VTI Vanguard Total Stock Market ETF | $350,253,748 | $5,688,640 ▲ | 1.7% | 1,274,391 | 13.1% | ETF |
VTV Vanguard Value ETF | $203,745,128 | $3,111,221 ▼ | -1.5% | 1,179,490 | 7.6% | ETF |
BND Vanguard Total Bond Market ETF | $154,345,222 | $6,539,475 ▲ | 4.4% | 2,101,364 | 5.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $141,076,923 | $2,517,813 ▲ | 1.8% | 2,775,466 | 5.3% | ETF |
DFIV Dimensional International Value ETF | $134,184,915 | $4,336,527 ▼ | -3.1% | 3,409,170 | 5.0% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $130,332,564 | $2,640,330 ▲ | 2.1% | 2,194,151 | 4.9% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $115,179,995 | $2,858,989 ▲ | 2.5% | 674,001 | 4.3% | ETF |
DFLV Dimensional US Large Cap Value ETF | $104,275,767 | $1,512,328 ▲ | 1.5% | 3,411,049 | 3.9% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $93,368,395 | $1,364,869 ▲ | 1.5% | 3,606,350 | 3.5% | ETF |
DUHP Dimensional US High Profitability ETF | $67,497,603 | $244,176 ▲ | 0.4% | 2,036,741 | 2.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $61,632,907 | $372,738 ▼ | -0.6% | 1,019,063 | 2.3% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $60,454,747 | $218,503 ▲ | 0.4% | 299,088 | 2.3% | ETF |
MUB iShares National Muni Bond ETF | $60,436,680 | $4,271,582 ▲ | 7.6% | 573,186 | 2.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $57,864,506 | $4,944,807 ▲ | 9.3% | 663,812 | 2.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $55,129,200 | $400,025 ▼ | -0.7% | 1,337,763 | 2.1% | ETF |
DFNM Dimensional National Municipal Bond ETF | $52,535,024 | $1,888,291 ▼ | -3.5% | 1,104,373 | 2.0% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $50,286,648 | $1,637,170 ▲ | 3.4% | 729,956 | 1.9% | ETF |
IVV iShares Core S&P 500 ETF | $44,447,858 | $2,503,820 ▲ | 6.0% | 79,103 | 1.7% | ETF |
AVDV Avantis International Small Cap Value ETF | $43,056,970 | | 0.0% | 617,393 | 1.6% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $42,348,267 | $467,859 ▲ | 1.1% | 835,272 | 1.6% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $40,625,604 | $544,760 ▼ | -1.3% | 692,207 | 1.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $38,458,130 | $553,561 ▼ | -1.4% | 775,053 | 1.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $38,241,503 | $825,266 ▼ | -2.1% | 205,279 | 1.4% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $37,811,704 | $930,847 ▼ | -2.4% | 1,645,060 | 1.4% | ETF |
DIHP Dimensional International High Profitability ETF | $33,444,110 | $72,496 ▲ | 0.2% | 1,241,429 | 1.3% | ETF |
AAPL Apple | $32,153,400 | $1,253,927 ▲ | 4.1% | 144,750 | 1.2% | Computer and Technology |
MEAR iShares Short Maturity Municipal Bond Active ETF | $26,109,371 | $308,574 ▲ | 1.2% | 519,693 | 1.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $26,008,920 | $977,505 ▲ | 3.9% | 481,914 | 1.0% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $24,072,409 | $1,054,108 ▼ | -4.2% | 402,886 | 0.9% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $23,943,886 | $129,394 ▼ | -0.5% | 465,020 | 0.9% | ETF |
TFI SPDR Nuveen ICE Municipal Bond ETF | $22,148,705 | $353,799 ▼ | -1.6% | 491,429 | 0.8% | Finance |
IQLT iShares MSCI Intl Quality Factor ETF | $18,903,225 | $719,738 ▲ | 4.0% | 476,272 | 0.7% | ETF |
QQQ Invesco QQQ | $16,756,517 | $27,666 ▼ | -0.2% | 35,734 | 0.6% | Finance |
VLUE iShares MSCI USA Value Factor ETF | $14,827,504 | $700,688 ▲ | 5.0% | 139,030 | 0.6% | ETF |
BRK.A Berkshire Hathaway | $13,573,507 | $13,573,507 ▲ | New Holding | 17 | 0.5% | Finance |
IVLU iShares MSCI Intl Value Factor ETF | $12,265,966 | $180,435 ▼ | -1.4% | 404,684 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $11,862,194 | $1,597,904 ▼ | -11.9% | 59,463 | 0.4% | Finance |
BRK.B Berkshire Hathaway | $11,831,797 | $104,386 ▲ | 0.9% | 22,216 | 0.4% | Finance |
VT Vanguard Total World Stock ETF | $11,139,637 | $460,900 ▲ | 4.3% | 96,073 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $9,782,290 | $1,038,991 ▲ | 11.9% | 216,135 | 0.4% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $7,339,502 | $2,519 ▼ | 0.0% | 17,480 | 0.3% | Finance |
AXP American Express | $7,031,256 | $78,831 ▲ | 1.1% | 26,134 | 0.3% | Finance |
VTWO Vanguard Russell 2000 ETF | $6,668,979 | $51,294 ▲ | 0.8% | 82,690 | 0.2% | ETF |
OVV Ovintiv | $6,621,888 | $1,327 ▲ | 0.0% | 154,717 | 0.2% | Energy |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $5,990,888 | $19,278 ▼ | -0.3% | 125,859 | 0.2% | Finance |
PALANTIR TECHNOLOGIES INC
| $5,517,059 | $27,683 ▲ | 0.5% | 65,368 | 0.2% | CL A |
META Meta Platforms | $4,942,287 | $380,974 ▲ | 8.4% | 8,575 | 0.2% | Computer and Technology |
MSFT Microsoft | $4,476,320 | $471,883 ▲ | 11.8% | 11,924 | 0.2% | Computer and Technology |
DE Deere & Company | $4,228,173 | $463,226 ▲ | 12.3% | 9,009 | 0.2% | Industrials |
GOOGL Alphabet | $3,955,425 | $369,130 ▲ | 10.3% | 25,578 | 0.1% | Computer and Technology |
AMZN Amazon.com | $3,546,256 | $508,945 ▲ | 16.8% | 18,639 | 0.1% | Retail/Wholesale |
SCHF Schwab International Equity ETF | $3,530,881 | $96,447 ▲ | 2.8% | 178,508 | 0.1% | ETF |
NVDA NVIDIA | $3,161,134 | $691,576 ▲ | 28.0% | 29,167 | 0.1% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $3,155,143 | $43,927 ▼ | -1.4% | 33,687 | 0.1% | ETF |
CASY Casey's General Stores | $3,104,718 | $20,400 ▼ | -0.7% | 7,153 | 0.1% | Retail/Wholesale |
BSV Vanguard Short-Term Bond ETF | $3,020,796 | $1,338,184 ▲ | 79.5% | 38,590 | 0.1% | ETF |
WFC Wells Fargo & Company | $2,971,850 | $141,715 ▲ | 5.0% | 41,396 | 0.1% | Finance |
DAL Delta Air Lines | $2,867,964 | $9,505 ▲ | 0.3% | 65,779 | 0.1% | Transportation |
MCD McDonald's | $2,791,274 | $93,709 ▲ | 3.5% | 8,936 | 0.1% | Retail/Wholesale |
ESGU iShares ESG Aware MSCI USA ETF | $2,475,831 | $2,682 ▼ | -0.1% | 20,309 | 0.1% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $2,269,145 | $25,515 ▲ | 1.1% | 96,848 | 0.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,194,206 | $57,069 ▲ | 2.7% | 26,837 | 0.1% | ETF |
COP ConocoPhillips | $2,120,776 | $11,552 ▼ | -0.5% | 20,194 | 0.1% | Energy |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $2,095,085 | $19,989 ▲ | 1.0% | 44,126 | 0.1% | ETF |
SCHB Schwab US Broad Market ETF | $2,074,402 | $16,729 ▲ | 0.8% | 96,349 | 0.1% | ETF |
XOM Exxon Mobil | $1,875,183 | $166,265 ▲ | 9.7% | 15,767 | 0.1% | Energy |
JPM JPMorgan Chase & Co. | $1,808,439 | $246,538 ▲ | 15.8% | 7,372 | 0.1% | Finance |
WMT Walmart | $1,807,546 | $41,964 ▲ | 2.4% | 20,589 | 0.1% | Retail/Wholesale |
ETN Eaton | $1,778,040 | $22,562 ▲ | 1.3% | 6,541 | 0.1% | Industrials |
IUSB iShares Core Total USD Bond Market ETF | $1,692,665 | $6,083 ▼ | -0.4% | 36,733 | 0.1% | Manufacturing |
ABBV AbbVie | $1,655,354 | $150,639 ▲ | 10.0% | 7,901 | 0.1% | Medical |
TSLA Tesla | $1,613,530 | $291,037 ▲ | 22.0% | 6,226 | 0.1% | Auto/Tires/Trucks |
SCHX Schwab US Large-Cap ETF | $1,539,808 | $4,548 ▲ | 0.3% | 69,738 | 0.1% | ETF |
PM Philip Morris International | $1,532,049 | $120,793 ▲ | 8.6% | 9,652 | 0.1% | Consumer Staples |
LLY Eli Lilly and Company | $1,526,634 | $209,003 ▲ | 15.9% | 1,848 | 0.1% | Medical |
FNDB Schwab Fundamental U.S. Broad Market ETF | $1,403,686 | $6,029 ▲ | 0.4% | 61,003 | 0.1% | ETF |
PG Procter & Gamble | $1,234,761 | $68,172 ▲ | 5.8% | 7,245 | 0.0% | Consumer Staples |
FCX Freeport-McMoRan | $1,223,976 | $7,572 ▼ | -0.6% | 32,329 | 0.0% | Basic Materials |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $1,214,780 | $75,271 ▼ | -5.8% | 15,590 | 0.0% | ETF |
VOO Vanguard S&P 500 ETF | $1,206,244 | $17,474 ▲ | 1.5% | 2,347 | 0.0% | ETF |
DFCF Dimensional Core Fixed Income ETF | $1,205,706 | $2,271 ▼ | -0.2% | 28,666 | 0.0% | ETF |
REET iShares Global REIT ETF | $1,169,478 | $61,572 ▼ | -5.0% | 48,206 | 0.0% | ETF |
V Visa | $1,134,261 | $231,689 ▲ | 25.7% | 3,236 | 0.0% | Business Services |
SCHC Schwab International Small-Cap Equity ETF | $1,127,903 | | 0.0% | 31,435 | 0.0% | ETF |
SPGI S&P Global | $1,126,458 | $42,172 ▲ | 3.9% | 2,217 | 0.0% | Finance |
ORCL Oracle | $1,096,563 | $51,312 ▲ | 4.9% | 7,843 | 0.0% | Computer and Technology |
SCHE Schwab Emerging Markets Equity ETF | $1,069,622 | $81,992 ▲ | 8.3% | 38,797 | 0.0% | ETF |
FDX FedEx | $1,069,002 | $16,334 ▲ | 1.6% | 4,385 | 0.0% | Transportation |
PFG Principal Financial Group | $1,058,227 | $1,097 ▲ | 0.1% | 12,543 | 0.0% | Finance |
VPU Vanguard Utilities ETF | $1,003,961 | $7,344 ▲ | 0.7% | 5,878 | 0.0% | ETF |
AVGO Broadcom | $989,652 | $157,882 ▲ | 19.0% | 5,911 | 0.0% | Computer and Technology |
HD Home Depot | $979,195 | $11,360 ▼ | -1.1% | 2,672 | 0.0% | Retail/Wholesale |
COST Costco Wholesale | $959,476 | $151,397 ▲ | 18.7% | 1,014 | 0.0% | Retail/Wholesale |
TT Trane Technologies | $954,494 | $11,118 ▲ | 1.2% | 2,833 | 0.0% | Construction |
ABT Abbott Laboratories | $952,332 | $99,093 ▲ | 11.6% | 7,179 | 0.0% | Medical |
TSM Taiwan Semiconductor Manufacturing | $912,004 | $156,206 ▲ | 20.7% | 5,494 | 0.0% | Computer and Technology |
MA Mastercard | $866,080 | $316,284 ▲ | 57.5% | 1,580 | 0.0% | Business Services |
MDLZ Mondelez International | $842,415 | $104,556 ▲ | 14.2% | 12,416 | 0.0% | Consumer Staples |
VNQ Vanguard Real Estate ETF | $836,398 | $257,311 ▼ | -23.5% | 9,238 | 0.0% | ETF |
DIMENSIONAL ETF TRUST
| $818,509 | $168,518 ▲ | 25.9% | 13,357 | 0.0% | WORLD EQUITY ETF |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $799,110 | $3,442 ▼ | -0.4% | 13,697 | 0.0% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $761,957 | | 0.0% | 18,094 | 0.0% | ETF |
PEP PepsiCo | $740,764 | $96,419 ▲ | 15.0% | 4,940 | 0.0% | Consumer Staples |
VUG Vanguard Growth ETF | $735,430 | | 0.0% | 1,983 | 0.0% | ETF |
JNJ Johnson & Johnson | $732,323 | $149,582 ▲ | 25.7% | 4,416 | 0.0% | Medical |
PFE Pfizer | $706,213 | $19,766 ▲ | 2.9% | 27,869 | 0.0% | Medical |
EFV iShares MSCI EAFE Value ETF | $690,477 | $11,493 ▲ | 1.7% | 11,715 | 0.0% | ETF |
DIS Walt Disney | $678,077 | $18,556 ▲ | 2.8% | 6,870 | 0.0% | Consumer Discretionary |
IWN iShares Russell 2000 Value ETF | $661,161 | $30,952 ▼ | -4.5% | 4,379 | 0.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $646,151 | $15,105 ▲ | 2.4% | 1,155 | 0.0% | Finance |
MO Altria Group | $639,835 | $24,909 ▲ | 4.1% | 10,660 | 0.0% | Consumer Staples |
ORI Old Republic International | $631,361 | $4,942 ▲ | 0.8% | 16,098 | 0.0% | Finance |
SHV iShares Short Treasury Bond ETF | $619,849 | $46,279 ▲ | 8.1% | 5,612 | 0.0% | ETF |
CVX Chevron | $613,713 | $128,630 ▲ | 26.5% | 3,669 | 0.0% | Energy |
NFLX Netflix | $613,605 | $127,757 ▲ | 26.3% | 658 | 0.0% | Consumer Discretionary |
WTBA West Bancorporation | $613,494 | | 0.0% | 30,767 | 0.0% | Finance |
UNH UnitedHealth Group | $602,142 | $5,760 ▼ | -0.9% | 1,150 | 0.0% | Medical |
ESGD iShares ESG Aware MSCI EAFE ETF | $594,372 | $34,310 ▼ | -5.5% | 7,276 | 0.0% | Manufacturing |
IBM International Business Machines | $593,487 | $90,005 ▲ | 17.9% | 2,387 | 0.0% | Computer and Technology |
SCHH Schwab U.S. REIT ETF | $576,456 | $2,538 ▲ | 0.4% | 26,799 | 0.0% | ETF |
BA Boeing | $570,660 | $20,807 ▲ | 3.8% | 3,346 | 0.0% | Aerospace |
IWV iShares Russell 3000 ETF | $543,800 | $31,764 ▼ | -5.5% | 1,712 | 0.0% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $533,823 | $6,556 ▲ | 1.2% | 9,690 | 0.0% | Manufacturing |
EEM iShares MSCI Emerging Markets ETF | $530,300 | $5,900 ▲ | 1.1% | 12,135 | 0.0% | Finance |
FNDE Schwab Fundamental Emerging Markets Equity ETF | $507,917 | | 0.0% | 16,491 | 0.0% | ETF |
T AT&T | $503,104 | $77,799 ▲ | 18.3% | 17,790 | 0.0% | Computer and Technology |
CHT Chunghwa Telecom | $497,693 | $201,108 ▲ | 67.8% | 12,693 | 0.0% | Utilities |
GLD SPDR Gold Shares | $491,855 | $864 ▲ | 0.2% | 1,707 | 0.0% | Finance |
CTVA Corteva | $491,497 | $12,523 ▲ | 2.6% | 7,810 | 0.0% | Consumer Staples |
BAC Bank of America | $486,050 | $65,310 ▲ | 15.5% | 11,647 | 0.0% | Finance |
DFSU Dimensional US Sustainability Core 1 ETF | $476,559 | $1,074 ▼ | -0.2% | 13,308 | 0.0% | ETF |
HSY Hershey | $462,806 | $96,632 ▲ | 26.4% | 2,706 | 0.0% | Consumer Staples |
GIS General Mills | $459,725 | $29,417 ▲ | 6.8% | 7,689 | 0.0% | Consumer Staples |
KO CocaCola | $456,227 | $101,416 ▲ | 28.6% | 6,370 | 0.0% | Consumer Staples |
LOW Lowe's Companies | $449,130 | $48,271 ▲ | 12.0% | 1,926 | 0.0% | Retail/Wholesale |
CAT Caterpillar | $434,561 | $12,199 ▲ | 2.9% | 1,318 | 0.0% | Industrials |
IJR iShares Core S&P Small-Cap ETF | $432,507 | $63,161 ▼ | -12.7% | 4,136 | 0.0% | ETF |
SAP SAP | $430,041 | $137,710 ▲ | 47.1% | 1,602 | 0.0% | Computer and Technology |
GE GE Aerospace | $419,549 | $101,885 ▲ | 32.1% | 2,096 | 0.0% | Aerospace |
ADP Automatic Data Processing | $411,352 | $73,347 ▲ | 21.7% | 1,346 | 0.0% | Computer and Technology |
CSCO Cisco Systems | $410,618 | $131,442 ▲ | 47.1% | 6,654 | 0.0% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $398,356 | | 0.0% | 2,936 | 0.0% | ETF |
VSGX Vanguard ESG International Stock ETF | $378,219 | $2,477 ▲ | 0.7% | 6,413 | 0.0% | ETF |
LINDE PLC
| $378,100 | $98,716 ▲ | 35.3% | 812 | 0.0% | SHS |
HON Honeywell International | $369,497 | $48,913 ▲ | 15.3% | 1,745 | 0.0% | Multi-Sector Conglomerates |
UAL United Airlines | $362,098 | $8,148 ▲ | 2.3% | 5,244 | 0.0% | Transportation |
LII Lennox International | $360,053 | | 0.0% | 642 | 0.0% | Construction |
WM Waste Management | $357,339 | $64,108 ▲ | 21.9% | 1,544 | 0.0% | Business Services |
NVS Novartis | $338,788 | $102,116 ▲ | 43.1% | 3,039 | 0.0% | Medical |
GOOG Alphabet | $337,505 | $15,625 ▲ | 4.9% | 2,160 | 0.0% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $329,329 | $263 ▲ | 0.1% | 5,008 | 0.0% | ETF |
SBUX Starbucks | $325,118 | $42,087 ▲ | 14.9% | 3,314 | 0.0% | Retail/Wholesale |
CL Colgate-Palmolive | $317,792 | $54,058 ▲ | 20.5% | 3,392 | 0.0% | Consumer Staples |
CRM Salesforce | $314,803 | $30,863 ▲ | 10.9% | 1,173 | 0.0% | Computer and Technology |
SUSL iShares ESG MSCI USA Leaders ETF | $314,679 | $5,270 ▲ | 1.7% | 3,284 | 0.0% | Manufacturing |
DUK Duke Energy | $305,225 | $18,787 ▲ | 6.6% | 2,502 | 0.0% | Utilities |
CP Canadian Pacific Kansas City | $304,922 | $12,568 ▲ | 4.3% | 4,343 | 0.0% | Transportation |
UMC United Microelectronics | $300,808 | $210,460 ▲ | 232.9% | 42,071 | 0.0% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $299,613 | $10,805 ▲ | 3.7% | 4,825 | 0.0% | ETF |
SHEL Shell | $294,439 | $45,800 ▲ | 18.4% | 4,018 | 0.0% | Energy |
RTX RTX | $292,848 | $49,536 ▲ | 20.4% | 2,211 | 0.0% | Aerospace |
MRK Merck & Co., Inc. | $291,257 | $58,072 ▲ | 24.9% | 3,245 | 0.0% | Medical |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $290,200 | $2,994 ▲ | 1.0% | 7,173 | 0.0% | ETF |
BSX Boston Scientific | $286,701 | $286,701 ▲ | New Holding | 2,842 | 0.0% | Medical |
WIT Wipro | $284,118 | $105,555 ▲ | 59.1% | 92,849 | 0.0% | Computer and Technology |
GS The Goldman Sachs Group | $280,131 | $38,771 ▲ | 16.1% | 513 | 0.0% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $280,052 | $5,740 ▼ | -2.0% | 8,489 | 0.0% | ETF |
HSBC HSBC | $279,225 | $279,225 ▲ | New Holding | 4,862 | 0.0% | Finance |
WELL Welltower | $276,246 | $276,246 ▲ | New Holding | 1,803 | 0.0% | Finance |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $275,473 | $7,490 ▲ | 2.8% | 7,172 | 0.0% | ETF |
NKE NIKE | $274,615 | $6,919 ▲ | 2.6% | 4,326 | 0.0% | Consumer Discretionary |
CB Chubb | $263,939 | $263,939 ▲ | New Holding | 874 | 0.0% | Finance |
CMCSA Comcast | $263,317 | $33,653 ▲ | 14.7% | 7,136 | 0.0% | Consumer Discretionary |
SYK Stryker | $260,203 | $36,481 ▲ | 16.3% | 699 | 0.0% | Medical |
SUB iShares Short-Term National Muni Bond ETF | $260,093 | $105,072 ▼ | -28.8% | 2,463 | 0.0% | ETF |
ACN Accenture | $258,681 | $20,907 ▼ | -7.5% | 829 | 0.0% | Computer and Technology |
BMY Bristol Myers Squibb | $256,762 | $256,762 ▲ | New Holding | 4,210 | 0.0% | Medical |
VRTX Vertex Pharmaceuticals | $254,531 | $254,531 ▲ | New Holding | 525 | 0.0% | Medical |
VZ Verizon Communications | $254,173 | $254,173 ▲ | New Holding | 5,603 | 0.0% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $253,457 | $1,737 ▲ | 0.7% | 3,211 | 0.0% | ETF |
UNP Union Pacific | $250,740 | $250,740 ▲ | New Holding | 1,061 | 0.0% | Transportation |
TMUS T-Mobile US | $248,840 | $248,840 ▲ | New Holding | 933 | 0.0% | Computer and Technology |
AMGN Amgen | $245,924 | $245,924 ▲ | New Holding | 789 | 0.0% | Medical |
IQDG WisdomTree International Quality Dividend Growth Fund | $245,349 | $1,784 ▼ | -0.7% | 6,876 | 0.0% | Finance |
MUFG Mitsubishi UFJ Financial Group | $243,595 | $98,340 ▲ | 67.7% | 17,872 | 0.0% | Finance |
INFY American Noble Gas | $242,944 | $52,761 ▲ | 27.7% | 13,312 | 0.0% | Computer and Technology |
PAYX Paychex | $241,448 | $241,448 ▲ | New Holding | 1,565 | 0.0% | Computer and Technology |
AFL Aflac | $240,858 | $240,858 ▲ | New Holding | 2,166 | 0.0% | Finance |
USB U.S. Bancorp | $240,148 | $3,631 ▲ | 1.5% | 5,688 | 0.0% | Finance |
SO Southern | $235,852 | $235,852 ▲ | New Holding | 2,565 | 0.0% | Utilities |
ESGE iShares ESG Aware MSCI EM ETF | $235,042 | $9,996 ▲ | 4.4% | 6,725 | 0.0% | Manufacturing |
IWF iShares Russell 1000 Growth ETF | $234,992 | | 0.0% | 651 | 0.0% | ETF |
BABA Alibaba Group | $233,915 | $233,915 ▲ | New Holding | 1,769 | 0.0% | Retail/Wholesale |
UBER Uber Technologies | $233,225 | $233,225 ▲ | New Holding | 3,201 | 0.0% | Computer and Technology |
ASML ASML | $231,258 | $12,590 ▲ | 5.8% | 349 | 0.0% | Computer and Technology |
WK Workiva | $230,918 | $304 ▲ | 0.1% | 3,042 | 0.0% | Computer and Technology |
ROK Rockwell Automation | $229,700 | $12,919 ▲ | 6.0% | 889 | 0.0% | Computer and Technology |
NEE NextEra Energy | $226,706 | $226,706 ▲ | New Holding | 3,198 | 0.0% | Utilities |
PHG Koninklijke Philips | $225,247 | | 0.0% | 8,868 | 0.0% | Medical |
AAXJ iShares MSCI All Country Asia ex Japan ETF | $222,000 | | 0.0% | 3,000 | 0.0% | ETF |
FI Fiserv | $221,713 | $221,713 ▲ | New Holding | 1,004 | 0.0% | Business Services |
TM Toyota Motor | $221,545 | $221,545 ▲ | New Holding | 1,255 | 0.0% | Auto/Tires/Trucks |
WF Woori Bank | $220,675 | $220,675 ▲ | New Holding | 6,611 | 0.0% | Finance |
QCOM QUALCOMM | $220,020 | $220,020 ▲ | New Holding | 1,432 | 0.0% | Computer and Technology |
IR Ingersoll Rand | $218,562 | $8,323 ▲ | 4.0% | 2,731 | 0.0% | Industrials |
HDB HDFC Bank | $216,727 | $31,692 ▼ | -12.8% | 3,262 | 0.0% | Finance |
NVO Novo Nordisk A/S | $215,958 | $215,958 ▲ | New Holding | 3,110 | 0.0% | Medical |
ALB Albemarle | $215,412 | $23,190 ▼ | -9.7% | 2,991 | 0.0% | Basic Materials |
PGR Progressive | $213,107 | $213,107 ▲ | New Holding | 753 | 0.0% | Finance |
TJX TJX Companies | $209,345 | $209,345 ▲ | New Holding | 1,719 | 0.0% | Retail/Wholesale |
DFAR Dimensional US Real Estate ETF | $209,313 | | 0.0% | 8,806 | 0.0% | ETF |
TXN Texas Instruments | $208,632 | $208,632 ▲ | New Holding | 1,161 | 0.0% | Computer and Technology |
AJG Arthur J. Gallagher & Co. | $208,525 | $208,525 ▲ | New Holding | 604 | 0.0% | Finance |
BKNG Booking | $207,311 | $207,311 ▲ | New Holding | 45 | 0.0% | Retail/Wholesale |
DFSI Dimensional International Sustainability Core 1 ETF | $207,142 | $207,142 ▲ | New Holding | 5,937 | 0.0% | ETF |
RDY Dr. Reddy's Laboratories | $195,713 | $14,957 ▲ | 8.3% | 14,838 | 0.0% | Medical |
RIVN Rivian Automotive | $165,834 | $2,839 ▲ | 1.7% | 13,320 | 0.0% | Auto/Tires/Trucks |
VALE Vale | $137,395 | $137,395 ▲ | New Holding | 13,767 | 0.0% | Basic Materials |
SAN Banco Santander | $104,507 | $104,507 ▲ | New Holding | 15,598 | 0.0% | Finance |
HIMX Himax Technologies | $97,358 | $6,071 ▲ | 6.7% | 13,246 | 0.0% | Computer and Technology |
MFG Mizuho Financial Group | $69,288 | $69,288 ▲ | New Holding | 12,575 | 0.0% | Finance |
ICL ICL Group | $58,572 | $58,572 ▲ | New Holding | 10,428 | 0.0% | Basic Materials |
SB Safe Bulkers | $56,616 | $56,616 ▲ | New Holding | 15,343 | 0.0% | Transportation |
LCID Lucid Group | $25,981 | $639 ▼ | -2.4% | 10,736 | 0.0% | Auto/Tires/Trucks |
ADBE Adobe | $0 | $233,902 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
AMAT Applied Materials | $0 | $227,022 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
DFSD Dimensional Short-Duration Fixed Income ETF | $0 | $225,540 ▼ | -100.0% | 0 | 0.0% | ETF |
NOW ServiceNow | $0 | $210,964 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
SLYV SPDR S&P 600 Small Cap Value ETF | $0 | $206,901 ▼ | -100.0% | 0 | 0.0% | ETF |
ASX ASE Technology | $0 | $121,283 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
ABEV Ambev | $0 | $29,763 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
