VTI Vanguard Total Stock Market ETF | $25,553,360 | $4,651,167 ▲ | 22.3% | 77,866 | 9.9% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $20,938,872 | $6,190,503 ▲ | 42.0% | 248,946 | 8.1% | ETF |
IVV iShares Core S&P 500 ETF | $13,627,926 | $198,117 ▼ | -1.4% | 20,361 | 5.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $13,262,225 | $3,681,256 ▲ | 38.4% | 165,923 | 5.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $12,572,885 | $850,429 ▼ | -6.3% | 325,976 | 4.9% | ETF |
DUHP Dimensional US High Profitability ETF | $10,728,375 | $2,458,486 ▲ | 29.7% | 284,045 | 4.2% | ETF |
DFSV Dimensional US Small Cap Value ETF | $10,623,810 | $2,362,276 ▲ | 28.6% | 333,662 | 4.1% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $9,664,603 | $1,389,527 ▲ | 16.8% | 301,360 | 3.7% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $8,724,925 | $2,120,140 ▲ | 32.1% | 347,192 | 3.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $7,813,845 | $372,219 ▼ | -4.5% | 99,022 | 3.0% | ETF |
EFA iShares MSCI EAFE ETF | $7,443,861 | $137,628 ▼ | -1.8% | 79,724 | 2.9% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $7,288,889 | $1,696,091 ▲ | 30.3% | 121,644 | 2.8% | ETF |
VNQ Vanguard Real Estate ETF | $6,578,219 | $2,935,497 ▼ | -30.9% | 71,956 | 2.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $6,162,056 | $38,410 ▼ | -0.6% | 13,155 | 2.4% | ETF |
DIHP Dimensional International High Profitability ETF | $4,522,816 | $738,570 ▲ | 19.5% | 148,801 | 1.8% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,295,972 | $105,199 ▼ | -2.4% | 60,193 | 1.7% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $4,181,637 | $2,498,745 ▼ | -37.4% | 82,592 | 1.6% | Manufacturing |
DISV Dimensional International Small Cap Value ETF | $4,082,743 | $534,277 ▲ | 15.1% | 114,395 | 1.6% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $3,920,882 | $751,052 ▼ | -16.1% | 119,576 | 1.5% | ETF |
IWD iShares Russell 1000 Value ETF | $3,829,753 | $57,209 ▼ | -1.5% | 18,811 | 1.5% | ETF |
IWN iShares Russell 2000 Value ETF | $3,758,143 | $323,920 ▼ | -7.9% | 21,255 | 1.5% | ETF |
IWV iShares Russell 3000 ETF | $3,518,837 | $20,842 ▼ | -0.6% | 9,286 | 1.4% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $3,044,787 | $664,165 ▼ | -17.9% | 39,687 | 1.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,990,628 | $16,362 ▼ | -0.5% | 55,198 | 1.2% | ETF |
AZN AstraZeneca | $2,946,892 | | 0.0% | 38,411 | 1.1% | Medical |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,896,859 | $458,006 ▼ | -13.7% | 20,322 | 1.1% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $2,782,153 | $22,649 ▼ | -0.8% | 57,733 | 1.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $2,601,738 | $144,345 ▼ | -5.3% | 8,129 | 1.0% | ETF |
IWB iShares Russell 1000 ETF | $2,550,685 | | 0.0% | 6,979 | 1.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,549,735 | $208,190 ▼ | -7.5% | 21,457 | 1.0% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $2,521,080 | $680 ▲ | 0.0% | 59,358 | 1.0% | ETF |
DFUV Dimensional US Marketwide Value ETF | $2,462,108 | $82,900 ▼ | -3.3% | 55,093 | 1.0% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $2,370,891 | | 0.0% | 42,850 | 0.9% | ETF |
IWM iShares Russell 2000 ETF | $2,339,332 | $201,800 ▼ | -7.9% | 9,668 | 0.9% | Finance |
SLYV SPDR S&P 600 Small Cap Value ETF | $2,240,629 | $263,645 ▼ | -10.5% | 25,275 | 0.9% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,558,225 | $29,575 ▼ | -1.9% | 22,972 | 0.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $1,494,763 | $41,271 ▼ | -2.7% | 25,679 | 0.6% | ETF |
AAPL Apple | $1,403,115 | $24,446 ▼ | -1.7% | 5,510 | 0.5% | Computer and Technology |
DFIV Dimensional International Value ETF | $1,302,849 | $231 ▲ | 0.0% | 28,249 | 0.5% | ETF |
TIP iShares TIPS Bond ETF | $1,184,035 | $552,535 ▼ | -31.8% | 10,646 | 0.5% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,055,215 | $18,608 ▼ | -1.7% | 33,627 | 0.4% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $955,528 | $190,736 ▼ | -16.6% | 29,963 | 0.4% | ETF |
VTV Vanguard Value ETF | $840,883 | $46,249 ▼ | -5.2% | 4,509 | 0.3% | ETF |
SCHB Schwab US Broad Market ETF | $775,002 | | 0.0% | 30,144 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $774,767 | $64,619 ▼ | -7.7% | 1,163 | 0.3% | Finance |
DFGR Dimensional Global Real Estate ETF | $766,818 | $169,488 ▼ | -18.1% | 28,078 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $745,396 | | 0.0% | 28,299 | 0.3% | ETF |
AJG Arthur J. Gallagher & Co. | $718,597 | $20,443 ▼ | -2.8% | 2,320 | 0.3% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $714,471 | $63,800 ▼ | -8.2% | 5,017 | 0.3% | ETF |
NVDA NVIDIA | $681,592 | | 0.0% | 3,653 | 0.3% | Computer and Technology |
MSFT Microsoft | $660,956 | | 0.0% | 1,276 | 0.3% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $643,072 | | 0.0% | 3,114 | 0.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $637,823 | | 0.0% | 17,547 | 0.2% | ETF |
UNH UnitedHealth Group | $631,740 | $11,392 ▲ | 1.8% | 1,830 | 0.2% | Medical |
AVUV Avantis U.S. Small Cap Value ETF | $614,399 | | 0.0% | 6,173 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $573,514 | | 0.0% | 13,403 | 0.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $569,491 | | 0.0% | 12,166 | 0.2% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $565,149 | $860 ▲ | 0.2% | 13,801 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $560,836 | $29,020 ▼ | -4.9% | 1,778 | 0.2% | Finance |
JNJ Johnson & Johnson | $553,175 | | 0.0% | 2,983 | 0.2% | Medical |
DFLV Dimensional US Large Cap Value ETF | $491,065 | $44,579 ▼ | -8.3% | 14,926 | 0.2% | ETF |
MRK Merck & Co., Inc. | $481,674 | $1,259 ▼ | -0.3% | 5,739 | 0.2% | Medical |
PG Procter & Gamble | $473,687 | | 0.0% | 3,083 | 0.2% | Consumer Staples |
AGG iShares Core U.S. Aggregate Bond ETF | $423,255 | $89,423 ▲ | 26.8% | 4,222 | 0.2% | Finance |
VGT Vanguard Information Technology ETF | $415,873 | | 0.0% | 557 | 0.2% | ETF |
VUG Vanguard Growth ETF | $405,270 | | 0.0% | 845 | 0.2% | ETF |
AMZN Amazon.com | $341,651 | | 0.0% | 1,556 | 0.1% | Retail/Wholesale |
DIMENSIONAL ETF TRUST
| $321,730 | | 0.0% | 4,472 | 0.1% | US CORE EQUITY 1 |
VO Vanguard Mid-Cap ETF | $320,169 | | 0.0% | 1,090 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $316,546 | | 0.0% | 1,245 | 0.1% | ETF |
XOM Exxon Mobil | $309,897 | $225 ▲ | 0.1% | 2,749 | 0.1% | Energy |
DFAE Dimensional Emerging Core Equity Market ETF | $284,743 | $5,076 ▲ | 1.8% | 9,031 | 0.1% | ETF |
CEG Constellation Energy | $278,722 | | 0.0% | 847 | 0.1% | Energy |
BIV Vanguard Intermediate-Term Bond ETF | $278,624 | | 0.0% | 3,568 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $273,828 | | 0.0% | 1,312 | 0.1% | ETF |
GSY Invesco Ultra Short Duration ETF | $270,109 | $26,976 ▲ | 11.1% | 5,377 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $266,060 | $11,871 ▼ | -4.3% | 1,524 | 0.1% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $260,911 | $1,561 ▲ | 0.6% | 6,350 | 0.1% | ETF |
CSCO Cisco Systems | $260,270 | | 0.0% | 3,804 | 0.1% | Computer and Technology |
META Meta Platforms | $256,461 | | 0.0% | 349 | 0.1% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $255,461 | $58,604 ▼ | -18.7% | 3,435 | 0.1% | ETF |
AVGO Broadcom | $251,062 | | 0.0% | 761 | 0.1% | Computer and Technology |
BX Blackstone | $248,074 | | 0.0% | 1,452 | 0.1% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $243,445 | $15,364 ▼ | -5.9% | 1,743 | 0.1% | ETF |
GOOGL Alphabet | $239,551 | $43,776 ▼ | -15.5% | 985 | 0.1% | Computer and Technology |
IJS iShares S&P Small-Cap 600 Value ETF | $239,317 | | 0.0% | 2,164 | 0.1% | ETF |
ITW Illinois Tool Works | $234,162 | | 0.0% | 898 | 0.1% | Industrials |
MUB iShares National Muni Bond ETF | $224,964 | $16,928 ▲ | 8.1% | 2,113 | 0.1% | ETF |
AWI Armstrong World Industries | $222,275 | $222,275 ▲ | New Holding | 1,134 | 0.1% | Construction |
SLYG SPDR S&P 600 Small Cap Growth ETF | $217,950 | | 0.0% | 2,311 | 0.1% | ETF |
BNDX Vanguard Total International Bond ETF | $208,474 | $393,207 ▼ | -65.4% | 4,215 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $208,114 | $44,634 ▼ | -17.7% | 1,949 | 0.1% | ETF |
IAU iShares Gold Trust | $204,629 | $96,420 ▼ | -32.0% | 2,812 | 0.1% | Finance |
TMC TMC the metals | $127,400 | | 0.0% | 20,000 | 0.0% | Basic Materials |
DFAR Dimensional US Real Estate ETF | $0 | $265,348 ▼ | -100.0% | 0 | 0.0% | ETF |
