BSV Vanguard Short-Term Bond ETF | $578,111,460 | $15,758,077 â–² | 2.8% | 7,420,247 | 12.1% | ETF |
DFCF Dimensional Core Fixed Income ETF | $568,870,314 | $17,491,401 â–² | 3.2% | 13,477,146 | 11.9% | ETF |
IVV iShares Core S&P 500 ETF | $502,510,701 | $18,590,455 â–¼ | -3.6% | 671,007 | 10.5% | ETF |
VTI Vanguard Total Stock Market ETF | $424,660,548 | $11,346,538 â–¼ | -2.6% | 1,147,607 | 8.9% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $334,854,246 | $3,903,488 â–¼ | -1.2% | 1,093,223 | 7.0% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $331,107,556 | $27,194,811 â–¼ | -7.6% | 2,653,956 | 6.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $227,207,463 | $18,974,372 â–¼ | -7.7% | 3,188,877 | 4.7% | ETF |
VUG Vanguard Growth ETF | $210,621,288 | $174,176,224 â–² | 477.9% | 2,445,104 | 4.4% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $201,741,428 | $13,100,426 â–¼ | -6.1% | 4,964,110 | 4.2% | ETF |
DFNM Dimensional National Municipal Bond ETF | $155,238,445 | $5,607,102 â–² | 3.7% | 3,211,719 | 3.2% | ETF |
DFLV Dimensional US Large Cap Value ETF | $132,184,206 | $9,594,896 â–¼ | -6.8% | 3,343,050 | 2.8% | ETF |
VV Vanguard Large-Cap ETF | $116,902,996 | $4,253,138 â–¼ | -3.5% | 339,923 | 2.4% | ETF |
DFUV Dimensional US Marketwide Value ETF | $104,641,222 | $2,249,909 â–¼ | -2.1% | 1,902,222 | 2.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $103,432,114 | $6,294,599 â–¼ | -5.7% | 1,070,948 | 2.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $102,345,697 | $1,188,090 â–¼ | -1.1% | 1,464,173 | 2.1% | ETF |
SCHF Schwab International Equity ETF | $87,827,810 | $2,243,728 â–¼ | -2.5% | 3,170,679 | 1.8% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $61,089,975 | $11,908,446 â–¼ | -16.3% | 1,639,559 | 1.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $49,045,892 | $1,265,927 â–² | 2.6% | 460,655 | 1.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $46,958,199 | $2,281,945 â–¼ | -4.6% | 320,731 | 1.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $46,522,636 | $6,151,919 â–¼ | -11.7% | 283,208 | 1.0% | ETF |
DFSV Dimensional US Small Cap Value ETF | $46,311,884 | $5,724,163 â–¼ | -11.0% | 1,193,913 | 1.0% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $41,212,717 | $2,735,781 â–¼ | -6.2% | 427,119 | 0.9% | ETF |
SCHB Schwab US Broad Market ETF | $30,977,412 | $807,665 â–¼ | -2.5% | 1,069,662 | 0.6% | ETF |
IWV iShares Russell 3000 ETF | $24,548,437 | $233,669 â–¼ | -0.9% | 57,571 | 0.5% | ETF |
PG Procter & Gamble | $18,891,284 | $149,426 â–¼ | -0.8% | 128,828 | 0.4% | Consumer Staples |
SCHX Schwab US Large-Cap ETF | $18,263,470 | $6,619,663 â–¼ | -26.6% | 620,573 | 0.4% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $13,493,182 | $242,039 â–¼ | -1.8% | 366,264 | 0.3% | ETF |
EA SERIES TRUST
| $12,368,198 | $38,880 â–¼ | -0.3% | 232,542 | 0.3% | ALPHA ARCHITECT |
IWF iShares Russell 1000 Growth ETF | $10,858,544 | $8,067,823 â–² | 289.1% | 87,449 | 0.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $10,386,477 | $479,953 â–¼ | -4.4% | 306,929 | 0.2% | ETF |
DIMENSIONAL ETF TRUST
| $10,157,144 | $44,351 â–² | 0.4% | 123,898 | 0.2% | US CORE EQUITY 1 |
SPDW SPDR Portfolio Developed World ex-US ETF | $8,680,601 | $959,579 â–¼ | -10.0% | 172,268 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,909,041 | $883,429 â–¼ | -10.0% | 10,591 | 0.2% | ETF |
AAPL Apple | $7,062,016 | $696,479 â–² | 10.9% | 24,406 | 0.1% | Technology |
BND Vanguard Total Bond Market ETF | $6,537,130 | $325,205 â–² | 5.2% | 89,050 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $6,142,200 | $95,467 â–² | 1.6% | 8,943 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,108,397 | $424,748 â–¼ | -7.7% | 21,023 | 0.1% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $4,398,837 | $73,798 â–¼ | -1.6% | 75,581 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $4,115,313 | $3,600,540 â–² | 699.4% | 34,432 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $3,964,122 | $634,292 â–¼ | -13.8% | 4,931 | 0.1% | Finance |
IVW iShares S&P 500 Growth ETF | $3,874,645 | $36,446 â–² | 0.9% | 28,173 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $3,643,060 | $225,628 â–¼ | -5.8% | 61,033 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $3,536,377 | $1,832 â–¼ | -0.1% | 36,673 | 0.1% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $3,504,338 | $803,202 â–¼ | -18.6% | 75,152 | 0.1% | ETF |
GOOGL Alphabet | $3,023,203 | $357 â–¼ | 0.0% | 8,460 | 0.1% | Communication Services |
IVE iShares S&P 500 Value ETF | $3,016,095 | $80,608 â–¼ | -2.6% | 13,283 | 0.1% | ETF |
EMR Emerson Electric | $3,000,885 | | 0.0% | 20,963 | 0.1% | Industrials |
VXUS Vanguard Total International Stock ETF | $2,920,533 | $55,825 â–¼ | -1.9% | 34,162 | 0.1% | ETF |
MSFT Microsoft | $2,870,778 | $155,923 â–² | 5.7% | 7,696 | 0.1% | Technology |
VEU Vanguard FTSE All-World ex-US ETF | $2,688,878 | $39,530 â–¼ | -1.4% | 32,106 | 0.1% | ETF |
NVDA NVIDIA | $2,674,382 | $237,905 â–² | 9.8% | 13,366 | 0.1% | Technology |
AMZN Amazon.com | $2,606,572 | $76,033 â–² | 3.0% | 10,936 | 0.1% | Consumer Discretionary |
DFSI Dimensional International Sustainability Core 1 ETF | $2,530,381 | $359,041 â–¼ | -12.4% | 56,106 | 0.1% | ETF |
IWB iShares Russell 1000 ETF | $2,398,851 | | 0.0% | 5,858 | 0.1% | ETF |
IVOO Vanguard S&P Mid-Cap 400 ETF | $2,373,280 | | 0.0% | 18,200 | 0.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,305,892 | $10,875 â–¼ | -0.5% | 45,589 | 0.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $2,034,653 | | 0.0% | 29,742 | 0.0% | ETF |
DFUS Dimensional U.S. Equity ETF | $1,918,052 | | 0.0% | 23,408 | 0.0% | ETF |
QYLD Global X Nasdaq 100 Covered Call ETF | $1,820,608 | | 0.0% | 98,785 | 0.0% | ETF |
VO Vanguard Mid-Cap ETF | $1,594,883 | $1,165,928 â–² | 271.8% | 19,795 | 0.0% | ETF |
GE GE Aerospace | $1,506,801 | $505,630 â–² | 50.5% | 4,032 | 0.0% | Industrials |
VBK Vanguard Small-Cap Growth ETF | $1,483,595 | $1,828 â–¼ | -0.1% | 4,057 | 0.0% | ETF |
VTV Vanguard Value ETF | $1,451,850 | $714,593 â–¼ | -33.0% | 6,662 | 0.0% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $1,448,251 | $114,476 â–¼ | -7.3% | 29,629 | 0.0% | ETF |
GOOG Alphabet | $1,441,586 | $46,640 â–² | 3.3% | 4,080 | 0.0% | Communication Services |
QQQ Invesco QQQ | $1,406,961 | $2,209 â–¼ | -0.2% | 1,911 | 0.0% | ETF |
AVUS Avantis U.S. Equity ETF | $1,274,908 | $64,424 â–² | 5.3% | 9,954 | 0.0% | ETF |
AVGO Broadcom | $1,193,559 | $14,353 â–² | 1.2% | 3,160 | 0.0% | Technology |
AVIG Avantis Core Fixed Income ETF | $1,188,260 | $547,523 â–¼ | -31.5% | 28,695 | 0.0% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $1,185,823 | $2,204,275 â–¼ | -65.0% | 13,001 | 0.0% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,151,447 | $105,819 â–¼ | -8.4% | 24,287 | 0.0% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $1,146,255 | $164,926 â–¼ | -12.6% | 6,964 | 0.0% | ETF |
JPM JPMorgan Chase & Co. | $1,145,165 | $43,529 â–² | 4.0% | 3,499 | 0.0% | Finance |
MUB iShares National Muni Bond ETF | $1,118,798 | $13,129 â–¼ | -1.2% | 10,396 | 0.0% | ETF |
CINF Cincinnati Financial | $1,118,616 | $361,949 â–² | 47.8% | 6,042 | 0.0% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $1,114,171 | | 0.0% | 5,237 | 0.0% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,032,520 | $17,038 â–¼ | -1.6% | 8,787 | 0.0% | ETF |
EFA iShares MSCI EAFE ETF | $979,381 | $7,272 â–¼ | -0.7% | 9,428 | 0.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $962,680 | $32,183 â–² | 3.5% | 6,491 | 0.0% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $934,355 | $82,436 â–¼ | -8.1% | 11,357 | 0.0% | ETF |
AVDE Avantis International Equity ETF | $931,694 | $517,806 â–¼ | -35.7% | 10,445 | 0.0% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $899,543 | $169,764 â–¼ | -15.9% | 9,151 | 0.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $881,676 | $28,145 â–² | 3.3% | 11,434 | 0.0% | ETF |
GE VERNOVA INC
| $861,733 | $68,186 â–¼ | -7.3% | 733 | 0.0% | COM |
JNJ Johnson & Johnson | $856,305 | $58,661 â–² | 7.4% | 3,372 | 0.0% | Healthcare |
VONG Vanguard Russell 1000 Growth ETF | $839,328 | $58,281 â–¼ | -6.5% | 6,567 | 0.0% | ETF |
VB Vanguard Small-Cap ETF | $821,767 | $36,072 â–² | 4.6% | 2,711 | 0.0% | ETF |
TSM Taiwan Semiconductor Manufacturing | $815,217 | $41,549 â–² | 5.4% | 1,707 | 0.0% | Technology |
KMI Kinder Morgan | $806,124 | $3,453 â–² | 0.4% | 25,215 | 0.0% | Energy |
MDY SPDR S&P MidCap 400 ETF Trust | $804,621 | | 0.0% | 1,144 | 0.0% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $739,222 | $199,418 â–¼ | -21.2% | 5,590 | 0.0% | ETF |
LLY Eli Lilly and Company | $737,649 | $16,792 â–² | 2.3% | 615 | 0.0% | Healthcare |
META Meta Platforms | $694,537 | $337,411 â–² | 94.5% | 1,233 | 0.0% | Communication Services |
VSGX Vanguard ESG International Stock ETF | $678,070 | | 0.0% | 8,235 | 0.0% | ETF |
XOM ExxonMobil | $676,641 | $40,060 â–² | 6.3% | 4,949 | 0.0% | Energy |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $666,315 | | 0.0% | 4,696 | 0.0% | ETF |
V Visa | $665,939 | $24,703 â–² | 3.9% | 1,941 | 0.0% | Finance |
NUE Nucor | $646,866 | $446 â–² | 0.1% | 2,904 | 0.0% | Materials |
HD Home Depot | $635,317 | $2,469 â–² | 0.4% | 1,801 | 0.0% | Consumer Discretionary |
COST Costco Wholesale | $579,056 | $4,677 â–¼ | -0.8% | 619 | 0.0% | Consumer Staples |
