AVUS Avantis U.S. Equity ETF | $47,238,821 | $457,088 ▲ | 1.0% | 579,262 | 16.0% | ETF |
AVDE Avantis International Equity ETF | $44,128,510 | $565,564 ▲ | 1.3% | 730,242 | 15.0% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $41,116,079 | $225,488 ▼ | -0.5% | 457,863 | 14.0% | ETF |
AAPL Apple | $17,989,846 | $71,235 ▼ | -0.4% | 93,440 | 6.1% | Computer and Technology |
AVDV Avantis International Small Cap Value ETF | $17,256,156 | $6,124 ▼ | 0.0% | 276,143 | 5.9% | ETF |
DFUV Dimensional US Marketwide Value ETF | $13,929,546 | $53,336 ▼ | -0.4% | 374,249 | 4.7% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $9,035,239 | $22,443 ▲ | 0.2% | 160,228 | 3.1% | ETF |
DFIV Dimensional International Value ETF | $4,860,518 | $42,778 ▼ | -0.9% | 141,459 | 1.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $4,632,511 | $32,246 ▼ | -0.7% | 66,084 | 1.6% | ETF |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | $4,443,825 | $90,451 ▲ | 2.1% | 195,634 | 1.5% | ETF |
VOO Vanguard S&P 500 ETF | $3,837,058 | $57,654 ▲ | 1.5% | 8,785 | 1.3% | ETF |
SNOW Snowflake | $3,817,019 | $995,000 ▼ | -20.7% | 19,181 | 1.3% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,599,001 | $694,458 ▲ | 23.9% | 43,372 | 1.2% | ETF |
MSFT Microsoft | $3,522,429 | $65,808 ▼ | -1.8% | 9,367 | 1.2% | Computer and Technology |
MQ Marqeta | $3,448,539 | | 0.0% | 494,060 | 1.2% | Business Services |
DFAI Dimensional International Core Equity Market ETF | $3,379,253 | $109,261 ▲ | 3.3% | 117,991 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,915,462 | $194,544 ▼ | -6.3% | 16,200 | 1.0% | ETF |
VTI Vanguard Total Stock Market ETF | $2,914,558 | $622,244 ▼ | -17.6% | 12,286 | 1.0% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $2,886,824 | $1,409,306 ▲ | 95.4% | 127,005 | 1.0% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,849,624 | $8,038 ▲ | 0.3% | 97,490 | 1.0% | ETF |
IBHD iShares iBonds 2024 Term High Yield and Income ETF | $2,611,123 | $34,188 ▼ | -1.3% | 112,500 | 0.9% | ETF |
AMZN Amazon.com | $2,342,437 | $4,710 ▲ | 0.2% | 15,416 | 0.8% | Retail/Wholesale |
DFAT Dimensional U.S. Targeted Value ETF | $2,151,146 | $5,338 ▲ | 0.2% | 41,107 | 0.7% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,076,160 | $244,535 ▲ | 13.4% | 40,057 | 0.7% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,926,532 | $268,459 ▲ | 16.2% | 34,769 | 0.7% | Manufacturing |
IVV iShares Core S&P 500 ETF | $1,785,329 | $16,717 ▼ | -0.9% | 3,738 | 0.6% | ETF |
META Meta Platforms | $1,603,346 | $193,251 ▲ | 13.7% | 4,530 | 0.5% | Computer and Technology |
CRM Salesforce | $1,545,158 | $22,893 ▼ | -1.5% | 5,872 | 0.5% | Computer and Technology |
V Visa | $1,243,884 | $210,872 ▲ | 20.4% | 4,778 | 0.4% | Business Services |
SOXX iShares Semiconductor ETF | $1,187,918 | $4,609 ▼ | -0.4% | 2,062 | 0.4% | ETF |
GILD Gilead Sciences | $1,090,638 | $4,213 ▼ | -0.4% | 13,463 | 0.4% | Medical |
TSLA Tesla | $1,089,088 | $3,727 ▼ | -0.3% | 4,383 | 0.4% | Auto/Tires/Trucks |
DFAE Dimensional Emerging Core Equity Market ETF | $1,055,064 | $20,277 ▼ | -1.9% | 43,760 | 0.4% | ETF |
GOOGL Alphabet | $1,018,340 | $1,397 ▲ | 0.1% | 7,290 | 0.3% | Computer and Technology |
AVLV Avantis U.S. Large Cap Value ETF | $998,454 | $50,714 ▼ | -4.8% | 17,286 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $979,096 | $23,474 ▲ | 2.5% | 5,756 | 0.3% | Finance |
VB Vanguard Small-Cap ETF | $967,878 | $24,320 ▼ | -2.5% | 4,537 | 0.3% | ETF |
DISV Dimensional International Small Cap Value ETF | $964,268 | $26,456 ▲ | 2.8% | 37,396 | 0.3% | ETF |
XOM Exxon Mobil | $953,039 | $14,798 ▲ | 1.6% | 9,532 | 0.3% | Oils/Energy |
SPY SPDR S&P 500 ETF Trust | $882,367 | $2,863 ▲ | 0.3% | 1,849 | 0.3% | Finance |
IWY iShares Russell Top 200 Growth ETF | $880,305 | | 0.0% | 5,024 | 0.3% | ETF |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $792,284 | $30,053 ▲ | 3.9% | 34,298 | 0.3% | ETF |
INTC Intel | $781,740 | $553 ▼ | -0.1% | 15,557 | 0.3% | Computer and Technology |
AVGE Avantis All Equity Markets ETF | $755,031 | $16,967 ▲ | 2.3% | 11,659 | 0.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $732,821 | $1,073 ▼ | -0.1% | 12,292 | 0.2% | ETF |
PSA Public Storage | $674,965 | | 0.0% | 2,213 | 0.2% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $647,262 | $354,537 ▼ | -35.4% | 11,529 | 0.2% | ETF |
ADBE Adobe | $637,169 | $204,037 ▲ | 47.1% | 1,068 | 0.2% | Computer and Technology |
JNJ Johnson & Johnson | $629,781 | $351,254 ▼ | -35.8% | 4,018 | 0.2% | Medical |
IFRA iShares U.S. Infrastructure ETF | $622,884 | $33,101 ▼ | -5.0% | 15,468 | 0.2% | ETF |
VHT Vanguard Health Care ETF | $588,422 | $3,259 ▲ | 0.6% | 2,347 | 0.2% | ETF |
GWX SPDR S&P International Small Cap ETF | $543,541 | | 0.0% | 17,114 | 0.2% | ETF |
NVDA NVIDIA | $540,296 | $171,350 ▼ | -24.1% | 1,091 | 0.2% | Computer and Technology |
DFSV Dimensional US Small Cap Value ETF | $523,835 | $92,164 ▲ | 21.4% | 17,989 | 0.2% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $502,688 | | 0.0% | 9,082 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $502,415 | $70,776 ▼ | -12.3% | 5,686 | 0.2% | ETF |
QQQ Invesco QQQ | $475,294 | | 0.0% | 1,160 | 0.2% | Finance |
PRCH Porch Group | $448,602 | | 0.0% | 145,650 | 0.2% | Computer and Technology |
VXUS Vanguard Total International Stock Index Fund ETF Shares | $447,799 | $30,371 ▲ | 7.3% | 7,726 | 0.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $443,262 | $13,838 ▼ | -3.0% | 17,362 | 0.2% | ETF |
GLD SPDR Gold Shares | $442,941 | | 0.0% | 2,317 | 0.2% | Finance |
IAU iShares Gold Trust | $439,088 | | 0.0% | 11,250 | 0.1% | Finance |
NVO Novo Nordisk A/S | $439,042 | | 0.0% | 4,244 | 0.1% | Medical |
COST Costco Wholesale | $435,706 | $2,027 ▼ | -0.5% | 645 | 0.1% | Retail/Wholesale |
GOOG Alphabet | $428,152 | $3,241 ▼ | -0.8% | 3,038 | 0.1% | Computer and Technology |
AVIV Avantis International Large Cap Value ETF | $403,719 | $8,340 ▲ | 2.1% | 7,842 | 0.1% | ETF |
AVGO Broadcom | $388,455 | $37,953 ▲ | 10.8% | 348 | 0.1% | Computer and Technology |
AVRE Avantis Real Estate ETF | $372,836 | $69,552 ▲ | 22.9% | 8,609 | 0.1% | ETF |
MA Mastercard | $367,979 | $2,558 ▼ | -0.7% | 863 | 0.1% | Business Services |
CSCO Cisco Systems | $361,877 | $1,920 ▼ | -0.5% | 7,163 | 0.1% | Computer and Technology |
BRK.B Berkshire Hathaway | $359,513 | $31,386 ▼ | -8.0% | 1,008 | 0.1% | Finance |
ABBV AbbVie | $358,136 | $2,789 ▼ | -0.8% | 2,311 | 0.1% | Medical |
UNH UnitedHealth Group | $355,460 | $24,751 ▲ | 7.5% | 675 | 0.1% | Medical |
DFIS Dimensional International Small Cap ETF | $345,123 | | 0.0% | 14,279 | 0.1% | ETF |
COP ConocoPhillips | $341,478 | $232 ▼ | -0.1% | 2,942 | 0.1% | Oils/Energy |
FNDB Schwab Fundamental U.S. Broad Market Index ETF | $337,577 | | 0.0% | 5,525 | 0.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $332,940 | $320,643 ▼ | -49.1% | 4,359 | 0.1% | ETF |
CMCSA Comcast | $328,831 | $175 ▼ | -0.1% | 7,499 | 0.1% | Consumer Discretionary |
CVX Chevron | $322,931 | $25,954 ▼ | -7.4% | 2,165 | 0.1% | Oils/Energy |
UBS UBS Group | $319,815 | $3,708 ▲ | 1.2% | 10,350 | 0.1% | Financial Services |
PAVE Global X U.S. Infrastructure Development ETF | $311,578 | | 0.0% | 9,001 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $306,206 | $102,055 ▼ | -25.0% | 7,450 | 0.1% | ETF |
HD Home Depot | $306,004 | $7,971 ▼ | -2.5% | 883 | 0.1% | Retail/Wholesale |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $284,846 | | 0.0% | 12,315 | 0.1% | ETF |
AVIG Avantis Core Fixed Income ETF | $283,817 | | 0.0% | 6,785 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $281,540 | $16,236 ▼ | -5.5% | 2,601 | 0.1% | ETF |
CB Chubb | $279,854 | $279,854 ▲ | New Holding | 1,237 | 0.1% | Finance |
ORCL Oracle | $276,754 | $2,109 ▼ | -0.8% | 2,625 | 0.1% | Computer and Technology |
INDA iShares MSCI India ETF | $273,385 | | 0.0% | 5,601 | 0.1% | ETF |
IBB iShares Biotechnology ETF | $266,945 | | 0.0% | 1,965 | 0.1% | Finance |
ASML ASML | $261,894 | | 0.0% | 346 | 0.1% | Computer and Technology |
HPE Hewlett Packard Enterprise | $261,013 | $32,712 ▼ | -11.1% | 15,344 | 0.1% | Computer and Technology |
DHR Danaher | $255,896 | $926 ▼ | -0.4% | 1,105 | 0.1% | Multi-Sector Conglomerates |
VUG Vanguard Growth ETF | $251,191 | | 0.0% | 808 | 0.1% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $247,843 | | 0.0% | 7,348 | 0.1% | ETF |
IWB iShares Russell 1000 ETF | $240,230 | | 0.0% | 916 | 0.1% | ETF |
PSX Phillips 66 | $238,454 | | 0.0% | 1,791 | 0.1% | Oils/Energy |
VVV Valvoline | $237,280 | $2,029 ▼ | -0.8% | 6,314 | 0.1% | Basic Materials |
PEP PepsiCo | $236,296 | $6,502 ▼ | -2.7% | 1,381 | 0.1% | Consumer Staples |
MAR Marriott International | $230,922 | $37,209 ▼ | -13.9% | 1,024 | 0.1% | Consumer Discretionary |
