IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $71,967,708 | $6,897,892 â–² | 10.6% | 1,373,167 | 23.1% | Manufacturing |
VCSH Vanguard Short-Term Corporate Bond ETF | $20,104,047 | $2,076,829 â–¼ | -9.4% | 254,385 | 6.4% | ETF |
VTI Vanguard Total Stock Market ETF | $20,066,588 | $762,655 â–¼ | -3.7% | 54,228 | 6.4% | ETF |
DFAU Dimensional US Core Equity Market ETF | $19,571,314 | $175,229 â–² | 0.9% | 378,629 | 6.3% | ETF |
DFLV Dimensional US Large Cap Value ETF | $14,372,453 | $484,603 â–² | 3.5% | 363,491 | 4.6% | ETF |
VTV Vanguard Value ETF | $13,701,963 | $1,322,840 â–¼ | -8.8% | 62,873 | 4.4% | ETF |
AAPL Apple | $12,807,661 | $1,223,704 â–¼ | -8.7% | 44,262 | 4.1% | Computer and Technology |
DFIV Dimensional International Value ETF | $12,235,908 | $303,106 â–¼ | -2.4% | 226,507 | 3.9% | ETF |
DFAI Dimensional International Core Equity Market ETF | $8,826,543 | $105,352 â–¼ | -1.2% | 213,977 | 2.8% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $7,678,376 | $188,851 â–¼ | -2.4% | 159,137 | 2.5% | Manufacturing |
DFNM Dimensional National Municipal Bond ETF | $7,214,531 | $104,694 â–² | 1.5% | 149,261 | 2.3% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $5,900,013 | $42,989 â–² | 0.7% | 84,406 | 1.9% | ETF |
EFV iShares MSCI EAFE Value ETF | $5,633,561 | $164,506 â–¼ | -2.8% | 73,593 | 1.8% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $5,338,078 | $345,945 â–¼ | -6.1% | 125,110 | 1.7% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $4,433,757 | $143,306 â–² | 3.3% | 88,269 | 1.4% | Manufacturing |
EMXC iShares MSCI Emerging Markets ex China ETF | $4,354,106 | $222,299 â–¼ | -4.9% | 42,562 | 1.4% | Manufacturing |
DFAR Dimensional US Real Estate ETF | $4,141,705 | $126,614 â–¼ | -3.0% | 158,322 | 1.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $4,114,040 | $28,654 â–² | 0.7% | 49,964 | 1.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,242,824 | $2,432,118 â–² | 300.0% | 26,116 | 1.0% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $3,098,731 | $165,541 â–¼ | -5.1% | 69,091 | 1.0% | ETF |
DFUS Dimensional U.S. Equity ETF | $3,091,679 | | 0.0% | 37,731 | 1.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,015,181 | $89,989 â–¼ | -2.9% | 42,318 | 1.0% | ETF |
DISV Dimensional International Small Cap Value ETF | $2,940,628 | $151,971 â–¼ | -4.9% | 73,278 | 0.9% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,915,395 | $217,233 â–¼ | -6.9% | 11,998 | 0.9% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $2,242,436 | $328,186 â–¼ | -12.8% | 46,962 | 0.7% | ETF |
IWD iShares Russell 1000 Value ETF | $2,171,446 | $1,697 â–¼ | -0.1% | 8,957 | 0.7% | ETF |
DUHP Dimensional US High Profitability ETF | $2,043,686 | $30,922 â–² | 1.5% | 48,974 | 0.7% | ETF |
VB Vanguard Small-Cap ETF | $2,039,280 | $181,256 â–¼ | -8.2% | 6,728 | 0.7% | ETF |
DFIS Dimensional International Small Cap ETF | $1,984,644 | $35,275 â–¼ | -1.7% | 56,656 | 0.6% | ETF |
EWX SPDR S&P Emerging Markets SmallCap ETF | $1,749,908 | $43,915 â–¼ | -2.4% | 23,550 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $1,705,398 | $188,524 â–¼ | -10.0% | 17,685 | 0.5% | ETF |
IYW iShares U.S. Technology ETF | $1,684,897 | | 0.0% | 6,680 | 0.5% | Manufacturing |
WALMART INC
| $1,629,360 | $906 â–² | 0.1% | 14,386 | 0.5% | COM |
NVDA NVIDIA | $1,611,526 | $29,813 â–² | 1.9% | 8,054 | 0.5% | Computer and Technology |
IUSV iShares Core S&P U.S. Value ETF | $1,440,010 | $1,322 â–² | 0.1% | 13,073 | 0.5% | Manufacturing |
VYMI Vanguard International High Dividend Yield ETF | $1,394,146 | $40,360 â–¼ | -2.8% | 14,197 | 0.4% | ETF |
AVGO Broadcom | $1,126,451 | $1,889 â–² | 0.2% | 2,982 | 0.4% | Computer and Technology |
BRK.B Berkshire Hathaway | $1,031,805 | $2,002 â–² | 0.2% | 2,062 | 0.3% | Finance |
VOO Vanguard S&P 500 ETF | $1,003,430 | $3,434 â–¼ | -0.3% | 1,461 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $820,565 | $609,648 â–¼ | -42.6% | 7,707 | 0.3% | ETF |
DIHP Dimensional International High Profitability ETF | $746,349 | $1,911 â–¼ | -0.3% | 21,871 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $710,443 | | 0.0% | 3,002 | 0.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $690,094 | $552,075 â–² | 400.0% | 7,850 | 0.2% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $680,807 | $878 â–¼ | -0.1% | 4,650 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $641,476 | $154,582 â–¼ | -19.4% | 859 | 0.2% | Finance |
CVX Chevron | $639,669 | $497 â–² | 0.1% | 3,859 | 0.2% | Energy |
ICSH iShares Ultra Short-Term Bond Active ETF | $569,025 | | 0.0% | 11,250 | 0.2% | ETF |
DEHP Dimensional Emerging Markets High Profitability ETF | $553,488 | $17,450 â–¼ | -3.1% | 12,941 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $528,408 | $74,047 â–¼ | -12.3% | 21,808 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $509,313 | | 0.0% | 7,445 | 0.2% | Finance |
EDIV SPDR S&P Emerging Markets Dividend ETF | $500,952 | $20,274 â–¼ | -3.9% | 12,231 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $493,064 | $267,905 â–¼ | -35.2% | 5,952 | 0.2% | ETF |
IFGL iShares International Developed Real Estate ETF | $480,699 | $54,211 â–¼ | -10.1% | 21,556 | 0.2% | Manufacturing |
VWO Vanguard FTSE Emerging Markets ETF | $472,208 | $3,223 â–¼ | -0.7% | 7,911 | 0.2% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $462,375 | $51,066 â–¼ | -9.9% | 2,997 | 0.1% | ETF |
MSFT Microsoft | $408,831 | $444,641 â–¼ | -52.1% | 1,096 | 0.1% | Computer and Technology |
ITW Illinois Tool Works | $390,018 | $541 â–² | 0.1% | 1,442 | 0.1% | Industrials |
XOM ExxonMobil | $373,520 | $1,641 â–² | 0.4% | 2,732 | 0.1% | Energy |
DFUV Dimensional US Marketwide Value ETF | $369,338 | | 0.0% | 6,714 | 0.1% | ETF |
JNJ Johnson & Johnson | $367,749 | $762 â–² | 0.2% | 1,448 | 0.1% | Medical |
RWX SPDR Dow Jones International Real Estate ETF | $362,691 | $38,057 â–¼ | -9.5% | 13,428 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $353,580 | $37,183 â–¼ | -9.5% | 3,661 | 0.1% | ETF |
INTC Intel | $350,472 | $1,396 â–² | 0.4% | 2,510 | 0.1% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $334,790 | | 0.0% | 476 | 0.1% | ETF |
ACWI iShares MSCI ACWI ETF | $334,347 | | 0.0% | 2,130 | 0.1% | Manufacturing |
IWS iShares Russell Mid-Cap Value ETF | $333,809 | | 0.0% | 2,028 | 0.1% | ETF |
MRK Merck & Co., Inc. | $331,145 | $25,700 â–¼ | -7.2% | 2,577 | 0.1% | Medical |
PG Procter & Gamble | $319,383 | $1,026 â–² | 0.3% | 2,178 | 0.1% | Consumer Staples |
HD Home Depot | $314,592 | $29,273 â–¼ | -8.5% | 892 | 0.1% | Retail/Wholesale |
DFAE Dimensional Emerging Core Equity Market ETF | $310,100 | $57,983 â–¼ | -15.8% | 7,712 | 0.1% | ETF |
ADP Automatic Data Processing | $296,734 | $169,082 â–¼ | -36.3% | 1,325 | 0.1% | Computer and Technology |
GBLI Global Indemnity Group | $291,074 | | 0.0% | 11,629 | 0.1% | Finance |
IJR iShares Core S&P Small-Cap ETF | $289,205 | $2,076 â–¼ | -0.7% | 1,950 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $282,487 | $178,723 â–¼ | -38.8% | 863 | 0.1% | Finance |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $276,028 | $56,530 â–² | 25.8% | 6,792 | 0.1% | ETF |
IBM International Business Machines | $266,026 | $562 â–² | 0.2% | 946 | 0.1% | Computer and Technology |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $254,407 | $46,624 â–¼ | -15.5% | 10,504 | 0.1% | ETF |
AMGN Amgen | $252,761 | $724 â–² | 0.3% | 698 | 0.1% | Medical |
SYY Sysco | $250,908 | $251 â–² | 0.1% | 3,002 | 0.1% | Consumer Staples |
NSC Norfolk Southern | $248,527 | $315 â–² | 0.1% | 790 | 0.1% | Transportation |
MKC McCormick & Company, Incorporated | $246,302 | $101 â–² | 0.0% | 4,885 | 0.1% | Consumer Staples |
ABBV AbbVie | $242,331 | $6,039 â–¼ | -2.4% | 963 | 0.1% | Medical |
CSCO Cisco Systems | $240,089 | $1,175 â–² | 0.5% | 2,044 | 0.1% | Computer and Technology |
BLACKROCK INC
| $228,852 | | 0.0% | 238 | 0.1% | COM |
GE GE Aerospace | $226,481 | $4,111 â–¼ | -1.8% | 606 | 0.1% | Aerospace |
VUG Vanguard Growth ETF | $217,590 | $181,325 â–² | 500.0% | 2,526 | 0.1% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $198,709 | $57,083 â–² | 40.3% | 5,333 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $194,732 | $13,952 â–¼ | -6.7% | 6,141 | 0.1% | ETF |
GWW W.W. Grainger | $189,096 | | 0.0% | 139 | 0.1% | Industrials |
TXN Texas Instruments | $186,891 | $596 â–² | 0.3% | 627 | 0.1% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $181,167 | | 0.0% | 1,744 | 0.1% | Finance |
GE VERNOVA INC
| $180,929 | $9,399 â–² | 5.5% | 154 | 0.1% | COM |
USMV iShares MSCI USA Min Vol Factor ETF | $178,259 | | 0.0% | 1,848 | 0.1% | ETF |
MRVL Marvell Technology | $174,564 | $596 â–² | 0.3% | 586 | 0.1% | Computer and Technology |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $173,739 | | 0.0% | 3,472 | 0.1% | ETF |
IYJ iShares U.S. Industrials ETF | $166,650 | | 0.0% | 1,000 | 0.1% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $153,137 | | 0.0% | 1,772 | 0.0% | ETF |
VGT Vanguard Information Technology ETF | $145,337 | $123,943 â–² | 579.3% | 1,216 | 0.0% | ETF |
TRGP Targa Resources | $140,775 | $268 â–² | 0.2% | 525 | 0.0% | Energy |
META Meta Platforms | $139,697 | $23,095 â–¼ | -14.2% | 248 | 0.0% | Computer and Technology |
