DFUV Dimensional US Marketwide Value ETF | $18,596,268 | $1,164,636 ▲ | 6.7% | 451,256 | 5.7% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $12,969,693 | $184,090 ▲ | 1.4% | 217,066 | 4.0% | ETF |
DFIV Dimensional International Value ETF | $12,740,328 | $623,187 ▲ | 5.1% | 323,687 | 3.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $12,541,583 | $585,125 ▲ | 4.9% | 22,420 | 3.9% | Finance |
BSV Vanguard Short-Term Bond ETF | $11,654,150 | $884,406 ▲ | 8.2% | 148,878 | 3.6% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $11,643,577 | $1,180,016 ▲ | 11.3% | 245,025 | 3.6% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $10,103,823 | $784,425 ▲ | 8.4% | 127,994 | 3.1% | ETF |
VOO Vanguard S&P 500 ETF | $8,254,893 | $781,139 ▲ | 10.5% | 16,063 | 2.5% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $7,582,176 | $56,182 ▼ | -0.7% | 229,833 | 2.3% | ETF |
VXUS Vanguard Total International Stock ETF | $7,193,057 | $592,125 ▲ | 9.0% | 115,830 | 2.2% | ETF |
BRK.A Berkshire Hathaway | $7,185,974 | $7,185,974 ▲ | New Holding | 9 | 2.2% | Finance |
ISTB iShares Core 1-5 Year USD Bond ETF | $6,884,161 | $324,186 ▲ | 4.9% | 142,382 | 2.1% | Manufacturing |
AAPL Apple | $6,201,049 | $271,668 ▼ | -4.2% | 27,916 | 1.9% | Computer and Technology |
DFIS Dimensional International Small Cap ETF | $6,021,189 | $329,822 ▲ | 5.8% | 233,018 | 1.8% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $5,867,531 | $440,359 ▲ | 8.1% | 64,770 | 1.8% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $5,578,360 | $246,232 ▲ | 4.6% | 85,545 | 1.7% | ETF |
VTV Vanguard Value ETF | $5,505,281 | $938,333 ▲ | 20.5% | 31,870 | 1.7% | ETF |
VO Vanguard Mid-Cap ETF | $5,279,928 | $105,516 ▲ | 2.0% | 20,416 | 1.6% | ETF |
DIMENSIONAL ETF TRUST
| $4,648,217 | $636,202 ▲ | 15.9% | 91,627 | 1.4% | ULTRASHORT FIXED |
IJR iShares Core S&P Small-Cap ETF | $4,314,911 | $750,401 ▲ | 21.1% | 41,263 | 1.3% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $4,124,481 | $122,798 ▲ | 3.1% | 97,001 | 1.3% | ETF |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $4,043,094 | $293,835 ▲ | 7.8% | 111,688 | 1.2% | ETF |
ABBV AbbVie | $4,033,971 | $18,857 ▲ | 0.5% | 19,253 | 1.2% | Medical |
BNDX Vanguard Total International Bond ETF | $4,002,542 | $146,118 ▲ | 3.8% | 81,986 | 1.2% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $3,979,197 | $352,316 ▲ | 9.7% | 150,385 | 1.2% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $3,811,411 | $141,493 ▲ | 3.9% | 32,971 | 1.2% | ETF |
IGE iShares North American Natural Resources ETF | $3,733,890 | $393,541 ▲ | 11.8% | 82,118 | 1.1% | ETF |
AVIV Avantis International Large Cap Value ETF | $3,554,658 | $70,169 ▲ | 2.0% | 62,715 | 1.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $3,552,358 | $424,536 ▲ | 13.6% | 68,991 | 1.1% | ETF |
VNQ Vanguard Real Estate ETF | $3,511,739 | $226,167 ▲ | 6.9% | 38,787 | 1.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $3,445,880 | $524,839 ▲ | 18.0% | 32,631 | 1.1% | ETF |
VB Vanguard Small-Cap ETF | $3,212,561 | $466,350 ▲ | 17.0% | 14,487 | 1.0% | ETF |
NVDA NVIDIA | $3,061,954 | $130,056 ▼ | -4.1% | 28,252 | 0.9% | Computer and Technology |
MUB iShares National Muni Bond ETF | $2,961,532 | $31,105 ▲ | 1.1% | 28,087 | 0.9% | ETF |
CAT Caterpillar | $2,805,442 | $2,968 ▲ | 0.1% | 8,506 | 0.9% | Industrials |
VEU Vanguard FTSE All-World ex-US ETF | $2,570,664 | $121,867 ▲ | 5.0% | 42,378 | 0.8% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $2,519,229 | $8,424 ▼ | -0.3% | 41,869 | 0.8% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $2,484,943 | $200,691 ▲ | 8.8% | 38,706 | 0.8% | ETF |
DFUS Dimensional U.S. Equity ETF | $2,466,303 | $139,829 ▲ | 6.0% | 40,779 | 0.8% | ETF |
DFAU Dimensional US Core Equity Market ETF | $2,444,234 | $19,758 ▲ | 0.8% | 63,586 | 0.8% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $2,401,788 | $375,073 ▲ | 18.5% | 45,862 | 0.7% | Manufacturing |
DFAI Dimensional International Core Equity Market ETF | $2,382,521 | $4,185 ▼ | -0.2% | 76,290 | 0.7% | ETF |
EEM iShares MSCI Emerging Markets ETF | $2,329,253 | $226,147 ▲ | 10.8% | 53,301 | 0.7% | Finance |
DFCF Dimensional Core Fixed Income ETF | $2,274,228 | $355,365 ▲ | 18.5% | 54,071 | 0.7% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $2,266,738 | $5,057 ▼ | -0.2% | 86,517 | 0.7% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $2,210,364 | $161,471 ▼ | -6.8% | 21,957 | 0.7% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $2,188,821 | $197,230 ▲ | 9.9% | 84,543 | 0.7% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,167,228 | $36,626 ▼ | -1.7% | 16,805 | 0.7% | ETF |
DFSV Dimensional US Small Cap Value ETF | $2,093,696 | $8,558 ▲ | 0.4% | 74,376 | 0.6% | ETF |
ABT Abbott Laboratories | $1,978,714 | $49,876 ▲ | 2.6% | 14,917 | 0.6% | Medical |
AVDE Avantis International Equity ETF | $1,960,021 | $142,416 ▲ | 7.8% | 29,576 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $1,861,900 | $6,924 ▼ | -0.4% | 3,496 | 0.6% | Finance |
DFLV Dimensional US Large Cap Value ETF | $1,813,791 | $10,516 ▲ | 0.6% | 59,332 | 0.6% | ETF |
AON AON | $1,766,372 | $22,748 ▼ | -1.3% | 4,426 | 0.5% | Finance |
VBR Vanguard Small-Cap Value ETF | $1,765,105 | $20,119 ▲ | 1.2% | 9,475 | 0.5% | ETF |
MSFT Microsoft | $1,718,232 | $2,628 ▼ | -0.2% | 4,577 | 0.5% | Computer and Technology |
AMZN Amazon.com | $1,686,845 | $279,302 ▲ | 19.8% | 8,866 | 0.5% | Retail/Wholesale |
IXC iShares Global Energy ETF | $1,647,045 | $157,637 ▲ | 10.6% | 39,150 | 0.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,584,011 | $12,167 ▲ | 0.8% | 16,013 | 0.5% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $1,551,715 | $223,249 ▲ | 16.8% | 26,593 | 0.5% | ETF |
AVSF Avantis Short-Term Fixed Income ETF | $1,470,362 | $26,081 ▲ | 1.8% | 31,458 | 0.5% | ETF |
REET iShares Global REIT ETF | $1,423,168 | $130,737 ▲ | 10.1% | 58,663 | 0.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $1,413,666 | $33,648 ▲ | 2.4% | 16,217 | 0.4% | ETF |
XOM Exxon Mobil | $1,383,381 | $11,655 ▼ | -0.8% | 11,632 | 0.4% | Energy |
VDE Vanguard Energy ETF | $1,258,030 | $13,749 ▲ | 1.1% | 9,699 | 0.4% | ETF |
AVDV Avantis International Small Cap Value ETF | $1,255,814 | $59,837 ▲ | 5.0% | 18,007 | 0.4% | ETF |
EFA iShares MSCI EAFE ETF | $1,211,581 | $8,990 ▼ | -0.7% | 14,824 | 0.4% | Finance |
IVV iShares Core S&P 500 ETF | $1,194,156 | $19,668 ▼ | -1.6% | 2,125 | 0.4% | ETF |
BND Vanguard Total Bond Market ETF | $1,157,919 | $22,769 ▼ | -1.9% | 15,765 | 0.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $1,156,683 | $58,084 ▲ | 5.3% | 23,180 | 0.4% | Manufacturing |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $1,104,768 | $402 ▲ | 0.0% | 21,972 | 0.3% | Manufacturing |
SCHP Schwab U.S. TIPS ETF | $1,081,119 | $54,775 ▲ | 5.3% | 40,205 | 0.3% | ETF |
DFAR Dimensional US Real Estate ETF | $1,074,740 | $132,827 ▲ | 14.1% | 45,214 | 0.3% | ETF |
MCD McDonald's | $1,057,499 | | 0.0% | 3,385 | 0.3% | Retail/Wholesale |
VV Vanguard Large-Cap ETF | $1,052,848 | $10,539 ▲ | 1.0% | 4,096 | 0.3% | ETF |
GNR SPDR S&P Global Natural Resources ETF | $1,043,064 | $92,283 ▲ | 9.7% | 19,588 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,026,660 | $104,989 ▲ | 11.4% | 36,719 | 0.3% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,001,497 | $178,214 ▲ | 21.6% | 20,034 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $957,599 | $43,223 ▲ | 4.7% | 21,158 | 0.3% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $905,432 | $71,494 ▲ | 8.6% | 22,378 | 0.3% | ETF |
GOOG Alphabet | $900,476 | $257,301 ▲ | 40.0% | 5,764 | 0.3% | Computer and Technology |
COMSCORE INC
| $870,127 | | 0.0% | 126,656 | 0.3% | COM NEW |
KR Kroger | $815,455 | $4,061 ▲ | 0.5% | 12,047 | 0.3% | Retail/Wholesale |
IXUS iShares Core MSCI Total International Stock ETF | $757,073 | $126,842 ▲ | 20.1% | 10,845 | 0.2% | Manufacturing |
ICSH iShares Ultra Short-Term Bond Active ETF | $753,907 | $4,563 ▲ | 0.6% | 14,870 | 0.2% | ETF |
EFV iShares MSCI EAFE Value ETF | $742,055 | | 0.0% | 12,590 | 0.2% | ETF |
DV DoubleVerify | $732,328 | $261,678 ▲ | 55.6% | 54,774 | 0.2% | Computer and Technology |
GUNR FlexShares Global Upstream Natural Resources Index Fund | $686,705 | $5,239 ▲ | 0.8% | 17,694 | 0.2% | ETF |
QQQ Invesco QQQ | $674,849 | | 0.0% | 1,439 | 0.2% | Finance |
XLE Energy Select Sector SPDR Fund | $653,830 | $34,388 ▲ | 5.6% | 6,997 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $645,139 | $10,548 ▼ | -1.6% | 2,630 | 0.2% | Finance |
ICLN iShares Global Clean Energy ETF | $617,160 | $76,959 ▼ | -11.1% | 54,042 | 0.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $614,292 | $2,137 ▲ | 0.3% | 8,336 | 0.2% | ETF |
IAS Integral Ad Science | $599,696 | $200,855 ▼ | -25.1% | 74,404 | 0.2% | Business Services |
DUHP Dimensional US High Profitability ETF | $592,369 | $99 ▲ | 0.0% | 17,875 | 0.2% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $583,655 | $40,869 ▲ | 7.5% | 5,641 | 0.2% | ETF |
WM Waste Management | $569,515 | $4,862 ▼ | -0.8% | 2,460 | 0.2% | Business Services |
IFRA iShares U.S. Infrastructure ETF | $568,796 | $33,623 ▲ | 6.3% | 12,620 | 0.2% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $566,295 | $3,337 ▲ | 0.6% | 15,783 | 0.2% | ETF |
V Visa | $562,204 | | 0.0% | 1,604 | 0.2% | Business Services |
