BND Vanguard Total Bond Market ETF | $3,352,920,343 | $3,302,432,117 ▲ | 6,541.0% | 45,844,512 | 21.8% | ETF |
DFAU Dimensional US Core Equity Market ETF | $3,177,525,300 | $3,126,940,763 ▲ | 6,181.6% | 77,812,926 | 20.7% | ETF |
DFAI Dimensional International Core Equity Market ETF | $979,473,120 | $964,026,086 ▲ | 6,240.8% | 32,285,828 | 6.4% | ETF |
VTI Vanguard Total Stock Market ETF | $940,012,294 | $924,852,151 ▲ | 6,100.6% | 3,223,294 | 6.1% | ETF |
LLY Eli Lilly and Company | $593,543,556 | $584,421,757 ▲ | 6,406.9% | 716,081 | 3.9% | Medical |
DFCF Dimensional Core Fixed Income ETF | $486,696,553 | $478,588,043 ▲ | 5,902.3% | 11,557,175 | 3.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $411,482,802 | $405,016,907 ▲ | 6,263.9% | 15,544,324 | 2.7% | ETF |
IVV iShares Core S&P 500 ETF | $375,630,979 | $369,622,762 ▲ | 6,152.0% | 634,886 | 2.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $374,535,124 | $368,838,007 ▲ | 6,474.1% | 4,825,007 | 2.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $333,576,012 | $328,423,528 ▲ | 6,374.1% | 6,826,984 | 2.2% | Manufacturing |
VBK Vanguard Small-Cap Growth ETF | $313,303,525 | $308,285,457 ▲ | 6,143.5% | 1,109,409 | 2.0% | ETF |
MBB iShares MBS ETF | $308,456,597 | $303,720,854 ▲ | 6,413.4% | 3,311,529 | 2.0% | ETF |
FREL Fidelity MSCI Real Estate Index ETF | $227,231,216 | $223,610,540 ▲ | 6,175.9% | 7,939,810 | 1.5% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $201,794,212 | $197,831,949 ▲ | 4,992.9% | 2,454,066 | 1.3% | Manufacturing |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $197,405,929 | $194,377,413 ▲ | 6,418.2% | 8,462,892 | 1.3% | Manufacturing |
DFSD Dimensional Short-Duration Fixed Income ETF | $197,211,534 | $194,041,283 ▲ | 6,120.7% | 4,168,547 | 1.3% | ETF |
PIMCO ETF TR
| $174,452,635 | $170,431,728 ▲ | 4,238.6% | 1,894,380 | 1.1% | ACTIVE BD ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $138,755,438 | $136,720,904 ▲ | 6,720.0% | 3,940,670 | 0.9% | ETF |
DBND DoubleLine Opportunistic Bond ETF | $89,468,180 | $88,120,250 ▲ | 6,537.4% | 1,944,507 | 0.6% | ETF |
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund | $78,893,770 | $77,565,387 ▲ | 5,839.1% | 1,503,182 | 0.5% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $78,223,482 | $77,022,129 ▲ | 6,411.3% | 3,425,586 | 0.5% | Manufacturing |
VMBS Vanguard Mortgage-Backed Securities ETF | $76,841,303 | $75,544,211 ▲ | 5,824.1% | 1,670,069 | 0.5% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $74,477,879 | $73,329,683 ▲ | 6,386.5% | 1,621,888 | 0.5% | Manufacturing |
BRK.B Berkshire Hathaway | $68,825,851 | $67,221,686 ▲ | 4,190.4% | 149,093 | 0.4% | Finance |
AAPL Apple | $62,089,113 | $60,196,740 ▲ | 3,181.0% | 263,269 | 0.4% | Computer and Technology |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $55,527,904 | $54,663,140 ▲ | 6,321.2% | 552,541 | 0.4% | ETF |
WMT Walmart | $49,823,232 | $49,072,432 ▲ | 6,536.0% | 574,746 | 0.3% | Retail/Wholesale |
VXUS Vanguard Total International Stock ETF | $47,689,411 | $46,851,490 ▲ | 5,591.4% | 769,477 | 0.3% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $46,774,677 | $46,055,067 ▲ | 6,400.0% | 673,400 | 0.3% | Manufacturing |
DIMENSIONAL ETF TRUST
| $46,740,386 | $46,130,080 ▲ | 7,558.5% | 717,679 | 0.3% | US CORE EQUITY 1 |
EPS WisdomTree U.S. LargeCap Fund | $45,799,612 | $45,061,294 ▲ | 6,103.2% | 741,411 | 0.3% | Finance |
J P MORGAN EXCHANGE TRADED F
| $44,919,177 | $44,359,966 ▲ | 7,932.6% | 869,449 | 0.3% | JPMORGAM LTD DUR |
SPY SPDR S&P 500 ETF Trust | $43,556,933 | $42,989,443 ▲ | 7,575.4% | 73,837 | 0.3% | Finance |
LOW Lowe's Companies | $42,923,249 | $42,235,880 ▲ | 6,144.6% | 160,423 | 0.3% | Retail/Wholesale |
VCSH Vanguard Short-Term Corporate Bond ETF | $42,048,156 | $41,361,871 ▲ | 6,026.9% | 535,983 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $39,635,268 | $38,937,832 ▲ | 5,583.0% | 73,197 | 0.3% | ETF |
EUSB iShares ESG Advanced Total USD Bond Market ETF | $37,882,981 | $37,297,568 ▲ | 6,371.2% | 877,100 | 0.2% | ETF |
VHT Vanguard Health Care ETF | $37,819,017 | $37,181,545 ▲ | 5,832.7% | 140,248 | 0.2% | ETF |
MSFT Microsoft | $35,799,771 | $33,897,730 ▲ | 1,782.2% | 84,058 | 0.2% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $34,333,232 | $33,804,762 ▲ | 6,396.7% | 535,720 | 0.2% | ETF |
DFSV Dimensional US Small Cap Value ETF | $31,857,090 | $31,366,820 ▲ | 6,397.9% | 1,006,520 | 0.2% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $31,851,181 | $31,360,902 ▲ | 6,396.5% | 225,170 | 0.2% | ETF |
BNDX Vanguard Total International Bond ETF | $31,004,274 | $30,536,316 ▲ | 6,525.4% | 619,876 | 0.2% | ETF |
EES WisdomTree U.S. SmallCap Fund | $29,435,639 | $28,946,928 ▲ | 5,923.1% | 536,780 | 0.2% | Finance |
WDAY Workday | $28,717,560 | $28,271,050 ▲ | 6,331.6% | 112,488 | 0.2% | Computer and Technology |
VGSH Vanguard Short-Term Treasury Index ETF | $28,550,574 | $28,111,334 ▲ | 6,400.0% | 489,125 | 0.2% | ETF |
VIG Vanguard Dividend Appreciation ETF | $28,183,489 | $27,546,153 ▲ | 4,322.1% | 141,197 | 0.2% | ETF |
GOOGL Alphabet | $26,655,861 | $26,023,064 ▲ | 4,112.4% | 152,362 | 0.2% | Computer and Technology |
ESGV Vanguard ESG US Stock ETF | $26,618,900 | $26,195,601 ▲ | 6,188.4% | 253,990 | 0.2% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $26,080,109 | $25,667,362 ▲ | 6,218.7% | 233,601 | 0.2% | ETF |
FBND Fidelity Total Bond ETF | $26,030,200 | $25,711,364 ▲ | 8,064.1% | 570,265 | 0.2% | ETF |
VCEB Vanguard ESG U.S. Corporate Bond ETF | $26,020,926 | $25,617,988 ▲ | 6,357.8% | 411,749 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $25,419,210 | $25,065,007 ▲ | 7,076.4% | 506,944 | 0.2% | ETF |
HON Honeywell International | $25,402,378 | $25,011,572 ▲ | 6,400.0% | 114,920 | 0.2% | Multi-Sector Conglomerates |
DTD WisdomTree Total U.S. Dividend Fund | $22,709,015 | $22,359,699 ▲ | 6,401.0% | 291,505 | 0.1% | Finance |
DFIC Dimensional International Core Equity 2 ETF | $22,145,598 | $21,861,298 ▲ | 7,689.5% | 827,793 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $19,741,002 | $19,408,218 ▲ | 5,832.1% | 84,888 | 0.1% | Finance |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $19,341,382 | $19,045,693 ▲ | 6,441.1% | 867,746 | 0.1% | Manufacturing |
TT Trane Technologies | $19,037,028 | $18,744,151 ▲ | 6,400.0% | 47,970 | 0.1% | Construction |
VWO Vanguard FTSE Emerging Markets ETF | $18,212,008 | $17,875,655 ▲ | 5,314.6% | 391,364 | 0.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $17,920,129 | $17,644,435 ▲ | 6,400.0% | 169,650 | 0.1% | ETF |
T AT&T | $17,030,355 | $16,767,092 ▲ | 6,368.9% | 756,996 | 0.1% | Computer and Technology |
DFAR Dimensional US Real Estate ETF | $16,791,864 | $16,517,619 ▲ | 6,022.9% | 677,870 | 0.1% | ETF |
VDC Vanguard Consumer Staples ETF | $16,773,444 | $16,503,209 ▲ | 6,107.0% | 77,401 | 0.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $16,626,485 | $16,370,829 ▲ | 6,403.5% | 391,833 | 0.1% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $15,050,748 | $14,819,214 ▲ | 6,400.4% | 581,400 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $14,853,630 | $14,588,631 ▲ | 5,505.2% | 115,074 | 0.1% | ETF |
VUG Vanguard Growth ETF | $14,645,325 | $14,420,012 ▲ | 6,400.0% | 36,335 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $14,139,854 | $13,920,754 ▲ | 6,353.6% | 143,528 | 0.1% | Finance |
RTX RTX | $13,717,161 | $13,501,375 ▲ | 6,256.8% | 113,533 | 0.1% | Aerospace |
XOM Exxon Mobil | $13,286,757 | $13,076,883 ▲ | 6,230.8% | 113,322 | 0.1% | Oils/Energy |
VZ Verizon Communications | $12,463,435 | $12,272,143 ▲ | 6,415.4% | 295,147 | 0.1% | Computer and Technology |
NVDA NVIDIA | $12,300,379 | $11,403,668 ▲ | 1,271.7% | 90,177 | 0.1% | Computer and Technology |
PG Procter & Gamble | $11,872,536 | $11,872,536 ▲ | New Holding | 69,680 | 0.1% | Consumer Staples |
MUB iShares National Muni Bond ETF | $11,633,755 | $11,633,755 ▲ | New Holding | 108,265 | 0.1% | ETF |
META Meta Platforms | $11,602,690 | $11,345,152 ▲ | 4,405.2% | 19,778 | 0.1% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $11,482,657 | $11,482,657 ▲ | New Holding | 55,956 | 0.1% | ETF |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $11,105,057 | $11,105,057 ▲ | New Holding | 446,935 | 0.1% | Manufacturing |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $11,025,655 | $11,025,655 ▲ | New Holding | 500,007 | 0.1% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $10,453,817 | $10,453,817 ▲ | New Holding | 189,457 | 0.1% | ETF |
KO Coca-Cola | $10,231,863 | $10,231,863 ▲ | New Holding | 156,515 | 0.1% | Consumer Staples |
MTB M&T Bank | $9,459,037 | $9,459,037 ▲ | New Holding | 47,685 | 0.1% | Finance |
WFC Wells Fargo & Company | $9,366,082 | $9,366,082 ▲ | New Holding | 137,618 | 0.1% | Finance |
LNT Alliant Energy | $9,167,222 | $9,167,222 ▲ | New Holding | 151,645 | 0.1% | Utilities |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $9,134,513 | $9,134,513 ▲ | New Holding | 337,001 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $8,931,998 | $8,931,998 ▲ | New Holding | 15,261 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $8,369,395 | $8,369,395 ▲ | New Holding | 21,336 | 0.1% | ETF |
GPK Graphic Packaging | $8,341,055 | $8,341,055 ▲ | New Holding | 288,340 | 0.1% | Industrial Products |
IWD iShares Russell 1000 Value ETF | $8,275,932 | $8,275,932 ▲ | New Holding | 43,163 | 0.1% | ETF |
ADBE Adobe | $7,903,920 | $7,903,920 ▲ | New Holding | 15,953 | 0.1% | Computer and Technology |
ITA iShares U.S. Aerospace & Defense ETF | $7,406,641 | $7,406,641 ▲ | New Holding | 49,172 | 0.0% | ETF |
ITW Illinois Tool Works | $7,278,771 | $7,278,771 ▲ | New Holding | 27,444 | 0.0% | Industrial Products |
VSGX Vanguard ESG International Stock ETF | $7,244,269 | $7,244,269 ▲ | New Holding | 122,519 | 0.0% | ETF |
MO Altria Group | $7,127,018 | $7,127,018 ▲ | New Holding | 133,900 | 0.0% | Consumer Staples |
ESGD iShares ESG Aware MSCI EAFE ETF | $7,020,562 | $7,020,562 ▲ | New Holding | 88,110 | 0.0% | Manufacturing |
MS Morgan Stanley | $6,772,465 | $6,772,465 ▲ | New Holding | 55,120 | 0.0% | Finance |
SCHD Schwab US Dividend Equity ETF | $6,763,565 | $6,763,565 ▲ | New Holding | 210,058 | 0.0% | ETF |
CMCSA Comcast | $6,750,243 | $6,750,243 ▲ | New Holding | 162,638 | 0.0% | Consumer Discretionary |
ESGE iShares ESG Aware MSCI EM ETF | $6,739,954 | $6,739,954 ▲ | New Holding | 190,898 | 0.0% | Manufacturing |
ED Consolidated Edison | $6,673,345 | $6,673,345 ▲ | New Holding | 67,709 | 0.0% | Utilities |
