AVUS Avantis U.S. Equity ETF | $65,711,137 | $3,021,776 ▲ | 4.8% | 651,767 | 12.3% | ETF |
AVDE Avantis International Equity ETF | $55,693,054 | $1,022,152 ▲ | 1.9% | 752,507 | 10.5% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $41,474,981 | $183,020 ▲ | 0.4% | 455,269 | 7.8% | ETF |
AVDV Avantis International Small Cap Value ETF | $23,955,390 | $800,807 ▲ | 3.5% | 302,162 | 4.5% | ETF |
AAPL Apple | $23,646,149 | $4,917,536 ▲ | 26.3% | 115,251 | 4.4% | Computer and Technology |
SCHQ Schwab Long-Term U.S. Treasury ETF | $18,443,263 | $1,737,144 ▼ | -8.6% | 578,340 | 3.5% | ETF |
VUG Vanguard Growth ETF | $18,137,021 | $635,241 ▲ | 3.6% | 41,371 | 3.4% | ETF |
BND Vanguard Total Bond Market ETF | $14,799,212 | $5,342,675 ▲ | 56.5% | 200,994 | 2.8% | ETF |
PRCT PROCEPT BioRobotics | $12,096,000 | | 0.0% | 210,000 | 2.3% | Medical |
AVEM Avantis Emerging Markets Equity ETF | $11,873,834 | $726,320 ▲ | 6.5% | 173,239 | 2.2% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $10,978,471 | $1,747,607 ▲ | 18.9% | 114,634 | 2.1% | ETF |
VTV Vanguard Value ETF | $10,046,115 | $780,310 ▲ | 8.4% | 56,841 | 1.9% | ETF |
DFIV Dimensional International Value ETF | $9,235,762 | $139,283 ▲ | 1.5% | 215,638 | 1.7% | ETF |
DFUV Dimensional US Marketwide Value ETF | $7,926,869 | $753,430 ▼ | -8.7% | 187,485 | 1.5% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $5,827,915 | $309,738 ▼ | -5.0% | 210,622 | 1.1% | ETF |
NVDA NVIDIA | $5,417,205 | $90,213 ▲ | 1.7% | 34,288 | 1.0% | Computer and Technology |
AVSF Avantis Short-Term Fixed Income ETF | $5,336,180 | $12,933 ▼ | -0.2% | 113,463 | 1.0% | ETF |
DFAI Dimensional International Core Equity Market ETF | $5,317,241 | $512,361 ▲ | 10.7% | 153,811 | 1.0% | ETF |
MSFT Microsoft | $5,205,867 | $633,697 ▲ | 13.9% | 10,466 | 1.0% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $5,071,252 | $89,747 ▼ | -1.7% | 8,928 | 1.0% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $4,961,234 | $209,260 ▲ | 4.4% | 55,051 | 0.9% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $4,599,657 | $411,119 ▲ | 9.8% | 128,339 | 0.9% | ETF |
META Meta Platforms | $4,031,873 | $76,017 ▲ | 1.9% | 5,463 | 0.8% | Computer and Technology |
DFUS Dimensional U.S. Equity ETF | $3,827,799 | $454,800 ▲ | 13.5% | 57,114 | 0.7% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $3,775,840 | $745,605 ▲ | 24.6% | 55,356 | 0.7% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $3,635,537 | $161,260 ▼ | -4.2% | 157,587 | 0.7% | ETF |
AMZN Amazon.com | $3,623,469 | $40,368 ▼ | -1.1% | 16,516 | 0.7% | Retail/Wholesale |
VWO Vanguard FTSE Emerging Markets ETF | $3,329,985 | $107,427 ▲ | 3.3% | 67,327 | 0.6% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $3,285,654 | $63,455 ▼ | -1.9% | 52,038 | 0.6% | Manufacturing |
VBR Vanguard Small-Cap Value ETF | $3,080,819 | $54,214 ▼ | -1.7% | 15,798 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $2,973,876 | $10,029 ▲ | 0.3% | 9,785 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,969,445 | $86,501 ▲ | 3.0% | 4,806 | 0.6% | Finance |
MQ Marqeta | $2,874,878 | | 0.0% | 493,118 | 0.5% | Business Services |
AVIV Avantis International Large Cap Value ETF | $2,708,878 | $107,043 ▼ | -3.8% | 43,527 | 0.5% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,669,750 | $89,864 ▲ | 3.5% | 9,388 | 0.5% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $2,538,793 | $56,923 ▲ | 2.3% | 32,826 | 0.5% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $2,475,837 | $20,535 ▼ | -0.8% | 84,760 | 0.5% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $2,426,872 | $273,094 ▼ | -10.1% | 44,975 | 0.5% | ETF |
VOE Vanguard Mid-Cap Value ETF | $2,378,142 | $94,073 ▲ | 4.1% | 14,460 | 0.4% | ETF |
GOOG Alphabet | $2,364,851 | $190,167 ▲ | 8.7% | 13,331 | 0.4% | Computer and Technology |
AVGE Avantis All Equity Markets ETF | $2,354,640 | $185,876 ▲ | 8.6% | 30,390 | 0.4% | ETF |
V Visa | $2,343,235 | $210,891 ▲ | 9.9% | 6,600 | 0.4% | Business Services |
SNOW Snowflake | $2,247,471 | $551,575 ▲ | 32.5% | 10,044 | 0.4% | Computer and Technology |
GOOGL Alphabet | $2,239,221 | $233,862 ▲ | 11.7% | 12,706 | 0.4% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $2,120,559 | $29,185 ▼ | -1.4% | 3,415 | 0.4% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,976,076 | $691,915 ▲ | 53.9% | 41,160 | 0.4% | ETF |
TSLA Tesla | $1,896,243 | $247,156 ▲ | 15.0% | 5,969 | 0.4% | Auto/Tires/Trucks |
GLD SPDR Gold Shares | $1,853,976 | $151,196 ▲ | 8.9% | 6,082 | 0.3% | Finance |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,736,812 | $127,732 ▲ | 7.9% | 32,919 | 0.3% | Manufacturing |
VBK Vanguard Small-Cap Growth ETF | $1,666,484 | $66,471 ▲ | 4.2% | 6,017 | 0.3% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $1,653,491 | $359,024 ▲ | 27.7% | 18,026 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $1,614,441 | $154,011 ▲ | 10.5% | 3,323 | 0.3% | Finance |
XOM Exxon Mobil | $1,512,733 | $44,197 ▼ | -2.8% | 14,033 | 0.3% | Energy |
JPM JPMorgan Chase & Co. | $1,472,099 | $169,880 ▲ | 13.0% | 5,078 | 0.3% | Finance |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $1,439,379 | $2,590 ▲ | 0.2% | 61,696 | 0.3% | ETF |
DFAU Dimensional US Core Equity Market ETF | $1,413,063 | $176,262 ▲ | 14.3% | 33,358 | 0.3% | ETF |
CRM Salesforce | $1,398,671 | $487,040 ▼ | -25.8% | 5,129 | 0.3% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $1,331,589 | $47,716 ▲ | 3.7% | 13,423 | 0.3% | Finance |
QQQ Invesco QQQ | $1,308,828 | $4,964 ▲ | 0.4% | 2,373 | 0.2% | Finance |
DFAE Dimensional Emerging Core Equity Market ETF | $1,308,189 | $20,786 ▲ | 1.6% | 45,188 | 0.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $1,298,104 | $190,831 ▲ | 17.2% | 41,753 | 0.2% | ETF |
PRCH Porch Group | $1,288,482 | | 0.0% | 109,286 | 0.2% | Computer and Technology |
IWY iShares Russell Top 200 Growth ETF | $1,238,466 | | 0.0% | 5,024 | 0.2% | ETF |
IBM International Business Machines | $1,224,410 | $89,900 ▲ | 7.9% | 4,154 | 0.2% | Computer and Technology |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,204,402 | $1,606 ▼ | -0.1% | 13,499 | 0.2% | Manufacturing |
CDNS Cadence Design Systems | $1,203,018 | $15,408 ▲ | 1.3% | 3,904 | 0.2% | Computer and Technology |
DISV Dimensional International Small Cap Value ETF | $1,202,478 | $1,251 ▲ | 0.1% | 36,538 | 0.2% | ETF |
DIMENSIONAL ETF TRUST
| $1,175,818 | $520,424 ▲ | 79.4% | 17,589 | 0.2% | US CORE EQUITY 1 |
AVSC Avantis U.S. Small Cap Equity ETF | $1,147,910 | $22,227 ▲ | 2.0% | 22,259 | 0.2% | ETF |
VXUS Vanguard Total International Stock ETF | $1,109,709 | $575,788 ▲ | 107.8% | 16,062 | 0.2% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $1,083,401 | | 0.0% | 46,638 | 0.2% | ETF |
COST Costco Wholesale | $1,073,260 | $11,881 ▲ | 1.1% | 1,084 | 0.2% | Retail/Wholesale |
TGT Target | $1,055,256 | $52,087 ▲ | 5.2% | 10,697 | 0.2% | Retail/Wholesale |
MA Mastercard | $1,009,956 | $20,233 ▲ | 2.0% | 1,797 | 0.2% | Business Services |
AVRE Avantis Real Estate ETF | $995,943 | $39,788 ▼ | -3.8% | 22,553 | 0.2% | ETF |
NFLX Netflix | $984,276 | $61,601 ▲ | 6.7% | 735 | 0.2% | Consumer Discretionary |
ORCL Oracle | $952,571 | $86,359 ▲ | 10.0% | 4,357 | 0.2% | Computer and Technology |
CMF iShares California Muni Bond ETF | $920,658 | $262,145 ▲ | 39.8% | 16,517 | 0.2% | ETF |
SOXX iShares Semiconductor ETF | $910,784 | $32,698 ▲ | 3.7% | 3,816 | 0.2% | ETF |
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | $882,395 | $113,986 ▲ | 14.8% | 42,484 | 0.2% | ETF |
GILD Gilead Sciences | $882,130 | $8,870 ▲ | 1.0% | 7,956 | 0.2% | Medical |
NEAR iShares Short Duration Bond Active ETF | $866,882 | $157,699 ▲ | 22.2% | 16,964 | 0.2% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $802,791 | $3,759 ▼ | -0.5% | 12,601 | 0.2% | ETF |
VHT Vanguard Health Care ETF | $797,899 | $497 ▲ | 0.1% | 3,213 | 0.1% | ETF |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $758,718 | $149,530 ▼ | -16.5% | 32,626 | 0.1% | ETF |
IFRA iShares U.S. Infrastructure ETF | $755,875 | $197 ▲ | 0.0% | 15,366 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $741,065 | | 0.0% | 1,117 | 0.1% | ETF |
BRK.A Berkshire Hathaway | $728,800 | | 0.0% | 1 | 0.1% | Finance |
VNQ Vanguard Real Estate ETF | $726,320 | $188,015 ▲ | 34.9% | 8,155 | 0.1% | ETF |
IAU iShares Gold Trust | $713,585 | | 0.0% | 11,443 | 0.1% | Finance |
AMERICAN CENTY ETF TR
| $692,246 | $17,605 ▲ | 2.6% | 11,128 | 0.1% | AVANTIS INTL SML |
VEA Vanguard FTSE Developed Markets ETF | $685,544 | $308,880 ▲ | 82.0% | 12,025 | 0.1% | ETF |
PSA Public Storage | $680,456 | $7,629 ▼ | -1.1% | 2,319 | 0.1% | Finance |
T AT&T | $679,824 | $19,303 ▲ | 2.9% | 23,491 | 0.1% | Computer and Technology |
AVES Avantis Emerging Markets Value ETF | $646,210 | $19,490 ▼ | -2.9% | 12,069 | 0.1% | ETF |
GWX SPDR S&P International Small Cap ETF | $640,185 | $3,420 ▲ | 0.5% | 17,219 | 0.1% | ETF |
DFCF Dimensional Core Fixed Income ETF | $628,992 | $315,299 ▲ | 100.5% | 14,884 | 0.1% | ETF |
AVGO Broadcom | $625,520 | $148,041 ▲ | 31.0% | 2,269 | 0.1% | Computer and Technology |
VB Vanguard Small-Cap ETF | $605,464 | $711 ▲ | 0.1% | 2,555 | 0.1% | ETF |
AVIG Avantis Core Fixed Income ETF | $603,865 | $603,865 ▲ | New Holding | 14,509 | 0.1% | ETF |
