VTI Vanguard Total Stock Market ETF | $19,358,096 | $2,527,163 ▲ | 15.0% | 63,693 | 8.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $14,539,724 | $1,338,000 ▲ | 10.1% | 175,346 | 6.3% | ETF |
IVV iShares Core S&P 500 ETF | $12,825,931 | $18,627 ▼ | -0.1% | 20,657 | 5.5% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $12,473,215 | $1,405,250 ▼ | -10.1% | 348,025 | 5.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $9,529,427 | $545,291 ▲ | 6.1% | 119,867 | 4.1% | ETF |
VNQ Vanguard Real Estate ETF | $9,268,133 | $207,688 ▼ | -2.2% | 104,066 | 4.0% | ETF |
BSV Vanguard Short-Term Bond ETF | $8,164,295 | $61,386 ▼ | -0.7% | 103,739 | 3.5% | ETF |
DUHP Dimensional US High Profitability ETF | $7,785,994 | $726,597 ▲ | 10.3% | 218,954 | 3.4% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $7,658,386 | $561,486 ▲ | 7.9% | 258,032 | 3.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $7,636,209 | $1,491,661 ▲ | 24.3% | 259,470 | 3.3% | ETF |
EFA iShares MSCI EAFE ETF | $7,258,319 | $56,763 ▼ | -0.8% | 81,198 | 3.1% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $6,632,893 | $7,289 ▼ | -0.1% | 131,945 | 2.9% | Manufacturing |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $6,578,510 | $174,109 ▲ | 2.7% | 262,825 | 2.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $5,620,165 | $8,492 ▼ | -0.2% | 13,237 | 2.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,321,211 | $284,252 ▲ | 5.6% | 93,338 | 2.3% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $4,429,748 | $422,950 ▼ | -8.7% | 142,481 | 1.9% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $4,145,250 | $115,887 ▼ | -2.7% | 61,667 | 1.8% | ETF |
IWD iShares Russell 1000 Value ETF | $3,708,314 | $30,495 ▲ | 0.8% | 19,092 | 1.6% | ETF |
DIHP Dimensional International High Profitability ETF | $3,671,564 | $526,043 ▲ | 16.7% | 124,502 | 1.6% | ETF |
IWN iShares Russell 2000 Value ETF | $3,642,195 | | 0.0% | 23,087 | 1.6% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $3,513,642 | $43,027 ▼ | -1.2% | 48,344 | 1.5% | ETF |
IWV iShares Russell 3000 ETF | $3,278,691 | $36,153 ▼ | -1.1% | 9,341 | 1.4% | ETF |
DISV Dimensional International Small Cap Value ETF | $3,272,086 | $583,167 ▲ | 21.7% | 99,425 | 1.4% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $3,162,869 | $99,045 ▼ | -3.0% | 23,535 | 1.4% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $2,794,326 | | 0.0% | 58,203 | 1.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,745,030 | $103,075 ▼ | -3.6% | 55,500 | 1.2% | ETF |
AZN AstraZeneca | $2,684,161 | $2,446 ▲ | 0.1% | 38,411 | 1.2% | Medical |
IJR iShares Core S&P Small-Cap ETF | $2,536,512 | $191,258 ▼ | -7.0% | 23,209 | 1.1% | ETF |
IWO iShares Russell 2000 Growth ETF | $2,452,679 | $6,575 ▼ | -0.3% | 8,580 | 1.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $2,407,750 | $719 ▲ | 0.0% | 56,948 | 1.0% | ETF |
IWB iShares Russell 1000 ETF | $2,369,859 | $27,166 ▲ | 1.2% | 6,979 | 1.0% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $2,329,154 | $706 ▲ | 0.0% | 59,342 | 1.0% | ETF |
IWM iShares Russell 2000 ETF | $2,266,265 | $6,690 ▼ | -0.3% | 10,502 | 1.0% | Finance |
SLYV SPDR S&P 600 Small Cap Value ETF | $2,253,140 | $308,831 ▼ | -12.1% | 28,249 | 1.0% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $2,242,769 | $47,734 ▼ | -2.1% | 42,850 | 1.0% | ETF |
TIP iShares TIPS Bond ETF | $1,718,117 | $123,351 ▼ | -6.7% | 15,614 | 0.7% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,485,971 | $119,726 ▼ | -7.5% | 23,408 | 0.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $1,423,896 | $75,922 ▼ | -5.1% | 26,388 | 0.6% | ETF |
DFIV Dimensional International Value ETF | $1,209,696 | $58,892 ▲ | 5.1% | 28,244 | 0.5% | ETF |
AAPL Apple | $1,150,250 | $57,246 ▲ | 5.2% | 5,606 | 0.5% | Computer and Technology |
DFEV Dimensional Emerging Markets Value ETF | $1,077,953 | $268,169 ▼ | -19.9% | 35,944 | 0.5% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,005,039 | $21,528 ▼ | -2.1% | 34,220 | 0.4% | ETF |
DFGR Dimensional Global Real Estate ETF | $919,845 | $68,095 ▼ | -6.9% | 34,284 | 0.4% | ETF |
VTV Vanguard Value ETF | $840,752 | $5,656 ▼ | -0.7% | 4,757 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $778,491 | $432,495 ▲ | 125.0% | 1,260 | 0.3% | Finance |
AJG Arthur J. Gallagher & Co. | $763,806 | $640 ▲ | 0.1% | 2,386 | 0.3% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $757,886 | | 0.0% | 5,465 | 0.3% | ETF |
SCHB Schwab US Broad Market ETF | $718,332 | $386,046 ▲ | 116.2% | 30,144 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $691,628 | | 0.0% | 28,299 | 0.3% | ETF |
MSFT Microsoft | $634,714 | $9,948 ▲ | 1.6% | 1,276 | 0.3% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $608,538 | | 0.0% | 3,114 | 0.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $606,590 | $3,422 ▼ | -0.6% | 17,547 | 0.3% | ETF |
BNDX Vanguard Total International Bond ETF | $602,289 | | 0.0% | 12,165 | 0.3% | ETF |
NVDA NVIDIA | $577,146 | $16,115 ▲ | 2.9% | 3,653 | 0.2% | Computer and Technology |
AVUV Avantis U.S. Small Cap Value ETF | $562,360 | $562,360 ▲ | New Holding | 6,173 | 0.2% | ETF |
UNH UnitedHealth Group | $560,759 | $9,986 ▲ | 1.8% | 1,797 | 0.2% | Medical |
DFSI Dimensional International Sustainability Core 1 ETF | $543,082 | $2,877 ▲ | 0.5% | 13,780 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $542,687 | $542,687 ▲ | New Holding | 13,403 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $542,033 | $2,609 ▲ | 0.5% | 1,870 | 0.2% | Finance |
SPEM SPDR Portfolio Emerging Markets ETF | $519,975 | $53,596 ▼ | -9.3% | 12,166 | 0.2% | ETF |
DFLV Dimensional US Large Cap Value ETF | $505,037 | | 0.0% | 16,281 | 0.2% | ETF |
PG Procter & Gamble | $491,129 | $283,717 ▲ | 136.8% | 3,083 | 0.2% | Consumer Staples |
JNJ Johnson & Johnson | $455,638 | $153 ▲ | 0.0% | 2,983 | 0.2% | Medical |
MRK Merck & Co., Inc. | $455,487 | $31,110 ▲ | 7.3% | 5,754 | 0.2% | Medical |
VUG Vanguard Growth ETF | $370,448 | $6,576 ▼ | -1.7% | 845 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $369,447 | $19,235 ▼ | -4.9% | 557 | 0.2% | ETF |
AMZN Amazon.com | $341,371 | $878 ▼ | -0.3% | 1,556 | 0.1% | Retail/Wholesale |
AGG iShares Core U.S. Aggregate Bond ETF | $330,325 | $397 ▲ | 0.1% | 3,330 | 0.1% | Finance |
BND Vanguard Total Bond Market ETF | $310,939 | | 0.0% | 4,223 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $305,008 | | 0.0% | 1,090 | 0.1% | ETF |
DIMENSIONAL ETF TRUST
| $298,966 | $118,330 ▼ | -28.4% | 4,472 | 0.1% | US CORE EQUITY 1 |
XOM Exxon Mobil | $296,134 | $108 ▲ | 0.0% | 2,747 | 0.1% | Energy |
VB Vanguard Small-Cap ETF | $295,010 | | 0.0% | 1,245 | 0.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $275,948 | | 0.0% | 3,568 | 0.1% | ETF |
CEG Constellation Energy | $273,378 | $273,378 ▲ | New Holding | 847 | 0.1% | Energy |
DFAR Dimensional US Real Estate ETF | $265,348 | $126,211 ▼ | -32.2% | 11,311 | 0.1% | ETF |
CSCO Cisco Systems | $263,922 | $15,611 ▼ | -5.6% | 3,804 | 0.1% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $261,820 | | 0.0% | 1,592 | 0.1% | ETF |
IAU iShares Gold Trust | $257,983 | | 0.0% | 4,137 | 0.1% | Finance |
META Meta Platforms | $257,738 | $257,738 ▲ | New Holding | 349 | 0.1% | Computer and Technology |
DFAE Dimensional Emerging Core Equity Market ETF | $256,786 | $9,669 ▲ | 3.9% | 8,870 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $255,853 | | 0.0% | 1,312 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $251,707 | | 0.0% | 2,367 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $244,855 | | 0.0% | 1,853 | 0.1% | ETF |
GSY Invesco Ultra Short Duration ETF | $242,678 | | 0.0% | 4,840 | 0.1% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $240,225 | $1,408 ▲ | 0.6% | 6,312 | 0.1% | ETF |
ITW Illinois Tool Works | $222,031 | | 0.0% | 898 | 0.1% | Industrials |
BX Blackstone | $217,190 | $299 ▲ | 0.1% | 1,452 | 0.1% | Finance |
IJS iShares S&P Small-Cap 600 Value ETF | $215,296 | | 0.0% | 2,164 | 0.1% | ETF |
AVGO Broadcom | $209,770 | $209,770 ▲ | New Holding | 761 | 0.1% | Computer and Technology |
GOOGL Alphabet | $205,370 | $205,370 ▲ | New Holding | 1,165 | 0.1% | Computer and Technology |
SLYG SPDR S&P 600 Small Cap Growth ETF | $205,101 | $205,101 ▲ | New Holding | 2,311 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $204,105 | $204,105 ▲ | New Holding | 1,954 | 0.1% | ETF |
TMC TMC the metals | $132,000 | | 0.0% | 20,000 | 0.1% | Basic Materials |
VOO Vanguard S&P 500 ETF | $0 | $328,388 ▼ | -100.0% | 0 | 0.0% | ETF |
T AT&T | $0 | $202,742 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
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