VUG Vanguard Growth ETF | $53,288,376 | $2,644,353 ▼ | -4.7% | 121,495 | 16.1% | ETF |
DFUS Dimensional U.S. Equity ETF | $20,796,339 | $4,400,653 ▼ | -17.5% | 310,344 | 6.3% | ETF |
DIMENSIONAL WORLD EQUITY
| $14,818,073 | $7,176,279 ▼ | -32.6% | 220,243 | 4.5% | UIE |
DFAC Dimensional U.S. Core Equity 2 ETF | $13,078,256 | $7,320,664 ▼ | -35.9% | 364,936 | 4.0% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $12,170,586 | $1,088,498 ▼ | -8.2% | 414,382 | 3.7% | ETF |
AAPL Apple | $10,595,407 | $331,223 ▼ | -3.0% | 51,246 | 3.2% | Computer and Technology |
DUHP Dimensional US High Profitability ETF | $9,246,308 | $6,319,196 ▼ | -40.6% | 260,046 | 2.8% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $8,280,300 | $5,357,746 ▼ | -39.3% | 153,573 | 2.5% | ETF |
DIMENSNL ULTRASHRT FIXED
| $7,490,325 | $162,148 ▲ | 2.2% | 147,868 | 2.3% | UIE |
DFUV Dimensional US Marketwide Value ETF | $7,090,726 | $1,920,701 ▼ | -21.3% | 167,712 | 2.1% | ETF |
VOO Vanguard S&P 500 ETF | $6,229,166 | $609,511 ▼ | -8.9% | 10,966 | 1.9% | ETF |
DFAU Dimensional US Core Equity Market ETF | $6,043,216 | $4,475,460 ▼ | -42.5% | 142,666 | 1.8% | ETF |
DFCF Dimensional Core Fixed Income ETF | $6,002,443 | $2,781,965 ▼ | -31.7% | 142,056 | 1.8% | ETF |
VTV Vanguard Value ETF | $5,802,343 | $1,349,074 ▲ | 30.3% | 32,838 | 1.8% | ETF |
VGSH Vanguard Short-Term Treasury ETF | $4,949,964 | $65,039 ▲ | 1.3% | 84,327 | 1.5% | ETF |
DFIV Dimensional International Value ETF | $4,668,978 | $2,031,352 ▼ | -30.3% | 109,009 | 1.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $4,341,758 | $789,984 ▼ | -15.4% | 163,836 | 1.3% | ETF |
VGT Vanguard Information Technology ETF | $4,270,521 | $1,932,456 ▼ | -31.2% | 6,433 | 1.3% | ETF |
GLD SPDR Gold Shares | $3,821,048 | $400,547 ▲ | 11.7% | 12,535 | 1.2% | Finance |
DFSU Dimensional US Sustainability Core 1 ETF | $3,775,527 | $2,671,847 ▼ | -41.4% | 96,191 | 1.1% | ETF |
BRK.B Berkshire Hathaway | $3,708,855 | $150,103 ▼ | -3.9% | 7,635 | 1.1% | Finance |
VCR Vanguard Consumer Discretionary ETF | $3,372,663 | $3,283,489 ▲ | 3,682.1% | 9,304 | 1.0% | ETF |
COST Costco Wholesale | $3,221,952 | $2,970 ▲ | 0.1% | 3,254 | 1.0% | Retail/Wholesale |
DFAS Dimensional U.S. Small Cap ETF | $3,117,819 | $591,805 ▼ | -16.0% | 48,948 | 0.9% | ETF |
NVDA NVIDIA | $2,926,865 | $504,321 ▲ | 20.8% | 18,525 | 0.9% | Computer and Technology |
IAU iShares Gold Trust | $2,923,750 | $26,752 ▼ | -0.9% | 46,885 | 0.9% | Finance |
DFAI Dimensional International Core Equity Market ETF | $2,835,812 | $1,334,004 ▼ | -32.0% | 82,030 | 0.9% | ETF |
AMZN Amazon.com | $2,650,013 | $643,471 ▲ | 32.1% | 12,079 | 0.8% | Retail/Wholesale |
TLH iShares 10-20 Year Treasury Bond ETF | $2,605,455 | $1,613,486 ▼ | -38.2% | 25,643 | 0.8% | ETF |
VDE Vanguard Energy ETF | $2,587,025 | $2,395,380 ▲ | 1,249.9% | 21,720 | 0.8% | ETF |
DFSV Dimensional US Small Cap Value ETF | $2,580,439 | $3,957,452 ▼ | -60.5% | 87,676 | 0.8% | ETF |
DFLV Dimensional US Large Cap Value ETF | $2,477,030 | $1,819,719 ▼ | -42.4% | 79,853 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,444,048 | $510,593 ▼ | -17.3% | 11,938 | 0.7% | ETF |
IBM International Business Machines | $2,425,703 | $1,436,733 ▲ | 145.3% | 8,229 | 0.7% | Computer and Technology |
TSLA Tesla | $2,375,780 | $482,843 ▲ | 25.5% | 7,479 | 0.7% | Auto/Tires/Trucks |
VGIT Vanguard Intermediate-Term Treasury ETF | $2,347,224 | $273,853 ▲ | 13.2% | 39,290 | 0.7% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $2,244,167 | $231,626 ▼ | -9.4% | 46,787 | 0.7% | ETF |
MGK Vanguard Mega Cap Growth ETF | $2,205,968 | $278,953 ▼ | -11.2% | 6,018 | 0.7% | ETF |
MSFT Microsoft | $2,182,540 | $139,752 ▲ | 6.8% | 4,529 | 0.7% | Computer and Technology |
VUSB Vanguard Ultra-Short Bond ETF | $2,033,164 | $74,934 ▼ | -3.6% | 40,835 | 0.6% | ETF |
IVV iShares Core S&P 500 ETF | $1,998,977 | $302,856 ▼ | -13.2% | 3,221 | 0.6% | ETF |
SLV iShares Silver Trust | $1,713,175 | $684,909 ▲ | 66.6% | 52,215 | 0.5% | ETF |
PG Procter & Gamble | $1,698,243 | $26,289 ▼ | -1.5% | 10,659 | 0.5% | Consumer Staples |
VANGUARD ULTRA SHORT
| $1,644,458 | $1,271,377 ▲ | 340.8% | 21,770 | 0.5% | UIE |
ISHARES BITCOIN ETF
| $1,602,356 | $1,497,503 ▲ | 1,428.2% | 26,178 | 0.5% | UIE |
PALANTIR TECHNOLOGIES IN
| $1,471,982 | $1,038,621 ▲ | 239.7% | 10,798 | 0.4% | COM |
META Meta Platforms | $1,456,450 | $650,346 ▲ | 80.7% | 1,973 | 0.4% | Computer and Technology |
DIHP Dimensional International High Profitability ETF | $1,434,453 | $1,199,108 ▲ | 509.5% | 48,639 | 0.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,343,571 | $661,251 ▼ | -33.0% | 16,899 | 0.4% | ETF |
DISV Dimensional International Small Cap Value ETF | $1,281,580 | $729,449 ▼ | -36.3% | 38,942 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $1,276,997 | $283,803 ▲ | 28.6% | 5,386 | 0.4% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $1,177,244 | $1,177,244 ▲ | New Holding | 37,866 | 0.4% | ETF |
DFAR Dimensional US Real Estate ETF | $1,165,375 | $1,359,338 ▼ | -53.8% | 49,676 | 0.4% | ETF |
VPU Vanguard Utilities ETF | $1,135,040 | $596,730 ▲ | 110.9% | 6,431 | 0.3% | ETF |
VHT Vanguard Health Care ETF | $1,133,029 | $952,013 ▲ | 525.9% | 4,563 | 0.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,131,167 | $17,322 ▼ | -1.5% | 38,725 | 0.3% | ETF |
WMT Walmart | $1,125,525 | $26,889 ▼ | -2.3% | 11,511 | 0.3% | Retail/Wholesale |
COREWEAVE INC
| $1,109,135 | $250,623 ▲ | 29.2% | 6,802 | 0.3% | COM |
VFH Vanguard Financials ETF | $1,093,468 | $1,093,468 ▲ | New Holding | 8,589 | 0.3% | ETF |
VOX Vanguard Communication Services ETF | $1,082,978 | $1,082,978 ▲ | New Holding | 6,333 | 0.3% | ETF |
TBIL US Treasury 3 Month Bill ETF | $1,071,345 | $41,969 ▼ | -3.8% | 21,494 | 0.3% | ETF |
GE VERNOVA INC
| $1,026,391 | $845,357 ▲ | 467.0% | 1,939 | 0.3% | COM |
SCHF Schwab International Equity ETF | $999,949 | $66 ▲ | 0.0% | 45,247 | 0.3% | ETF |
MCD McDonald's | $935,626 | $164,871 ▼ | -15.0% | 3,212 | 0.3% | Retail/Wholesale |
MOAT VanEck Morningstar Wide Moat ETF | $935,469 | $3,095 ▼ | -0.3% | 9,974 | 0.3% | ETF |
VT Vanguard Total World Stock ETF | $868,461 | $319,006 ▼ | -26.9% | 6,757 | 0.3% | ETF |
SCHA Schwab US Small-Cap ETF | $808,254 | $3,087 ▼ | -0.4% | 31,947 | 0.2% | ETF |
VBK Vanguard Small-Cap Growth ETF | $794,316 | $281,943 ▲ | 55.0% | 2,868 | 0.2% | ETF |
AMD Advanced Micro Devices | $768,530 | $725,392 ▲ | 1,681.6% | 5,416 | 0.2% | Computer and Technology |
GWW W.W. Grainger | $738,807 | $1,041 ▲ | 0.1% | 710 | 0.2% | Industrials |
CRH PUBLIC LIMITED CO F
| $730,728 | | 0.0% | 7,960 | 0.2% | FGO |
KO CocaCola | $721,218 | $16,626 ▲ | 2.4% | 10,194 | 0.2% | Consumer Staples |
VGK Vanguard FTSE Europe ETF | $676,064 | $676,064 ▲ | New Holding | 8,724 | 0.2% | ETF |
GE GE Aerospace | $663,886 | $388,447 ▲ | 141.0% | 2,579 | 0.2% | Aerospace |
AXP American Express | $637,734 | $449,189 ▲ | 238.2% | 1,999 | 0.2% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $623,950 | $1,031,826 ▼ | -62.3% | 7,069 | 0.2% | ETF |
MGV Vanguard Mega Cap Value ETF | $619,264 | $591,056 ▲ | 2,095.3% | 4,720 | 0.2% | ETF |
LLY Eli Lilly and Company | $568,605 | $39,779 ▲ | 7.5% | 729 | 0.2% | Medical |
WTFC Wintrust Financial | $563,613 | $563,613 ▲ | New Holding | 4,546 | 0.2% | Finance |
CEG Constellation Energy | $554,040 | $60,376 ▲ | 12.2% | 1,716 | 0.2% | Energy |
QQQ Invesco QQQ | $533,988 | $361,876 ▲ | 210.3% | 968 | 0.2% | Finance |
ONB Old National Bancorp | $531,278 | $320 ▲ | 0.1% | 24,896 | 0.2% | Finance |
DIMENSIONAL GLOBAL
| $518,496 | $218,363 ▼ | -29.6% | 9,562 | 0.2% | UIE |
DFNM Dimensional National Municipal Bond ETF | $517,432 | $844,378 ▼ | -62.0% | 10,909 | 0.2% | ETF |
XOM Exxon Mobil | $505,626 | $14,982 ▼ | -2.9% | 4,691 | 0.2% | Energy |
JPM JPMorgan Chase & Co. | $504,582 | $167,904 ▼ | -25.0% | 1,740 | 0.2% | Finance |
LINDE PLC F
| $495,454 | | 0.0% | 1,056 | 0.1% | FGO |
CGDV Capital Group Dividend Value ETF | $491,733 | $30,210 ▲ | 6.5% | 12,452 | 0.1% | ETF |
SUPER MICRO COMPUTER INC
| $463,487 | $453,195 ▲ | 4,403.3% | 9,457 | 0.1% | COM |
SPY SPDR S&P 500 ETF Trust | $407,463 | $12,965 ▼ | -3.1% | 660 | 0.1% | Finance |
IHI iShares U.S. Medical Devices ETF | $407,342 | $4,197 ▲ | 1.0% | 6,503 | 0.1% | ETF |
DIMENSIONAL US LRGE CP
| $403,251 | $753,236 ▼ | -65.1% | 5,852 | 0.1% | UIE |
FI Fiserv | $376,026 | $376,026 ▲ | New Holding | 2,181 | 0.1% | Business Services |
IXUS iShares Core MSCI Total International Stock ETF | $367,316 | $484,526 ▼ | -56.9% | 4,754 | 0.1% | Manufacturing |
AGG iShares Core U.S. Aggregate Bond ETF | $364,439 | $17,756 ▼ | -4.6% | 3,674 | 0.1% | Finance |
HOOD Robinhood Markets | $360,382 | $360,007 ▲ | 96,125.0% | 3,849 | 0.1% | Finance |
UPS United Parcel Service | $359,446 | $33,209 ▼ | -8.5% | 3,561 | 0.1% | Transportation |
SOXX iShares Semiconductor ETF | $350,889 | $337,283 ▲ | 2,478.9% | 1,470 | 0.1% | ETF |
GOOGL Alphabet | $347,104 | $42,463 ▲ | 13.9% | 1,970 | 0.1% | Computer and Technology |
CVX Chevron | $335,493 | $176,839 ▼ | -34.5% | 2,343 | 0.1% | Energy |
