VTV Vanguard Value ETF | $21,109,999 | $675,964 ▼ | -3.1% | 95,000 | 6.5% | ETF |
VBK Vanguard Small-Cap Growth ETF | $18,992,661 | $695,607 ▼ | -3.5% | 57,802 | 5.9% | ETF |
VBR Vanguard Small-Cap Value ETF | $18,789,785 | $666,782 ▼ | -3.4% | 79,777 | 5.8% | ETF |
EFG iShares MSCI EAFE Growth ETF | $17,840,471 | $344,099 ▼ | -1.9% | 150,667 | 5.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $17,660,676 | $738,664 ▼ | -4.0% | 304,337 | 5.4% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $16,572,813 | $264,477 ▲ | 1.6% | 693,423 | 5.1% | ETF |
VUG Vanguard Growth ETF | $16,100,563 | $1,228,468 ▼ | -7.1% | 181,272 | 5.0% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $15,526,704 | $170,829 ▼ | -1.1% | 346,656 | 4.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $15,266,811 | $299,787 ▼ | -1.9% | 160,517 | 4.7% | ETF |
AVDV Avantis International Small Cap Value ETF | $14,713,941 | $736,604 ▼ | -4.8% | 137,091 | 4.5% | ETF |
DFIV Dimensional International Value ETF | $13,733,292 | $527,258 ▼ | -3.7% | 245,281 | 4.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $11,695,691 | $771,138 ▼ | -6.2% | 161,587 | 3.6% | ETF |
SCHP Schwab U.S. TIPS ETF | $11,135,068 | $763,202 ▼ | -6.4% | 438,734 | 3.4% | ETF |
DFIS Dimensional International Small Cap ETF | $9,958,774 | $201,897 ▼ | -2.0% | 278,100 | 3.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $9,001,242 | $420,153 ▲ | 4.9% | 185,058 | 2.8% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $7,526,211 | $77,794 ▲ | 1.0% | 118,804 | 2.3% | ETF |
VANGUARD INSTL INDEX FD
| $7,332,494 | $2,327,069 ▲ | 46.5% | 96,914 | 2.3% | 0 3 MO TR BI ETF |
IAGG iShares Core International Aggregate Bond ETF | $7,182,197 | $3,590 ▼ | 0.0% | 146,039 | 2.2% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $6,921,360 | $566,294 ▲ | 8.9% | 57,041 | 2.1% | ETF |
EFV iShares MSCI EAFE Value ETF | $5,926,988 | $245,513 ▼ | -4.0% | 75,369 | 1.8% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $5,815,166 | $386,164 ▲ | 7.1% | 91,693 | 1.8% | ETF |
MSFT Microsoft | $5,532,277 | $567,153 ▼ | -9.3% | 10,369 | 1.7% | Technology |
VO Vanguard Mid-Cap ETF | $5,448,919 | $300,337 ▼ | -5.2% | 68,035 | 1.7% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $5,280,375 | $396,952 ▼ | -7.0% | 108,560 | 1.6% | ETF |
PDN Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF | $3,610,768 | $167,508 ▼ | -4.4% | 79,476 | 1.1% | ETF |
BNDX Vanguard Total International Bond ETF | $2,893,689 | $174,151 ▼ | -5.7% | 61,529 | 0.9% | ETF |
GAL SPDR SSgA Global Allocation ETF | $2,877,665 | $521,498 ▲ | 22.1% | 54,949 | 0.9% | ETF |
AAPL Apple | $2,805,535 | $24,005 ▼ | -0.8% | 8,181 | 0.9% | Technology |
BSV Vanguard Short-Term Bond ETF | $2,144,106 | $713,171 ▼ | -25.0% | 28,017 | 0.7% | ETF |
AMZN Amazon.com | $1,801,719 | $800,210 ▼ | -30.8% | 6,865 | 0.6% | Consumer Discretionary |
COST Costco Wholesale | $1,635,096 | $22,903 ▼ | -1.4% | 1,642 | 0.5% | Consumer Staples |
BRK.A Berkshire Hathaway | $1,597,400 | | 0.0% | 2 | 0.5% | Finance |
VTI Vanguard Total Stock Market ETF | $1,324,005 | $293,639 ▼ | -18.2% | 3,526 | 0.4% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $1,236,668 | $154,114 ▼ | -11.1% | 13,505 | 0.4% | ETF |
GLD SPDR Gold Shares | $891,512 | $4,177 ▼ | -0.5% | 2,348 | 0.3% | ETF |
QQQM Invesco NASDAQ 100 ETF | $880,393 | $146,979 ▼ | -14.3% | 2,977 | 0.3% | ETF |
TRV Travelers Companies | $875,357 | | 0.0% | 2,271 | 0.3% | Finance |
PCAR PACCAR | $838,303 | | 0.0% | 7,732 | 0.3% | Industrials |
DLS WisdomTree International SmallCap Dividend Fund | $799,520 | $75,233 ▼ | -8.6% | 9,352 | 0.2% | ETF |
PCY Invesco Emerging Markets Sovereign Debt ETF | $763,583 | $65,178 ▼ | -7.9% | 38,122 | 0.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $698,298 | $36,393 ▼ | -5.0% | 12,472 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $678,541 | $46,667 ▼ | -6.4% | 9,611 | 0.2% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $598,908 | $63,609 ▼ | -9.6% | 5,960 | 0.2% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $572,681 | $36 ▲ | 0.0% | 16,055 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $569,924 | $12,681 ▼ | -2.2% | 809 | 0.2% | ETF |
NVDA NVIDIA | $519,950 | $35,821 ▼ | -6.4% | 2,395 | 0.2% | Technology |
SCHF Schwab International Equity ETF | $517,991 | $19,025 ▼ | -3.5% | 19,249 | 0.2% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $508,382 | $36,385 ▼ | -6.7% | 5,058 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $503,311 | $9,959 ▲ | 2.0% | 657 | 0.2% | ETF |
JNJ Johnson & Johnson | $493,031 | $23,345 ▼ | -4.5% | 1,943 | 0.2% | Healthcare |
VXUS Vanguard Total International Stock ETF | $425,517 | $30,067 ▼ | -6.6% | 5,109 | 0.1% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $380,920 | $92,807 ▼ | -19.6% | 3,341 | 0.1% | ETF |
MPC Marathon Petroleum | $360,896 | $33,153 ▼ | -8.4% | 762 | 0.1% | Energy |
VEU Vanguard FTSE All-World ex-US ETF | $357,098 | $278,665 ▼ | -43.8% | 4,389 | 0.1% | ETF |
GOOGL Alphabet | $346,630 | $344 ▲ | 0.1% | 1,007 | 0.1% | Communication Services |
VEA Vanguard FTSE Developed Markets ETF | $342,430 | $53,338 ▼ | -13.5% | 4,937 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $330,508 | $368 ▲ | 0.1% | 2,696 | 0.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $329,608 | $5,714 ▲ | 1.8% | 6,865 | 0.1% | ETF |
SBUX Starbucks | $328,557 | $1,174 ▲ | 0.4% | 3,357 | 0.1% | Consumer Discretionary |
DFUS Dimensional U.S. Equity ETF | $312,992 | $167 ▲ | 0.1% | 3,754 | 0.1% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $309,236 | $35,064 ▼ | -10.2% | 2,584 | 0.1% | ETF |
RTX RTX | $278,208 | $192 ▲ | 0.1% | 1,448 | 0.1% | Industrials |
SCHM Schwab U.S. Mid-Cap ETF | $266,963 | $68 ▲ | 0.0% | 7,815 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $264,253 | $32 ▲ | 0.0% | 8,240 | 0.1% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $247,581 | $2,106 ▼ | -0.8% | 2,939 | 0.1% | ETF |
PG Procter & Gamble | $231,720 | $6,152 ▼ | -2.6% | 1,469 | 0.1% | Consumer Staples |
SCHB Schwab US Broad Market ETF | $227,239 | $5,851 ▼ | -2.5% | 7,729 | 0.1% | ETF |
QQQ Invesco QQQ | $223,353 | $31,600 ▼ | -12.4% | 311 | 0.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $216,914 | $2,932 ▲ | 1.4% | 2,959 | 0.1% | ETF |
MS Morgan Stanley | $210,750 | $6,246 ▼ | -2.9% | 1,181 | 0.1% | Finance |
FIDELITY WISE ORIGIN BITCOIN
| $208,013 | $12,876 ▲ | 6.6% | 2,924 | 0.1% | SHS |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $204,288 | $152 ▲ | 0.1% | 1,347 | 0.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $0 | $532,804 ▼ | -100.0% | 0 | 0.0% | ETF |
XOM ExxonMobil | $0 | $483,662 ▼ | -100.0% | 0 | 0.0% | Energy |
DFAT Dimensional U.S. Targeted Value ETF | $0 | $278,355 ▼ | -100.0% | 0 | 0.0% | ETF |
GAM General American Investors | $0 | $244,322 ▼ | -100.0% | 0 | 0.0% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $0 | $241,017 ▼ | -100.0% | 0 | 0.0% | ETF |
PNC The PNC Financial Services Group | $0 | $224,907 ▼ | -100.0% | 0 | 0.0% | Finance |
META Meta Platforms | $0 | $196,190 ▼ | -100.0% | 0 | 0.0% | Communication Services |
EEM iShares MSCI Emerging Markets ETF | $0 | $189,435 ▼ | -100.0% | 0 | 0.0% | ETF |
AVGO Broadcom | $0 | $188,699 ▼ | -100.0% | 0 | 0.0% | Technology |
SPLG SPDR Portfolio S&P 500 ETF | $0 | $170,660 ▼ | -100.0% | 0 | 0.0% | ETF |
IWD iShares Russell 1000 Value ETF | $0 | $167,605 ▼ | -100.0% | 0 | 0.0% | ETF |
UNP Union Pacific | $0 | $166,219 ▼ | -100.0% | 0 | 0.0% | Industrials |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $0 | $165,039 ▼ | -100.0% | 0 | 0.0% | ETF |
PEP PepsiCo | $0 | $162,924 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
VYM Vanguard High Dividend Yield ETF | $0 | $161,658 ▼ | -100.0% | 0 | 0.0% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $0 | $148,023 ▼ | -100.0% | 0 | 0.0% | ETF |
MMM 3M | $0 | $146,326 ▼ | -100.0% | 0 | 0.0% | Industrials |
IVV iShares Core S&P 500 ETF | $0 | $146,061 ▼ | -100.0% | 0 | 0.0% | ETF |
SMH VanEck Semiconductor ETF | $0 | $145,714 ▼ | -100.0% | 0 | 0.0% | ETF |
BRK.B Berkshire Hathaway | $0 | $144,612 ▼ | -100.0% | 0 | 0.0% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $0 | $139,111 ▼ | -100.0% | 0 | 0.0% | ETF |
MRK Merck & Co., Inc. | $0 | $136,116 ▼ | -100.0% | 0 | 0.0% | Healthcare |
MCD McDonald's | $0 | $135,965 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
GE GE Aerospace | $0 | $133,014 ▼ | -100.0% | 0 | 0.0% | Industrials |
CAT Caterpillar | $0 | $132,901 ▼ | -100.0% | 0 | 0.0% | Industrials |
SPYX SPDR S&P Fossil Fuel Reserves Free ETF | $0 | $131,853 ▼ | -100.0% | 0 | 0.0% | ETF |
XYLD Global X S&P 500 Covered Call ETF | $0 | $128,447 ▼ | -100.0% | 0 | 0.0% | ETF |
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | $0 | $128,104 ▼ | -100.0% | 0 | 0.0% | ETF |
