AVUS Avantis U.S. Equity ETF | $21,744,888 | $368,625 ▲ | 1.7% | 224,336 | 19.4% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $16,929,071 | $753,266 ▲ | 4.7% | 489,421 | 15.1% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $14,497,841 | $1,607,564 ▲ | 12.5% | 309,254 | 12.9% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $8,551,672 | $8,400 ▲ | 0.1% | 330,883 | 7.6% | ETF |
AVDE Avantis International Equity ETF | $7,976,566 | $52,103 ▲ | 0.7% | 129,975 | 7.1% | ETF |
DFAU Dimensional US Core Equity Market ETF | $4,703,966 | $60,775 ▼ | -1.3% | 116,176 | 4.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $2,844,460 | $52,735 ▼ | -1.8% | 97,413 | 2.5% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $2,814,336 | $93,241 ▲ | 3.4% | 47,871 | 2.5% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $2,473,829 | $77,758 ▼ | -3.0% | 94,457 | 2.2% | ETF |
CGGR Capital Group Growth ETF | $2,104,640 | $92,925 ▲ | 4.6% | 56,622 | 1.9% | ETF |
LAM RESEARCH CORP
| $1,589,060 | $1,589,060 ▲ | New Holding | 22,000 | 1.4% | COM NEW |
SCHB Schwab US Broad Market ETF | $1,516,409 | $1,006,793 ▲ | 197.6% | 66,802 | 1.4% | ETF |
GOOG Alphabet | $1,265,742 | $79,799 ▲ | 6.7% | 6,646 | 1.1% | Computer and Technology |
MSFT Microsoft | $1,129,374 | $422 ▲ | 0.0% | 2,679 | 1.0% | Computer and Technology |
DFAR Dimensional US Real Estate ETF | $1,093,899 | $154,536 ▼ | -12.4% | 47,009 | 1.0% | ETF |
AAPL Apple | $846,332 | $501 ▲ | 0.1% | 3,380 | 0.8% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $838,869 | | 0.0% | 1,425 | 0.7% | ETF |
GOOGL Alphabet | $787,553 | | 0.0% | 4,160 | 0.7% | Computer and Technology |
ORCL Oracle | $707,415 | $1,500 ▲ | 0.2% | 4,245 | 0.6% | Computer and Technology |
CGUS Capital Group Core Equity ETF | $665,269 | $18,919 ▼ | -2.8% | 19,024 | 0.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $621,492 | $12,476 ▼ | -2.0% | 4,832 | 0.6% | ETF |
DFCA Dimensional California Municipal Bond ETF | $575,074 | $68,168 ▲ | 13.4% | 11,490 | 0.5% | ETF |
AMZN Amazon.com | $535,312 | $9,873 ▼ | -1.8% | 2,440 | 0.5% | Retail/Wholesale |
SCHF Schwab International Equity ETF | $530,934 | $262,220 ▲ | 97.6% | 28,699 | 0.5% | ETF |
VOO Vanguard S&P 500 ETF | $527,495 | $24,785 ▼ | -4.5% | 979 | 0.5% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $499,383 | $39,907 ▼ | -7.4% | 19,684 | 0.4% | ETF |
XOM Exxon Mobil | $482,989 | | 0.0% | 4,490 | 0.4% | Energy |
CGGO Capital Group Global Growth Equity ETF | $415,129 | $33,603 ▼ | -7.5% | 14,207 | 0.4% | ETF |
SCHA Schwab US Small-Cap ETF | $413,116 | $206,209 ▲ | 99.7% | 15,975 | 0.4% | ETF |
VUG Vanguard Growth ETF | $412,394 | | 0.0% | 1,005 | 0.4% | ETF |
DFUS Dimensional U.S. Equity ETF | $398,829 | | 0.0% | 6,256 | 0.4% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $346,176 | | 0.0% | 13,925 | 0.3% | ETF |
CAT Caterpillar | $330,837 | $1,088 ▼ | -0.3% | 912 | 0.3% | Industrials |
VTI Vanguard Total Stock Market ETF | $288,071 | | 0.0% | 994 | 0.3% | ETF |
LRGF iShares U.S. Equity Factor ETF | $282,559 | | 0.0% | 4,682 | 0.3% | ETF |
CSCO Cisco Systems | $273,596 | $237 ▲ | 0.1% | 4,622 | 0.2% | Computer and Technology |
IUSV iShares Core S&P U.S. Value ETF | $263,020 | | 0.0% | 2,841 | 0.2% | Manufacturing |
QCOM QUALCOMM | $249,529 | $11,217 ▼ | -4.3% | 1,624 | 0.2% | Computer and Technology |
QQQ Invesco QQQ | $244,368 | $141,100 ▲ | 136.6% | 478 | 0.2% | Finance |
TSLA Tesla | $232,208 | $221,708 ▼ | -48.8% | 575 | 0.2% | Auto/Tires/Trucks |
NVDA NVIDIA | $230,491 | $5,373 ▲ | 2.4% | 1,716 | 0.2% | Computer and Technology |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $220,257 | $44,239 ▲ | 25.1% | 8,917 | 0.2% | Manufacturing |
AXON Axon Enterprise | $197,909 | $13,669 ▼ | -6.5% | 333 | 0.2% | Aerospace |
AVRE Avantis Real Estate ETF | $188,640 | $20,331 ▼ | -9.7% | 4,500 | 0.2% | ETF |
HD Home Depot | $179,324 | | 0.0% | 461 | 0.2% | Retail/Wholesale |
AVGO Broadcom | $171,562 | | 0.0% | 740 | 0.2% | Computer and Technology |
CGXU Capital Group International Focus Equity ETF | $170,297 | $40,656 ▼ | -19.3% | 6,903 | 0.2% | ETF |
IXN iShares Global Tech ETF | $165,262 | | 0.0% | 1,950 | 0.1% | ETF |
VT Vanguard Total World Stock ETF | $159,773 | | 0.0% | 1,360 | 0.1% | ETF |
META Meta Platforms | $156,439 | $5,273 ▼ | -3.3% | 267 | 0.1% | Computer and Technology |
GOVT iShares U.S. Treasury Bond ETF | $152,541 | $8,617 ▲ | 6.0% | 6,638 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $149,724 | $1,769 ▼ | -1.2% | 3,131 | 0.1% | ETF |
MRK Merck & Co., Inc. | $146,534 | | 0.0% | 1,473 | 0.1% | Medical |
HDV iShares Core High Dividend ETF | $140,662 | | 0.0% | 1,253 | 0.1% | ETF |
ABBV AbbVie | $131,320 | | 0.0% | 739 | 0.1% | Medical |
VZ Verizon Communications | $130,496 | $6,359 ▲ | 5.1% | 3,263 | 0.1% | Computer and Technology |
VCYT Veracyte | $130,442 | $20,394 ▼ | -13.5% | 3,294 | 0.1% | Medical |
IEFA iShares Core MSCI EAFE ETF | $124,817 | $4,849 ▲ | 4.0% | 1,776 | 0.1% | ETF |
BK Bank of New York Mellon | $122,928 | | 0.0% | 1,600 | 0.1% | Finance |
BSV Vanguard Short-Term Bond ETF | $121,391 | | 0.0% | 1,571 | 0.1% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $117,072 | $60,533 ▲ | 107.1% | 4,866 | 0.1% | ETF |
NEAR iShares Short Duration Bond Active ETF | $115,494 | | 0.0% | 2,287 | 0.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $114,586 | $76,391 ▲ | 200.0% | 4,395 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $113,689 | | 0.0% | 474 | 0.1% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $113,385 | $1,598 ▲ | 1.4% | 1,277 | 0.1% | ETF |
CMF iShares California Muni Bond ETF | $112,727 | | 0.0% | 1,968 | 0.1% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $102,544 | $243 ▲ | 0.2% | 1,267 | 0.1% | Manufacturing |
SCHE Schwab Emerging Markets Equity ETF | $101,707 | $772 ▼ | -0.8% | 3,819 | 0.1% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $98,080 | | 0.0% | 474 | 0.1% | ETF |
SOXX iShares Semiconductor ETF | $96,970 | | 0.0% | 450 | 0.1% | ETF |
VTV Vanguard Value ETF | $94,300 | $23,702 ▲ | 33.6% | 557 | 0.1% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $85,713 | | 0.0% | 1,664 | 0.1% | Manufacturing |
DFSV Dimensional US Small Cap Value ETF | $85,384 | $3,016 ▲ | 3.7% | 2,774 | 0.1% | ETF |
BAC Bank of America | $81,799 | $88 ▲ | 0.1% | 1,861 | 0.1% | Finance |
UNP Union Pacific | $78,902 | $15,507 ▼ | -16.4% | 346 | 0.1% | Transportation |
COP ConocoPhillips | $78,344 | $18,644 ▲ | 31.2% | 790 | 0.1% | Energy |
HPQ HP | $76,667 | $620 ▲ | 0.8% | 2,350 | 0.1% | Computer and Technology |
BP BP | $74,905 | $14,750 ▼ | -16.5% | 2,534 | 0.1% | Energy |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $68,688 | | 0.0% | 600 | 0.1% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $67,337 | | 0.0% | 992 | 0.1% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $67,306 | | 0.0% | 483 | 0.1% | Manufacturing |
AVUV Avantis U.S. Small Cap Value ETF | $66,413 | $61,780 ▲ | 1,333.3% | 688 | 0.1% | ETF |
YINN Direxion Daily FTSE China Bull 3X Shares | $64,933 | $64,933 ▲ | New Holding | 2,324 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $62,925 | $2,924 ▲ | 4.9% | 1,205 | 0.1% | ETF |
AVSU Avantis Responsible U.S. Equity ETF | $60,766 | | 0.0% | 919 | 0.1% | ETF |
ADBE Adobe | $60,032 | | 0.0% | 135 | 0.1% | Computer and Technology |
WFC Wells Fargo & Company | $59,774 | | 0.0% | 851 | 0.1% | Finance |
WMT Walmart | $58,547 | | 0.0% | 648 | 0.1% | Retail/Wholesale |
AMERICAN CENTY ETF TR
| $58,295 | $58,295 ▲ | New Holding | 893 | 0.1% | AVANTIS US MID C |
PRF Invesco FTSE RAFI US 1000 ETF | $57,363 | | 0.0% | 1,422 | 0.1% | ETF |
GS The Goldman Sachs Group | $57,262 | | 0.0% | 100 | 0.1% | Finance |
CVX Chevron | $54,460 | $10,139 ▲ | 22.9% | 376 | 0.0% | Energy |
DFAS Dimensional U.S. Small Cap ETF | $50,644 | | 0.0% | 778 | 0.0% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $48,657 | | 0.0% | 966 | 0.0% | ETF |
MPC Marathon Petroleum | $47,430 | | 0.0% | 340 | 0.0% | Energy |
LQDH iShares Interest Rate Hedged Corporate Bond ETF | $47,297 | | 0.0% | 510 | 0.0% | ETF |
SCHW Charles Schwab | $46,996 | | 0.0% | 635 | 0.0% | Finance |
INTF iShares International Equity Factor ETF | $45,263 | | 0.0% | 1,576 | 0.0% | ETF |
PEP PepsiCo | $45,010 | $1,064 ▲ | 2.4% | 296 | 0.0% | Consumer Staples |
DFSU Dimensional US Sustainability Core 1 ETF | $43,168 | $1,137 ▲ | 2.7% | 1,139 | 0.0% | ETF |
