DFAC Dimensional U.S. Core Equity 2 ETF | $36,262,093 | $53,977 â–¼ | -0.1% | 933,147 | 9.5% | ETF |
DIMENSIONAL ETF TRUST
| $32,482,648 | $1,825,645 â–² | 6.0% | 619,301 | 8.5% | DIMENSIONAL INTE |
DFAU Dimensional US Core Equity Market ETF | $30,343,066 | $4,449,735 â–² | 17.2% | 672,497 | 8.0% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $23,817,998 | $1,144,850 â–² | 5.0% | 399,966 | 6.3% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $20,635,257 | $550,466 â–¼ | -2.6% | 580,784 | 5.4% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $19,396,681 | $28,366 â–² | 0.1% | 561,409 | 5.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $17,139,051 | $1,452,896 â–² | 9.3% | 439,914 | 4.5% | ETF |
DFGR Dimensional Global Real Estate ETF | $16,165,054 | $1,032,367 â–² | 6.8% | 608,166 | 4.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $14,318,727 | $31,156 â–¼ | -0.2% | 143,388 | 3.8% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $13,357,658 | $678,505 â–² | 5.4% | 120,917 | 3.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $12,443,358 | $637,481 â–¼ | -4.9% | 175,481 | 3.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $11,839,982 | $1,154,078 â–¼ | -8.9% | 337,899 | 3.1% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $9,955,398 | $517,882 â–¼ | -4.9% | 116,916 | 2.6% | ETF |
DISV Dimensional International Small Cap Value ETF | $9,034,680 | $832,697 â–¼ | -8.4% | 229,074 | 2.4% | ETF |
PALANTIR TECHNOLOGIES INC
| $8,124,538 | $18,285 â–¼ | -0.2% | 55,541 | 2.1% | CL A |
AAPL Apple | $7,958,980 | $132,480 â–² | 1.7% | 31,360 | 2.1% | Computer and Technology |
MUB iShares National Muni Bond ETF | $7,088,697 | $401,247 â–¼ | -5.4% | 66,780 | 1.9% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $5,173,025 | $126,522 â–² | 2.5% | 48,573 | 1.4% | ETF |
JMUB JPMorgan Municipal ETF | $4,906,519 | $236,653 â–² | 5.1% | 98,150 | 1.3% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,481,975 | $53,020 â–¼ | -1.2% | 71,769 | 1.2% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $3,349,898 | $188,362 â–¼ | -5.3% | 67,065 | 0.9% | Manufacturing |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $2,728,643 | $78,021 â–¼ | -2.8% | 51,271 | 0.7% | Manufacturing |
JNJ Johnson & Johnson | $2,604,838 | $25,667 â–² | 1.0% | 10,656 | 0.7% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $2,497,967 | $40,242 â–¼ | -1.6% | 38,982 | 0.7% | ETF |
AVUS Avantis U.S. Equity ETF | $2,315,435 | | 0.0% | 20,826 | 0.6% | ETF |
AVDE Avantis International Equity ETF | $2,162,742 | $20,362 â–¼ | -0.9% | 25,492 | 0.6% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $2,096,450 | $69,541 â–¼ | -3.2% | 26,017 | 0.6% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,814,581 | $12,335 â–² | 0.7% | 18,977 | 0.5% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $1,552,801 | $418,037 â–¼ | -21.2% | 4,840 | 0.4% | ETF |
IVE iShares S&P 500 Value ETF | $1,512,679 | | 0.0% | 7,164 | 0.4% | ETF |
BPRN Princeton Bancorp | $1,318,415 | $2,803 â–¼ | -0.2% | 39,041 | 0.3% | Finance |
NULV Nuveen ESG Large-Cap Value ETF | $1,318,181 | $31,395 â–² | 2.4% | 28,971 | 0.3% | ETF |
MSFT Microsoft | $1,296,905 | $131,763 â–¼ | -9.2% | 3,504 | 0.3% | Computer and Technology |
BGRN iShares USD Green Bond ETF | $1,291,038 | $26,014 â–² | 2.1% | 27,196 | 0.3% | Manufacturing |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,206,423 | $29,732 â–² | 2.5% | 52,141 | 0.3% | Manufacturing |
BRK.B Berkshire Hathaway | $1,206,147 | $6,709 â–² | 0.6% | 2,517 | 0.3% | Finance |
NVDA NVIDIA | $1,117,385 | $94,002 â–¼ | -7.8% | 6,407 | 0.3% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $1,084,499 | $108,586 â–¼ | -9.1% | 9,588 | 0.3% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $1,058,170 | $68,515 â–² | 6.9% | 20,958 | 0.3% | Manufacturing |
BND Vanguard Total Bond Market ETF | $1,037,956 | | 0.0% | 14,095 | 0.3% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $1,028,653 | $43,601 â–¼ | -4.1% | 10,876 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,022,067 | $33,765 â–² | 3.4% | 15,135 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $943,618 | $2,428 â–¼ | -0.3% | 9,715 | 0.2% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $920,941 | $7,447 â–² | 0.8% | 8,904 | 0.2% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $789,178 | $11,686 â–¼ | -1.5% | 17,356 | 0.2% | Manufacturing |
GOOGL Alphabet | $730,403 | $8,627 â–² | 1.2% | 2,540 | 0.2% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $671,614 | $1,351 â–¼ | -0.2% | 12,426 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $649,212 | $132,372 â–² | 25.6% | 2,207 | 0.2% | Finance |
XOM ExxonMobil | $620,447 | $15,948 â–² | 2.6% | 3,657 | 0.2% | Energy |
AMZN Amazon.com | $605,441 | $27,283 â–² | 4.7% | 2,907 | 0.2% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $585,957 | $26,014 â–² | 4.6% | 901 | 0.2% | Finance |
NULG Nuveen ESG Large-Cap Growth ETF | $565,829 | $7,275 â–² | 1.3% | 6,222 | 0.1% | ETF |
FNDF Schwab Fundamental International Equity ETF | $527,026 | $6,654 â–¼ | -1.2% | 10,771 | 0.1% | ETF |
PG Procter & Gamble | $508,574 | $25,855 â–² | 5.4% | 3,521 | 0.1% | Consumer Staples |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $501,150 | $8,497 â–² | 1.7% | 19,994 | 0.1% | Manufacturing |
AVGO Broadcom | $481,289 | $1,857 â–² | 0.4% | 1,555 | 0.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $469,971 | $160,245 â–² | 51.7% | 786 | 0.1% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $447,583 | $26,922 â–¼ | -5.7% | 9,576 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $435,781 | | 0.0% | 1,022 | 0.1% | ETF |
META Meta Platforms | $433,904 | $74,416 â–² | 20.7% | 758 | 0.1% | Computer and Technology |
MANAGER DIRECTED PORTFOLIOS
| $423,861 | $16,518 â–² | 4.1% | 41,032 | 0.1% | VERT GLB SUST RE |
IJR iShares Core S&P Small-Cap ETF | $418,055 | $1,243 â–² | 0.3% | 3,363 | 0.1% | ETF |
NUMV Nuveen ESG Mid-Cap Value ETF | $415,886 | $8,956 â–² | 2.2% | 10,727 | 0.1% | ETF |
BNDX Vanguard Total International Bond ETF | $405,975 | $16,193 â–² | 4.2% | 8,449 | 0.1% | ETF |
HD Home Depot | $393,075 | $5,592 â–¼ | -1.4% | 1,195 | 0.1% | Retail/Wholesale |
GOOG Alphabet | $382,372 | $34,422 â–¼ | -8.3% | 1,333 | 0.1% | Computer and Technology |
REET iShares Global REIT ETF | $334,495 | $26,835 â–¼ | -7.4% | 13,300 | 0.1% | ETF |
QQQ Invesco QQQ | $329,825 | $28,304 â–² | 9.4% | 571 | 0.1% | Finance |
IBM International Business Machines | $309,048 | $6,060 â–² | 2.0% | 1,275 | 0.1% | Computer and Technology |
BAC Bank of America | $301,227 | $9,506 â–² | 3.3% | 6,179 | 0.1% | Finance |
MRK Merck & Co., Inc. | $299,643 | $5,774 â–¼ | -1.9% | 2,491 | 0.1% | Medical |
ABBV AbbVie | $286,894 | $25,014 â–² | 9.6% | 1,319 | 0.1% | Medical |
EEM iShares MSCI Emerging Markets ETF | $284,916 | | 0.0% | 5,017 | 0.1% | Finance |
VTV Vanguard Value ETF | $272,118 | $94,761 â–¼ | -25.8% | 1,387 | 0.1% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $266,446 | | 0.0% | 2,017 | 0.1% | ETF |
GS The Goldman Sachs Group | $260,565 | $14,382 â–² | 5.8% | 308 | 0.1% | Finance |
VUG Vanguard Growth ETF | $245,040 | $12,230 â–¼ | -4.8% | 561 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $239,089 | | 0.0% | 645 | 0.1% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $232,131 | $7,547 â–¼ | -3.1% | 6,921 | 0.1% | ETF |
ADP Automatic Data Processing | $230,813 | $37,385 â–¼ | -13.9% | 1,136 | 0.1% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $219,653 | | 0.0% | 1,028 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $213,846 | $5,766 â–¼ | -2.6% | 6,490 | 0.1% | ETF |
ETN Eaton | $205,303 | $35,767 â–² | 21.1% | 574 | 0.1% | Industrials |
ORLY O'Reilly Automotive | $195,236 | | 0.0% | 2,115 | 0.1% | Retail/Wholesale |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $190,153 | $190,153 â–² | New Holding | 2,075 | 0.0% | ETF |
MA Mastercard | $189,372 | $6,496 â–² | 3.6% | 379 | 0.0% | Business Services |
VZ Verizon Communications | $186,744 | $351 â–² | 0.2% | 3,720 | 0.0% | Computer and Technology |
AMAT Applied Materials | $181,491 | $8,545 â–² | 4.9% | 531 | 0.0% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $175,991 | $362 â–¼ | -0.2% | 1,944 | 0.0% | ETF |
LLY Eli Lilly and Company | $173,837 | $6,438 â–¼ | -3.6% | 189 | 0.0% | Medical |
ICF iShares Select U.S. REIT ETF | $171,760 | | 0.0% | 2,775 | 0.0% | ETF |
MCD McDonald's | $171,715 | $4,347 â–¼ | -2.5% | 553 | 0.0% | Retail/Wholesale |
VGT Vanguard Information Technology ETF | $171,428 | | 0.0% | 246 | 0.0% | ETF |
RCL Royal Caribbean Cruises | $168,135 | | 0.0% | 611 | 0.0% | Consumer Discretionary |
COST Costco Wholesale | $165,071 | | 0.0% | 166 | 0.0% | Retail/Wholesale |
TSLA Tesla | $163,840 | | 0.0% | 441 | 0.0% | Auto/Tires/Trucks |
VDE Vanguard Energy ETF | $162,590 | $17,643 â–¼ | -9.8% | 940 | 0.0% | ETF |
EWY iShares MSCI South Korea ETF | $162,374 | | 0.0% | 1,320 | 0.0% | ETF |
LINDE PLC
| $160,265 | $5,458 â–² | 3.5% | 323 | 0.0% | SHS |
ISHARES BITCOIN TRUST ETF
| $154,142 | $34,386 â–² | 28.7% | 4,012 | 0.0% | SHS BEN INT |
