DFAU Dimensional US Core Equity Market ETF | $38,235,520 | $264,584 ▼ | -0.7% | 847,418 | 7.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $28,755,329 | $1,872,024 ▲ | 7.0% | 260,300 | 5.5% | ETF |
BND Vanguard Total Bond Market ETF | $25,460,587 | $81,888 ▲ | 0.3% | 345,744 | 4.8% | ETF |
DFAI Dimensional International Core Equity Market ETF | $24,701,644 | $2,431,688 ▲ | 10.9% | 634,026 | 4.7% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $24,618,182 | $577,904 ▲ | 2.4% | 494,490 | 4.7% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $21,274,983 | $1,706,593 ▲ | 8.7% | 263,925 | 4.0% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $19,614,973 | $5,953,506 ▲ | 43.6% | 254,146 | 3.7% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $19,145,465 | $903,381 ▲ | 5.0% | 237,596 | 3.6% | ETF |
DFIV Dimensional International Value ETF | $15,241,374 | $719,127 ▲ | 5.0% | 288,772 | 2.9% | ETF |
AVUS Avantis U.S. Equity ETF | $14,681,412 | $298,075 ▲ | 2.1% | 132,050 | 2.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $13,925,266 | $11,022 ▼ | -0.1% | 217,311 | 2.7% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $13,732,657 | $4,390,625 ▲ | 47.0% | 470,619 | 2.6% | ETF |
AVDV Avantis International Small Cap Value ETF | $13,643,479 | $1,119,930 ▲ | 8.9% | 136,626 | 2.6% | ETF |
VTI Vanguard Total Stock Market ETF | $12,822,812 | $4,810,239 ▲ | 60.0% | 39,970 | 2.4% | ETF |
VB Vanguard Small-Cap ETF | $11,373,760 | $64,432 ▲ | 0.6% | 43,425 | 2.2% | ETF |
VUG Vanguard Growth ETF | $11,255,361 | $967,940 ▲ | 9.4% | 25,768 | 2.1% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $10,668,701 | $726,466 ▲ | 7.3% | 220,154 | 2.0% | Manufacturing |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $10,201,404 | $773,049 ▲ | 8.2% | 214,361 | 1.9% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $9,115,001 | $196,968 ▲ | 2.2% | 116,247 | 1.7% | ETF |
VOO Vanguard S&P 500 ETF | $9,048,117 | $564,686 ▼ | -5.9% | 15,142 | 1.7% | ETF |
VO Vanguard Mid-Cap ETF | $8,147,512 | $20,102 ▼ | -0.2% | 28,371 | 1.6% | ETF |
AVIV Avantis International Large Cap Value ETF | $8,040,517 | $150,110 ▼ | -1.8% | 107,450 | 1.5% | ETF |
AAPL Apple | $7,948,002 | $29,693 ▲ | 0.4% | 31,318 | 1.5% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $7,536,825 | $24,659 ▲ | 0.3% | 84,970 | 1.4% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $7,357,453 | $3,965,576 ▲ | 116.9% | 153,664 | 1.4% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $7,283,504 | $102,874 ▲ | 1.4% | 155,265 | 1.4% | ETF |
VTV Vanguard Value ETF | $5,086,987 | $305,490 ▲ | 6.4% | 25,927 | 1.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,821,002 | $45,435 ▼ | -0.9% | 33,848 | 0.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $4,817,247 | $8,468 ▼ | -0.2% | 61,437 | 0.9% | ETF |
REZ iShares Residential and Multisector Real Estate ETF | $4,703,519 | $129,974 ▲ | 2.8% | 56,526 | 0.9% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $4,586,510 | $36,586 ▲ | 0.8% | 59,923 | 0.9% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $4,366,778 | $74,657 ▼ | -1.7% | 22,753 | 0.8% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $4,250,174 | $2,305,031 ▲ | 118.5% | 83,979 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $3,813,566 | $148,937 ▲ | 4.1% | 5,838 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $3,729,102 | $15,699 ▲ | 0.4% | 17,340 | 0.7% | ETF |
ISHG iShares 1-3 Year International Treasury Bond ETF | $3,383,771 | $724,855 ▲ | 27.3% | 45,613 | 0.6% | ETF |
GD General Dynamics | $3,354,976 | $48,051 ▲ | 1.5% | 9,775 | 0.6% | Aerospace |
MSFT Microsoft | $3,303,390 | $148,808 ▼ | -4.3% | 8,924 | 0.6% | Computer and Technology |
XBIL US Treasury 6 Month Bill ETF | $3,248,868 | $225,887 ▼ | -6.5% | 64,938 | 0.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $3,181,995 | | 0.0% | 29,878 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $2,841,502 | $7,239 ▲ | 0.3% | 25,122 | 0.5% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $2,803,727 | $140,010 ▼ | -4.8% | 55,530 | 0.5% | Manufacturing |
DFUV Dimensional US Marketwide Value ETF | $2,687,533 | $12,454 ▼ | -0.5% | 55,459 | 0.5% | ETF |
IWV iShares Russell 3000 ETF | $2,552,873 | $36,697 ▼ | -1.4% | 6,887 | 0.5% | ETF |
NVDA NVIDIA | $2,296,092 | $715,251 ▲ | 45.2% | 13,165 | 0.4% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $2,269,896 | $79,677 ▼ | -3.4% | 15,327 | 0.4% | ETF |
AMZN Amazon.com | $2,123,191 | $56,443 ▲ | 2.7% | 10,194 | 0.4% | Retail/Wholesale |
AVDE Avantis International Equity ETF | $1,924,257 | $72,369 ▼ | -3.6% | 22,681 | 0.4% | ETF |
GOOG Alphabet | $1,875,227 | $84,625 ▲ | 4.7% | 6,537 | 0.4% | Computer and Technology |
GOOGL Alphabet | $1,812,529 | $57,226 ▲ | 3.3% | 6,303 | 0.3% | Computer and Technology |
SCHC Schwab International Small-Cap Equity ETF | $1,659,377 | $4,908 ▲ | 0.3% | 35,503 | 0.3% | ETF |
XOM ExxonMobil | $1,658,044 | $56,326 ▲ | 3.5% | 9,773 | 0.3% | Energy |
USRT iShares Core U.S. REIT ETF | $1,607,269 | $588,180 ▲ | 57.7% | 27,154 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,555,673 | $130,740 ▼ | -7.8% | 15,671 | 0.3% | Finance |
VXUS Vanguard Total International Stock ETF | $1,536,573 | $27,528 ▼ | -1.8% | 19,927 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $1,535,083 | $105,893 ▼ | -6.5% | 6,190 | 0.3% | Finance |
RTX RTX | $1,517,040 | $17,362 ▲ | 1.2% | 7,864 | 0.3% | Aerospace |
IVE iShares S&P 500 Value ETF | $1,398,236 | $27,450 ▼ | -1.9% | 6,622 | 0.3% | ETF |
SCHB Schwab US Broad Market ETF | $1,378,491 | $21,184 ▼ | -1.5% | 54,920 | 0.3% | ETF |
ISHARES BITCOIN TRUST ETF
| $1,329,102 | $62,625 ▲ | 4.9% | 34,594 | 0.3% | SHS BEN INT |
SHV iShares Short Treasury Bond ETF | $1,314,287 | $112,044 ▼ | -7.9% | 11,906 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $1,306,674 | $25,443 ▲ | 2.0% | 52,795 | 0.2% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,226,697 | $25,108 ▼ | -2.0% | 40,795 | 0.2% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,198,821 | $3,271 ▼ | -0.3% | 16,124 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $1,160,638 | $154,825 ▼ | -11.8% | 39,911 | 0.2% | ETF |
FVD First Trust Value Line Dividend Index Fund | $1,149,966 | $78,586 ▼ | -6.4% | 24,452 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $992,405 | $220,428 ▲ | 28.6% | 2,071 | 0.2% | Finance |
SPY SPDR S&P 500 ETF Trust | $844,681 | $3,905 ▼ | -0.5% | 1,298 | 0.2% | Finance |
VBR Vanguard Small-Cap Value ETF | $828,797 | $6,517 ▲ | 0.8% | 3,815 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $798,642 | $1,779 ▼ | -0.2% | 24,238 | 0.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $732,582 | $2,921 ▲ | 0.4% | 7,774 | 0.1% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $730,194 | $42,415 ▼ | -5.5% | 13,893 | 0.1% | Manufacturing |
DKNG DraftKings | $724,422 | | 0.0% | 33,507 | 0.1% | Consumer Discretionary |
EEM iShares MSCI Emerging Markets ETF | $715,884 | $1,079 ▼ | -0.2% | 12,606 | 0.1% | Finance |
DVY iShares Select Dividend ETF | $660,481 | $18,170 ▼ | -2.7% | 4,362 | 0.1% | ETF |
PANW Palo Alto Networks | $630,859 | $1,122 ▲ | 0.2% | 3,935 | 0.1% | Computer and Technology |
PALANTIR TECHNOLOGIES INC
| $600,402 | $29,845 ▲ | 5.2% | 4,104 | 0.1% | CL A |
VGT Vanguard Information Technology ETF | $599,161 | $241,338 ▼ | -28.7% | 859 | 0.1% | ETF |
COST Costco Wholesale | $595,960 | $79,727 ▲ | 15.4% | 598 | 0.1% | Retail/Wholesale |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $592,763 | $46,318 ▼ | -7.2% | 5,439 | 0.1% | Finance |
APPN Appian | $591,491 | $7,233 ▼ | -1.2% | 24,533 | 0.1% | Computer and Technology |
META Meta Platforms | $582,801 | $10,867 ▼ | -1.8% | 1,019 | 0.1% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $574,118 | $7,869 ▼ | -1.4% | 18,823 | 0.1% | ETF |
WALMART INC
| $568,085 | $40,160 ▲ | 7.6% | 4,569 | 0.1% | COM |
QQQ Invesco QQQ | $526,816 | $152,909 ▼ | -22.5% | 913 | 0.1% | Finance |
TSLA Tesla | $523,796 | $61,339 ▲ | 13.3% | 1,409 | 0.1% | Auto/Tires/Trucks |
AVGO Broadcom | $515,113 | $30,028 ▼ | -5.5% | 1,664 | 0.1% | Computer and Technology |
V Visa | $503,363 | $8,767 ▲ | 1.8% | 1,665 | 0.1% | Business Services |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $490,885 | | 0.0% | 3,923 | 0.1% | ETF |
SO Southern | $481,828 | $51,928 ▲ | 12.1% | 4,992 | 0.1% | Utilities |
SHY iShares 1-3 Year Treasury Bond ETF | $458,264 | $41,533 ▼ | -8.3% | 5,550 | 0.1% | Manufacturing |
WTW Willis Towers Watson Public | $452,620 | $872 ▲ | 0.2% | 1,557 | 0.1% | Finance |
CSCO Cisco Systems | $443,359 | $1,164 ▲ | 0.3% | 5,714 | 0.1% | Computer and Technology |
SCHH Schwab U.S. REIT ETF | $423,085 | $14,742 ▲ | 3.6% | 19,688 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $410,268 | $4,519 ▼ | -1.1% | 3,087 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $406,709 | $115,278 ▲ | 39.6% | 1,383 | 0.1% | Finance |
DFAR Dimensional US Real Estate ETF | $390,033 | $72,203 ▼ | -15.6% | 16,492 | 0.1% | ETF |
ORCL Oracle | $376,141 | $27,508 ▲ | 7.9% | 2,557 | 0.1% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $373,698 | $3,980 ▼ | -1.1% | 4,976 | 0.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $333,987 | | 0.0% | 1,105 | 0.1% | ETF |
