BSV Vanguard Short-Term Bond ETF | $473,238,797 | $11,557,042 ▲ | 2.5% | 6,013,964 | 12.7% | ETF |
DFCF Dimensional Core Fixed Income ETF | $452,779,150 | $9,185,735 ▲ | 2.1% | 10,483,426 | 12.2% | ETF |
VTI Vanguard Total Stock Market ETF | $358,119,060 | $5,059,504 ▼ | -1.4% | 1,264,723 | 9.6% | ETF |
IVV iShares Core S&P 500 ETF | $351,466,610 | $3,539,366 ▼ | -1.0% | 609,318 | 9.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $273,502,736 | $5,448,249 ▲ | 2.0% | 5,178,995 | 7.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $248,814,458 | $3,022,437 ▲ | 1.2% | 1,021,951 | 6.7% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $215,588,418 | $3,654,735 ▲ | 1.7% | 2,246,883 | 5.8% | ETF |
VUG Vanguard Growth ETF | $161,668,519 | $4,127,627 ▼ | -2.5% | 421,089 | 4.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $135,797,956 | $443,324 ▲ | 0.3% | 1,739,884 | 3.6% | ETF |
DFNM Dimensional National Municipal Bond ETF | $126,745,221 | $980,654 ▲ | 0.8% | 2,611,150 | 3.4% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $124,923,960 | $5,745,331 ▲ | 4.8% | 4,437,796 | 3.4% | ETF |
SCHF Schwab International Equity ETF | $85,692,177 | $833,831 ▼ | -1.0% | 2,083,954 | 2.3% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $82,644,842 | $459,170 ▼ | -0.6% | 1,485,616 | 2.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $76,018,032 | $585,953 ▼ | -0.8% | 1,823,412 | 2.0% | ETF |
VV Vanguard Large-Cap ETF | $66,169,064 | $1,070,275 ▼ | -1.6% | 251,316 | 1.8% | ETF |
DFLV Dimensional US Large Cap Value ETF | $63,410,388 | $4,516,745 ▲ | 7.7% | 2,058,111 | 1.7% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $55,544,510 | $354,930 ▼ | -0.6% | 1,973,863 | 1.5% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $43,168,758 | $578,354 ▼ | -1.3% | 343,646 | 1.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $37,866,186 | $1,207,911 ▲ | 3.3% | 356,589 | 1.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $28,397,522 | $128,432 ▼ | -0.5% | 242,114 | 0.8% | ETF |
SCHB Schwab US Broad Market ETF | $26,279,377 | $343,443 ▼ | -1.3% | 395,060 | 0.7% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $25,104,098 | $405,236 ▼ | -1.6% | 388,608 | 0.7% | ETF |
PG Procter & Gamble | $21,282,533 | $782,174 ▲ | 3.8% | 122,878 | 0.6% | Consumer Staples |
DFSV Dimensional US Small Cap Value ETF | $20,273,242 | $460,152 ▼ | -2.2% | 658,222 | 0.5% | ETF |
IWV iShares Russell 3000 ETF | $19,845,215 | $308,433 ▼ | -1.5% | 60,739 | 0.5% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $10,249,089 | $116,791 ▲ | 1.2% | 379,455 | 0.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $9,430,348 | $518,403 ▼ | -5.2% | 25,122 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $6,861,660 | $1,006,384 ▲ | 17.2% | 11,959 | 0.2% | Finance |
SCHX Schwab US Large-Cap ETF | $6,477,458 | $92,276 ▼ | -1.4% | 95,467 | 0.2% | ETF |
EMR Emerson Electric | $5,895,633 | $107,183 ▲ | 1.9% | 53,905 | 0.2% | Industrial Products |
AVDV Avantis International Small Cap Value ETF | $5,744,773 | $108,125 ▲ | 1.9% | 81,290 | 0.2% | ETF |
VBR Vanguard Small-Cap Value ETF | $5,064,773 | $28,110 ▼ | -0.6% | 25,225 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $4,664,344 | $203,734 ▼ | -4.2% | 5,632 | 0.1% | Finance |
AAPL Apple | $4,159,703 | $574,106 ▲ | 16.0% | 17,853 | 0.1% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $3,780,801 | $42,800 ▼ | -1.1% | 39,486 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $3,761,268 | $10,450 ▼ | -0.3% | 19,076 | 0.1% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $3,603,523 | $803,498 ▼ | -18.2% | 61,056 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $3,508,599 | $324,001 ▼ | -8.5% | 6,649 | 0.1% | ETF |
MSFT Microsoft | $3,243,601 | $1,038,314 ▲ | 47.1% | 7,538 | 0.1% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $3,203,933 | $76,464 ▲ | 2.4% | 66,958 | 0.1% | ETF |
VXUS Vanguard Total International Stock ETF | $2,902,960 | $303,697 ▲ | 11.7% | 44,840 | 0.1% | ETF |
DFSI Dimensional International Sustainability Core 1 ETF | $2,617,937 | $631,738 ▲ | 31.8% | 73,258 | 0.1% | ETF |
DFSU Dimensional US Sustainability Core 1 ETF | $2,601,612 | $633,886 ▲ | 32.2% | 69,973 | 0.1% | ETF |
VTV Vanguard Value ETF | $2,395,080 | $20,948 ▼ | -0.9% | 13,720 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $2,129,274 | $13,104 ▼ | -0.6% | 33,798 | 0.1% | ETF |
QYLD Global X Nasdaq 100 Covered Call ETF | $2,023,565 | $2,023,565 ▲ | New Holding | 112,171 | 0.1% | Manufacturing |
VNQ Vanguard Real Estate ETF | $2,017,471 | $39,650 ▲ | 2.0% | 20,709 | 0.1% | ETF |
NVDA NVIDIA | $2,000,117 | $422,611 ▲ | 26.8% | 16,470 | 0.1% | Computer and Technology |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,922,466 | | 0.0% | 18,200 | 0.1% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,775,144 | | 0.0% | 6,639 | 0.0% | ETF |
VO Vanguard Mid-Cap ETF | $1,556,333 | $41,157 ▲ | 2.7% | 5,899 | 0.0% | ETF |
DFUS Dimensional U.S. Equity ETF | $1,481,728 | | 0.0% | 23,822 | 0.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $1,440,098 | $5,595 ▲ | 0.4% | 31,402 | 0.0% | Finance |
DIMENSIONAL ETF TRUST
| $1,413,006 | $344,637 ▲ | 32.3% | 22,308 | 0.0% | US CORE EQUITY 1 |
IWB iShares Russell 1000 ETF | $1,371,998 | $25,780 ▲ | 1.9% | 4,364 | 0.0% | ETF |
AMZN Amazon.com | $1,293,384 | $252,863 ▲ | 24.3% | 6,941 | 0.0% | Retail/Wholesale |
ACN Accenture | $1,197,590 | $353 ▲ | 0.0% | 3,388 | 0.0% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $1,188,717 | $286,684 ▲ | 31.8% | 14,214 | 0.0% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $1,173,384 | $19,971 ▼ | -1.7% | 8,872 | 0.0% | ETF |
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | $1,129,450 | $190,066 ▲ | 20.2% | 31,887 | 0.0% | ETF |
BND Vanguard Total Bond Market ETF | $1,126,062 | $345,886 ▲ | 44.3% | 14,992 | 0.0% | ETF |
GOOGL Alphabet | $1,097,098 | $244,961 ▲ | 28.7% | 6,615 | 0.0% | Computer and Technology |
AVDE Avantis International Equity ETF | $1,051,644 | $101,484 ▲ | 10.7% | 15,689 | 0.0% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,024,631 | $43,594 ▲ | 4.4% | 6,111 | 0.0% | ETF |
QQQ Invesco QQQ | $938,322 | | 0.0% | 1,923 | 0.0% | Finance |
VB Vanguard Small-Cap ETF | $889,083 | $52,425 ▲ | 6.3% | 3,748 | 0.0% | ETF |
SCZ iShares MSCI EAFE Small-Cap ETF | $887,965 | | 0.0% | 13,116 | 0.0% | ETF |
ESGV Vanguard ESG US Stock ETF | $879,925 | $2,440 ▲ | 0.3% | 8,656 | 0.0% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $830,087 | $2,022 ▲ | 0.2% | 9,030 | 0.0% | ETF |
AVUS Avantis U.S. Equity ETF | $805,635 | $92,962 ▼ | -10.3% | 8,467 | 0.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $801,248 | $25,676 ▲ | 3.3% | 12,857 | 0.0% | ETF |
XOM Exxon Mobil | $800,910 | $329,600 ▲ | 69.9% | 6,833 | 0.0% | Oils/Energy |
JNJ Johnson & Johnson | $793,932 | $168,218 ▲ | 26.9% | 4,899 | 0.0% | Medical |
HD Home Depot | $771,906 | $192,470 ▲ | 33.2% | 1,905 | 0.0% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $752,175 | $5,614 ▲ | 0.8% | 6,431 | 0.0% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $735,431 | $92,855 ▼ | -11.2% | 1,291 | 0.0% | ETF |
AVGO Broadcom | $652,395 | $615,825 ▲ | 1,684.0% | 3,782 | 0.0% | Computer and Technology |
VSGX Vanguard ESG International Stock ETF | $650,407 | | 0.0% | 10,574 | 0.0% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $642,290 | $70,588 ▲ | 12.3% | 5,687 | 0.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $635,173 | $20,151 ▲ | 3.3% | 11,064 | 0.0% | ETF |
UNH UnitedHealth Group | $632,624 | $197,037 ▲ | 45.2% | 1,082 | 0.0% | Medical |
CINF Cincinnati Financial | $556,322 | | 0.0% | 4,087 | 0.0% | Finance |
AVLV Avantis U.S. Large Cap Value ETF | $556,273 | $6,978 ▲ | 1.3% | 8,450 | 0.0% | ETF |
V Visa | $552,375 | $39,868 ▲ | 7.8% | 2,009 | 0.0% | Business Services |
PIPR Piper Sandler Companies | $551,727 | | 0.0% | 1,944 | 0.0% | Finance |
RPM RPM International | $535,788 | | 0.0% | 4,428 | 0.0% | Construction |
SDY SPDR S&P Dividend ETF | $522,281 | $37,499 ▼ | -6.7% | 3,677 | 0.0% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $516,734 | $130,434 ▲ | 33.8% | 4,960 | 0.0% | ETF |
ELV Elevance Health | $513,240 | $96,720 ▲ | 23.2% | 987 | 0.0% | Medical |
GOOG Alphabet | $504,412 | $29,593 ▲ | 6.2% | 3,017 | 0.0% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $498,507 | | 0.0% | 2,626 | 0.0% | ETF |
JPM JPMorgan Chase & Co. | $487,930 | $276,227 ▲ | 130.5% | 2,314 | 0.0% | Finance |
MUB iShares National Muni Bond ETF | $482,558 | $165,995 ▼ | -25.6% | 4,442 | 0.0% | ETF |
INTU Intuit | $471,339 | $16,146 ▼ | -3.3% | 759 | 0.0% | Computer and Technology |
COST Costco Wholesale | $464,536 | $464,536 ▲ | New Holding | 524 | 0.0% | Retail/Wholesale |
IWN iShares Russell 2000 Value ETF | $456,733 | $500 ▼ | -0.1% | 2,738 | 0.0% | ETF |
ABBV AbbVie | $445,515 | $113,156 ▲ | 34.0% | 2,256 | 0.0% | Medical |
GE General Electric | $437,506 | $2,829 ▲ | 0.7% | 2,320 | 0.0% | Transportation |
SPYV SPDR Portfolio S&P 500 Value ETF | $427,387 | $16,334 ▼ | -3.7% | 8,085 | 0.0% | ETF |
IWM iShares Russell 2000 ETF | $417,261 | $62,512 ▲ | 17.6% | 1,889 | 0.0% | Finance |
