AVDE Avantis International Equity ETF | $37,037,971 | $2,094,202 ▼ | -5.4% | 612,907 | 10.8% | ETF |
AVUS Avantis U.S. Equity ETF | $20,810,011 | $1,783,906 ▼ | -7.9% | 255,181 | 6.1% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $14,132,462 | $546,757 ▼ | -3.7% | 250,620 | 4.1% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $13,851,072 | $4,417,150 ▲ | 46.8% | 542,541 | 4.0% | ETF |
VTV Vanguard Value ETF | $11,231,274 | $1,023,920 ▲ | 10.0% | 75,126 | 3.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $9,847,445 | $24,964 ▲ | 0.3% | 109,660 | 2.9% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $9,680,874 | $745,374 ▼ | -7.1% | 189,598 | 2.8% | ETF |
AAPL Apple | $9,654,733 | $27,532 ▼ | -0.3% | 50,147 | 2.8% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $9,008,337 | | 0.0% | 160,462 | 2.6% | ETF |
VUG Vanguard Growth ETF | $8,932,365 | $702,266 ▲ | 8.5% | 28,733 | 2.6% | ETF |
OEF iShares S&P 100 ETF | $8,470,132 | $32,392 ▲ | 0.4% | 37,916 | 2.5% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $8,346,263 | $493,155 ▼ | -5.6% | 144,499 | 2.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $7,051,103 | $555,630 ▲ | 8.6% | 171,560 | 2.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $6,873,236 | $906,338 ▼ | -11.7% | 82,850 | 2.0% | ETF |
DFAU Dimensional US Core Equity Market ETF | $6,872,962 | $5,465,060 ▲ | 388.2% | 206,706 | 2.0% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $6,810,010 | $1,596,930 ▲ | 30.6% | 144,863 | 2.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $6,380,087 | $65,117 ▲ | 1.0% | 13,423 | 1.9% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $6,321,460 | $767,837 ▲ | 13.8% | 131,972 | 1.8% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $6,139,288 | $812,599 ▼ | -11.7% | 87,579 | 1.8% | ETF |
VB Vanguard Small-Cap ETF | $5,584,099 | $116,264 ▲ | 2.1% | 26,176 | 1.6% | ETF |
DUHP Dimensional US High Profitability ETF | $5,497,526 | $151,004 ▲ | 2.8% | 192,154 | 1.6% | ETF |
SCHF Schwab International Equity ETF | $5,326,269 | $586,592 ▼ | -9.9% | 144,109 | 1.5% | ETF |
GIS General Mills | $4,926,148 | $3,518 ▲ | 0.1% | 75,624 | 1.4% | Consumer Staples |
AVRE Avantis Real Estate ETF | $4,719,838 | $2,224,142 ▼ | -32.0% | 108,978 | 1.4% | ETF |
MSFT Microsoft | $4,623,788 | $178,619 ▼ | -3.7% | 12,296 | 1.3% | Computer and Technology |
VONE Vanguard Russell 1000 | $4,454,863 | $414,572 ▼ | -8.5% | 20,535 | 1.3% | ETF |
VSAT Viasat | $3,809,697 | | 0.0% | 136,304 | 1.1% | Computer and Technology |
DFGR Dimensional Global Real Estate ETF | $3,662,713 | $3,662,713 ▲ | New Holding | 140,982 | 1.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $3,499,834 | $2,605,363 ▲ | 291.3% | 94,031 | 1.0% | ETF |
VNQ Vanguard Real Estate Index Fund ETF Shares | $3,372,084 | $1,007,216 ▼ | -23.0% | 38,163 | 1.0% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $3,043,972 | $2,320,431 ▲ | 320.7% | 121,954 | 0.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,958,940 | | 0.0% | 9,760 | 0.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,804,099 | $238,634 ▼ | -7.8% | 95,932 | 0.8% | ETF |
VTI Vanguard Total Stock Market ETF | $2,763,139 | | 0.0% | 11,648 | 0.8% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $2,758,285 | $646,771 ▼ | -19.0% | 111,266 | 0.8% | ETF |
UNH UnitedHealth Group | $2,652,792 | $28,955 ▲ | 1.1% | 5,039 | 0.8% | Medical |
DFUS Dimensional U.S. Equity ETF | $2,602,748 | | 0.0% | 50,217 | 0.8% | ETF |
SCHH Schwab U.S. REIT ETF | $2,590,946 | $1,399,706 ▲ | 117.5% | 125,106 | 0.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,561,382 | $150,278 ▲ | 6.2% | 14,232 | 0.7% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $2,507,669 | | 0.0% | 53,778 | 0.7% | ETF |
AMZN Amazon.com | $2,468,114 | $142,368 ▲ | 6.1% | 16,244 | 0.7% | Retail/Wholesale |
NVDA NVIDIA | $2,432,744 | $9,905 ▲ | 0.4% | 4,912 | 0.7% | Computer and Technology |
GOOG Alphabet | $2,413,709 | $41,293 ▲ | 1.7% | 17,127 | 0.7% | Computer and Technology |
GOOGL Alphabet | $2,113,790 | $31,710 ▲ | 1.5% | 15,132 | 0.6% | Communication Services |
IJR iShares Core S&P Small-Cap ETF | $2,050,966 | $63,433 ▼ | -3.0% | 18,947 | 0.6% | ETF |
IVV iShares Core S&P 500 ETF | $1,912,909 | | 0.0% | 4,005 | 0.6% | ETF |
IWV iShares Russell 3000 ETF | $1,834,058 | | 0.0% | 6,700 | 0.5% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $1,744,840 | $1,200,241 ▲ | 220.4% | 33,343 | 0.5% | ETF |
CHRW C.H. Robinson Worldwide | $1,705,339 | $408,366 ▲ | 31.5% | 19,740 | 0.5% | Transportation |
V Visa | $1,652,739 | $4,426 ▼ | -0.3% | 6,348 | 0.5% | Business Services |
ORLY O'Reilly Automotive | $1,580,934 | $2,850 ▲ | 0.2% | 1,664 | 0.5% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $1,575,724 | | 0.0% | 4,418 | 0.5% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $1,247,072 | $883,330 ▲ | 242.8% | 20,917 | 0.4% | ETF |
ITW Illinois Tool Works | $1,201,257 | $3,929 ▼ | -0.3% | 4,586 | 0.3% | Industrials |
AVGE Avantis All Equity Markets ETF | $1,127,537 | | 0.0% | 17,411 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $1,106,130 | $510 ▲ | 0.0% | 6,503 | 0.3% | Finance |
TJX TJX Companies | $1,090,260 | | 0.0% | 11,622 | 0.3% | Retail/Wholesale |
JNJ Johnson & Johnson | $1,076,139 | $1,567 ▼ | -0.1% | 6,866 | 0.3% | Medical |
MDYV SPDR S&P 400 Mid Cap Value ETF | $1,031,356 | | 0.0% | 14,055 | 0.3% | ETF |
VV Vanguard Large-Cap ETF | $1,024,215 | | 0.0% | 4,695 | 0.3% | ETF |
ZTS Zoetis | $1,022,574 | $9,079 ▼ | -0.9% | 5,181 | 0.3% | Medical |
DHR Danaher | $1,020,210 | $31,925 ▼ | -3.0% | 4,410 | 0.3% | Multi-Sector Conglomerates |
IWP iShares Russell Mid-Cap Growth ETF | $884,359 | | 0.0% | 8,466 | 0.3% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $882,124 | | 0.0% | 36,123 | 0.3% | ETF |
VOE Vanguard Mid-Cap Value ETF | $881,516 | $1,305 ▲ | 0.1% | 6,079 | 0.3% | ETF |
PEP PepsiCo | $862,448 | $5,944 ▼ | -0.7% | 5,078 | 0.3% | Consumer Staples |
LLY Eli Lilly and Company | $859,807 | $55,960 ▲ | 7.0% | 1,475 | 0.3% | Medical |
ADBE Adobe | $850,752 | $17,898 ▼ | -2.1% | 1,426 | 0.2% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $846,181 | | 0.0% | 11,230 | 0.2% | Finance |
AVGO Broadcom | $805,943 | $108,278 ▲ | 15.5% | 722 | 0.2% | Computer and Technology |
DCO Ducommun | $801,724 | | 0.0% | 15,400 | 0.2% | Aerospace |
MMC Marsh & McLennan Companies | $738,365 | $2,084 ▼ | -0.3% | 3,897 | 0.2% | Finance |
ABT Abbott Laboratories | $724,371 | $13,869 ▼ | -1.9% | 6,581 | 0.2% | Medical |
META Meta Platforms | $708,982 | $354 ▼ | 0.0% | 2,003 | 0.2% | Computer and Technology |
INTC Intel | $672,094 | $4,271 ▼ | -0.6% | 13,375 | 0.2% | Computer and Technology |
ABBV AbbVie | $625,149 | $16,892 ▼ | -2.6% | 4,034 | 0.2% | Medical |
NKE NIKE | $604,084 | $24,971 ▼ | -4.0% | 5,564 | 0.2% | Consumer Discretionary |
VXUS Vanguard Total International Stock ETF | $593,965 | $149,766 ▲ | 33.7% | 10,248 | 0.2% | ETF |
LOW Lowe's Companies | $573,289 | $18,027 ▼ | -3.0% | 2,576 | 0.2% | Retail/Wholesale |
HON Honeywell International | $485,479 | $9,647 ▼ | -1.9% | 2,315 | 0.1% | Multi-Sector Conglomerates |
DG Dollar General | $480,584 | | 0.0% | 3,535 | 0.1% | Consumer Defensive |
VOO Vanguard S&P 500 ETF | $476,855 | $96,506 ▲ | 25.4% | 1,092 | 0.1% | ETF |
UNP Union Pacific | $474,047 | $38,562 ▼ | -7.5% | 1,930 | 0.1% | Transportation |
DIS Walt Disney | $458,583 | $6,501 ▼ | -1.4% | 5,079 | 0.1% | Consumer Discretionary |
IWM iShares Russell 2000 ETF | $442,566 | | 0.0% | 2,205 | 0.1% | Finance |
ORCL Oracle | $415,711 | $4,533 ▼ | -1.1% | 3,943 | 0.1% | Computer and Technology |
AVSF Avantis Short-Term Fixed Income ETF | $406,880 | $15,314 ▲ | 3.9% | 8,768 | 0.1% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $401,971 | | 0.0% | 4,825 | 0.1% | ETF |
CAT Caterpillar | $400,633 | $8,870 ▼ | -2.2% | 1,355 | 0.1% | Industrial Products |
FI Fiserv | $398,520 | | 0.0% | 3,000 | 0.1% | Business Services |
HD Home Depot | $381,263 | $17,677 ▲ | 4.9% | 1,100 | 0.1% | Retail/Wholesale |
CNC Centene | $379,436 | | 0.0% | 5,113 | 0.1% | Medical |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $357,717 | | 0.0% | 7,611 | 0.1% | Finance |
XBI SPDR S&P Biotech ETF | $357,228 | $89 ▲ | 0.0% | 4,001 | 0.1% | ETF |
IAU iShares Gold Trust | $347,485 | | 0.0% | 8,903 | 0.1% | Finance |
VYM Vanguard High Dividend Yield ETF | $345,745 | $46,888 ▼ | -11.9% | 3,097 | 0.1% | ETF |
AAXJ iShares MSCI All Country Asia ex Japan ETF | $342,969 | | 0.0% | 5,152 | 0.1% | ETF |
DFNM Dimensional National Municipal Bond ETF | $334,817 | | 0.0% | 6,902 | 0.1% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $315,613 | | 0.0% | 3,984 | 0.1% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $297,417 | $62,722 ▲ | 26.7% | 2,608 | 0.1% | ETF |
