AVUS Avantis U.S. Equity ETF | $57,441,462 | $744,768 ▲ | 1.3% | 621,795 | 12.5% | ETF |
AVDE Avantis International Equity ETF | $48,953,382 | $813,000 ▼ | -1.6% | 738,696 | 10.6% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $39,510,682 | $839,796 ▼ | -2.1% | 453,260 | 8.6% | ETF |
SCHQ Schwab Long-Term U.S. Treasury ETF | $20,730,967 | $10,743,419 ▲ | 107.6% | 632,813 | 4.5% | ETF |
AVDV Avantis International Small Cap Value ETF | $20,368,339 | $433,016 ▲ | 2.2% | 292,061 | 4.4% | ETF |
AAPL Apple | $20,276,623 | $435,595 ▼ | -2.1% | 91,283 | 4.4% | Computer and Technology |
VUG Vanguard Growth ETF | $14,803,736 | $978,585 ▲ | 7.1% | 39,922 | 3.2% | ETF |
PRCT PROCEPT BioRobotics | $12,234,600 | $12,234,600 ▲ | New Holding | 210,000 | 2.7% | Medical |
AVEM Avantis Emerging Markets Equity ETF | $9,786,147 | $36,162 ▲ | 0.4% | 162,642 | 2.1% | ETF |
BND Vanguard Total Bond Market ETF | $9,433,404 | $8,386,595 ▲ | 801.2% | 128,433 | 2.1% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $9,192,331 | $7,949,565 ▲ | 639.7% | 96,386 | 2.0% | ETF |
VTV Vanguard Value ETF | $9,056,103 | $1,164,099 ▲ | 14.8% | 52,426 | 2.0% | ETF |
DFUV Dimensional US Marketwide Value ETF | $8,460,602 | $29,506 ▼ | -0.3% | 205,305 | 1.8% | ETF |
DFIV Dimensional International Value ETF | $8,359,520 | $29,953 ▼ | -0.4% | 212,386 | 1.8% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $5,895,861 | $642,198 ▲ | 12.2% | 221,816 | 1.3% | ETF |
AVSF Avantis Short-Term Fixed Income ETF | $5,316,137 | $969,392 ▲ | 22.3% | 113,738 | 1.2% | ETF |
VOO Vanguard S&P 500 ETF | $4,669,297 | $478,955 ▼ | -9.3% | 9,086 | 1.0% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $4,373,314 | $284,233 ▲ | 7.0% | 52,729 | 1.0% | ETF |
DFAI Dimensional International Core Equity Market ETF | $4,340,652 | $416,857 ▲ | 10.6% | 138,990 | 0.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,855,473 | $645,152 ▲ | 20.1% | 116,868 | 0.8% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $3,793,505 | $93,214 ▼ | -2.4% | 164,577 | 0.8% | ETF |
NVDA NVIDIA | $3,654,234 | $346,815 ▼ | -8.7% | 33,717 | 0.8% | Computer and Technology |
MSFT Microsoft | $3,450,453 | $25,526 ▲ | 0.7% | 9,192 | 0.8% | Computer and Technology |
AMZN Amazon.com | $3,177,398 | $232,692 ▼ | -6.8% | 16,700 | 0.7% | Retail/Wholesale |
META Meta Platforms | $3,089,132 | $7,492 ▲ | 0.2% | 5,360 | 0.7% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $3,043,819 | $308,749 ▲ | 11.3% | 50,328 | 0.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,994,831 | $191,881 ▼ | -6.0% | 16,076 | 0.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,948,914 | $165,380 ▲ | 5.9% | 65,155 | 0.6% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $2,922,133 | $57,514 ▼ | -1.9% | 53,043 | 0.6% | Manufacturing |
AVLV Avantis U.S. Large Cap Value ETF | $2,896,925 | $336,937 ▲ | 13.2% | 44,425 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $2,680,169 | $383,392 ▲ | 16.7% | 9,752 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,610,132 | $1,077,393 ▲ | 70.3% | 4,666 | 0.6% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $2,576,373 | $15,602 ▼ | -0.6% | 50,036 | 0.6% | ETF |
AVIV Avantis International Large Cap Value ETF | $2,564,592 | $167,432 ▲ | 7.0% | 45,247 | 0.6% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $2,457,154 | $87,750 ▲ | 3.7% | 32,090 | 0.5% | ETF |
VOE Vanguard Mid-Cap Value ETF | $2,229,629 | $126,348 ▲ | 6.0% | 13,888 | 0.5% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,219,285 | $111,551 ▲ | 5.3% | 9,072 | 0.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $2,140,000 | $1,000,126 ▼ | -31.8% | 85,463 | 0.5% | ETF |
V Visa | $2,104,890 | $26,285 ▲ | 1.3% | 6,006 | 0.5% | Business Services |
MQ Marqeta | $2,031,646 | | 0.0% | 493,118 | 0.4% | Business Services |
AVGE Avantis All Equity Markets ETF | $1,992,684 | $239,128 ▲ | 13.6% | 27,991 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $1,945,304 | $5,619 ▼ | -0.3% | 3,462 | 0.4% | ETF |
GOOG Alphabet | $1,915,160 | $317,136 ▼ | -14.2% | 12,259 | 0.4% | Computer and Technology |
CRM Salesforce | $1,855,696 | $172,823 ▼ | -8.5% | 6,915 | 0.4% | Computer and Technology |
GOOGL Alphabet | $1,759,645 | $413,661 ▼ | -19.0% | 11,379 | 0.4% | Computer and Technology |
XOM Exxon Mobil | $1,717,666 | $36,630 ▲ | 2.2% | 14,443 | 0.4% | Energy |
GLD SPDR Gold Shares | $1,609,550 | $716,316 ▲ | 80.2% | 5,586 | 0.4% | Finance |
BRK.B Berkshire Hathaway | $1,601,184 | $42,613 ▲ | 2.7% | 3,006 | 0.3% | Finance |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,597,203 | $14,716 ▲ | 0.9% | 30,498 | 0.3% | Manufacturing |
VBK Vanguard Small-Cap Growth ETF | $1,454,599 | $65,969 ▲ | 4.8% | 5,777 | 0.3% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $1,428,155 | $2,458 ▲ | 0.2% | 61,585 | 0.3% | ETF |
TSLA Tesla | $1,345,352 | $119,477 ▼ | -8.2% | 5,191 | 0.3% | Auto/Tires/Trucks |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $1,294,494 | $613,582 ▲ | 90.1% | 14,112 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,280,174 | $67,461 ▲ | 5.6% | 12,942 | 0.3% | Finance |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,271,062 | $1,271,062 ▲ | New Holding | 26,748 | 0.3% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,151,340 | $16,181 ▲ | 1.4% | 44,470 | 0.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $1,122,333 | $929,825 ▲ | 483.0% | 29,197 | 0.2% | ETF |
QQQ Invesco QQQ | $1,108,350 | $6,095 ▲ | 0.6% | 2,364 | 0.2% | Finance |
SNOW Snowflake | $1,107,747 | $1,169 ▼ | -0.1% | 7,579 | 0.2% | Computer and Technology |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,104,228 | $4,411 ▲ | 0.4% | 13,517 | 0.2% | Manufacturing |
JPM JPMorgan Chase & Co. | $1,101,924 | $31,645 ▼ | -2.8% | 4,492 | 0.2% | Finance |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $1,082,934 | | 0.0% | 46,638 | 0.2% | ETF |
DISV Dimensional International Small Cap Value ETF | $1,062,888 | $27,781 ▼ | -2.5% | 36,500 | 0.2% | ETF |
TGT Target | $1,061,244 | $24,525 ▼ | -2.3% | 10,169 | 0.2% | Retail/Wholesale |
IWY iShares Russell Top 200 Growth ETF | $1,059,763 | | 0.0% | 5,024 | 0.2% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $1,056,493 | $116,646 ▲ | 12.4% | 21,828 | 0.2% | ETF |
COST Costco Wholesale | $1,013,607 | $6,619 ▲ | 0.7% | 1,072 | 0.2% | Retail/Wholesale |
AVRE Avantis Real Estate ETF | $1,008,746 | $203,693 ▲ | 25.3% | 23,454 | 0.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $989,042 | $329,995 ▲ | 50.1% | 35,615 | 0.2% | ETF |
CDNS Cadence Design Systems | $980,188 | $6,867 ▼ | -0.7% | 3,854 | 0.2% | Computer and Technology |
MA Mastercard | $965,090 | $30,142 ▼ | -3.0% | 1,761 | 0.2% | Business Services |
IBM International Business Machines | $957,076 | $4,476 ▼ | -0.5% | 3,849 | 0.2% | Computer and Technology |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $907,661 | $9,993 ▼ | -1.1% | 39,056 | 0.2% | ETF |
GILD Gilead Sciences | $882,525 | $4,482 ▼ | -0.5% | 7,876 | 0.2% | Medical |
VHT Vanguard Health Care ETF | $849,974 | $201,707 ▼ | -19.2% | 3,211 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $798,442 | $798,442 ▲ | New Holding | 1 | 0.2% | Finance |
PRCH Porch Group | $796,695 | | 0.0% | 109,286 | 0.2% | Computer and Technology |
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | $793,937 | $128,975 ▲ | 19.4% | 36,996 | 0.2% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $756,456 | $4,661 ▼ | -0.6% | 12,660 | 0.2% | ETF |
CVX Chevron | $747,457 | $29,778 ▲ | 4.1% | 4,468 | 0.2% | Energy |
NEAR iShares Short Duration Bond Active ETF | $705,999 | $21,315 ▲ | 3.1% | 13,878 | 0.2% | ETF |
PSA Public Storage | $701,835 | $20,950 ▲ | 3.1% | 2,345 | 0.2% | Finance |
IFRA iShares U.S. Infrastructure ETF | $692,383 | $76,531 ▲ | 12.4% | 15,362 | 0.2% | ETF |
SOXX iShares Semiconductor ETF | $692,357 | $165,985 ▼ | -19.3% | 3,679 | 0.2% | ETF |
IAU iShares Gold Trust | $674,679 | $12,323 ▲ | 1.9% | 11,443 | 0.1% | Finance |
DFSV Dimensional US Small Cap Value ETF | $666,164 | $32,766 ▲ | 5.2% | 23,665 | 0.1% | ETF |
CMF iShares California Muni Bond ETF | $664,892 | $609,175 ▼ | -47.8% | 11,814 | 0.1% | ETF |
T AT&T | $645,471 | $3,931 ▼ | -0.6% | 22,824 | 0.1% | Computer and Technology |
NFLX Netflix | $642,524 | $27,976 ▼ | -4.2% | 689 | 0.1% | Consumer Discretionary |
VGT Vanguard Information Technology ETF | $605,938 | $73,233 ▼ | -10.8% | 1,117 | 0.1% | ETF |
DIMENSIONAL ETF TRUST
| $601,265 | $601,265 ▲ | New Holding | 9,804 | 0.1% | US CORE EQUITY 1 |
FIDELITY WISE ORIGIN BITCOIN
| $599,798 | | 0.0% | 8,334 | 0.1% | SHS |
SBUX Starbucks | $596,996 | $52,872 ▼ | -8.1% | 6,086 | 0.1% | Retail/Wholesale |
AMERICAN CENTY ETF TR
| $588,894 | $6,190 ▲ | 1.1% | 10,845 | 0.1% | AVANTIS INTL SML |
AVES Avantis Emerging Markets Value ETF | $586,321 | $113,510 ▲ | 24.0% | 12,433 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $565,887 | $215,977 ▼ | -27.6% | 2,552 | 0.1% | ETF |
ORCL Oracle | $553,927 | $70,884 ▲ | 14.7% | 3,962 | 0.1% | Computer and Technology |
GWX SPDR S&P International Small Cap ETF | $547,389 | | 0.0% | 17,127 | 0.1% | ETF |
VNQ Vanguard Real Estate ETF | $547,191 | $147,752 ▼ | -21.3% | 6,044 | 0.1% | ETF |
CSCO Cisco Systems | $535,369 | $69,544 ▼ | -11.5% | 8,676 | 0.1% | Computer and Technology |
