DFUS Dimensional U.S. Equity ETF | $207,455,630 | $13,510,560 ▲ | 7.0% | 3,095,429 | 20.0% | ETF |
DFAI Dimensional International Core Equity Market ETF | $96,937,740 | $17,233,318 ▼ | -15.1% | 2,804,100 | 9.4% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $57,242,048 | $5,108,313 ▲ | 9.8% | 1,192,294 | 5.5% | ETF |
DFCF Dimensional Core Fixed Income ETF | $57,139,637 | $5,025,011 ▲ | 9.6% | 1,352,097 | 5.5% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $57,062,398 | $3,117,597 ▼ | -5.2% | 1,971,067 | 5.5% | ETF |
DFUV Dimensional US Marketwide Value ETF | $40,342,401 | $17,195,576 ▼ | -29.9% | 954,172 | 3.9% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $35,625,310 | $19,110,269 ▲ | 115.7% | 559,179 | 3.4% | ETF |
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
| $30,887,730 | $3,989,865 ▲ | 14.8% | 608,625 | 3.0% | ETF |
DFLV Dimensional US Large Cap Value ETF | $30,444,276 | $15,597,666 ▲ | 105.1% | 981,440 | 2.9% | ETF |
DFIV Dimensional International Value ETF | $25,396,333 | $2,794,784 ▼ | -9.9% | 592,957 | 2.5% | ETF |
DFAR Dimensional US Real Estate ETF | $24,735,303 | $1,327,859 ▼ | -5.1% | 1,054,361 | 2.4% | ETF |
DFSV Dimensional US Small Cap Value ETF | $23,029,046 | $15,167,671 ▼ | -39.7% | 782,502 | 2.2% | ETF |
AAPL Apple | $21,330,321 | $607,919 ▲ | 2.9% | 103,964 | 2.1% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $20,862,575 | $2,952,667 ▼ | -12.4% | 68,643 | 2.0% | ETF |
VUG Vanguard Growth ETF | $20,182,742 | $8,517,725 ▲ | 73.0% | 46,037 | 2.0% | ETF |
DFIS Dimensional International Small Cap ETF | $18,986,861 | $833,491 ▲ | 4.6% | 636,289 | 1.8% | ETF |
DUHP Dimensional US High Profitability ETF | $15,613,970 | $8,075,001 ▲ | 107.1% | 439,088 | 1.5% | ETF |
MSFT Microsoft | $12,463,629 | $478,012 ▲ | 4.0% | 25,057 | 1.2% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $11,380,584 | $677,912 ▼ | -5.6% | 164,721 | 1.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $11,049,524 | $15,640,456 ▼ | -58.6% | 308,301 | 1.1% | ETF |
NVDA NVIDIA | $8,713,924 | $202,069 ▼ | -2.3% | 55,155 | 0.8% | Computer and Technology |
AMZN Amazon.com | $7,192,044 | $396,877 ▲ | 5.8% | 32,782 | 0.7% | Retail/Wholesale |
DFEV Dimensional Emerging Markets Value ETF | $7,172,009 | $4,249,547 ▼ | -37.2% | 239,147 | 0.7% | ETF |
BND Vanguard Total Bond Market ETF | $6,318,714 | $2,018,495 ▼ | -24.2% | 85,817 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $6,225,143 | $187,021 ▲ | 3.1% | 12,815 | 0.6% | Finance |
VOO Vanguard S&P 500 ETF | $5,954,405 | $539,606 ▼ | -8.3% | 10,483 | 0.6% | ETF |
DFAU Dimensional US Core Equity Market ETF | $5,922,987 | $3,425,738 ▲ | 137.2% | 139,825 | 0.6% | ETF |
AVGO Broadcom | $5,671,752 | $4,169,741 ▲ | 277.6% | 20,576 | 0.5% | Computer and Technology |
HD Home Depot | $5,418,266 | $460,872 ▲ | 9.3% | 14,778 | 0.5% | Retail/Wholesale |
GOOGL Alphabet | $4,870,034 | $525,685 ▲ | 12.1% | 27,635 | 0.5% | Computer and Technology |
META Meta Platforms | $4,553,796 | $205,917 ▲ | 4.7% | 6,170 | 0.4% | Computer and Technology |
QQQ Invesco QQQ | $3,687,239 | $3,687,239 ▲ | New Holding | 6,684 | 0.4% | Finance |
QQQM Invesco NASDAQ 100 ETF | $3,087,573 | $42,012 ▼ | -1.3% | 13,596 | 0.3% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $3,003,795 | $1,053,523 ▼ | -26.0% | 29,832 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $2,936,278 | $1,512,798 ▲ | 106.3% | 22,026 | 0.3% | ETF |
NFLX Netflix | $2,806,816 | $168,730 ▲ | 6.4% | 2,096 | 0.3% | Consumer Discretionary |
VTV Vanguard Value ETF | $2,718,638 | $1,042,068 ▼ | -27.7% | 15,382 | 0.3% | ETF |
LIFE360 INC COM
| $2,592,122 | $2,592,122 ▲ | New Holding | 39,726 | 0.3% | Stock |
TSLA Tesla | $2,586,705 | $246,186 ▼ | -8.7% | 8,143 | 0.2% | Auto/Tires/Trucks |
VWO Vanguard FTSE Emerging Markets ETF | $2,526,539 | $272,082 ▼ | -9.7% | 51,082 | 0.2% | ETF |
LLY Eli Lilly and Company | $2,353,752 | $491,957 ▲ | 26.4% | 3,019 | 0.2% | Medical |
VB Vanguard Small-Cap ETF | $2,135,944 | $315,190 ▲ | 17.3% | 9,013 | 0.2% | ETF |
HWM Howmet Aerospace | $2,082,764 | $2,082,764 ▲ | New Holding | 11,190 | 0.2% | Aerospace |
VEA Vanguard FTSE Developed Markets ETF | $2,046,169 | $35,347 ▼ | -1.7% | 35,891 | 0.2% | ETF |
GOOG Alphabet | $2,020,649 | $10,821 ▲ | 0.5% | 11,391 | 0.2% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $1,779,852 | $6,906 ▲ | 0.4% | 9,793 | 0.2% | ETF |
ORCL Oracle | $1,664,684 | $245,089 ▲ | 17.3% | 7,614 | 0.2% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $1,661,707 | $136,804 ▼ | -7.6% | 22,860 | 0.2% | ETF |
COST Costco Wholesale | $1,660,145 | $17,819 ▲ | 1.1% | 1,677 | 0.2% | Retail/Wholesale |
JNJ Johnson & Johnson | $1,642,365 | $470,164 ▲ | 40.1% | 10,752 | 0.2% | Medical |
DFCA Dimensional California Municipal Bond ETF | $1,640,583 | $382,068 ▲ | 30.4% | 33,291 | 0.2% | ETF |
ISRG Intuitive Surgical | $1,626,970 | $20,106 ▲ | 1.3% | 2,994 | 0.2% | Medical |
VXF Vanguard Extended Market ETF | $1,621,462 | $215,064 ▼ | -11.7% | 8,414 | 0.2% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $1,530,347 | $298,666 ▲ | 24.2% | 28,361 | 0.1% | ETF |
BABA Alibaba Group | $1,468,886 | $5,557 ▲ | 0.4% | 12,952 | 0.1% | Retail/Wholesale |
BSV Vanguard Short-Term Bond ETF | $1,409,194 | $140,479 ▼ | -9.1% | 17,906 | 0.1% | ETF |
V Visa | $1,405,452 | $359,353 ▲ | 34.4% | 3,958 | 0.1% | Business Services |
IVV iShares Core S&P 500 ETF | $1,324,802 | $84,430 ▲ | 6.8% | 2,134 | 0.1% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $1,320,738 | $122,719 ▼ | -8.5% | 21,051 | 0.1% | Manufacturing |
JPM JPMorgan Chase & Co. | $1,310,194 | $446,782 ▲ | 51.7% | 4,519 | 0.1% | Finance |
SCHD Schwab US Dividend Equity ETF | $1,309,241 | $95,957 ▼ | -6.8% | 49,405 | 0.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $1,305,298 | $443,827 ▲ | 51.5% | 26,622 | 0.1% | ETF |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1,303,124 | $77,298 ▼ | -5.6% | 36,937 | 0.1% | ETF |
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
| $1,212,098 | $384,186 ▲ | 46.4% | 12,418 | 0.1% | ETF |
CAT Caterpillar | $1,208,985 | $548,586 ▲ | 83.1% | 3,114 | 0.1% | Industrials |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,208,500 | $46,432 ▼ | -3.7% | 16,137 | 0.1% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $1,134,976 | $128,974 ▼ | -10.2% | 28,917 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,118,508 | $48,819 ▲ | 4.6% | 1,810 | 0.1% | Finance |
CVX Chevron | $1,095,091 | $154,642 ▲ | 16.4% | 7,648 | 0.1% | Energy |
MA Mastercard | $1,081,192 | $391,679 ▲ | 56.8% | 1,924 | 0.1% | Business Services |
BOXX Alpha Architect 1-3 Month Box ETF | $1,048,825 | $116,398 ▲ | 12.5% | 9,308 | 0.1% | ETF |
SPOT Spotify Technology | $1,030,538 | $143,493 ▲ | 16.2% | 1,343 | 0.1% | Computer and Technology |
WMT Walmart | $1,022,759 | $465,326 ▲ | 83.5% | 10,460 | 0.1% | Retail/Wholesale |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,012,396 | $137,495 ▼ | -12.0% | 19,343 | 0.1% | ETF |
VUSB Vanguard Ultra-Short Bond ETF | $999,793 | $16,106 ▼ | -1.6% | 20,050 | 0.1% | ETF |
EPD Enterprise Products Partners | $940,800 | $38,731 ▼ | -4.0% | 30,339 | 0.1% | Energy |
SHV iShares Short Treasury Bond ETF | $938,779 | $26,059 ▼ | -2.7% | 8,502 | 0.1% | ETF |
RTX RTX | $921,066 | $921,066 ▲ | New Holding | 6,308 | 0.1% | Aerospace |
MOAT VanEck Morningstar Wide Moat ETF | $904,854 | $12,755 ▼ | -1.4% | 9,648 | 0.1% | ETF |
XOM Exxon Mobil | $900,950 | $82,571 ▲ | 10.1% | 8,358 | 0.1% | Energy |
CRM Salesforce | $895,936 | $190,039 ▲ | 26.9% | 3,286 | 0.1% | Computer and Technology |
PALANTIR TECHNOLOGIES INC CL A
| $872,448 | $236,379 ▲ | 37.2% | 6,400 | 0.1% | Stock |
VNQ Vanguard Real Estate ETF | $869,287 | $498,809 ▼ | -36.5% | 9,761 | 0.1% | ETF |
MRK Merck & Co., Inc. | $865,605 | $88,421 ▲ | 11.4% | 10,935 | 0.1% | Medical |
LPLA LPL Financial | $843,308 | $18,374 ▲ | 2.2% | 2,249 | 0.1% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $810,288 | $90,400 ▼ | -10.0% | 9,779 | 0.1% | Manufacturing |
VBR Vanguard Small-Cap Value ETF | $796,576 | $492,961 ▼ | -38.2% | 4,085 | 0.1% | ETF |
LAM RESEARCH CORP COM NEW
| $762,756 | $35,529 ▲ | 4.9% | 7,836 | 0.1% | Stock |
VO Vanguard Mid-Cap ETF | $725,814 | $60,718 ▲ | 9.1% | 2,594 | 0.1% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $722,955 | $70,635 ▼ | -8.9% | 14,370 | 0.1% | Finance |
IYW iShares U.S. Technology ETF | $713,171 | $28,762 ▲ | 4.2% | 4,116 | 0.1% | Manufacturing |
HUBS HubSpot | $708,033 | $741,431 ▼ | -51.2% | 1,272 | 0.1% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $700,934 | $78,382 ▲ | 12.6% | 3,425 | 0.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $691,585 | $27,227 ▲ | 4.1% | 11,151 | 0.1% | ETF |
ABBV AbbVie | $685,923 | $222,020 ▲ | 47.9% | 3,695 | 0.1% | Medical |
KLAC KLA | $672,701 | $17,019 ▲ | 2.6% | 751 | 0.1% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $658,078 | $431,750 ▼ | -39.6% | 9,790 | 0.1% | ETF |
ECL Ecolab | $648,812 | $648,812 ▲ | New Holding | 2,408 | 0.1% | Basic Materials |
FYX First Trust Small Cap Core AlphaDEX Fund | $644,024 | $74,812 ▼ | -10.4% | 6,620 | 0.1% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $641,487 | $91,748 ▼ | -12.5% | 7,684 | 0.1% | ETF |
MarketBeat All Access