VTI Vanguard Total Stock Market ETF | $12,520,769 | $8,405 ▼ | -0.1% | 43,203 | 8.4% | ETF |
DFAU Dimensional US Core Equity Market ETF | $11,237,990 | $404,009 ▲ | 3.7% | 277,550 | 7.5% | ETF |
AVUS Avantis U.S. Equity ETF | $10,639,665 | $71,341 ▲ | 0.7% | 109,766 | 7.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $7,532,188 | $983,607 ▲ | 15.0% | 155,559 | 5.0% | Manufacturing |
BSV Vanguard Short-Term Bond ETF | $7,233,075 | $1,565,410 ▲ | 27.6% | 93,608 | 4.8% | ETF |
AVDE Avantis International Equity ETF | $5,882,005 | $75,178 ▲ | 1.3% | 95,845 | 3.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $5,547,226 | $169,713 ▲ | 3.2% | 116,002 | 3.7% | ETF |
DFAI Dimensional International Core Equity Market ETF | $5,395,893 | $417,472 ▲ | 8.4% | 184,791 | 3.6% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $5,251,075 | $1,495,354 ▲ | 39.8% | 70,267 | 3.5% | ETF |
VTV Vanguard Value ETF | $4,782,840 | $259,534 ▲ | 5.7% | 28,251 | 3.2% | ETF |
VXUS Vanguard Total International Stock ETF | $4,506,666 | $2,114,229 ▲ | 88.4% | 76,475 | 3.0% | ETF |
VUG Vanguard Growth ETF | $4,484,989 | $705,153 ▲ | 18.7% | 10,927 | 3.0% | ETF |
VOO Vanguard S&P 500 ETF | $4,419,749 | $351,834 ▲ | 8.6% | 8,203 | 3.0% | ETF |
BRK.B Berkshire Hathaway | $3,853,333 | | 0.0% | 8,501 | 2.6% | Finance |
DFUS Dimensional U.S. Equity ETF | $3,579,110 | $9,116 ▲ | 0.3% | 56,143 | 2.4% | ETF |
AAPL Apple | $3,168,034 | | 0.0% | 12,651 | 2.1% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $2,868,062 | $8,830 ▲ | 0.3% | 4,872 | 1.9% | ETF |
DFUV Dimensional US Marketwide Value ETF | $2,829,322 | $9,862 ▲ | 0.3% | 69,143 | 1.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,779,256 | $1,758 ▲ | 0.1% | 4,742 | 1.9% | Finance |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,634,982 | $899 ▲ | 0.0% | 76,178 | 1.8% | ETF |
VNQ Vanguard Real Estate ETF | $2,294,950 | $418,227 ▲ | 22.3% | 25,763 | 1.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,086,552 | $670,213 ▲ | 47.3% | 16,354 | 1.4% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $1,607,003 | $78,926 ▲ | 5.2% | 63,343 | 1.1% | ETF |
VO Vanguard Mid-Cap ETF | $1,562,034 | $921,003 ▲ | 143.7% | 5,914 | 1.0% | ETF |
VB Vanguard Small-Cap ETF | $1,338,653 | $715,823 ▲ | 114.9% | 5,571 | 0.9% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $1,251,221 | $20,870 ▲ | 1.7% | 21,283 | 0.8% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $1,231,899 | $3,384 ▲ | 0.3% | 18,929 | 0.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,227,775 | $27,348 ▲ | 2.3% | 27,879 | 0.8% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,217,381 | $103,912 ▲ | 9.3% | 15,605 | 0.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,211,013 | $6,738 ▲ | 0.6% | 6,111 | 0.8% | ETF |
SCHX Schwab US Large-Cap ETF | $1,146,955 | $765,873 ▲ | 201.0% | 49,480 | 0.8% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,104,301 | $2,983 ▲ | 0.3% | 44,421 | 0.7% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $904,316 | $117,916 ▲ | 15.0% | 11,266 | 0.6% | ETF |
DFIV Dimensional International Value ETF | $866,359 | $8,551 ▲ | 1.0% | 24,418 | 0.6% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $850,785 | $121,334 ▲ | 16.6% | 14,669 | 0.6% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $836,167 | $558,755 ▲ | 201.4% | 35,311 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $808,374 | $606,510 ▲ | 300.5% | 29,005 | 0.5% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $767,572 | $98,441 ▲ | 14.7% | 13,193 | 0.5% | ETF |
IVE iShares S&P 500 Value ETF | $694,623 | | 0.0% | 3,639 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $684,240 | | 0.0% | 10,981 | 0.5% | ETF |
QQQ Invesco QQQ | $668,915 | | 0.0% | 1,308 | 0.4% | Finance |
VV Vanguard Large-Cap ETF | $652,362 | $4,045 ▲ | 0.6% | 2,419 | 0.4% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $639,515 | $321,421 ▲ | 101.0% | 21,532 | 0.4% | ETF |
SCHF Schwab International Equity ETF | $566,667 | $289,485 ▲ | 104.4% | 30,631 | 0.4% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $548,442 | $11,905 ▲ | 2.2% | 4,791 | 0.4% | ETF |
SCHA Schwab US Small-Cap ETF | $512,957 | $257,565 ▲ | 100.9% | 19,836 | 0.3% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $499,159 | $18,998 ▲ | 4.0% | 17,183 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $491,943 | $4,674 ▲ | 1.0% | 6,841 | 0.3% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $486,155 | $14,147 ▲ | 3.0% | 14,639 | 0.3% | ETF |
GOOG Alphabet | $449,248 | | 0.0% | 2,359 | 0.3% | Computer and Technology |
SCHE Schwab Emerging Markets Equity ETF | $444,322 | $12,276 ▲ | 2.8% | 16,685 | 0.3% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $442,122 | $5,222 ▲ | 1.2% | 6,858 | 0.3% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $434,128 | | 0.0% | 4,094 | 0.3% | ETF |
MSFT Microsoft | $410,944 | | 0.0% | 975 | 0.3% | Computer and Technology |
SPYV SPDR Portfolio S&P 500 Value ETF | $410,186 | | 0.0% | 8,021 | 0.3% | ETF |
VXF Vanguard Extended Market ETF | $396,735 | $47,312 ▼ | -10.7% | 2,088 | 0.3% | ETF |
SCHY Schwab International Dividend Equity ETF | $359,516 | | 0.0% | 15,550 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $351,757 | | 0.0% | 3,465 | 0.2% | ETF |
AMZN Amazon.com | $343,565 | | 0.0% | 1,566 | 0.2% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $341,882 | $3,342 ▲ | 1.0% | 2,967 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $340,133 | $5,454 ▲ | 1.6% | 5,925 | 0.2% | ETF |
ED Consolidated Edison | $336,740 | $3,034 ▲ | 0.9% | 3,774 | 0.2% | Utilities |
XLF Financial Select Sector SPDR Fund | $317,818 | | 0.0% | 6,576 | 0.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $312,164 | $4,950 ▲ | 1.6% | 8,136 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $302,664 | $4,130 ▲ | 1.4% | 8,868 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $284,849 | $196 ▲ | 0.1% | 1,455 | 0.2% | ETF |
TDY Teledyne Technologies | $278,478 | | 0.0% | 600 | 0.2% | Aerospace |
DON WisdomTree U.S. MidCap Dividend Fund | $274,155 | $612 ▲ | 0.2% | 5,379 | 0.2% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $261,452 | $1,002 ▲ | 0.4% | 4,697 | 0.2% | ETF |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $261,304 | $7,067 ▲ | 2.8% | 7,654 | 0.2% | ETF |
VOE Vanguard Mid-Cap Value ETF | $241,218 | $3,721 ▲ | 1.6% | 1,491 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $240,320 | $143,810 ▲ | 149.0% | 8,673 | 0.2% | ETF |
DISV Dimensional International Small Cap Value ETF | $237,381 | $1,461 ▲ | 0.6% | 8,934 | 0.2% | ETF |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $236,326 | | 0.0% | 5,708 | 0.2% | ETF |
SCHB Schwab US Broad Market ETF | $229,666 | $153,368 ▲ | 201.0% | 10,117 | 0.2% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $226,887 | $1,066 ▲ | 0.5% | 2,555 | 0.2% | ETF |
DFIS Dimensional International Small Cap ETF | $211,365 | $1,400 ▲ | 0.7% | 8,608 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $211,154 | $211,154 ▲ | New Holding | 340 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $208,018 | $643 ▲ | 0.3% | 1,617 | 0.1% | ETF |
CHY Calamos Convertible and High Income Fund | $0 | $150,091 ▼ | -100.0% | 0 | 0.0% | Financial Services |
