DFAI Dimensional International Core Equity Market ETF | $100,737,962 | $3,684,302 ▲ | 3.8% | 3,333,486 | 15.4% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $52,368,275 | $1,337,318 ▲ | 2.6% | 840,043 | 8.0% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $49,358,558 | $1,221,697 ▲ | 2.5% | 526,716 | 7.5% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $48,278,942 | $11,764,404 ▲ | 32.2% | 751,306 | 7.4% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $34,179,418 | $2,846,323 ▲ | 9.1% | 696,828 | 5.2% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $30,939,973 | $8,745,776 ▲ | 39.4% | 641,775 | 4.7% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $30,760,727 | $1,538,049 ▲ | 5.3% | 377,757 | 4.7% | ETF |
AVDV Avantis International Small Cap Value ETF | $26,104,946 | $1,030,051 ▲ | 4.1% | 396,370 | 4.0% | ETF |
DFUV Dimensional US Marketwide Value ETF | $25,722,133 | $650,719 ▼ | -2.5% | 628,903 | 3.9% | ETF |
SCHH Schwab U.S. REIT ETF | $25,267,185 | $2,162,051 ▲ | 9.4% | 1,244,689 | 3.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $24,057,582 | $12,014,032 ▲ | 99.8% | 313,781 | 3.7% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $23,611,828 | $11,749,062 ▲ | 99.0% | 313,154 | 3.6% | ETF |
VOO Vanguard S&P 500 ETF | $15,872,852 | $888,822 ▼ | -5.3% | 33,020 | 2.4% | ETF |
IVV iShares Core S&P 500 ETF | $15,102,044 | $506,275 ▼ | -3.2% | 28,726 | 2.3% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $13,802,985 | $698,686 ▲ | 5.3% | 558,373 | 2.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $11,995,828 | $165,195 ▼ | -1.4% | 220,390 | 1.8% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $8,348,772 | $43,579 ▼ | -0.5% | 328,175 | 1.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $7,792,920 | $3,798,442 ▼ | -32.8% | 126,652 | 1.2% | ETF |
VTI Vanguard Total Stock Market ETF | $4,532,656 | $82,648 ▼ | -1.8% | 17,440 | 0.7% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $4,403,559 | $144,102 ▼ | -3.2% | 164,619 | 0.7% | ETF |
IWB iShares Russell 1000 ETF | $4,301,441 | $290,910 ▼ | -6.3% | 14,934 | 0.7% | ETF |
VO Vanguard Mid-Cap ETF | $3,801,066 | $19,489 ▼ | -0.5% | 15,213 | 0.6% | ETF |
AVDE Avantis International Equity ETF | $3,725,285 | $74,385 ▲ | 2.0% | 58,445 | 0.6% | ETF |
VTV Vanguard Value ETF | $3,660,529 | $28,011 ▼ | -0.8% | 22,477 | 0.6% | ETF |
DFIV Dimensional International Value ETF | $3,530,132 | $108,890 ▲ | 3.2% | 96,058 | 0.5% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $3,372,891 | $1,192,412 ▼ | -26.1% | 63,234 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $2,827,624 | $133,722 ▼ | -4.5% | 72,466 | 0.4% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,815,211 | $247,122 ▼ | -8.1% | 49,407 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $2,460,578 | $88,923 ▼ | -3.5% | 10,764 | 0.4% | ETF |
AAPL Apple | $2,352,195 | $2,317,899 ▲ | 6,758.5% | 13,717 | 0.4% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $2,318,467 | $22,228 ▼ | -0.9% | 39,531 | 0.4% | ETF |
MSFT Microsoft | $2,226,080 | $9,677 ▼ | -0.4% | 5,291 | 0.3% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $2,166,266 | $148,237 ▼ | -6.4% | 28,511 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $2,085,052 | $73,269 ▼ | -3.4% | 42,345 | 0.3% | ETF |
USRT iShares Core U.S. REIT ETF | $1,822,396 | $1,012,125 ▼ | -35.7% | 33,874 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $1,817,428 | $42,759 ▼ | -2.3% | 29,285 | 0.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $1,810,365 | $10,926 ▼ | -0.6% | 60,145 | 0.3% | ETF |
IWV iShares Russell 3000 ETF | $1,771,373 | | 0.0% | 5,903 | 0.3% | ETF |
NVDA NVIDIA | $1,648,997 | $34,335 ▼ | -2.0% | 1,825 | 0.3% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $1,615,742 | $49,879 ▼ | -3.0% | 8,649 | 0.2% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $1,601,628 | $104,209 ▼ | -6.1% | 19,304 | 0.2% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $1,465,190 | $44,139 ▼ | -2.9% | 27,983 | 0.2% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $1,400,939 | $1,644,076 ▼ | -54.0% | 49,714 | 0.2% | ETF |
IWC iShares Micro-Cap ETF | $1,262,679 | $2,545 ▼ | -0.2% | 10,419 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,231,115 | | 0.0% | 2,354 | 0.2% | Finance |
DISV Dimensional International Small Cap Value ETF | $1,170,204 | $10,196 ▼ | -0.9% | 43,038 | 0.2% | ETF |
DFAR Dimensional US Real Estate ETF | $1,110,997 | $68,765 ▲ | 6.6% | 49,665 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,063,813 | $4,221 ▼ | -0.4% | 5,544 | 0.2% | ETF |
LHX L3Harris Technologies | $1,023,946 | | 0.0% | 4,805 | 0.2% | Aerospace |
IWM iShares Russell 2000 ETF | $1,007,758 | $11,356 ▼ | -1.1% | 4,792 | 0.2% | Finance |
XOM Exxon Mobil | $973,162 | | 0.0% | 8,372 | 0.1% | Oils/Energy |
IJR iShares Core S&P Small-Cap ETF | $929,805 | $15,694 ▼ | -1.7% | 8,413 | 0.1% | ETF |
DIS Walt Disney | $876,926 | $827,984 ▲ | 1,691.8% | 7,167 | 0.1% | Consumer Discretionary |
IJH iShares Core S&P Mid-Cap ETF | $873,345 | $700,778 ▲ | 406.1% | 14,378 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $843,500 | $7,869 ▼ | -0.9% | 9,754 | 0.1% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $834,176 | $16,361 ▼ | -1.9% | 23,301 | 0.1% | ETF |
JNJ Johnson & Johnson | $818,950 | $44,610 ▼ | -5.2% | 5,177 | 0.1% | Medical |
DE Deere & Company | $816,552 | | 0.0% | 1,988 | 0.1% | Industrial Products |
VV Vanguard Large-Cap ETF | $797,442 | $36,444 ▼ | -4.4% | 3,326 | 0.1% | ETF |
HD Home Depot | $715,838 | $8,440 ▼ | -1.2% | 1,866 | 0.1% | Retail/Wholesale |
TFC Truist Financial | $701,251 | $49,076 ▼ | -6.5% | 17,990 | 0.1% | Finance |
EFA iShares MSCI EAFE ETF | $655,092 | $2,236 ▼ | -0.3% | 8,203 | 0.1% | Finance |
AVIV Avantis International Large Cap Value ETF | $603,912 | $48,726 ▲ | 8.8% | 11,167 | 0.1% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $600,148 | $554,397 ▼ | -48.0% | 20,752 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $585,364 | $5,046 ▼ | -0.9% | 1,392 | 0.1% | Finance |
PG Procter & Gamble | $563,170 | $18,172 ▼ | -3.1% | 3,471 | 0.1% | Consumer Staples |
AXP American Express | $532,340 | $25,274 ▼ | -4.5% | 2,338 | 0.1% | Finance |
KO Coca-Cola | $486,687 | $1,530 ▲ | 0.3% | 7,955 | 0.1% | Consumer Staples |
SCZ iShares MSCI EAFE Small-Cap ETF | $459,422 | $1,013 ▼ | -0.2% | 7,254 | 0.1% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $451,185 | $7,684 ▲ | 1.7% | 17,380 | 0.1% | ETF |
ORCL Oracle | $416,146 | $40,195 ▼ | -8.8% | 3,313 | 0.1% | Computer and Technology |
HLT Hilton Worldwide | $415,528 | | 0.0% | 1,948 | 0.1% | Consumer Discretionary |
DFAC Dimensional U.S. Core Equity 2 ETF | $414,104 | $87,096 ▼ | -17.4% | 12,961 | 0.1% | ETF |
WEC WEC Energy Group | $413,300 | | 0.0% | 5,033 | 0.1% | Utilities |
DLN WisdomTree U.S. LargeCap Dividend Fund | $408,885 | | 0.0% | 5,664 | 0.1% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $406,104 | $7,956 ▼ | -1.9% | 11,331 | 0.1% | ETF |
TXN Texas Instruments | $400,683 | | 0.0% | 2,300 | 0.1% | Computer and Technology |
RWR SPDR Dow Jones REIT ETF | $370,469 | $283 ▼ | -0.1% | 3,931 | 0.1% | ETF |
TJX TJX Companies | $354,768 | | 0.0% | 3,498 | 0.1% | Retail/Wholesale |
DRI Darden Restaurants | $353,857 | | 0.0% | 2,117 | 0.1% | Retail/Wholesale |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $346,898 | $8,062 ▼ | -2.3% | 2,969 | 0.1% | ETF |
QCOM QUALCOMM | $345,034 | | 0.0% | 2,038 | 0.1% | Computer and Technology |
ACN Accenture | $337,945 | $31,195 ▼ | -8.5% | 975 | 0.1% | Business Services |
NOC Northrop Grumman | $327,404 | $91,903 ▲ | 39.0% | 684 | 0.1% | Aerospace |
BOXX Alpha Architect 1-3 Month Box ETF | $309,373 | $309,373 ▲ | New Holding | 2,906 | 0.0% | ETF |
VONV Vanguard Russell 1000 Value | $306,402 | $153,437 ▼ | -33.4% | 3,896 | 0.0% | ETF |
NEE NextEra Energy | $304,979 | $6,966 ▼ | -2.2% | 4,772 | 0.0% | Utilities |
SPYV SPDR Portfolio S&P 500 Value ETF | $304,589 | $46,590 ▼ | -13.3% | 6,080 | 0.0% | ETF |
IVW iShares S&P 500 Growth ETF | $301,029 | $9,373 ▼ | -3.0% | 3,565 | 0.0% | ETF |
IWN iShares Russell 2000 Value ETF | $279,030 | | 0.0% | 1,757 | 0.0% | ETF |
SBUX Starbucks | $278,398 | $2,559 ▼ | -0.9% | 3,046 | 0.0% | Retail/Wholesale |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $278,300 | $11,061 ▼ | -3.8% | 6,466 | 0.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $260,720 | | 0.0% | 1,000 | 0.0% | ETF |
AVUS Avantis U.S. Equity ETF | $250,242 | | 0.0% | 2,796 | 0.0% | ETF |
WMT Walmart | $247,841 | $161,437 ▲ | 186.8% | 4,119 | 0.0% | Retail/Wholesale |
SGOV iShares 0-3 Month Treasury Bond ETF | $243,618 | $19,437 ▲ | 8.7% | 2,419 | 0.0% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $243,432 | | 0.0% | 4,200 | 0.0% | ETF |
MCD McDonald's | $235,147 | | 0.0% | 834 | 0.0% | Retail/Wholesale |
RCL Royal Caribbean Cruises | $220,609 | | 0.0% | 1,587 | 0.0% | Consumer Discretionary |
DIA SPDR Dow Jones Industrial Average ETF Trust | $218,371 | $9,944 ▼ | -4.4% | 549 | 0.0% | Finance |
