IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $49,011,837 | $2,403,746 ▲ | 5.2% | 928,958 | 19.2% | Manufacturing |
VCSH Vanguard Short-Term Corporate Bond ETF | $22,640,885 | $632,105 ▼ | -2.7% | 284,791 | 8.9% | ETF |
VTI Vanguard Total Stock Market ETF | $17,453,191 | $195,427 ▼ | -1.1% | 57,425 | 6.8% | ETF |
AAPL Apple | $14,755,832 | $12,926 ▲ | 0.1% | 71,920 | 5.8% | Computer and Technology |
DFAU Dimensional US Core Equity Market ETF | $13,403,273 | $2,486,662 ▲ | 22.8% | 316,413 | 5.3% | ETF |
VTV Vanguard Value ETF | $12,318,284 | $1,204,663 ▲ | 10.8% | 69,697 | 4.8% | ETF |
DFIV Dimensional International Value ETF | $9,287,932 | $708,707 ▲ | 8.3% | 216,856 | 3.6% | ETF |
DFLV Dimensional US Large Cap Value ETF | $8,187,834 | $1,675,362 ▲ | 25.7% | 263,953 | 3.2% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $7,426,131 | $7,045,493 ▲ | 1,851.0% | 152,644 | 2.9% | Manufacturing |
DFAI Dimensional International Core Equity Market ETF | $7,304,983 | $792,344 ▲ | 12.2% | 211,310 | 2.9% | ETF |
DFNM Dimensional National Municipal Bond ETF | $6,012,844 | $2,665,424 ▼ | -30.7% | 126,773 | 2.4% | ETF |
EFV iShares MSCI EAFE Value ETF | $5,109,477 | $70,843 ▼ | -1.4% | 80,490 | 2.0% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $3,796,006 | $129,437 ▲ | 3.5% | 126,576 | 1.5% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $3,466,117 | $220,384 ▲ | 6.8% | 68,950 | 1.4% | Manufacturing |
DFAT Dimensional U.S. Targeted Value ETF | $3,433,916 | $810,481 ▲ | 30.9% | 63,638 | 1.3% | ETF |
DFAR Dimensional US Real Estate ETF | $3,429,895 | $95,013 ▲ | 2.8% | 146,202 | 1.3% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $3,248,215 | $31,105 ▲ | 1.0% | 70,384 | 1.3% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $2,793,784 | $43,946 ▲ | 1.6% | 44,247 | 1.1% | Manufacturing |
IWF iShares Russell 1000 Growth ETF | $2,778,027 | | 0.0% | 6,543 | 1.1% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $2,633,613 | $541,401 ▲ | 25.9% | 41,338 | 1.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,610,794 | $97,895 ▲ | 3.9% | 13,388 | 1.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,585,188 | $68,925 ▼ | -2.6% | 45,346 | 1.0% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $2,584,619 | $336 ▼ | 0.0% | 53,835 | 1.0% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,528,732 | | 0.0% | 37,731 | 1.0% | ETF |
DISV Dimensional International Small Cap Value ETF | $2,432,699 | $130,619 ▲ | 5.7% | 73,920 | 1.0% | ETF |
VNQ Vanguard Real Estate ETF | $2,045,116 | $71,783 ▼ | -3.4% | 22,963 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $1,796,124 | $63,276 ▼ | -3.4% | 7,579 | 0.7% | ETF |
IWD iShares Russell 1000 Value ETF | $1,741,078 | | 0.0% | 8,964 | 0.7% | ETF |
DFIS Dimensional International Small Cap ETF | $1,651,605 | $123,388 ▲ | 8.1% | 55,349 | 0.6% | ETF |
DUHP Dimensional US High Profitability ETF | $1,517,844 | $141,244 ▲ | 10.3% | 42,684 | 0.6% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $1,469,393 | $48,260 ▲ | 3.4% | 23,688 | 0.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,450,159 | $261,277 ▲ | 22.0% | 13,637 | 0.6% | ETF |
WMT Walmart | $1,416,539 | $945,142 ▲ | 200.5% | 14,487 | 0.6% | Retail/Wholesale |
IUSV iShares Core S&P U.S. Value ETF | $1,249,872 | $662 ▲ | 0.1% | 13,208 | 0.5% | Manufacturing |
NVDA NVIDIA | $1,237,852 | $1,237,852 ▲ | New Holding | 7,835 | 0.5% | Computer and Technology |
VYMI Vanguard International High Dividend Yield ETF | $1,187,231 | | 0.0% | 14,820 | 0.5% | ETF |
IYW iShares U.S. Technology ETF | $1,157,444 | | 0.0% | 6,680 | 0.5% | Manufacturing |
BRK.B Berkshire Hathaway | $1,048,292 | $3,400 ▲ | 0.3% | 2,158 | 0.4% | Finance |
VOO Vanguard S&P 500 ETF | $832,732 | $13,633 ▼ | -1.6% | 1,466 | 0.3% | ETF |
AVGO Broadcom | $820,611 | $283,093 ▲ | 52.7% | 2,977 | 0.3% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $702,231 | $21,551 ▼ | -3.0% | 11,698 | 0.3% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $671,459 | $118,170 ▲ | 21.4% | 27,689 | 0.3% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $645,695 | | 0.0% | 4,656 | 0.3% | ETF |
ADP Automatic Data Processing | $641,472 | $255,972 ▲ | 66.4% | 2,080 | 0.3% | Computer and Technology |
MSFT Microsoft | $638,178 | $163,151 ▲ | 34.3% | 1,283 | 0.3% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $613,286 | | 0.0% | 2,996 | 0.2% | ETF |
EDIV SPDR S&P Emerging Markets Dividend ETF | $583,999 | $1,182 ▼ | -0.2% | 15,320 | 0.2% | ETF |
DIHP Dimensional International High Profitability ETF | $576,766 | $91,802 ▲ | 18.9% | 19,558 | 0.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $574,887 | | 0.0% | 1,570 | 0.2% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $570,488 | $48,834 ▼ | -7.9% | 11,250 | 0.2% | ETF |
CVX Chevron | $552,141 | | 0.0% | 3,856 | 0.2% | Energy |
IFGL iShares International Developed Real Estate ETF | $550,870 | $16,881 ▼ | -3.0% | 24,246 | 0.2% | Manufacturing |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $487,616 | $26,209 ▼ | -5.1% | 3,628 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $458,890 | | 0.0% | 5,497 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $434,967 | $245,287 ▼ | -36.1% | 704 | 0.2% | Finance |
RWX SPDR Dow Jones International Real Estate ETF | $412,096 | $175,607 ▼ | -29.9% | 15,040 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $394,642 | | 0.0% | 7,979 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $391,130 | | 0.0% | 8,108 | 0.2% | Finance |
PG Procter & Gamble | $378,704 | $86,033 ▲ | 29.4% | 2,377 | 0.1% | Consumer Staples |
MKC McCormick & Company, Incorporated | $370,230 | $43,976 ▼ | -10.6% | 4,883 | 0.1% | Consumer Staples |
ITW Illinois Tool Works | $356,040 | $133,515 ▲ | 60.0% | 1,440 | 0.1% | Industrials |
HD Home Depot | $347,209 | $178,554 ▲ | 105.9% | 947 | 0.1% | Retail/Wholesale |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $339,878 | | 0.0% | 14,004 | 0.1% | ETF |
DEHP Dimensional Emerging Markets High Profitability ETF | $315,642 | $54,264 ▲ | 20.8% | 11,273 | 0.1% | ETF |
XOM Exxon Mobil | $293,216 | | 0.0% | 2,720 | 0.1% | Energy |
DFUV Dimensional US Marketwide Value ETF | $283,868 | | 0.0% | 6,714 | 0.1% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $280,613 | $29,442 ▼ | -9.5% | 9,693 | 0.1% | ETF |
IBM International Business Machines | $278,273 | $145,622 ▲ | 109.8% | 944 | 0.1% | Computer and Technology |
ACWI iShares MSCI ACWI ETF | $273,918 | | 0.0% | 2,130 | 0.1% | Manufacturing |
MDY SPDR S&P MidCap 400 ETF Trust | $269,645 | | 0.0% | 476 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $267,980 | | 0.0% | 2,028 | 0.1% | ETF |
BLACKROCK INC
| $249,722 | $39,872 ▲ | 19.0% | 238 | 0.1% | COM |
JPM JPMorgan Chase & Co. | $247,874 | $52,184 ▲ | 26.7% | 855 | 0.1% | Finance |
SYY Sysco | $227,145 | $227,145 ▲ | New Holding | 2,999 | 0.1% | Consumer Staples |
MRK Merck & Co., Inc. | $223,232 | | 0.0% | 2,820 | 0.1% | Medical |
JNJ Johnson & Johnson | $220,724 | $1,375 ▼ | -0.6% | 1,445 | 0.1% | Medical |
IJR iShares Core S&P Small-Cap ETF | $216,395 | | 0.0% | 1,980 | 0.1% | ETF |
AMGN Amgen | $204,382 | $10,052 ▲ | 5.2% | 732 | 0.1% | Medical |
NSC Norfolk Southern | $201,961 | | 0.0% | 789 | 0.1% | Transportation |
VUG Vanguard Growth ETF | $184,567 | | 0.0% | 421 | 0.1% | ETF |
ABBV AbbVie | $178,381 | $122,695 ▲ | 220.3% | 961 | 0.1% | Medical |
SCHD Schwab US Dividend Equity ETF | $176,490 | $310,103 ▼ | -63.7% | 6,660 | 0.1% | ETF |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $174,330 | | 0.0% | 3,472 | 0.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $173,472 | | 0.0% | 1,848 | 0.1% | ETF |
META Meta Platforms | $163,856 | $32,476 ▲ | 24.7% | 222 | 0.1% | Computer and Technology |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $160,302 | | 0.0% | 5,401 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $157,566 | | 0.0% | 1,226 | 0.1% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $156,379 | | 0.0% | 1,772 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $155,897 | | 0.0% | 1,744 | 0.1% | Finance |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $150,879 | | 0.0% | 5,992 | 0.1% | ETF |
DIS Walt Disney | $150,797 | | 0.0% | 1,216 | 0.1% | Consumer Discretionary |
VGT Vanguard Information Technology ETF | $150,565 | $19,235 ▼ | -11.3% | 227 | 0.1% | ETF |
GE GE Aerospace | $147,742 | $3,346 ▲ | 2.3% | 574 | 0.1% | Aerospace |
GWW W.W. Grainger | $144,594 | $144,594 ▲ | New Holding | 139 | 0.1% | Industrials |
IYJ iShares U.S. Industrials ETF | $142,310 | | 0.0% | 1,000 | 0.1% | ETF |
CSCO Cisco Systems | $141,119 | $74,930 ▲ | 113.2% | 2,034 | 0.1% | Computer and Technology |
MCD McDonald's | $139,950 | $139,950 ▲ | New Holding | 479 | 0.1% | Retail/Wholesale |
TXN Texas Instruments | $129,763 | | 0.0% | 625 | 0.1% | Computer and Technology |
CHH Choice Hotels International | $127,388 | | 0.0% | 1,004 | 0.0% | Consumer Discretionary |
DFIC Dimensional International Core Equity 2 ETF | $118,391 | $93 ▼ | -0.1% | 3,808 | 0.0% | ETF |
