DFAC Dimensional U.S. Core Equity 2 ETF | $121,471,533 | $3,557,478 ▲ | 3.0% | 3,389,273 | 7.7% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $111,392,907 | $729,991 ▼ | -0.7% | 3,792,745 | 7.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $94,613,446 | $1,600,504 ▲ | 1.7% | 1,411,720 | 6.0% | ETF |
IWB iShares Russell 1000 ETF | $70,214,370 | $293,729 ▼ | -0.4% | 206,774 | 4.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $59,021,767 | $853,617 ▲ | 1.5% | 594,977 | 3.8% | Finance |
BRK.B Berkshire Hathaway | $51,096,932 | $336,151 ▼ | -0.7% | 105,188 | 3.3% | Finance |
IVV iShares Core S&P 500 ETF | $48,030,932 | $784,817 ▲ | 1.7% | 77,357 | 3.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $43,112,040 | $194,557 ▼ | -0.4% | 695,131 | 2.7% | ETF |
MUB iShares National Muni Bond ETF | $40,045,331 | $12,163,361 ▼ | -23.3% | 383,282 | 2.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $39,911,721 | $797,423 ▲ | 2.0% | 814,027 | 2.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $38,141,137 | $1,976,412 ▼ | -4.9% | 89,833 | 2.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $34,880,431 | $884,335 ▼ | -2.5% | 1,008,980 | 2.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $33,363,030 | $496,941 ▼ | -1.5% | 305,271 | 2.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $27,704,591 | $1,157,360 ▲ | 4.4% | 485,960 | 1.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $27,060,007 | $677,690 ▲ | 2.6% | 324,150 | 1.7% | ETF |
IVE iShares S&P 500 Value ETF | $25,332,530 | $158,877 ▼ | -0.6% | 129,631 | 1.6% | ETF |
AAPL Apple | $23,640,307 | $1,353,712 ▼ | -5.4% | 115,223 | 1.5% | Computer and Technology |
DFAE Dimensional Emerging Core Equity Market ETF | $19,403,756 | $160,875 ▼ | -0.8% | 670,251 | 1.2% | ETF |
BND Vanguard Total Bond Market ETF | $19,016,340 | $441,338 ▲ | 2.4% | 258,269 | 1.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $17,969,237 | $25,213 ▲ | 0.1% | 299,338 | 1.1% | ETF |
DFAU Dimensional US Core Equity Market ETF | $17,548,290 | $2,962,444 ▲ | 20.3% | 414,266 | 1.1% | ETF |
IVW iShares S&P 500 Growth ETF | $15,915,053 | $775,324 ▼ | -4.6% | 144,551 | 1.0% | ETF |
VTI Vanguard Total Stock Market ETF | $15,301,462 | $36,472 ▼ | -0.2% | 50,345 | 1.0% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $14,811,337 | $54,734 ▲ | 0.4% | 292,252 | 0.9% | ETF |
BRK.A Berkshire Hathaway | $13,847,200 | | 0.0% | 19 | 0.9% | Finance |
SPY SPDR S&P 500 ETF Trust | $13,595,602 | $275,595 ▲ | 2.1% | 22,002 | 0.9% | Finance |
VIG Vanguard Dividend Appreciation ETF | $13,099,444 | $208,149 ▼ | -1.6% | 64,003 | 0.8% | ETF |
MSFT Microsoft | $12,468,804 | $2,026,485 ▲ | 19.4% | 25,067 | 0.8% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $12,373,895 | $465,666 ▲ | 3.9% | 250,180 | 0.8% | ETF |
IWV iShares Russell 3000 ETF | $12,030,528 | $125,658 ▼ | -1.0% | 34,275 | 0.8% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $11,995,216 | $84,617 ▼ | -0.7% | 164,724 | 0.8% | ETF |
TFI SPDR Nuveen ICE Municipal Bond ETF | $11,230,946 | $2,898,640 ▼ | -20.5% | 251,420 | 0.7% | Finance |
IWD iShares Russell 1000 Value ETF | $9,327,811 | $377,774 ▲ | 4.2% | 48,025 | 0.6% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $8,754,962 | $172,183 ▲ | 2.0% | 105,660 | 0.6% | Manufacturing |
IJK iShares S&P Mid-Cap 400 Growth ETF | $8,366,490 | $143,930 ▼ | -1.7% | 91,960 | 0.5% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $8,098,762 | $336,375 ▼ | -4.0% | 81,403 | 0.5% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $8,007,408 | $2,373,511 ▲ | 42.1% | 75,300 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $7,755,316 | $99,583 ▲ | 1.3% | 58,175 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $7,682,477 | $272,051 ▼ | -3.4% | 347,623 | 0.5% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $7,157,540 | $174,681 ▲ | 2.5% | 53,800 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $7,105,424 | $499,811 ▼ | -6.6% | 298,171 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $6,662,168 | $366,965 ▲ | 5.8% | 11,728 | 0.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $6,571,965 | $4,336,810 ▲ | 194.0% | 211,385 | 0.4% | ETF |
FDL First Trust Morningstar Dividend Leaders Index Fund | $6,472,601 | $272,951 ▲ | 4.4% | 154,588 | 0.4% | ETF |
DFUV Dimensional US Marketwide Value ETF | $6,398,575 | $331,771 ▼ | -4.9% | 151,338 | 0.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $6,266,749 | $23,894 ▼ | -0.4% | 214,541 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $5,739,422 | $422,521 ▲ | 7.9% | 26,597 | 0.4% | Finance |
XLRE Real Estate Select Sector SPDR Fund | $5,720,909 | $110,178 ▲ | 2.0% | 138,119 | 0.4% | ETF |
VXF Vanguard Extended Market ETF | $5,503,027 | | 0.0% | 28,556 | 0.4% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $5,311,611 | $110,357 ▲ | 2.1% | 42,981 | 0.3% | ETF |
GOOGL Alphabet | $5,257,984 | $67,672 ▼ | -1.3% | 29,836 | 0.3% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $5,128,565 | $289,689 ▼ | -5.3% | 20,253 | 0.3% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $5,077,437 | $29,320 ▼ | -0.6% | 101,306 | 0.3% | Finance |
SCHE Schwab Emerging Markets Equity ETF | $5,019,887 | $152,448 ▼ | -2.9% | 166,552 | 0.3% | ETF |
QQQ Invesco QQQ | $4,929,502 | $23,721 ▲ | 0.5% | 8,936 | 0.3% | Finance |
AMZN Amazon.com | $4,712,467 | $112,985 ▲ | 2.5% | 21,480 | 0.3% | Retail/Wholesale |
DWM WisdomTree International Equity Fund | $4,712,083 | $79,768 ▼ | -1.7% | 74,136 | 0.3% | Finance |
JNJ Johnson & Johnson | $4,626,311 | $77,138 ▼ | -1.6% | 30,287 | 0.3% | Medical |
PG Procter & Gamble | $4,523,373 | $86,032 ▼ | -1.9% | 28,392 | 0.3% | Consumer Staples |
VXUS Vanguard Total International Stock ETF | $4,496,309 | $632,865 ▲ | 16.4% | 65,079 | 0.3% | ETF |
GOOG Alphabet | $4,487,383 | $29,269 ▼ | -0.6% | 25,297 | 0.3% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $4,336,600 | $9,297 ▲ | 0.2% | 48,513 | 0.3% | Finance |
RWO SPDR Dow Jones Global Real Estate ETF | $4,305,046 | $118,427 ▼ | -2.7% | 97,532 | 0.3% | ETF |
XLF Financial Select Sector SPDR Fund | $3,940,940 | $134,434 ▲ | 3.5% | 75,252 | 0.3% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $3,889,721 | $3,796,345 ▲ | 4,065.6% | 51,154 | 0.2% | ETF |
EPD Enterprise Products Partners | $3,847,039 | $1,551 ▲ | 0.0% | 124,058 | 0.2% | Energy |
IBM International Business Machines | $3,829,811 | $175,101 ▼ | -4.4% | 12,992 | 0.2% | Computer and Technology |
XOM Exxon Mobil | $3,669,591 | $107,368 ▼ | -2.8% | 34,041 | 0.2% | Energy |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $3,579,442 | $1,463,997 ▲ | 69.2% | 120,601 | 0.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $3,553,832 | $173,278 ▲ | 5.1% | 44,362 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,237,557 | | 0.0% | 16,602 | 0.2% | ETF |
VTV Vanguard Value ETF | $3,206,418 | $32,697 ▼ | -1.0% | 18,142 | 0.2% | ETF |
WMT Walmart | $3,101,815 | $41,459 ▼ | -1.3% | 31,722 | 0.2% | Retail/Wholesale |
DVY iShares Select Dividend ETF | $3,101,463 | $50,467 ▲ | 1.7% | 23,353 | 0.2% | ETF |
IYW iShares U.S. Technology ETF | $2,877,273 | $103,614 ▼ | -3.5% | 16,606 | 0.2% | Manufacturing |
NVDA NVIDIA | $2,803,832 | $260,050 ▲ | 10.2% | 17,747 | 0.2% | Computer and Technology |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,664,701 | $61,586 ▼ | -2.3% | 65,811 | 0.2% | ETF |
KLAC KLA | $2,640,642 | $4,479 ▼ | -0.2% | 2,948 | 0.2% | Computer and Technology |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $2,627,841 | $181,296 ▼ | -6.5% | 48,253 | 0.2% | ETF |
IYR iShares U.S. Real Estate ETF | $2,621,807 | $1,232 ▼ | 0.0% | 27,665 | 0.2% | ETF |
COST Costco Wholesale | $2,586,640 | $21,778 ▲ | 0.8% | 2,613 | 0.2% | Retail/Wholesale |
XLV Health Care Select Sector SPDR Fund | $2,553,286 | $135,731 ▼ | -5.0% | 18,943 | 0.2% | ETF |
ACGL Arch Capital Group | $2,547,853 | $546 ▼ | 0.0% | 27,983 | 0.2% | Finance |
VB Vanguard Small-Cap ETF | $2,449,472 | $48,582 ▲ | 2.0% | 10,336 | 0.2% | ETF |
PRF Invesco RAFI US 1000 ETF | $2,440,916 | $1,395 ▲ | 0.1% | 57,746 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $2,439,481 | $536,548 ▲ | 28.2% | 26,525 | 0.2% | ETF |
VONE Vanguard Russell 1000 ETF | $2,413,992 | | 0.0% | 8,595 | 0.2% | ETF |
PRFZ Invesco RAFI US 1500 Small-Mid ETF | $2,329,108 | $96,511 ▼ | -4.0% | 57,268 | 0.1% | Manufacturing |
ACWX iShares MSCI ACWI ex U.S. ETF | $2,314,799 | $30,531 ▼ | -1.3% | 37,985 | 0.1% | Manufacturing |
CAT Caterpillar | $2,312,572 | $48,915 ▲ | 2.2% | 5,957 | 0.1% | Industrials |
CVX Chevron | $2,298,435 | $20,046 ▼ | -0.9% | 16,052 | 0.1% | Energy |
JPM JPMorgan Chase & Co. | $2,289,557 | $10,147 ▲ | 0.4% | 7,897 | 0.1% | Finance |
SCHW Charles Schwab | $2,277,623 | $26,277 ▼ | -1.1% | 24,963 | 0.1% | Finance |
HD Home Depot | $2,250,987 | $14,664 ▲ | 0.7% | 6,140 | 0.1% | Retail/Wholesale |
PEP PepsiCo | $2,239,979 | $87,016 ▼ | -3.7% | 16,964 | 0.1% | Consumer Staples |
HON Honeywell International | $2,166,483 | $78,248 ▼ | -3.5% | 9,303 | 0.1% | Multi-Sector Conglomerates |
BIV Vanguard Intermediate-Term Bond ETF | $2,138,297 | | 0.0% | 27,648 | 0.1% | ETF |
MCD McDonald's | $2,123,241 | $1,461 ▼ | -0.1% | 7,267 | 0.1% | Retail/Wholesale |
REET iShares Global REIT ETF | $2,111,857 | $271,330 ▼ | -11.4% | 85,500 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $2,074,449 | $3,638 ▲ | 0.2% | 7,413 | 0.1% | ETF |
