DFIC Dimensional International Core Equity 2 ETF | $147,814,706 | $2,968,020 â–² | 2.0% | 3,967,115 | 10.4% | ETF |
IVV iShares Core S&P 500 ETF | $135,385,719 | $9,830,671 â–² | 7.8% | 180,782 | 9.5% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $131,457,888 | $7,566,163 â–² | 6.1% | 2,800,552 | 9.2% | ETF |
FBND Fidelity Total Bond ETF | $108,457,272 | $7,168,042 â–² | 7.1% | 2,384,200 | 7.6% | ETF |
DFLV Dimensional US Large Cap Value ETF | $98,111,769 | $2,888,831 â–² | 3.0% | 2,481,330 | 6.9% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $80,515,568 | $5,547,988 â–² | 7.4% | 1,044,165 | 5.7% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $75,747,469 | $4,275,666 â–¼ | -5.3% | 785,029 | 5.3% | ETF |
SCHB Schwab US Broad Market ETF | $67,363,435 | $10,021,031 â–¼ | -12.9% | 2,326,085 | 4.7% | ETF |
PKG Packaging Corporation of America | $63,167,790 | $4,632,640 â–² | 7.9% | 265,099 | 4.4% | Industrials |
IJR iShares Core S&P Small-Cap ETF | $50,480,801 | $2,505,991 â–² | 5.2% | 340,374 | 3.5% | ETF |
VBK Vanguard Small-Cap Growth ETF | $49,639,523 | $961,062 â–¼ | -1.9% | 135,738 | 3.5% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $41,712,540 | $5,568,586 â–¼ | -11.8% | 1,131,341 | 2.9% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $39,717,866 | $7,926,396 â–² | 24.9% | 310,757 | 2.8% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $33,015,666 | $1,820,057 â–² | 5.8% | 472,327 | 2.3% | ETF |
DFGR Dimensional Global Real Estate ETF | $32,350,560 | $1,581,530 â–² | 5.1% | 1,116,692 | 2.3% | ETF |
SCHA Schwab US Small-Cap ETF | $22,942,081 | $3,821,687 â–¼ | -14.3% | 634,987 | 1.6% | ETF |
AAPL Apple | $20,096,269 | $194,739 â–¼ | -1.0% | 69,451 | 1.4% | Computer and Technology |
BRK.B Berkshire Hathaway | $12,436,923 | $252,702 â–¼ | -2.0% | 24,854 | 0.9% | Finance |
VOO Vanguard S&P 500 ETF | $12,108,563 | $405,908 â–² | 3.5% | 17,630 | 0.8% | ETF |
WALMART INC
| $9,271,130 | $62,520 â–¼ | -0.7% | 81,857 | 0.7% | COM |
JMUB JPMorgan Municipal ETF | $8,149,073 | $171,467 â–² | 2.1% | 160,874 | 0.6% | ETF |
MSFT Microsoft | $7,883,218 | $11,564 â–² | 0.1% | 21,133 | 0.6% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $6,459,299 | $1,142,783 â–¼ | -15.0% | 279,261 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,622,990 | $5,415 â–¼ | -0.1% | 78,919 | 0.4% | ETF |
DFUV Dimensional US Marketwide Value ETF | $5,218,744 | $26,515 â–¼ | -0.5% | 94,869 | 0.4% | ETF |
IWB iShares Russell 1000 ETF | $5,076,162 | $29,894 â–¼ | -0.6% | 12,396 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $4,718,589 | $54,122 â–² | 1.2% | 160,333 | 0.3% | ETF |
SCHF Schwab International Equity ETF | $4,705,102 | $811,944 â–¼ | -14.7% | 169,859 | 0.3% | ETF |
JAAA Janus Henderson AAA CLO ETF | $4,595,289 | $23,225 â–² | 0.5% | 91,014 | 0.3% | ETF |
TSLA Tesla | $4,252,653 | $421 â–² | 0.0% | 10,111 | 0.3% | Auto/Tires/Trucks |
EFA iShares MSCI EAFE ETF | $4,205,654 | $873,105 â–¼ | -17.2% | 40,486 | 0.3% | Finance |
CIVB Civista Bancshares | $4,024,567 | | 0.0% | 142,614 | 0.3% | Finance |
IWF iShares Russell 1000 Growth ETF | $3,986,747 | $2,827,241 â–² | 243.8% | 32,107 | 0.3% | ETF |
AMAT Applied Materials | $3,832,623 | $21,690 â–¼ | -0.6% | 5,301 | 0.3% | Computer and Technology |
GLD SPDR Gold Shares | $3,775,527 | | 0.0% | 10,249 | 0.3% | Finance |
SPY SPDR S&P 500 ETF Trust | $3,673,623 | $195,668 â–¼ | -5.1% | 4,919 | 0.3% | Finance |
VO Vanguard Mid-Cap ETF | $3,625,445 | $2,756,408 â–² | 317.2% | 44,997 | 0.3% | ETF |
IWR iShares Russell Mid-Cap ETF | $3,437,130 | $110 â–² | 0.0% | 31,156 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $3,380,504 | $89,030 â–¼ | -2.6% | 10,328 | 0.2% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $3,274,397 | $465,102 â–¼ | -12.4% | 54,857 | 0.2% | ETF |
SCHP Schwab U.S. TIPS ETF | $3,192,747 | $29,839 â–² | 0.9% | 120,481 | 0.2% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $3,053,072 | $277,370 â–¼ | -8.3% | 33,473 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $2,995,400 | | 0.0% | 4 | 0.2% | Finance |
GOOGL Alphabet | $2,771,784 | $2,859 â–² | 0.1% | 7,756 | 0.2% | Computer and Technology |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $2,577,468 | $259,830 â–² | 11.2% | 16,705 | 0.2% | ETF |
NVDA NVIDIA | $2,541,660 | $14,006 â–² | 0.6% | 12,703 | 0.2% | Computer and Technology |
EFV iShares MSCI EAFE Value ETF | $2,482,823 | $337,509 â–¼ | -12.0% | 32,434 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $2,438,603 | $20,364 â–² | 0.8% | 10,059 | 0.2% | ETF |
ABBV AbbVie | $2,334,648 | $1,226,206 â–¼ | -34.4% | 9,278 | 0.2% | Medical |
CAT Caterpillar | $2,134,127 | $58,571 â–² | 2.8% | 2,004 | 0.1% | Industrials |
LLY Eli Lilly and Company | $2,104,951 | $53,973 â–¼ | -2.5% | 1,755 | 0.1% | Medical |
AMZN Amazon.com | $1,954,251 | $5,959 â–¼ | -0.3% | 8,199 | 0.1% | Retail/Wholesale |
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund | $1,793,457 | $22,220 â–¼ | -1.2% | 35,514 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $1,791,878 | | 0.0% | 13,029 | 0.1% | ETF |
VTV Vanguard Value ETF | $1,775,694 | $22,883 â–² | 1.3% | 8,148 | 0.1% | ETF |
WYY WidePoint | $1,722,998 | $337,593 â–¼ | -16.4% | 98,457 | 0.1% | Computer and Technology |
TXN Texas Instruments | $1,719,566 | $6,558 â–¼ | -0.4% | 5,769 | 0.1% | Computer and Technology |
XOM ExxonMobil | $1,706,556 | $30,762 â–² | 1.8% | 12,482 | 0.1% | Energy |
PRK Park National | $1,657,516 | $1,169,118 â–¼ | -41.4% | 9,058 | 0.1% | Finance |
ET Energy Transfer | $1,629,821 | | 0.0% | 85,242 | 0.1% | Energy |
VTI Vanguard Total Stock Market ETF | $1,616,305 | $31,453 â–¼ | -1.9% | 4,368 | 0.1% | ETF |
PG Procter & Gamble | $1,501,389 | $68,918 â–² | 4.8% | 10,239 | 0.1% | Consumer Staples |
IWM iShares Russell 2000 ETF | $1,425,210 | $246,648 â–¼ | -14.8% | 4,744 | 0.1% | Finance |
GOOG Alphabet | $1,365,738 | $79,506 â–¼ | -5.5% | 3,865 | 0.1% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $1,338,542 | $29,838 â–² | 2.3% | 6,774 | 0.1% | ETF |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,298,002 | | 0.0% | 9,954 | 0.1% | ETF |
VUG Vanguard Growth ETF | $1,231,544 | $1,027,048 â–² | 502.2% | 14,297 | 0.1% | ETF |
BANK OF NY MELLON CORP
| $1,226,004 | | 0.0% | 8,478 | 0.1% | COM |
JNJ Johnson & Johnson | $1,200,411 | $59,678 â–¼ | -4.7% | 4,727 | 0.1% | Medical |
IBP Installed Building Products | $1,192,640 | $527,023 â–² | 79.2% | 5,189 | 0.1% | Construction |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,107,729 | | 0.0% | 12,201 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,088,918 | | 0.0% | 13,002 | 0.1% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,025,949 | $38,408 â–¼ | -3.6% | 17,790 | 0.1% | ETF |
QQQ Invesco QQQ | $889,188 | $24,311 â–² | 2.8% | 1,207 | 0.1% | Finance |
ECL Ecolab | $885,144 | | 0.0% | 3,177 | 0.1% | Basic Materials |
SPDW SPDR Portfolio Developed World ex-US ETF | $811,427 | $202 â–¼ | 0.0% | 16,103 | 0.1% | ETF |
DE Deere & Company | $790,871 | $26,637 â–¼ | -3.3% | 1,247 | 0.1% | Industrials |
SPLG SPDR Portfolio S&P 500 ETF | $789,673 | | 0.0% | 8,986 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $780,383 | $113,499 â–¼ | -12.7% | 23,061 | 0.1% | ETF |
SPXL Direxion Daily S&P 500 Bull 3x Shares | $771,680 | $10,827 â–¼ | -1.4% | 2,851 | 0.1% | ETF |
CINF Cincinnati Financial | $750,187 | | 0.0% | 4,052 | 0.1% | Finance |
PULS PGIM Ultra Short Bond ETF | $746,966 | $224,858 â–¼ | -23.1% | 15,075 | 0.1% | ETF |
WOR Worthington Enterprises | $721,922 | | 0.0% | 13,429 | 0.1% | Construction |
DVY iShares Select Dividend ETF | $692,475 | $5,940 â–² | 0.9% | 4,430 | 0.0% | ETF |
HBAN Huntington Bancshares | $672,967 | $532 â–² | 0.1% | 37,956 | 0.0% | Finance |
ABT Abbott Laboratories | $655,687 | $203,167 â–¼ | -23.7% | 7,226 | 0.0% | Medical |
MRK Merck & Co., Inc. | $649,203 | $129,147 â–¼ | -16.6% | 5,052 | 0.0% | Medical |
ETN Eaton | $621,863 | $426 â–¼ | -0.1% | 1,459 | 0.0% | Industrials |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $616,187 | $248,253 â–² | 67.5% | 6,724 | 0.0% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $611,653 | $108,841 â–² | 21.6% | 12,088 | 0.0% | ETF |
INTC Intel | $611,388 | $23,177 â–¼ | -3.7% | 4,379 | 0.0% | Computer and Technology |
UNH UnitedHealth Group | $584,284 | $416 â–¼ | -0.1% | 1,406 | 0.0% | Medical |
DGRO iShares Core Dividend Growth ETF | $582,977 | | 0.0% | 7,692 | 0.0% | ETF |
AMGN Amgen | $561,648 | | 0.0% | 1,551 | 0.0% | Medical |
GE VERNOVA INC
| $546,077 | $19,964 â–² | 3.8% | 465 | 0.0% | COM |
META Meta Platforms | $524,752 | $76,010 â–² | 16.9% | 932 | 0.0% | Computer and Technology |
IWV iShares Russell 3000 ETF | $520,634 | | 0.0% | 1,221 | 0.0% | ETF |
CVX Chevron | $502,854 | | 0.0% | 3,034 | 0.0% | Energy |
EEM iShares MSCI Emerging Markets ETF | $499,119 | | 0.0% | 7,296 | 0.0% | Finance |
VIOO Vanguard S&P Small-Cap 600 ETF | $497,620 | $22,694 â–¼ | -4.4% | 3,618 | 0.0% | ETF |
