DFAU Dimensional US Core Equity Market ETF | $34,887,396 | $4,550,480 ▲ | 15.0% | 823,593 | 8.8% | ETF |
BND Vanguard Total Bond Market ETF | $22,504,857 | $2,299,833 ▲ | 11.4% | 305,648 | 5.7% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $21,321,898 | $2,271,752 ▲ | 11.9% | 427,592 | 5.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $18,776,390 | $3,375,718 ▲ | 21.9% | 206,107 | 4.8% | ETF |
DFAI Dimensional International Core Equity Market ETF | $16,802,727 | $1,692,099 ▲ | 11.2% | 486,049 | 4.3% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $14,333,041 | $2,130,745 ▲ | 17.5% | 210,131 | 3.6% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $13,399,861 | $1,417,683 ▲ | 11.8% | 195,504 | 3.4% | ETF |
AVUS Avantis U.S. Equity ETF | $11,679,858 | $601,087 ▲ | 5.4% | 115,849 | 3.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $11,054,520 | $271,196 ▲ | 2.5% | 193,905 | 2.8% | ETF |
DFIV Dimensional International Value ETF | $10,689,869 | $933,952 ▲ | 9.6% | 249,588 | 2.7% | ETF |
VB Vanguard Small-Cap ETF | $10,066,824 | $79,722 ▼ | -0.8% | 42,428 | 2.5% | ETF |
VOO Vanguard S&P 500 ETF | $9,588,008 | $257,324 ▲ | 2.8% | 16,879 | 2.4% | ETF |
VUG Vanguard Growth ETF | $9,156,338 | $103,935 ▲ | 1.1% | 20,879 | 2.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $8,808,826 | $550,121 ▲ | 6.7% | 113,897 | 2.2% | ETF |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $8,571,270 | $133,473 ▲ | 1.6% | 179,166 | 2.2% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $8,229,722 | $310,922 ▲ | 3.9% | 169,162 | 2.1% | Manufacturing |
AVDV Avantis International Small Cap Value ETF | $8,191,444 | $909,975 ▲ | 12.5% | 103,323 | 2.1% | ETF |
VO Vanguard Mid-Cap ETF | $7,922,185 | $498,270 ▲ | 6.7% | 28,285 | 2.0% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $7,383,648 | $551,346 ▲ | 8.1% | 101,592 | 1.9% | ETF |
VNQ Vanguard Real Estate ETF | $6,781,528 | $874,387 ▲ | 14.8% | 76,146 | 1.7% | ETF |
AAPL Apple | $6,100,675 | $515,195 ▲ | 9.2% | 29,734 | 1.5% | Computer and Technology |
AVIV Avantis International Large Cap Value ETF | $6,016,133 | $483,441 ▲ | 8.7% | 96,668 | 1.5% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $5,772,450 | $455,269 ▲ | 8.6% | 135,059 | 1.5% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,797,866 | | 0.0% | 35,529 | 1.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $4,639,102 | $1,672,737 ▲ | 56.4% | 25,526 | 1.2% | ETF |
MSFT Microsoft | $4,635,010 | $22,384 ▲ | 0.5% | 9,318 | 1.2% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $4,585,014 | $281,271 ▲ | 6.5% | 58,260 | 1.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $4,381,682 | $568,799 ▲ | 14.9% | 60,279 | 1.1% | ETF |
REZ iShares Residential and Multisector Real Estate ETF | $4,210,479 | $94,854 ▲ | 2.3% | 51,136 | 1.1% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $3,791,942 | $804,362 ▲ | 26.9% | 129,462 | 1.0% | ETF |
VTV Vanguard Value ETF | $3,516,108 | $246,213 ▲ | 7.5% | 19,836 | 0.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,402,602 | $52,804 ▼ | -1.5% | 16,625 | 0.9% | ETF |
XBIL US Treasury 6 Month Bill ETF | $3,363,791 | $364,087 ▲ | 12.1% | 67,075 | 0.9% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $2,893,606 | $139,092 ▼ | -4.6% | 27,211 | 0.7% | ETF |
GD General Dynamics | $2,810,144 | | 0.0% | 9,635 | 0.7% | Aerospace |
VTI Vanguard Total Stock Market ETF | $2,795,266 | $480,589 ▲ | 20.8% | 9,184 | 0.7% | ETF |
IVW iShares S&P 500 Growth ETF | $2,781,741 | $20,809 ▼ | -0.7% | 25,266 | 0.7% | ETF |
IWV iShares Russell 3000 ETF | $2,565,459 | $25,272 ▼ | -1.0% | 7,309 | 0.6% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $2,470,530 | $210,355 ▼ | -7.8% | 48,834 | 0.6% | Manufacturing |
DFUV Dimensional US Marketwide Value ETF | $2,359,532 | $52,893 ▼ | -2.2% | 55,807 | 0.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,263,355 | $64,656 ▼ | -2.8% | 16,978 | 0.6% | ETF |
AMZN Amazon.com | $1,977,819 | $63,624 ▲ | 3.3% | 9,015 | 0.5% | Retail/Wholesale |
AVDE Avantis International Equity ETF | $1,741,752 | | 0.0% | 23,534 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $1,650,591 | | 0.0% | 2,658 | 0.4% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $1,518,749 | $51,448 ▼ | -3.3% | 35,660 | 0.4% | ETF |
DKNG DraftKings | $1,510,029 | | 0.0% | 35,207 | 0.4% | Consumer Discretionary |
IWM iShares Russell 2000 ETF | $1,498,357 | $48,334 ▼ | -3.1% | 6,944 | 0.4% | Finance |
SHV iShares Short Treasury Bond ETF | $1,474,396 | $358,965 ▼ | -19.6% | 13,353 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $1,456,867 | $11,939 ▼ | -0.8% | 61,136 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,454,560 | $147,609 ▲ | 11.3% | 14,663 | 0.4% | Finance |
VXUS Vanguard Total International Stock ETF | $1,438,755 | $140,808 ▲ | 10.8% | 20,824 | 0.4% | ETF |
IVE iShares S&P 500 Value ETF | $1,386,897 | $46,705 ▼ | -3.3% | 7,097 | 0.4% | ETF |
ISHARES BITCOIN TRUST ETF
| $1,382,734 | $241,963 ▲ | 21.2% | 22,590 | 0.4% | SHS BEN INT |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,262,576 | $80,517 ▼ | -6.0% | 41,821 | 0.3% | ETF |
FVD First Trust Value Line Dividend Index Fund | $1,245,306 | $492 ▲ | 0.0% | 27,859 | 0.3% | ETF |
NVDA NVIDIA | $1,242,312 | $246,946 ▲ | 24.8% | 7,863 | 0.3% | Computer and Technology |
SCHA Schwab US Small-Cap ETF | $1,213,283 | $22,340 ▼ | -1.8% | 47,955 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $1,164,473 | $9,525 ▼ | -0.8% | 52,691 | 0.3% | ETF |
RTX RTX | $1,108,292 | $7,301 ▲ | 0.7% | 7,590 | 0.3% | Aerospace |
GOOGL Alphabet | $1,063,892 | $217,642 ▲ | 25.7% | 6,037 | 0.3% | Computer and Technology |
EFV iShares MSCI EAFE Value ETF | $1,045,946 | $9,712 ▼ | -0.9% | 16,477 | 0.3% | ETF |
XOM Exxon Mobil | $1,014,372 | $3,773 ▼ | -0.4% | 9,410 | 0.3% | Energy |
GOOG Alphabet | $1,007,529 | $493,476 ▲ | 96.0% | 5,680 | 0.3% | Computer and Technology |
VGT Vanguard Information Technology ETF | $893,878 | $169,757 ▼ | -16.0% | 1,348 | 0.2% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $783,519 | $7,756 ▼ | -1.0% | 14,851 | 0.2% | Manufacturing |
APPN Appian | $783,318 | | 0.0% | 26,233 | 0.2% | Computer and Technology |
PANW Palo Alto Networks | $782,339 | | 0.0% | 3,823 | 0.2% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $762,315 | $99,390 ▲ | 15.0% | 3,904 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $734,426 | $121 ▲ | 0.0% | 24,367 | 0.2% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $664,881 | $53,708 ▲ | 8.8% | 6,066 | 0.2% | Finance |
META Meta Platforms | $654,775 | $186,762 ▲ | 39.9% | 887 | 0.2% | Computer and Technology |
VYMI Vanguard International High Dividend Yield ETF | $639,364 | $3,124 ▲ | 0.5% | 7,981 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $617,442 | $24,989 ▼ | -3.9% | 12,799 | 0.2% | Finance |
DVY iShares Select Dividend ETF | $614,701 | $18,197 ▼ | -2.9% | 4,628 | 0.2% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $560,468 | $12,037 ▼ | -2.1% | 20,255 | 0.1% | ETF |
PALANTIR TECHNOLOGIES INC
| $558,912 | | 0.0% | 4,100 | 0.1% | CL A |
V Visa | $554,233 | $124,267 ▲ | 28.9% | 1,561 | 0.1% | Business Services |
BRK.B Berkshire Hathaway | $542,130 | $190,426 ▲ | 54.1% | 1,116 | 0.1% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $530,920 | $618 ▲ | 0.1% | 6,016 | 0.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $513,809 | $171,933 ▲ | 50.3% | 6,201 | 0.1% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $482,137 | | 0.0% | 780 | 0.1% | Finance |
DFAR Dimensional US Real Estate ETF | $477,623 | $2,745 ▼ | -0.6% | 20,359 | 0.1% | ETF |
WTW Willis Towers Watson Public | $476,612 | | 0.0% | 1,555 | 0.1% | Finance |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $476,174 | $49,280 ▲ | 11.5% | 3,923 | 0.1% | ETF |
COST Costco Wholesale | $459,343 | $21,779 ▲ | 5.0% | 464 | 0.1% | Retail/Wholesale |
TSLA Tesla | $452,983 | $59,085 ▲ | 15.0% | 1,426 | 0.1% | Auto/Tires/Trucks |
WMT Walmart | $415,761 | $29,334 ▲ | 7.6% | 4,252 | 0.1% | Retail/Wholesale |
SO Southern | $409,299 | | 0.0% | 4,457 | 0.1% | Utilities |
SCHH Schwab U.S. REIT ETF | $404,783 | $254 ▲ | 0.1% | 19,129 | 0.1% | ETF |
ORCL Oracle | $399,880 | $399,880 ▲ | New Holding | 1,829 | 0.1% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $399,434 | $4,559 ▲ | 1.2% | 1,577 | 0.1% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $380,948 | $380,948 ▲ | New Holding | 7,935 | 0.1% | ETF |
ACN Accenture | $371,089 | $7,171 ▼ | -1.9% | 1,242 | 0.1% | Computer and Technology |
AVGO Broadcom | $361,378 | | 0.0% | 1,311 | 0.1% | Computer and Technology |
CSCO Cisco Systems | $348,487 | $26,294 ▲ | 8.2% | 5,023 | 0.1% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $340,739 | | 0.0% | 5,069 | 0.1% | ETF |
NFLX Netflix | $336,122 | $8,035 ▲ | 2.4% | 251 | 0.1% | Consumer Discretionary |
USRT iShares Core U.S. REIT ETF | $328,903 | $72,342 ▲ | 28.2% | 5,815 | 0.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $311,402 | $99,852 ▼ | -24.3% | 3,917 | 0.1% | ETF |
BX Blackstone | $309,631 | | 0.0% | 2,070 | 0.1% | Finance |
