AVUS Avantis U.S. Equity ETF | $21,084,719 | $360,559 ▲ | 1.7% | 228,239 | 18.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $16,824,178 | $678,176 ▲ | 4.2% | 509,978 | 14.5% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $15,819,499 | $1,123,753 ▲ | 7.6% | 332,902 | 13.6% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $9,287,482 | $98,861 ▲ | 1.1% | 334,443 | 8.0% | ETF |
AVDE Avantis International Equity ETF | $8,424,044 | $189,400 ▼ | -2.2% | 127,117 | 7.2% | ETF |
DFAU Dimensional US Core Equity Market ETF | $4,422,061 | $43,745 ▼ | -1.0% | 115,038 | 3.8% | ETF |
DFAI Dimensional International Core Equity Market ETF | $2,947,737 | $94,471 ▼ | -3.1% | 94,388 | 2.5% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $2,876,066 | $4,332 ▼ | -0.2% | 47,799 | 2.5% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $2,458,637 | $40,695 ▼ | -1.6% | 92,919 | 2.1% | ETF |
CGGR Capital Group Growth ETF | $2,185,082 | $245,778 ▲ | 12.7% | 63,798 | 1.9% | ETF |
LAM RESEARCH CORP
| $1,599,400 | | 0.0% | 22,000 | 1.4% | COM NEW |
CGUS Capital Group Core Equity ETF | $1,544,082 | $908,680 ▲ | 143.0% | 46,230 | 1.3% | ETF |
DFCA Dimensional California Municipal Bond ETF | $1,438,350 | $868,446 ▲ | 152.4% | 28,999 | 1.2% | ETF |
SCHB Schwab US Broad Market ETF | $1,434,424 | $3,832 ▼ | -0.3% | 66,624 | 1.2% | ETF |
MSFT Microsoft | $1,006,548 | $751 ▲ | 0.1% | 2,681 | 0.9% | Computer and Technology |
GOOG Alphabet | $950,277 | $87,951 ▼ | -8.5% | 6,083 | 0.8% | Computer and Technology |
DFAR Dimensional US Real Estate ETF | $935,254 | $182,149 ▼ | -16.3% | 39,346 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $831,050 | $30,343 ▲ | 3.8% | 1,479 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $661,402 | $158,284 ▲ | 31.5% | 1,287 | 0.6% | ETF |
AAPL Apple | $661,297 | $89,521 ▼ | -11.9% | 2,977 | 0.6% | Computer and Technology |
GOOGL Alphabet | $643,374 | | 0.0% | 4,160 | 0.6% | Computer and Technology |
ORCL Oracle | $594,727 | $1,258 ▲ | 0.2% | 4,254 | 0.5% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $589,552 | | 0.0% | 4,832 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $567,668 | | 0.0% | 28,699 | 0.5% | ETF |
XOM Exxon Mobil | $529,595 | $4,400 ▼ | -0.8% | 4,453 | 0.5% | Energy |
CGGO Capital Group Global Growth Equity ETF | $484,528 | $82,044 ▲ | 20.4% | 17,103 | 0.4% | ETF |
CGXU Capital Group International Focus Equity ETF | $483,529 | $314,544 ▲ | 186.1% | 19,752 | 0.4% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $478,732 | $30,887 ▼ | -6.1% | 18,491 | 0.4% | ETF |
AMERICAN CENTY ETF TR
| $458,527 | $403,661 ▲ | 735.7% | 7,463 | 0.4% | AVANTIS US MID C |
AVUV Avantis U.S. Small Cap Value ETF | $409,437 | $349,464 ▲ | 582.7% | 4,697 | 0.4% | ETF |
VUG Vanguard Growth ETF | $405,588 | $32,996 ▲ | 8.9% | 1,094 | 0.3% | ETF |
AMZN Amazon.com | $380,520 | $83,714 ▼ | -18.0% | 2,000 | 0.3% | Retail/Wholesale |
DFUS Dimensional U.S. Equity ETF | $378,372 | | 0.0% | 6,256 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $374,301 | | 0.0% | 15,975 | 0.3% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $364,887 | $52 ▲ | 0.0% | 13,927 | 0.3% | ETF |
CAT Caterpillar | $300,778 | | 0.0% | 912 | 0.3% | Industrials |
CSCO Cisco Systems | $294,655 | $9,441 ▲ | 3.3% | 4,775 | 0.3% | Computer and Technology |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $276,539 | $53,703 ▲ | 24.1% | 11,066 | 0.2% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $273,466 | $275 ▲ | 0.1% | 995 | 0.2% | ETF |
LRGF iShares U.S. Equity Factor ETF | $270,994 | | 0.0% | 4,682 | 0.2% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $266,724 | $148,283 ▲ | 125.2% | 10,958 | 0.2% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $262,171 | | 0.0% | 2,841 | 0.2% | Manufacturing |
QCOM QUALCOMM | $228,810 | $20,578 ▼ | -8.3% | 1,490 | 0.2% | Computer and Technology |
QQQ Invesco QQQ | $224,144 | | 0.0% | 478 | 0.2% | Finance |
VTV Vanguard Value ETF | $209,361 | $113,145 ▲ | 117.6% | 1,212 | 0.2% | ETF |
NVDA NVIDIA | $186,995 | $976 ▲ | 0.5% | 1,725 | 0.2% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $183,754 | $49,399 ▲ | 36.8% | 2,429 | 0.2% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $178,456 | $25,881 ▲ | 17.0% | 7,764 | 0.2% | ETF |
AXON Axon Enterprise | $175,141 | | 0.0% | 333 | 0.2% | Aerospace |
META Meta Platforms | $171,310 | $17,304 ▲ | 11.2% | 297 | 0.1% | Computer and Technology |
HD Home Depot | $168,952 | | 0.0% | 461 | 0.1% | Retail/Wholesale |
VZ Verizon Communications | $167,270 | $19,276 ▲ | 13.0% | 3,688 | 0.1% | Computer and Technology |
AVRE Avantis Real Estate ETF | $163,094 | $30,451 ▼ | -15.7% | 3,792 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $159,250 | $102 ▲ | 0.1% | 3,133 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $157,692 | | 0.0% | 1,360 | 0.1% | ETF |
ABBV AbbVie | $154,835 | | 0.0% | 739 | 0.1% | Medical |
HDV iShares Core High Dividend ETF | $151,763 | | 0.0% | 1,253 | 0.1% | ETF |
TSLA Tesla | $149,017 | | 0.0% | 575 | 0.1% | Auto/Tires/Trucks |
VONG Vanguard Russell 1000 Growth ETF | $148,464 | $148,464 ▲ | New Holding | 1,600 | 0.1% | ETF |
IXN iShares Global Tech ETF | $147,693 | | 0.0% | 1,950 | 0.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $143,763 | $107,962 ▲ | 301.6% | 257 | 0.1% | Finance |
BK Bank of New York Mellon | $134,192 | | 0.0% | 1,600 | 0.1% | Finance |
MRK Merck & Co., Inc. | $132,216 | | 0.0% | 1,473 | 0.1% | Medical |
USMV iShares MSCI USA Min Vol Factor ETF | $124,755 | $5,151 ▲ | 4.3% | 1,332 | 0.1% | ETF |
AVGO Broadcom | $123,898 | | 0.0% | 740 | 0.1% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $116,833 | $27 ▲ | 0.0% | 4,396 | 0.1% | ETF |
NEAR iShares Short Duration Bond Active ETF | $116,340 | | 0.0% | 2,287 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $116,340 | | 0.0% | 474 | 0.1% | Finance |
BSV Vanguard Short-Term Bond ETF | $115,150 | $7,828 ▼ | -6.4% | 1,471 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $105,297 | | 0.0% | 3,819 | 0.1% | ETF |
CMF iShares California Muni Bond ETF | $104,287 | $6,472 ▼ | -5.8% | 1,853 | 0.1% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $101,399 | $240 ▲ | 0.2% | 1,270 | 0.1% | Manufacturing |
IWF iShares Russell 1000 Growth ETF | $101,105 | $75,829 ▲ | 300.0% | 280 | 0.1% | ETF |
VCYT Veracyte | $97,667 | | 0.0% | 3,294 | 0.1% | Medical |
MTUM iShares MSCI USA Momentum Factor ETF | $95,810 | | 0.0% | 474 | 0.1% | ETF |
YINN Direxion Daily FTSE China Bull 3X Shares | $94,966 | $1,410 ▼ | -1.5% | 2,290 | 0.1% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $94,503 | $53,715 ▲ | 131.7% | 2,639 | 0.1% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $87,393 | | 0.0% | 1,664 | 0.1% | Manufacturing |
SOXX iShares Semiconductor ETF | $84,676 | | 0.0% | 450 | 0.1% | ETF |
DFSV Dimensional US Small Cap Value ETF | $84,422 | $6,334 ▲ | 8.1% | 2,999 | 0.1% | ETF |
COP ConocoPhillips | $82,966 | | 0.0% | 790 | 0.1% | Energy |
QUAL iShares MSCI USA Quality Factor ETF | $78,268 | $57,419 ▲ | 275.4% | 458 | 0.1% | ETF |
BAC Bank of America | $77,745 | $83 ▲ | 0.1% | 1,863 | 0.1% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $74,209 | $9,175 ▲ | 14.1% | 1,375 | 0.1% | ETF |
UNP Union Pacific | $73,234 | $8,505 ▼ | -10.4% | 310 | 0.1% | Transportation |
VYMI Vanguard International High Dividend Yield ETF | $70,079 | $3,021 ▼ | -4.1% | 951 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $69,360 | | 0.0% | 600 | 0.1% | ETF |
BP BP | $66,026 | $19,598 ▼ | -22.9% | 1,954 | 0.1% | Energy |
HPQ HP | $65,637 | $554 ▲ | 0.9% | 2,370 | 0.1% | Computer and Technology |
CVX Chevron | $62,901 | | 0.0% | 376 | 0.1% | Energy |
IVW iShares S&P 500 Growth ETF | $61,268 | $45,951 ▲ | 300.0% | 660 | 0.1% | ETF |
WFC Wells Fargo & Company | $61,093 | | 0.0% | 851 | 0.1% | Finance |
AVSU Avantis Responsible U.S. Equity ETF | $59,803 | $2,494 ▲ | 4.4% | 959 | 0.1% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $57,463 | | 0.0% | 1,422 | 0.0% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $57,186 | $4,194 ▼ | -6.8% | 450 | 0.0% | Manufacturing |
WMT Walmart | $56,888 | | 0.0% | 648 | 0.0% | Retail/Wholesale |
GS The Goldman Sachs Group | $54,629 | | 0.0% | 100 | 0.0% | Finance |
SCHW Charles Schwab | $49,708 | | 0.0% | 635 | 0.0% | Finance |
MPC Marathon Petroleum | $49,535 | | 0.0% | 340 | 0.0% | Energy |
JPST JPMorgan Ultra-Short Income ETF | $48,909 | | 0.0% | 966 | 0.0% | ETF |
