DFIC Dimensional International Core Equity 2 ETF | $98,377,694 | $4,659,646 ▲ | 5.0% | 3,806,450 | 10.9% | ETF |
SCHB Schwab US Broad Market ETF | $92,004,895 | $60,497,022 ▲ | 192.0% | 4,053,079 | 10.2% | ETF |
FBND Fidelity Total Bond ETF | $77,959,290 | $6,615,498 ▲ | 9.3% | 1,737,448 | 8.6% | ETF |
IVV iShares Core S&P 500 ETF | $76,636,741 | $1,444,032 ▲ | 1.9% | 130,184 | 8.5% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $53,757,337 | $35,528,732 ▲ | 194.9% | 1,939,998 | 5.9% | ETF |
DFLV Dimensional US Large Cap Value ETF | $50,422,712 | $4,884,980 ▲ | 10.7% | 1,679,078 | 5.6% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $49,647,214 | $2,223,732 ▲ | 4.7% | 844,484 | 5.5% | ETF |
PKG Packaging Co. of America | $48,348,243 | $4,443,616 ▼ | -8.4% | 214,757 | 5.3% | Industrial Products |
VBK Vanguard Small-Cap Growth ETF | $38,873,854 | $194,642 ▲ | 0.5% | 138,805 | 4.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $37,856,635 | $1,592,769 ▲ | 4.4% | 607,553 | 4.2% | ETF |
SCHA Schwab US Small-Cap ETF | $28,297,200 | $14,022,067 ▲ | 98.2% | 1,094,246 | 3.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $22,758,430 | $690,973 ▲ | 3.1% | 197,522 | 2.5% | ETF |
DFGR Dimensional Global Real Estate ETF | $18,935,519 | $1,295,185 ▲ | 7.3% | 741,406 | 2.1% | ETF |
AAPL Apple | $17,481,585 | $110,686 ▼ | -0.6% | 69,809 | 1.9% | Computer and Technology |
DFAT Dimensional U.S. Targeted Value ETF | $17,378,889 | $1,361,499 ▲ | 8.5% | 312,233 | 1.9% | ETF |
BRK.B Berkshire Hathaway | $13,500,038 | $327,268 ▼ | -2.4% | 29,783 | 1.5% | Finance |
SCHZ Schwab U.S. Aggregate Bond ETF | $11,088,033 | $8,882,389 ▲ | 402.7% | 488,460 | 1.2% | ETF |
MSFT Microsoft | $10,481,695 | $111,696 ▼ | -1.1% | 24,868 | 1.2% | Computer and Technology |
WMT Walmart | $7,662,576 | $64,239 ▼ | -0.8% | 84,810 | 0.8% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $6,417,134 | $133,623 ▼ | -2.0% | 11,910 | 0.7% | ETF |
SCHF Schwab International Equity ETF | $5,446,935 | $2,697,651 ▲ | 98.1% | 294,429 | 0.6% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $4,735,581 | $4,735,581 ▲ | New Holding | 102,791 | 0.5% | ETF |
EFA iShares MSCI EAFE ETF | $4,643,405 | $28,127 ▼ | -0.6% | 61,413 | 0.5% | Finance |
JMUB JPMorgan Municipal ETF | $4,361,245 | $253,508 ▲ | 6.2% | 86,964 | 0.5% | ETF |
TSLA Tesla | $4,350,359 | $533,496 ▲ | 14.0% | 10,772 | 0.5% | Auto/Tires/Trucks |
IWB iShares Russell 1000 ETF | $4,098,520 | $39,304 ▼ | -0.9% | 12,722 | 0.5% | ETF |
DFUV Dimensional US Marketwide Value ETF | $4,007,173 | $6,629 ▼ | -0.2% | 97,927 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $3,978,515 | $5,786 ▼ | -0.1% | 83,198 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $3,684,115 | $2,443,614 ▲ | 197.0% | 158,935 | 0.4% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $3,447,808 | $45,758 ▼ | -1.3% | 78,288 | 0.4% | ETF |
CIVB Civista Bancshares | $3,025,005 | $17,547 ▼ | -0.6% | 143,774 | 0.3% | Finance |
SPY SPDR S&P 500 ETF Trust | $3,018,893 | $33,993 ▼ | -1.1% | 5,151 | 0.3% | Finance |
JPM JPMorgan Chase & Co. | $2,517,761 | $55,375 ▼ | -2.2% | 10,503 | 0.3% | Finance |
IWR iShares Russell Mid-Cap ETF | $2,509,146 | $20,332 ▼ | -0.8% | 28,384 | 0.3% | ETF |
SCHP Schwab U.S. TIPS ETF | $2,445,662 | $1,329,005 ▲ | 119.0% | 94,683 | 0.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $2,444,787 | $28,963 ▼ | -1.2% | 46,594 | 0.3% | ETF |
GLD SPDR Gold Shares | $2,440,670 | | 0.0% | 10,080 | 0.3% | Finance |
IWF iShares Russell 1000 Growth ETF | $2,016,183 | $23,691 ▼ | -1.2% | 5,021 | 0.2% | ETF |
AMZN Amazon.com | $1,916,313 | $18,867 ▼ | -1.0% | 8,735 | 0.2% | Retail/Wholesale |
PG Procter & Gamble | $1,855,232 | $6,371 ▼ | -0.3% | 11,066 | 0.2% | Consumer Staples |
IWD iShares Russell 1000 Value ETF | $1,787,060 | | 0.0% | 9,653 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $1,764,770 | $66,298 ▲ | 3.9% | 22,839 | 0.2% | ETF |
PRK Park National | $1,721,493 | $145,372 ▲ | 9.2% | 10,042 | 0.2% | Finance |
VO Vanguard Mid-Cap ETF | $1,703,377 | $153,196 ▲ | 9.9% | 6,449 | 0.2% | ETF |
ABBV AbbVie | $1,680,574 | $789,196 ▲ | 88.5% | 9,457 | 0.2% | Medical |
ET Energy Transfer | $1,674,455 | $28,758 ▲ | 1.7% | 85,475 | 0.2% | Oils/Energy |
NVDA NVIDIA | $1,631,668 | $36,125 ▼ | -2.2% | 12,150 | 0.2% | Computer and Technology |
LLY Eli Lilly and Company | $1,581,713 | $43,229 ▼ | -2.7% | 2,049 | 0.2% | Medical |
GOOGL Alphabet | $1,561,287 | $16,468 ▼ | -1.0% | 8,248 | 0.2% | Computer and Technology |
XOM Exxon Mobil | $1,435,215 | $161,142 ▲ | 12.6% | 13,342 | 0.2% | Oils/Energy |
VTI Vanguard Total Stock Market ETF | $1,398,485 | $31,876 ▲ | 2.3% | 4,826 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $1,359,690 | | 0.0% | 13,392 | 0.2% | ETF |
VUG Vanguard Growth ETF | $1,322,430 | $137,086 ▼ | -9.4% | 3,222 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $1,220,945 | $3,535 ▼ | -0.3% | 5,526 | 0.1% | Finance |
VTV Vanguard Value ETF | $1,216,421 | $3,217 ▲ | 0.3% | 7,185 | 0.1% | ETF |
ABT Abbott Laboratories | $1,086,143 | $124,754 ▲ | 13.0% | 9,603 | 0.1% | Medical |
TXN Texas Instruments | $1,085,870 | | 0.0% | 5,791 | 0.1% | Computer and Technology |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,050,147 | | 0.0% | 9,954 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $962,677 | $722,133 ▲ | 300.2% | 34,542 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $945,376 | $170,003 ▲ | 21.9% | 8,258 | 0.1% | ETF |
AMAT Applied Materials | $866,330 | $10,734 ▲ | 1.3% | 5,327 | 0.1% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $785,885 | $36,857 ▼ | -4.5% | 13,689 | 0.1% | ETF |
JAAA Janus Henderson AAA CLO ETF | $771,234 | $377,833 ▲ | 96.0% | 15,209 | 0.1% | ETF |
JNJ Johnson & Johnson | $752,977 | $73,317 ▼ | -8.9% | 5,207 | 0.1% | Medical |
ECL Ecolab | $744,435 | | 0.0% | 3,177 | 0.1% | Basic Materials |
UNH UnitedHealth Group | $690,387 | | 0.0% | 1,365 | 0.1% | Medical |
CAT Caterpillar | $681,275 | | 0.0% | 1,878 | 0.1% | Industrial Products |
BK Bank of New York Mellon | $649,214 | | 0.0% | 8,450 | 0.1% | Finance |
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund | $620,757 | $172,297 ▲ | 38.4% | 12,455 | 0.1% | ETF |
QQQ Invesco QQQ | $605,637 | $69,508 ▲ | 13.0% | 1,185 | 0.1% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $600,455 | $5,515 ▼ | -0.9% | 8,710 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $599,341 | $11,919 ▲ | 2.0% | 6,185 | 0.1% | Finance |
CINF Cincinnati Financial | $582,272 | | 0.0% | 4,052 | 0.1% | Finance |
DVY iShares Select Dividend ETF | $576,681 | | 0.0% | 4,392 | 0.1% | ETF |
GOOG Alphabet | $575,626 | $5,522 ▼ | -1.0% | 3,023 | 0.1% | Computer and Technology |
ETN Eaton | $560,860 | $46,462 ▼ | -7.7% | 1,690 | 0.1% | Industrial Products |
SPXL Direxion Daily S&P 500 Bull 3X | $546,925 | $7,254 ▼ | -1.3% | 3,242 | 0.1% | ETF |
MRK Merck & Co., Inc. | $537,194 | | 0.0% | 5,400 | 0.1% | Medical |
WOR Worthington Enterprises | $535,934 | $2,768 ▼ | -0.5% | 13,362 | 0.1% | Multi-Sector Conglomerates |
HD Home Depot | $513,274 | | 0.0% | 1,320 | 0.1% | Retail/Wholesale |
HBAN Huntington Bancshares | $504,722 | $521 ▲ | 0.1% | 31,022 | 0.1% | Finance |
IAGG iShares Core International Aggregate Bond ETF | $492,461 | $180,561 ▲ | 57.9% | 9,865 | 0.1% | ETF |
SCHH Schwab U.S. REIT ETF | $492,404 | $49,723 ▲ | 11.2% | 23,381 | 0.1% | ETF |
MCD McDonald's | $492,096 | $869 ▲ | 0.2% | 1,698 | 0.1% | Retail/Wholesale |
NFLX Netflix | $490,226 | $2,674 ▼ | -0.5% | 550 | 0.1% | Consumer Discretionary |
AEP American Electric Power | $486,011 | $31,540 ▲ | 6.9% | 5,270 | 0.1% | Utilities |
DGRO iShares Core Dividend Growth ETF | $471,827 | | 0.0% | 7,692 | 0.1% | ETF |
MTD Mettler-Toledo International | $464,998 | | 0.0% | 380 | 0.1% | Computer and Technology |
DIS Walt Disney | $456,855 | | 0.0% | 4,103 | 0.1% | Consumer Discretionary |
WYY WidePoint | $444,389 | $37,515 ▼ | -7.8% | 91,816 | 0.0% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $437,911 | $197,197 ▲ | 81.9% | 2,707 | 0.0% | ETF |
VHT Vanguard Health Care ETF | $432,795 | $3,044 ▼ | -0.7% | 1,706 | 0.0% | ETF |
IWV iShares Russell 3000 ETF | $411,796 | | 0.0% | 1,232 | 0.0% | ETF |
DE Deere & Company | $409,294 | | 0.0% | 966 | 0.0% | Industrial Products |
VIOO Vanguard S&P Small-Cap 600 ETF | $399,559 | | 0.0% | 3,768 | 0.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $390,230 | $5,153 ▲ | 1.3% | 1,969 | 0.0% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $379,904 | $932 ▼ | -0.2% | 14,266 | 0.0% | ETF |
CVX Chevron | $378,322 | $435 ▲ | 0.1% | 2,612 | 0.0% | Oils/Energy |
PRF Invesco FTSE RAFI US 1000 ETF | $372,697 | | 0.0% | 9,239 | 0.0% | ETF |
AMGN Amgen | $364,896 | | 0.0% | 1,400 | 0.0% | Medical |
