VCSH Vanguard Short-Term Corporate Bond ETF | $24,168,112 | $492,155 ▼ | -2.0% | 312,613 | 15.0% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $13,340,211 | $5,516,846 ▲ | 70.5% | 260,145 | 8.3% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $11,232,704 | $386,734 ▼ | -3.3% | 43,219 | 7.0% | ETF |
VTV Vanguard Value ETF | $10,033,943 | $162,534 ▼ | -1.6% | 61,611 | 6.2% | ETF |
DFNM Dimensional National Municipal Bond ETF | $8,569,687 | $12,888 ▲ | 0.2% | 178,201 | 5.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $6,944,504 | $394,450 ▲ | 6.0% | 190,052 | 4.3% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $6,584,625 | $1,264,181 ▼ | -16.1% | 138,799 | 4.1% | Manufacturing |
DFIV Dimensional International Value ETF | $4,768,512 | $169,492 ▲ | 3.7% | 129,755 | 3.0% | ETF |
EFV iShares MSCI EAFE Value ETF | $4,628,113 | $94,547 ▼ | -2.0% | 85,076 | 2.9% | ETF |
AAPL Apple | $4,509,929 | $17,148 ▼ | -0.4% | 26,300 | 2.8% | Computer and Technology |
DFAI Dimensional International Core Equity Market ETF | $3,909,052 | $26,352 ▲ | 0.7% | 129,353 | 2.4% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares | $2,618,412 | $122,670 ▲ | 4.9% | 62,136 | 1.6% | ETF |
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares | $2,602,925 | $16,656 ▼ | -0.6% | 51,882 | 1.6% | ETF |
DFAR Dimensional US Real Estate ETF | $2,582,904 | $137,374 ▲ | 5.6% | 115,463 | 1.6% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $2,577,087 | $94 ▼ | 0.0% | 54,785 | 1.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,483,120 | $75,601 ▼ | -3.0% | 12,941 | 1.5% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $2,379,223 | $92,287 ▲ | 4.0% | 91,650 | 1.5% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $2,305,071 | $14,508 ▲ | 0.6% | 40,039 | 1.4% | Manufacturing |
VNQ Vanguard Real Estate ETF | $2,247,126 | $77,228 ▼ | -3.3% | 25,984 | 1.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $2,214,913 | $147,789 ▲ | 7.1% | 46,250 | 1.4% | Manufacturing |
IWF iShares Russell 1000 Growth ETF | $2,205,319 | | 0.0% | 6,543 | 1.4% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,149,913 | | 0.0% | 37,731 | 1.3% | ETF |
DFLV Dimensional US Large Cap Value ETF | $1,925,029 | $191,036 ▲ | 11.0% | 64,189 | 1.2% | ETF |
VB Vanguard Small-Cap ETF | $1,855,466 | $44,346 ▼ | -2.3% | 8,117 | 1.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $1,763,434 | $31,896 ▲ | 1.8% | 32,398 | 1.1% | ETF |
IWD iShares Russell 1000 Value ETF | $1,612,528 | $1,433 ▼ | -0.1% | 9,003 | 1.0% | ETF |
DISV Dimensional International Small Cap Value ETF | $1,417,910 | $62,918 ▲ | 4.6% | 52,148 | 0.9% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $1,342,430 | $25,973 ▼ | -1.9% | 12,818 | 0.8% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $1,278,446 | $24,125 ▲ | 1.9% | 20,508 | 0.8% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $1,194,305 | $3,346 ▼ | -0.3% | 13,205 | 0.7% | Manufacturing |
EWX SPDR S&P Emerging Markets SmallCap ETF | $1,066,560 | $16,517 ▲ | 1.6% | 19,114 | 0.7% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $1,021,956 | | 0.0% | 14,854 | 0.6% | ETF |
IYW iShares U.S. Technology ETF | $902,201 | | 0.0% | 6,680 | 0.6% | Manufacturing |
DFIS Dimensional International Small Cap ETF | $849,436 | $62,550 ▲ | 7.9% | 33,896 | 0.5% | ETF |
IFGL iShares International Developed Real Estate ETF | $795,724 | $57,882 ▼ | -6.8% | 37,393 | 0.5% | Manufacturing |
ICSH BlackRock Ultra Short-Term Bond ETF | $793,388 | | 0.0% | 15,692 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $790,770 | $25,852 ▼ | -3.2% | 15,325 | 0.5% | ETF |
RWX SPDR Dow Jones International Real Estate ETF | $740,383 | $28,751 ▼ | -3.7% | 28,378 | 0.5% | ETF |
DUHP Dimensional US High Profitability ETF | $608,619 | $67,645 ▲ | 12.5% | 19,254 | 0.4% | ETF |
CVX Chevron | $608,246 | | 0.0% | 3,856 | 0.4% | Oils/Energy |
EDIV SPDR S&P Emerging Markets Dividend ETF | $544,840 | $17,961 ▼ | -3.2% | 16,259 | 0.3% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $531,436 | | 0.0% | 4,656 | 0.3% | ETF |
MGK Vanguard Mega Cap Growth ETF | $449,978 | | 0.0% | 1,570 | 0.3% | ETF |
MKC McCormick & Company, Incorporated | $442,426 | | 0.0% | 5,760 | 0.3% | Consumer Staples |
BRK.B Berkshire Hathaway | $416,315 | | 0.0% | 990 | 0.3% | Finance |
IEFA iShares Core MSCI EAFE ETF | $411,773 | $38,001 ▼ | -8.4% | 5,548 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $392,303 | | 0.0% | 750 | 0.2% | Finance |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $372,728 | $346,159 ▲ | 1,302.9% | 15,628 | 0.2% | ETF |
MRK Merck & Co., Inc. | $372,099 | | 0.0% | 2,820 | 0.2% | Medical |
VWO Vanguard FTSE Emerging Markets ETF | $350,367 | $5,639 ▲ | 1.6% | 8,388 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $336,610 | | 0.0% | 8,194 | 0.2% | Finance |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $332,397 | $9,581 ▼ | -2.8% | 2,845 | 0.2% | ETF |
MSFT Microsoft | $331,949 | | 0.0% | 789 | 0.2% | Computer and Technology |
XOM Exxon Mobil | $316,173 | | 0.0% | 2,720 | 0.2% | Oils/Energy |
VIG Vanguard Dividend Appreciation Index Fund ETF Shares | $315,452 | | 0.0% | 1,727 | 0.2% | ETF |
ADP Automatic Data Processing | $312,175 | | 0.0% | 1,250 | 0.2% | Business Services |
DFAE Dimensional Emerging Core Equity Market ETF | $304,007 | $346 ▲ | 0.1% | 12,298 | 0.2% | ETF |
PG Procter & Gamble | $297,080 | | 0.0% | 1,831 | 0.2% | Consumer Staples |
WMT Walmart | $290,080 | $193,387 ▲ | 200.0% | 4,821 | 0.2% | Retail/Wholesale |
MDY SPDR S&P MidCap 400 ETF Trust | $275,418 | | 0.0% | 495 | 0.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $274,603 | | 0.0% | 6,714 | 0.2% | ETF |
AVGO Broadcom | $258,455 | | 0.0% | 195 | 0.2% | Computer and Technology |
IWS iShares Russell Mid-Cap Value ETF | $254,170 | | 0.0% | 2,028 | 0.2% | ETF |
ITW Illinois Tool Works | $241,497 | | 0.0% | 900 | 0.1% | Industrial Products |
ACWI iShares MSCI ACWI ETF | $234,577 | | 0.0% | 2,130 | 0.1% | Manufacturing |
JNJ Johnson & Johnson | $230,009 | | 0.0% | 1,454 | 0.1% | Medical |
IJR iShares Core S&P Small-Cap ETF | $219,493 | $42,550 ▼ | -16.2% | 1,986 | 0.1% | ETF |
NSC Norfolk Southern | $203,896 | | 0.0% | 800 | 0.1% | Transportation |
AMGN Amgen | $197,887 | | 0.0% | 696 | 0.1% | Medical |
EFA iShares MSCI EAFE ETF | $179,765 | $2,556 ▼ | -1.4% | 2,251 | 0.1% | Finance |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $178,843 | $9,014 ▲ | 5.3% | 3,472 | 0.1% | ETF |
HD Home Depot | $176,456 | | 0.0% | 460 | 0.1% | Retail/Wholesale |
TLT iShares 20+ Year Treasury Bond ETF | $167,667 | | 0.0% | 1,772 | 0.1% | ETF |
BLK BlackRock | $166,740 | | 0.0% | 200 | 0.1% | Finance |
DIS Walt Disney | $148,790 | | 0.0% | 1,216 | 0.1% | Consumer Discretionary |
VUG Vanguard Growth ETF | $146,285 | $14,456 ▲ | 11.0% | 425 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $140,004 | | 0.0% | 1,267 | 0.1% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $137,672 | | 0.0% | 5,401 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $135,804 | | 0.0% | 678 | 0.1% | Finance |
VGT Vanguard Information Technology ETF | $134,232 | $14,682 ▼ | -9.9% | 256 | 0.1% | ETF |
EVBG Everbridge | $132,006 | | 0.0% | 3,790 | 0.1% | Computer and Technology |
IYJ iShares U.S. Industrials ETF | $125,710 | | 0.0% | 1,000 | 0.1% | ETF |
REGN Regeneron Pharmaceuticals | $125,124 | | 0.0% | 130 | 0.1% | Medical |
V Visa | $115,819 | $73,957 ▲ | 176.7% | 415 | 0.1% | Business Services |
USRT iShares Core U.S. REIT ETF | $114,433 | $3,658 ▼ | -3.1% | 2,127 | 0.1% | ETF |
INTC Intel | $110,425 | | 0.0% | 2,500 | 0.1% | Computer and Technology |
TXN Texas Instruments | $108,882 | | 0.0% | 625 | 0.1% | Computer and Technology |
GPC Genuine Parts | $108,451 | | 0.0% | 700 | 0.1% | Auto/Tires/Trucks |
DFIC Dimensional International Core Equity 2 ETF | $101,945 | | 0.0% | 3,811 | 0.1% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $95,177 | $95,177 ▲ | New Holding | 3,999 | 0.1% | ETF |
EEMS iShares MSCI Emerging Markets Small-Cap ETF | $94,278 | $118 ▼ | -0.1% | 1,602 | 0.1% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $92,021 | $25,058 ▲ | 37.4% | 3,709 | 0.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $91,161 | $767 ▼ | -0.8% | 1,189 | 0.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $89,876 | $8,914 ▼ | -9.0% | 2,813 | 0.1% | ETF |
IBM International Business Machines | $85,932 | | 0.0% | 450 | 0.1% | Computer and Technology |
GE General Electric | $85,484 | | 0.0% | 487 | 0.1% | Transportation |
META Meta Platforms | $83,520 | | 0.0% | 172 | 0.1% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $78,956 | $4,747 ▲ | 6.4% | 316 | 0.0% | ETF |
GIS General Mills | $76,967 | $13,994 ▼ | -15.4% | 1,100 | 0.0% | Consumer Staples |
NKE NIKE | $75,184 | | 0.0% | 800 | 0.0% | Consumer Discretionary |