DFAC Dimensional U.S. Core Equity 2 ETF | $31,326,968 | $365,771 ▲ | 1.2% | 913,589 | 12.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $18,482,988 | $805,883 ▲ | 4.6% | 305,908 | 7.3% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $17,035,563 | $290,067 ▲ | 1.7% | 605,386 | 6.7% | ETF |
DFSV Dimensional US Small Cap Value ETF | $14,942,990 | $862,338 ▼ | -5.5% | 485,162 | 5.9% | ETF |
DFGR Dimensional Global Real Estate ETF | $12,897,102 | $673,996 ▲ | 5.5% | 446,885 | 5.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $12,376,619 | $51,004 ▼ | -0.4% | 198,981 | 4.9% | ETF |
MUB iShares National Muni Bond ETF | $12,014,478 | $363,802 ▲ | 3.1% | 110,600 | 4.7% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $11,588,173 | $758,868 ▲ | 7.0% | 411,658 | 4.6% | ETF |
MDYV SPDR S&P 400 Mid Cap Value ETF | $11,346,571 | $79,222 ▼ | -0.7% | 142,796 | 4.5% | ETF |
DISV Dimensional International Small Cap Value ETF | $10,552,675 | $361,216 ▼ | -3.3% | 363,134 | 4.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $7,684,060 | $582,129 ▲ | 8.2% | 80,084 | 3.0% | ETF |
AVDV Avantis International Small Cap Value ETF | $6,541,499 | $887,686 ▲ | 15.7% | 92,564 | 2.6% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $5,300,899 | $323,561 ▼ | -5.8% | 49,919 | 2.1% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,929,931 | $35,047 ▼ | -0.7% | 88,620 | 1.9% | ETF |
DFAU Dimensional US Core Equity Market ETF | $4,381,857 | $2,442,166 ▲ | 125.9% | 110,402 | 1.7% | ETF |
AAPL Apple | $4,095,167 | $81,782 ▼ | -2.0% | 17,576 | 1.6% | Computer and Technology |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $3,518,072 | $2,219 ▼ | -0.1% | 71,346 | 1.4% | Manufacturing |
PLTR Palantir Technologies | $3,075,027 | $200,471 ▼ | -6.1% | 82,662 | 1.2% | Business Services |
JNJ Johnson & Johnson | $2,563,431 | | 0.0% | 15,818 | 1.0% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $2,267,345 | $96,590 ▼ | -4.1% | 42,934 | 0.9% | ETF |
DFAI Dimensional International Core Equity Market ETF | $2,039,514 | $1,198,806 ▲ | 142.6% | 64,176 | 0.8% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $1,947,367 | $63,308 ▼ | -3.1% | 30,145 | 0.8% | ETF |
BPRN Princeton Bancorp | $1,805,734 | $237,264 ▼ | -11.6% | 48,830 | 0.7% | Finance |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,649,312 | $66,073 ▲ | 4.2% | 19,595 | 0.7% | Manufacturing |
MSFT Microsoft | $1,521,359 | $12,047 ▲ | 0.8% | 3,536 | 0.6% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $1,429,286 | | 0.0% | 7,249 | 0.6% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,415,738 | $2,364 ▼ | -0.2% | 26,354 | 0.6% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $1,340,174 | $566 ▲ | 0.0% | 4,733 | 0.5% | ETF |
BGRN iShares USD Green Bond ETF | $1,287,730 | $95,568 ▲ | 8.0% | 26,639 | 0.5% | Manufacturing |
SLYV SPDR S&P 600 Small CapValue ETF | $1,226,854 | $32,644 ▼ | -2.6% | 14,131 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $1,152,492 | $7,364 ▲ | 0.6% | 2,504 | 0.5% | Finance |
SUSC iShares ESG Aware USD Corporate Bond ETF | $1,147,416 | $76,223 ▲ | 7.1% | 48,231 | 0.5% | Manufacturing |
NULV Nuveen ESG Large-Cap Value ETF | $1,096,152 | $11,848 ▲ | 1.1% | 26,274 | 0.4% | ETF |
BND Vanguard Total Bond Market ETF | $1,046,658 | $835,599 ▲ | 395.9% | 13,935 | 0.4% | ETF |
IVW iShares S&P 500 Growth ETF | $982,778 | | 0.0% | 10,264 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $912,054 | | 0.0% | 14,635 | 0.4% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $877,533 | $3,344 ▲ | 0.4% | 8,661 | 0.3% | ETF |
EFA iShares MSCI EAFE ETF | $816,647 | | 0.0% | 9,765 | 0.3% | Finance |
REET iShares Global REIT ETF | $723,727 | $126,084 ▼ | -14.8% | 27,116 | 0.3% | ETF |
NVDA NVIDIA | $703,990 | $18,580 ▲ | 2.7% | 5,797 | 0.3% | Computer and Technology |
PG Procter & Gamble | $676,520 | $1,386 ▲ | 0.2% | 3,906 | 0.3% | Consumer Staples |
ESGE iShares ESG Aware MSCI EM ETF | $652,613 | $49,190 ▲ | 8.2% | 17,924 | 0.3% | Manufacturing |
AVDE Avantis International Equity ETF | $639,065 | | 0.0% | 9,534 | 0.3% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $635,486 | $96 ▲ | 0.0% | 13,281 | 0.3% | ETF |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $592,956 | $41,201 ▲ | 7.5% | 11,758 | 0.2% | Manufacturing |
NULG Nuveen ESG Large-Cap Growth ETF | $533,295 | $5,949 ▲ | 1.1% | 6,454 | 0.2% | ETF |
AMZN Amazon.com | $494,893 | $2,236 ▼ | -0.4% | 2,656 | 0.2% | Retail/Wholesale |
SCHC Schwab International Small-Cap Equity ETF | $492,915 | $19,959 ▼ | -3.9% | 12,793 | 0.2% | ETF |
XOM Exxon Mobil | $473,921 | $1,055 ▲ | 0.2% | 4,043 | 0.2% | Oils/Energy |
HD Home Depot | $446,307 | $1,216 ▲ | 0.3% | 1,101 | 0.2% | Retail/Wholesale |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $421,858 | $43,703 ▲ | 11.6% | 16,767 | 0.2% | Manufacturing |
BNDX Vanguard Total International Bond ETF | $407,872 | $40,224 ▲ | 10.9% | 8,112 | 0.2% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $407,595 | | 0.0% | 10,907 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $392,167 | $86,433 ▼ | -18.1% | 3,353 | 0.2% | ETF |
MANAGER DIRECTED PORTFOLIOS
| $385,606 | $31,352 ▲ | 8.9% | 34,708 | 0.2% | VERT GLB SUST RE |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $376,845 | $150,313 ▲ | 66.4% | 11,179 | 0.1% | ETF |
ADP Automatic Data Processing | $366,114 | $277 ▼ | -0.1% | 1,323 | 0.1% | Business Services |
NUMV Nuveen ESG Mid-Cap Value ETF | $355,359 | $27,004 ▲ | 8.2% | 9,646 | 0.1% | ETF |
GOOGL Alphabet | $345,134 | $4,312 ▲ | 1.3% | 2,081 | 0.1% | Computer and Technology |
JPM JPMorgan Chase & Co. | $344,124 | $1,265 ▼ | -0.4% | 1,632 | 0.1% | Finance |
DHR Danaher | $338,098 | $834 ▲ | 0.2% | 1,216 | 0.1% | Multi-Sector Conglomerates |
MRK Merck & Co., Inc. | $330,460 | $1,022 ▲ | 0.3% | 2,910 | 0.1% | Medical |
META Meta Platforms | $306,256 | | 0.0% | 535 | 0.1% | Computer and Technology |
VTV Vanguard Value ETF | $260,274 | $140,698 ▼ | -35.1% | 1,491 | 0.1% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $259,639 | $6,500 ▼ | -2.4% | 2,157 | 0.1% | ETF |
VZ Verizon Communications | $254,281 | $674 ▲ | 0.3% | 5,662 | 0.1% | Computer and Technology |
GOOG Alphabet | $250,666 | $4,515 ▲ | 1.8% | 1,499 | 0.1% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $244,687 | | 0.0% | 3,135 | 0.1% | ETF |
EEM iShares MSCI Emerging Markets ETF | $232,144 | | 0.0% | 5,062 | 0.1% | Finance |
BAC Bank of America | $226,256 | $79 ▼ | 0.0% | 5,702 | 0.1% | Finance |
ABBV AbbVie | $219,113 | $592 ▲ | 0.3% | 1,110 | 0.1% | Medical |
IWV iShares Russell 3000 ETF | $210,741 | | 0.0% | 645 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $203,704 | $2,869 ▼ | -1.4% | 355 | 0.1% | Finance |
AVGO Broadcom | $200,445 | $180,435 ▲ | 901.7% | 1,162 | 0.1% | Computer and Technology |
ORLY O'Reilly Automotive | $199,227 | | 0.0% | 173 | 0.1% | Retail/Wholesale |
SCHE Schwab Emerging Markets Equity ETF | $194,485 | | 0.0% | 6,665 | 0.1% | ETF |
UNH UnitedHealth Group | $194,114 | $2,923 ▼ | -1.5% | 332 | 0.1% | Medical |
ICF iShares Cohen & Steers REIT ETF | $182,916 | $72,507 ▲ | 65.7% | 2,775 | 0.1% | ETF |
IBM International Business Machines | $181,065 | $663 ▲ | 0.4% | 819 | 0.1% | Computer and Technology |
MCD McDonald's | $175,858 | $913 ▲ | 0.5% | 578 | 0.1% | Retail/Wholesale |
MA Mastercard | $175,793 | $2,963 ▲ | 1.7% | 356 | 0.1% | Business Services |
VUG Vanguard Growth ETF | $162,403 | $143,206 ▼ | -46.9% | 423 | 0.1% | ETF |
LINDE PLC
| $159,878 | $954 ▲ | 0.6% | 335 | 0.1% | SHS |
ETN Eaton | $156,440 | $663 ▲ | 0.4% | 472 | 0.1% | Industrial Products |
IWF iShares Russell 1000 Growth ETF | $148,276 | | 0.0% | 395 | 0.1% | ETF |
AVUS Avantis U.S. Equity ETF | $146,912 | $6,470 ▲ | 4.6% | 1,544 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $137,536 | | 0.0% | 820 | 0.1% | ETF |
LLY Eli Lilly and Company | $135,549 | $1,772 ▼ | -1.3% | 153 | 0.1% | Medical |
QQQ Invesco QQQ | $135,219 | | 0.0% | 277 | 0.1% | Finance |
VOO Vanguard S&P 500 ETF | $133,984 | $106,027 ▼ | -44.2% | 254 | 0.1% | ETF |
COST Costco Wholesale | $131,629 | | 0.0% | 148 | 0.1% | Retail/Wholesale |
IFGL iShares International Developed Real Estate ETF | $128,706 | $50,716 ▲ | 65.0% | 5,639 | 0.1% | Manufacturing |
GD General Dynamics | $127,227 | | 0.0% | 421 | 0.1% | Aerospace |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $127,006 | $2,530 ▲ | 2.0% | 2,510 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $120,606 | | 0.0% | 546 | 0.0% | Finance |
V Visa | $119,879 | $1,925 ▲ | 1.6% | 436 | 0.0% | Business Services |
VONG Vanguard Russell 1000 Growth ETF | $119,396 | | 0.0% | 1,237 | 0.0% | ETF |
CSCO Cisco Systems | $116,286 | $692 ▲ | 0.6% | 2,185 | 0.0% | Computer and Technology |
VB Vanguard Small-Cap ETF | $113,861 | | 0.0% | 480 | 0.0% | ETF |
AMAT Applied Materials | $113,553 | $1,010 ▼ | -0.9% | 562 | 0.0% | Computer and Technology |
