DFIC Dimensional International Core Equity 2 ETF | $138,121,382 | $444,161 ▲ | 0.3% | 3,887,458 | 10.9% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $124,261,261 | $8,893,601 ▲ | 7.7% | 2,639,364 | 9.8% | ETF |
IVV iShares Core S&P 500 ETF | $109,513,773 | $13,001,474 ▲ | 13.5% | 167,655 | 8.6% | ETF |
FBND Fidelity Total Bond ETF | $101,578,674 | $6,196,063 ▲ | 6.5% | 2,226,626 | 8.0% | ETF |
DFLV Dimensional US Large Cap Value ETF | $85,999,294 | $7,393,292 ▲ | 9.4% | 2,408,269 | 6.8% | ETF |
SCHB Schwab US Broad Market ETF | $67,070,085 | $12,824,117 ▼ | -16.1% | 2,672,115 | 5.3% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $66,828,324 | $2,181,140 ▼ | -3.2% | 829,341 | 5.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $65,653,739 | $8,646,540 ▲ | 15.2% | 972,216 | 5.2% | ETF |
PKG Packaging Corporation of America | $52,133,329 | $510,177 ▲ | 1.0% | 245,657 | 4.1% | Industrials |
VBK Vanguard Small-Cap Growth ETF | $41,821,219 | $27,203 ▲ | 0.1% | 138,366 | 3.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $40,211,396 | $5,198,640 ▲ | 14.8% | 323,477 | 3.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $39,702,302 | $8,859,514 ▼ | -18.2% | 1,282,374 | 3.1% | ETF |
DFGR Dimensional Global Real Estate ETF | $28,230,615 | $2,782,128 ▲ | 10.9% | 1,062,100 | 2.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $27,870,737 | $2,102,066 ▲ | 8.2% | 446,289 | 2.2% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $27,284,291 | $18,944,889 ▲ | 227.2% | 248,740 | 2.2% | ETF |
SCHA Schwab US Small-Cap ETF | $21,541,393 | $5,003,535 ▼ | -18.8% | 740,763 | 1.7% | ETF |
AAPL Apple | $17,796,707 | $307,592 ▲ | 1.8% | 70,124 | 1.4% | Computer and Technology |
BRK.B Berkshire Hathaway | $12,152,253 | $311,486 ▼ | -2.5% | 25,359 | 1.0% | Finance |
WALMART INC
| $10,241,797 | $155,350 ▼ | -1.5% | 82,409 | 0.8% | COM |
VOO Vanguard S&P 500 ETF | $10,181,776 | $1,326,577 ▲ | 15.0% | 17,039 | 0.8% | ETF |
JMUB JPMorgan Municipal ETF | $7,872,875 | $1,272,046 ▲ | 19.3% | 157,489 | 0.6% | ETF |
MSFT Microsoft | $7,811,490 | $101,799 ▼ | -1.3% | 21,102 | 0.6% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $7,631,665 | $1,991,230 ▼ | -20.7% | 328,668 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,062,025 | $112,397 ▲ | 2.3% | 78,995 | 0.4% | ETF |
SCHF Schwab International Equity ETF | $4,929,489 | $631,299 ▼ | -11.4% | 199,171 | 0.4% | ETF |
EFA iShares MSCI EAFE ETF | $4,748,795 | $441,166 ▼ | -8.5% | 48,891 | 0.4% | Finance |
DFUV Dimensional US Marketwide Value ETF | $4,620,709 | $58,491 ▼ | -1.3% | 95,351 | 0.4% | ETF |
JAAA Janus Henderson AAA CLO ETF | $4,561,226 | $509,696 ▲ | 12.6% | 90,554 | 0.4% | ETF |
IWB iShares Russell 1000 ETF | $4,445,947 | $97,697 ▼ | -2.2% | 12,469 | 0.4% | ETF |
GLD SPDR Gold Shares | $4,410,042 | $2,582 ▼ | -0.1% | 10,249 | 0.3% | Finance |
SCHX Schwab US Large-Cap ETF | $4,063,776 | $7,077 ▲ | 0.2% | 158,494 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,981,564 | $165,010 ▲ | 4.3% | 9,338 | 0.3% | ETF |
TSLA Tesla | $3,758,549 | $19,704 ▲ | 0.5% | 10,110 | 0.3% | Auto/Tires/Trucks |
VWO Vanguard FTSE Emerging Markets ETF | $3,386,181 | $317,490 ▼ | -8.6% | 62,649 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,369,639 | $117,719 ▼ | -3.4% | 5,181 | 0.3% | Finance |
CIVB Civista Bancshares | $3,250,173 | | 0.0% | 142,614 | 0.3% | Finance |
SCHP Schwab U.S. TIPS ETF | $3,176,037 | $114,343 ▲ | 3.7% | 119,355 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $3,118,058 | $45,300 ▼ | -1.4% | 10,600 | 0.2% | Finance |
VO Vanguard Mid-Cap ETF | $3,097,540 | $202,463 ▲ | 7.0% | 10,786 | 0.2% | ETF |
ABBV AbbVie | $3,077,758 | $1,016,132 ▲ | 49.3% | 14,151 | 0.2% | Medical |
IWR iShares Russell Mid-Cap ETF | $3,029,201 | $15,265 ▼ | -0.5% | 31,155 | 0.2% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $2,943,394 | $5,965 ▼ | -0.2% | 36,514 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $2,872,560 | | 0.0% | 4 | 0.2% | Finance |
EFV iShares MSCI EAFE Value ETF | $2,739,277 | $309,668 ▼ | -10.2% | 36,843 | 0.2% | ETF |
PRK Park National | $2,524,805 | | 0.0% | 15,447 | 0.2% | Finance |
GOOGL Alphabet | $2,227,977 | $143,778 ▲ | 6.9% | 7,748 | 0.2% | Computer and Technology |
NVDA NVIDIA | $2,203,251 | $23,196 ▲ | 1.1% | 12,633 | 0.2% | Computer and Technology |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,189,880 | $465,063 ▲ | 27.0% | 15,021 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $2,131,358 | | 0.0% | 9,975 | 0.2% | ETF |
XOM ExxonMobil | $2,079,544 | $34,950 ▲ | 1.7% | 12,257 | 0.2% | Energy |
AMAT Applied Materials | $1,822,082 | | 0.0% | 5,331 | 0.1% | Computer and Technology |
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund | $1,813,879 | $161,188 ▲ | 9.8% | 35,954 | 0.1% | ETF |
AMZN Amazon.com | $1,712,914 | $29,368 ▼ | -1.7% | 8,224 | 0.1% | Retail/Wholesale |
LLY Eli Lilly and Company | $1,655,549 | $18,395 ▼ | -1.1% | 1,800 | 0.1% | Medical |
ET Energy Transfer | $1,645,165 | $77 ▲ | 0.0% | 85,242 | 0.1% | Energy |
VTV Vanguard Value ETF | $1,578,037 | $228,181 ▼ | -12.6% | 8,043 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $1,473,710 | $1,131 ▲ | 0.1% | 13,029 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,428,556 | $206,279 ▼ | -12.6% | 4,453 | 0.1% | ETF |
PG Procter & Gamble | $1,410,977 | $54,741 ▼ | -3.7% | 9,769 | 0.1% | Consumer Staples |
CAT Caterpillar | $1,380,833 | | 0.0% | 1,949 | 0.1% | Industrials |
IWM iShares Russell 2000 ETF | $1,380,196 | $18,105 ▲ | 1.3% | 5,565 | 0.1% | Finance |
VOE Vanguard Mid-Cap Value ETF | $1,220,486 | $262,046 ▲ | 27.3% | 6,623 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,212,887 | $73,086 ▼ | -5.7% | 4,962 | 0.1% | Medical |
GOOG Alphabet | $1,173,334 | $80,039 ▼ | -6.4% | 4,090 | 0.1% | Computer and Technology |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,137,941 | | 0.0% | 9,954 | 0.1% | ETF |
TXN Texas Instruments | $1,124,265 | | 0.0% | 5,791 | 0.1% | Computer and Technology |
VUG Vanguard Growth ETF | $1,036,939 | $75,565 ▼ | -6.8% | 2,374 | 0.1% | ETF |
BK BNY | $1,005,745 | | 0.0% | 8,478 | 0.1% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $976,450 | $24,933 ▼ | -2.5% | 13,002 | 0.1% | ETF |
ABT Abbott Laboratories | $971,771 | $134,703 ▲ | 16.1% | 9,465 | 0.1% | Medical |
PULS PGIM Ultra Short Bond ETF | $970,844 | $167,013 ▲ | 20.8% | 19,613 | 0.1% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $964,611 | $964,611 ▲ | New Holding | 12,201 | 0.1% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $891,794 | $891,794 ▲ | New Holding | 18,456 | 0.1% | ETF |
ECL Ecolab | $845,146 | | 0.0% | 3,177 | 0.1% | Basic Materials |
SCHE Schwab Emerging Markets Equity ETF | $793,337 | $361,264 ▲ | 83.6% | 24,077 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $769,468 | $58 ▼ | 0.0% | 26,415 | 0.1% | ETF |
IBP Installed Building Products | $767,874 | | 0.0% | 2,896 | 0.1% | Construction |
SPDW SPDR Portfolio Developed World ex-US ETF | $735,263 | $735,263 ▲ | New Holding | 16,107 | 0.1% | ETF |
MRK Merck & Co., Inc. | $728,616 | $2,045 ▼ | -0.3% | 6,057 | 0.1% | Medical |
DE Deere & Company | $725,971 | $23,655 ▼ | -3.2% | 1,289 | 0.1% | Industrials |
WOR Worthington Enterprises | $700,167 | | 0.0% | 13,429 | 0.1% | Construction |
SPLG SPDR Portfolio S&P 500 ETF | $687,774 | $12,629 ▼ | -1.8% | 8,986 | 0.1% | ETF |
QQQ Invesco QQQ | $677,403 | | 0.0% | 1,174 | 0.1% | Finance |
DVY iShares Select Dividend ETF | $665,056 | | 0.0% | 4,392 | 0.1% | ETF |
AEP American Electric Power | $662,420 | | 0.0% | 5,054 | 0.1% | Utilities |
CINF Cincinnati Financial | $637,582 | | 0.0% | 4,052 | 0.1% | Finance |
CVX Chevron | $627,657 | $7,861 ▼ | -1.2% | 3,034 | 0.0% | Energy |
SCHC Schwab International Small-Cap Equity ETF | $621,362 | $312,551 ▲ | 101.2% | 13,294 | 0.0% | ETF |
HBAN Huntington Bancshares | $593,540 | $4,069 ▼ | -0.7% | 37,926 | 0.0% | Finance |
JBBB Janus Henderson B-BBB CLO ETF | $588,062 | $8,808 ▼ | -1.5% | 12,618 | 0.0% | ETF |
WYY WidePoint | $587,563 | | 0.0% | 117,748 | 0.0% | Computer and Technology |
NFLX Netflix | $561,737 | $22,789 ▼ | -3.9% | 5,842 | 0.0% | Consumer Discretionary |
AMGN Amgen | $545,719 | | 0.0% | 1,551 | 0.0% | Medical |
DGRO iShares Core Dividend Growth ETF | $539,825 | | 0.0% | 7,692 | 0.0% | ETF |
SPXL Direxion Daily S&P 500 Bull 3x Shares | $534,517 | $229,079 ▲ | 75.0% | 2,891 | 0.0% | ETF |
ETN Eaton | $522,203 | $10,730 ▼ | -2.0% | 1,460 | 0.0% | Industrials |
IAGG iShares Core International Aggregate Bond ETF | $497,247 | $94,225 ▼ | -15.9% | 9,937 | 0.0% | ETF |
MCD McDonald's | $495,252 | | 0.0% | 1,594 | 0.0% | Retail/Wholesale |
AGG iShares Core U.S. Aggregate Bond ETF | $486,437 | $43,978 ▲ | 9.9% | 4,900 | 0.0% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $457,898 | $28,722 ▼ | -5.9% | 4,145 | 0.0% | ETF |
