VOO Vanguard S&P 500 ETF | $150,605,249 | $895,731 ▼ | -0.6% | 252,037 | 10.1% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $137,753,969 | $2,646,416 ▲ | 2.0% | 2,434,676 | 9.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $107,944,964 | $1,355,732 ▲ | 1.3% | 1,598,474 | 7.3% | ETF |
BND Vanguard Total Bond Market ETF | $105,389,155 | $5,021,954 ▲ | 5.0% | 1,431,140 | 7.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $78,310,522 | $4,134,286 ▲ | 5.6% | 1,569,663 | 5.3% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $68,618,893 | $1,909,148 ▲ | 2.9% | 805,859 | 4.6% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $68,286,777 | $3,323,000 ▲ | 5.1% | 861,445 | 4.6% | ETF |
SCHP Schwab U.S. TIPS ETF | $62,318,101 | $3,596,874 ▲ | 6.1% | 2,341,905 | 4.2% | ETF |
MBB iShares MBS ETF | $59,994,222 | $3,253,845 ▲ | 5.7% | 631,850 | 4.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $43,053,700 | $435,076 ▼ | -1.0% | 66,202 | 2.9% | Finance |
MUB iShares National Muni Bond ETF | $37,488,312 | $197,970 ▲ | 0.5% | 353,163 | 2.5% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $35,736,071 | $880,762 ▲ | 2.5% | 919,611 | 2.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $28,090,996 | $23,485 ▼ | -0.1% | 790,627 | 1.9% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $24,974,918 | $608,961 ▼ | -2.4% | 475,169 | 1.7% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $23,848,761 | $101,437 ▲ | 0.4% | 191,849 | 1.6% | ETF |
SCHX Schwab US Large-Cap ETF | $22,840,115 | $4,165,578 ▲ | 22.3% | 890,800 | 1.5% | ETF |
IVE iShares S&P 500 Value ETF | $22,272,238 | $314,401 ▼ | -1.4% | 105,481 | 1.5% | ETF |
DUHP Dimensional US High Profitability ETF | $21,253,211 | $580,294 ▲ | 2.8% | 578,161 | 1.4% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $21,002,299 | $249,569 ▲ | 1.2% | 678,368 | 1.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $20,762,114 | $1,066,562 ▼ | -4.9% | 209,147 | 1.4% | Finance |
BSV Vanguard Short-Term Bond ETF | $20,700,757 | $314,972 ▼ | -1.5% | 264,007 | 1.4% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $16,987,360 | $115,231 ▲ | 0.7% | 238,821 | 1.1% | ETF |
VTV Vanguard Value ETF | $16,642,045 | $594,688 ▲ | 3.7% | 84,821 | 1.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $16,532,045 | $46,070 ▲ | 0.3% | 89,711 | 1.1% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $15,745,014 | $162,445 ▼ | -1.0% | 118,830 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $15,529,416 | $125,416 ▼ | -0.8% | 23,774 | 1.0% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $15,518,650 | $691,478 ▲ | 4.7% | 80,906 | 1.0% | ETF |
VOOV Vanguard S&P 500 Value ETF | $14,732,903 | $375,175 ▼ | -2.5% | 72,295 | 1.0% | ETF |
TIP iShares TIPS Bond ETF | $14,405,601 | $294,332 ▼ | -2.0% | 130,532 | 1.0% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $13,094,628 | $471,104 ▼ | -3.5% | 138,450 | 0.9% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $13,084,709 | $427,301 ▲ | 3.4% | 118,445 | 0.9% | ETF |
AVDE Avantis International Equity ETF | $12,529,595 | $563,083 ▼ | -4.3% | 147,685 | 0.8% | ETF |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | $11,706,464 | $168,625 ▼ | -1.4% | 114,826 | 0.8% | ETF |
SCHA Schwab US Small-Cap ETF | $11,523,828 | $351,432 ▼ | -3.0% | 396,280 | 0.8% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $11,408,152 | $79,039 ▼ | -0.7% | 111,571 | 0.8% | Manufacturing |
MDY SPDR S&P MidCap 400 ETF Trust | $11,219,086 | $236,224 ▼ | -2.1% | 18,190 | 0.8% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $9,337,150 | $173,611 ▼ | -1.8% | 149,514 | 0.6% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $9,246,849 | $622,545 ▲ | 7.2% | 89,402 | 0.6% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $8,488,131 | $190,060 ▲ | 2.3% | 245,676 | 0.6% | ETF |
DFUV Dimensional US Marketwide Value ETF | $7,296,018 | $70,606 ▼ | -1.0% | 150,558 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $6,203,523 | $32,434 ▼ | -0.5% | 88,939 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $6,106,817 | $46,647 ▼ | -0.8% | 57,341 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,221,124 | $102,976 ▼ | -1.9% | 24,033 | 0.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $5,014,106 | $62,423 ▼ | -1.2% | 42,331 | 0.3% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $4,599,111 | $40,367 ▲ | 0.9% | 94,905 | 0.3% | Manufacturing |
IWV iShares Russell 3000 ETF | $4,394,041 | $118,988 ▼ | -2.6% | 11,854 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,206,725 | $69,454 ▼ | -1.6% | 77,830 | 0.3% | ETF |
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund | $4,143,700 | $123,579 ▼ | -2.9% | 76,584 | 0.3% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $3,777,221 | $495,005 ▼ | -11.6% | 75,620 | 0.3% | Manufacturing |
IWB iShares Russell 1000 ETF | $2,551,543 | $52,771 ▼ | -2.0% | 7,156 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,962,156 | $11,406 ▼ | -0.6% | 30,620 | 0.1% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,958,751 | $34,274 ▼ | -1.7% | 41,719 | 0.1% | ETF |
NVDA NVIDIA | $1,793,704 | $5,406 ▲ | 0.3% | 10,285 | 0.1% | Computer and Technology |
FNDF Schwab Fundamental International Equity ETF | $1,550,810 | $80,002 ▼ | -4.9% | 31,694 | 0.1% | ETF |
AAPL Apple | $1,535,937 | $2,030 ▲ | 0.1% | 6,052 | 0.1% | Computer and Technology |
DFIV Dimensional International Value ETF | $1,534,163 | $29,346 ▼ | -1.9% | 29,067 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $1,443,089 | $48,254 ▼ | -3.2% | 16,269 | 0.1% | ETF |
MSFT Microsoft | $1,147,527 | $30,724 ▲ | 2.8% | 3,100 | 0.1% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $1,122,314 | $4,595 ▼ | -0.4% | 3,908 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,107,901 | $19,251 ▼ | -1.7% | 3,453 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,097,928 | | 0.0% | 3,674 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $1,041,636 | | 0.0% | 4,200 | 0.1% | Finance |
DFSD Dimensional Short-Duration Fixed Income ETF | $947,449 | $82,880 ▼ | -8.0% | 19,788 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $871,215 | $62,583 ▲ | 7.7% | 4,051 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $856,817 | $34,401 ▼ | -3.9% | 4,010 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $787,635 | $1,748 ▼ | -0.2% | 8,109 | 0.1% | Finance |
AMZN Amazon.com | $719,156 | $55,400 ▼ | -7.2% | 3,453 | 0.0% | Retail/Wholesale |
BRK.A Berkshire Hathaway | $718,140 | | 0.0% | 1 | 0.0% | Finance |
DLN WisdomTree U.S. LargeCap Dividend Fund | $666,048 | | 0.0% | 7,456 | 0.0% | Finance |
VB Vanguard Small-Cap ETF | $665,601 | | 0.0% | 2,541 | 0.0% | ETF |
BRK.B Berkshire Hathaway | $646,920 | $1,583,756 ▼ | -71.0% | 1,350 | 0.0% | Finance |
GOOGL Alphabet | $617,679 | $10,065 ▼ | -1.6% | 2,148 | 0.0% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $563,208 | | 0.0% | 19,334 | 0.0% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $548,614 | | 0.0% | 9,264 | 0.0% | ETF |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $517,169 | | 0.0% | 10,469 | 0.0% | ETF |
AVDV Avantis International Small Cap Value ETF | $511,283 | | 0.0% | 5,120 | 0.0% | ETF |
GOOG Alphabet | $504,587 | $20,654 ▼ | -3.9% | 1,759 | 0.0% | Computer and Technology |
DFCF Dimensional Core Fixed Income ETF | $470,880 | $464 ▼ | -0.1% | 11,153 | 0.0% | ETF |
AVUS Avantis U.S. Equity ETF | $470,736 | $21,124 ▲ | 4.7% | 4,234 | 0.0% | ETF |
IWN iShares Russell 2000 Value ETF | $460,893 | $1,706 ▼ | -0.4% | 2,431 | 0.0% | ETF |
META Meta Platforms | $452,555 | $26,890 ▼ | -5.6% | 791 | 0.0% | Computer and Technology |
VT Vanguard Total World Stock ETF | $440,242 | $26,971 ▲ | 6.5% | 3,183 | 0.0% | ETF |
DFSV Dimensional US Small Cap Value ETF | $431,483 | $7,183 ▲ | 1.7% | 12,314 | 0.0% | ETF |
AVGO Broadcom | $424,648 | $28,784 ▼ | -6.3% | 1,372 | 0.0% | Computer and Technology |
JPM JPMorgan Chase & Co. | $416,825 | $12,649 ▲ | 3.1% | 1,417 | 0.0% | Finance |
IWR iShares Russell Mid-Cap ETF | $395,278 | | 0.0% | 4,065 | 0.0% | ETF |
SCHF Schwab International Equity ETF | $369,716 | | 0.0% | 14,938 | 0.0% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $364,599 | | 0.0% | 4,523 | 0.0% | ETF |
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF | $347,790 | | 0.0% | 5,015 | 0.0% | ETF |
LLY Eli Lilly and Company | $314,561 | $15,636 ▲ | 5.2% | 342 | 0.0% | Medical |
QQQ Invesco QQQ | $311,100 | $6,926 ▼ | -2.2% | 539 | 0.0% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $298,459 | $745 ▼ | -0.2% | 3,607 | 0.0% | ETF |
ILCB iShares Morningstar U.S. Equity ETF | $297,091 | | 0.0% | 3,306 | 0.0% | ETF |
WALMART INC
| $277,144 | $3,231 ▲ | 1.2% | 2,230 | 0.0% | COM |
ONEY SPDR Russell 1000 Yield Focus ETF | $275,514 | | 0.0% | 2,295 | 0.0% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $252,380 | | 0.0% | 8,275 | 0.0% | ETF |
VUG Vanguard Growth ETF | $245,283 | $48,446 ▲ | 24.6% | 562 | 0.0% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $226,481 | | 0.0% | 4,828 | 0.0% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $222,882 | | 0.0% | 2,766 | 0.0% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $213,277 | | 0.0% | 4,007 | 0.0% | Manufacturing |
