DFIC Dimensional International Core Equity 2 ETF | $107,945,644 | $2,240,539 ▲ | 2.1% | 3,887,132 | 10.9% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $90,645,139 | $85,809,850 ▲ | 1,774.7% | 1,926,980 | 9.1% | ETF |
FBND Fidelity Total Bond ETF | $86,354,684 | $7,040,188 ▲ | 8.9% | 1,891,669 | 8.7% | ETF |
SCHB Schwab US Broad Market ETF | $83,591,529 | $3,671,252 ▼ | -4.2% | 3,882,561 | 8.4% | ETF |
IVV iShares Core S&P 500 ETF | $74,281,657 | $1,131,107 ▲ | 1.5% | 132,197 | 7.5% | ETF |
DFLV Dimensional US Large Cap Value ETF | $55,540,401 | $4,210,987 ▲ | 8.2% | 1,816,827 | 5.6% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $52,181,710 | $1,369,108 ▲ | 2.7% | 867,238 | 5.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $49,431,114 | $1,396,827 ▼ | -2.7% | 1,886,684 | 5.0% | ETF |
PKG Packaging Co. of America | $45,666,778 | $3,140,597 ▲ | 7.4% | 230,617 | 4.6% | Industrials |
IJH iShares Core S&P Mid-Cap ETF | $36,858,956 | $1,408,220 ▲ | 4.0% | 631,687 | 3.7% | ETF |
VBK Vanguard Small-Cap Growth ETF | $34,313,686 | $633,201 ▼ | -1.8% | 136,290 | 3.5% | ETF |
SCHA Schwab US Small-Cap ETF | $24,777,545 | $860,630 ▼ | -3.4% | 1,057,514 | 2.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $22,120,461 | $1,465,551 ▲ | 7.1% | 211,537 | 2.2% | ETF |
DFGR Dimensional Global Real Estate ETF | $21,217,775 | $1,748,444 ▲ | 9.0% | 807,988 | 2.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $16,838,260 | $761,383 ▲ | 4.7% | 327,020 | 1.7% | ETF |
AAPL Apple | $15,474,315 | $32,431 ▼ | -0.2% | 69,663 | 1.6% | Computer and Technology |
BRK.B Berkshire Hathaway | $14,111,794 | $1,750,061 ▼ | -11.0% | 26,497 | 1.4% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $11,435,868 | $123,142 ▲ | 1.1% | 493,777 | 1.2% | ETF |
MSFT Microsoft | $8,152,565 | $1,182,456 ▼ | -12.7% | 21,718 | 0.8% | Computer and Technology |
WMT Walmart | $7,421,759 | $23,703 ▼ | -0.3% | 84,540 | 0.7% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $6,561,000 | $440,415 ▲ | 7.2% | 12,767 | 0.7% | ETF |
SCHF Schwab International Equity ETF | $5,674,660 | $149,141 ▼ | -2.6% | 286,889 | 0.6% | ETF |
JMUB JPMorgan Municipal ETF | $4,956,500 | $608,300 ▲ | 14.0% | 99,130 | 0.5% | ETF |
EFA iShares MSCI EAFE ETF | $4,752,401 | $266,846 ▼ | -5.3% | 58,148 | 0.5% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $4,173,789 | $55,150 ▼ | -1.3% | 82,113 | 0.4% | ETF |
DFUV Dimensional US Marketwide Value ETF | $3,979,938 | $55,633 ▼ | -1.4% | 96,577 | 0.4% | ETF |
IWB iShares Russell 1000 ETF | $3,643,764 | $258,582 ▼ | -6.6% | 11,879 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $3,502,685 | $6,602 ▼ | -0.2% | 158,636 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $3,362,818 | $180,497 ▼ | -5.1% | 74,300 | 0.3% | ETF |
BRK.A Berkshire Hathaway | $3,193,766 | $3,193,766 ▲ | New Holding | 4 | 0.3% | Finance |
GLD SPDR Gold Shares | $2,976,774 | $72,323 ▲ | 2.5% | 10,331 | 0.3% | Finance |
SCHP Schwab U.S. TIPS ETF | $2,877,042 | $331,016 ▲ | 13.0% | 106,993 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,872,648 | $8,951 ▼ | -0.3% | 5,135 | 0.3% | Finance |
EFV iShares MSCI EAFE Value ETF | $2,810,613 | $64,362 ▲ | 2.3% | 47,686 | 0.3% | ETF |
CIVB Civista Bancshares | $2,803,775 | $5,569 ▼ | -0.2% | 143,489 | 0.3% | Finance |
TSLA Tesla | $2,660,581 | $131,137 ▼ | -4.7% | 10,266 | 0.3% | Auto/Tires/Trucks |
JPM JPMorgan Chase & Co. | $2,544,095 | $32,381 ▼ | -1.3% | 10,371 | 0.3% | Finance |
JAAA Janus Henderson AAA CLO ETF | $2,506,494 | $1,735,246 ▲ | 225.0% | 49,428 | 0.3% | ETF |
PRK Park National | $2,429,207 | $908,852 ▲ | 59.8% | 16,045 | 0.2% | Finance |
IWR iShares Russell Mid-Cap ETF | $2,414,627 | | 0.0% | 28,384 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,177,960 | $365,039 ▲ | 20.1% | 6,032 | 0.2% | ETF |
ABBV AbbVie | $2,017,411 | $36,036 ▲ | 1.8% | 9,629 | 0.2% | Medical |
VO Vanguard Mid-Cap ETF | $1,894,394 | $226,551 ▲ | 13.6% | 7,325 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $1,816,308 | | 0.0% | 9,653 | 0.2% | ETF |
PG Procter & Gamble | $1,646,360 | $239,430 ▼ | -12.7% | 9,661 | 0.2% | Consumer Staples |
LLY Eli Lilly and Company | $1,600,491 | $91,669 ▼ | -5.4% | 1,938 | 0.2% | Medical |
ET Energy Transfer | $1,581,712 | $7,269 ▼ | -0.5% | 85,084 | 0.2% | Energy |
AMZN Amazon.com | $1,489,792 | $172,192 ▼ | -10.4% | 7,830 | 0.2% | Retail/Wholesale |
XOM Exxon Mobil | $1,470,944 | $115,839 ▼ | -7.3% | 12,368 | 0.1% | Energy |
VTV Vanguard Value ETF | $1,423,550 | $182,413 ▲ | 14.7% | 8,241 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,312,624 | $13,742 ▼ | -1.0% | 4,776 | 0.1% | ETF |
NVDA NVIDIA | $1,253,788 | $63,080 ▼ | -4.8% | 11,568 | 0.1% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $1,243,179 | | 0.0% | 13,392 | 0.1% | ETF |
VUG Vanguard Growth ETF | $1,194,413 | $371 ▼ | 0.0% | 3,221 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $1,124,094 | $169,470 ▲ | 17.8% | 9,724 | 0.1% | ETF |
ABT Abbott Laboratories | $1,113,912 | $159,983 ▼ | -12.6% | 8,397 | 0.1% | Medical |
IWM iShares Russell 2000 ETF | $1,087,547 | $14,761 ▼ | -1.3% | 5,452 | 0.1% | Finance |
GOOGL Alphabet | $1,074,055 | $201,327 ▼ | -15.8% | 6,946 | 0.1% | Computer and Technology |
TXN Texas Instruments | $1,040,643 | | 0.0% | 5,791 | 0.1% | Computer and Technology |
IVOO Vanguard S&P Mid-Cap 400 ETF | $982,460 | | 0.0% | 9,954 | 0.1% | ETF |
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund | $856,542 | $233,543 ▲ | 37.5% | 17,124 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $821,579 | $8,796 ▼ | -1.1% | 13,544 | 0.1% | ETF |
JNJ Johnson & Johnson | $817,025 | $46,431 ▼ | -5.4% | 4,927 | 0.1% | Medical |
ECL Ecolab | $805,433 | | 0.0% | 3,177 | 0.1% | Basic Materials |
AMAT Applied Materials | $751,722 | $21,333 ▼ | -2.8% | 5,180 | 0.1% | Computer and Technology |
UNH UnitedHealth Group | $742,038 | $27,231 ▲ | 3.8% | 1,417 | 0.1% | Medical |
SCHG Schwab U.S. Large-Cap Growth ETF | $728,158 | $136,768 ▼ | -15.8% | 29,080 | 0.1% | ETF |
BK Bank of New York Mellon | $708,702 | | 0.0% | 8,450 | 0.1% | Finance |
WOR Worthington Enterprises | $672,769 | $3,456 ▲ | 0.5% | 13,431 | 0.1% | Construction |
CAT Caterpillar | $619,364 | | 0.0% | 1,878 | 0.1% | Industrials |
ETN Eaton | $609,715 | $150,322 ▲ | 32.7% | 2,243 | 0.1% | Industrials |
BSV Vanguard Short-Term Bond ETF | $605,809 | $1,182,028 ▼ | -66.1% | 7,739 | 0.1% | ETF |
JBBB Janus Henderson B-BBB CLO ETF | $599,065 | $599,065 ▲ | New Holding | 12,309 | 0.1% | ETF |
CINF Cincinnati Financial | $598,561 | | 0.0% | 4,052 | 0.1% | Finance |
DVY iShares Select Dividend ETF | $589,858 | | 0.0% | 4,392 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $581,862 | $29,974 ▼ | -4.9% | 5,882 | 0.1% | Finance |
IAGG iShares Core International Aggregate Bond ETF | $577,684 | $84,533 ▲ | 17.1% | 11,556 | 0.1% | ETF |
AEP American Electric Power | $563,129 | $12,674 ▼ | -2.2% | 5,154 | 0.1% | Utilities |
HBAN Huntington Bancshares | $548,075 | $82,435 ▲ | 17.7% | 36,514 | 0.1% | Finance |
MCD McDonald's | $529,319 | $937 ▼ | -0.2% | 1,695 | 0.1% | Retail/Wholesale |
DE Deere & Company | $525,203 | $71,811 ▲ | 15.8% | 1,119 | 0.1% | Industrials |
NFLX Netflix | $512,892 | | 0.0% | 550 | 0.1% | Consumer Discretionary |
QQQ Invesco QQQ | $510,955 | $44,533 ▼ | -8.0% | 1,090 | 0.1% | Finance |
MRK Merck & Co., Inc. | $506,380 | $21,634 ▲ | 4.5% | 5,641 | 0.1% | Medical |
CVX Chevron | $486,479 | $49,518 ▲ | 11.3% | 2,908 | 0.0% | Energy |
HD Home Depot | $483,586 | | 0.0% | 1,320 | 0.0% | Retail/Wholesale |
DGRO iShares Core Dividend Growth ETF | $475,212 | | 0.0% | 7,692 | 0.0% | ETF |
GOOG Alphabet | $472,309 | | 0.0% | 3,023 | 0.0% | Computer and Technology |
AMGN Amgen | $461,094 | $24,924 ▲ | 5.7% | 1,480 | 0.0% | Medical |
SPXL Direxion Daily S&P 500 Bull 3X | $455,144 | | 0.0% | 3,242 | 0.0% | ETF |
MTD Mettler-Toledo International | $448,746 | | 0.0% | 380 | 0.0% | Medical |
VOE Vanguard Mid-Cap Value ETF | $438,756 | $4,174 ▲ | 1.0% | 2,733 | 0.0% | ETF |
SCHH Schwab U.S. REIT ETF | $437,255 | $65,670 ▼ | -13.1% | 20,328 | 0.0% | ETF |
VHT Vanguard Health Care ETF | $424,097 | $27,532 ▼ | -6.1% | 1,602 | 0.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $423,745 | $149,008 ▼ | -26.0% | 6,444 | 0.0% | ETF |
IWV iShares Russell 3000 ETF | $391,332 | | 0.0% | 1,232 | 0.0% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $390,750 | $2,564 ▼ | -0.7% | 14,173 | 0.0% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $385,346 | $12,002 ▲ | 3.2% | 9,536 | 0.0% | ETF |
META Meta Platforms | $377,707 | $41,519 ▲ | 12.3% | 655 | 0.0% | Computer and Technology |
EEM iShares MSCI Emerging Markets ETF | $372,149 | | 0.0% | 8,516 | 0.0% | Finance |
