DFAC Dimensional U.S. Core Equity 2 ETF | $42,942,659 | $2,389,292 ▲ | 5.9% | 1,252,338 | 10.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $26,976,189 | $556,372 ▲ | 2.1% | 214,744 | 6.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $25,966,754 | $5,393,329 ▲ | 26.2% | 429,771 | 6.1% | ETF |
VTI Vanguard Total Stock Market ETF | $23,225,564 | $405,767 ▲ | 1.8% | 82,023 | 5.4% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $15,367,533 | $151,446 ▼ | -1.0% | 260,378 | 3.6% | ETF |
AVDV Avantis International Small Cap Value ETF | $12,941,029 | $868,182 ▲ | 7.2% | 183,119 | 3.0% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $12,667,726 | $375,453 ▲ | 3.1% | 132,024 | 3.0% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $12,491,994 | $1,847,892 ▲ | 17.4% | 253,336 | 2.9% | Manufacturing |
AAPL Apple | $10,646,717 | $153,081 ▲ | 1.5% | 45,694 | 2.5% | Computer and Technology |
AVEM Avantis Emerging Markets Equity ETF | $9,707,372 | $198,774 ▲ | 2.1% | 150,269 | 2.3% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $9,646,360 | $124,732 ▲ | 1.3% | 136,190 | 2.2% | ETF |
AVDE Avantis International Equity ETF | $8,560,044 | $766,486 ▲ | 9.8% | 127,705 | 2.0% | ETF |
AVUS Avantis U.S. Equity ETF | $8,454,205 | $87,348 ▲ | 1.0% | 88,851 | 2.0% | ETF |
DFUS Dimensional U.S. Equity ETF | $8,001,563 | $3,056,209 ▲ | 61.8% | 128,642 | 1.9% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $7,412,920 | $235,281 ▼ | -3.1% | 85,383 | 1.7% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $7,127,947 | $591,460 ▼ | -7.7% | 128,131 | 1.7% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $7,106,850 | $3,071,920 ▲ | 76.1% | 148,866 | 1.7% | ETF |
DFIV Dimensional International Value ETF | $6,601,724 | $294,205 ▲ | 4.7% | 173,365 | 1.5% | ETF |
ETN Eaton | $6,581,404 | $45,076 ▼ | -0.7% | 19,857 | 1.5% | Industrial Products |
DFAI Dimensional International Core Equity Market ETF | $5,854,721 | $1,085,380 ▲ | 22.8% | 184,227 | 1.4% | ETF |
BRK.B Berkshire Hathaway | $5,167,339 | $1,343,959 ▼ | -20.6% | 11,227 | 1.2% | Finance |
EFV iShares MSCI EAFE Value ETF | $5,147,673 | $211,595 ▼ | -3.9% | 89,478 | 1.2% | ETF |
AMZN Amazon.com | $4,739,304 | $997,052 ▲ | 26.6% | 25,435 | 1.1% | Retail/Wholesale |
AOA iShares Core Aggressive Allocation ETF | $4,538,266 | $919,853 ▼ | -16.9% | 57,512 | 1.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $4,251,164 | $156,476 ▲ | 3.8% | 80,499 | 1.0% | ETF |
DFCF Dimensional Core Fixed Income ETF | $4,083,399 | $34,638 ▲ | 0.9% | 94,545 | 1.0% | ETF |
NVDA NVIDIA | $3,962,675 | $29,874 ▲ | 0.8% | 32,631 | 0.9% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $3,930,617 | $200,612 ▲ | 5.4% | 94,282 | 0.9% | ETF |
MSFT Microsoft | $3,650,344 | $87,354 ▼ | -2.3% | 8,483 | 0.9% | Computer and Technology |
IWN iShares Russell 2000 Value ETF | $3,509,059 | $39,870 ▼ | -1.1% | 21,035 | 0.8% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,446,819 | $59,383 ▼ | -1.7% | 91,768 | 0.8% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,346,525 | $22,085 ▼ | -0.7% | 16,668 | 0.8% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $3,335,559 | $27,729 ▼ | -0.8% | 58,101 | 0.8% | ETF |
VTV Vanguard Value ETF | $3,294,963 | $45,911 ▼ | -1.4% | 18,875 | 0.8% | ETF |
DISV Dimensional International Small Cap Value ETF | $3,229,496 | $400,447 ▲ | 14.2% | 111,132 | 0.8% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $3,131,262 | $475,070 ▲ | 17.9% | 114,238 | 0.7% | ETF |
BSVO EA Bridgeway Omni Small-Cap Value ETF | $2,947,999 | $651,368 ▲ | 28.4% | 133,454 | 0.7% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $2,767,119 | $128,065 ▲ | 4.9% | 98,334 | 0.6% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $2,733,069 | $971,405 ▲ | 55.1% | 97,089 | 0.6% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $2,670,496 | $106,608 ▼ | -3.8% | 98,871 | 0.6% | ETF |
DIHP Dimensional International High Profitability ETF | $2,663,604 | $752,443 ▲ | 39.4% | 96,159 | 0.6% | ETF |
BSV Vanguard Short-Term Bond ETF | $2,546,262 | $90,730 ▼ | -3.4% | 32,358 | 0.6% | ETF |
TSLA Tesla | $2,492,026 | $125,582 ▼ | -4.8% | 9,525 | 0.6% | Auto/Tires/Trucks |
AOR iShares Core Growth Allocation ETF | $2,402,832 | $447,676 ▼ | -15.7% | 40,561 | 0.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,274,966 | $102,638 ▼ | -4.3% | 47,544 | 0.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,996,746 | $10,225 ▼ | -0.5% | 25,583 | 0.5% | ETF |
WMT Walmart | $1,850,875 | $254,121 ▼ | -12.1% | 22,921 | 0.4% | Retail/Wholesale |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,798,414 | $54,716 ▼ | -3.0% | 25,670 | 0.4% | ETF |
DFSV Dimensional US Small Cap Value ETF | $1,791,482 | $496,373 ▲ | 38.3% | 58,165 | 0.4% | ETF |
DFGR Dimensional Global Real Estate ETF | $1,697,061 | $760,637 ▲ | 81.2% | 58,803 | 0.4% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $1,690,604 | $15,075 ▼ | -0.9% | 25,681 | 0.4% | ETF |
XOM Exxon Mobil | $1,663,387 | $1,407 ▼ | -0.1% | 14,190 | 0.4% | Oils/Energy |
VOO Vanguard S&P 500 ETF | $1,635,101 | $62,787 ▼ | -3.7% | 3,099 | 0.4% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,615,155 | $33,642 ▼ | -2.0% | 25,637 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $1,564,499 | $26,778 ▼ | -1.7% | 7,420 | 0.4% | Finance |
IVV iShares Core S&P 500 ETF | $1,520,267 | $76,129 ▼ | -4.8% | 2,636 | 0.4% | ETF |
VRP Invesco Variable Rate Preferred ETF | $1,462,268 | $193,185 ▼ | -11.7% | 59,782 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $1,419,629 | $144,017 ▼ | -9.2% | 17,073 | 0.3% | Manufacturing |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $1,408,540 | $17,511 ▼ | -1.2% | 36,921 | 0.3% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $1,402,774 | $86,996 ▼ | -5.8% | 28,089 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $1,360,181 | $24,452 ▲ | 1.8% | 13,962 | 0.3% | ETF |
TIP iShares TIPS Bond ETF | $1,338,169 | $107,712 ▼ | -7.4% | 12,113 | 0.3% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $1,213,365 | $224 ▲ | 0.0% | 32,469 | 0.3% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,176,034 | $1,101 ▼ | -0.1% | 25,644 | 0.3% | Finance |
DFIP Dimensional Inflation-Protected Securities ETF | $1,165,418 | $1,184 ▲ | 0.1% | 27,564 | 0.3% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $1,126,400 | $174,269 ▼ | -13.4% | 11,796 | 0.3% | Manufacturing |
GOOG Alphabet | $1,112,490 | $169,197 ▲ | 17.9% | 6,654 | 0.3% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $1,101,482 | $5,150 ▼ | -0.5% | 5,561 | 0.3% | ETF |
UNP Union Pacific | $1,053,598 | $986 ▲ | 0.1% | 4,275 | 0.2% | Transportation |
VT Vanguard Total World Stock ETF | $952,046 | $264,883 ▼ | -21.8% | 7,954 | 0.2% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $949,563 | $36,657 ▲ | 4.0% | 23,003 | 0.2% | ETF |
LLY Eli Lilly and Company | $948,842 | $15,061 ▼ | -1.6% | 1,071 | 0.2% | Medical |
DUHP Dimensional US High Profitability ETF | $927,249 | $479,024 ▲ | 106.9% | 27,216 | 0.2% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $923,147 | $185,217 ▼ | -16.7% | 9,111 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $877,203 | $18,114 ▼ | -2.0% | 3,971 | 0.2% | Finance |
IEI iShares 3-7 Year Treasury Bond ETF | $862,008 | $114,703 ▼ | -11.7% | 7,207 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $837,220 | $29,203 ▼ | -3.4% | 4,673 | 0.2% | ETF |
FPE First Trust Preferred Securities and Income ETF | $822,744 | $1,502 ▲ | 0.2% | 45,455 | 0.2% | ETF |
WFC Wells Fargo & Company | $814,283 | $8,812 ▼ | -1.1% | 14,415 | 0.2% | Finance |
VUG Vanguard Growth ETF | $814,058 | $65,278 ▲ | 8.7% | 2,120 | 0.2% | ETF |
DE Deere & Company | $746,451 | $4,590 ▼ | -0.6% | 1,789 | 0.2% | Industrial Products |
META Meta Platforms | $725,281 | $1,717 ▼ | -0.2% | 1,267 | 0.2% | Computer and Technology |
FTSL First Trust Senior Loan ETF | $687,207 | $29,462 ▲ | 4.5% | 14,975 | 0.2% | Manufacturing |
FLTR VanEck Floating Rate ETF | $668,393 | $84,460 ▼ | -11.2% | 26,242 | 0.2% | ETF |
EMLP First Trust North American Energy Infrastructure Fund | $658,765 | $1,646 ▲ | 0.3% | 19,606 | 0.2% | ETF |
USB U.S. Bancorp | $644,000 | $247,119 ▲ | 62.3% | 14,083 | 0.2% | Finance |
CASY Casey's General Stores | $611,648 | $112,712 ▲ | 22.6% | 1,628 | 0.1% | Retail/Wholesale |
IJS iShares S&P Small-Cap 600 Value ETF | $604,613 | $50,707 ▼ | -7.7% | 5,616 | 0.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $590,573 | $5,878 ▲ | 1.0% | 7,536 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $574,701 | $47,200 ▼ | -7.6% | 2,423 | 0.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $555,805 | $391,001 ▼ | -41.3% | 6,998 | 0.1% | ETF |
AMLP Alerian MLP ETF | $540,770 | $3,912 ▼ | -0.7% | 11,474 | 0.1% | ETF |
AMD Advanced Micro Devices | $533,424 | | 0.0% | 3,251 | 0.1% | Computer and Technology |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $508,214 | | 0.0% | 10,557 | 0.1% | Finance |
LNT Alliant Energy | $477,509 | $2,063 ▼ | -0.4% | 7,868 | 0.1% | Utilities |
PEP PepsiCo | $471,054 | | 0.0% | 2,770 | 0.1% | Consumer Staples |
HD Home Depot | $464,753 | $1,621 ▲ | 0.3% | 1,147 | 0.1% | Retail/Wholesale |
MUB iShares National Muni Bond ETF | $445,600 | $43,778 ▲ | 10.9% | 4,102 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $444,565 | $46,737 ▼ | -9.5% | 3,529 | 0.1% | ETF |
UNH UnitedHealth Group | $441,496 | | 0.0% | 755 | 0.1% | Medical |
