DFAC Dimensional U.S. Core Equity 2 ETF | $118,730,024 | $1,730,260 ▼ | -1.4% | 2,671,092 | 18.8% | ETF |
DFAI Dimensional International Core Equity Market ETF | $80,656,964 | $529,517 ▲ | 0.7% | 1,946,825 | 12.8% | ETF |
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $58,327,122 | $6,758,864 ▲ | 13.1% | 635,372 | 9.2% | ETF |
MSFT Microsoft | $53,298,104 | $4,698,173 ▼ | -8.1% | 103,915 | 8.4% | Technology |
DFAE Dimensional Emerging Core Equity Market ETF | $52,380,462 | $120,210 ▲ | 0.2% | 1,332,497 | 8.3% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $44,376,269 | $2,488,344 ▼ | -5.3% | 954,903 | 7.0% | ETF |
DFA INVT DIMENSIONS GROUP IN
| $35,572,182 | $35,572,182 ▲ | New Holding | 1,472,359 | 5.6% | REAL ESTATE SECU |
DFNM Dimensional National Municipal Bond ETF | $15,885,505 | $10,977,372 ▼ | -40.9% | 345,112 | 2.5% | ETF |
AMZN Amazon.com | $10,808,062 | $399,883 ▼ | -3.6% | 43,380 | 1.7% | Consumer Discretionary |
NVDA NVIDIA | $10,266,298 | $155,069 ▼ | -1.5% | 44,953 | 1.6% | Technology |
DFSU Dimensional US Sustainability Core 1 ETF | $7,006,532 | $563,304 ▲ | 8.7% | 148,538 | 1.1% | ETF |
GOOG Alphabet | $6,607,229 | $437,506 ▼ | -6.2% | 19,391 | 1.0% | Communication Services |
AAPL Apple | $6,547,775 | $754,283 ▲ | 13.0% | 19,662 | 1.0% | Technology |
DFSI Dimensional International Sustainability Core 1 ETF | $6,453,348 | $53,978 ▲ | 0.8% | 142,868 | 1.0% | ETF |
COST Costco Wholesale | $6,198,475 | $365,045 ▼ | -5.6% | 6,809 | 1.0% | Consumer Staples |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $5,539,465 | $33,281 ▼ | -0.6% | 149,634 | 0.9% | ETF |
AVGO Broadcom | $4,609,829 | $1,582,500 ▲ | 52.3% | 13,126 | 0.7% | Technology |
IVV iShares Core S&P 500 ETF | $4,606,160 | $1,043,930 ▲ | 29.3% | 6,014 | 0.7% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $3,977,708 | $180,055 ▲ | 4.7% | 82,269 | 0.6% | ETF |
DFUS Dimensional U.S. Equity ETF | $3,942,347 | $348,560 ▲ | 9.7% | 47,481 | 0.6% | ETF |
DISV Dimensional International Small Cap Value ETF | $3,840,442 | $473,031 ▲ | 14.0% | 88,714 | 0.6% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $3,775,679 | $4,873 ▼ | -0.1% | 76,710 | 0.6% | ETF |
DFA INVT DIMENSIONS GROUP IN
| $3,687,962 | $3,687,962 ▲ | New Holding | 98,424 | 0.6% | U.S. SML CP VAL |
LAM RESEARCH CORP
| $3,330,572 | $76,546 ▲ | 2.4% | 10,138 | 0.5% | COM NEW |
AVUS Avantis U.S. Equity ETF | $3,087,481 | $101,832 ▼ | -3.2% | 24,104 | 0.5% | ETF |
DFSB Dimensional Global Sustainability Fixed Income ETF | $2,944,733 | $135,617 ▼ | -4.4% | 59,430 | 0.5% | ETF |
DFA INVT DIMENSIONS GROUP IN
| $2,886,174 | $2,886,174 ▲ | New Holding | 68,866 | 0.5% | U.S. HIGH RELATI |
DIHP Dimensional International High Profitability ETF | $2,517,148 | $31,163 ▲ | 1.3% | 74,715 | 0.4% | ETF |
ORCL Oracle | $2,472,087 | $174,371 ▼ | -6.6% | 18,005 | 0.4% | Technology |
AVDE Avantis International Equity ETF | $2,416,930 | $118,945 ▲ | 5.2% | 26,822 | 0.4% | ETF |
GOOGL Alphabet | $2,247,755 | $13,762 ▲ | 0.6% | 6,533 | 0.4% | Communication Services |
META Meta Platforms | $2,235,146 | $327,077 ▼ | -12.8% | 3,082 | 0.4% | Communication Services |
VOO Vanguard S&P 500 ETF | $2,080,020 | $770,196 ▲ | 58.8% | 2,968 | 0.3% | ETF |
RBLX Roblox | $1,902,879 | $34,743 ▼ | -1.8% | 44,911 | 0.3% | Communication Services |
PCAR PACCAR | $1,721,755 | $2,306 ▲ | 0.1% | 15,679 | 0.3% | Industrials |
VTI Vanguard Total Stock Market ETF | $1,653,559 | $77,101 ▲ | 4.9% | 4,418 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,639,749 | $453,238 ▲ | 38.2% | 23,223 | 0.3% | ETF |
ABBV AbbVie | $1,574,249 | $9,940 ▲ | 0.6% | 6,018 | 0.2% | Healthcare |
DFUV Dimensional US Marketwide Value ETF | $1,523,830 | $119,240 ▼ | -7.3% | 27,706 | 0.2% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $1,481,661 | $151,936 ▲ | 11.4% | 15,759 | 0.2% | ETF |
TSLA Tesla | $1,302,007 | $8,514 ▲ | 0.7% | 3,670 | 0.2% | Consumer Discretionary |
VOOG Vanguard S&P 500 Growth ETF | $1,238,820 | $1,238,820 ▲ | New Holding | 14,493 | 0.2% | ETF |
DHR Danaher | $1,222,515 | $4,874 ▲ | 0.4% | 5,518 | 0.2% | Healthcare |
AMAT Applied Materials | $1,176,174 | $16,364 ▲ | 1.4% | 2,300 | 0.2% | Technology |
VGT Vanguard Information Technology ETF | $1,130,698 | $8,672 ▼ | -0.8% | 8,997 | 0.2% | ETF |
PRCH Porch Group | $1,123,550 | $224,910 ▼ | -16.7% | 67,440 | 0.2% | Technology |
AMD Advanced Micro Devices | $1,116,679 | $176,833 ▲ | 18.8% | 1,825 | 0.2% | Technology |
SPY SPDR S&P 500 ETF Trust | $1,086,447 | $3,050 ▲ | 0.3% | 1,425 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $1,009,595 | $8,961 ▲ | 0.9% | 2,028 | 0.2% | Finance |
SPMO Invesco S&P 500 Momentum ETF | $931,787 | | 0.0% | 6,147 | 0.1% | ETF |
V Visa | $924,717 | $15,813 ▲ | 1.7% | 2,573 | 0.1% | Finance |
DFIV Dimensional International Value ETF | $867,270 | $72,617 ▲ | 9.1% | 15,526 | 0.1% | ETF |
QQQ Invesco QQQ | $837,448 | $59,184 ▲ | 7.6% | 1,132 | 0.1% | ETF |
DELL Dell Technologies | $824,139 | $33,353 ▲ | 4.2% | 1,532 | 0.1% | Technology |
VUG Vanguard Growth ETF | $787,742 | | 0.0% | 8,742 | 0.1% | ETF |
DIMENSIONAL ETF TRUST
| $780,251 | $37,535 ▲ | 5.1% | 9,479 | 0.1% | WORLD EQUITY ETF |
JNJ Johnson & Johnson | $768,917 | $4,766 ▼ | -0.6% | 2,904 | 0.1% | Healthcare |
MU Micron Technology | $763,796 | $22,371 ▲ | 3.0% | 717 | 0.1% | Technology |
VXUS Vanguard Total International Stock ETF | $749,944 | $5,098 ▲ | 0.7% | 8,827 | 0.1% | ETF |
SCHX Schwab US Large-Cap ETF | $730,624 | $426,152 ▲ | 140.0% | 24,354 | 0.1% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $689,245 | | 0.0% | 6,062 | 0.1% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $661,144 | | 0.0% | 4,878 | 0.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $643,272 | $3,322 ▼ | -0.5% | 9,682 | 0.1% | ETF |
MA Mastercard | $614,178 | $30,323 ▲ | 5.2% | 1,114 | 0.1% | Finance |
JPM JPMorgan Chase & Co. | $586,085 | $9,592 ▲ | 1.7% | 1,772 | 0.1% | Finance |
TMUS T-Mobile US | $583,037 | $583,037 ▲ | New Holding | 3,575 | 0.1% | Communication Services |
DFCA Dimensional California Municipal Bond ETF | $498,152 | $314,146 ▼ | -38.7% | 10,450 | 0.1% | ETF |
CRWD CrowdStrike | $496,671 | $377,004 ▲ | 315.0% | 1,876 | 0.1% | Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $493,192 | $493,192 ▲ | New Holding | 2,966 | 0.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $461,150 | $461,150 ▲ | New Holding | 6,036 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $457,897 | $113,169 ▲ | 32.8% | 7,720 | 0.1% | ETF |
CRM Salesforce | $457,703 | $16,986 ▲ | 3.9% | 1,994 | 0.1% | Technology |
VO Vanguard Mid-Cap ETF | $454,250 | $1,098 ▲ | 0.2% | 5,793 | 0.1% | ETF |
ROUS Hartford Multifactor US Equity ETF | $443,618 | | 0.0% | 6,681 | 0.1% | ETF |
PALANTIR TECHNOLOGIES INC
| $430,215 | $14,029 ▲ | 3.4% | 2,300 | 0.1% | CL A |
IJR iShares Core S&P Small-Cap ETF | $430,023 | $198,483 ▲ | 85.7% | 3,161 | 0.1% | ETF |
FNDX Schwab Fundamental U.S. Large Company ETF | $427,992 | $427,992 ▲ | New Holding | 13,600 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $427,470 | $83,838 ▲ | 24.4% | 5,267 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $415,444 | | 0.0% | 2,632 | 0.1% | ETF |
GS The Goldman Sachs Group | $414,166 | $9,904 ▲ | 2.4% | 460 | 0.1% | Finance |
NRIX Nurix Therapeutics | $409,804 | | 0.0% | 17,284 | 0.1% | Healthcare |
NFLX Netflix | $408,572 | $3,340 ▲ | 0.8% | 5,872 | 0.1% | Communication Services |
SBUX Starbucks | $389,898 | $4,698 ▲ | 1.2% | 4,150 | 0.1% | Consumer Discretionary |
CAT Caterpillar | $380,261 | $184,860 ▲ | 94.6% | 469 | 0.1% | Industrials |
IXUS iShares Core MSCI Total International Stock ETF | $375,685 | | 0.0% | 3,955 | 0.1% | ETF |
MAR Marriott International | $370,608 | $1,067 ▼ | -0.3% | 1,042 | 0.1% | Consumer Discretionary |
VCSH Vanguard Short-Term Corporate Bond ETF | $368,752 | $1,545 ▲ | 0.4% | 4,773 | 0.1% | ETF |
CSCO Cisco Systems | $365,261 | $6,457 ▲ | 1.8% | 3,394 | 0.1% | Technology |
EFA iShares MSCI EAFE ETF | $360,422 | $44,468 ▲ | 14.1% | 3,469 | 0.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $356,028 | | 0.0% | 1,602 | 0.1% | ETF |
ABT Abbott Laboratories | $353,021 | $21,743 ▲ | 6.6% | 3,572 | 0.1% | Healthcare |
VWOB Vanguard Emerging Markets Government Bond ETF | $351,634 | $54,860 ▼ | -13.5% | 5,570 | 0.1% | ETF |
DFLV Dimensional US Large Cap Value ETF | $349,519 | $96,408 ▲ | 38.1% | 8,701 | 0.1% | ETF |
SCHW Charles Schwab | $348,639 | $1,662 ▲ | 0.5% | 3,567 | 0.1% | Finance |
IWB iShares Russell 1000 ETF | $347,885 | | 0.0% | 836 | 0.1% | ETF |
LLY Eli Lilly and Company | $340,862 | $15,021 ▲ | 4.6% | 295 | 0.1% | Healthcare |
BND Vanguard Total Bond Market ETF | $335,927 | $2,104 ▲ | 0.6% | 4,789 | 0.1% | ETF |
ARM HOLDINGS PLC
| $323,550 | | 0.0% | 1,117 | 0.1% | SPONSORED ADS |
WALMART INC
| $318,925 | $9,768 ▲ | 3.2% | 3,069 | 0.1% | COM |
VTV Vanguard Value ETF | $312,918 | $648 ▲ | 0.2% | 1,448 | 0.0% | ETF |
