VTI Vanguard Total Stock Market ETF | $22,439,811 | $1,495,208 ▲ | 7.1% | 86,340 | 12.8% | ETF |
COIN Coinbase Global | $19,502,492 | $2,014,912 ▼ | -9.4% | 73,561 | 11.2% | Finance |
DFAU Dimensional US Core Equity Market ETF | $16,956,927 | $15,240,534 ▲ | 887.9% | 464,065 | 9.7% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $14,452,294 | $14,452,294 ▲ | New Holding | 248,877 | 8.3% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $12,572,035 | $2,178,798 ▲ | 21.0% | 508,577 | 7.2% | ETF |
SCHX Schwab US Large-Cap ETF | $9,874,863 | $236,635 ▼ | -2.3% | 159,118 | 5.6% | ETF |
AAPL Apple | $7,475,452 | $123,636 ▼ | -1.6% | 43,594 | 4.3% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $7,453,283 | $154,501 ▼ | -2.0% | 121,133 | 4.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $7,007,305 | $1,174,200 ▲ | 20.1% | 231,876 | 4.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,905,783 | $194,396 ▲ | 3.4% | 51,221 | 3.4% | ETF |
IVV iShares Core S&P 500 ETF | $4,965,426 | $258,654 ▼ | -5.0% | 9,445 | 2.8% | ETF |
AVUS Avantis U.S. Equity ETF | $4,864,936 | $49,404 ▼ | -1.0% | 54,357 | 2.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $3,775,522 | $20,072 ▲ | 0.5% | 73,169 | 2.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,102,199 | $50,120 ▼ | -1.6% | 61,834 | 1.8% | ETF |
META Meta Platforms | $2,974,178 | $2,428 ▼ | -0.1% | 6,125 | 1.7% | Computer and Technology |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,457,104 | $81,471 ▼ | -5.3% | 22,714 | 0.8% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $1,417,014 | | 0.0% | 15,668 | 0.8% | Manufacturing |
SCHB Schwab US Broad Market ETF | $1,342,001 | $51,038 ▼ | -3.7% | 21,982 | 0.8% | ETF |
NVDA NVIDIA | $1,291,370 | $128,324 ▲ | 11.0% | 1,429 | 0.7% | Computer and Technology |
MSFT Microsoft | $1,225,344 | $40,396 ▲ | 3.4% | 2,912 | 0.7% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $1,188,977 | $14,139 ▼ | -1.2% | 10,343 | 0.7% | Manufacturing |
AMZN Amazon.com | $1,139,641 | $101,013 ▼ | -8.1% | 6,318 | 0.7% | Retail/Wholesale |
ESGE iShares ESG Aware MSCI EM ETF | $1,131,315 | $37,194 ▲ | 3.4% | 35,101 | 0.6% | Manufacturing |
DFSU Dimensional US Sustainability Core 1 ETF | $1,005,391 | $1,136 ▲ | 0.1% | 29,218 | 0.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $973,859 | $27,574 ▼ | -2.8% | 5,333 | 0.6% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $966,569 | $8,494 ▼ | -0.9% | 26,969 | 0.6% | ETF |
SCHD Schwab US Dividend Equity ETF | $934,502 | | 0.0% | 11,590 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $923,425 | $38,937 ▲ | 4.4% | 1,921 | 0.5% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $830,372 | $11,337 ▼ | -1.3% | 32,886 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $720,220 | $26,064 ▼ | -3.5% | 17,243 | 0.4% | ETF |
GOOG Alphabet | $700,091 | $52,225 ▼ | -6.9% | 4,598 | 0.4% | Computer and Technology |
UBER Uber Technologies | $631,318 | $50,044 ▼ | -7.3% | 8,200 | 0.4% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $612,276 | $241,564 ▲ | 65.2% | 1,171 | 0.4% | Finance |
SPEM SPDR Portfolio Emerging Markets ETF | $599,994 | $42,415 ▼ | -6.6% | 16,579 | 0.3% | ETF |
CMG Chipotle Mexican Grill | $566,820 | | 0.0% | 195 | 0.3% | Retail/Wholesale |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $492,190 | $492,190 ▲ | New Holding | 10,375 | 0.3% | Finance |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $464,549 | $53,774 ▲ | 13.1% | 14,427 | 0.3% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $463,019 | | 0.0% | 14,492 | 0.3% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $416,245 | $416,245 ▲ | New Holding | 10,820 | 0.2% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $401,697 | $7,825 ▼ | -1.9% | 15,759 | 0.2% | ETF |
NOW ServiceNow | $391,874 | $762 ▼ | -0.2% | 514 | 0.2% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $382,443 | $382,443 ▲ | New Holding | 2,327 | 0.2% | ETF |
ET Energy Transfer | $379,453 | $7,912 ▲ | 2.1% | 24,123 | 0.2% | Oils/Energy |
GRAYSCALE BITCOIN TR BTC
| $379,083 | $379,083 ▲ | New Holding | 6,001 | 0.2% | SHS REP COM UT |
CRWD CrowdStrike | $347,840 | | 0.0% | 1,085 | 0.2% | Computer and Technology |
LLY Eli Lilly and Company | $338,413 | $91,021 ▼ | -21.2% | 435 | 0.2% | Medical |
VLUE iShares MSCI USA Value Factor ETF | $333,812 | $333,812 ▲ | New Holding | 3,082 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $330,094 | $3,004 ▼ | -0.9% | 1,648 | 0.2% | Finance |
VTR Ventas | $327,421 | $25,123 ▼ | -7.1% | 7,520 | 0.2% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $315,343 | $8,471 ▲ | 2.8% | 3,946 | 0.2% | Manufacturing |
MTUM iShares MSCI USA Momentum Factor ETF | $307,067 | $307,067 ▲ | New Holding | 1,639 | 0.2% | ETF |
PDP Invesco Dorsey Wright Momentum ETF | $289,722 | $289,722 ▲ | New Holding | 2,933 | 0.2% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $282,993 | $282,993 ▲ | New Holding | 7,066 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $282,145 | $2,396 ▼ | -0.8% | 3,533 | 0.2% | Finance |
EXFY Expensify | $274,204 | | 0.0% | 149,024 | 0.2% | Business Services |
BRK.B Berkshire Hathaway | $269,553 | $3,364 ▼ | -1.2% | 641 | 0.2% | Finance |
BAC Bank of America | $268,733 | $19,870 ▼ | -6.9% | 7,087 | 0.2% | Finance |
EMXC iShares MSCI Emerging Markets ex China ETF | $264,477 | | 0.0% | 4,594 | 0.2% | Manufacturing |
DFSI Dimensional International Sustainability Core 1 ETF | $264,343 | $26,128 ▲ | 11.0% | 7,851 | 0.2% | ETF |
DIS Walt Disney | $259,526 | $259,526 ▲ | New Holding | 2,121 | 0.1% | Consumer Discretionary |
ABBV AbbVie | $250,565 | $45,888 ▼ | -15.5% | 1,376 | 0.1% | Medical |
TSLA Tesla | $223,253 | $223,956 ▼ | -50.1% | 1,270 | 0.1% | Auto/Tires/Trucks |
ISRG Intuitive Surgical | $210,320 | $210,320 ▲ | New Holding | 527 | 0.1% | Medical |
SCHF Schwab International Equity ETF | $194,398 | $10,028 ▼ | -4.9% | 4,982 | 0.1% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $164,157 | $164,157 ▲ | New Holding | 5,815 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $162,709 | $3,749 ▼ | -2.3% | 651 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $155,441 | | 0.0% | 680 | 0.1% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $145,077 | $145,077 ▲ | New Holding | 3,658 | 0.1% | ETF |
IMTM iShares MSCI Intl Momentum Factor ETF | $133,931 | $133,931 ▲ | New Holding | 3,414 | 0.1% | ETF |
SHV iShares Short Treasury Bond ETF | $131,100 | $131,100 ▲ | New Holding | 1,186 | 0.1% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $130,280 | | 0.0% | 1,781 | 0.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $122,122 | $96,799 ▲ | 382.3% | 2,011 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $120,263 | $2,211 ▼ | -1.8% | 1,088 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $119,316 | | 0.0% | 354 | 0.1% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $116,606 | $116,606 ▲ | New Holding | 2,227 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $108,246 | $108,246 ▲ | New Holding | 1,006 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $99,283 | $865 ▲ | 0.9% | 1,148 | 0.1% | ETF |
GOOGL Alphabet | $85,577 | $48,901 ▼ | -36.4% | 567 | 0.0% | Computer and Technology |
AVEM Avantis Emerging Markets Equity ETF | $84,332 | $84,332 ▲ | New Holding | 1,455 | 0.0% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $74,450 | $74,450 ▲ | New Holding | 963 | 0.0% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $69,272 | $69,272 ▲ | New Holding | 409 | 0.0% | ETF |
IWM iShares Russell 2000 ETF | $57,833 | | 0.0% | 275 | 0.0% | Finance |
IWR iShares Russell Mid-Cap ETF | $51,463 | | 0.0% | 612 | 0.0% | ETF |
SDY SPDR S&P Dividend ETF | $46,328 | | 0.0% | 353 | 0.0% | ETF |
AXTI AXT | $45,900 | | 0.0% | 10,000 | 0.0% | Computer and Technology |
SUSA iShares MSCI USA ESG Select ETF | $37,691 | $37,691 ▲ | New Holding | 345 | 0.0% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $31,045 | | 0.0% | 409 | 0.0% | ETF |
SOXX iShares Semiconductor ETF | $28,466 | $18,977 ▲ | 200.0% | 126 | 0.0% | ETF |
VOE Vanguard Mid-Cap Value ETF | $27,484 | | 0.0% | 176 | 0.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $25,712 | | 0.0% | 134 | 0.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $24,387 | $24,387 ▲ | New Holding | 249 | 0.0% | Finance |
IVW iShares S&P 500 Growth ETF | $19,759 | | 0.0% | 234 | 0.0% | ETF |
XOP SPDR S&P Oil & Gas Exploration & Production ETF | $16,273 | $16,273 ▲ | New Holding | 105 | 0.0% | ETF |
BWZ SPDR Bloomberg Barclays Short Term International Treasury Bond ETF | $15,552 | $15,552 ▲ | New Holding | 590 | 0.0% | ETF |
PSK SPDR ICE Preferred Securities ETF | $10,461 | | 0.0% | 300 | 0.0% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $7,368 | $7,368 ▲ | New Holding | 138 | 0.0% | Manufacturing |
VTV Vanguard Value ETF | $4,779 | $6,592 ▼ | -58.0% | 29 | 0.0% | ETF |
PGF Invesco Financial Preferred ETF | $4,572 | $4,572 ▲ | New Holding | 300 | 0.0% | Manufacturing |
FXI iShares China Large-Cap ETF | $2,612 | | 0.0% | 109 | 0.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $138 | $138 ▲ | New Holding | 1 | 0.0% | ETF |
PPA Invesco Aerospace & Defense ETF | $102 | $102 ▲ | New Holding | 1 | 0.0% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $53 | $53 ▲ | New Holding | 1 | 0.0% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $49 | | 0.0% | 1 | 0.0% | ETF |
ICLN iShares Global Clean Energy ETF | $3 | $3 ▲ | New Holding | 0 | 0.0% | ETF |
CRM Salesforce | $0 | $247,088 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
PL Planet Labs PBC | $0 | $142,971 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
SCHO Schwab Short-Term U.S. Treasury ETF | $0 | $48,644 ▼ | -100.0% | 0 | 0.0% | ETF |
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF | $0 | $42,166 ▼ | -100.0% | 0 | 0.0% | ETF |
VUG Vanguard Growth ETF | $0 | $7,772 ▼ | -100.0% | 0 | 0.0% | ETF |
VT Vanguard Total World Stock ETF | $0 | $1,543 ▼ | -100.0% | 0 | 0.0% | ETF |
