ISTB iShares Core 1-5 Year USD Bond ETF | $55,000,547 | $3,108,152 ▲ | 6.0% | 1,164,033 | 12.2% | ETF |
VUG Vanguard Growth ETF | $27,367,239 | $764,404 ▲ | 2.9% | 303,709 | 6.1% | ETF |
EFA iShares MSCI EAFE ETF | $27,093,600 | $564,227 ▲ | 2.1% | 260,791 | 6.0% | ETF |
AVDV Avantis International Small Cap Value ETF | $21,073,273 | $820,897 ▲ | 4.1% | 192,661 | 4.7% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $20,288,767 | $1,372,647 ▲ | 7.3% | 412,206 | 4.5% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $17,499,667 | $1,254,880 ▲ | 7.7% | 341,590 | 3.9% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $16,837,063 | $647,443 ▼ | -3.7% | 454,810 | 3.7% | ETF |
GNMA iShares GNMA Bond ETF | $15,341,779 | $1,072,579 ▲ | 7.5% | 366,502 | 3.4% | ETF |
AMERICAN CENTY ETF TR
| $14,653,769 | $991,253 ▲ | 7.3% | 162,333 | 3.3% | AVANTIS US LARG |
AVEM Avantis Emerging Markets Equity ETF | $13,701,124 | $553,400 ▲ | 4.2% | 145,726 | 3.0% | ETF |
AMERICAN CENTY ETF TR
| $13,147,369 | $1,154,948 ▲ | 9.6% | 172,244 | 2.9% | AVAN US VALU ETF |
IVE iShares S&P 500 Value ETF | $11,862,187 | $201,344 ▼ | -1.7% | 51,963 | 2.6% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $10,393,584 | $598,038 ▲ | 6.1% | 88,253 | 2.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $10,277,707 | $288,591 ▲ | 2.9% | 35,186 | 2.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $9,197,924 | $305,188 ▼ | -3.2% | 39,813 | 2.0% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $8,867,748 | $565,522 ▲ | 6.8% | 98,051 | 2.0% | ETF |
VOE Vanguard Mid-Cap Value ETF | $8,837,789 | $163,659 ▼ | -1.8% | 45,199 | 2.0% | ETF |
AVUS Avantis U.S. Equity ETF | $7,422,755 | $111,437 ▲ | 1.5% | 57,950 | 1.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $6,369,854 | $8,108 ▲ | 0.1% | 18,855 | 1.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $5,855,907 | $507,449 ▲ | 9.5% | 76,648 | 1.3% | ETF |
MUB iShares National Muni Bond ETF | $5,852,207 | $3,447,328 ▲ | 143.3% | 57,885 | 1.3% | ETF |
AVIV Avantis International Large Cap Value ETF | $5,583,232 | $474,194 ▲ | 9.3% | 70,115 | 1.2% | ETF |
IVLU iShares MSCI Intl Value Factor ETF | $5,073,429 | $167,357 ▼ | -3.2% | 118,289 | 1.1% | ETF |
CBRE CBRE Group | $4,946,223 | | 0.0% | 38,501 | 1.1% | Real Estate |
USRT iShares Core U.S. REIT ETF | $4,825,528 | $35,470 ▲ | 0.7% | 78,362 | 1.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,238,034 | $282,180 ▼ | -6.2% | 5,557 | 0.9% | ETF |
AAPL Apple | $3,909,594 | $27,640 ▲ | 0.7% | 11,740 | 0.9% | Technology |
SUB iShares Short-Term National Muni Bond ETF | $3,901,160 | $22,894 ▼ | -0.6% | 37,317 | 0.9% | ETF |
VTV Vanguard Value ETF | $3,760,224 | $98,100 ▼ | -2.5% | 17,402 | 0.8% | ETF |
IWN iShares Russell 2000 Value ETF | $3,697,882 | $60,741 ▼ | -1.6% | 17,655 | 0.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $3,398,713 | $331,268 ▲ | 10.8% | 35,950 | 0.8% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $3,152,044 | $66,514 ▼ | -2.1% | 22,889 | 0.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,139,273 | $91,878 ▼ | -2.8% | 70,625 | 0.7% | ETF |
IVW iShares S&P 500 Growth ETF | $2,767,242 | $49,933 ▼ | -1.8% | 19,452 | 0.6% | ETF |
AVDE Avantis International Equity ETF | $2,662,454 | $100,111 ▲ | 3.9% | 29,547 | 0.6% | ETF |
BND Vanguard Total Bond Market ETF | $2,642,186 | $247,488 ▲ | 10.3% | 37,665 | 0.6% | ETF |
ISHARES TR
| $2,628,084 | $222,103 ▼ | -7.8% | 26,103 | 0.6% | 0-3 MTH TREASURY |
SCZ iShares MSCI EAFE Small-Cap ETF | $2,499,339 | $42,294 ▼ | -1.7% | 29,606 | 0.6% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $2,166,404 | $68,879 ▲ | 3.3% | 44,033 | 0.5% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $2,165,777 | $63,823 ▲ | 3.0% | 50,935 | 0.5% | ETF |
EEM iShares MSCI Emerging Markets ETF | $2,081,855 | $34,931 ▼ | -1.7% | 31,170 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $2,059,373 | $34,356 ▲ | 1.7% | 4,136 | 0.5% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,834,068 | $11,972 ▼ | -0.6% | 11,030 | 0.4% | ETF |
IWD iShares Russell 1000 Value ETF | $1,740,219 | $53,057 ▼ | -3.0% | 7,019 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,671,904 | $7,414 ▼ | -0.4% | 23,678 | 0.4% | ETF |
TIP iShares TIPS Bond ETF | $1,613,480 | $14,670 ▲ | 0.9% | 15,508 | 0.4% | ETF |
O Realty Income | $1,561,071 | $1,249 ▼ | -0.1% | 28,749 | 0.3% | Real Estate |
DISV Dimensional International Small Cap Value ETF | $1,544,501 | $17,792 ▼ | -1.1% | 35,678 | 0.3% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $1,542,858 | $2,493 ▼ | -0.2% | 15,475 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,470,808 | $758,819 ▲ | 106.6% | 18,782 | 0.3% | ETF |
IVV iShares Core S&P 500 ETF | $1,363,213 | $101,092 ▲ | 8.0% | 1,780 | 0.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,344,715 | $75,493 ▲ | 5.9% | 28,393 | 0.3% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,134,498 | $3,153 ▼ | -0.3% | 25,546 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $1,111,204 | $70,158 ▼ | -5.9% | 9,028 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,095,696 | | 0.0% | 8,747 | 0.2% | ETF |
DFIV Dimensional International Value ETF | $1,068,658 | $14,133 ▼ | -1.3% | 19,131 | 0.2% | ETF |
IWO iShares Russell 2000 Growth ETF | $1,058,619 | $14,277 ▼ | -1.3% | 2,966 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $1,046,848 | $123,137 ▼ | -10.5% | 2,797 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $973,722 | $1,423 ▼ | -0.1% | 16,417 | 0.2% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $960,582 | $17,681 ▼ | -1.8% | 5,976 | 0.2% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $955,852 | $227,266 ▲ | 31.2% | 41,777 | 0.2% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $946,699 | $114,176 ▲ | 13.7% | 12,255 | 0.2% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $923,334 | $1,313 ▲ | 0.1% | 1,406 | 0.2% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $922,056 | $231,747 ▲ | 33.6% | 41,311 | 0.2% | ETF |
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF | $915,018 | $7,371 ▲ | 0.8% | 19,615 | 0.2% | ETF |
IWV iShares Russell 3000 ETF | $905,623 | $78,562 ▼ | -8.0% | 2,098 | 0.2% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $859,921 | $96,338 ▲ | 12.6% | 39,248 | 0.2% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $830,305 | | 0.0% | 33,265 | 0.2% | ETF |
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF | $810,879 | $70,992 ▼ | -8.1% | 21,999 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $808,663 | $12,265 ▼ | -1.5% | 33,361 | 0.2% | ETF |
QQQ Invesco QQQ | $733,092 | | 0.0% | 991 | 0.2% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $714,831 | $133,989 ▲ | 23.1% | 16,213 | 0.2% | ETF |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $698,327 | $698,327 ▲ | New Holding | 28,797 | 0.2% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $695,147 | $37,706 ▼ | -5.1% | 6,342 | 0.2% | ETF |
NWL Newell Brands | $685,186 | $32 ▼ | 0.0% | 129,770 | 0.2% | Consumer Discretionary |
FIDELITY WISE ORIGIN BITCOIN
| $675,547 | $2,179 ▼ | -0.3% | 9,300 | 0.1% | SHS |
VXUS Vanguard Total International Stock ETF | $623,143 | $16,821 ▼ | -2.6% | 7,335 | 0.1% | ETF |
LLY Eli Lilly and Company | $619,469 | $31,263 ▲ | 5.3% | 535 | 0.1% | Healthcare |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $582,107 | $14,882 ▼ | -2.5% | 24,134 | 0.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $538,603 | | 0.0% | 7,486 | 0.1% | ETF |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $528,331 | $528,331 ▲ | New Holding | 21,950 | 0.1% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $525,144 | $145,454 ▲ | 38.3% | 24,742 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $513,621 | | 0.0% | 3,308 | 0.1% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $486,934 | $32,969 ▲ | 7.3% | 21,460 | 0.1% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $478,245 | $24,294 ▼ | -4.8% | 12,166 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $472,443 | $68,654 ▲ | 17.0% | 929 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $427,713 | | 0.0% | 2,710 | 0.1% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $421,734 | $421,734 ▲ | New Holding | 4,547 | 0.1% | ETF |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | $403,790 | $64,349 ▲ | 19.0% | 20,739 | 0.1% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $401,333 | $16,193 ▼ | -3.9% | 18,985 | 0.1% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $401,036 | $42,172 ▲ | 11.8% | 2,501 | 0.1% | ETF |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | $389,659 | $94,989 ▲ | 32.2% | 20,519 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $387,739 | $31,667 ▼ | -7.6% | 1,102 | 0.1% | ETF |
DE Deere & Company | $383,455 | $383,455 ▲ | New Holding | 571 | 0.1% | Industrials |
IDXX IDEXX Laboratories | $365,533 | | 0.0% | 700 | 0.1% | Healthcare |
VO Vanguard Mid-Cap ETF | $361,359 | $784 ▼ | -0.2% | 4,608 | 0.1% | ETF |
EFV iShares MSCI EAFE Value ETF | $323,129 | $7,123 ▼ | -2.2% | 4,083 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $322,456 | $7,783 ▼ | -2.4% | 1,160 | 0.1% | ETF |
AMZN Amazon.com | $317,666 | $62,786 ▲ | 24.6% | 1,275 | 0.1% | Consumer Discretionary |
FCX Freeport-McMoRan | $315,000 | $1,470 ▼ | -0.5% | 4,500 | 0.1% | Materials |
