AVUS Avantis U.S. Equity ETF | $20,983,715 | $1,757,421 ▼ | -7.7% | 220,533 | 19.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $16,035,529 | $4,980,628 ▼ | -23.7% | 467,644 | 14.7% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $13,126,737 | $187,236 ▲ | 1.4% | 274,963 | 12.0% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $9,301,902 | $2,928,389 ▼ | -23.9% | 330,558 | 8.5% | ETF |
AVDE Avantis International Equity ETF | $8,655,316 | $1,163,105 ▼ | -11.8% | 129,126 | 7.9% | ETF |
DFAU Dimensional US Core Equity Market ETF | $4,670,600 | $108,274 ▼ | -2.3% | 117,677 | 4.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $3,153,180 | $29,619 ▼ | -0.9% | 99,219 | 2.9% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $2,990,011 | $435,275 ▼ | -12.7% | 46,285 | 2.7% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $2,742,542 | $1,234,828 ▼ | -31.0% | 97,426 | 2.5% | ETF |
CGGR Capital Group Growth ETF | $1,882,904 | $139,751 ▲ | 8.0% | 54,122 | 1.7% | ETF |
SCHB Schwab US Broad Market ETF | $1,493,360 | $47,162 ▼ | -3.1% | 22,450 | 1.4% | ETF |
DFAR Dimensional US Real Estate ETF | $1,375,586 | $457,700 ▼ | -25.0% | 53,650 | 1.3% | ETF |
MSFT Microsoft | $1,152,257 | $52,923 ▼ | -4.4% | 2,678 | 1.1% | Computer and Technology |
GOOG Alphabet | $1,041,140 | $1,839 ▼ | -0.2% | 6,227 | 1.0% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $821,968 | $66,911 ▼ | -7.5% | 1,425 | 0.8% | ETF |
AAPL Apple | $787,111 | $292,429 ▼ | -27.1% | 3,378 | 0.7% | Computer and Technology |
ORCL Oracle | $721,814 | | 0.0% | 4,236 | 0.7% | Computer and Technology |
GOOGL Alphabet | $689,976 | $1,824 ▼ | -0.3% | 4,160 | 0.6% | Computer and Technology |
CGUS Capital Group Core Equity ETF | $670,688 | $70,205 ▲ | 11.7% | 19,565 | 0.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $619,181 | $64,820 ▼ | -9.5% | 4,929 | 0.6% | ETF |
SCHF Schwab International Equity ETF | $597,263 | $73,563 ▼ | -11.0% | 14,525 | 0.5% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $582,654 | $13,541 ▼ | -2.3% | 21,257 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $540,862 | $5,804 ▼ | -1.1% | 1,025 | 0.5% | ETF |
XOM Exxon Mobil | $526,318 | | 0.0% | 4,490 | 0.5% | Oils/Energy |
DFCA Dimensional California Municipal Bond ETF | $513,287 | $2,433 ▼ | -0.5% | 10,128 | 0.5% | ETF |
AMZN Amazon.com | $463,030 | $559 ▲ | 0.1% | 2,485 | 0.4% | Retail/Wholesale |
CGGO Capital Group Global Growth Equity ETF | $463,014 | $53,848 ▲ | 13.2% | 15,357 | 0.4% | ETF |
SCHA Schwab US Small-Cap ETF | $412,030 | $16,428 ▼ | -3.8% | 8,001 | 0.4% | ETF |
DFUS Dimensional U.S. Equity ETF | $389,132 | $4,416 ▲ | 1.1% | 6,256 | 0.4% | ETF |
VUG Vanguard Growth ETF | $385,758 | $34,162 ▼ | -8.1% | 1,005 | 0.4% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $376,114 | | 0.0% | 13,925 | 0.3% | ETF |
CAT Caterpillar | $357,875 | | 0.0% | 915 | 0.3% | Industrial Products |
TSLA Tesla | $294,072 | $5,494 ▼ | -1.8% | 1,124 | 0.3% | Auto/Tires/Trucks |
QCOM QUALCOMM | $288,590 | | 0.0% | 1,697 | 0.3% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $281,461 | $1,416 ▲ | 0.5% | 994 | 0.3% | ETF |
LRGF iShares U.S. Equity Factor ETF | $275,161 | $387,470 ▼ | -58.5% | 4,682 | 0.3% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $271,253 | $13,271 ▼ | -4.7% | 2,841 | 0.2% | Manufacturing |
CSCO Cisco Systems | $245,770 | | 0.0% | 4,618 | 0.2% | Computer and Technology |
AVRE Avantis Real Estate ETF | $234,993 | $70,616 ▼ | -23.1% | 4,985 | 0.2% | ETF |
CGXU Capital Group International Focus Equity ETF | $230,620 | $20,254 ▲ | 9.6% | 8,551 | 0.2% | ETF |
NVDA NVIDIA | $203,578 | $54,174 ▼ | -21.0% | 1,676 | 0.2% | Computer and Technology |
HD Home Depot | $186,797 | $40,520 ▼ | -17.8% | 461 | 0.2% | Retail/Wholesale |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $179,301 | $1,057 ▲ | 0.6% | 7,126 | 0.2% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $167,302 | $264 ▲ | 0.2% | 3,168 | 0.2% | ETF |
MRK Merck & Co., Inc. | $167,274 | $5,451 ▼ | -3.2% | 1,473 | 0.2% | Medical |
VT Vanguard Total World Stock ETF | $162,792 | $120 ▼ | -0.1% | 1,360 | 0.1% | ETF |
IXN iShares Global Tech ETF | $160,934 | | 0.0% | 1,950 | 0.1% | ETF |
META Meta Platforms | $158,075 | $58,419 ▼ | -27.0% | 276 | 0.1% | Computer and Technology |
HDV iShares Core High Dividend ETF | $147,378 | | 0.0% | 1,253 | 0.1% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $146,867 | $20,753 ▼ | -12.4% | 6,263 | 0.1% | ETF |
ABBV AbbVie | $145,938 | $69,908 ▼ | -32.4% | 739 | 0.1% | Medical |
AXON Axon Enterprise | $142,258 | | 0.0% | 356 | 0.1% | Industrial Products |
VZ Verizon Communications | $139,383 | $1,302 ▲ | 0.9% | 3,104 | 0.1% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $133,231 | $1,951 ▼ | -1.4% | 1,707 | 0.1% | ETF |
VCYT Veracyte | $129,658 | | 0.0% | 3,809 | 0.1% | Medical |
AVGO Broadcom | $127,650 | $114,885 ▲ | 900.0% | 740 | 0.1% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $123,622 | $70,821 ▼ | -36.4% | 1,571 | 0.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $117,749 | | 0.0% | 1,465 | 0.1% | ETF |
NEAR iShares Short Duration Bond Active ETF | $117,186 | | 0.0% | 2,287 | 0.1% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $115,119 | $2,204 ▲ | 2.0% | 2,350 | 0.1% | ETF |
BK Bank of New York Mellon | $114,976 | | 0.0% | 1,600 | 0.1% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $114,959 | | 0.0% | 1,259 | 0.1% | ETF |
CMF iShares California Muni Bond ETF | $114,360 | $697 ▲ | 0.6% | 1,968 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $112,294 | $10,097 ▼ | -8.2% | 3,848 | 0.1% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $105,204 | $166 ▲ | 0.2% | 1,264 | 0.1% | Manufacturing |
SOXX iShares Semiconductor ETF | $103,766 | | 0.0% | 450 | 0.1% | ETF |
UNP Union Pacific | $102,043 | $30,317 ▼ | -22.9% | 414 | 0.1% | Transportation |
JPM JPMorgan Chase & Co. | $100,006 | $2,532 ▼ | -2.5% | 474 | 0.1% | Finance |
QQQ Invesco QQQ | $98,590 | | 0.0% | 202 | 0.1% | Finance |
MTUM iShares MSCI USA Momentum Factor ETF | $96,108 | | 0.0% | 474 | 0.1% | ETF |
BP BP | $95,206 | $15,350 ▼ | -13.9% | 3,033 | 0.1% | Oils/Energy |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $89,390 | $54 ▼ | -0.1% | 1,664 | 0.1% | Manufacturing |
HPQ HP | $83,622 | $646 ▲ | 0.8% | 2,331 | 0.1% | Computer and Technology |
DFSV Dimensional US Small Cap Value ETF | $82,421 | $286,810 ▼ | -77.7% | 2,676 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $75,576 | | 0.0% | 600 | 0.1% | ETF |
AAL American Airlines Group | $75,364 | | 0.0% | 6,705 | 0.1% | Transportation |
BAC Bank of America | $73,784 | $40 ▲ | 0.1% | 1,859 | 0.1% | Finance |
VYMI Vanguard International High Dividend Yield ETF | $72,833 | $12,702 ▼ | -14.8% | 992 | 0.1% | ETF |
VTV Vanguard Value ETF | $72,796 | $6,983 ▼ | -8.8% | 417 | 0.1% | ETF |
ADBE Adobe | $69,900 | $1,036 ▼ | -1.5% | 135 | 0.1% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $65,964 | $15,558 ▼ | -19.1% | 1,149 | 0.1% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $63,713 | | 0.0% | 483 | 0.1% | Manufacturing |
COP ConocoPhillips | $63,379 | | 0.0% | 602 | 0.1% | Oils/Energy |
AVSU Avantis Responsible U.S. Equity ETF | $60,011 | | 0.0% | 919 | 0.1% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $57,776 | | 0.0% | 1,422 | 0.1% | ETF |
MPC Marathon Petroleum | $55,389 | | 0.0% | 340 | 0.1% | Oils/Energy |
GEN Genesis Healthcare | $54,860 | | 0.0% | 2,000 | 0.1% | Business Services |
WMT Walmart | $52,326 | $969 ▼ | -1.8% | 648 | 0.0% | Retail/Wholesale |
DFAS Dimensional U.S. Small Cap ETF | $50,473 | | 0.0% | 778 | 0.0% | ETF |
INTF iShares International Equity Factor ETF | $49,534 | | 0.0% | 1,576 | 0.0% | ETF |
GS The Goldman Sachs Group | $49,511 | | 0.0% | 100 | 0.0% | Finance |
PEP PepsiCo | $49,144 | | 0.0% | 289 | 0.0% | Consumer Staples |
JPST JPMorgan Ultra-Short Income ETF | $49,015 | $355 ▼ | -0.7% | 966 | 0.0% | ETF |
WFC Wells Fargo & Company | $48,073 | | 0.0% | 851 | 0.0% | Finance |
LQDH iShares Interest Rate Hedged Corporate Bond ETF | $47,457 | | 0.0% | 510 | 0.0% | ETF |
WCN Waste Connections | $45,599 | | 0.0% | 255 | 0.0% | Business Services |
CVX Chevron | $45,065 | | 0.0% | 306 | 0.0% | Oils/Energy |
DHI D.R. Horton | $41,779 | | 0.0% | 219 | 0.0% | Construction |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $41,577 | | 0.0% | 368 | 0.0% | Finance |
FNDF Schwab Fundamental International Large Company Index ETF | $41,256 | | 0.0% | 1,104 | 0.0% | ETF |
