VUG Vanguard Growth ETF | $710,307,513 | $17,355,187 ▲ | 2.5% | 7,882,671 | 7.5% | ETF |
VTV Vanguard Value ETF | $407,761,756 | $12,198,580 ▲ | 3.1% | 1,887,087 | 4.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $405,102,578 | $17,901,405 ▲ | 4.6% | 1,736,328 | 4.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $365,553,620 | $5,671,183 ▼ | -1.5% | 5,177,080 | 3.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $361,176,935 | $7,923,524 ▲ | 2.2% | 3,728,086 | 3.8% | ETF |
AVDV Avantis International Small Cap Value ETF | $275,771,597 | $17,429,266 ▲ | 6.7% | 2,521,225 | 2.9% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $267,525,759 | $12,799,185 ▲ | 5.0% | 2,683,308 | 2.8% | ETF |
AAPL Apple | $243,096,628 | $4,584,354 ▼ | -1.9% | 729,976 | 2.6% | Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $211,247,659 | $2,604,192 ▼ | -1.2% | 4,752,478 | 2.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $193,822,928 | $421,996 ▲ | 0.2% | 1,424,750 | 2.0% | ETF |
MSFT Microsoft | $188,558,655 | $1,941,329 ▼ | -1.0% | 367,632 | 2.0% | Technology |
IVV iShares Core S&P 500 ETF | $181,311,406 | $2,376,436 ▼ | -1.3% | 236,745 | 1.9% | ETF |
DFAU Dimensional US Core Equity Market ETF | $174,377,996 | $10,180,354 ▲ | 6.2% | 3,330,367 | 1.8% | ETF |
AVUS Avantis U.S. Equity ETF | $141,291,130 | $3,420,388 ▲ | 2.5% | 1,103,061 | 1.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $133,882,073 | $1,211,891 ▼ | -0.9% | 1,068,833 | 1.4% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $132,260,607 | $701,491 ▲ | 0.5% | 1,199,316 | 1.4% | ETF |
DFIV Dimensional International Value ETF | $127,738,367 | $1,078,768 ▼ | -0.8% | 2,286,759 | 1.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $123,016,492 | $3,028,961 ▼ | -2.4% | 2,236,663 | 1.3% | ETF |
DFA INVT DIMENSIONS GROUP IN
| $113,574,096 | $113,574,096 ▲ | New Holding | 3,031,067 | 1.2% | U.S. SML CP VAL |
IEMG iShares Core MSCI Emerging Markets ETF | $107,995,210 | $578,752 ▼ | -0.5% | 1,330,646 | 1.1% | ETF |
GOOG Alphabet | $106,553,254 | $947,258 ▼ | -0.9% | 312,711 | 1.1% | Communication Services |
TSM Taiwan Semiconductor Manufacturing | $105,238,135 | $5,168,639 ▼ | -4.7% | 230,689 | 1.1% | Technology |
EFV iShares MSCI EAFE Value ETF | $96,938,727 | $4,717,851 ▼ | -4.6% | 1,224,902 | 1.0% | ETF |
AVGO Broadcom | $96,020,786 | $4,788,835 ▼ | -4.8% | 273,415 | 1.0% | Technology |
DFUS Dimensional U.S. Equity ETF | $95,728,331 | $2,007,997 ▼ | -2.1% | 1,152,937 | 1.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $94,765,148 | $1,088,160 ▼ | -1.1% | 1,597,794 | 1.0% | ETF |
IVW iShares S&P 500 Growth ETF | $89,895,139 | $846,447 ▲ | 1.0% | 631,907 | 0.9% | ETF |
IWD iShares Russell 1000 Value ETF | $88,162,641 | $880,151 ▼ | -1.0% | 355,595 | 0.9% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $88,117,291 | $1,238,471 ▼ | -1.4% | 687,879 | 0.9% | ETF |
DIHP Dimensional International High Profitability ETF | $77,052,072 | $7,366,050 ▲ | 10.6% | 2,287,090 | 0.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $75,253,273 | $1,391,034 ▼ | -1.8% | 325,729 | 0.8% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $73,256,494 | $893,248 ▼ | -1.2% | 867,762 | 0.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $72,169,858 | $1,182,075 ▼ | -1.6% | 94,633 | 0.8% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $68,171,523 | $601,981 ▼ | -0.9% | 351,853 | 0.7% | ETF |
CSCO Cisco Systems | $67,221,324 | $3,181,545 ▼ | -4.5% | 624,559 | 0.7% | Technology |
VTI Vanguard Total Stock Market ETF | $66,674,561 | $1,910,120 ▲ | 2.9% | 178,160 | 0.7% | ETF |
JPM JPMorgan Chase & Co. | $66,228,433 | $1,689,216 ▼ | -2.5% | 200,189 | 0.7% | Finance |
VONG Vanguard Russell 1000 Growth ETF | $64,293,969 | $165,675 ▼ | -0.3% | 498,673 | 0.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $62,056,740 | $2,725,304 ▼ | -4.2% | 803,323 | 0.7% | ETF |
AMZN Amazon.com | $59,477,948 | $515,991 ▲ | 0.9% | 238,723 | 0.6% | Consumer Discretionary |
SUB iShares Short-Term National Muni Bond ETF | $57,057,067 | $26,923,009 ▲ | 89.3% | 545,792 | 0.6% | ETF |
JNJ Johnson & Johnson | $56,211,903 | $2,092,502 ▲ | 3.9% | 212,329 | 0.6% | Healthcare |
LLY Eli Lilly and Company | $56,202,272 | $3,443,435 ▲ | 6.5% | 48,573 | 0.6% | Healthcare |
BLACKROCK INC
| $56,075,112 | $1,270,995 ▼ | -2.2% | 52,987 | 0.6% | COM |
EFA iShares MSCI EAFE ETF | $53,976,546 | $588,017 ▼ | -1.1% | 519,555 | 0.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $53,283,278 | $1,528,937 ▼ | -2.8% | 740,560 | 0.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $50,500,018 | $701,872 ▼ | -1.4% | 760,085 | 0.5% | ETF |
V Visa | $44,829,182 | $764,652 ▼ | -1.7% | 124,758 | 0.5% | Finance |
LOW Lowe's Companies | $44,173,405 | $1,897,082 ▼ | -4.1% | 239,695 | 0.5% | Consumer Discretionary |
IWM iShares Russell 2000 ETF | $43,266,275 | $39,460 ▲ | 0.1% | 155,696 | 0.5% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $41,348,025 | $1,743,112 ▲ | 4.4% | 534,074 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $39,606,197 | $1,646,369 ▼ | -4.0% | 1,320,207 | 0.4% | ETF |
MBB iShares MBS ETF | $39,379,048 | $11,632,772 ▲ | 41.9% | 439,400 | 0.4% | ETF |
AMGN Amgen | $39,246,777 | $889,386 ▼ | -2.2% | 93,110 | 0.4% | Healthcare |
REET iShares Global REIT ETF | $38,703,466 | $646,975 ▲ | 1.7% | 1,501,298 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $37,558,188 | $8,669,107 ▲ | 30.0% | 793,036 | 0.4% | ETF |
WSM Williams-Sonoma | $36,145,842 | $1,852,470 ▼ | -4.9% | 158,576 | 0.4% | Consumer Discretionary |
GOOGL Alphabet | $31,889,969 | $657,192 ▲ | 2.1% | 92,682 | 0.3% | Communication Services |
SCHG Schwab U.S. Large-Cap Growth ETF | $31,821,804 | $777,166 ▼ | -2.4% | 885,661 | 0.3% | ETF |
AVDE Avantis International Equity ETF | $31,512,934 | $1,585,036 ▼ | -4.8% | 349,716 | 0.3% | ETF |
JPUS JPMorgan Diversified Return U.S. Equity ETF | $31,316,728 | $1,115,348 ▼ | -3.4% | 230,745 | 0.3% | ETF |
PNC The PNC Financial Services Group | $31,235,566 | $706,788 ▼ | -2.2% | 140,536 | 0.3% | Finance |
EMR Emerson Electric | $28,860,333 | $644,439 ▼ | -2.2% | 186,076 | 0.3% | Industrials |
NVDA NVIDIA | $28,282,268 | $2,001,288 ▲ | 7.6% | 123,839 | 0.3% | Technology |
VB Vanguard Small-Cap ETF | $28,268,100 | $143,099 ▼ | -0.5% | 99,364 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $27,993,517 | $124,839 ▲ | 0.4% | 67,271 | 0.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $27,762,293 | $2,108,351 ▼ | -7.1% | 381,036 | 0.3% | ETF |
IWN iShares Russell 2000 Value ETF | $27,018,608 | $256,367 ▼ | -0.9% | 128,998 | 0.3% | ETF |
DISV Dimensional International Small Cap Value ETF | $25,288,875 | $135,887 ▼ | -0.5% | 584,174 | 0.3% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $25,186,423 | $1,040,679 ▼ | -4.0% | 511,919 | 0.3% | ETF |
ABBV AbbVie | $22,462,042 | $1,985,476 ▲ | 9.7% | 85,867 | 0.2% | Healthcare |
MUB iShares National Muni Bond ETF | $22,142,413 | $317,858 ▲ | 1.5% | 219,015 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $22,048,415 | $635,833 ▼ | -2.8% | 648,102 | 0.2% | ETF |
ADP Automatic Data Processing | $21,574,998 | $486,183 ▼ | -2.2% | 83,605 | 0.2% | Industrials |
DFAE Dimensional Emerging Core Equity Market ETF | $21,536,339 | $2,107,095 ▼ | -8.9% | 547,859 | 0.2% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $21,525,579 | $5,564,514 ▲ | 34.9% | 581,458 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $21,343,816 | $222,171 ▼ | -1.0% | 30,454 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $20,367,019 | $519,596 ▲ | 2.6% | 266,584 | 0.2% | ETF |
WALMART INC
| $19,981,235 | $447,688 ▲ | 2.3% | 192,275 | 0.2% | COM |
PG Procter & Gamble | $19,531,623 | $527,948 ▼ | -2.6% | 134,441 | 0.2% | Consumer Staples |
BRK.B Berkshire Hathaway | $19,349,398 | $1,580,498 ▼ | -7.6% | 38,858 | 0.2% | Finance |
BND Vanguard Total Bond Market ETF | $19,127,675 | $499,819 ▲ | 2.7% | 272,668 | 0.2% | ETF |
AMAT Applied Materials | $19,016,325 | $305,296 ▼ | -1.6% | 37,186 | 0.2% | Technology |
HD Home Depot | $18,798,633 | $168,703 ▼ | -0.9% | 66,078 | 0.2% | Consumer Discretionary |
ASML ASML | $18,130,900 | $233,702 ▼ | -1.3% | 10,008 | 0.2% | Technology |
MGC Vanguard Mega Cap ETF | $18,098,887 | $560,103 ▼ | -3.0% | 64,110 | 0.2% | ETF |
LAM RESEARCH CORP
| $17,935,948 | $1,638,604 ▼ | -8.4% | 54,598 | 0.2% | COM NEW |
PEP PepsiCo | $17,905,964 | $658,059 ▼ | -3.5% | 141,303 | 0.2% | Consumer Staples |
SCHP Schwab U.S. TIPS ETF | $16,708,940 | $778,100 ▼ | -4.4% | 664,900 | 0.2% | ETF |
TGT Target | $16,460,012 | $303,823 ▼ | -1.8% | 105,048 | 0.2% | Consumer Staples |
OMC Omnicom Group | $16,353,717 | $867,728 ▼ | -5.0% | 222,107 | 0.2% | Communication Services |
LMT Lockheed Martin | $16,277,405 | $282,129 ▲ | 1.8% | 31,963 | 0.2% | Industrials |
AVEM Avantis Emerging Markets Equity ETF | $16,222,726 | $794,941 ▼ | -4.7% | 172,545 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $16,207,597 | $244,259 ▼ | -1.5% | 70,999 | 0.2% | ETF |
FTNT Fortinet | $16,111,639 | $437,604 ▼ | -2.6% | 90,130 | 0.2% | Technology |
FLOT iShares Floating Rate Bond ETF | $16,025,118 | $2,060,890 ▼ | -11.4% | 313,910 | 0.2% | ETF |
DOV Dover | $15,839,968 | $554,230 ▼ | -3.4% | 84,683 | 0.2% | Industrials |
VO Vanguard Mid-Cap ETF | $15,769,804 | $1,561,343 ▼ | -9.0% | 201,094 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $14,961,594 | $941,913 ▼ | -5.9% | 191,056 | 0.2% | ETF |
KO Coca-Cola | $14,904,906 | $293,619 ▼ | -1.9% | 173,152 | 0.2% | Consumer Staples |
