AVUS Avantis U.S. Equity ETF | $100,370,727 | $2,084,281 ▲ | 2.1% | 783,595 | 11.9% | ETF |
AVDE Avantis International Equity ETF | $79,559,157 | $597,789 ▲ | 0.8% | 882,912 | 9.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $52,517,607 | $601,215 ▲ | 1.2% | 445,934 | 6.2% | ETF |
AAPL Apple | $39,075,491 | $13,321 ▲ | 0.0% | 117,337 | 4.6% | Technology |
AVDV Avantis International Small Cap Value ETF | $37,180,723 | $133,115 ▲ | 0.4% | 339,923 | 4.4% | ETF |
BND Vanguard Total Bond Market ETF | $30,482,372 | $330,056 ▲ | 1.1% | 434,531 | 3.6% | ETF |
VUG Vanguard Growth ETF | $27,587,835 | $892,450 ▲ | 3.3% | 306,157 | 3.3% | ETF |
VTV Vanguard Value ETF | $26,948,704 | $461,332 ▲ | 1.7% | 124,716 | 3.2% | ETF |
NVDA NVIDIA | $26,444,181 | $43,392 ▼ | -0.2% | 115,790 | 3.1% | Technology |
AVEM Avantis Emerging Markets Equity ETF | $20,276,082 | $546,915 ▲ | 2.8% | 215,657 | 2.4% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $15,573,040 | $301,689 ▲ | 2.0% | 174,371 | 1.8% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $15,558,544 | $2,708,713 ▲ | 21.1% | 334,794 | 1.8% | ETF |
DFIV Dimensional International Value ETF | $14,021,201 | $104,738 ▲ | 0.8% | 251,006 | 1.7% | ETF |
SCHQ Schwab Long-Term U.S. Treasury ETF | $13,175,843 | $71,463 ▼ | -0.5% | 462,960 | 1.6% | ETF |
AVSF Avantis Short-Term Fixed Income ETF | $10,318,044 | $196,600 ▲ | 1.9% | 226,199 | 1.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $10,027,486 | $60,335 ▼ | -0.6% | 182,318 | 1.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $9,868,136 | $31,694 ▲ | 0.3% | 238,188 | 1.2% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $7,474,188 | $126,145 ▲ | 1.7% | 79,159 | 0.9% | ETF |
VANGUARD MALVERN FDS
| $7,421,525 | $483,126 ▲ | 7.0% | 99,404 | 0.9% | SHOR DURA BD ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $6,832,239 | $44,502 ▲ | 0.7% | 205,111 | 0.8% | ETF |
MSFT Microsoft | $6,575,142 | $83,087 ▼ | -1.2% | 12,820 | 0.8% | Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $6,432,894 | $230,162 ▲ | 3.7% | 144,722 | 0.8% | ETF |
AVIG Avantis Core Fixed Income ETF | $6,344,206 | $294,638 ▲ | 4.9% | 161,061 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $6,064,155 | $215,876 ▼ | -3.4% | 8,652 | 0.7% | ETF |
GOOG Alphabet | $5,900,115 | $2,659,754 ▲ | 82.1% | 17,316 | 0.7% | Communication Services |
CAPITAL GRP FIXED INCM ETF T
| $5,832,378 | $2,051,432 ▼ | -26.0% | 233,482 | 0.7% | CORE BOND ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $5,793,644 | $17,042 ▲ | 0.3% | 58,474 | 0.7% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $5,536,339 | $43,230 ▼ | -0.8% | 61,216 | 0.7% | ETF |
AMZN Amazon.com | $5,481,328 | $565,324 ▲ | 11.5% | 22,000 | 0.6% | Consumer Discretionary |
GOOGL Alphabet | $5,406,169 | $179,265 ▲ | 3.4% | 15,712 | 0.6% | Communication Services |
VWO Vanguard FTSE Emerging Markets ETF | $4,833,361 | $132,024 ▲ | 2.8% | 81,493 | 0.6% | ETF |
DFUS Dimensional U.S. Equity ETF | $4,731,032 | $15,942 ▲ | 0.3% | 56,980 | 0.6% | ETF |
AVGE Avantis All Equity Markets ETF | $4,596,156 | $129,122 ▲ | 2.9% | 46,737 | 0.5% | ETF |
BITWISE 10 CRYPTO INDEX ETF
| $4,589,551 | $349,132 ▲ | 8.2% | 83,606 | 0.5% | UNIT BENEFICIAL |
META Meta Platforms | $4,379,359 | $385,795 ▲ | 9.7% | 6,039 | 0.5% | Communication Services |
VBR Vanguard Small-Cap Value ETF | $4,154,185 | $74,854 ▲ | 1.8% | 17,981 | 0.5% | ETF |
PRCT PROCEPT BioRobotics | $3,826,200 | $10,695 ▼ | -0.3% | 210,000 | 0.5% | Healthcare |
VTI Vanguard Total Stock Market ETF | $3,735,583 | $66,239 ▼ | -1.7% | 9,982 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $3,530,860 | $31,480 ▲ | 0.9% | 18,058 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,527,072 | $19,828 ▲ | 0.6% | 4,625 | 0.4% | ETF |
SPACE EXPLORATION TECHN CORP
| $3,399,178 | $3,209,547 ▲ | 1,692.5% | 22,532 | 0.4% | CLASS A COM STK |
VOT Vanguard Mid-Cap Growth ETF | $3,321,966 | $30,670 ▲ | 0.9% | 11,373 | 0.4% | ETF |
DFAU Dimensional US Core Equity Market ETF | $3,290,016 | $431,338 ▲ | 15.1% | 62,835 | 0.4% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $3,085,551 | $4,451 ▼ | -0.1% | 46,441 | 0.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $2,854,195 | $131,647 ▼ | -4.4% | 79,438 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $2,804,324 | $71,701 ▼ | -2.5% | 5,632 | 0.3% | Finance |
GLD SPDR Gold Shares | $2,786,606 | $12,949 ▼ | -0.5% | 7,317 | 0.3% | ETF |
AVIV Avantis International Large Cap Value ETF | $2,771,592 | $65,296 ▼ | -2.3% | 34,806 | 0.3% | ETF |
TSLA Tesla | $2,610,837 | $584,405 ▲ | 28.8% | 7,358 | 0.3% | Consumer Discretionary |
V Visa | $2,419,673 | $165,288 ▼ | -6.4% | 6,734 | 0.3% | Finance |
VBK Vanguard Small-Cap Growth ETF | $2,405,364 | $79,391 ▲ | 3.4% | 7,120 | 0.3% | ETF |
GRAYSCALE BITCOIN MINI TR ET
| $2,392,882 | $724,553 ▲ | 43.4% | 64,760 | 0.3% | SHS NEW |
IVV iShares Core S&P 500 ETF | $2,391,913 | $75,058 ▼ | -3.0% | 3,123 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $2,378,920 | $63,517 ▲ | 2.7% | 7,191 | 0.3% | Finance |
AMERICAN CENTY ETF TR
| $2,355,002 | $181,162 ▲ | 8.3% | 47,461 | 0.3% | AVANTIS CR ETF |
EXXONMOBIL HOLDINGS CORP
| $2,317,065 | $2,317,065 ▲ | New Holding | 14,237 | 0.3% | COM SHS |
BIV Vanguard Intermediate-Term Bond ETF | $2,242,335 | $353,370 ▲ | 18.7% | 30,776 | 0.3% | ETF |
MARQETA INC
| $2,095,127 | $2,095,127 ▲ | New Holding | 123,279 | 0.2% | CL A COM |
SOXX iShares Semiconductor ETF | $2,028,087 | $52,308 ▼ | -2.5% | 3,567 | 0.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,954,662 | $11,872 ▲ | 0.6% | 49,724 | 0.2% | ETF |
AVGO Broadcom | $1,881,623 | $443,892 ▲ | 30.9% | 5,358 | 0.2% | Technology |
DISV Dimensional International Small Cap Value ETF | $1,856,663 | $25,151 ▲ | 1.4% | 42,889 | 0.2% | ETF |
VXUS Vanguard Total International Stock ETF | $1,826,691 | $11,894 ▲ | 0.7% | 21,501 | 0.2% | ETF |
LAM RESEARCH CORP
| $1,807,665 | $2,005,086 ▼ | -52.6% | 5,503 | 0.2% | COM NEW |
VGLT Vanguard Long-Term Treasury ETF | $1,806,052 | $248,946 ▲ | 16.0% | 36,020 | 0.2% | ETF |
TGT Target | $1,762,426 | $8,931 ▼ | -0.5% | 11,248 | 0.2% | Consumer Staples |
HPE Hewlett Packard Enterprise | $1,729,253 | $76,732 ▼ | -4.2% | 27,066 | 0.2% | Technology |
MU Micron Technology | $1,670,314 | $724,371 ▲ | 76.6% | 1,568 | 0.2% | Technology |
AVRE Avantis Real Estate ETF | $1,667,161 | $171,723 ▲ | 11.5% | 37,591 | 0.2% | ETF |
LLY Eli Lilly and Company | $1,548,438 | $67,122 ▲ | 4.5% | 1,338 | 0.2% | Healthcare |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,545,728 | $11,129 ▼ | -0.7% | 15,000 | 0.2% | ETF |
QQQ Invesco QQQ | $1,545,237 | $31,807 ▲ | 2.1% | 2,089 | 0.2% | ETF |
DFCF Dimensional Core Fixed Income ETF | $1,512,657 | $55,406 ▲ | 3.8% | 37,703 | 0.2% | ETF |
IWY iShares Russell Top 200 Growth ETF | $1,459,735 | $19,463 ▼ | -1.3% | 4,950 | 0.2% | ETF |
COST Costco Wholesale | $1,439,641 | $107,449 ▲ | 8.1% | 1,581 | 0.2% | Consumer Staples |
DFIC Dimensional International Core Equity 2 ETF | $1,428,588 | $10,230 ▲ | 0.7% | 37,984 | 0.2% | ETF |
SANDISK CORP
| $1,418,010 | $146,151 ▼ | -9.3% | 815 | 0.2% | COM |
AVSC Avantis U.S. Small Cap Equity ETF | $1,390,606 | $18,529 ▼ | -1.3% | 20,113 | 0.2% | ETF |
DFA INVT DIMENSIONS GROUP IN
| $1,367,775 | $1,367,775 ▲ | New Holding | 16,547 | 0.2% | U.S. CORE EQTY 1 |
GILD Gilead Sciences | $1,335,621 | $31,598 ▲ | 2.4% | 8,961 | 0.2% | Healthcare |
KEYS Keysight Technologies | $1,329,474 | $83,365 ▲ | 6.7% | 3,652 | 0.2% | Technology |
CDNS Cadence Design Systems | $1,295,316 | $18,490 ▼ | -1.4% | 3,923 | 0.2% | Technology |
JNJ Johnson & Johnson | $1,225,044 | $82,076 ▲ | 7.2% | 4,627 | 0.1% | Healthcare |
DFIS Dimensional International Small Cap ETF | $1,222,864 | $4,565 ▲ | 0.4% | 33,753 | 0.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,205,649 | $14,879 ▲ | 1.2% | 15,396 | 0.1% | ETF |
MA Mastercard | $1,196,501 | $60,101 ▲ | 5.3% | 2,170 | 0.1% | Finance |
ABBV AbbVie | $1,188,430 | $82,926 ▲ | 7.5% | 4,543 | 0.1% | Healthcare |
A Agilent Technologies | $1,182,669 | $153,520 ▲ | 14.9% | 6,864 | 0.1% | Healthcare |
CSCO Cisco Systems | $1,181,224 | $721,327 ▼ | -37.9% | 10,975 | 0.1% | Technology |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $1,140,494 | $25,580 ▲ | 2.3% | 28,713 | 0.1% | ETF |
NOW ServiceNow | $1,134,529 | $2,121,379 ▼ | -65.2% | 8,466 | 0.1% | Technology |
AMD Advanced Micro Devices | $1,106,062 | $58,117 ▲ | 5.5% | 1,808 | 0.1% | Technology |
CGSD Capital Group Short Duration Income ETF | $1,098,322 | $350,848 ▼ | -24.2% | 43,498 | 0.1% | ETF |
TSM Taiwan Semiconductor Manufacturing | $1,087,173 | $119,530 ▲ | 12.4% | 2,383 | 0.1% | Technology |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $1,083,081 | $202,045 ▼ | -15.7% | 47,452 | 0.1% | ETF |
PALANTIR TECHNOLOGIES INC
| $1,042,991 | $310,690 ▲ | 42.4% | 5,576 | 0.1% | CL A |
DFAS Dimensional U.S. Small Cap ETF | $1,022,874 | $6,503 ▼ | -0.6% | 13,212 | 0.1% | ETF |
VHT Vanguard Health Care ETF | $1,020,257 | $26,233 ▼ | -2.5% | 3,228 | 0.1% | ETF |
CVX Chevron | $1,019,173 | $13,886 ▲ | 1.4% | 4,991 | 0.1% | Energy |
INTC Intel | $1,000,361 | $3,246 ▼ | -0.3% | 8,320 | 0.1% | Technology |
