DFEM Dimensional Emerging Markets Core Equity 2 ETF | $32,089,487 | $1,443,138 ▲ | 4.7% | 1,139,946 | 10.7% | ETF |
DFLV Dimensional US Large Cap Value ETF | $30,123,858 | $544,906 ▲ | 1.8% | 977,730 | 10.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $28,752,102 | $336,172 ▲ | 1.2% | 516,845 | 9.6% | ETF |
VOO Vanguard S&P 500 ETF | $26,638,844 | $1,444,230 ▲ | 5.7% | 50,484 | 8.9% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $19,868,635 | $1,080,097 ▲ | 5.7% | 706,064 | 6.6% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $19,122,815 | $834,998 ▲ | 4.6% | 717,554 | 6.4% | ETF |
FBND Fidelity Total Bond ETF | $17,749,469 | $1,137,839 ▲ | 6.8% | 379,749 | 5.9% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $17,472,698 | $412,574 ▲ | 2.4% | 269,391 | 5.8% | ETF |
DFIV Dimensional International Value ETF | $11,764,068 | $163,287 ▲ | 1.4% | 308,930 | 3.9% | ETF |
VO Vanguard Mid-Cap ETF | $11,515,734 | $635,307 ▲ | 5.8% | 43,648 | 3.8% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $9,943,205 | $83,086 ▼ | -0.8% | 102,560 | 3.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $9,302,579 | $267,307 ▲ | 3.0% | 181,975 | 3.1% | ETF |
FMHI First Trust Municipal High Income ETF | $6,911,639 | $345,305 ▲ | 5.3% | 139,912 | 2.3% | Manufacturing |
FSMB First Trust Short Duration Managed Municipal ETF | $6,083,049 | $278,580 ▲ | 4.8% | 304,000 | 2.0% | ETF |
DFUV Dimensional US Marketwide Value ETF | $5,913,948 | $8,463 ▼ | -0.1% | 141,855 | 2.0% | ETF |
DFUS Dimensional U.S. Equity ETF | $5,775,509 | $5,909 ▼ | -0.1% | 92,854 | 1.9% | ETF |
VUG Vanguard Growth ETF | $4,812,081 | $16,509 ▲ | 0.3% | 12,534 | 1.6% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $4,475,332 | $114,341 ▲ | 2.6% | 69,278 | 1.5% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $3,066,280 | $890,346 ▲ | 40.9% | 46,579 | 1.0% | ETF |
AAPL Apple | $2,179,860 | $15,377 ▲ | 0.7% | 9,356 | 0.7% | Computer and Technology |
VV Vanguard Large-Cap ETF | $1,643,328 | $34,752 ▼ | -2.1% | 6,242 | 0.5% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $1,543,372 | $790,157 ▲ | 104.9% | 16,085 | 0.5% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $1,512,369 | $541 ▼ | 0.0% | 53,140 | 0.5% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $1,438,947 | $2,045 ▼ | -0.1% | 38,702 | 0.5% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $1,072,407 | $4,104 ▼ | -0.4% | 26,394 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $837,386 | | 0.0% | 13,437 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $740,354 | $22,366 ▼ | -2.9% | 2,615 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $738,748 | | 0.0% | 1,968 | 0.2% | ETF |
DUHP Dimensional US High Profitability ETF | $659,410 | $25,518 ▼ | -3.7% | 19,355 | 0.2% | ETF |
MSFT Microsoft | $634,803 | | 0.0% | 1,475 | 0.2% | Computer and Technology |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $542,685 | $2,825 ▼ | -0.5% | 13,061 | 0.2% | Manufacturing |
BRK.B Berkshire Hathaway | $539,425 | | 0.0% | 1,172 | 0.2% | Finance |
TMO Thermo Fisher Scientific | $488,670 | | 0.0% | 790 | 0.2% | Medical |
DFAC Dimensional U.S. Core Equity 2 ETF | $458,937 | $30,930 ▲ | 7.2% | 13,384 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $424,124 | | 0.0% | 5,434 | 0.1% | ETF |
VTV Vanguard Value ETF | $361,162 | $524 ▲ | 0.1% | 2,069 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $360,354 | $21,437 ▲ | 6.3% | 7,531 | 0.1% | ETF |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $357,556 | $1,115 ▼ | -0.3% | 3,526 | 0.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $352,835 | $1,646 ▲ | 0.5% | 4,502 | 0.1% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $337,517 | $19,091 ▲ | 6.0% | 9,529 | 0.1% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $336,582 | $17,474 ▲ | 5.5% | 9,419 | 0.1% | ETF |
DFAR Dimensional US Real Estate ETF | $311,270 | | 0.0% | 12,140 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $294,702 | $2,201 ▲ | 0.8% | 4,552 | 0.1% | ETF |
BND Vanguard Total Bond Market ETF | $294,134 | | 0.0% | 3,916 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $285,854 | $1,722 ▼ | -0.6% | 498 | 0.1% | Finance |
BSV Vanguard Short-Term Bond ETF | $283,123 | $236 ▲ | 0.1% | 3,598 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $282,571 | $45,316 ▲ | 19.1% | 1,191 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $267,238 | | 0.0% | 1,408 | 0.1% | ETF |
XOM Exxon Mobil | $265,503 | | 0.0% | 2,265 | 0.1% | Oils/Energy |
DIHP Dimensional International High Profitability ETF | $236,558 | $526 ▼ | -0.2% | 8,540 | 0.1% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $233,783 | | 0.0% | 4,328 | 0.1% | ETF |
IVV iShares Core S&P 500 ETF | $216,308 | $77,871 ▼ | -26.5% | 375 | 0.1% | ETF |
AMZN Amazon.com | $214,280 | $1,491 ▼ | -0.7% | 1,150 | 0.1% | Retail/Wholesale |
DFSB Dimensional Global Sustainability Fixed Income ETF | $205,768 | $16,323 ▲ | 8.6% | 3,870 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $191,230 | | 0.0% | 1,635 | 0.1% | ETF |
GOOGL Alphabet | $189,125 | $6,636 ▼ | -3.4% | 1,140 | 0.1% | Computer and Technology |
HD Home Depot | $187,968 | | 0.0% | 464 | 0.1% | Retail/Wholesale |
DGRO iShares Core Dividend Growth ETF | $186,440 | | 0.0% | 2,974 | 0.1% | ETF |
AVDE Avantis International Equity ETF | $171,612 | $25,474 ▲ | 17.4% | 2,560 | 0.1% | ETF |
ISRG Intuitive Surgical | $165,067 | | 0.0% | 336 | 0.1% | Medical |
ALL Allstate | $162,340 | | 0.0% | 856 | 0.1% | Finance |
COST Costco Wholesale | $161,347 | $3,546 ▼ | -2.2% | 182 | 0.1% | Retail/Wholesale |
USB U.S. Bancorp | $152,052 | | 0.0% | 3,325 | 0.1% | Finance |
MGEE MGE Energy | $146,777 | | 0.0% | 1,605 | 0.0% | Utilities |
SAP SAP | $136,773 | | 0.0% | 597 | 0.0% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $126,927 | $84,671 ▲ | 200.4% | 2,403 | 0.0% | ETF |
JPM JPMorgan Chase & Co. | $118,538 | $7,382 ▼ | -5.9% | 562 | 0.0% | Finance |
KLAC KLA | $117,710 | | 0.0% | 152 | 0.0% | Computer and Technology |
TGT Target | $116,895 | | 0.0% | 750 | 0.0% | Retail/Wholesale |
DISV Dimensional International Small Cap Value ETF | $111,997 | | 0.0% | 3,854 | 0.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $110,630 | $3,212 ▲ | 3.0% | 551 | 0.0% | ETF |
PEP PepsiCo | $102,675 | $1,700 ▼ | -1.6% | 604 | 0.0% | Consumer Staples |
MDY SPDR S&P MidCap 400 ETF Trust | $102,539 | | 0.0% | 180 | 0.0% | ETF |
CRM Salesforce | $102,094 | | 0.0% | 373 | 0.0% | Computer and Technology |
JNJ Johnson & Johnson | $102,058 | $162 ▲ | 0.2% | 630 | 0.0% | Medical |
ACWX iShares MSCI ACWI ex U.S. ETF | $99,162 | $7,324 ▼ | -6.9% | 1,733 | 0.0% | Manufacturing |
PFE Pfizer | $93,476 | | 0.0% | 3,230 | 0.0% | Medical |
META Meta Platforms | $87,583 | | 0.0% | 153 | 0.0% | Computer and Technology |
PG Procter & Gamble | $86,723 | $173 ▲ | 0.2% | 501 | 0.0% | Consumer Staples |
IEMG iShares Core MSCI Emerging Markets ETF | $86,345 | | 0.0% | 1,504 | 0.0% | ETF |
NEE NextEra Energy | $82,839 | $12,257 ▼ | -12.9% | 980 | 0.0% | Utilities |
EMXC iShares MSCI Emerging Markets ex China ETF | $82,437 | | 0.0% | 1,349 | 0.0% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $81,834 | | 0.0% | 1,589 | 0.0% | ETF |
CTAS Cintas | $81,528 | $61,146 ▲ | 300.0% | 396 | 0.0% | Business Services |
VANECK BITCOIN ETF
| $79,803 | | 0.0% | 1,111 | 0.0% | SH BEN INT |
MCD McDonald's | $77,955 | | 0.0% | 256 | 0.0% | Retail/Wholesale |
FDX FedEx | $77,451 | | 0.0% | 283 | 0.0% | Transportation |
HPQ HP | $75,399 | | 0.0% | 2,102 | 0.0% | Computer and Technology |
GE General Electric | $75,055 | | 0.0% | 398 | 0.0% | Transportation |
SCHM Schwab U.S. Mid-Cap ETF | $74,532 | $166 ▼ | -0.2% | 897 | 0.0% | ETF |
CMCSA Comcast | $72,513 | | 0.0% | 1,736 | 0.0% | Consumer Discretionary |
FI Fiserv | $72,219 | | 0.0% | 402 | 0.0% | Business Services |
LNT Alliant Energy | $71,918 | | 0.0% | 1,185 | 0.0% | Utilities |
QQQ Invesco QQQ | $70,770 | | 0.0% | 145 | 0.0% | Finance |
HIG The Hartford Financial Services Group | $70,566 | | 0.0% | 600 | 0.0% | Finance |
BAC Bank of America | $68,924 | $6,428 ▲ | 10.3% | 1,737 | 0.0% | Finance |
INTC Intel | $67,635 | | 0.0% | 2,883 | 0.0% | Computer and Technology |
AJG Arthur J. Gallagher & Co. | $67,247 | | 0.0% | 239 | 0.0% | Finance |
SCHE Schwab Emerging Markets Equity ETF | $64,575 | $1,284 ▲ | 2.0% | 2,213 | 0.0% | ETF |
SCHF Schwab International Equity ETF | $64,229 | $2,056 ▲ | 3.3% | 1,562 | 0.0% | ETF |
