DFAU Dimensional US Core Equity Market ETF | $42,927,760 | $1,054,687 ▼ | -2.4% | 819,858 | 6.5% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $34,095,969 | $1,416,534 ▲ | 4.3% | 289,514 | 5.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $33,064,876 | $3,133,849 ▲ | 10.5% | 798,090 | 5.0% | ETF |
VTI Vanguard Total Stock Market ETF | $31,039,798 | $9,330,539 ▲ | 43.0% | 82,941 | 4.7% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $28,276,503 | $1,628,286 ▲ | 6.1% | 312,654 | 4.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $28,025,074 | $4,290,880 ▲ | 18.1% | 384,642 | 4.2% | ETF |
BND Vanguard Total Bond Market ETF | $27,683,238 | $2,529,891 ▲ | 10.1% | 394,629 | 4.2% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $26,619,656 | $1,369,315 ▲ | 5.4% | 537,228 | 4.0% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $24,740,865 | $927,506 ▲ | 3.9% | 263,145 | 3.7% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $19,611,613 | $3,514,572 ▲ | 21.8% | 684,046 | 3.0% | ETF |
AVUS Avantis U.S. Equity ETF | $17,589,468 | $175,996 ▲ | 1.0% | 137,321 | 2.7% | ETF |
VUG Vanguard Growth ETF | $17,307,222 | $1,533,760 ▲ | 9.7% | 192,068 | 2.6% | ETF |
DFIV Dimensional International Value ETF | $17,003,634 | $60,105 ▲ | 0.4% | 304,397 | 2.6% | ETF |
AVDV Avantis International Small Cap Value ETF | $16,592,742 | $642,389 ▲ | 4.0% | 151,698 | 2.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $15,639,965 | $322,970 ▲ | 2.1% | 221,498 | 2.4% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $14,912,481 | $3,652,324 ▲ | 32.4% | 320,892 | 2.2% | ETF |
VB Vanguard Small-Cap ETF | $12,083,722 | $14,509 ▲ | 0.1% | 42,475 | 1.8% | ETF |
VOO Vanguard S&P 500 ETF | $10,830,081 | $774,428 ▲ | 7.7% | 15,453 | 1.6% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $10,803,723 | $98,422 ▲ | 0.9% | 228,650 | 1.6% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $10,167,723 | $168,163 ▲ | 1.7% | 120,443 | 1.5% | ETF |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $10,106,552 | $75,583 ▲ | 0.8% | 224,640 | 1.5% | ETF |
AAPL Apple | $10,087,241 | $347,342 ▲ | 3.6% | 30,290 | 1.5% | Technology |
AVIV Avantis International Large Cap Value ETF | $8,550,567 | $146,758 ▼ | -1.7% | 107,379 | 1.3% | ETF |
VO Vanguard Mid-Cap ETF | $8,442,569 | $526,357 ▼ | -5.9% | 107,658 | 1.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $8,244,099 | $29,296 ▼ | -0.4% | 159,276 | 1.2% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $7,959,916 | $1,850,542 ▲ | 30.3% | 158,029 | 1.2% | ETF |
VNQ Vanguard Real Estate ETF | $7,878,602 | $145,291 ▲ | 1.9% | 87,901 | 1.2% | ETF |
VTV Vanguard Value ETF | $6,066,865 | $76,060 ▼ | -1.2% | 28,077 | 0.9% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,486,500 | $124,376 ▼ | -2.2% | 32,996 | 0.8% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $5,428,978 | $137,511 ▲ | 2.6% | 60,484 | 0.8% | ETF |
MSFT Microsoft | $5,400,620 | $691,361 ▲ | 14.7% | 10,530 | 0.8% | Technology |
REZ iShares Residential and Multisector Real Estate ETF | $4,775,129 | $179,242 ▼ | -3.6% | 54,054 | 0.7% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $4,568,904 | $158,718 ▼ | -3.4% | 21,964 | 0.7% | ETF |
BSV Vanguard Short-Term Bond ETF | $4,481,910 | $153,029 ▲ | 3.5% | 58,664 | 0.7% | ETF |
IVV iShares Core S&P 500 ETF | $4,420,751 | $25,275 ▲ | 0.6% | 5,772 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $4,034,705 | $24,965 ▲ | 0.6% | 17,293 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $3,596,416 | $22,619 ▲ | 0.6% | 25,281 | 0.5% | ETF |
NVDA NVIDIA | $3,376,300 | $99,592 ▲ | 3.0% | 14,781 | 0.5% | Technology |
GD General Dynamics | $3,296,068 | $49,775 ▲ | 1.5% | 9,933 | 0.5% | Industrials |
SUB iShares Short-Term National Muni Bond ETF | $3,078,796 | $47,461 ▼ | -1.5% | 29,451 | 0.5% | ETF |
XBIL US Treasury 6 Month Bill ETF | $3,061,028 | $12,845 ▼ | -0.4% | 61,245 | 0.5% | ETF |
DFUV Dimensional US Marketwide Value ETF | $3,049,328 | | 0.0% | 55,442 | 0.5% | ETF |
ISHG iShares 1-3 Year International Treasury Bond ETF | $2,978,098 | $55,102 ▼ | -1.8% | 40,211 | 0.4% | ETF |
IWV iShares Russell 3000 ETF | $2,889,101 | $83,742 ▼ | -2.8% | 6,693 | 0.4% | ETF |
AMZN Amazon.com | $2,707,866 | $214,526 ▲ | 8.6% | 10,868 | 0.4% | Consumer Discretionary |
USRT iShares Core U.S. REIT ETF | $2,691,974 | $456,740 ▲ | 20.4% | 43,715 | 0.4% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $2,646,364 | $83,316 ▼ | -3.1% | 53,489 | 0.4% | ETF |
GOOG Alphabet | $2,488,443 | $210,920 ▲ | 9.3% | 7,303 | 0.4% | Communication Services |
VXUS Vanguard Total International Stock ETF | $2,363,095 | $671,954 ▲ | 39.7% | 27,814 | 0.4% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,213,200 | $2,213,200 ▲ | New Holding | 49,791 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,099,668 | $50,905 ▼ | -2.4% | 13,529 | 0.3% | ETF |
AVDE Avantis International Equity ETF | $2,043,785 | | 0.0% | 22,681 | 0.3% | ETF |
GOOGL Alphabet | $1,976,008 | $49,202 ▼ | -2.4% | 5,743 | 0.3% | Communication Services |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $1,819,383 | $120,796 ▲ | 7.1% | 66,693 | 0.3% | ETF |
RTX RTX | $1,721,114 | $131,437 ▲ | 8.3% | 9,271 | 0.3% | Industrials |
ISHARES BITCOIN TRUST ETF
| $1,690,527 | $9,373 ▼ | -0.6% | 35,710 | 0.3% | SHS BEN INT |
SCHC Schwab International Small-Cap Equity ETF | $1,680,731 | $72,920 ▼ | -4.2% | 33,790 | 0.3% | ETF |
SCHB Schwab US Broad Market ETF | $1,676,853 | $90,333 ▲ | 5.7% | 57,211 | 0.3% | ETF |
EXXONMOBIL HOLDINGS CORP
| $1,669,393 | $1,669,393 ▲ | New Holding | 10,257 | 0.3% | COM SHS |
PEBO Peoples Bancorp | $1,643,184 | $143,799 ▼ | -8.0% | 44,908 | 0.2% | Finance |
IWM iShares Russell 2000 ETF | $1,638,001 | $88,638 ▼ | -5.1% | 5,895 | 0.2% | ETF |
KINIKSA PHARMACEUTICALS INTL
| $1,477,502 | $1,477,502 ▲ | New Holding | 19,803 | 0.2% | ORD SHS CL A |
IVE iShares S&P 500 Value ETF | $1,464,417 | $42,232 ▼ | -2.8% | 6,415 | 0.2% | ETF |
PANW Palo Alto Networks | $1,452,093 | $108,460 ▼ | -7.0% | 3,655 | 0.2% | Technology |
SCHF Schwab International Equity ETF | $1,402,721 | $145,456 ▼ | -9.4% | 51,063 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,351,328 | $112,311 ▼ | -7.7% | 14,294 | 0.2% | ETF |
COF Capital One Financial | $1,344,580 | $1,344,580 ▲ | New Holding | 6,964 | 0.2% | Finance |
DFIC Dimensional International Core Equity 2 ETF | $1,256,222 | $1,256,222 ▲ | New Holding | 33,401 | 0.2% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,229,307 | $63,630 ▼ | -4.9% | 15,533 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $1,216,429 | $73,843 ▼ | -5.7% | 37,279 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,175,273 | $120,502 ▲ | 11.4% | 1,541 | 0.2% | ETF |
ISHARES TR
| $1,156,723 | $71,488 ▼ | -5.8% | 10,485 | 0.2% | TRUST ISHARE 0-1 |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,111,046 | $21,837 ▼ | -1.9% | 37,548 | 0.2% | ETF |
DFA INVT DIMENSIONS GROUP IN
| $1,062,760 | $1,062,760 ▲ | New Holding | 12,857 | 0.2% | U.S. CORE EQTY 1 |
FVD First Trust Value Line Dividend Index Fund | $1,032,179 | $29,085 ▼ | -2.7% | 22,003 | 0.2% | ETF |
QQQ Invesco QQQ | $968,184 | $299,553 ▲ | 44.8% | 1,309 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $941,015 | $336,510 ▲ | 55.7% | 4,807 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $930,621 | $2,005 ▲ | 0.2% | 25,531 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $900,773 | $22,407 ▲ | 2.6% | 1,809 | 0.1% | Finance |
VBR Vanguard Small-Cap Value ETF | $900,729 | $1,848 ▲ | 0.2% | 3,899 | 0.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $879,577 | $42,476 ▲ | 5.1% | 13,170 | 0.1% | ETF |
META Meta Platforms | $812,260 | $23,933 ▲ | 3.0% | 1,120 | 0.1% | Communication Services |
JPM JPMorgan Chase & Co. | $810,741 | $323,172 ▲ | 66.3% | 2,451 | 0.1% | Finance |
PALANTIR TECHNOLOGIES INC
| $797,424 | $49,570 ▲ | 6.6% | 4,263 | 0.1% | CL A |
VYMI Vanguard International High Dividend Yield ETF | $789,174 | $17,798 ▲ | 2.3% | 7,804 | 0.1% | ETF |
V Visa | $766,615 | $118,245 ▲ | 18.2% | 2,133 | 0.1% | Finance |
CSCO Cisco Systems | $752,085 | $240,973 ▲ | 47.1% | 6,988 | 0.1% | Technology |
APPN Appian | $723,811 | $61,758 ▼ | -7.9% | 20,522 | 0.1% | Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $712,002 | $154 ▲ | 0.0% | 13,898 | 0.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $666,648 | $666,648 ▲ | New Holding | 8,029 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $659,633 | $14,902 ▼ | -2.2% | 4,338 | 0.1% | ETF |
DKNG DraftKings | $630,933 | $1,254 ▼ | -0.2% | 33,207 | 0.1% | Consumer Discretionary |
SCHV Schwab U.S. Large-Cap Value ETF | $617,016 | $1,932 ▼ | -0.3% | 18,523 | 0.1% | ETF |
WALMART INC
| $608,169 | $49,988 ▲ | 9.0% | 5,852 | 0.1% | COM |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $568,992 | | 0.0% | 3,923 | 0.1% | ETF |
JNJ Johnson & Johnson | $567,869 | $298,892 ▲ | 111.1% | 2,145 | 0.1% | Healthcare |
MU Micron Technology | $563,462 | $28,759 ▲ | 5.4% | 529 | 0.1% | Technology |
AVGO Broadcom | $562,764 | $137,705 ▲ | 32.4% | 1,602 | 0.1% | Technology |
VGT Vanguard Information Technology ETF | $536,737 | $122,905 ▼ | -18.6% | 4,271 | 0.1% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $536,485 | $7,664 ▼ | -1.4% | 5,250 | 0.1% | ETF |
