DFAU Dimensional US Core Equity Market ETF | $43,419,627 | $383,385 â–¼ | -0.9% | 840,001 | 7.1% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $34,619,092 | $2,144,122 â–² | 6.6% | 277,486 | 5.7% | ETF |
DFAI Dimensional International Core Equity Market ETF | $29,800,989 | $3,647,409 â–² | 13.9% | 722,448 | 4.9% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $26,875,028 | $2,802,427 â–² | 11.6% | 294,650 | 4.4% | ETF |
BND Vanguard Total Bond Market ETF | $26,322,283 | $941,191 â–² | 3.7% | 358,565 | 4.3% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $25,367,546 | $751,828 â–² | 3.1% | 509,593 | 4.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $24,985,069 | $5,492,036 â–² | 28.2% | 325,750 | 4.1% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $24,439,004 | $1,513,350 â–² | 6.6% | 253,280 | 4.0% | ETF |
VTI Vanguard Total Stock Market ETF | $21,465,559 | $6,675,123 â–² | 45.1% | 58,009 | 3.5% | ETF |
AVUS Avantis U.S. Equity ETF | $17,412,015 | $499,126 â–² | 3.0% | 135,947 | 2.8% | ETF |
DFIV Dimensional International Value ETF | $16,385,417 | $785,938 â–² | 5.0% | 303,321 | 2.7% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $16,287,940 | $2,635,271 â–² | 19.3% | 561,459 | 2.7% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $15,455,830 | $27,574 â–¼ | -0.2% | 216,924 | 2.5% | ETF |
VUG Vanguard Growth ETF | $15,078,551 | $12,858,895 â–² | 579.3% | 175,047 | 2.5% | ETF |
AVDV Avantis International Small Cap Value ETF | $15,027,263 | $947,957 â–² | 6.7% | 145,825 | 2.5% | ETF |
VB Vanguard Small-Cap ETF | $12,859,438 | $303,420 â–¼ | -2.3% | 42,424 | 2.1% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $11,569,834 | $4,232,372 â–² | 57.7% | 242,300 | 1.9% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $10,931,856 | $309,427 â–² | 2.9% | 226,567 | 1.8% | Manufacturing |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $10,595,061 | $408,625 â–² | 4.0% | 222,960 | 1.7% | ETF |
VOO Vanguard S&P 500 ETF | $9,854,538 | $545,338 â–¼ | -5.2% | 14,348 | 1.6% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $9,744,912 | $181,322 â–² | 1.9% | 118,451 | 1.6% | ETF |
VO Vanguard Mid-Cap ETF | $9,214,721 | $6,928,887 â–² | 303.1% | 114,370 | 1.5% | ETF |
AAPL Apple | $8,462,985 | $599,270 â–¼ | -6.6% | 29,247 | 1.4% | Computer and Technology |
AVIV Avantis International Large Cap Value ETF | $8,455,974 | $137,188 â–² | 1.6% | 109,222 | 1.4% | ETF |
VNQ Vanguard Real Estate ETF | $8,319,937 | $126,323 â–² | 1.5% | 86,280 | 1.4% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $8,276,617 | $236,997 â–² | 2.9% | 159,842 | 1.4% | ETF |
VTV Vanguard Value ETF | $6,195,591 | $545,266 â–² | 9.7% | 28,429 | 1.0% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $6,133,649 | $1,886,821 â–² | 44.4% | 121,290 | 1.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,543,164 | $17,084 â–¼ | -0.3% | 33,744 | 0.9% | ETF |
REZ iShares Residential and Multisector Real Estate ETF | $5,310,497 | $41,948 â–¼ | -0.8% | 56,083 | 0.9% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $5,180,719 | $85,332 â–¼ | -1.6% | 58,952 | 0.8% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $4,835,718 | $5,532 â–¼ | -0.1% | 22,727 | 0.8% | ETF |
BSV Vanguard Short-Term Bond ETF | $4,414,515 | $372,103 â–¼ | -7.8% | 56,661 | 0.7% | ETF |
IVV iShares Core S&P 500 ETF | $4,297,662 | $74,136 â–¼ | -1.7% | 5,739 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $4,066,628 | $36,440 â–¼ | -0.9% | 17,186 | 0.7% | ETF |
GD General Dynamics | $3,465,530 | $2,834 â–² | 0.1% | 9,783 | 0.6% | Aerospace |
IVW iShares S&P 500 Growth ETF | $3,454,971 | | 0.0% | 25,122 | 0.6% | ETF |
MSFT Microsoft | $3,424,813 | $96,232 â–² | 2.9% | 9,182 | 0.6% | Computer and Technology |
SUB iShares Short-Term National Muni Bond ETF | $3,183,974 | $2,875 â–² | 0.1% | 29,905 | 0.5% | ETF |
XBIL US Treasury 6 Month Bill ETF | $3,075,119 | $171,801 â–¼ | -5.3% | 61,502 | 0.5% | ETF |
DFUV Dimensional US Marketwide Value ETF | $3,049,877 | $935 â–¼ | 0.0% | 55,442 | 0.5% | ETF |
ISHG iShares 1-3 Year International Treasury Bond ETF | $3,040,711 | $345,834 â–¼ | -10.2% | 40,955 | 0.5% | ETF |
IWV iShares Russell 3000 ETF | $2,936,617 | | 0.0% | 6,887 | 0.5% | ETF |
NVDA NVIDIA | $2,870,363 | $236,112 â–² | 9.0% | 14,345 | 0.5% | Computer and Technology |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $2,779,083 | $17,982 â–¼ | -0.6% | 55,173 | 0.5% | Manufacturing |
USRT iShares Core U.S. REIT ETF | $2,411,988 | $607,615 â–² | 33.7% | 36,298 | 0.4% | ETF |
AMZN Amazon.com | $2,385,168 | $44,571 â–¼ | -1.8% | 10,007 | 0.4% | Retail/Wholesale |
GOOG Alphabet | $2,361,509 | $51,936 â–² | 2.2% | 6,684 | 0.4% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $2,189,878 | $232,310 â–¼ | -9.6% | 13,857 | 0.4% | Financial Services |
GOOGL Alphabet | $2,103,321 | $149,012 â–¼ | -6.6% | 5,886 | 0.3% | Computer and Technology |
AVDE Avantis International Equity ETF | $2,023,146 | | 0.0% | 22,681 | 0.3% | ETF |
PEBO Peoples Bancorp | $1,875,868 | $1,875,868 â–² | New Holding | 48,838 | 0.3% | Finance |
IWM iShares Russell 2000 ETF | $1,867,032 | $7,211 â–² | 0.4% | 6,214 | 0.3% | Finance |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $1,767,700 | $1,767,700 â–² | New Holding | 62,265 | 0.3% | ETF |
VXUS Vanguard Total International Stock ETF | $1,701,695 | $1,881 â–¼ | -0.1% | 19,905 | 0.3% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $1,696,530 | $11,886 â–¼ | -0.7% | 35,256 | 0.3% | ETF |
RTX RTX | $1,624,723 | $132,627 â–² | 8.9% | 8,563 | 0.3% | Aerospace |
SCHB Schwab US Broad Market ETF | $1,567,567 | $22,907 â–¼ | -1.4% | 54,129 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $1,561,135 | $98,696 â–² | 6.7% | 56,358 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,532,400 | $18,707 â–¼ | -1.2% | 15,482 | 0.3% | Finance |
IVE iShares S&P 500 Value ETF | $1,498,597 | $4,995 â–¼ | -0.3% | 6,600 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $1,428,656 | $13,332 â–¼ | -0.9% | 39,542 | 0.2% | ETF |
PANW Palo Alto Networks | $1,339,528 | $2,387 â–¼ | -0.2% | 3,928 | 0.2% | Computer and Technology |
XOM ExxonMobil | $1,285,072 | $51,135 â–¼ | -3.8% | 9,399 | 0.2% | Energy |
EFV iShares MSCI EAFE Value ETF | $1,250,623 | $16,305 â–² | 1.3% | 16,337 | 0.2% | ETF |
SHV iShares Short Treasury Bond ETF | $1,228,574 | $85,304 â–¼ | -6.5% | 11,133 | 0.2% | ETF |
ISHARES BITCOIN TRUST ETF
| $1,195,388 | $43,743 â–² | 3.8% | 35,908 | 0.2% | SHS BEN INT |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,148,956 | $75,295 â–¼ | -6.2% | 38,286 | 0.2% | ETF |
FVD First Trust Value Line Dividend Index Fund | $1,089,959 | $88,120 â–¼ | -7.5% | 22,623 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,033,483 | $63,518 â–² | 6.5% | 1,383 | 0.2% | Finance |
VBR Vanguard Small-Cap Value ETF | $945,688 | $18,471 â–² | 2.0% | 3,891 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $923,775 | $44,891 â–² | 5.1% | 25,476 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $882,669 | $153,616 â–¼ | -14.8% | 1,764 | 0.1% | Finance |
EEM iShares MSCI Emerging Markets ETF | $857,403 | $4,925 â–¼ | -0.6% | 12,534 | 0.1% | Finance |
DKNG DraftKings | $840,476 | $5,911 â–¼ | -0.7% | 33,273 | 0.1% | Consumer Discretionary |
VYMI Vanguard International High Dividend Yield ETF | $749,076 | $14,337 â–¼ | -1.9% | 7,628 | 0.1% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $728,255 | $105 â–² | 0.0% | 13,895 | 0.1% | Manufacturing |
DVY iShares Select Dividend ETF | $693,394 | $11,567 â–² | 1.7% | 4,436 | 0.1% | ETF |
QQQ Invesco QQQ | $665,515 | $6,626 â–¼ | -1.0% | 904 | 0.1% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $646,811 | $8,424 â–¼ | -1.3% | 18,581 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $627,361 | $524,693 â–² | 511.1% | 5,249 | 0.1% | ETF |
V Visa | $619,092 | $47,702 â–² | 8.3% | 1,804 | 0.1% | Business Services |
META Meta Platforms | $612,252 | $38,301 â–² | 6.7% | 1,087 | 0.1% | Computer and Technology |
TSLA Tesla | $609,029 | $16,403 â–² | 2.8% | 1,448 | 0.1% | Auto/Tires/Trucks |
WALMART INC
| $608,349 | $90,839 â–² | 17.6% | 5,371 | 0.1% | COM |
XLK Technology Select Sector SPDR Fund | $588,261 | $190 â–² | 0.0% | 3,088 | 0.1% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $580,790 | $12,434 â–¼ | -2.1% | 5,325 | 0.1% | Finance |
MU Micron Technology | $579,470 | $579,470 â–² | New Holding | 502 | 0.1% | Computer and Technology |
COST Costco Wholesale | $560,439 | $936 â–² | 0.2% | 599 | 0.1% | Retail/Wholesale |
CSCO Cisco Systems | $557,813 | $113,348 â–¼ | -16.9% | 4,749 | 0.1% | Computer and Technology |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $556,635 | | 0.0% | 3,923 | 0.1% | ETF |
CAT Caterpillar | $536,733 | $50,052 â–² | 10.3% | 504 | 0.1% | Industrials |
APPN Appian | $510,052 | $51,754 â–¼ | -9.2% | 22,273 | 0.1% | Computer and Technology |
SO Southern | $506,888 | $29,096 â–² | 6.1% | 5,296 | 0.1% | Utilities |
JPM JPMorgan Chase & Co. | $482,526 | $29,790 â–² | 6.6% | 1,474 | 0.1% | Finance |
AMD Advanced Micro Devices | $479,832 | $479,832 â–² | New Holding | 826 | 0.1% | Computer and Technology |
ROK Rockwell Automation | $472,306 | $472,306 â–² | New Holding | 954 | 0.1% | Computer and Technology |
SCHH Schwab U.S. REIT ETF | $466,900 | $687 â–² | 0.1% | 19,717 | 0.1% | ETF |
PALANTIR TECHNOLOGIES INC
| $466,502 | $12,368 â–¼ | -2.6% | 3,998 | 0.1% | CL A |
AVGO Broadcom | $456,965 | $171,456 â–¼ | -27.3% | 1,210 | 0.1% | Computer and Technology |
