VTI Vanguard Total Stock Market ETF | $11,865,367 | $8,520 ▼ | -0.1% | 43,172 | 7.8% | ETF |
DFAU Dimensional US Core Equity Market ETF | $11,267,215 | $598,203 ▲ | 5.6% | 293,112 | 7.4% | ETF |
AVUS Avantis U.S. Equity ETF | $10,178,085 | $37,876 ▲ | 0.4% | 110,176 | 6.7% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $7,703,921 | $58,483 ▼ | -0.8% | 154,387 | 5.1% | Manufacturing |
BSV Vanguard Short-Term Bond ETF | $7,079,045 | $248,618 ▼ | -3.4% | 90,432 | 4.6% | ETF |
AVDE Avantis International Equity ETF | $6,375,701 | $24,056 ▲ | 0.4% | 96,208 | 4.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $5,967,726 | $196,717 ▲ | 3.4% | 191,090 | 3.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,909,480 | $13,114 ▲ | 0.2% | 116,260 | 3.9% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $5,426,187 | $45,865 ▲ | 0.9% | 70,866 | 3.6% | ETF |
VTV Vanguard Value ETF | $5,152,614 | $272,581 ▲ | 5.6% | 29,829 | 3.4% | ETF |
VXUS Vanguard Total International Stock ETF | $5,035,736 | $286,653 ▲ | 6.0% | 81,091 | 3.3% | ETF |
BRK.B Berkshire Hathaway | $4,527,463 | | 0.0% | 8,501 | 3.0% | Finance |
VOO Vanguard S&P 500 ETF | $4,213,885 | $1,542 ▼ | 0.0% | 8,200 | 2.8% | ETF |
VUG Vanguard Growth ETF | $3,937,985 | $113,838 ▼ | -2.8% | 10,620 | 2.6% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,576,556 | $1,063,436 ▲ | 42.3% | 108,413 | 2.3% | ETF |
DFUS Dimensional U.S. Equity ETF | $3,325,683 | $69,855 ▼ | -2.1% | 54,988 | 2.2% | ETF |
AAPL Apple | $2,810,150 | | 0.0% | 12,651 | 1.8% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $2,744,875 | $7,305 ▲ | 0.3% | 4,885 | 1.8% | ETF |
DFUV Dimensional US Marketwide Value ETF | $2,682,891 | $166,488 ▼ | -5.8% | 65,103 | 1.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,654,731 | $2,237 ▲ | 0.1% | 4,746 | 1.7% | Finance |
VNQ Vanguard Real Estate ETF | $2,392,209 | $59,665 ▲ | 2.6% | 26,422 | 1.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,115,207 | $6,190 ▲ | 0.3% | 16,402 | 1.4% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,681,644 | $41,683 ▲ | 2.5% | 64,953 | 1.1% | ETF |
VO Vanguard Mid-Cap ETF | $1,534,409 | $4,914 ▲ | 0.3% | 5,933 | 1.0% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,300,447 | $68,598 ▲ | 5.6% | 16,474 | 0.9% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $1,286,247 | $5,656 ▲ | 0.4% | 21,377 | 0.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,265,952 | $4,164 ▲ | 0.3% | 27,971 | 0.8% | ETF |
VB Vanguard Small-Cap ETF | $1,238,692 | $3,326 ▲ | 0.3% | 5,586 | 0.8% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,175,038 | $11,214 ▲ | 1.0% | 44,849 | 0.8% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $1,133,089 | $2,091 ▲ | 0.2% | 18,964 | 0.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,105,107 | $33,347 ▼ | -2.9% | 5,932 | 0.7% | ETF |
SCHX Schwab US Large-Cap ETF | $1,095,889 | $3,378 ▲ | 0.3% | 49,633 | 0.7% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $983,791 | $62,708 ▲ | 6.8% | 12,033 | 0.6% | ETF |
DFIV Dimensional International Value ETF | $963,770 | $2,676 ▲ | 0.3% | 24,486 | 0.6% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $929,370 | $58,034 ▲ | 6.7% | 15,646 | 0.6% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $841,440 | $67,141 ▲ | 8.7% | 14,337 | 0.6% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $837,452 | $3,754 ▲ | 0.5% | 35,470 | 0.5% | ETF |
BRK.A Berkshire Hathaway | $798,442 | $798,442 ▲ | New Holding | 1 | 0.5% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $726,417 | $125 ▲ | 0.0% | 29,010 | 0.5% | ETF |
IVE iShares S&P 500 Value ETF | $693,531 | | 0.0% | 3,639 | 0.5% | ETF |
VV Vanguard Large-Cap ETF | $648,665 | $26,985 ▲ | 4.3% | 2,524 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $640,754 | | 0.0% | 10,981 | 0.4% | ETF |
QQQ Invesco QQQ | $613,555 | | 0.0% | 1,308 | 0.4% | Finance |
SCHF Schwab International Equity ETF | $605,874 | | 0.0% | 30,631 | 0.4% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $590,886 | $1,123 ▲ | 0.2% | 21,573 | 0.4% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $553,808 | | 0.0% | 4,791 | 0.4% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $539,855 | $67,379 ▲ | 14.3% | 7,836 | 0.4% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $529,229 | | 0.0% | 17,183 | 0.3% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $529,047 | | 0.0% | 14,639 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $490,518 | $11,973 ▼ | -2.4% | 6,678 | 0.3% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $460,006 | | 0.0% | 16,685 | 0.3% | ETF |
ED Consolidated Edison | $417,349 | | 0.0% | 3,774 | 0.3% | Utilities |
SPYV SPDR Portfolio S&P 500 Value ETF | $409,624 | | 0.0% | 8,021 | 0.3% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $395,112 | | 0.0% | 4,094 | 0.3% | ETF |
SCHY Schwab International Dividend Equity ETF | $394,659 | | 0.0% | 15,550 | 0.3% | ETF |
GOOG Alphabet | $368,547 | | 0.0% | 2,359 | 0.2% | Computer and Technology |
MSFT Microsoft | $365,989 | | 0.0% | 975 | 0.2% | Computer and Technology |
VXF Vanguard Extended Market ETF | $360,713 | $1,034 ▲ | 0.3% | 2,094 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $360,488 | $1,092 ▲ | 0.3% | 5,943 | 0.2% | ETF |
DISV Dimensional International Small Cap Value ETF | $355,254 | $95,103 ▲ | 36.6% | 12,200 | 0.2% | ETF |
DIMENSIONAL ETF TRUST
| $342,034 | $342,034 ▲ | New Holding | 6,433 | 0.2% | GLOBAL CR ETF |
DIMENSIONAL ETF TRUST
| $340,871 | $340,871 ▲ | New Holding | 6,380 | 0.2% | GLOBAL CORE PLUS |
SCHA Schwab US Small-Cap ETF | $328,738 | $136,008 ▼ | -29.3% | 14,031 | 0.2% | ETF |
XLF Financial Select Sector SPDR Fund | $327,550 | | 0.0% | 6,576 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $322,883 | | 0.0% | 8,868 | 0.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $320,299 | | 0.0% | 8,136 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $311,232 | $941 ▲ | 0.3% | 2,976 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $309,083 | $12,530 ▼ | -3.9% | 3,330 | 0.2% | ETF |
TDY Teledyne Technologies | $298,626 | | 0.0% | 600 | 0.2% | Aerospace |
AMZN Amazon.com | $297,947 | | 0.0% | 1,566 | 0.2% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $282,250 | | 0.0% | 1,455 | 0.2% | ETF |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $277,071 | | 0.0% | 7,654 | 0.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $257,938 | $18,619 ▲ | 7.8% | 1,607 | 0.2% | ETF |
DUHP Dimensional US High Profitability ETF | $255,201 | $255,201 ▲ | New Holding | 7,701 | 0.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $253,496 | $253,496 ▲ | New Holding | 9,128 | 0.2% | ETF |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $247,172 | | 0.0% | 5,708 | 0.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $241,864 | | 0.0% | 4,697 | 0.2% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $240,177 | $843 ▲ | 0.4% | 2,564 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $227,906 | $681 ▲ | 0.3% | 8,699 | 0.1% | ETF |
DFIS Dimensional International Small Cap ETF | $222,716 | $284 ▲ | 0.1% | 8,619 | 0.1% | ETF |
SCHB Schwab US Broad Market ETF | $217,828 | | 0.0% | 10,117 | 0.1% | ETF |
DFSV Dimensional US Small Cap Value ETF | $216,545 | $216,545 ▲ | New Holding | 7,693 | 0.1% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $0 | $274,155 ▼ | -100.0% | 0 | 0.0% | Finance |
VGT Vanguard Information Technology ETF | $0 | $211,154 ▼ | -100.0% | 0 | 0.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $0 | $208,018 ▼ | -100.0% | 0 | 0.0% | ETF |
