VCSH Vanguard Short-Term Corporate Bond ETF | $25,438,887 | $2,690,360 ▼ | -9.6% | 319,986 | 15.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $25,125,883 | $872,955 ▲ | 3.6% | 701,057 | 15.7% | ETF |
JPIE JPMorgan Income ETF | $21,073,146 | $196,350 ▲ | 0.9% | 454,947 | 13.2% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $14,600,937 | $70,935 ▼ | -0.5% | 244,122 | 9.1% | ETF |
J P MORGAN EXCHANGE TRADED F
| $13,118,959 | $998,652 ▲ | 8.2% | 209,635 | 8.2% | HEDGED EQUITY LA |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $9,872,622 | $3,392,092 ▲ | 52.3% | 119,062 | 6.2% | ETF |
DFLV Dimensional US Large Cap Value ETF | $5,929,815 | $230,510 ▲ | 4.0% | 191,161 | 3.7% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $5,326,403 | $63,901 ▼ | -1.2% | 179,461 | 3.3% | ETF |
DISV Dimensional International Small Cap Value ETF | $4,762,308 | $60,028 ▼ | -1.2% | 144,707 | 3.0% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $4,679,232 | $305,739 ▼ | -6.1% | 150,506 | 2.9% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $3,802,187 | $16,792 ▼ | -0.4% | 31,927 | 2.4% | ETF |
DFGR Dimensional Global Real Estate ETF | $2,406,169 | $41,479 ▲ | 1.8% | 89,682 | 1.5% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $1,874,580 | $352,975 ▼ | -15.8% | 47,760 | 1.2% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,808,244 | $643,408 ▼ | -26.2% | 34,273 | 1.1% | Manufacturing |
DFAI Dimensional International Core Equity Market ETF | $1,234,875 | $16,248 ▼ | -1.3% | 35,721 | 0.8% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $1,215,332 | $68,660 ▲ | 6.0% | 31,932 | 0.8% | ETF |
AAPL Apple | $1,211,940 | $56,011 ▼ | -4.4% | 5,907 | 0.8% | Computer and Technology |
META Meta Platforms | $1,175,778 | | 0.0% | 1,593 | 0.7% | Computer and Technology |
DFIV Dimensional International Value ETF | $989,588 | | 0.0% | 23,105 | 0.6% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $974,058 | $160,951 ▲ | 19.8% | 24,716 | 0.6% | ETF |
ACWI iShares MSCI ACWI ETF | $936,927 | $11,059 ▼ | -1.2% | 7,286 | 0.6% | Manufacturing |
DFAU Dimensional US Core Equity Market ETF | $804,247 | $8,726 ▼ | -1.1% | 18,986 | 0.5% | ETF |
DLS WisdomTree International SmallCap Dividend Fund | $750,500 | $2,779 ▼ | -0.4% | 9,992 | 0.5% | Finance |
DFUV Dimensional US Marketwide Value ETF | $697,071 | $254 ▲ | 0.0% | 16,487 | 0.4% | ETF |
REET iShares Global REIT ETF | $630,023 | $17,438 ▼ | -2.7% | 25,507 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $551,905 | $51,681 ▼ | -8.6% | 5,190 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $520,641 | $760 ▼ | -0.1% | 2,056 | 0.3% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $476,489 | $89,543 ▼ | -15.8% | 16,459 | 0.3% | ETF |
CAT Caterpillar | $461,970 | | 0.0% | 1,190 | 0.3% | Industrials |
VTI Vanguard Total Stock Market ETF | $428,542 | | 0.0% | 1,410 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $325,607 | | 0.0% | 527 | 0.2% | Finance |
MSFT Microsoft | $322,820 | $24,871 ▼ | -7.2% | 649 | 0.2% | Computer and Technology |
NVDA NVIDIA | $306,501 | | 0.0% | 1,940 | 0.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $301,507 | | 0.0% | 1,040 | 0.2% | Finance |
AMZN Amazon.com | $268,095 | $1,316 ▼ | -0.5% | 1,222 | 0.2% | Retail/Wholesale |
SCHW Charles Schwab | $257,460 | $547 ▲ | 0.2% | 2,822 | 0.2% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $216,932 | $643 ▼ | -0.3% | 4,386 | 0.1% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $197,992 | $500 ▲ | 0.3% | 2,374 | 0.1% | ETF |
MS Morgan Stanley | $194,810 | | 0.0% | 1,383 | 0.1% | Finance |
COST Costco Wholesale | $181,160 | $990 ▼ | -0.5% | 183 | 0.1% | Retail/Wholesale |
SUSA iShares MSCI USA ESG Select ETF | $175,422 | | 0.0% | 1,384 | 0.1% | ETF |
GOOGL Alphabet | $169,534 | $10,045 ▼ | -5.6% | 962 | 0.1% | Computer and Technology |
SCZ iShares MSCI EAFE Small-Cap ETF | $147,977 | | 0.0% | 2,036 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $138,222 | | 0.0% | 244 | 0.1% | ETF |
WFC Wells Fargo & Company | $132,439 | | 0.0% | 1,653 | 0.1% | Finance |
IJS iShares S&P Small-Cap 600 Value ETF | $116,702 | | 0.0% | 1,173 | 0.1% | ETF |
HMOP Hartford Municipal Opportunities ETF | $115,989 | | 0.0% | 3,030 | 0.1% | ETF |
JMUB JPMorgan Municipal ETF | $114,172 | | 0.0% | 2,300 | 0.1% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $100,567 | $100,567 ▲ | New Holding | 1,975 | 0.1% | ETF |
VSGX Vanguard ESG International Stock ETF | $92,945 | $459 ▼ | -0.5% | 1,419 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $92,300 | | 0.0% | 1,619 | 0.1% | ETF |
EMXF iShares ESG Advanced MSCI EM ETF | $87,637 | | 0.0% | 2,044 | 0.1% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $83,977 | $1,014 ▲ | 1.2% | 1,657 | 0.1% | ETF |
HEQT Simplify Hedged Equity ETF | $78,311 | $6,761 ▼ | -7.9% | 2,606 | 0.0% | ETF |
AVGO Broadcom | $68,913 | | 0.0% | 250 | 0.0% | Computer and Technology |
PALANTIR TECHNOLOGIES INC
| $68,160 | | 0.0% | 500 | 0.0% | CL A |
LAM RESEARCH CORP
| $68,138 | | 0.0% | 700 | 0.0% | COM NEW |
CGW Invesco S&P Global Water Index ETF | $66,875 | | 0.0% | 1,070 | 0.0% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $66,520 | | 0.0% | 500 | 0.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $66,367 | | 0.0% | 795 | 0.0% | ETF |
PH Parker-Hannifin | $66,355 | | 0.0% | 95 | 0.0% | Industrials |
VTR Ventas | $64,792 | | 0.0% | 1,026 | 0.0% | Finance |
EFA iShares MSCI EAFE ETF | $64,302 | | 0.0% | 719 | 0.0% | Finance |
GS The Goldman Sachs Group | $62,282 | | 0.0% | 88 | 0.0% | Finance |
AMD Advanced Micro Devices | $58,889 | | 0.0% | 415 | 0.0% | Computer and Technology |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $57,447 | | 0.0% | 1,056 | 0.0% | ETF |
YORW York Water | $56,628 | | 0.0% | 1,792 | 0.0% | Utilities |
IWD iShares Russell 1000 Value ETF | $55,550 | $55,550 ▲ | New Holding | 286 | 0.0% | ETF |
CRWD CrowdStrike | $53,478 | | 0.0% | 105 | 0.0% | Computer and Technology |
RBA RB Global | $52,777 | | 0.0% | 497 | 0.0% | Business Services |
JOBY Joby Aviation | $52,750 | | 0.0% | 5,000 | 0.0% | Transportation |
WMT Walmart | $50,748 | | 0.0% | 519 | 0.0% | Retail/Wholesale |
VTEB Vanguard Tax-Exempt Bond ETF | $50,747 | $50,747 ▲ | New Holding | 1,035 | 0.0% | ETF |
CRBN iShares MSCI ACWI Low Carbon Target ETF | $50,414 | | 0.0% | 238 | 0.0% | ETF |
NOW ServiceNow | $50,376 | | 0.0% | 49 | 0.0% | Computer and Technology |
DEM WisdomTree Emerging Markets High Dividend Fund | $49,955 | | 0.0% | 1,103 | 0.0% | Finance |
MORN Morningstar | $48,660 | | 0.0% | 155 | 0.0% | Business Services |
V Visa | $48,287 | | 0.0% | 136 | 0.0% | Business Services |
TM Toyota Motor | $48,233 | | 0.0% | 280 | 0.0% | Auto/Tires/Trucks |
TSM Taiwan Semiconductor Manufacturing | $47,563 | | 0.0% | 210 | 0.0% | Computer and Technology |
TDG Transdigm Group | $47,140 | $15,206 ▼ | -24.4% | 31 | 0.0% | Aerospace |
PHM PulteGroup | $44,926 | | 0.0% | 426 | 0.0% | Construction |
WM Waste Management | $44,163 | | 0.0% | 193 | 0.0% | Business Services |
TJX TJX Companies | $43,469 | | 0.0% | 352 | 0.0% | Retail/Wholesale |
BLACKROCK INC
| $43,020 | | 0.0% | 41 | 0.0% | COM |
KRE SPDR S&P Regional Banking ETF | $41,573 | | 0.0% | 700 | 0.0% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $39,410 | $402 ▲ | 1.0% | 392 | 0.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $35,818 | | 0.0% | 175 | 0.0% | ETF |
RWT Redwood Trust | $35,460 | | 0.0% | 6,000 | 0.0% | Finance |
PSX Phillips 66 | $34,120 | | 0.0% | 286 | 0.0% | Energy |
SHW Sherwin-Williams | $33,650 | | 0.0% | 98 | 0.0% | Basic Materials |
DLN WisdomTree U.S. LargeCap Dividend Fund | $32,856 | | 0.0% | 400 | 0.0% | Finance |
SYK Stryker | $32,047 | | 0.0% | 81 | 0.0% | Medical |
ISTB iShares Core 1-5 Year USD Bond ETF | $30,115 | $201,318 ▼ | -87.0% | 619 | 0.0% | Manufacturing |
ELV Elevance Health | $25,672 | | 0.0% | 66 | 0.0% | Medical |
HD Home Depot | $24,932 | | 0.0% | 68 | 0.0% | Retail/Wholesale |
SDY SPDR S&P Dividend ETF | $24,703 | | 0.0% | 182 | 0.0% | ETF |
J Jacobs Solutions | $24,582 | | 0.0% | 187 | 0.0% | Business Services |
UNP Union Pacific | $23,008 | | 0.0% | 100 | 0.0% | Transportation |
HON Honeywell International | $22,823 | | 0.0% | 98 | 0.0% | Multi-Sector Conglomerates |
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