DFUS Dimensional U.S. Equity ETF | $151,613,836 | $8,312,249 ▲ | 5.8% | 2,506,843 | 8.0% | ETF |
VOO Vanguard S&P 500 ETF | $148,448,255 | $8,056,579 ▲ | 5.7% | 288,860 | 7.8% | ETF |
VTI Vanguard Total Stock Market ETF | $134,227,630 | $5,359,376 ▲ | 4.2% | 488,385 | 7.1% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $103,884,862 | $10,383,010 ▲ | 11.1% | 3,148,980 | 5.5% | ETF |
VXUS Vanguard Total International Stock ETF | $91,315,162 | $12,348,163 ▲ | 15.6% | 1,470,452 | 4.8% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $90,139,671 | $9,043,506 ▲ | 11.2% | 738,789 | 4.8% | ETF |
VT Vanguard Total World Stock ETF | $71,650,134 | $2,871,738 ▲ | 4.2% | 617,939 | 3.8% | ETF |
DFAI Dimensional International Core Equity Market ETF | $51,872,054 | $2,928,249 ▲ | 6.0% | 1,660,969 | 2.7% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $50,587,416 | $36,685,829 ▲ | 263.9% | 660,669 | 2.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $45,647,258 | $448,028 ▲ | 1.0% | 245,033 | 2.4% | ETF |
AAPL Apple | $44,364,294 | $825,214 ▲ | 1.9% | 199,722 | 2.3% | Computer and Technology |
SYK Stryker | $42,531,005 | $236,378 ▼ | -0.6% | 114,254 | 2.2% | Medical |
BND Vanguard Total Bond Market ETF | $42,240,222 | $1,054,595 ▲ | 2.6% | 575,088 | 2.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $37,004,461 | $957,654 ▲ | 2.7% | 286,946 | 2.0% | ETF |
BKLC BNY Mellon US Large Cap Core Equity ETF | $29,994,796 | $5,325,783 ▲ | 21.6% | 282,118 | 1.6% | ETF |
IAU iShares Gold Trust | $28,014,480 | $12,264 ▲ | 0.0% | 475,144 | 1.5% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $24,285,270 | $9,802,142 ▲ | 67.7% | 307,642 | 1.3% | ETF |
MSFT Microsoft | $23,060,723 | $754,163 ▲ | 3.4% | 61,431 | 1.2% | Computer and Technology |
VOOV Vanguard S&P 500 Value ETF | $20,070,303 | $314,778 ▼ | -1.5% | 108,966 | 1.1% | ETF |
DFSV Dimensional US Small Cap Value ETF | $19,645,003 | $963,996 ▲ | 5.2% | 697,869 | 1.0% | ETF |
VO Vanguard Mid-Cap ETF | $18,139,886 | $842,068 ▲ | 4.9% | 70,141 | 1.0% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $18,127,949 | $5,041,723 ▲ | 38.5% | 266,548 | 1.0% | ETF |
AVDE Avantis International Equity ETF | $17,261,082 | $1,824,612 ▲ | 11.8% | 260,466 | 0.9% | ETF |
DFAU Dimensional US Core Equity Market ETF | $17,175,300 | $1,230,042 ▲ | 7.7% | 446,808 | 0.9% | ETF |
NVDA NVIDIA | $17,155,962 | $4,439,774 ▲ | 34.9% | 158,295 | 0.9% | Computer and Technology |
IWN iShares Russell 2000 Value ETF | $15,589,331 | $4,529 ▲ | 0.0% | 103,254 | 0.8% | ETF |
ISHARES BITCOIN TR
| $14,557,068 | $707,299 ▲ | 5.1% | 310,982 | 0.8% | SHS |
AGG iShares Core U.S. Aggregate Bond ETF | $14,360,958 | $11,186,703 ▲ | 352.4% | 145,177 | 0.8% | Finance |
AVUS Avantis U.S. Equity ETF | $14,284,905 | $300,143 ▲ | 2.1% | 154,632 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $14,110,796 | $480,437 ▲ | 3.5% | 25,112 | 0.7% | ETF |
MGK Vanguard Mega Cap Growth ETF | $13,449,402 | $3,705,057 ▲ | 38.0% | 43,542 | 0.7% | ETF |
BRK.B Berkshire Hathaway | $13,147,805 | $64,442 ▼ | -0.5% | 24,687 | 0.7% | Finance |
AMZN Amazon.com | $11,011,408 | $543,379 ▲ | 5.2% | 57,876 | 0.6% | Retail/Wholesale |
SCHB Schwab US Broad Market ETF | $10,585,167 | $1,107,009 ▲ | 11.7% | 491,647 | 0.6% | ETF |
VTV Vanguard Value ETF | $10,309,833 | $336,844 ▲ | 3.4% | 59,684 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $9,726,007 | $327,682 ▲ | 3.5% | 214,892 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $9,338,043 | $60,411 ▲ | 0.7% | 16,694 | 0.5% | Finance |
SCHF Schwab International Equity ETF | $8,645,475 | $357,030 ▲ | 4.3% | 437,081 | 0.5% | ETF |
GOOGL Alphabet | $8,444,858 | $655,826 ▲ | 8.4% | 54,610 | 0.4% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $8,218,516 | $524,767 ▲ | 6.8% | 161,687 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $7,520,659 | $559,781 ▲ | 8.0% | 71,219 | 0.4% | ETF |
META Meta Platforms | $7,325,171 | $530,801 ▲ | 7.8% | 12,710 | 0.4% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $7,297,127 | $1,386,105 ▲ | 23.4% | 142,578 | 0.4% | ETF |
GLDM SPDR Gold MiniShares Trust | $6,454,448 | $11,573 ▼ | -0.2% | 104,289 | 0.3% | Finance |
MUB iShares National Muni Bond ETF | $6,224,819 | $1,442,199 ▲ | 30.2% | 59,037 | 0.3% | ETF |
MGC Vanguard Mega Cap ETF | $5,848,660 | $669,586 ▲ | 12.9% | 29,043 | 0.3% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $5,610,328 | $657,988 ▲ | 13.3% | 219,668 | 0.3% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $5,486,268 | $147,583 ▼ | -2.6% | 91,820 | 0.3% | ETF |
HFFG HF Foods Group | $5,442,489 | | 0.0% | 1,110,712 | 0.3% | Consumer Staples |
VUG Vanguard Growth ETF | $5,287,740 | $1,531,179 ▲ | 40.8% | 14,259 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $5,125,438 | $10,684 ▼ | -0.2% | 56,610 | 0.3% | ETF |
AMGN Amgen | $5,088,956 | $52,961 ▲ | 1.1% | 16,335 | 0.3% | Medical |
ABBV AbbVie | $5,073,272 | $1,107,094 ▲ | 27.9% | 24,214 | 0.3% | Medical |
JPM JPMorgan Chase & Co. | $4,767,479 | $1,733,473 ▲ | 57.1% | 19,436 | 0.3% | Finance |
IBM International Business Machines | $4,751,417 | $256,605 ▲ | 5.7% | 19,109 | 0.3% | Computer and Technology |
EMXC iShares MSCI Emerging Markets ex China ETF | $4,662,901 | $19,612 ▲ | 0.4% | 84,642 | 0.2% | Manufacturing |
IXUS iShares Core MSCI Total International Stock ETF | $4,502,039 | $388,422 ▲ | 9.4% | 64,490 | 0.2% | Manufacturing |
EFV iShares MSCI EAFE Value ETF | $4,177,909 | $273,659 ▼ | -6.1% | 70,884 | 0.2% | ETF |
VONE Vanguard Russell 1000 | $4,090,311 | $268,829 ▲ | 7.0% | 16,113 | 0.2% | ETF |
PG Procter & Gamble | $4,086,850 | $66,464 ▼ | -1.6% | 23,981 | 0.2% | Consumer Staples |
CSCO Cisco Systems | $3,956,233 | $781,435 ▲ | 24.6% | 64,110 | 0.2% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $3,868,809 | $13,774 ▲ | 0.4% | 19,943 | 0.2% | ETF |
MGV Vanguard Mega Cap Value ETF | $3,841,905 | $39,554 ▲ | 1.0% | 29,819 | 0.2% | ETF |
QQQ Invesco QQQ | $3,752,142 | $917,169 ▲ | 32.4% | 8,002 | 0.2% | Finance |
VYMI Vanguard International High Dividend Yield ETF | $3,687,288 | $293,433 ▲ | 8.6% | 50,038 | 0.2% | ETF |
AVGO Broadcom | $3,677,804 | $362,322 ▼ | -9.0% | 21,966 | 0.2% | Computer and Technology |
APO Apollo Global Management | $3,526,294 | $981,846 ▲ | 38.6% | 25,751 | 0.2% | Finance |
CAT Caterpillar | $3,458,000 | $437,651 ▲ | 14.5% | 10,485 | 0.2% | Industrials |
VONG Vanguard Russell 1000 Growth ETF | $3,447,669 | $66,344 ▲ | 2.0% | 37,156 | 0.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $3,445,767 | $1,660,077 ▲ | 93.0% | 39,529 | 0.2% | ETF |
IWV iShares Russell 3000 ETF | $3,288,639 | $163,590 ▼ | -4.7% | 10,353 | 0.2% | ETF |
AXP American Express | $3,228,078 | $686,619 ▲ | 27.0% | 11,998 | 0.2% | Finance |
XOM Exxon Mobil | $3,213,985 | $1,570,362 ▲ | 95.5% | 27,024 | 0.2% | Energy |
GS The Goldman Sachs Group | $3,142,670 | $607,007 ▲ | 23.9% | 5,752 | 0.2% | Finance |
KLAC KLA | $3,111,334 | $367,759 ▲ | 13.4% | 4,577 | 0.2% | Computer and Technology |
AIT Applied Industrial Technologies | $3,108,121 | | 0.0% | 13,793 | 0.2% | Industrials |
MU Micron Technology | $3,057,763 | $1,298,231 ▲ | 73.8% | 35,191 | 0.2% | Computer and Technology |
VGT Vanguard Information Technology ETF | $3,026,493 | $302,107 ▲ | 11.1% | 5,580 | 0.2% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $3,017,350 | $11,240 ▼ | -0.4% | 115,166 | 0.2% | ETF |
PEP PepsiCo | $2,965,852 | $68,673 ▼ | -2.3% | 19,780 | 0.2% | Consumer Staples |
JNJ Johnson & Johnson | $2,917,123 | $864,026 ▲ | 42.1% | 17,590 | 0.2% | Medical |
DFUV Dimensional US Marketwide Value ETF | $2,899,141 | $188,619 ▲ | 7.0% | 70,350 | 0.2% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $2,888,234 | $965 ▼ | 0.0% | 98,777 | 0.2% | ETF |
TSLA Tesla | $2,831,839 | $1,263,404 ▲ | 80.6% | 10,927 | 0.1% | Auto/Tires/Trucks |
ZTS Zoetis | $2,825,691 | $12,678 ▼ | -0.4% | 17,162 | 0.1% | Medical |
VONV Vanguard Russell 1000 Value | $2,691,109 | $28,393 ▲ | 1.1% | 32,604 | 0.1% | ETF |
HON Honeywell International | $2,660,932 | $15,458 ▼ | -0.6% | 12,566 | 0.1% | Multi-Sector Conglomerates |
BKIE BNY Mellon International Equity ETF | $2,638,952 | $39,376 ▲ | 1.5% | 34,113 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $2,575,505 | $1,074 ▲ | 0.0% | 19,179 | 0.1% | ETF |
CRM Salesforce | $2,527,159 | $641,384 ▲ | 34.0% | 9,417 | 0.1% | Computer and Technology |
WMT Walmart | $2,403,334 | $1,115,545 ▲ | 86.6% | 27,376 | 0.1% | Retail/Wholesale |
BRK.A Berkshire Hathaway | $2,395,326 | | 0.0% | 3 | 0.1% | Finance |
VOOG Vanguard S&P 500 Growth ETF | $2,324,528 | $799,485 ▲ | 52.4% | 6,949 | 0.1% | ETF |
GOOG Alphabet | $2,321,782 | $61,864 ▲ | 2.7% | 14,862 | 0.1% | Computer and Technology |
ICSH iShares Ultra Short-Term Bond Active ETF | $2,312,272 | $411,176 ▲ | 21.6% | 45,607 | 0.1% | ETF |
SDY SPDR S&P Dividend ETF | $2,276,329 | $2,035 ▲ | 0.1% | 16,777 | 0.1% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $2,243,478 | $1,372,471 ▲ | 157.6% | 96,868 | 0.1% | ETF |
MDT Medtronic | $2,207,802 | $2,207,802 ▲ | New Holding | 24,569 | 0.1% | Medical |
SCHX Schwab US Large-Cap ETF | $2,137,898 | $4,659 ▼ | -0.2% | 96,825 | 0.1% | ETF |
AMP Ameriprise Financial | $2,137,884 | $461,853 ▲ | 27.6% | 4,416 | 0.1% | Finance |
