VOO Vanguard S&P 500 ETF | $176,029,355 | $2,927,195 â–² | 1.7% | 256,299 | 10.7% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $151,782,689 | $3,778,707 â–² | 2.6% | 2,496,836 | 9.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $124,562,876 | $1,304,471 â–² | 1.1% | 1,615,391 | 7.6% | ETF |
BND Vanguard Total Bond Market ETF | $108,533,940 | $3,473,909 â–² | 3.3% | 1,478,462 | 6.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $84,160,890 | $4,767,318 â–² | 6.0% | 1,663,916 | 5.1% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $78,686,283 | $2,250,507 â–² | 2.9% | 829,586 | 4.8% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $71,271,138 | $3,191,076 â–² | 4.7% | 901,823 | 4.3% | ETF |
SCHP Schwab U.S. TIPS ETF | $64,792,874 | $2,732,389 â–² | 4.4% | 2,445,014 | 3.9% | ETF |
MBB iShares MBS ETF | $62,197,395 | $2,474,913 â–² | 4.1% | 658,034 | 3.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $49,187,746 | $250,169 â–¼ | -0.5% | 65,867 | 3.0% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $41,180,355 | $386,420 â–² | 0.9% | 928,322 | 2.5% | ETF |
MUB iShares National Muni Bond ETF | $38,459,262 | $451,790 â–² | 1.2% | 357,361 | 2.3% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $31,048,552 | $1,589,773 â–² | 5.4% | 833,294 | 1.9% | ETF |
IJR iShares Core S&P Small-Cap ETF | $28,892,088 | $438,851 â–² | 1.5% | 194,808 | 1.8% | ETF |
SCHX Schwab US Large-Cap ETF | $26,550,397 | $334,148 â–² | 1.3% | 902,154 | 1.6% | ETF |
DUHP Dimensional US High Profitability ETF | $25,416,704 | $1,290,041 â–² | 5.3% | 609,075 | 1.5% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $25,084,228 | $180,605 â–² | 0.7% | 478,615 | 1.5% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $24,790,056 | $221,367 â–¼ | -0.9% | 672,364 | 1.5% | ETF |
IVE iShares S&P 500 Value ETF | $23,685,037 | $265,433 â–¼ | -1.1% | 104,312 | 1.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $21,419,873 | $851,014 â–² | 4.1% | 274,930 | 1.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $20,682,708 | $18,707 â–¼ | -0.1% | 208,958 | 1.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $19,623,747 | $40,758 â–¼ | -0.2% | 238,326 | 1.2% | ETF |
VTV Vanguard Value ETF | $18,490,466 | $5,230 â–² | 0.0% | 84,845 | 1.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $17,695,937 | $57,271 â–¼ | -0.3% | 80,645 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $17,599,682 | $204,447 â–¼ | -1.1% | 23,501 | 1.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $17,566,015 | $161,046 â–¼ | -0.9% | 88,896 | 1.1% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $17,482,116 | $72,683 â–¼ | -0.4% | 118,338 | 1.1% | ETF |
VOOV Vanguard S&P 500 Value ETF | $15,724,708 | $122,976 â–¼ | -0.8% | 71,734 | 1.0% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $15,340,730 | $563,420 â–² | 3.8% | 122,961 | 0.9% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $14,868,574 | $237,751 â–¼ | -1.6% | 136,271 | 0.9% | ETF |
TIP iShares TIPS Bond ETF | $14,178,305 | $105,819 â–¼ | -0.7% | 129,565 | 0.9% | ETF |
SCHA Schwab US Small-Cap ETF | $14,107,797 | $209,807 â–¼ | -1.5% | 390,473 | 0.9% | ETF |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | $13,007,905 | $90,344 â–¼ | -0.7% | 114,034 | 0.8% | ETF |
AVDE Avantis International Equity ETF | $12,921,639 | $251,902 â–¼ | -1.9% | 144,861 | 0.8% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $12,784,160 | $9,847 â–¼ | -0.1% | 18,176 | 0.8% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $12,143,506 | $146,059 â–¼ | -1.2% | 110,245 | 0.7% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $10,376,777 | $74,234 â–¼ | -0.7% | 148,452 | 0.6% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $10,337,462 | $353,163 â–² | 3.5% | 254,366 | 0.6% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $9,349,785 | $216,477 â–² | 2.4% | 91,521 | 0.6% | ETF |
DFUV Dimensional US Marketwide Value ETF | $8,156,799 | $125,423 â–¼ | -1.5% | 148,278 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $7,315,551 | $52,189 â–¼ | -0.7% | 88,309 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $5,880,445 | $224,652 â–¼ | -3.7% | 55,231 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,827,822 | $11,906 â–¼ | -0.2% | 23,984 | 0.4% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $5,827,602 | $41,824 â–² | 0.7% | 42,637 | 0.4% | ETF |
IWV iShares Russell 3000 ETF | $5,054,546 | | 0.0% | 11,854 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $4,649,510 | $3,820 â–² | 0.1% | 77,894 | 0.3% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $4,643,064 | $63,883 â–² | 1.4% | 96,229 | 0.3% | ETF |
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund | $4,084,983 | | 0.0% | 76,584 | 0.2% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $3,646,727 | $151,643 â–¼ | -4.0% | 72,601 | 0.2% | ETF |
IWB iShares Russell 1000 ETF | $2,817,360 | $113,022 â–¼ | -3.9% | 6,880 | 0.2% | ETF |
NVDA NVIDIA | $2,225,201 | $167,275 â–² | 8.1% | 11,121 | 0.1% | Technology |
VEA Vanguard FTSE Developed Markets ETF | $2,181,704 | | 0.0% | 30,620 | 0.1% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,861,038 | $91,842 â–¼ | -4.7% | 39,757 | 0.1% | ETF |
AAPL Apple | $1,794,032 | $42,825 â–² | 2.4% | 6,200 | 0.1% | Technology |
FNDF Schwab Fundamental International Equity ETF | $1,661,226 | $10,974 â–¼ | -0.7% | 31,486 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $1,568,947 | $96 â–² | 0.0% | 16,270 | 0.1% | ETF |
DFIV Dimensional International Value ETF | $1,567,397 | $2,809 â–¼ | -0.2% | 29,015 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,308,658 | $31,079 â–² | 2.4% | 3,537 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $1,261,934 | | 0.0% | 4,200 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,247,651 | $15,819 â–¼ | -1.3% | 3,628 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $1,221,365 | $906,496 â–² | 287.9% | 15,159 | 0.1% | ETF |
MSFT Microsoft | $1,150,394 | $5,968 â–¼ | -0.5% | 3,084 | 0.1% | Technology |
IWD iShares Russell 1000 Value ETF | $972,144 | | 0.0% | 4,010 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $958,555 | | 0.0% | 4,051 | 0.1% | ETF |
AMZN Amazon.com | $873,278 | $50,290 â–² | 6.1% | 3,664 | 0.1% | Consumer Discretionary |
DFSD Dimensional Short-Duration Fixed Income ETF | $871,581 | $73,296 â–¼ | -7.8% | 18,253 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $828,867 | $13,505 â–¼ | -1.6% | 7,979 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $770,300 | | 0.0% | 2,541 | 0.0% | ETF |
BRK.A Berkshire Hathaway | $748,850 | | 0.0% | 1 | 0.0% | Finance |
DLN WisdomTree U.S. LargeCap Dividend Fund | $718,165 | | 0.0% | 7,456 | 0.0% | ETF |
BRK.B Berkshire Hathaway | $718,059 | $42,533 â–² | 6.3% | 1,435 | 0.0% | Finance |
GOOGL Alphabet | $714,025 | $53,605 â–¼ | -7.0% | 1,998 | 0.0% | Communication Services |
SCHG Schwab U.S. Large-Cap Growth ETF | $654,780 | $508 â–² | 0.1% | 19,349 | 0.0% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $625,876 | | 0.0% | 9,264 | 0.0% | ETF |
GOOG Alphabet | $598,541 | $22,966 â–¼ | -3.7% | 1,694 | 0.0% | Communication Services |
MU Micron Technology | $588,688 | $588,688 â–² | New Holding | 510 | 0.0% | Technology |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $571,921 | | 0.0% | 10,469 | 0.0% | ETF |
AVUS Avantis U.S. Equity ETF | $538,448 | $3,842 â–¼ | -0.7% | 4,204 | 0.0% | ETF |
AVDV Avantis International Small Cap Value ETF | $532,769 | $5,153 â–² | 1.0% | 5,170 | 0.0% | ETF |
AVGO Broadcom | $531,494 | $13,221 â–² | 2.6% | 1,407 | 0.0% | Technology |
META Meta Platforms | $517,100 | $71,538 â–² | 16.1% | 918 | 0.0% | Communication Services |
VT Vanguard Total World Stock ETF | $486,196 | $13,340 â–¼ | -2.7% | 3,098 | 0.0% | ETF |
DFSV Dimensional US Small Cap Value ETF | $479,097 | $1,435 â–² | 0.3% | 12,351 | 0.0% | ETF |
JPM JPMorgan Chase & Co. | $461,863 | $1,964 â–¼ | -0.4% | 1,411 | 0.0% | Finance |
IWN iShares Russell 2000 Value ETF | $449,257 | $88,480 â–¼ | -16.5% | 2,031 | 0.0% | ETF |
DFCF Dimensional Core Fixed Income ETF | $446,329 | $24,440 â–¼ | -5.2% | 10,574 | 0.0% | ETF |
IWR iShares Russell Mid-Cap ETF | $435,697 | $12,798 â–¼ | -2.9% | 3,949 | 0.0% | ETF |
SCHF Schwab International Equity ETF | $413,783 | | 0.0% | 14,938 | 0.0% | ETF |
LLY Eli Lilly and Company | $407,806 | $2,399 â–¼ | -0.6% | 340 | 0.0% | Healthcare |
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF | $400,795 | | 0.0% | 5,015 | 0.0% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $399,135 | $13,408 â–¼ | -3.3% | 4,376 | 0.0% | ETF |
QQQ Invesco QQQ | $396,920 | | 0.0% | 539 | 0.0% | ETF |
ILCB iShares Morningstar U.S. Equity ETF | $342,683 | | 0.0% | 3,306 | 0.0% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $304,627 | $6,529 â–² | 2.2% | 3,686 | 0.0% | ETF |
ONEY SPDR Russell 1000 Yield Focus ETF | $293,990 | | 0.0% | 2,295 | 0.0% | ETF |
VUG Vanguard Growth ETF | $290,184 | $241,777 â–² | 499.5% | 3,369 | 0.0% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $288,045 | | 0.0% | 8,275 | 0.0% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $278,110 | $28,117 â–² | 11.2% | 5,371 | 0.0% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $267,032 | $97 â–² | 0.0% | 2,767 | 0.0% | ETF |
AMD Advanced Micro Devices | $257,343 | $257,343 â–² | New Holding | 443 | 0.0% | Technology |
