VTI Vanguard Total Stock Market ETF | $12,241,510 | $1,805,702 ▲ | 17.3% | 43,232 | 8.8% | ETF |
DFAU Dimensional US Core Equity Market ETF | $10,619,952 | $1,223,169 ▲ | 13.0% | 267,572 | 7.6% | ETF |
AVUS Avantis U.S. Equity ETF | $10,374,200 | $1,187,376 ▼ | -10.3% | 109,030 | 7.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $6,668,921 | $210,849 ▲ | 3.3% | 135,245 | 4.8% | Manufacturing |
AVDE Avantis International Equity ETF | $6,342,354 | $376,774 ▼ | -5.6% | 94,620 | 4.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,938,628 | $324,569 ▲ | 5.8% | 112,453 | 4.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $5,771,822 | $767,777 ▲ | 15.3% | 73,349 | 4.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $5,418,301 | $719,404 ▲ | 15.3% | 170,494 | 3.9% | ETF |
VTV Vanguard Value ETF | $4,664,220 | $132,500 ▲ | 2.9% | 26,718 | 3.3% | ETF |
VOO Vanguard S&P 500 ETF | $3,983,763 | $331,365 ▼ | -7.7% | 7,550 | 2.9% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $3,938,662 | $507,840 ▲ | 14.8% | 50,257 | 2.8% | ETF |
BRK.B Berkshire Hathaway | $3,912,670 | $22,092 ▲ | 0.6% | 8,501 | 2.8% | Finance |
VUG Vanguard Growth ETF | $3,535,445 | $151,261 ▲ | 4.5% | 9,209 | 2.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $3,483,190 | $17,851 ▲ | 0.5% | 56,000 | 2.5% | ETF |
AAPL Apple | $2,947,645 | $24,465 ▼ | -0.8% | 12,651 | 2.1% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $2,872,529 | $27,682 ▼ | -1.0% | 68,902 | 2.1% | ETF |
IVV iShares Core S&P 500 ETF | $2,801,497 | $9,229 ▼ | -0.3% | 4,857 | 2.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,718,865 | $5,163 ▲ | 0.2% | 4,739 | 2.0% | Finance |
VXUS Vanguard Total International Stock ETF | $2,628,341 | $227,693 ▲ | 9.5% | 40,598 | 1.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,611,248 | $7,132 ▲ | 0.3% | 76,152 | 1.9% | ETF |
VNQ Vanguard Real Estate ETF | $2,052,492 | $268,496 ▲ | 15.1% | 21,068 | 1.5% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,650,957 | $178,411 ▲ | 12.1% | 60,232 | 1.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,423,139 | $14,102 ▲ | 1.0% | 11,101 | 1.0% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $1,351,925 | $94,379 ▼ | -6.5% | 20,928 | 1.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,304,296 | $35,935 ▲ | 2.8% | 27,258 | 0.9% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $1,224,381 | $6,486 ▲ | 0.5% | 18,877 | 0.9% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,220,081 | $101,590 ▲ | 9.1% | 6,077 | 0.9% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,196,571 | $39,786 ▲ | 3.4% | 44,301 | 0.9% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,133,591 | $6,751 ▲ | 0.6% | 14,273 | 0.8% | ETF |
SCHX Schwab US Large-Cap ETF | $1,115,422 | $6,988 ▲ | 0.6% | 16,440 | 0.8% | ETF |
DFIV Dimensional International Value ETF | $920,666 | $77,189 ▲ | 9.2% | 24,177 | 0.7% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $840,696 | $7,463 ▲ | 0.9% | 11,715 | 0.6% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $820,463 | $308,605 ▼ | -27.3% | 9,797 | 0.6% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $759,891 | $107,365 ▲ | 16.5% | 12,577 | 0.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $754,626 | $1,563 ▲ | 0.2% | 7,243 | 0.5% | ETF |
IVE iShares S&P 500 Value ETF | $717,513 | $7,493 ▲ | 1.1% | 3,639 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $684,349 | $4,487 ▲ | 0.7% | 10,981 | 0.5% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $678,802 | $79,442 ▼ | -10.5% | 11,501 | 0.5% | ETF |
VO Vanguard Mid-Cap ETF | $640,281 | $73,341 ▲ | 12.9% | 2,427 | 0.5% | ETF |
QQQ Invesco QQQ | $638,405 | | 0.0% | 1,308 | 0.5% | Finance |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $637,996 | $4,766 ▲ | 0.8% | 10,710 | 0.5% | ETF |
VV Vanguard Large-Cap ETF | $632,957 | $2,106 ▲ | 0.3% | 2,404 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $616,094 | $5,757 ▲ | 0.9% | 14,983 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $614,883 | $100,820 ▲ | 19.6% | 2,592 | 0.4% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $590,346 | $6,802 ▲ | 1.2% | 4,687 | 0.4% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $533,379 | $4,130 ▲ | 0.8% | 16,529 | 0.4% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $531,125 | $4,783 ▲ | 0.9% | 14,213 | 0.4% | ETF |
BND Vanguard Total Bond Market ETF | $508,970 | $7,436 ▲ | 1.5% | 6,776 | 0.4% | ETF |
SCHA Schwab US Small-Cap ETF | $508,590 | $3,450 ▲ | 0.7% | 9,876 | 0.4% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $480,007 | $118,922 ▼ | -19.9% | 6,777 | 0.3% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $473,422 | $103,853 ▼ | -18.0% | 16,224 | 0.3% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $442,889 | | 0.0% | 4,094 | 0.3% | ETF |
VXF Vanguard Extended Market ETF | $425,327 | $9,100 ▲ | 2.2% | 2,337 | 0.3% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $423,982 | $4,704 ▲ | 1.1% | 8,021 | 0.3% | ETF |
MSFT Microsoft | $419,438 | $430 ▲ | 0.1% | 975 | 0.3% | Computer and Technology |
SCHY Schwab International Dividend Equity ETF | $406,944 | | 0.0% | 15,550 | 0.3% | ETF |
GOOG Alphabet | $394,401 | $13,542 ▼ | -3.3% | 2,359 | 0.3% | Computer and Technology |
ED Consolidated Edison | $389,461 | $6,560 ▲ | 1.7% | 3,740 | 0.3% | Utilities |
VEU Vanguard FTSE All-World ex-US ETF | $367,268 | $4,284 ▲ | 1.2% | 5,830 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $343,663 | $2,690 ▲ | 0.8% | 2,938 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $331,732 | $39,636 ▼ | -10.7% | 3,465 | 0.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $330,537 | $3,880 ▲ | 1.2% | 8,007 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $328,532 | $5,671 ▲ | 1.8% | 8,747 | 0.2% | ETF |
XLF Financial Select Sector SPDR Fund | $298,024 | $2,266 ▲ | 0.8% | 6,576 | 0.2% | ETF |
AMZN Amazon.com | $291,793 | $2,609 ▼ | -0.9% | 1,566 | 0.2% | Retail/Wholesale |
SCHM Schwab U.S. Mid-Cap ETF | $289,428 | $2,077 ▲ | 0.7% | 3,483 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $287,954 | $198 ▲ | 0.1% | 1,454 | 0.2% | ETF |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $284,086 | $2,098 ▲ | 0.7% | 7,447 | 0.2% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $274,422 | $3,221 ▲ | 1.2% | 5,367 | 0.2% | Finance |
TDY Teledyne Technologies | $262,596 | | 0.0% | 600 | 0.2% | Aerospace |
DFAT Dimensional U.S. Targeted Value ETF | $260,321 | $1,947 ▲ | 0.8% | 4,679 | 0.2% | ETF |
DISV Dimensional International Small Cap Value ETF | $258,025 | $5,231 ▲ | 2.1% | 8,879 | 0.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $246,148 | $14,923 ▲ | 6.5% | 1,468 | 0.2% | ETF |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $239,865 | $1,345 ▲ | 0.6% | 5,708 | 0.2% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $232,237 | $1,826 ▲ | 0.8% | 2,543 | 0.2% | ETF |
DFIS Dimensional International Small Cap ETF | $229,428 | $13,898 ▲ | 6.4% | 8,551 | 0.2% | ETF |
SCHB Schwab US Broad Market ETF | $223,562 | $1,397 ▲ | 0.6% | 3,361 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $202,518 | $202,518 ▲ | New Holding | 1,612 | 0.1% | ETF |
CHY Calamos Convertible and High Income Fund | $150,091 | | 0.0% | 12,581 | 0.1% | Financial Services |
