DFAC Dimensional U.S. Core Equity 2 ETF | $20,284,618 | $405,450 ▼ | -2.0% | 562,836 | 9.3% | ETF |
AVUS Avantis U.S. Equity ETF | $13,936,257 | $6,213,581 ▲ | 80.5% | 137,710 | 6.4% | ETF |
DIMENSIONAL ETF TRUST
| $13,653,120 | $52,369 ▼ | -0.4% | 203,353 | 6.3% | US CORE EQUITY 1 |
DFIC Dimensional International Core Equity 2 ETF | $11,193,402 | $203,909 ▼ | -1.8% | 360,380 | 5.1% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $10,396,587 | $3,726,324 ▲ | 55.9% | 393,959 | 4.8% | ETF |
PIMCO ETF TR
| $9,425,687 | $5,181,069 ▲ | 122.1% | 102,777 | 4.3% | ACTIVE BD ETF |
LLY Eli Lilly and Company | $6,656,282 | $129,572 ▼ | -1.9% | 8,579 | 3.1% | Medical |
VOO Vanguard S&P 500 ETF | $6,237,521 | $539,381 ▲ | 9.5% | 10,986 | 2.9% | ETF |
SCHX Schwab US Large-Cap ETF | $4,534,370 | $158,745 ▼ | -3.4% | 185,379 | 2.1% | ETF |
DFCF Dimensional Core Fixed Income ETF | $4,217,354 | $1,197,484 ▼ | -22.1% | 99,795 | 1.9% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $4,168,050 | $50,205 ▼ | -1.2% | 140,055 | 1.9% | ETF |
AVDE Avantis International Equity ETF | $3,755,336 | $2,142,336 ▲ | 132.8% | 50,789 | 1.7% | ETF |
MSFT Microsoft | $3,637,967 | $69,876 ▼ | -1.9% | 7,393 | 1.7% | Computer and Technology |
XLG Invesco S&P 500 Top 50 ETF | $3,536,485 | $51,159 ▲ | 1.5% | 68,298 | 1.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,058,508 | $188,287 ▲ | 6.6% | 53,686 | 1.4% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $2,982,796 | $2,982,796 ▲ | New Holding | 29,718 | 1.4% | ETF |
AMZN Amazon.com | $2,890,440 | $108,686 ▼ | -3.6% | 13,111 | 1.3% | Retail/Wholesale |
AAPL Apple | $2,690,448 | $83,128 ▲ | 3.2% | 12,946 | 1.2% | Computer and Technology |
PG Procter & Gamble | $2,644,330 | $14,993 ▼ | -0.6% | 16,402 | 1.2% | Consumer Staples |
IVV iShares Core S&P 500 ETF | $2,567,712 | $78,825 ▼ | -3.0% | 4,137 | 1.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $2,531,249 | $1,285,084 ▲ | 103.1% | 36,877 | 1.2% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $2,513,154 | $2,513,154 ▲ | New Holding | 49,795 | 1.2% | ETF |
GLD SPDR Gold Shares | $2,413,037 | $11,072 ▼ | -0.5% | 7,846 | 1.1% | Finance |
NVDA NVIDIA | $2,258,884 | $16,403 ▲ | 0.7% | 14,735 | 1.0% | Computer and Technology |
QQQ Invesco QQQ | $2,125,943 | $187,599 ▲ | 9.7% | 3,887 | 1.0% | Finance |
XLK Technology Select Sector SPDR Fund | $1,861,350 | $1,861,350 ▲ | New Holding | 7,417 | 0.9% | ETF |
META Meta Platforms | $1,804,162 | $125,888 ▼ | -6.5% | 2,508 | 0.8% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $1,801,649 | $191,684 ▼ | -9.6% | 9,822 | 0.8% | ETF |
IVW iShares S&P 500 Growth ETF | $1,787,544 | $355,024 ▼ | -16.6% | 16,404 | 0.8% | ETF |
AVGE Avantis All Equity Markets ETF | $1,761,474 | $1,761,474 ▲ | New Holding | 22,621 | 0.8% | ETF |
MA Mastercard | $1,708,662 | $85,828 ▼ | -4.8% | 3,026 | 0.8% | Business Services |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $1,596,363 | $99,025 ▼ | -5.8% | 29,372 | 0.7% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,560,617 | $293,641 ▲ | 23.2% | 24,538 | 0.7% | ETF |
IVE iShares S&P 500 Value ETF | $1,471,858 | $94,112 ▲ | 6.8% | 7,460 | 0.7% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $1,398,474 | $584,271 ▼ | -29.5% | 30,362 | 0.6% | Manufacturing |
SHY iShares 1-3 Year Treasury Bond ETF | $1,280,885 | $46,371 ▼ | -3.5% | 15,524 | 0.6% | Manufacturing |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,276,861 | $722,953 ▼ | -36.2% | 26,618 | 0.6% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,230,037 | $337,023 ▼ | -21.5% | 16,931 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,193,851 | $137,111 ▲ | 13.0% | 1,933 | 0.5% | Finance |
EFG iShares MSCI EAFE Growth ETF | $1,177,766 | $138,037 ▼ | -10.5% | 10,580 | 0.5% | ETF |
V Visa | $1,126,484 | $85,668 ▼ | -7.1% | 3,169 | 0.5% | Business Services |
ADP Automatic Data Processing | $1,005,742 | $13,646 ▼ | -1.3% | 3,243 | 0.5% | Computer and Technology |
AMT American Tower | $997,376 | $212,136 ▼ | -17.5% | 4,443 | 0.5% | Finance |
ETN Eaton | $993,047 | $13,136 ▲ | 1.3% | 2,797 | 0.5% | Industrials |
APH Amphenol | $988,348 | $2,532 ▲ | 0.3% | 10,148 | 0.5% | Computer and Technology |
SCHW Charles Schwab | $971,906 | $1,003 ▼ | -0.1% | 10,660 | 0.4% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $963,255 | $73,944 ▲ | 8.3% | 19,397 | 0.4% | ETF |
VTV Vanguard Value ETF | $957,617 | $22,499 ▲ | 2.4% | 5,363 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $952,126 | $382,954 ▲ | 67.3% | 15,845 | 0.4% | ETF |
QQQM Invesco NASDAQ 100 ETF | $912,596 | $912,596 ▲ | New Holding | 4,054 | 0.4% | ETF |
GOOGL Alphabet | $861,596 | $75,785 ▲ | 9.6% | 4,900 | 0.4% | Computer and Technology |
TJX TJX Companies | $813,360 | $14,392 ▼ | -1.7% | 6,499 | 0.4% | Retail/Wholesale |
DSTL Distillate U.S. Fundamental Stability & Value ETF | $767,973 | $116,053 ▲ | 17.8% | 13,665 | 0.4% | ETF |
GOOG Alphabet | $747,445 | $26,890 ▼ | -3.5% | 4,225 | 0.3% | Computer and Technology |
DFGR Dimensional Global Real Estate ETF | $694,021 | $18,677 ▼ | -2.6% | 25,714 | 0.3% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $677,694 | $16,946 ▼ | -2.4% | 8,758 | 0.3% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $676,072 | $399,746 ▲ | 144.7% | 2,224 | 0.3% | ETF |
ELV Elevance Health | $660,523 | $470,954 ▲ | 248.4% | 1,669 | 0.3% | Medical |
COOPER COS INC
| $648,519 | $4,878 ▼ | -0.7% | 8,907 | 0.3% | COM |
NFLX Netflix | $645,506 | $85,378 ▼ | -11.7% | 499 | 0.3% | Consumer Discretionary |
ISHARES BITCOIN TRUST ETF
| $644,836 | $644,836 ▲ | New Holding | 10,776 | 0.3% | SHS BEN INT |
AVGO Broadcom | $643,050 | $145,871 ▲ | 29.3% | 2,429 | 0.3% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $640,786 | $86,114 ▼ | -11.8% | 2,277 | 0.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $616,691 | $136,942 ▼ | -18.2% | 20,427 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $596,944 | $312,826 ▲ | 110.1% | 6,654 | 0.3% | ETF |
VXF Vanguard Extended Market ETF | $596,614 | $57,300 ▲ | 10.6% | 3,082 | 0.3% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $595,521 | $595,521 ▲ | New Holding | 5,510 | 0.3% | ETF |
IYW iShares U.S. Technology ETF | $571,724 | $116,196 ▼ | -16.9% | 3,336 | 0.3% | Manufacturing |
CDNS Cadence Design Systems | $565,074 | $67,153 ▲ | 13.5% | 1,826 | 0.3% | Computer and Technology |
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF | $563,853 | $30,222 ▼ | -5.1% | 3,209 | 0.3% | ETF |
DUHP Dimensional US High Profitability ETF | $556,724 | $169,013 ▼ | -23.3% | 15,564 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $549,275 | $42,860 ▼ | -7.2% | 2,294 | 0.3% | ETF |
COST Costco Wholesale | $542,588 | $62,151 ▼ | -10.3% | 550 | 0.2% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $526,406 | $24,970 ▼ | -4.5% | 1,813 | 0.2% | Finance |
BX Blackstone | $519,418 | $764 ▼ | -0.1% | 3,400 | 0.2% | Finance |
IQV IQVIA | $512,384 | $9,269 ▼ | -1.8% | 3,151 | 0.2% | Medical |
WELL Welltower | $503,918 | $14,857 ▼ | -2.9% | 3,324 | 0.2% | Finance |
ZTS Zoetis | $497,859 | $88,363 ▼ | -15.1% | 3,127 | 0.2% | Medical |
ROP Roper Technologies | $483,367 | $1,145 ▼ | -0.2% | 844 | 0.2% | Computer and Technology |
BTHM BlackRock Future U.S. Themes ETF | $457,968 | $457,968 ▲ | New Holding | 12,926 | 0.2% | ETF |
FICO Fair Isaac | $447,893 | $119,807 ▲ | 36.5% | 243 | 0.2% | Computer and Technology |
TDY Teledyne Technologies | $438,415 | $14,836 ▼ | -3.3% | 857 | 0.2% | Aerospace |
MSI Motorola Solutions | $437,994 | $223,892 ▲ | 104.6% | 1,029 | 0.2% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $427,305 | $4,627 ▲ | 1.1% | 14,775 | 0.2% | ETF |
LAM RESEARCH CORP
| $426,835 | $8,132 ▼ | -1.9% | 4,409 | 0.2% | COM NEW |
LABCORP HOLDINGS INC
| $408,810 | | 0.0% | 1,547 | 0.2% | COM SHS |
OEF iShares S&P 100 ETF | $392,625 | $95,274 ▲ | 32.0% | 1,294 | 0.2% | ETF |
DLR Digital Realty Trust | $382,401 | $15,070 ▲ | 4.1% | 2,233 | 0.2% | Finance |
ECL Ecolab | $376,474 | $1,636 ▼ | -0.4% | 1,381 | 0.2% | Basic Materials |
ABBV AbbVie | $374,660 | $12,729 ▼ | -3.3% | 1,972 | 0.2% | Medical |
DIMENSIONAL ETF TRUST
| $372,600 | $98,455 ▼ | -20.9% | 6,971 | 0.2% | GLOBAL EX US COR |
SPEM SPDR Portfolio Emerging Markets ETF | $371,124 | $38,351 ▼ | -9.4% | 8,661 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $360,933 | $75,303 ▲ | 26.4% | 16,354 | 0.2% | ETF |
CAT Caterpillar | $358,865 | $3,909 ▼ | -1.1% | 918 | 0.2% | Industrials |
ESGU iShares ESG Aware MSCI USA ETF | $357,861 | $945 ▼ | -0.3% | 2,652 | 0.2% | Manufacturing |
KLAC KLA | $347,855 | $5,393 ▼ | -1.5% | 387 | 0.2% | Computer and Technology |
FNDX Schwab Fundamental U.S. Large Company ETF | $346,984 | | 0.0% | 13,980 | 0.2% | ETF |
AJG Arthur J. Gallagher & Co. | $340,257 | $13,738 ▲ | 4.2% | 1,065 | 0.2% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $335,626 | $335,626 ▲ | New Holding | 3,558 | 0.2% | ETF |
CCI Crown Castle | $331,282 | $22,300 ▲ | 7.2% | 3,194 | 0.2% | Finance |
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