SCHZ Schwab U.S. Aggregate Bond ETF | $171,578,125 | $11,103,119 ▲ | 6.9% | 7,382,880 | 18.4% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $117,910,842 | $7,671,015 ▲ | 7.0% | 3,289,923 | 12.6% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $74,042,329 | $1,122,227 ▲ | 1.5% | 988,681 | 7.9% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $64,716,714 | $1,648,267 ▲ | 2.6% | 2,081,593 | 6.9% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $60,155,009 | $1,933,121 ▲ | 3.3% | 756,667 | 6.4% | ETF |
BND Vanguard Total Bond Market ETF | $58,291,392 | $279,794 ▲ | 0.5% | 791,680 | 6.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $50,634,339 | $2,364,569 ▲ | 4.9% | 606,545 | 5.4% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $30,540,168 | $3,503,219 ▲ | 13.0% | 420,143 | 3.3% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $27,018,157 | $1,571,972 ▲ | 6.2% | 910,315 | 2.9% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $22,269,443 | $1,418,809 ▲ | 6.8% | 370,972 | 2.4% | ETF |
VTI Vanguard Total Stock Market ETF | $21,798,468 | $119,444 ▼ | -0.5% | 71,722 | 2.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $16,653,529 | $3,089 ▲ | 0.0% | 26,954 | 1.8% | Finance |
USRT iShares Core U.S. REIT ETF | $14,985,016 | $723,855 ▼ | -4.6% | 264,940 | 1.6% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $14,375,182 | $685,741 ▼ | -4.6% | 337,525 | 1.5% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $11,117,261 | $74,317 ▲ | 0.7% | 434,268 | 1.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $10,394,292 | $79,757 ▲ | 0.8% | 182,324 | 1.1% | ETF |
SCHB Schwab US Broad Market ETF | $8,563,120 | $50,782 ▼ | -0.6% | 359,342 | 0.9% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $8,419,526 | $317,444 ▼ | -3.6% | 105,561 | 0.9% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $7,005,854 | $384,757 ▼ | -5.2% | 88,202 | 0.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,634,200 | $88,039 ▼ | -1.3% | 134,133 | 0.7% | ETF |
SCHF Schwab International Equity ETF | $6,416,411 | $33,791 ▼ | -0.5% | 290,335 | 0.7% | ETF |
VTWO Vanguard Russell 2000 ETF | $6,375,608 | $1,260,329 ▲ | 24.6% | 73,098 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $6,291,052 | $332,872 ▲ | 5.6% | 11,075 | 0.7% | ETF |
AAPL Apple | $5,643,652 | $101,765 ▲ | 1.8% | 27,507 | 0.6% | Computer and Technology |
SCHE Schwab Emerging Markets Equity ETF | $5,382,637 | $98,980 ▼ | -1.8% | 178,588 | 0.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $4,691,412 | $34,517 ▼ | -0.7% | 24,057 | 0.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $4,193,373 | $98,296 ▼ | -2.3% | 53,283 | 0.4% | ETF |
MSFT Microsoft | $4,118,185 | $110,926 ▲ | 2.8% | 8,279 | 0.4% | Computer and Technology |
VMBS Vanguard Mortgage-Backed Securities ETF | $3,593,035 | $34,199 ▼ | -0.9% | 77,536 | 0.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $3,179,008 | | 0.0% | 64,838 | 0.3% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $3,135,973 | $860 ▲ | 0.0% | 61,988 | 0.3% | Manufacturing |
DFSU Dimensional US Sustainability Core 1 ETF | $2,660,522 | $351,013 ▼ | -11.7% | 67,784 | 0.3% | ETF |
VTV Vanguard Value ETF | $2,546,008 | $106,224 ▼ | -4.0% | 14,405 | 0.3% | ETF |
GE GE Aerospace | $2,389,924 | $1,687,747 ▲ | 240.4% | 9,285 | 0.3% | Aerospace |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,226,697 | $7,629 ▼ | -0.3% | 26,854 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,203,993 | $16,641 ▼ | -0.7% | 54,433 | 0.2% | ETF |
VXUS Vanguard Total International Stock ETF | $2,112,427 | $9,604 ▼ | -0.5% | 30,575 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $2,073,193 | $44,705 ▼ | -2.1% | 3,339 | 0.2% | ETF |
AMZN Amazon.com | $1,974,949 | $73,496 ▼ | -3.6% | 9,002 | 0.2% | Retail/Wholesale |
ISTB iShares Core 1-5 Year USD Bond ETF | $1,931,162 | $46,169 ▼ | -2.3% | 39,695 | 0.2% | Manufacturing |
IWC iShares Micro-Cap ETF | $1,841,019 | $2,809 ▲ | 0.2% | 14,421 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $1,799,153 | $316,368 ▲ | 21.3% | 7,592 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $1,697,888 | $21,463 ▼ | -1.2% | 19,065 | 0.2% | ETF |
DFAU Dimensional US Core Equity Market ETF | $1,693,511 | $62,439 ▲ | 3.8% | 39,979 | 0.2% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $1,650,807 | $155,788 ▼ | -8.6% | 41,888 | 0.2% | ETF |
ORCL Oracle | $1,642,349 | | 0.0% | 7,512 | 0.2% | Computer and Technology |
TSLA Tesla | $1,463,778 | $3,812 ▼ | -0.3% | 4,608 | 0.2% | Auto/Tires/Trucks |
SUB iShares Short-Term National Muni Bond ETF | $1,409,431 | $532 ▲ | 0.0% | 13,254 | 0.2% | ETF |
SCHH Schwab U.S. REIT ETF | $1,367,483 | $56,984 ▼ | -4.0% | 64,626 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,364,601 | $55,620 ▲ | 4.2% | 3,214 | 0.1% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,364,166 | $5,887 ▼ | -0.4% | 45,186 | 0.1% | ETF |
VUG Vanguard Growth ETF | $1,325,284 | $213,501 ▼ | -13.9% | 3,023 | 0.1% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,305,621 | | 0.0% | 7,184 | 0.1% | ETF |
META Meta Platforms | $1,289,579 | $3,691 ▲ | 0.3% | 1,747 | 0.1% | Computer and Technology |
GE VERNOVA INC
| $1,223,924 | $829,178 ▲ | 210.1% | 2,313 | 0.1% | COM |
AGG iShares Core U.S. Aggregate Bond ETF | $1,219,466 | $33,133 ▼ | -2.6% | 12,293 | 0.1% | Finance |
PALANTIR TECHNOLOGIES INC
| $1,203,297 | $44,849 ▲ | 3.9% | 8,827 | 0.1% | CL A |
DVY iShares Select Dividend ETF | $1,191,173 | | 0.0% | 8,969 | 0.1% | ETF |
QQQM Invesco NASDAQ 100 ETF | $1,148,445 | $4,088 ▼ | -0.4% | 5,057 | 0.1% | ETF |
RTX RTX | $1,115,447 | $15,186 ▼ | -1.3% | 7,639 | 0.1% | Aerospace |
SPEM SPDR Portfolio Emerging Markets ETF | $1,072,048 | $10,215 ▲ | 1.0% | 25,083 | 0.1% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,017,688 | $9,550 ▼ | -0.9% | 19,289 | 0.1% | Manufacturing |
GOOGL Alphabet | $941,069 | $2,115 ▼ | -0.2% | 5,340 | 0.1% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $894,301 | | 0.0% | 6,708 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $876,755 | | 0.0% | 4,063 | 0.1% | Finance |
NVDA NVIDIA | $843,193 | $30,650 ▲ | 3.8% | 5,337 | 0.1% | Computer and Technology |
ESGV Vanguard ESG U.S. Stock ETF | $832,607 | $183,209 ▲ | 28.2% | 7,594 | 0.1% | ETF |
JNJ Johnson & Johnson | $814,463 | $7,638 ▼ | -0.9% | 5,332 | 0.1% | Medical |
NYF iShares New York Muni Bond ETF | $811,925 | $1,460 ▼ | -0.2% | 15,572 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $733,502 | $10,751 ▼ | -1.4% | 5,458 | 0.1% | ETF |
BRK.A Berkshire Hathaway | $728,800 | | 0.0% | 1 | 0.1% | Finance |
VGSH Vanguard Short-Term Treasury ETF | $724,754 | $76,708 ▼ | -9.6% | 12,330 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $721,007 | $6,378 ▼ | -0.9% | 2,487 | 0.1% | Finance |
VIG Vanguard Dividend Appreciation ETF | $720,030 | $8,801 ▼ | -1.2% | 3,518 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $718,196 | | 0.0% | 6,874 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $714,007 | $59,047 ▲ | 9.0% | 3,676 | 0.1% | ETF |
SCHX Schwab US Large-Cap ETF | $625,107 | $1,564 ▲ | 0.3% | 25,577 | 0.1% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $564,267 | | 0.0% | 4,566 | 0.1% | ETF |
IBM International Business Machines | $555,148 | $295 ▲ | 0.1% | 1,883 | 0.1% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $551,020 | | 0.0% | 3,014 | 0.1% | ETF |
QQQ Invesco QQQ | $550,164 | $3,311 ▲ | 0.6% | 997 | 0.1% | Finance |
XOM Exxon Mobil | $540,078 | $7,869 ▼ | -1.4% | 5,010 | 0.1% | Energy |
PG Procter & Gamble | $539,458 | $10,196 ▲ | 1.9% | 3,386 | 0.1% | Consumer Staples |
MESOBLAST LTD
| $535,244 | | 0.0% | 49,150 | 0.1% | SPONS ADR |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $532,949 | $501 ▼ | -0.1% | 21,292 | 0.1% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $530,927 | $54,243 ▲ | 11.4% | 11,168 | 0.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $518,709 | $2,769 ▼ | -0.5% | 1,873 | 0.1% | ETF |
AXP American Express | $515,153 | | 0.0% | 1,615 | 0.1% | Finance |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $513,125 | $39,202 ▼ | -7.1% | 13,482 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $476,112 | $44,569 ▼ | -8.6% | 2,895 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $475,310 | $7,703 ▲ | 1.6% | 1,666 | 0.1% | ETF |
HON Honeywell International | $470,418 | | 0.0% | 2,020 | 0.1% | Multi-Sector Conglomerates |
VOT Vanguard Mid-Cap Growth ETF | $467,253 | $70,529 ▼ | -13.1% | 1,643 | 0.1% | ETF |
NEE NextEra Energy | $428,322 | $4,165 ▼ | -1.0% | 6,170 | 0.0% | Utilities |
SYK Stryker | $422,929 | | 0.0% | 1,069 | 0.0% | Medical |
SCHV Schwab U.S. Large-Cap Value ETF | $415,853 | | 0.0% | 15,029 | 0.0% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $409,767 | | 0.0% | 3,101 | 0.0% | ETF |
NFLX Netflix | $395,044 | | 0.0% | 295 | 0.0% | Consumer Discretionary |
GOOG Alphabet | $389,726 | $53,217 ▼ | -12.0% | 2,197 | 0.0% | Computer and Technology |
DUHP Dimensional US High Profitability ETF | $386,182 | | 0.0% | 10,860 | 0.0% | ETF |
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