DFAC Dimensional U.S. Core Equity 2 ETF | $33,161,750 | $46,556 ▲ | 0.1% | 925,272 | 11.0% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $20,385,483 | $540,085 ▲ | 2.7% | 340,837 | 6.8% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $18,611,314 | $242,098 ▼ | -1.3% | 598,627 | 6.2% | ETF |
DFAU Dimensional US Core Equity Market ETF | $17,802,850 | $4,133,743 ▲ | 30.2% | 420,275 | 5.9% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $15,265,048 | $662,814 ▲ | 4.5% | 514,321 | 5.1% | ETF |
DFGR Dimensional Global Real Estate ETF | $13,714,773 | $362,017 ▲ | 2.7% | 511,173 | 4.6% | ETF |
DFUS Dimensional U.S. Equity ETF | $12,511,026 | $1,241,881 ▼ | -9.0% | 186,676 | 4.2% | ETF |
DFSV Dimensional US Small Cap Value ETF | $11,907,085 | $215,663 ▲ | 1.8% | 404,590 | 4.0% | ETF |
AVDV Avantis International Small Cap Value ETF | $10,814,348 | $483,212 ▲ | 4.7% | 136,407 | 3.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $10,513,356 | $103,736 ▼ | -1.0% | 132,360 | 3.5% | ETF |
DFAI Dimensional International Core Equity Market ETF | $9,776,778 | $1,552,712 ▲ | 18.9% | 282,811 | 3.2% | ETF |
DISV Dimensional International Small Cap Value ETF | $9,641,709 | $655,962 ▼ | -6.4% | 292,972 | 3.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $9,593,560 | $5,739 ▲ | 0.1% | 105,308 | 3.2% | ETF |
MUB iShares National Muni Bond ETF | $8,040,781 | $1,412,256 ▼ | -14.9% | 76,960 | 2.7% | ETF |
PALANTIR TECHNOLOGIES INC
| $7,593,706 | $508,746 ▼ | -6.3% | 55,705 | 2.5% | CL A |
AAPL Apple | $7,326,399 | $90,480 ▼ | -1.2% | 35,709 | 2.4% | Computer and Technology |
SUB iShares Short-Term National Muni Bond ETF | $4,912,270 | $135,903 ▼ | -2.7% | 46,194 | 1.6% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,085,258 | $133,551 ▼ | -3.2% | 75,709 | 1.4% | ETF |
JMUB JPMorgan Municipal ETF | $3,702,102 | $2,875,794 ▲ | 348.0% | 74,579 | 1.2% | ETF |
JNJ Johnson & Johnson | $3,689,974 | $1,289,818 ▲ | 53.7% | 24,157 | 1.2% | Medical |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $3,501,005 | $73,294 ▲ | 2.1% | 69,644 | 1.2% | Manufacturing |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $2,653,417 | $491,654 ▲ | 22.7% | 49,792 | 0.9% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $2,481,304 | $22,576 ▼ | -0.9% | 43,524 | 0.8% | ETF |
AVUS Avantis U.S. Equity ETF | $2,047,352 | $1,888,762 ▲ | 1,191.0% | 20,307 | 0.7% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $2,046,948 | $17,683 ▼ | -0.9% | 29,865 | 0.7% | ETF |
MSFT Microsoft | $1,933,482 | $21,389 ▲ | 1.1% | 3,887 | 0.6% | Computer and Technology |
AVDE Avantis International Equity ETF | $1,904,426 | $157,271 ▲ | 9.0% | 25,732 | 0.6% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,613,009 | $28,907 ▼ | -1.8% | 18,079 | 0.5% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $1,455,150 | $912 ▲ | 0.1% | 4,788 | 0.5% | ETF |
IVE iShares S&P 500 Value ETF | $1,336,478 | | 0.0% | 6,839 | 0.4% | ETF |
BPRN Princeton Bancorp | $1,285,521 | $101,332 ▼ | -7.3% | 42,093 | 0.4% | Finance |
BRK.B Berkshire Hathaway | $1,232,399 | $1,943 ▲ | 0.2% | 2,537 | 0.4% | Finance |
BGRN iShares USD Green Bond ETF | $1,190,273 | $11,918 ▼ | -1.0% | 24,969 | 0.4% | Manufacturing |
NVDA NVIDIA | $1,121,732 | $6,794 ▼ | -0.6% | 7,100 | 0.4% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $1,075,017 | | 0.0% | 9,764 | 0.4% | ETF |
NULV Nuveen ESG Large-Cap Value ETF | $1,074,324 | $19,826 ▼ | -1.8% | 25,631 | 0.4% | ETF |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,067,140 | $14,914 ▼ | -1.4% | 45,938 | 0.4% | Manufacturing |
BND Vanguard Total Bond Market ETF | $1,055,118 | $21,794 ▼ | -2.0% | 14,330 | 0.4% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $1,023,321 | $42,592 ▼ | -4.0% | 12,830 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $907,663 | | 0.0% | 14,635 | 0.3% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $903,036 | $823 ▼ | -0.1% | 8,775 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $868,424 | $4,470 ▼ | -0.5% | 9,715 | 0.3% | Finance |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $842,223 | $33,136 ▲ | 4.1% | 16,648 | 0.3% | Manufacturing |
ESGE iShares ESG Aware MSCI EM ETF | $701,731 | $10,654 ▼ | -1.5% | 17,915 | 0.2% | Manufacturing |
VWO Vanguard FTSE Emerging Markets ETF | $640,496 | $10,436 ▼ | -1.6% | 12,950 | 0.2% | ETF |
AMZN Amazon.com | $609,905 | $878 ▼ | -0.1% | 2,780 | 0.2% | Retail/Wholesale |
NULG Nuveen ESG Large-Cap Growth ETF | $583,712 | $9,771 ▼ | -1.6% | 6,213 | 0.2% | ETF |
PG Procter & Gamble | $572,915 | $12,108 ▼ | -2.1% | 3,596 | 0.2% | Consumer Staples |
AVGO Broadcom | $512,158 | $276 ▲ | 0.1% | 1,858 | 0.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $511,402 | $9,567 ▲ | 1.9% | 1,764 | 0.2% | Finance |
SCHC Schwab International Small-Cap Equity ETF | $501,668 | $31,900 ▼ | -6.0% | 11,779 | 0.2% | ETF |
META Meta Platforms | $475,330 | $738 ▼ | -0.2% | 644 | 0.2% | Computer and Technology |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $451,248 | $7,400 ▼ | -1.6% | 17,928 | 0.1% | Manufacturing |
HD Home Depot | $447,494 | $6,597 ▲ | 1.5% | 1,221 | 0.1% | Retail/Wholesale |
GOOGL Alphabet | $445,862 | $2,643 ▲ | 0.6% | 2,530 | 0.1% | Computer and Technology |
FNDF Schwab Fundamental International Equity ETF | $436,499 | | 0.0% | 10,907 | 0.1% | ETF |
REET iShares Global REIT ETF | $428,496 | $34,432 ▼ | -7.4% | 17,348 | 0.1% | ETF |
ADP Automatic Data Processing | $407,705 | $617 ▼ | -0.2% | 1,322 | 0.1% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $401,626 | $47,975 ▼ | -10.7% | 8,112 | 0.1% | ETF |
XOM Exxon Mobil | $386,679 | $32,556 ▼ | -7.8% | 3,587 | 0.1% | Energy |
IBM International Business Machines | $384,099 | $295 ▼ | -0.1% | 1,303 | 0.1% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $367,543 | | 0.0% | 3,363 | 0.1% | ETF |
MANAGER DIRECTED PORTFOLIOS
| $362,000 | $9,184 ▼ | -2.5% | 34,608 | 0.1% | VERT GLB SUST RE |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $352,993 | | 0.0% | 10,512 | 0.1% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $342,151 | $4,650 ▲ | 1.4% | 9,491 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $319,246 | $11,361 ▲ | 3.7% | 562 | 0.1% | ETF |
BAC Bank of America | $306,823 | $804 ▼ | -0.3% | 6,484 | 0.1% | Finance |
QQQ Invesco QQQ | $288,200 | $20,980 ▲ | 7.9% | 522 | 0.1% | Finance |
SUSA iShares MSCI USA ESG Select ETF | $267,696 | $2,535 ▲ | 1.0% | 2,112 | 0.1% | ETF |
GOOG Alphabet | $262,307 | $887 ▼ | -0.3% | 1,479 | 0.1% | Computer and Technology |
VTV Vanguard Value ETF | $262,272 | | 0.0% | 1,484 | 0.1% | ETF |
PEG Public Service Enterprise Group | $255,517 | $116,519 ▼ | -31.3% | 3,035 | 0.1% | Utilities |
EEM iShares MSCI Emerging Markets ETF | $244,191 | | 0.0% | 5,062 | 0.1% | Finance |
DHR Danaher | $233,708 | $4,149 ▼ | -1.7% | 1,183 | 0.1% | Medical |
VUG Vanguard Growth ETF | $229,722 | $49,978 ▼ | -17.9% | 524 | 0.1% | ETF |
ABBV AbbVie | $229,272 | $18,379 ▲ | 8.7% | 1,235 | 0.1% | Medical |
IWV iShares Russell 3000 ETF | $226,395 | | 0.0% | 645 | 0.1% | ETF |
MA Mastercard | $209,042 | $1,124 ▲ | 0.5% | 372 | 0.1% | Business Services |
SPY SPDR S&P 500 ETF Trust | $206,980 | $12,357 ▼ | -5.6% | 335 | 0.1% | Finance |
VZ Verizon Communications | $205,966 | $36,390 ▼ | -15.0% | 4,760 | 0.1% | Computer and Technology |
MRK Merck & Co., Inc. | $200,909 | $20,582 ▼ | -9.3% | 2,538 | 0.1% | Medical |
SCHE Schwab Emerging Markets Equity ETF | $200,884 | | 0.0% | 6,665 | 0.1% | ETF |
RCL Royal Caribbean Cruises | $191,955 | $313 ▼ | -0.2% | 613 | 0.1% | Consumer Discretionary |
ORLY O'Reilly Automotive | $190,625 | $177,917 ▲ | 1,400.0% | 2,115 | 0.1% | Retail/Wholesale |
GS The Goldman Sachs Group | $184,723 | | 0.0% | 261 | 0.1% | Finance |
DIS Walt Disney | $181,037 | $1,240 ▼ | -0.7% | 1,460 | 0.1% | Consumer Discretionary |
MCD McDonald's | $170,777 | $3,211 ▼ | -1.8% | 585 | 0.1% | Retail/Wholesale |
ICF iShares Select U.S. REIT ETF | $169,734 | | 0.0% | 2,775 | 0.1% | ETF |
ETN Eaton | $169,571 | $1,071 ▲ | 0.6% | 475 | 0.1% | Industrials |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $167,952 | | 0.0% | 6,710 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $164,313 | | 0.0% | 387 | 0.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $162,286 | $48,502 ▼ | -23.0% | 1,944 | 0.1% | ETF |
ISHARES BITCOIN TRUST ETF
| $161,656 | $9,182 ▼ | -5.4% | 2,641 | 0.1% | SHS BEN INT |
IFGL iShares International Developed Real Estate ETF | $160,831 | $12,269 ▲ | 8.3% | 7,079 | 0.1% | Manufacturing |
LINDE PLC
| $157,303 | | 0.0% | 335 | 0.1% | SHS |
CSCO Cisco Systems | $153,747 | $347 ▼ | -0.2% | 2,216 | 0.1% | Computer and Technology |
V Visa | $151,962 | $1,065 ▼ | -0.7% | 428 | 0.1% | Business Services |
T AT&T | $149,469 | $1,678 ▼ | -1.1% | 5,165 | 0.0% | Computer and Technology |
LLY Eli Lilly and Company | $148,111 | $22,606 ▲ | 18.0% | 190 | 0.0% | Medical |
TSLA Tesla | $142,542 | $4,762 ▲ | 3.5% | 449 | 0.0% | Auto/Tires/Trucks |
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