IVV iShares Core S&P 500 ETF | $37,380,299 | $1,783,237 ▼ | -4.6% | 60,203 | 14.8% | ETF |
SCHX Schwab US Large-Cap ETF | $32,437,770 | $1,235,638 ▼ | -3.7% | 1,327,241 | 12.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $16,032,584 | $55,431 ▲ | 0.3% | 192,053 | 6.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $12,755,688 | $461,532 ▼ | -3.5% | 116,714 | 5.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $8,813,901 | $472,136 ▲ | 5.7% | 106,371 | 3.5% | Manufacturing |
ISTB iShares Core 1-5 Year USD Bond ETF | $8,134,475 | $180,492 ▼ | -2.2% | 167,204 | 3.2% | Manufacturing |
SHV iShares Short Treasury Bond ETF | $7,979,391 | $436,601 ▲ | 5.8% | 72,264 | 3.2% | ETF |
SCHA Schwab US Small-Cap ETF | $7,372,622 | $78,860 ▼ | -1.1% | 291,408 | 2.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $7,316,198 | $95,119 ▼ | -1.3% | 204,135 | 2.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $6,317,093 | $52,099 ▲ | 0.8% | 80,268 | 2.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $5,343,362 | $656,799 ▼ | -10.9% | 8,648 | 2.1% | Finance |
IVW iShares S&P 500 Growth ETF | $4,673,084 | | 0.0% | 42,444 | 1.9% | ETF |
IVE iShares S&P 500 Value ETF | $3,881,558 | $528,797 ▲ | 15.8% | 19,863 | 1.5% | ETF |
DFIS Dimensional International Small Cap ETF | $3,719,735 | $334,894 ▲ | 9.9% | 124,656 | 1.5% | ETF |
JPM JPMorgan Chase & Co. | $2,865,418 | $28,121 ▼ | -1.0% | 9,884 | 1.1% | Finance |
DISV Dimensional International Small Cap Value ETF | $2,618,023 | $232,674 ▲ | 9.8% | 79,551 | 1.0% | ETF |
AVUS Avantis U.S. Equity ETF | $2,557,937 | $28,129 ▲ | 1.1% | 25,371 | 1.0% | ETF |
TSLA Tesla | $2,465,042 | $63,532 ▼ | -2.5% | 7,760 | 1.0% | Auto/Tires/Trucks |
EFA iShares MSCI EAFE ETF | $2,371,825 | $84,386 ▼ | -3.4% | 26,533 | 0.9% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $2,335,281 | $433,245 ▲ | 22.8% | 43,278 | 0.9% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $2,174,040 | $595,561 ▲ | 37.7% | 34,124 | 0.9% | ETF |
DFLV Dimensional US Large Cap Value ETF | $2,067,545 | $234,914 ▲ | 12.8% | 66,652 | 0.8% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,922,625 | $1,493 ▲ | 0.1% | 23,187 | 0.8% | ETF |
LLY Eli Lilly and Company | $1,744,596 | $33,520 ▲ | 2.0% | 2,238 | 0.7% | Medical |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,739,934 | $275,162 ▼ | -13.7% | 23,940 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $1,731,126 | $1,672,059 ▲ | 2,830.8% | 3,048 | 0.7% | ETF |
DFCF Dimensional Core Fixed Income ETF | $1,635,404 | $40,316 ▼ | -2.4% | 38,699 | 0.6% | ETF |
AAPL Apple | $1,586,515 | $2,667 ▼ | -0.2% | 7,733 | 0.6% | Computer and Technology |
MSFT Microsoft | $1,559,380 | $26,363 ▼ | -1.7% | 3,135 | 0.6% | Computer and Technology |
AVDE Avantis International Equity ETF | $1,546,273 | $1,702 ▲ | 0.1% | 20,893 | 0.6% | ETF |
DFGR Dimensional Global Real Estate ETF | $1,498,080 | $160,256 ▲ | 12.0% | 55,836 | 0.6% | ETF |
IWB iShares Russell 1000 ETF | $1,495,127 | $893,069 ▲ | 148.3% | 4,403 | 0.6% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $1,469,869 | $59,860 ▲ | 4.2% | 9,773 | 0.6% | Manufacturing |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,430,698 | $30,246 ▼ | -2.1% | 29,800 | 0.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,313,697 | $40,040 ▲ | 3.1% | 21,884 | 0.5% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,297,250 | $384,890 ▲ | 42.2% | 44,810 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $1,282,440 | $392,306 ▲ | 44.1% | 5,943 | 0.5% | Finance |
REET iShares Global REIT ETF | $1,246,962 | $16,549 ▼ | -1.3% | 50,484 | 0.5% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,222,791 | $5,140 ▼ | -0.4% | 41,634 | 0.5% | ETF |
IWN iShares Russell 2000 Value ETF | $1,183,820 | $1,893 ▲ | 0.2% | 7,504 | 0.5% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $1,140,098 | $45,203 ▼ | -3.8% | 38,413 | 0.5% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,067,993 | $136,761 ▼ | -11.4% | 22,139 | 0.4% | Finance |
DFIV Dimensional International Value ETF | $1,064,454 | $333,817 ▲ | 45.7% | 24,853 | 0.4% | ETF |
EFG iShares MSCI EAFE Growth ETF | $961,520 | $20,832 ▲ | 2.2% | 8,585 | 0.4% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $957,470 | $11,049 ▲ | 1.2% | 20,711 | 0.4% | Manufacturing |
IJS iShares S&P Small-Cap 600 Value ETF | $942,568 | $127,845 ▼ | -11.9% | 9,474 | 0.4% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $908,528 | $72,740 ▲ | 8.7% | 11,341 | 0.4% | ETF |
IBM International Business Machines | $849,549 | $884 ▼ | -0.1% | 2,882 | 0.3% | Computer and Technology |
META Meta Platforms | $798,613 | $2,214 ▼ | -0.3% | 1,082 | 0.3% | Computer and Technology |
VFH Vanguard Financials ETF | $764,564 | | 0.0% | 6,006 | 0.3% | ETF |
MA Mastercard | $752,518 | | 0.0% | 1,339 | 0.3% | Business Services |
SUSA iShares MSCI USA ESG Select ETF | $704,096 | $83,528 ▲ | 13.5% | 5,555 | 0.3% | ETF |
XOM Exxon Mobil | $679,206 | $262,585 ▼ | -27.9% | 6,301 | 0.3% | Energy |
IJH iShares Core S&P Mid-Cap ETF | $672,111 | $46,391 ▼ | -6.5% | 10,837 | 0.3% | ETF |
IWD iShares Russell 1000 Value ETF | $671,647 | $182,188 ▼ | -21.3% | 3,458 | 0.3% | ETF |
NFLX Netflix | $660,191 | $1,339 ▼ | -0.2% | 493 | 0.3% | Consumer Discretionary |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $654,724 | $51,708 ▼ | -7.3% | 5,394 | 0.3% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $617,589 | $11,309 ▼ | -1.8% | 9,011 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $598,954 | | 0.0% | 1,233 | 0.2% | Finance |
DFAI Dimensional International Core Equity Market ETF | $590,421 | $49,885 ▲ | 9.2% | 17,079 | 0.2% | ETF |
NVDA NVIDIA | $582,983 | $7,899 ▼ | -1.3% | 3,690 | 0.2% | Computer and Technology |
DFAU Dimensional US Core Equity Market ETF | $565,252 | $2,330 ▼ | -0.4% | 13,344 | 0.2% | ETF |
IWO iShares Russell 2000 Growth ETF | $559,428 | | 0.0% | 1,957 | 0.2% | ETF |
COST Costco Wholesale | $514,643 | | 0.0% | 520 | 0.2% | Retail/Wholesale |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $505,053 | $63,566 ▲ | 14.4% | 12,220 | 0.2% | ETF |
WFC Wells Fargo & Company | $492,337 | | 0.0% | 6,145 | 0.2% | Finance |
ABBV AbbVie | $490,965 | $2,227 ▼ | -0.5% | 2,645 | 0.2% | Medical |
SCHB Schwab US Broad Market ETF | $472,556 | | 0.0% | 19,830 | 0.2% | ETF |
GOOGL Alphabet | $458,903 | $35,246 ▼ | -7.1% | 2,604 | 0.2% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $456,616 | $1,368,673 ▼ | -75.0% | 6,609 | 0.2% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $456,360 | $14,523 ▲ | 3.3% | 11,627 | 0.2% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $452,987 | $20,784 ▼ | -4.4% | 10,636 | 0.2% | ETF |
GE GE Aerospace | $446,314 | | 0.0% | 1,734 | 0.2% | Aerospace |
PG Procter & Gamble | $432,260 | $3,346 ▼ | -0.8% | 2,713 | 0.2% | Consumer Staples |
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF | $427,357 | $2,456 ▼ | -0.6% | 11,485 | 0.2% | ETF |
AVSF Avantis Short-Term Fixed Income ETF | $421,958 | $15,238 ▼ | -3.5% | 8,972 | 0.2% | ETF |
WMT Walmart | $402,854 | $587 ▲ | 0.1% | 4,120 | 0.2% | Retail/Wholesale |
AVGO Broadcom | $394,731 | $3,583 ▲ | 0.9% | 1,432 | 0.2% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $385,303 | $1,702,976 ▼ | -81.5% | 5,233 | 0.2% | ETF |
GS The Goldman Sachs Group | $383,601 | $2,123 ▼ | -0.6% | 542 | 0.2% | Finance |
MDLZ Mondelez International | $381,083 | $18,006 ▼ | -4.5% | 5,651 | 0.2% | Consumer Staples |
VYM Vanguard High Dividend Yield ETF | $375,567 | | 0.0% | 2,817 | 0.1% | ETF |
DE Deere & Company | $367,638 | | 0.0% | 723 | 0.1% | Industrials |
JNJ Johnson & Johnson | $364,309 | $117,312 ▼ | -24.4% | 2,385 | 0.1% | Medical |
KO CocaCola | $362,444 | $231,347 ▼ | -39.0% | 5,123 | 0.1% | Consumer Staples |
FNDX Schwab Fundamental U.S. Large Company ETF | $360,493 | $3,264 ▼ | -0.9% | 14,690 | 0.1% | ETF |
PEP PepsiCo | $359,017 | $282,302 ▼ | -44.0% | 2,719 | 0.1% | Consumer Staples |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $356,027 | $62,800 ▲ | 21.4% | 7,489 | 0.1% | ETF |
TSM Taiwan Semiconductor Manufacturing | $351,739 | $4,303 ▼ | -1.2% | 1,553 | 0.1% | Computer and Technology |
AMZN Amazon.com | $350,585 | | 0.0% | 1,598 | 0.1% | Retail/Wholesale |
HD Home Depot | $338,019 | $300,258 ▼ | -47.0% | 922 | 0.1% | Retail/Wholesale |
TFC Truist Financial | $330,507 | | 0.0% | 7,688 | 0.1% | Finance |
FNDC Schwab Fundamental International Small Equity ETF | $330,387 | $22,917 ▼ | -6.5% | 7,857 | 0.1% | ETF |
SO Southern | $320,028 | $16,621 ▲ | 5.5% | 3,485 | 0.1% | Utilities |
ABT Abbott Laboratories | $316,767 | | 0.0% | 2,329 | 0.1% | Medical |
ESGD iShares ESG Aware MSCI EAFE ETF | $310,040 | $50,053 ▲ | 19.3% | 3,475 | 0.1% | Manufacturing |
RTX RTX | $303,722 | | 0.0% | 2,080 | 0.1% | Aerospace |
CMI Cummins | $303,593 | | 0.0% | 927 | 0.1% | Auto/Tires/Trucks |
MCO Moody's | $303,462 | | 0.0% | 605 | 0.1% | Finance |
ADSK Autodesk | $301,521 | $929 ▼ | -0.3% | 974 | 0.1% | Computer and Technology |
