VTI Vanguard Total Stock Market ETF | $530,474,296 | $1,275,410 ▲ | 0.2% | 1,417,471 | 14.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $205,445,702 | $1,769,204 ▲ | 0.9% | 2,909,584 | 5.6% | ETF |
BND Vanguard Total Bond Market ETF | $184,727,870 | $5,985,969 ▲ | 3.3% | 2,633,327 | 5.0% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $173,295,114 | $3,080,245 ▲ | 1.8% | 779,766 | 4.7% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $166,873,542 | $7,997,445 ▲ | 5.0% | 2,945,174 | 4.5% | ETF |
DFIV Dimensional International Value ETF | $161,505,449 | $2,609,612 ▼ | -1.6% | 2,891,254 | 4.4% | ETF |
DFLV Dimensional US Large Cap Value ETF | $154,173,665 | $6,650,545 ▼ | -4.1% | 3,838,030 | 4.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $141,960,108 | $1,649,054 ▲ | 1.2% | 3,611,298 | 3.9% | ETF |
VTV Vanguard Value ETF | $140,507,946 | $11,842,047 ▲ | 9.2% | 650,259 | 3.8% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $125,055,048 | $249,894 ▲ | 0.2% | 1,133,978 | 3.4% | ETF |
IVV iShares Core S&P 500 ETF | $94,566,671 | $2,356,527 ▲ | 2.6% | 123,479 | 2.6% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $91,833,314 | $564,230 ▲ | 0.6% | 289,385 | 2.5% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $80,304,818 | $456,830 ▼ | -0.6% | 681,878 | 2.2% | ETF |
DFUS Dimensional U.S. Equity ETF | $77,439,240 | $728,256 ▼ | -0.9% | 932,666 | 2.1% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $71,383,306 | $748,321 ▲ | 1.1% | 797,757 | 1.9% | ETF |
DFUV Dimensional US Marketwide Value ETF | $68,912,514 | $566,940 ▼ | -0.8% | 1,252,955 | 1.9% | ETF |
MUB iShares National Muni Bond ETF | $68,104,655 | $10,876,735 ▲ | 19.0% | 673,637 | 1.8% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $62,325,034 | $2,772,604 ▲ | 4.7% | 1,236,608 | 1.7% | ETF |
DFNM Dimensional National Municipal Bond ETF | $60,639,139 | $7,641,993 ▼ | -11.2% | 1,317,383 | 1.6% | ETF |
DIHP Dimensional International High Profitability ETF | $60,144,871 | $1,175,410 ▲ | 2.0% | 1,785,244 | 1.6% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $56,032,306 | $2,755,455 ▲ | 5.2% | 973,459 | 1.5% | ETF |
AVDV Avantis International Small Cap Value ETF | $54,836,150 | $70,441 ▼ | -0.1% | 501,336 | 1.5% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $51,645,998 | $51,645,998 ▲ | New Holding | 1,111,336 | 1.4% | ETF |
AAPL Apple | $50,707,314 | $252,096 ▲ | 0.5% | 152,265 | 1.4% | Technology |
VBR Vanguard Small-Cap Value ETF | $41,323,251 | $1,373,938 ▼ | -3.2% | 178,865 | 1.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $38,730,585 | $2,656,517 ▼ | -6.4% | 817,791 | 1.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $37,028,951 | $628,666 ▲ | 1.7% | 456,246 | 1.0% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $33,454,794 | $751,912 ▼ | -2.2% | 1,529,712 | 0.9% | ETF |
MEAR iShares Short Maturity Municipal Bond Active ETF | $30,921,516 | $524,837 ▲ | 1.7% | 623,041 | 0.8% | ETF |
QQQ Invesco QQQ | $28,739,573 | $1,892,348 ▼ | -6.2% | 38,849 | 0.8% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $27,002,931 | $243,541 ▲ | 0.9% | 545,845 | 0.7% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $24,887,335 | $727,185 ▼ | -2.8% | 374,584 | 0.7% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $24,580,308 | $284,364 ▼ | -1.1% | 317,493 | 0.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $23,906,354 | $1,492,119 ▲ | 6.7% | 403,075 | 0.6% | ETF |
TFI SPDR Nuveen ICE Municipal Bond ETF | $19,491,321 | $536,379 ▼ | -2.7% | 455,724 | 0.5% | ETF |
VT Vanguard Total World Stock ETF | $16,563,662 | $141,591 ▲ | 0.9% | 104,933 | 0.4% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $15,877,529 | $137,291 ▲ | 0.9% | 370,192 | 0.4% | ETF |
BRK.A Berkshire Hathaway | $13,446,090 | | 0.0% | 18 | 0.4% | Finance |
BRK.B Berkshire Hathaway | $12,225,668 | $366,989 ▼ | -2.9% | 24,552 | 0.3% | Finance |
NVDA NVIDIA | $10,920,873 | $636,493 ▲ | 6.2% | 47,819 | 0.3% | Technology |
GOOGL Alphabet | $10,373,188 | $28,214 ▼ | -0.3% | 30,148 | 0.3% | Communication Services |
IWM iShares Russell 2000 ETF | $10,225,434 | $964,270 ▼ | -8.6% | 36,797 | 0.3% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $8,933,237 | $5,594 ▼ | -0.1% | 17,566 | 0.2% | ETF |
VLUE iShares MSCI USA Value Factor ETF | $8,837,838 | $15,279,504 ▼ | -63.4% | 44,636 | 0.2% | ETF |
DE Deere & Company | $8,538,909 | $530,534 ▲ | 6.6% | 12,715 | 0.2% | Industrials |
MSFT Microsoft | $8,521,649 | $633,931 ▲ | 8.0% | 16,615 | 0.2% | Technology |
PALANTIR TECHNOLOGIES INC
| $8,233,754 | $52,935 ▲ | 0.6% | 44,019 | 0.2% | CL A |
AXP American Express | $8,034,837 | $48,655 ▼ | -0.6% | 26,422 | 0.2% | Finance |
CASY Casey's General Stores | $7,068,382 | $2,194,076 ▲ | 45.0% | 11,617 | 0.2% | Consumer Staples |
META Meta Platforms | $6,938,539 | $296,599 ▲ | 4.5% | 9,568 | 0.2% | Communication Services |
DIMENSIONAL ETF TRUST
| $6,069,744 | $60,992 ▲ | 1.0% | 73,742 | 0.2% | WORLD EQUITY ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $5,874,483 | $420,189 ▲ | 7.7% | 124,539 | 0.2% | ETF |
AMZN Amazon.com | $5,840,823 | $58,550 ▲ | 1.0% | 23,443 | 0.2% | Consumer Discretionary |
SCHF Schwab International Equity ETF | $5,629,804 | $242,450 ▲ | 4.5% | 204,944 | 0.2% | ETF |
AMERICAN CENTY ETF TR
| $5,521,039 | | 0.0% | 100,870 | 0.1% | AVAN TOTA EQ ETF |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $5,493,457 | $64,657 ▼ | -1.2% | 117,759 | 0.1% | ETF |
DFCF Dimensional Core Fixed Income ETF | $5,006,655 | $2,044,595 ▲ | 69.0% | 124,792 | 0.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,988,763 | $1,540,913 ▲ | 44.7% | 63,705 | 0.1% | ETF |
OVV Ovintiv | $4,950,522 | | 0.0% | 85,620 | 0.1% | Energy |
DIMENSIONAL ETF TRUST
| $4,676,079 | $2,256,075 ▲ | 93.2% | 90,053 | 0.1% | GLOB CO PLUS ETF |
WFC Wells Fargo & Company | $4,127,054 | $176,990 ▲ | 4.5% | 51,556 | 0.1% | Finance |
BSV Vanguard Short-Term Bond ETF | $3,803,437 | $148,217 ▲ | 4.1% | 49,783 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $3,801,680 | $114,568 ▼ | -2.9% | 22,863 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $3,719,468 | $61,769 ▲ | 1.7% | 113,989 | 0.1% | ETF |
TSM Taiwan Semiconductor Manufacturing | $3,622,605 | $78,465 ▼ | -2.1% | 7,941 | 0.1% | Technology |
ESGU iShares ESG Aware MSCI USA ETF | $3,523,686 | $579,469 ▼ | -14.1% | 21,125 | 0.1% | ETF |
SCHB Schwab US Broad Market ETF | $3,344,052 | $18,143 ▲ | 0.5% | 114,093 | 0.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $3,246,296 | $67,331 ▼ | -2.0% | 33,316 | 0.1% | ETF |
MU Micron Technology | $3,215,878 | $19,174 ▲ | 0.6% | 3,019 | 0.1% | Technology |
ETN Eaton | $3,044,925 | $32,228 ▲ | 1.1% | 7,086 | 0.1% | Industrials |
AVGO Broadcom | $3,009,472 | $17,911 ▼ | -0.6% | 8,569 | 0.1% | Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $2,980,185 | $121,361 ▲ | 4.2% | 38,578 | 0.1% | ETF |
TSLA Tesla | $2,947,399 | $18,450 ▲ | 0.6% | 8,307 | 0.1% | Consumer Discretionary |
JPM JPMorgan Chase & Co. | $2,923,942 | $7,940 ▼ | -0.3% | 8,838 | 0.1% | Finance |
VTWO Vanguard Russell 2000 ETF | $2,799,252 | $189,685 ▼ | -6.3% | 24,940 | 0.1% | ETF |
COP ConocoPhillips | $2,788,971 | $24,279 ▲ | 0.9% | 22,285 | 0.1% | Energy |
FCX Freeport-McMoRan | $2,682,750 | $17,360 ▼ | -0.6% | 38,325 | 0.1% | Materials |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,626,446 | $224,304 ▼ | -7.9% | 58,043 | 0.1% | ETF |
WALMART INC
| $2,553,909 | $21,407 ▲ | 0.8% | 24,576 | 0.1% | COM |
EXXONMOBIL HOLDINGS CORP
| $2,546,967 | $2,546,967 ▲ | New Holding | 15,650 | 0.1% | COM SHS |
LLY Eli Lilly and Company | $2,533,715 | $62,475 ▲ | 2.5% | 2,190 | 0.1% | Healthcare |
SCHX Schwab US Large-Cap ETF | $2,513,673 | $15,900 ▲ | 0.6% | 83,789 | 0.1% | ETF |
ABBV AbbVie | $2,418,252 | $93,915 ▼ | -3.7% | 9,244 | 0.1% | Healthcare |
DFSI Dimensional International Sustainability Core 1 ETF | $2,414,578 | $227,703 ▲ | 10.4% | 53,455 | 0.1% | ETF |
FNDB Schwab Fundamental U.S. Broad Market ETF | $2,314,836 | $8,632 ▲ | 0.4% | 75,624 | 0.1% | ETF |
PRINCIPAL FINANCIAL GROUP IN
| $2,270,064 | $62,809 ▲ | 2.8% | 20,276 | 0.1% | COM |
VUG Vanguard Growth ETF | $2,092,949 | $56,588 ▲ | 2.8% | 23,227 | 0.1% | ETF |
PM Philip Morris International | $2,069,310 | $10,877 ▲ | 0.5% | 10,844 | 0.1% | Consumer Staples |
JQUA JPMorgan U.S. Quality Factor ETF | $2,046,960 | $79,850 ▼ | -3.8% | 27,737 | 0.1% | ETF |
HD Home Depot | $2,040,696 | $1,408,544 ▲ | 222.8% | 7,173 | 0.1% | Consumer Discretionary |
MCD McDonald's | $2,036,088 | $78,054 ▼ | -3.7% | 8,817 | 0.1% | Consumer Discretionary |
VOO Vanguard S&P 500 ETF | $2,031,979 | $24,532 ▲ | 1.2% | 2,899 | 0.1% | ETF |
AMD Advanced Micro Devices | $2,026,149 | $22,635 ▼ | -1.1% | 3,312 | 0.1% | Technology |
DAL Delta Air Lines | $2,016,644 | $4,924 ▼ | -0.2% | 24,163 | 0.1% | Industrials |
SCHC Schwab International Small-Cap Equity ETF | $1,893,527 | $547 ▲ | 0.0% | 38,068 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $1,819,070 | $838 ▲ | 0.0% | 49,906 | 0.0% | ETF |
SBSW Sibanye Gold | $1,800,176 | | 0.0% | 176,315 | 0.0% | Materials |
AMAT Applied Materials | $1,780,598 | $164,662 ▲ | 10.2% | 3,482 | 0.0% | Technology |
CAT Caterpillar | $1,652,154 | $390,745 ▼ | -19.1% | 2,038 | 0.0% | Industrials |
JNJ Johnson & Johnson | $1,588,108 | $50,563 ▲ | 3.3% | 5,999 | 0.0% | Healthcare |
