DFUV Dimensional US Marketwide Value ETF | $19,893,999 | $1,513,077 ▼ | -7.1% | 470,529 | 9.3% | ETF |
DFUS Dimensional U.S. Equity ETF | $15,115,081 | $1,444,019 ▼ | -8.7% | 225,530 | 7.1% | ETF |
AAPL Apple | $9,057,015 | $52,525 ▼ | -0.6% | 44,143 | 4.2% | Computer and Technology |
CGGR Capital Group Growth ETF | $8,796,372 | $961,824 ▼ | -9.9% | 216,392 | 4.1% | ETF |
PM Philip Morris International | $8,378,393 | $360,619 ▼ | -4.1% | 46,002 | 3.9% | Consumer Staples |
DFAC Dimensional U.S. Core Equity 2 ETF | $7,960,216 | $1,483,383 ▼ | -15.7% | 222,104 | 3.7% | ETF |
MO Altria Group | $4,637,537 | $119,547 ▼ | -2.5% | 79,098 | 2.2% | Consumer Staples |
QCOM QUALCOMM | $4,594,482 | $115,627 ▼ | -2.5% | 28,848 | 2.2% | Computer and Technology |
ABBV AbbVie | $4,539,267 | $263,030 ▼ | -5.5% | 24,454 | 2.1% | Medical |
FDVV Fidelity High Dividend ETF | $4,530,449 | $115,329 ▲ | 2.6% | 87,090 | 2.1% | ETF |
HD Home Depot | $4,463,813 | $165,000 ▼ | -3.6% | 12,174 | 2.1% | Retail/Wholesale |
DFAS Dimensional U.S. Small Cap ETF | $4,156,408 | $1,104,103 ▼ | -21.0% | 65,239 | 1.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,049,797 | $67,970 ▲ | 1.7% | 6,554 | 1.9% | Finance |
PG Procter & Gamble | $4,031,597 | $134,307 ▼ | -3.2% | 25,305 | 1.9% | Consumer Staples |
T AT&T | $4,015,162 | $137,784 ▼ | -3.3% | 138,740 | 1.9% | Computer and Technology |
DFIV Dimensional International Value ETF | $3,770,196 | $123,823 ▼ | -3.2% | 88,026 | 1.8% | ETF |
CVX Chevron | $3,470,993 | $129,733 ▼ | -3.6% | 24,240 | 1.6% | Energy |
QQQ Invesco QQQ | $3,171,437 | $7,171 ▲ | 0.2% | 5,749 | 1.5% | Finance |
DFAU Dimensional US Core Equity Market ETF | $3,080,509 | $4,151 ▼ | -0.1% | 72,722 | 1.4% | ETF |
JNJ Johnson & Johnson | $3,058,168 | $93,639 ▼ | -3.0% | 20,020 | 1.4% | Medical |
PEP PepsiCo | $2,893,873 | $81,207 ▼ | -2.7% | 21,916 | 1.4% | Consumer Staples |
DUHP Dimensional US High Profitability ETF | $2,852,487 | $437,353 ▼ | -13.3% | 80,216 | 1.3% | ETF |
MSFT Microsoft | $2,757,607 | $204,470 ▲ | 8.0% | 5,543 | 1.3% | Computer and Technology |
DFLV Dimensional US Large Cap Value ETF | $2,699,231 | $290,412 ▲ | 12.1% | 87,015 | 1.3% | ETF |
NVDA NVIDIA | $2,530,007 | $328,792 ▲ | 14.9% | 16,013 | 1.2% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $2,518,248 | $37,364 ▼ | -1.5% | 5,931 | 1.2% | ETF |
PFE Pfizer | $2,415,853 | $98,294 ▲ | 4.2% | 99,663 | 1.1% | Medical |
FSK FS KKR Capital | $2,267,983 | $56,751 ▼ | -2.4% | 109,300 | 1.1% | Finance |
CGXU Capital Group International Focus Equity ETF | $2,252,489 | $681,186 ▼ | -23.2% | 83,025 | 1.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $2,208,586 | $3,561 ▼ | -0.2% | 40,930 | 1.0% | ETF |
LMT Lockheed Martin | $2,167,068 | $41,220 ▲ | 1.9% | 4,679 | 1.0% | Aerospace |
WPC W.P. Carey | $2,155,005 | $16,718 ▼ | -0.8% | 34,546 | 1.0% | Finance |
VYM Vanguard High Dividend Yield ETF | $2,079,120 | $267 ▼ | 0.0% | 15,596 | 1.0% | ETF |
FIDELITY COVINGTON TRUST
| $1,999,779 | $1,999,779 ▲ | New Holding | 62,945 | 0.9% | ENHANCED LARGE |
FIDELITY COVINGTON TRUST
| $1,990,014 | $1,626,968 ▲ | 448.1% | 53,740 | 0.9% | ENHANCED LARGE |
DFAI Dimensional International Core Equity Market ETF | $1,914,851 | $14,139 ▼ | -0.7% | 55,390 | 0.9% | ETF |
FIDELITY COVINGTON TRUST
| $1,879,669 | $1,879,669 ▲ | New Holding | 54,498 | 0.9% | ENHANCED LARGE |
DFAE Dimensional Emerging Core Equity Market ETF | $1,784,436 | $156,013 ▼ | -8.0% | 61,638 | 0.8% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,535,590 | $6,990 ▼ | -0.5% | 52,284 | 0.7% | ETF |
FIDELITY COVINGTON TRUST
| $1,432,380 | $1,432,380 ▲ | New Holding | 44,775 | 0.7% | ENHANCED SMALL |
AMZN Amazon.com | $1,325,554 | $2,194 ▼ | -0.2% | 6,042 | 0.6% | Retail/Wholesale |
DFSV Dimensional US Small Cap Value ETF | $1,248,640 | $143,267 ▼ | -10.3% | 42,427 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $1,236,770 | | 0.0% | 2,546 | 0.6% | Finance |
GOOG Alphabet | $1,196,061 | $355 ▲ | 0.0% | 6,742 | 0.6% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $1,078,839 | $60,659 ▼ | -5.3% | 3,895 | 0.5% | ETF |
VUG Vanguard Growth ETF | $1,076,869 | $28,939 ▲ | 2.8% | 2,456 | 0.5% | ETF |
TSLA Tesla | $1,073,691 | $318 ▼ | 0.0% | 3,380 | 0.5% | Auto/Tires/Trucks |
DFNM Dimensional National Municipal Bond ETF | $1,047,491 | | 0.0% | 22,084 | 0.5% | ETF |
IWD iShares Russell 1000 Value ETF | $1,003,188 | $1,360 ▲ | 0.1% | 5,164 | 0.5% | ETF |
BDC Belden | $964,730 | | 0.0% | 8,331 | 0.5% | Industrials |
COST Costco Wholesale | $957,340 | $990 ▲ | 0.1% | 967 | 0.4% | Retail/Wholesale |
FIDELITY COVINGTON TRUST
| $925,086 | $925,086 ▲ | New Holding | 27,813 | 0.4% | ENHANCED INTL |
JPM JPMorgan Chase & Co. | $886,941 | $2,320 ▲ | 0.3% | 3,059 | 0.4% | Finance |
IEFA iShares Core MSCI EAFE ETF | $871,085 | $24,378 ▲ | 2.9% | 10,434 | 0.4% | ETF |
XLK Technology Select Sector SPDR Fund | $848,328 | $1,519 ▲ | 0.2% | 3,350 | 0.4% | ETF |
DIHP Dimensional International High Profitability ETF | $800,154 | $108,140 ▼ | -11.9% | 27,133 | 0.4% | ETF |
NFLX Netflix | $780,713 | $66,957 ▲ | 9.4% | 583 | 0.4% | Consumer Discretionary |
VOO Vanguard S&P 500 ETF | $759,095 | | 0.0% | 1,336 | 0.4% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $749,099 | $58,252 ▼ | -7.2% | 5,401 | 0.4% | ETF |
ISRG Intuitive Surgical | $674,372 | | 0.0% | 1,241 | 0.3% | Medical |
V Visa | $673,329 | $355 ▲ | 0.1% | 1,896 | 0.3% | Business Services |
VOE Vanguard Mid-Cap Value ETF | $639,958 | | 0.0% | 3,891 | 0.3% | ETF |
META Meta Platforms | $623,157 | | 0.0% | 844 | 0.3% | Computer and Technology |
FSCO FS Credit Opportunities | $621,005 | $212,909 ▼ | -25.5% | 85,537 | 0.3% | Financial Services |
IDV iShares International Select Dividend ETF | $610,753 | $6,074 ▲ | 1.0% | 17,697 | 0.3% | ETF |
VTV Vanguard Value ETF | $583,328 | $19,268 ▲ | 3.4% | 3,300 | 0.3% | ETF |
XOM Exxon Mobil | $576,626 | $8,732 ▲ | 1.5% | 5,349 | 0.3% | Energy |
FDEM Fidelity Emerging Markets Multifactor ETF | $528,604 | $528,604 ▲ | New Holding | 18,885 | 0.2% | ETF |
IYG iShares U.S. Financial Services ETF | $527,845 | $1,455 ▲ | 0.3% | 6,166 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $526,830 | $2,593 ▲ | 0.5% | 5,893 | 0.2% | Finance |
MDLZ Mondelez International | $519,962 | | 0.0% | 7,710 | 0.2% | Consumer Staples |
FREL Fidelity MSCI Real Estate Index ETF | $517,199 | $4,462 ▼ | -0.9% | 19,127 | 0.2% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $512,603 | | 0.0% | 3,853 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $507,190 | $6,242 ▲ | 1.2% | 2,600 | 0.2% | ETF |
XSMO Invesco S&P SmallCap Momentum ETF | $474,635 | $172,316 ▲ | 57.0% | 6,977 | 0.2% | ETF |
IGV iShares Expanded Tech-Software Sector ETF | $469,536 | | 0.0% | 4,288 | 0.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $458,813 | $49,716 ▼ | -9.8% | 17,313 | 0.2% | ETF |
IWO iShares Russell 2000 Growth ETF | $451,766 | $29,451 ▼ | -6.1% | 1,580 | 0.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $442,994 | $7,471 ▼ | -1.7% | 6,463 | 0.2% | ETF |
USO United States Oil Fund | $433,323 | | 0.0% | 5,927 | 0.2% | ETF |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $422,978 | $5,626 ▲ | 1.3% | 48,340 | 0.2% | Financial Services |
XMHQ Invesco S&P MidCap Quality ETF | $419,976 | | 0.0% | 4,275 | 0.2% | ETF |
RTX RTX | $409,804 | $1,168 ▲ | 0.3% | 2,806 | 0.2% | Aerospace |
O Realty Income | $391,782 | $2,708 ▲ | 0.7% | 6,800 | 0.2% | Finance |
BX Blackstone | $389,144 | $598 ▼ | -0.2% | 2,601 | 0.2% | Finance |
HYT BlackRock Corporate High Yield Fund | $384,159 | $2,077 ▲ | 0.5% | 39,400 | 0.2% | Financial Services |
GOOGL Alphabet | $375,370 | | 0.0% | 2,130 | 0.2% | Computer and Technology |
CGUS Capital Group Core Equity ETF | $361,276 | $12,779 ▼ | -3.4% | 9,782 | 0.2% | ETF |
KO CocaCola | $359,699 | $2,830 ▼ | -0.8% | 5,084 | 0.2% | Consumer Staples |
IWB iShares Russell 1000 ETF | $355,323 | $2,038 ▼ | -0.6% | 1,046 | 0.2% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $355,319 | | 0.0% | 6,534 | 0.2% | ETF |
JPC Nuveen Preferred & Income Opportunities Fund | $350,380 | $1,251 ▲ | 0.4% | 43,688 | 0.2% | Financial Services |
IWM iShares Russell 2000 ETF | $349,495 | $14,247 ▲ | 4.2% | 1,619 | 0.2% | Finance |
PALANTIR TECHNOLOGIES INC
| $345,844 | $345,844 ▲ | New Holding | 2,537 | 0.2% | CL A |
GRAYSCALE BITCOIN TRUST ETF
| $342,544 | | 0.0% | 4,038 | 0.2% | SHS REP COM UT |
FTEC Fidelity MSCI Information Technology Index ETF | $333,538 | $394 ▲ | 0.1% | 1,691 | 0.2% | ETF |
IBB iShares Biotechnology ETF | $327,725 | | 0.0% | 2,590 | 0.2% | Finance |
MCD McDonald's | $313,011 | $1,169 ▲ | 0.4% | 1,071 | 0.1% | Retail/Wholesale |
DFGR Dimensional Global Real Estate ETF | $310,142 | $53,501 ▼ | -14.7% | 11,559 | 0.1% | ETF |
AMERICAN HEALTHCARE REIT INC
| $308,490 | $107,288 ▼ | -25.8% | 8,396 | 0.1% | COM SHS |
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