DFAC Dimensional U.S. Core Equity 2 ETF | $104,762,376 | $1,790,110 ▲ | 1.7% | 3,055,187 | 7.0% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $102,149,785 | $93,455 ▼ | -0.1% | 3,781,925 | 6.8% | ETF |
DFUS Dimensional U.S. Equity ETF | $87,369,596 | $1,091,672 ▼ | -1.2% | 1,404,656 | 5.8% | ETF |
IWB iShares Russell 1000 ETF | $68,614,463 | $1,685,133 ▼ | -2.4% | 218,246 | 4.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $57,247,298 | $36,255 ▲ | 0.1% | 565,294 | 3.8% | Finance |
MUB iShares National Muni Bond ETF | $50,555,198 | $3,419,129 ▲ | 7.3% | 465,389 | 3.4% | ETF |
BRK.B Berkshire Hathaway | $49,499,583 | $8,266,730 ▲ | 20.0% | 107,547 | 3.3% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $42,911,103 | $1,094,089 ▲ | 2.6% | 688,561 | 2.9% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $40,726,369 | $8,054,260 ▲ | 24.7% | 796,682 | 2.7% | ETF |
IVV iShares Core S&P 500 ETF | $40,276,235 | $3,717,008 ▲ | 10.2% | 69,825 | 2.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $34,827,269 | $1,134,394 ▲ | 3.4% | 297,771 | 2.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $33,042,142 | $396,402 ▲ | 1.2% | 88,023 | 2.2% | ETF |
AAPL Apple | $32,631,436 | $2,944,423 ▲ | 9.9% | 140,049 | 2.2% | Computer and Technology |
DFAI Dimensional International Core Equity Market ETF | $31,980,534 | $1,339,464 ▲ | 4.4% | 1,006,310 | 2.1% | ETF |
IVE iShares S&P 500 Value ETF | $26,287,158 | $90,896 ▼ | -0.3% | 133,322 | 1.8% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $23,953,518 | $5,177,178 ▲ | 27.6% | 453,579 | 1.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $23,927,917 | $1,599,633 ▲ | 7.2% | 306,572 | 1.6% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $18,695,645 | $735,629 ▲ | 4.1% | 682,074 | 1.3% | ETF |
BND Vanguard Total Bond Market ETF | $18,432,812 | $1,030,884 ▲ | 5.9% | 245,411 | 1.2% | ETF |
IVW iShares S&P 500 Growth ETF | $16,858,648 | $729,617 ▲ | 4.5% | 176,069 | 1.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $16,309,824 | $3,762,132 ▲ | 30.0% | 284,094 | 1.1% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $15,286,110 | $73,945 ▼ | -0.5% | 326,417 | 1.0% | Finance |
VTI Vanguard Total Stock Market ETF | $14,132,834 | $5,222,333 ▲ | 58.6% | 49,911 | 0.9% | ETF |
DFAU Dimensional US Core Equity Market ETF | $13,482,443 | $715,213 ▲ | 5.6% | 339,694 | 0.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $13,214,839 | $12,214,036 ▲ | 1,220.4% | 66,721 | 0.9% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $13,213,288 | $1,559,543 ▼ | -10.6% | 260,412 | 0.9% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $12,163,906 | $38,232 ▼ | -0.3% | 169,579 | 0.8% | ETF |
IWV iShares Russell 3000 ETF | $11,931,017 | $71,881 ▼ | -0.6% | 36,516 | 0.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $11,268,919 | $791,234 ▲ | 7.6% | 19,640 | 0.8% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $10,939,632 | $1,664,370 ▲ | 17.9% | 228,623 | 0.7% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $9,997,511 | $310,814 ▼ | -3.0% | 92,862 | 0.7% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $9,345,676 | $805,394 ▼ | -7.9% | 112,395 | 0.6% | Manufacturing |
IWD iShares Russell 1000 Value ETF | $9,115,793 | $378,654 ▼ | -4.0% | 48,028 | 0.6% | ETF |
MSFT Microsoft | $8,823,765 | $4,272,034 ▲ | 93.9% | 20,506 | 0.6% | Computer and Technology |
IJK iShares S&P Mid-Cap 400 Growth ETF | $8,443,250 | $178,529 ▲ | 2.2% | 91,844 | 0.6% | ETF |
SCHF Schwab International Equity ETF | $7,851,958 | $178,996 ▼ | -2.2% | 190,952 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $7,555,068 | $32,435 ▲ | 0.4% | 58,932 | 0.5% | ETF |
DFUV Dimensional US Marketwide Value ETF | $7,489,803 | $44,900 ▼ | -0.6% | 179,655 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $7,356,474 | $329,807 ▼ | -4.3% | 110,590 | 0.5% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $7,134,224 | $437,720 ▲ | 6.5% | 51,145 | 0.5% | ETF |
FDL First Trust Morningstar Dividend Leaders Index | $6,495,125 | $18,122 ▼ | -0.3% | 154,830 | 0.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $6,289,624 | $48,339 ▼ | -0.8% | 60,373 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $6,282,772 | $530,953 ▼ | -7.8% | 59,165 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $5,963,008 | $745,956 ▲ | 14.3% | 26,995 | 0.4% | Finance |
VOO Vanguard S&P 500 ETF | $5,762,844 | $4,287,438 ▲ | 290.6% | 10,921 | 0.4% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $5,432,834 | $73,679 ▼ | -1.3% | 106,255 | 0.4% | Finance |
SCHE Schwab Emerging Markets Equity ETF | $5,399,604 | $131,164 ▼ | -2.4% | 185,045 | 0.4% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $5,284,101 | $47,717 ▲ | 0.9% | 42,745 | 0.4% | ETF |
XLK Technology Select Sector SPDR Fund | $5,124,111 | $234,566 ▲ | 4.8% | 22,697 | 0.3% | ETF |
GOOGL Alphabet | $5,077,865 | $2,455,924 ▲ | 93.7% | 30,617 | 0.3% | Computer and Technology |
PG Procter & Gamble | $5,064,226 | $1,971,894 ▲ | 63.8% | 29,239 | 0.3% | Consumer Staples |
VXF Vanguard Extended Market ETF | $4,989,438 | $4,679,145 ▲ | 1,508.0% | 27,416 | 0.3% | ETF |
JNJ Johnson & Johnson | $4,962,369 | $1,646,506 ▲ | 49.7% | 30,621 | 0.3% | Medical |
RWO SPDR Dow Jones Global Real Estate ETF | $4,913,099 | $62,169 ▼ | -1.2% | 103,368 | 0.3% | ETF |
DWM WisdomTree International Equity Fund | $4,556,172 | $5,007 ▼ | -0.1% | 79,160 | 0.3% | Finance |
VV Vanguard Large-Cap ETF | $4,518,967 | $598,211 ▲ | 15.3% | 17,163 | 0.3% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $4,436,519 | $1,095,126 ▲ | 32.8% | 99,318 | 0.3% | ETF |
VTV Vanguard Value ETF | $4,365,647 | $291,881 ▲ | 7.2% | 25,008 | 0.3% | ETF |
AMZN Amazon.com | $4,287,335 | $1,386,504 ▲ | 47.8% | 23,009 | 0.3% | Retail/Wholesale |
GOOG Alphabet | $4,247,344 | $1,664,061 ▲ | 64.4% | 25,404 | 0.3% | Computer and Technology |
XOM Exxon Mobil | $4,232,947 | $849,262 ▲ | 25.1% | 36,111 | 0.3% | Oils/Energy |
QQQ Invesco QQQ | $4,108,831 | $158,614 ▲ | 4.0% | 8,419 | 0.3% | Finance |
EFA iShares MSCI EAFE ETF | $4,092,736 | $24,587 ▼ | -0.6% | 48,939 | 0.3% | Finance |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $3,926,592 | | 0.0% | 42,468 | 0.3% | ETF |
EPD Enterprise Products Partners | $3,708,731 | $26,548 ▼ | -0.7% | 127,404 | 0.2% | Oils/Energy |
LRGF iShares U.S. Equity Factor ETF | $3,597,702 | $45,840 ▲ | 1.3% | 61,217 | 0.2% | ETF |
VXUS Vanguard Total International Stock ETF | $3,489,292 | $3,180,094 ▲ | 1,028.5% | 53,897 | 0.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $3,477,680 | $94,724 ▲ | 2.8% | 22,579 | 0.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $3,458,840 | $195,078 ▲ | 6.0% | 47,110 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $3,412,734 | $34,714 ▲ | 1.0% | 25,266 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,371,699 | $3,291,588 ▲ | 4,108.8% | 16,793 | 0.2% | ETF |
XLF Financial Select Sector SPDR Fund | $3,284,343 | $317,829 ▲ | 10.7% | 72,470 | 0.2% | ETF |
ACGL Arch Capital Group | $3,130,739 | $559 ▲ | 0.0% | 27,983 | 0.2% | Finance |
PEP PepsiCo | $3,011,228 | $1,189,493 ▲ | 65.3% | 17,708 | 0.2% | Consumer Staples |
IYR iShares U.S. Real Estate ETF | $2,991,204 | $71,309 ▼ | -2.3% | 29,363 | 0.2% | ETF |
WMT Walmart | $2,823,153 | $1,714,951 ▲ | 154.8% | 34,962 | 0.2% | Retail/Wholesale |
COST Costco Wholesale | $2,768,275 | $1,286,189 ▲ | 86.8% | 3,123 | 0.2% | Retail/Wholesale |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $2,644,443 | $5,817 ▼ | -0.2% | 63,645 | 0.2% | Manufacturing |
VB Vanguard Small-Cap ETF | $2,605,173 | $2,478,034 ▲ | 1,949.1% | 10,983 | 0.2% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $2,600,091 | $8,817 ▼ | -0.3% | 63,994 | 0.2% | ETF |
CVX Chevron | $2,571,015 | $664,476 ▲ | 34.9% | 17,458 | 0.2% | Oils/Energy |
REET iShares Global REIT ETF | $2,553,680 | $390,449 ▲ | 18.0% | 95,679 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,543,253 | $13,146 ▲ | 0.5% | 67,712 | 0.2% | ETF |
HD Home Depot | $2,542,278 | $289,319 ▲ | 12.8% | 6,274 | 0.2% | Retail/Wholesale |
IYW iShares U.S. Technology ETF | $2,400,228 | $55,491 ▲ | 2.4% | 15,831 | 0.2% | Manufacturing |
ACWX iShares MSCI ACWI ex U.S. ETF | $2,358,260 | $25,806 ▼ | -1.1% | 41,214 | 0.2% | Manufacturing |
KLAC KLA | $2,293,029 | $4,646 ▼ | -0.2% | 2,961 | 0.2% | Computer and Technology |
MCD McDonald's | $2,242,280 | $872,979 ▲ | 63.8% | 7,364 | 0.2% | Retail/Wholesale |
VONE Vanguard Russell 1000 | $2,235,302 | $1,812,168 ▲ | 428.3% | 8,595 | 0.1% | ETF |
IBM International Business Machines | $2,175,843 | $215,993 ▼ | -9.0% | 9,842 | 0.1% | Computer and Technology |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $2,140,976 | $19,392 ▲ | 0.9% | 43,278 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $2,094,099 | $109,489 ▲ | 5.5% | 40,662 | 0.1% | ETF |
MRK Merck & Co., Inc. | $2,090,288 | $575,860 ▲ | 38.0% | 18,407 | 0.1% | Medical |
UNH UnitedHealth Group | $2,046,022 | $1,655,997 ▲ | 424.6% | 3,499 | 0.1% | Medical |
ABBV AbbVie | $2,010,681 | $1,710,323 ▲ | 569.4% | 10,182 | 0.1% | Medical |
KO Coca-Cola | $1,980,383 | $220,825 ▲ | 12.6% | 27,559 | 0.1% | Consumer Staples |
HON Honeywell International | $1,970,567 | $569,073 ▲ | 40.6% | 9,533 | 0.1% | Multi-Sector Conglomerates |
VO Vanguard Mid-Cap ETF | $1,921,894 | $1,527,226 ▲ | 387.0% | 7,285 | 0.1% | ETF |
PNC The PNC Financial Services Group | $1,911,534 | $1,353,657 ▲ | 242.6% | 10,341 | 0.1% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $1,860,208 | $41,641 ▼ | -2.2% | 28,680 | 0.1% | ETF |
