BSV Vanguard Short-Term Bond ETF | $504,923,017 | $6,135,452 ▲ | 1.2% | 6,415,794 | 12.6% | ETF |
DFCF Dimensional Core Fixed Income ETF | $486,533,124 | $8,854,062 ▲ | 1.9% | 11,512,852 | 12.1% | ETF |
IVV iShares Core S&P 500 ETF | $402,570,971 | $13,328,236 ▲ | 3.4% | 648,367 | 10.0% | ETF |
VTI Vanguard Total Stock Market ETF | $369,965,398 | $3,993,943 ▼ | -1.1% | 1,217,272 | 9.2% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $294,657,472 | $3,738,877 ▲ | 1.3% | 1,036,103 | 7.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $245,343,472 | $14,036,686 ▲ | 6.1% | 2,693,123 | 6.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $211,393,414 | $17,571,964 ▼ | -7.7% | 3,708,006 | 5.3% | ETF |
VUG Vanguard Growth ETF | $186,547,449 | $3,352,882 ▲ | 1.8% | 425,519 | 4.6% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $133,385,370 | $12,291,735 ▼ | -8.4% | 4,494,116 | 3.3% | ETF |
DFNM Dimensional National Municipal Bond ETF | $125,113,036 | $4,620,678 ▼ | -3.6% | 2,637,846 | 3.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $106,016,822 | $11,052,165 ▼ | -9.4% | 1,269,967 | 2.6% | ETF |
VV Vanguard Large-Cap ETF | $88,840,643 | $85,019 ▼ | -0.1% | 311,394 | 2.2% | ETF |
DFLV Dimensional US Large Cap Value ETF | $87,504,021 | $2,419,064 ▲ | 2.8% | 2,820,890 | 2.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $84,991,822 | $7,484,872 ▲ | 9.7% | 2,010,213 | 2.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $82,842,066 | $3,982,840 ▲ | 5.1% | 1,535,250 | 2.1% | ETF |
SCHF Schwab International Equity ETF | $79,170,856 | $3,001,953 ▼ | -3.7% | 3,582,392 | 2.0% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $66,201,028 | $3,940,502 ▲ | 6.3% | 2,129,335 | 1.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $44,487,683 | $54,961 ▼ | -0.1% | 329,441 | 1.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $40,645,381 | $1,201,004 ▼ | -2.9% | 382,221 | 1.0% | ETF |
DFSV Dimensional US Small Cap Value ETF | $40,466,714 | $11,378,136 ▲ | 39.1% | 1,375,016 | 1.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $40,029,465 | $5,375,935 ▲ | 15.5% | 288,646 | 1.0% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $33,226,948 | $5,783,540 ▲ | 21.1% | 484,782 | 0.8% | ETF |
SCHB Schwab US Broad Market ETF | $27,066,388 | $647,390 ▼ | -2.3% | 1,135,811 | 0.7% | ETF |
IWV iShares Russell 3000 ETF | $21,010,994 | $7,371 ▼ | 0.0% | 59,860 | 0.5% | ETF |
SCHX Schwab US Large-Cap ETF | $20,855,949 | $14,553,972 ▲ | 230.9% | 853,353 | 0.5% | ETF |
PG Procter & Gamble | $18,305,972 | $57,674 ▼ | -0.3% | 114,901 | 0.5% | Consumer Staples |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $10,996,656 | $357,492 ▼ | -3.1% | 374,418 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $10,050,908 | $343,479 ▼ | -3.3% | 23,673 | 0.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $8,758,564 | $5,691,888 ▲ | 185.6% | 216,314 | 0.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $7,565,897 | $4,977,332 ▲ | 192.3% | 259,017 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,133,057 | $15,446 ▼ | -0.2% | 11,545 | 0.2% | Finance |
DIMENSIONAL ETF TRUST
| $6,139,731 | $2,687,716 ▲ | 77.9% | 91,843 | 0.2% | US CORE EQUITY 1 |
AVDV Avantis International Small Cap Value ETF | $5,687,133 | $956,193 ▼ | -14.4% | 71,735 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $4,470,346 | $758,748 ▼ | -14.5% | 6,204 | 0.1% | Finance |
AAPL Apple | $4,450,108 | $613,659 ▼ | -12.1% | 21,690 | 0.1% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $4,183,304 | $596,138 ▼ | -12.5% | 21,452 | 0.1% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $3,860,767 | $331,576 ▲ | 9.4% | 65,682 | 0.1% | ETF |
EMR Emerson Electric | $3,788,068 | $267 ▼ | 0.0% | 28,411 | 0.1% | Industrials |
MSFT Microsoft | $3,787,280 | $264,125 ▲ | 7.5% | 7,614 | 0.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $3,779,771 | $203,928 ▼ | -5.1% | 6,654 | 0.1% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $3,619,157 | $462,796 ▲ | 14.7% | 92,208 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $3,197,083 | $293,346 ▼ | -8.4% | 64,640 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $2,912,462 | $63,012 ▼ | -2.1% | 4,391 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $2,668,621 | $67,640 ▼ | -2.5% | 38,625 | 0.1% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $2,631,284 | $400,208 ▼ | -13.2% | 66,767 | 0.1% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $2,584,952 | $1,906,195 ▲ | 280.8% | 37,897 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $2,276,540 | $38,517 ▼ | -1.7% | 33,867 | 0.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,235,229 | $1,000,604 ▲ | 81.0% | 45,589 | 0.1% | ETF |
NVDA NVIDIA | $2,172,363 | $152,144 ▼ | -6.5% | 13,750 | 0.1% | Computer and Technology |
AVIG Avantis Core Fixed Income ETF | $2,145,089 | $114,038 ▲ | 5.6% | 51,540 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $2,084,313 | $1,663,509 ▼ | -44.4% | 18,931 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $2,078,656 | $849,284 ▼ | -29.0% | 10,637 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $2,064,233 | $130,473 ▲ | 6.7% | 23,178 | 0.1% | ETF |
IWB iShares Russell 1000 ETF | $1,994,634 | | 0.0% | 5,874 | 0.0% | ETF |
AMZN Amazon.com | $1,966,472 | $90,173 ▼ | -4.4% | 8,963 | 0.0% | Retail/Wholesale |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,910,636 | | 0.0% | 18,200 | 0.0% | ETF |
QYLD Global X Nasdaq 100 Covered Call ETF | $1,875,499 | | 0.0% | 112,171 | 0.0% | Manufacturing |
BND Vanguard Total Bond Market ETF | $1,817,069 | $391,791 ▲ | 27.5% | 24,678 | 0.0% | ETF |
VTV Vanguard Value ETF | $1,786,516 | $290,919 ▼ | -14.0% | 10,108 | 0.0% | ETF |
DFUS Dimensional U.S. Equity ETF | $1,595,880 | | 0.0% | 23,812 | 0.0% | ETF |
VO Vanguard Mid-Cap ETF | $1,533,224 | $280 ▼ | 0.0% | 5,479 | 0.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,510,541 | $1,592 ▲ | 0.1% | 31,313 | 0.0% | Finance |
GOOGL Alphabet | $1,438,037 | $302,587 ▲ | 26.6% | 8,160 | 0.0% | Computer and Technology |
AVDE Avantis International Equity ETF | $1,269,948 | $51,437 ▼ | -3.9% | 17,159 | 0.0% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $1,219,133 | $59,866 ▲ | 5.2% | 11,119 | 0.0% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $1,206,532 | $54,768 ▼ | -4.3% | 31,701 | 0.0% | ETF |
EFA iShares MSCI EAFE ETF | $1,179,501 | $1,609 ▼ | -0.1% | 13,195 | 0.0% | Finance |
MUB iShares National Muni Bond ETF | $1,109,828 | $1,109,828 ▲ | New Holding | 10,622 | 0.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,108,554 | $3,877 ▲ | 0.4% | 4,003 | 0.0% | ETF |
AVGO Broadcom | $1,010,257 | $55,130 ▼ | -5.2% | 3,665 | 0.0% | Computer and Technology |
MLI Mueller Industries | $1,009,110 | $1,009,110 ▲ | New Holding | 12,698 | 0.0% | Industrials |
SCZ iShares MSCI EAFE Small-Cap ETF | $974,070 | | 0.0% | 13,402 | 0.0% | ETF |
JPM JPMorgan Chase & Co. | $935,124 | $218,273 ▲ | 30.4% | 3,226 | 0.0% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $866,411 | $277,352 ▼ | -24.2% | 6,557 | 0.0% | ETF |
ACN Accenture | $823,442 | $129,718 ▼ | -13.6% | 2,755 | 0.0% | Computer and Technology |
VSGX Vanguard ESG International Stock ETF | $817,768 | | 0.0% | 12,485 | 0.0% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $811,488 | $16,923 ▼ | -2.0% | 8,919 | 0.0% | ETF |
AVUS Avantis U.S. Equity ETF | $808,072 | $1,952,177 ▼ | -70.7% | 8,015 | 0.0% | ETF |
QQQ Invesco QQQ | $773,684 | $27,572 ▲ | 3.7% | 1,403 | 0.0% | Finance |
VONG Vanguard Russell 1000 Growth ETF | $769,816 | $187,049 ▼ | -19.5% | 7,050 | 0.0% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $763,378 | $933,544 ▼ | -55.0% | 9,515 | 0.0% | ETF |
KMI Kinder Morgan | $754,286 | $754,286 ▲ | New Holding | 25,656 | 0.0% | Energy |
V Visa | $727,853 | $28,759 ▲ | 4.1% | 2,050 | 0.0% | Business Services |
IJH iShares Core S&P Mid-Cap ETF | $691,833 | $138,305 ▼ | -16.7% | 11,155 | 0.0% | ETF |
GOOG Alphabet | $686,145 | $30,156 ▼ | -4.2% | 3,868 | 0.0% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $670,827 | $6,885 ▲ | 1.0% | 6,138 | 0.0% | ETF |
GE GE Aerospace | $659,948 | $18,789 ▲ | 2.9% | 2,564 | 0.0% | Aerospace |
VOE Vanguard Mid-Cap Value ETF | $654,711 | $125,318 ▼ | -16.1% | 3,981 | 0.0% | ETF |
HD Home Depot | $652,619 | $18,332 ▼ | -2.7% | 1,780 | 0.0% | Retail/Wholesale |
ORLY O'Reilly Automotive | $652,451 | $652,451 ▲ | New Holding | 7,239 | 0.0% | Retail/Wholesale |
IEMG iShares Core MSCI Emerging Markets ETF | $612,505 | $91,729 ▼ | -13.0% | 10,203 | 0.0% | ETF |
VB Vanguard Small-Cap ETF | $610,752 | $116,842 ▼ | -16.1% | 2,577 | 0.0% | ETF |
CINF Cincinnati Financial | $608,636 | $298 ▼ | 0.0% | 4,087 | 0.0% | Finance |
XOM Exxon Mobil | $582,825 | $216 ▲ | 0.0% | 5,407 | 0.0% | Energy |
JNJ Johnson & Johnson | $580,297 | $611 ▲ | 0.1% | 3,799 | 0.0% | Medical |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $559,926 | | 0.0% | 4,613 | 0.0% | ETF |
INTU Intuit | $550,553 | $25,992 ▼ | -4.5% | 699 | 0.0% | Computer and Technology |
PIPR Piper Sandler Companies | $540,315 | | 0.0% | 1,944 | 0.0% | Finance |
SDY SPDR S&P Dividend ETF | $499,079 | | 0.0% | 3,677 | 0.0% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $496,236 | $226,592 ▼ | -31.3% | 876 | 0.0% | ETF |
