DFAC Dimensional U.S. Core Equity 2 ETF | $109,590,508 | $3,911,576 ▲ | 3.7% | 3,168,271 | 7.5% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $94,358,444 | $339,786 ▲ | 0.4% | 3,795,593 | 6.4% | ETF |
DFUS Dimensional U.S. Equity ETF | $89,324,769 | $222,041 ▼ | -0.2% | 1,401,173 | 6.1% | ETF |
IWB iShares Russell 1000 ETF | $69,317,287 | $992,898 ▼ | -1.4% | 215,164 | 4.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $54,623,679 | $153,296 ▼ | -0.3% | 563,712 | 3.7% | Finance |
MUB iShares National Muni Bond ETF | $52,847,636 | $3,260,430 ▲ | 6.6% | 495,989 | 3.6% | ETF |
BRK.B Berkshire Hathaway | $48,289,505 | $459,170 ▼ | -0.9% | 106,534 | 3.3% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $43,529,801 | $625,592 ▲ | 1.5% | 698,601 | 3.0% | ETF |
IVV iShares Core S&P 500 ETF | $42,195,460 | $1,090,825 ▲ | 2.7% | 71,678 | 2.9% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $39,276,021 | $661,666 ▼ | -1.7% | 783,483 | 2.7% | ETF |
IWF iShares Russell 1000 Growth ETF | $36,507,902 | $1,159,759 ▲ | 3.3% | 90,911 | 2.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $35,378,321 | $1,069,127 ▲ | 3.1% | 307,050 | 2.4% | ETF |
AAPL Apple | $34,361,035 | $709,939 ▼ | -2.0% | 137,214 | 2.3% | Computer and Technology |
DFAI Dimensional International Core Equity Market ETF | $30,141,670 | $757,419 ▲ | 2.6% | 1,032,249 | 2.1% | ETF |
IVE iShares S&P 500 Value ETF | $25,344,804 | $103,648 ▼ | -0.4% | 132,779 | 1.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $22,004,574 | $458,717 ▲ | 2.1% | 313,099 | 1.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $21,375,357 | $314,799 ▼ | -1.5% | 446,996 | 1.5% | ETF |
BND Vanguard Total Bond Market ETF | $18,216,277 | $568,737 ▲ | 3.2% | 253,320 | 1.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $17,091,741 | $212,474 ▼ | -1.2% | 673,699 | 1.2% | ETF |
IVW iShares S&P 500 Growth ETF | $16,349,356 | $1,526,908 ▼ | -8.5% | 161,030 | 1.1% | ETF |
VTI Vanguard Total Stock Market ETF | $15,733,356 | $1,268,777 ▲ | 8.8% | 54,289 | 1.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $14,970,357 | $134,989 ▲ | 0.9% | 286,679 | 1.0% | ETF |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $14,768,547 | $122,581 ▼ | -0.8% | 323,730 | 1.0% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $13,588,622 | $471,665 ▲ | 3.6% | 269,776 | 0.9% | ETF |
DFAU Dimensional US Core Equity Market ETF | $13,458,985 | $295,212 ▼ | -2.1% | 332,403 | 0.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $12,973,672 | $92,235 ▼ | -0.7% | 66,250 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $12,722,297 | $1,211,452 ▲ | 10.5% | 21,707 | 0.9% | Finance |
SPLV Invesco S&P 500 Low Volatility ETF | $11,687,703 | $182,840 ▼ | -1.5% | 166,967 | 0.8% | ETF |
IWV iShares Russell 3000 ETF | $11,662,501 | $542,815 ▼ | -4.4% | 34,892 | 0.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $10,039,371 | $29,199 ▼ | -0.3% | 227,960 | 0.7% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $9,679,859 | $405,875 ▼ | -4.0% | 89,125 | 0.7% | ETF |
MSFT Microsoft | $8,820,318 | $177,030 ▲ | 2.0% | 20,926 | 0.6% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $8,536,208 | $355,267 ▼ | -4.0% | 46,109 | 0.6% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $8,523,507 | $172,131 ▲ | 2.1% | 93,737 | 0.6% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $8,015,561 | $1,198,543 ▼ | -13.0% | 97,775 | 0.5% | Manufacturing |
IJT iShares S&P Small-Cap 600 Growth ETF | $7,461,913 | $538,370 ▲ | 7.8% | 55,122 | 0.5% | ETF |
DFUV Dimensional US Marketwide Value ETF | $7,327,721 | $23,775 ▼ | -0.3% | 179,074 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $7,266,816 | $4,756,423 ▲ | 189.5% | 320,124 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $7,153,539 | $365,543 ▼ | -4.9% | 56,067 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $6,778,649 | $3,246,033 ▲ | 91.9% | 366,413 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $6,220,384 | $255,647 ▲ | 4.3% | 28,152 | 0.4% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $6,208,595 | $4,526,001 ▲ | 269.0% | 222,770 | 0.4% | ETF |
FDL First Trust Morningstar Dividend Leaders Index | $6,162,853 | $70,616 ▼ | -1.1% | 153,076 | 0.4% | ETF |
GOOGL Alphabet | $5,732,332 | $63,415 ▼ | -1.1% | 30,282 | 0.4% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $5,689,509 | $195,057 ▼ | -3.3% | 10,559 | 0.4% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $5,338,249 | $77,576 ▼ | -1.4% | 104,733 | 0.4% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $5,311,500 | $929,164 ▼ | -14.9% | 50,356 | 0.4% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $5,220,383 | $121,087 ▼ | -2.3% | 41,776 | 0.4% | ETF |
VXF Vanguard Extended Market ETF | $5,179,045 | $29,447 ▼ | -0.6% | 27,261 | 0.4% | ETF |
XLK Technology Select Sector SPDR Fund | $5,115,086 | $162,535 ▼ | -3.1% | 21,998 | 0.3% | ETF |
AMZN Amazon.com | $5,002,720 | $45,194 ▼ | -0.9% | 22,803 | 0.3% | Retail/Wholesale |
GOOG Alphabet | $4,880,776 | $42,849 ▲ | 0.9% | 25,629 | 0.3% | Computer and Technology |
PG Procter & Gamble | $4,805,953 | $95,894 ▼ | -2.0% | 28,667 | 0.3% | Consumer Staples |
SCHE Schwab Emerging Markets Equity ETF | $4,695,150 | $232,586 ▼ | -4.7% | 176,311 | 0.3% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $4,577,747 | $538,472 ▲ | 13.3% | 112,558 | 0.3% | ETF |
QQQ Invesco QQQ | $4,405,519 | $101,229 ▲ | 2.4% | 8,617 | 0.3% | Finance |
JNJ Johnson & Johnson | $4,380,166 | $48,304 ▼ | -1.1% | 30,287 | 0.3% | Medical |
RWO SPDR Dow Jones Global Real Estate ETF | $4,368,701 | $64,764 ▼ | -1.5% | 101,858 | 0.3% | ETF |
DWM WisdomTree International Equity Fund | $4,105,075 | $66,237 ▼ | -1.6% | 77,903 | 0.3% | Finance |
EPD Enterprise Products Partners | $3,953,681 | $41,709 ▼ | -1.0% | 126,074 | 0.3% | Oils/Energy |
XOM Exxon Mobil | $3,860,681 | $23,773 ▼ | -0.6% | 35,890 | 0.3% | Oils/Energy |
LRGF iShares U.S. Equity Factor ETF | $3,757,228 | $62,764 ▲ | 1.7% | 62,257 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $3,650,768 | $49,525 ▼ | -1.3% | 48,284 | 0.2% | Finance |
XLF Financial Select Sector SPDR Fund | $3,508,127 | $5,655 ▲ | 0.2% | 72,587 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,290,185 | $37,852 ▼ | -1.1% | 16,602 | 0.2% | ETF |
VXUS Vanguard Total International Stock ETF | $3,175,502 | $648 ▼ | 0.0% | 53,886 | 0.2% | ETF |
WMT Walmart | $3,158,785 | | 0.0% | 34,962 | 0.2% | Retail/Wholesale |
VYMI Vanguard International High Dividend Yield ETF | $3,018,474 | $179,338 ▼ | -5.6% | 44,468 | 0.2% | ETF |
DVY iShares Select Dividend ETF | $3,012,341 | $304,858 ▼ | -9.2% | 22,944 | 0.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $2,700,776 | $405,419 ▼ | -13.1% | 19,632 | 0.2% | ETF |
VB Vanguard Small-Cap ETF | $2,639,336 | $240 ▲ | 0.0% | 10,984 | 0.2% | ETF |
PEP PepsiCo | $2,631,231 | $61,432 ▼ | -2.3% | 17,304 | 0.2% | Consumer Staples |
ACGL Arch Capital Group | $2,584,231 | | 0.0% | 27,983 | 0.2% | Finance |
IYR iShares U.S. Real Estate ETF | $2,575,290 | $157,274 ▼ | -5.8% | 27,673 | 0.2% | ETF |
IYW iShares U.S. Technology ETF | $2,566,339 | $40,996 ▲ | 1.6% | 16,088 | 0.2% | Manufacturing |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $2,533,766 | $114,511 ▼ | -4.3% | 60,893 | 0.2% | Manufacturing |
PRF Invesco FTSE RAFI US 1000 ETF | $2,468,671 | $112,830 ▼ | -4.4% | 61,197 | 0.2% | ETF |
HD Home Depot | $2,421,606 | $19,062 ▼ | -0.8% | 6,225 | 0.2% | Retail/Wholesale |
COST Costco Wholesale | $2,408,629 | $452,591 ▼ | -15.8% | 2,629 | 0.2% | Retail/Wholesale |
REET iShares Global REIT ETF | $2,349,663 | $56,234 ▲ | 2.5% | 98,025 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,312,173 | $1,160 ▲ | 0.1% | 67,746 | 0.2% | ETF |
CVX Chevron | $2,296,995 | $231,597 ▼ | -9.2% | 15,859 | 0.2% | Oils/Energy |
VONE Vanguard Russell 1000 | $2,292,459 | | 0.0% | 8,595 | 0.2% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $2,262,893 | $44,895 ▲ | 2.0% | 44,154 | 0.2% | ETF |
IBM International Business Machines | $2,190,360 | $26,819 ▲ | 1.2% | 9,964 | 0.1% | Computer and Technology |
NVDA NVIDIA | $2,141,493 | $94,002 ▲ | 4.6% | 15,947 | 0.1% | Computer and Technology |
HON Honeywell International | $2,134,661 | $18,749 ▼ | -0.9% | 9,450 | 0.1% | Multi-Sector Conglomerates |
MCD McDonald's | $2,121,862 | $12,754 ▼ | -0.6% | 7,320 | 0.1% | Retail/Wholesale |
ACWX iShares MSCI ACWI ex U.S. ETF | $2,076,453 | $73,285 ▼ | -3.4% | 39,809 | 0.1% | Manufacturing |
PNC The PNC Financial Services Group | $2,007,762 | $13,500 ▲ | 0.7% | 10,411 | 0.1% | Finance |
VO Vanguard Mid-Cap ETF | $1,919,416 | $4,754 ▼ | -0.2% | 7,267 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $1,899,191 | $847,668 ▲ | 80.6% | 73,441 | 0.1% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $1,866,603 | $130 ▲ | 0.0% | 28,682 | 0.1% | ETF |
KLAC KLA | $1,865,786 | | 0.0% | 2,961 | 0.1% | Computer and Technology |
SCHW Charles Schwab | $1,852,101 | $740 ▼ | 0.0% | 25,025 | 0.1% | Finance |
MRK Merck & Co., Inc. | $1,815,224 | $15,917 ▼ | -0.9% | 18,247 | 0.1% | Medical |
ABBV AbbVie | $1,807,662 | $1,599 ▼ | -0.1% | 10,173 | 0.1% | Medical |
JPM JPMorgan Chase & Co. | $1,783,306 | $129,930 ▼ | -6.8% | 7,439 | 0.1% | Finance |
IWR iShares Russell Mid-Cap ETF | $1,768,193 | $32,620 ▼ | -1.8% | 20,002 | 0.1% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,766,349 | $3,214 ▲ | 0.2% | 24,728 | 0.1% | ETF |
