Computer and Technology |
MFG Mizuho Financial Group | $97,212 | $8 ▲ | 0.0% | 24,425 | 0.0% | Finance |
TEF Telefónica | $83,008 | | 0.0% | 18,823 | 0.0% | Utilities |
LYG Lloyds Banking Group | $82,018 | $8 ▲ | 0.0% | 31,667 | 0.0% | Finance |
NMR Nomura | $78,581 | $19 ▲ | 0.0% | 12,240 | 0.0% | Finance |
NWG NatWest Group | $74,623 | | 0.0% | 10,974 | 0.0% | Finance |
NOK Nokia Oyj | $69,865 | | 0.0% | 19,736 | 0.0% | Computer and Technology |
AEGON LTD
| $61,326 | $36 ▼ | -0.1% | 10,137 | 0.0% | AMER REG 1 CERT |
SIRI Sirius XM | $52,415 | $52,415 ▲ | New Holding | 13,509 | 0.0% | Consumer Discretionary |
SNAP Snap | $0 | $1,357,820 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
