META Meta Platforms | $185,809,010 | $582,744 ▼ | -0.3% | 324,591 | 16.6% | Computer and Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $144,594,752 | $1,414,188 ▲ | 1.0% | 4,216,820 | 12.9% | ETF |
VTI Vanguard Total Stock Market ETF | $133,852,467 | $1,978,154 ▲ | 1.5% | 472,710 | 12.0% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $34,826,749 | $1,120,618 ▲ | 3.3% | 1,289,402 | 3.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $31,872,232 | $102,703 ▼ | -0.3% | 55,550 | 2.9% | Finance |
DFUV Dimensional US Marketwide Value ETF | $31,408,041 | $43,399 ▲ | 0.1% | 753,371 | 2.8% | ETF |
AAPL Apple | $28,223,521 | $361,383 ▲ | 1.3% | 121,131 | 2.5% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $22,819,409 | $238,723 ▲ | 1.1% | 366,872 | 2.0% | ETF |
AVDE Avantis International Equity ETF | $22,068,626 | $803,556 ▲ | 3.8% | 329,235 | 2.0% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $20,129,015 | $69,315 ▲ | 0.3% | 361,837 | 1.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $18,863,551 | $584,448 ▼ | -3.0% | 357,197 | 1.7% | ETF |
AVUS Avantis U.S. Equity ETF | $17,844,208 | $419,516 ▲ | 2.4% | 187,538 | 1.6% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $12,918,914 | $38,902 ▼ | -0.3% | 252,717 | 1.2% | ETF |
MSFT Microsoft | $12,590,132 | $594,244 ▼ | -4.5% | 29,259 | 1.1% | Computer and Technology |
AVEM Avantis Emerging Markets Equity ETF | $11,695,528 | $262,599 ▲ | 2.3% | 181,045 | 1.0% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $10,909,140 | $74,395 ▲ | 0.7% | 168,195 | 1.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $10,308,589 | $5,622 ▲ | 0.1% | 51,343 | 0.9% | ETF |
DFIV Dimensional International Value ETF | $10,177,815 | $245,958 ▼ | -2.4% | 267,275 | 0.9% | ETF |
VNQ Vanguard Real Estate ETF | $10,050,717 | $800,597 ▲ | 8.7% | 103,169 | 0.9% | ETF |
DFSV Dimensional US Small Cap Value ETF | $9,723,121 | $9,723,121 ▲ | New Holding | 315,686 | 0.9% | ETF |
VUG Vanguard Growth ETF | $9,089,702 | $1,861,709 ▲ | 25.8% | 23,675 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $8,852,069 | $73,258 ▼ | -0.8% | 15,346 | 0.8% | ETF |
AMZN Amazon.com | $8,799,062 | $412,907 ▼ | -4.5% | 47,223 | 0.8% | Retail/Wholesale |
GOOG Alphabet | $8,410,014 | $323,681 ▼ | -3.7% | 50,302 | 0.8% | Computer and Technology |
NVDA NVIDIA | $7,835,188 | $696,458 ▼ | -8.2% | 64,519 | 0.7% | Computer and Technology |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $7,775,182 | $206,002 ▲ | 2.7% | 276,205 | 0.7% | ETF |
VXUS Vanguard Total International Stock ETF | $7,399,713 | $180,236 ▼ | -2.4% | 114,299 | 0.7% | ETF |
DISV Dimensional International Small Cap Value ETF | $7,321,749 | $752,799 ▲ | 11.5% | 251,953 | 0.7% | ETF |
DUHP Dimensional US High Profitability ETF | $7,247,921 | $579 ▲ | 0.0% | 212,736 | 0.6% | ETF |
GOOGL Alphabet | $7,059,677 | $268,675 ▼ | -3.7% | 42,567 | 0.6% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $7,022,355 | $88,953 ▼ | -1.3% | 146,758 | 0.6% | ETF |
VTV Vanguard Value ETF | $6,896,700 | $27,233 ▲ | 0.4% | 39,507 | 0.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $6,721,959 | $94,277 ▲ | 1.4% | 33,939 | 0.6% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $6,640,674 | $392,103 ▲ | 6.3% | 235,987 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $6,333,638 | $82,847 ▼ | -1.3% | 13,761 | 0.6% | Finance |
EFA iShares MSCI EAFE ETF | $6,319,604 | | 0.0% | 75,566 | 0.6% | Finance |
SCHB Schwab US Broad Market ETF | $5,610,307 | $36,387 ▲ | 0.7% | 84,340 | 0.5% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $5,320,526 | $165,826 ▼ | -3.0% | 80,822 | 0.5% | ETF |
AVDV Avantis International Small Cap Value ETF | $5,060,797 | $283 ▼ | 0.0% | 71,612 | 0.5% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $4,728,113 | $39,869 ▲ | 0.9% | 59,533 | 0.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $4,248,316 | $87,969 ▼ | -2.0% | 86,155 | 0.4% | Manufacturing |
BRK.A Berkshire Hathaway | $4,147,080 | | 0.0% | 501 | 0.4% | Finance |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $4,054,957 | $2,141 ▲ | 0.1% | 32,192 | 0.4% | ETF |
XOM Exxon Mobil | $3,993,840 | $36,221 ▼ | -0.9% | 34,071 | 0.4% | Oils/Energy |
XLRE Real Estate Select Sector SPDR Fund | $3,331,980 | | 0.0% | 74,591 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $3,262,597 | $5,310 ▲ | 0.2% | 30,724 | 0.3% | ETF |
VGK Vanguard FTSE Europe ETF | $3,245,347 | $2,560 ▲ | 0.1% | 45,645 | 0.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $3,080,543 | $76,951 ▼ | -2.4% | 32,106 | 0.3% | ETF |
CRM Salesforce | $3,074,902 | $429,731 ▲ | 16.2% | 11,234 | 0.3% | Computer and Technology |
TSLA Tesla | $3,052,605 | $905,735 ▼ | -22.9% | 11,668 | 0.3% | Auto/Tires/Trucks |
NFLX Netflix | $3,043,478 | $14,185 ▼ | -0.5% | 4,291 | 0.3% | Consumer Discretionary |
IJS iShares S&P Small-Cap 600 Value ETF | $2,997,824 | $4,091 ▲ | 0.1% | 27,845 | 0.3% | ETF |
CVX Chevron | $2,994,785 | $4,713 ▲ | 0.2% | 20,335 | 0.3% | Oils/Energy |
VPL Vanguard FTSE Pacific ETF | $2,882,618 | $6,271 ▲ | 0.2% | 36,773 | 0.3% | ETF |
VV Vanguard Large-Cap ETF | $2,842,257 | $8,689 ▲ | 0.3% | 10,795 | 0.3% | ETF |
AVRE Avantis Real Estate ETF | $2,706,191 | $17,017 ▲ | 0.6% | 57,408 | 0.2% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $2,660,791 | $2,656 ▲ | 0.1% | 45,083 | 0.2% | ETF |
ALCC AltC Acquisition | $2,549,426 | | 0.0% | 315,133 | 0.2% | Oils/Energy |
DFAI Dimensional International Core Equity Market ETF | $2,525,486 | $2,415 ▲ | 0.1% | 79,468 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,201,801 | $86,766 ▲ | 4.1% | 26,290 | 0.2% | ETF |
QCOM QUALCOMM | $2,181,092 | $4,932 ▲ | 0.2% | 12,826 | 0.2% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,089,646 | $19,345 ▲ | 0.9% | 16,635 | 0.2% | ETF |
ARCC Ares Capital | $2,066,914 | $42,131 ▲ | 2.1% | 98,706 | 0.2% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $2,062,609 | $1,248,721 ▼ | -37.7% | 28,399 | 0.2% | Manufacturing |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $2,053,131 | $22,939 ▼ | -1.1% | 43,767 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $1,973,225 | $11,191 ▲ | 0.6% | 26,271 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,931,475 | $1,890 ▲ | 0.1% | 30,658 | 0.2% | ETF |
GNMA iShares GNMA Bond ETF | $1,870,214 | $1,120 ▼ | -0.1% | 41,755 | 0.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,741,891 | $20,311 ▲ | 1.2% | 63,549 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,686,934 | $751 ▲ | 0.0% | 4,494 | 0.2% | ETF |
PM Philip Morris International | $1,660,234 | $7,527 ▲ | 0.5% | 13,676 | 0.1% | Consumer Staples |
CAT Caterpillar | $1,656,827 | $5,867 ▲ | 0.4% | 4,236 | 0.1% | Industrial Products |
JNJ Johnson & Johnson | $1,651,132 | $3,728 ▲ | 0.2% | 10,188 | 0.1% | Medical |
VOE Vanguard Mid-Cap Value ETF | $1,566,262 | $15,762 ▲ | 1.0% | 9,341 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $1,448,148 | $21,115 ▲ | 1.5% | 2,469 | 0.1% | ETF |
COST Costco Wholesale | $1,407,661 | $8,864 ▲ | 0.6% | 1,588 | 0.1% | Retail/Wholesale |
IWD iShares Russell 1000 Value ETF | $1,397,565 | $949 ▲ | 0.1% | 7,363 | 0.1% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,364,752 | $170,738 ▼ | -11.1% | 20,159 | 0.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $1,358,629 | $274 ▲ | 0.0% | 14,879 | 0.1% | ETF |
UNH UnitedHealth Group | $1,347,957 | $28,655 ▼ | -2.1% | 2,305 | 0.1% | Medical |
VB Vanguard Small-Cap ETF | $1,333,724 | $4,744 ▲ | 0.4% | 5,623 | 0.1% | ETF |
VHT Vanguard Health Care ETF | $1,288,837 | $2,258 ▲ | 0.2% | 4,567 | 0.1% | ETF |
AVSF Avantis Short-Term Fixed Income ETF | $1,256,944 | $52,314 ▼ | -4.0% | 26,670 | 0.1% | ETF |
EFG iShares MSCI EAFE Growth ETF | $1,233,618 | | 0.0% | 11,460 | 0.1% | ETF |
AMD Advanced Micro Devices | $1,230,108 | $96,479 ▼ | -7.3% | 7,497 | 0.1% | Computer and Technology |
PG Procter & Gamble | $1,222,385 | $346 ▲ | 0.0% | 7,058 | 0.1% | Consumer Staples |
URI United Rentals | $1,214,595 | | 0.0% | 1,500 | 0.1% | Construction |
XLE Energy Select Sector SPDR Fund | $1,211,286 | $1,493 ▲ | 0.1% | 13,796 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,197,607 | $4,359 ▼ | -0.4% | 9,342 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,167,624 | $14,550 ▼ | -1.2% | 5,537 | 0.1% | Finance |
IWM iShares Russell 2000 ETF | $1,166,879 | $1,104 ▲ | 0.1% | 5,283 | 0.1% | Finance |
MCD McDonald's | $1,161,870 | $1,522 ▲ | 0.1% | 3,816 | 0.1% | Retail/Wholesale |
DFEV Dimensional Emerging Markets Value ETF | $1,158,481 | $139,766 ▲ | 13.7% | 40,706 | 0.1% | ETF |
WMT Walmart | $1,156,365 | $1,938 ▲ | 0.2% | 14,320 | 0.1% | Retail/Wholesale |
IJJ iShares S&P Mid-Cap 400 Value ETF | $1,108,397 | | 0.0% | 8,966 | 0.1% | ETF |
PEP PepsiCo | $1,093,313 | $15,305 ▼ | -1.4% | 6,429 | 0.1% | Consumer Staples |
OKE ONEOK | $1,084,366 | $62,242 ▼ | -5.4% | 11,899 | 0.1% | Oils/Energy |
DFAU Dimensional US Core Equity Market ETF | $1,058,253 | $4,723 ▲ | 0.4% | 26,663 | 0.1% | ETF |
LOW Lowe's Companies | $998,960 | | 0.0% | 3,688 | 0.1% | Retail/Wholesale |
EEM iShares MSCI Emerging Markets ETF | $995,447 | | 0.0% | 21,706 | 0.1% | Finance |
