IVV iShares Core S&P 500 ETF | $37,117,712 | $44,740 ▲ | 0.1% | 63,052 | 15.9% | ETF |
SCHX Schwab US Large-Cap ETF | $31,703,309 | $21,111,370 ▲ | 199.3% | 1,367,701 | 13.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $13,737,319 | $383,221 ▲ | 2.9% | 119,227 | 5.9% | ETF |
IEFA iShares Core MSCI EAFE ETF | $13,294,165 | $49,899 ▲ | 0.4% | 189,160 | 5.7% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $8,068,831 | $55,222 ▲ | 0.7% | 168,910 | 3.5% | Manufacturing |
SHY iShares 1-3 Year Treasury Bond ETF | $7,923,613 | $639,362 ▲ | 8.8% | 96,653 | 3.4% | Manufacturing |
SCHA Schwab US Small-Cap ETF | $7,583,833 | $3,865,036 ▲ | 103.9% | 293,265 | 3.3% | ETF |
SHV iShares Short Treasury Bond ETF | $7,290,934 | $395,956 ▲ | 5.7% | 66,215 | 3.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $7,219,625 | $5,500 ▼ | -0.1% | 208,720 | 3.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $5,846,333 | $41,027 ▼ | -0.7% | 9,975 | 2.5% | Finance |
BSV Vanguard Short-Term Bond ETF | $5,846,061 | $376,535 ▲ | 6.9% | 75,658 | 2.5% | ETF |
IVW iShares S&P 500 Growth ETF | $4,318,883 | $29,444 ▼ | -0.7% | 42,538 | 1.9% | ETF |
IVE iShares S&P 500 Value ETF | $3,312,352 | $23,097 ▼ | -0.7% | 17,353 | 1.4% | ETF |
TSLA Tesla | $2,831,726 | $578,703 ▼ | -17.0% | 7,012 | 1.2% | Auto/Tires/Trucks |
DFIS Dimensional International Small Cap ETF | $2,487,864 | $302,395 ▲ | 13.8% | 101,318 | 1.1% | ETF |
AVUS Avantis U.S. Equity ETF | $2,412,169 | $53,892 ▲ | 2.3% | 24,886 | 1.0% | ETF |
JPM JPMorgan Chase & Co. | $2,404,488 | $479 ▲ | 0.0% | 10,031 | 1.0% | Finance |
AAPL Apple | $1,950,279 | $40,568 ▲ | 2.1% | 7,788 | 0.8% | Computer and Technology |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,832,042 | $17,177 ▲ | 0.9% | 22,824 | 0.8% | ETF |
DISV Dimensional International Small Cap Value ETF | $1,820,125 | $141,326 ▲ | 8.4% | 68,503 | 0.8% | ETF |
EFA iShares MSCI EAFE ETF | $1,802,803 | $208,914 ▲ | 13.1% | 23,843 | 0.8% | Finance |
SCZ iShares MSCI EAFE Small-Cap ETF | $1,801,389 | $90,823 ▼ | -4.8% | 29,652 | 0.8% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $1,728,020 | $85,382 ▲ | 5.2% | 31,046 | 0.7% | ETF |
DFCF Dimensional Core Fixed Income ETF | $1,719,182 | $127,194 ▼ | -6.9% | 41,657 | 0.7% | ETF |
DFLV Dimensional US Large Cap Value ETF | $1,588,617 | $99,760 ▲ | 6.7% | 52,901 | 0.7% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $1,409,958 | $33,386 ▲ | 2.4% | 21,665 | 0.6% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,385,538 | $42,004 ▲ | 3.1% | 29,555 | 0.6% | ETF |
MSFT Microsoft | $1,328,568 | $47,630 ▲ | 3.7% | 3,152 | 0.6% | Computer and Technology |
AVDE Avantis International Equity ETF | $1,316,022 | $276,104 ▼ | -17.3% | 21,444 | 0.6% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $1,277,847 | $63,648 ▼ | -4.7% | 11,765 | 0.5% | ETF |
LLY Eli Lilly and Company | $1,264,536 | $20,072 ▼ | -1.6% | 1,638 | 0.5% | Medical |
IWN iShares Russell 2000 Value ETF | $1,234,383 | $328 ▲ | 0.0% | 7,519 | 0.5% | ETF |
DFGR Dimensional Global Real Estate ETF | $1,228,323 | $171,987 ▲ | 16.3% | 48,094 | 0.5% | ETF |
REET iShares Global REIT ETF | $1,202,237 | $131,164 ▼ | -9.8% | 50,156 | 0.5% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,073,233 | $32,202 ▼ | -2.9% | 25,663 | 0.5% | Finance |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $1,067,314 | $624,135 ▼ | -36.9% | 42,933 | 0.5% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $1,066,273 | $55,078 ▼ | -4.9% | 40,713 | 0.5% | ETF |
MCD McDonald's | $1,052,858 | $3,768 ▲ | 0.4% | 3,632 | 0.5% | Retail/Wholesale |
IEMG iShares Core MSCI Emerging Markets ETF | $1,029,883 | $7,520 ▲ | 0.7% | 19,722 | 0.4% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $1,026,457 | $126,809 ▲ | 14.1% | 7,366 | 0.4% | Manufacturing |
IUSB iShares Core Total USD Bond Market ETF | $948,115 | $316,942 ▼ | -25.1% | 20,976 | 0.4% | Manufacturing |
XOM Exxon Mobil | $942,995 | $20,977 ▲ | 2.3% | 8,766 | 0.4% | Oils/Energy |
IWM iShares Russell 2000 ETF | $917,868 | $663 ▼ | -0.1% | 4,154 | 0.4% | Finance |
IWD iShares Russell 1000 Value ETF | $877,701 | $21,475 ▼ | -2.4% | 4,741 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $740,991 | $12,649 ▼ | -1.7% | 11,892 | 0.3% | ETF |
MA Mastercard | $733,580 | | 0.0% | 1,393 | 0.3% | Business Services |
PEP PepsiCo | $733,240 | $152 ▲ | 0.0% | 4,822 | 0.3% | Consumer Staples |
EFG iShares MSCI EAFE Growth ETF | $710,151 | $98,767 ▲ | 16.2% | 7,334 | 0.3% | ETF |
VFH Vanguard Financials ETF | $709,128 | | 0.0% | 6,006 | 0.3% | ETF |
HD Home Depot | $679,930 | $70,794 ▲ | 11.6% | 1,748 | 0.3% | Retail/Wholesale |
VYMI Vanguard International High Dividend Yield ETF | $651,173 | $20,839 ▲ | 3.3% | 9,593 | 0.3% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $648,924 | $18,429 ▲ | 2.9% | 5,634 | 0.3% | ETF |
META Meta Platforms | $637,035 | $12,881 ▲ | 2.1% | 1,088 | 0.3% | Computer and Technology |
IBM International Business Machines | $635,304 | $1,099 ▲ | 0.2% | 2,890 | 0.3% | Computer and Technology |
SUSA iShares MSCI USA ESG Select ETF | $625,459 | $15,685 ▲ | 2.6% | 5,144 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $603,406 | $1,933 ▼ | -0.3% | 1,873 | 0.3% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $578,064 | $154,907 ▼ | -21.1% | 9,833 | 0.2% | ETF |
IWO iShares Russell 2000 Growth ETF | $563,264 | | 0.0% | 1,957 | 0.2% | ETF |
DFAU Dimensional US Core Equity Market ETF | $555,968 | $38,668 ▲ | 7.5% | 13,731 | 0.2% | ETF |
KO Coca-Cola | $534,427 | $114,058 ▲ | 27.1% | 8,584 | 0.2% | Consumer Staples |
GOOGL Alphabet | $528,904 | $44,107 ▲ | 9.1% | 2,794 | 0.2% | Computer and Technology |
BRK.B Berkshire Hathaway | $511,753 | $58,473 ▼ | -10.3% | 1,129 | 0.2% | Finance |
NVDA NVIDIA | $507,616 | $145,973 ▲ | 40.4% | 3,780 | 0.2% | Computer and Technology |
ABBV AbbVie | $486,187 | $31,808 ▲ | 7.0% | 2,736 | 0.2% | Medical |
COST Costco Wholesale | $476,739 | $56,842 ▲ | 13.5% | 520 | 0.2% | Retail/Wholesale |
PG Procter & Gamble | $467,769 | $168 ▲ | 0.0% | 2,790 | 0.2% | Consumer Staples |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $456,915 | $16,904 ▲ | 3.8% | 10,866 | 0.2% | ETF |
JNJ Johnson & Johnson | $455,152 | $16,488 ▼ | -3.5% | 3,147 | 0.2% | Medical |
SCHB Schwab US Broad Market ETF | $450,148 | $299,872 ▲ | 199.5% | 19,830 | 0.2% | ETF |
WFC Wells Fargo & Company | $442,933 | | 0.0% | 6,306 | 0.2% | Finance |
MRK Merck & Co., Inc. | $436,220 | $796 ▼ | -0.2% | 4,385 | 0.2% | Medical |
NFLX Netflix | $435,855 | $7,131 ▲ | 1.7% | 489 | 0.2% | Consumer Discretionary |
AVSF Avantis Short-Term Fixed Income ETF | $427,343 | $38,711 ▲ | 10.0% | 9,262 | 0.2% | ETF |
SON Sonoco Products | $421,917 | | 0.0% | 8,637 | 0.2% | Industrial Products |
DFSU Dimensional US Sustainability Core 1 ETF | $403,104 | $386,239 ▲ | 2,290.1% | 10,636 | 0.2% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $393,210 | $216,559 ▲ | 122.6% | 15,499 | 0.2% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $386,110 | $3,330 ▼ | -0.9% | 11,247 | 0.2% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $368,271 | $245,277 ▲ | 199.4% | 15,552 | 0.2% | ETF |
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF | $365,452 | $244,667 ▲ | 202.6% | 11,449 | 0.2% | ETF |
BND Vanguard Total Bond Market ETF | $364,221 | $305,111 ▲ | 516.2% | 5,065 | 0.2% | ETF |
WMT Walmart | $363,117 | $53,849 ▲ | 17.4% | 4,019 | 0.2% | Retail/Wholesale |
AMZN Amazon.com | $353,876 | $110,134 ▲ | 45.2% | 1,613 | 0.2% | Retail/Wholesale |
VYM Vanguard High Dividend Yield ETF | $349,597 | $41,722 ▼ | -10.7% | 2,740 | 0.1% | ETF |
MDLZ Mondelez International | $340,580 | $26,580 ▼ | -7.2% | 5,702 | 0.1% | Consumer Staples |
VNQ Vanguard Real Estate ETF | $334,050 | $125,781 ▼ | -27.4% | 3,750 | 0.1% | ETF |
TFC Truist Financial | $333,505 | | 0.0% | 7,688 | 0.1% | Finance |
CMI Cummins | $322,106 | $5,926 ▲ | 1.9% | 924 | 0.1% | Auto/Tires/Trucks |
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | $321,662 | $52,539 ▲ | 19.5% | 4,653 | 0.1% | ETF |
DIS Walt Disney | $320,129 | $5,679 ▲ | 1.8% | 2,875 | 0.1% | Consumer Discretionary |
TSM Taiwan Semiconductor Manufacturing | $312,429 | $8,295 ▲ | 2.7% | 1,582 | 0.1% | Computer and Technology |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $307,601 | $307 ▲ | 0.1% | 9,010 | 0.1% | ETF |
GS The Goldman Sachs Group | $306,924 | $10,307 ▲ | 3.5% | 536 | 0.1% | Finance |
DE Deere & Company | $306,335 | | 0.0% | 723 | 0.1% | Industrial Products |
SUB iShares Short-Term National Muni Bond ETF | $305,470 | $6,329 ▼ | -2.0% | 2,896 | 0.1% | ETF |
AVGO Broadcom | $302,551 | $19,243 ▲ | 6.8% | 1,305 | 0.1% | Computer and Technology |
GE General Electric | $300,222 | | 0.0% | 1,800 | 0.1% | Transportation |
SO Southern | $300,139 | $27,989 ▲ | 10.3% | 3,646 | 0.1% | Utilities |
ADSK Autodesk | $288,772 | | 0.0% | 977 | 0.1% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $288,089 | $192,059 ▲ | 200.0% | 10,545 | 0.1% | ETF |
MCO Moody's | $286,389 | | 0.0% | 605 | 0.1% | Finance |
