IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $58,443,353 | $9,180,712 ▲ | 18.6% | 1,102,081 | 20.9% | Manufacturing |
VCSH Vanguard Short-Term Corporate Bond ETF | $22,517,321 | $246,025 ▼ | -1.1% | 281,713 | 8.1% | ETF |
VTI Vanguard Total Stock Market ETF | $18,608,964 | $236,283 ▼ | -1.3% | 56,705 | 6.7% | ETF |
DFAU Dimensional US Core Equity Market ETF | $16,440,312 | $1,961,271 ▲ | 13.5% | 359,273 | 5.9% | ETF |
VTV Vanguard Value ETF | $12,904,406 | $93,432 ▼ | -0.7% | 69,196 | 4.6% | ETF |
AAPL Apple | $12,548,444 | $5,764,579 ▼ | -31.5% | 49,281 | 4.5% | Computer and Technology |
DFIV Dimensional International Value ETF | $10,466,581 | $465,167 ▲ | 4.7% | 226,942 | 3.7% | ETF |
DFLV Dimensional US Large Cap Value ETF | $10,350,564 | $1,666,516 ▲ | 19.2% | 314,607 | 3.7% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $8,287,370 | $832,234 ▲ | 11.2% | 169,684 | 3.0% | Manufacturing |
DFAI Dimensional International Core Equity Market ETF | $7,728,925 | $47,800 ▲ | 0.6% | 212,625 | 2.8% | ETF |
DFNM Dimensional National Municipal Bond ETF | $6,522,738 | $440,169 ▲ | 7.2% | 135,947 | 2.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $5,222,541 | $237,064 ▼ | -4.3% | 76,995 | 1.9% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,414,211 | $709,866 ▲ | 19.2% | 75,833 | 1.6% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $4,225,374 | $188,853 ▲ | 4.7% | 132,498 | 1.5% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $3,917,294 | $426,355 ▲ | 12.2% | 77,371 | 1.4% | Manufacturing |
DFAR Dimensional US Real Estate ETF | $3,740,582 | $253,668 ▲ | 7.3% | 156,838 | 1.3% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $3,498,285 | $138,159 ▲ | 4.1% | 73,278 | 1.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $3,090,722 | $260,698 ▲ | 9.2% | 45,146 | 1.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,064,807 | | 0.0% | 6,543 | 1.1% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $3,004,901 | $17,755 ▲ | 0.6% | 44,510 | 1.1% | Manufacturing |
VBR Vanguard Small-Cap Value ETF | $2,761,860 | $32,350 ▼ | -1.2% | 13,233 | 1.0% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,733,234 | | 0.0% | 37,731 | 1.0% | ETF |
DISV Dimensional International Small Cap Value ETF | $2,701,250 | $63,029 ▲ | 2.4% | 75,686 | 1.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,671,378 | $45,779 ▼ | -1.7% | 44,582 | 1.0% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $2,594,309 | | 0.0% | 53,835 | 0.9% | ETF |
VB Vanguard Small-Cap ETF | $1,914,855 | $12,461 ▼ | -0.6% | 7,530 | 0.7% | ETF |
VNQ Vanguard Real Estate ETF | $1,897,088 | $202,224 ▼ | -9.6% | 20,751 | 0.7% | ETF |
IWD iShares Russell 1000 Value ETF | $1,824,981 | | 0.0% | 8,964 | 0.7% | ETF |
DUHP Dimensional US High Profitability ETF | $1,805,558 | $193,382 ▲ | 12.0% | 47,804 | 0.6% | ETF |
DFIS Dimensional International Small Cap ETF | $1,799,082 | $48,394 ▲ | 2.8% | 56,879 | 0.6% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $1,617,074 | $23,081 ▲ | 1.4% | 24,031 | 0.6% | ETF |
WMT Walmart | $1,481,797 | $11,234 ▼ | -0.8% | 14,378 | 0.5% | Retail/Wholesale |
SUB iShares Short-Term National Muni Bond ETF | $1,448,364 | $7,795 ▼ | -0.5% | 13,564 | 0.5% | ETF |
NVDA NVIDIA | $1,443,570 | $18,285 ▼ | -1.3% | 7,737 | 0.5% | Computer and Technology |
IYW iShares U.S. Technology ETF | $1,308,345 | | 0.0% | 6,680 | 0.5% | Manufacturing |
IUSV iShares Core S&P U.S. Value ETF | $1,304,657 | $15,492 ▼ | -1.2% | 13,053 | 0.5% | Manufacturing |
VYMI Vanguard International High Dividend Yield ETF | $1,254,958 | | 0.0% | 14,820 | 0.4% | ETF |
MSFT Microsoft | $1,139,884 | $475,426 ▲ | 71.6% | 2,201 | 0.4% | Computer and Technology |
BRK.B Berkshire Hathaway | $1,084,913 | | 0.0% | 2,158 | 0.4% | Finance |
AVGO Broadcom | $982,143 | | 0.0% | 2,977 | 0.4% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $897,750 | | 0.0% | 1,466 | 0.3% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $663,061 | | 0.0% | 4,656 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $658,294 | $189,226 ▲ | 40.3% | 988 | 0.2% | Finance |
VIG Vanguard Dividend Appreciation ETF | $647,902 | $1,295 ▲ | 0.2% | 3,002 | 0.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $631,800 | | 0.0% | 1,570 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $629,075 | $142,058 ▼ | -18.4% | 9,543 | 0.2% | ETF |
ADP Automatic Data Processing | $610,480 | | 0.0% | 2,080 | 0.2% | Computer and Technology |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $604,196 | $68,648 ▼ | -10.2% | 24,864 | 0.2% | ETF |
CVX Chevron | $598,799 | | 0.0% | 3,856 | 0.2% | Energy |
DIHP Dimensional International High Profitability ETF | $598,357 | $3,891 ▲ | 0.7% | 19,686 | 0.2% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $570,938 | | 0.0% | 11,250 | 0.2% | ETF |
IFGL iShares International Developed Real Estate ETF | $555,663 | $2,602 ▼ | -0.5% | 24,133 | 0.2% | Manufacturing |
EDIV SPDR S&P Emerging Markets Dividend ETF | $520,202 | $74,981 ▼ | -12.6% | 13,390 | 0.2% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $483,591 | $33,646 ▼ | -6.5% | 3,392 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $432,968 | | 0.0% | 8,108 | 0.2% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $431,707 | $596 ▼ | -0.1% | 7,968 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $419,059 | $149,461 ▲ | 55.4% | 1,329 | 0.1% | Finance |
RWX SPDR Dow Jones International Real Estate ETF | $416,706 | $1,557 ▼ | -0.4% | 14,984 | 0.1% | ETF |
HD Home Depot | $383,715 | | 0.0% | 947 | 0.1% | Retail/Wholesale |
ITW Illinois Tool Works | $375,495 | | 0.0% | 1,440 | 0.1% | Industrials |
DEHP Dimensional Emerging Markets High Profitability ETF | $373,628 | $29,321 ▲ | 8.5% | 12,233 | 0.1% | ETF |
PG Procter & Gamble | $353,395 | $11,831 ▼ | -3.2% | 2,300 | 0.1% | Consumer Staples |
IEFA iShares Core MSCI EAFE ETF | $353,257 | $126,687 ▼ | -26.4% | 4,046 | 0.1% | ETF |
MKC McCormick & Company, Incorporated | $326,722 | | 0.0% | 4,883 | 0.1% | Consumer Staples |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $306,879 | $33,979 ▼ | -10.0% | 12,608 | 0.1% | ETF |
XOM Exxon Mobil | $306,680 | | 0.0% | 2,720 | 0.1% | Energy |
DFUV Dimensional US Marketwide Value ETF | $300,049 | | 0.0% | 6,714 | 0.1% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $294,491 | $11,130 ▼ | -3.6% | 9,340 | 0.1% | ETF |
ACWI iShares MSCI ACWI ETF | $294,452 | | 0.0% | 2,130 | 0.1% | Manufacturing |
MDY SPDR S&P MidCap 400 ETF Trust | $283,711 | | 0.0% | 476 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $283,251 | | 0.0% | 2,028 | 0.1% | ETF |
BLACKROCK INC
| $277,478 | | 0.0% | 238 | 0.1% | COM |
JNJ Johnson & Johnson | $267,932 | | 0.0% | 1,445 | 0.1% | Medical |
IBM International Business Machines | $266,360 | | 0.0% | 944 | 0.1% | Computer and Technology |
JETS U.S. Global Jets ETF | $255,769 | $255,769 ▲ | New Holding | 10,376 | 0.1% | ETF |
SYY Sysco | $246,938 | | 0.0% | 2,999 | 0.1% | Consumer Staples |
NSC Norfolk Southern | $237,024 | | 0.0% | 789 | 0.1% | Transportation |
MRK Merck & Co., Inc. | $236,683 | | 0.0% | 2,820 | 0.1% | Medical |
IJR iShares Core S&P Small-Cap ETF | $235,284 | | 0.0% | 1,980 | 0.1% | ETF |
ABBV AbbVie | $222,510 | | 0.0% | 961 | 0.1% | Medical |
VUG Vanguard Growth ETF | $201,916 | | 0.0% | 421 | 0.1% | ETF |
AMGN Amgen | $196,412 | $10,159 ▼ | -4.9% | 696 | 0.1% | Medical |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $178,947 | | 0.0% | 3,472 | 0.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $175,819 | | 0.0% | 1,848 | 0.1% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $173,211 | | 0.0% | 5,401 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $172,728 | $9,091 ▼ | -5.0% | 6,327 | 0.1% | ETF |
GE GE Aerospace | $172,070 | $602 ▼ | -0.3% | 572 | 0.1% | Aerospace |
VGT Vanguard Information Technology ETF | $169,486 | | 0.0% | 227 | 0.1% | ETF |
META Meta Platforms | $163,033 | | 0.0% | 222 | 0.1% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $162,838 | | 0.0% | 1,744 | 0.1% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $158,364 | | 0.0% | 1,772 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $151,305 | $17,638 ▼ | -10.4% | 1,098 | 0.1% | ETF |
IYJ iShares U.S. Industrials ETF | $145,875 | | 0.0% | 1,000 | 0.1% | ETF |
MCD McDonald's | $145,564 | | 0.0% | 479 | 0.1% | Retail/Wholesale |
DIS Walt Disney | $139,232 | | 0.0% | 1,216 | 0.0% | Consumer Discretionary |
CSCO Cisco Systems | $139,167 | | 0.0% | 2,034 | 0.0% | Computer and Technology |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $133,306 | $17,633 ▼ | -11.7% | 5,292 | 0.0% | ETF |
GWW W.W. Grainger | $132,462 | | 0.0% | 139 | 0.0% | Industrials |
DFIC Dimensional International Core Equity 2 ETF | $124,832 | $33 ▼ | 0.0% | 3,807 | 0.0% | ETF |
TXN Texas Instruments | $114,832 | | 0.0% | 625 | 0.0% | Computer and Technology |
