BSV Vanguard Short-Term Bond ETF | $565,962,370 | $18,695,375 â–² | 3.4% | 7,217,987 | 12.6% | ETF |
DFCF Dimensional Core Fixed Income ETF | $551,509,542 | $21,908,675 â–² | 4.1% | 13,062,756 | 12.3% | ETF |
IVV iShares Core S&P 500 ETF | $454,523,892 | $8,806,580 â–² | 2.0% | 695,831 | 10.1% | ETF |
VTI Vanguard Total Stock Market ETF | $378,000,743 | $4,429,744 â–¼ | -1.2% | 1,178,270 | 8.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $317,262,404 | $2,737,778 â–² | 0.9% | 2,871,933 | 7.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $284,620,484 | $9,623,084 â–² | 3.5% | 1,105,967 | 6.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $221,408,187 | $8,579,415 â–¼ | -3.7% | 3,455,184 | 4.9% | ETF |
VUG Vanguard Growth ETF | $184,801,730 | $4,203,226 â–² | 2.3% | 423,091 | 4.1% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $182,647,294 | $9,986,539 â–² | 5.8% | 5,286,463 | 4.1% | ETF |
DFNM Dimensional National Municipal Bond ETF | $148,377,572 | $5,829,918 â–² | 4.1% | 3,095,714 | 3.3% | ETF |
DFLV Dimensional US Large Cap Value ETF | $128,045,824 | $6,261,571 â–² | 5.1% | 3,585,713 | 2.9% | ETF |
VV Vanguard Large-Cap ETF | $105,281,912 | $16,097,562 â–² | 18.0% | 352,290 | 2.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $102,853,242 | $5,103,358 â–¼ | -4.7% | 1,136,123 | 2.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $94,163,673 | $1,138,277 â–¼ | -1.2% | 1,943,122 | 2.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $92,499,080 | $1,467,513 â–¼ | -1.6% | 1,481,170 | 2.1% | ETF |
SCHF Schwab International Equity ETF | $80,479,086 | $3,150,452 â–¼ | -3.8% | 3,251,680 | 1.8% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $69,609,066 | $3,517,115 â–¼ | -4.8% | 1,959,163 | 1.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $47,793,426 | $2,458,231 â–² | 5.4% | 448,765 | 1.1% | ETF |
DFSV Dimensional US Small Cap Value ETF | $47,005,509 | $149,866 â–² | 0.3% | 1,341,481 | 1.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $45,671,283 | $589,945 â–¼ | -1.3% | 320,658 | 1.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $43,088,959 | $6,547,576 â–² | 17.9% | 336,317 | 1.0% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $36,701,962 | $207,010 â–¼ | -0.6% | 455,472 | 0.8% | ETF |
SCHB Schwab US Broad Market ETF | $27,548,528 | $480,615 â–¼ | -1.7% | 1,097,551 | 0.6% | ETF |
SCHX Schwab US Large-Cap ETF | $21,678,670 | $224,247 â–² | 1.0% | 845,502 | 0.5% | ETF |
IWV iShares Russell 3000 ETF | $21,543,693 | $162,359 â–¼ | -0.7% | 58,119 | 0.5% | ETF |
PG Procter & Gamble | $18,755,038 | $268,224 â–¼ | -1.4% | 129,847 | 0.4% | Consumer Staples |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $12,665,177 | $238,096 â–¼ | -1.8% | 372,834 | 0.3% | ETF |
EA SERIES TRUST
| $10,851,237 | $568,767 â–¼ | -5.0% | 233,273 | 0.2% | ALPHA ARCHITECT |
IWF iShares Russell 1000 Growth ETF | $9,583,534 | $2,558 â–² | 0.0% | 22,475 | 0.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $9,354,007 | $2,621,937 â–² | 38.9% | 321,112 | 0.2% | ETF |
DIMENSIONAL ETF TRUST
| $8,891,558 | $858,832 â–² | 10.7% | 123,357 | 0.2% | US CORE EQUITY 1 |
SPDW SPDR Portfolio Developed World ex-US ETF | $8,733,344 | $1,024,660 â–¼ | -10.5% | 191,311 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,657,081 | $6,503 â–¼ | -0.1% | 11,774 | 0.2% | Finance |
AVDV Avantis International Small Cap Value ETF | $6,665,582 | $355,104 â–¼ | -5.1% | 66,749 | 0.1% | ETF |
BND Vanguard Total Bond Market ETF | $6,231,386 | $1,288,252 â–² | 26.1% | 84,620 | 0.1% | ETF |
AAPL Apple | $5,583,120 | $30,962 â–¼ | -0.6% | 21,999 | 0.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $5,260,928 | $801,927 â–² | 18.0% | 8,804 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $4,946,972 | $44,102 â–¼ | -0.9% | 22,771 | 0.1% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $4,498,726 | $71,184 â–² | 1.6% | 76,849 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $4,176,346 | $3,651 â–¼ | -0.1% | 5,720 | 0.1% | Finance |
DFSU Dimensional US Sustainability Core 1 ETF | $3,795,768 | $19,970 â–² | 0.5% | 92,377 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $3,503,128 | $26,484 â–¼ | -0.8% | 64,813 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $3,254,599 | $62,268 â–² | 2.0% | 36,692 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $3,156,684 | $55,537 â–¼ | -1.7% | 27,908 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $3,005,080 | | 0.0% | 4,307 | 0.1% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $2,996,133 | $39,499 â–¼ | -1.3% | 37,168 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $2,879,716 | $48,565 â–¼ | -1.7% | 13,638 | 0.1% | ETF |
EMR Emerson Electric | $2,746,601 | $13,102 â–¼ | -0.5% | 20,963 | 0.1% | Industrials |
DFSI Dimensional International Sustainability Core 1 ETF | $2,716,458 | $105,746 â–¼ | -3.7% | 64,067 | 0.1% | ETF |
MSFT Microsoft | $2,694,221 | $41,461 â–² | 1.6% | 7,278 | 0.1% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $2,684,560 | $51,740 â–² | 2.0% | 34,815 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $2,446,608 | $10,289 â–¼ | -0.4% | 32,578 | 0.1% | ETF |
GOOGL Alphabet | $2,433,045 | $41,696 â–¼ | -1.7% | 8,461 | 0.1% | Computer and Technology |
VTEB Vanguard Tax-Exempt Bond ETF | $2,285,147 | | 0.0% | 45,804 | 0.1% | ETF |
AMZN Amazon.com | $2,211,278 | $65,816 â–¼ | -2.9% | 10,617 | 0.0% | Retail/Wholesale |
NVDA NVIDIA | $2,123,606 | $66,619 â–¼ | -3.0% | 12,177 | 0.0% | Computer and Technology |
IWB iShares Russell 1000 ETF | $2,088,728 | | 0.0% | 5,858 | 0.0% | ETF |
IVOO Vanguard S&P Mid-Cap 400 ETF | $2,080,624 | | 0.0% | 18,200 | 0.0% | ETF |
VTV Vanguard Value ETF | $1,950,383 | $2,943 â–² | 0.2% | 9,941 | 0.0% | ETF |
AVIG Avantis Core Fixed Income ETF | $1,741,246 | $374,278 â–¼ | -17.7% | 41,917 | 0.0% | ETF |
QYLD Global X Nasdaq 100 Covered Call ETF | $1,694,163 | | 0.0% | 98,785 | 0.0% | Manufacturing |
EEM iShares MSCI Emerging Markets ETF | $1,689,051 | | 0.0% | 29,742 | 0.0% | Finance |
DFUS Dimensional U.S. Equity ETF | $1,659,861 | $28,648 â–¼ | -1.7% | 23,408 | 0.0% | ETF |
VO Vanguard Mid-Cap ETF | $1,528,983 | $38,196 â–¼ | -2.4% | 5,324 | 0.0% | ETF |
AVDE Avantis International Equity ETF | $1,378,673 | $58,032 â–¼ | -4.0% | 16,250 | 0.0% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $1,354,615 | $11,948 â–² | 0.9% | 31,971 | 0.0% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,260,971 | $2,853 â–² | 0.2% | 26,519 | 0.0% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,227,699 | $5,743 â–¼ | -0.5% | 4,062 | 0.0% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $1,161,017 | $2,915 â–¼ | -0.3% | 7,966 | 0.0% | ETF |
GOOG Alphabet | $1,132,523 | $94,090 â–² | 9.1% | 3,948 | 0.0% | Computer and Technology |
MUB iShares National Muni Bond ETF | $1,116,443 | $70,481 â–¼ | -5.9% | 10,518 | 0.0% | ETF |
QQQ Invesco QQQ | $1,104,488 | $74,440 â–¼ | -6.3% | 1,914 | 0.0% | Finance |
AVUS Avantis U.S. Equity ETF | $1,050,762 | $178,555 â–² | 20.5% | 9,451 | 0.0% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,004,989 | $1,004,989 â–² | New Holding | 5,237 | 0.0% | ETF |
JPM JPMorgan Chase & Co. | $990,143 | $5,883 â–¼ | -0.6% | 3,366 | 0.0% | Finance |
SCZ iShares MSCI EAFE Small-Cap ETF | $969,083 | | 0.0% | 12,359 | 0.0% | ETF |
AVGO Broadcom | $966,290 | $29,403 â–² | 3.1% | 3,122 | 0.0% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $922,541 | $129,377 â–¼ | -12.3% | 9,498 | 0.0% | Finance |
IJK iShares S&P Mid-Cap 400 Growth ETF | $898,707 | $503 â–² | 0.1% | 8,932 | 0.0% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $856,866 | $94,367 â–² | 12.4% | 10,878 | 0.0% | ETF |
KMI Kinder Morgan | $841,838 | $18,408 â–¼ | -2.1% | 25,107 | 0.0% | Energy |
ESGV Vanguard ESG U.S. Stock ETF | $796,892 | $4,154 â–² | 0.5% | 7,098 | 0.0% | ETF |
XOM ExxonMobil | $789,858 | $204,250 â–² | 34.9% | 4,656 | 0.0% | Energy |
IJR iShares Core S&P Small-Cap ETF | $779,927 | $24,987 â–² | 3.3% | 6,274 | 0.0% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $770,378 | $17,003 â–² | 2.3% | 7,023 | 0.0% | ETF |
JNJ Johnson & Johnson | $767,786 | $32,999 â–² | 4.5% | 3,141 | 0.0% | Medical |
GE GE Aerospace | $760,220 | $115,778 â–¼ | -13.2% | 2,679 | 0.0% | Aerospace |
IJH iShares Core S&P Mid-Cap ETF | $747,490 | $16,883 â–² | 2.3% | 11,069 | 0.0% | ETF |
SLV iShares Silver Trust | $718,468 | | 0.0% | 10,544 | 0.0% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $705,573 | $8,018 â–¼ | -1.1% | 1,144 | 0.0% | ETF |
GE VERNOVA INC
| $690,464 | $111,731 â–² | 19.3% | 791 | 0.0% | COM |
VOE Vanguard Mid-Cap Value ETF | $682,898 | $2,211 â–¼ | -0.3% | 3,706 | 0.0% | ETF |
VB Vanguard Small-Cap ETF | $678,905 | $4,715 â–² | 0.7% | 2,592 | 0.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $675,178 | $2,860 â–¼ | -0.4% | 9,680 | 0.0% | ETF |
CINF Cincinnati Financial | $643,089 | $573,383 â–¼ | -47.1% | 4,087 | 0.0% | Finance |
COST Costco Wholesale | $621,772 | $996 â–² | 0.2% | 624 | 0.0% | Retail/Wholesale |
PIPR Piper Sandler Companies | $595,253 | $446,440 â–² | 300.0% | 7,776 | 0.0% | Financial Services |
VSGX Vanguard ESG International Stock ETF | $590,697 | $2,295 â–² | 0.4% | 8,235 | 0.0% | ETF |
HD Home Depot | $590,029 | $14,800 â–¼ | -2.4% | 1,794 | 0.0% | Retail/Wholesale |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $587,610 | | 0.0% | 4,696 | 0.0% | ETF |
