DFUS Dimensional U.S. Equity ETF | $151,049,723 | $17,555,429 ▲ | 13.2% | 2,369,405 | 8.6% | ETF |
VOO Vanguard S&P 500 ETF | $147,193,496 | $11,036,966 ▲ | 8.1% | 273,183 | 8.4% | ETF |
VTI Vanguard Total Stock Market ETF | $135,887,379 | $1,557,727 ▼ | -1.1% | 468,885 | 7.8% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $98,036,629 | $12,089,515 ▲ | 14.1% | 2,834,248 | 5.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $85,489,648 | $398,851 ▼ | -0.5% | 664,668 | 4.9% | ETF |
VXUS Vanguard Total International Stock ETF | $74,935,905 | $5,389,148 ▲ | 7.7% | 1,271,609 | 4.3% | ETF |
VT Vanguard Total World Stock ETF | $69,685,777 | $5,773,784 ▲ | 9.0% | 593,172 | 4.0% | ETF |
AAPL Apple | $49,084,197 | $916,039 ▼ | -1.8% | 196,007 | 2.8% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $48,084,071 | $62,625 ▼ | -0.1% | 242,628 | 2.8% | ETF |
DFAI Dimensional International Core Equity Market ETF | $45,762,381 | $2,370,660 ▲ | 5.5% | 1,567,205 | 2.6% | ETF |
SYK Stryker | $41,365,549 | $14,684,196 ▲ | 55.0% | 114,889 | 2.4% | Medical |
BND Vanguard Total Bond Market ETF | $40,322,104 | $9,849,012 ▲ | 32.3% | 560,730 | 2.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $35,664,010 | $650,838 ▲ | 1.9% | 279,520 | 2.0% | ETF |
BKLC BNY Mellon US Large Cap Core Equity ETF | $26,000,805 | $3,894,753 ▲ | 17.6% | 232,026 | 1.5% | ETF |
MSFT Microsoft | $25,046,290 | $278,189 ▲ | 1.1% | 59,422 | 1.4% | Computer and Technology |
IAU iShares Gold Trust | $23,514,096 | $279,138 ▼ | -1.2% | 474,936 | 1.3% | Finance |
DFSV Dimensional US Small Cap Value ETF | $20,426,361 | $2,298,621 ▲ | 12.7% | 663,624 | 1.2% | ETF |
VOOV Vanguard S&P 500 Value ETF | $20,420,578 | $1,412,050 ▲ | 7.4% | 110,675 | 1.2% | ETF |
VO Vanguard Mid-Cap ETF | $17,666,332 | $2,319,589 ▲ | 15.1% | 66,885 | 1.0% | ETF |
IWN iShares Russell 2000 Value ETF | $16,946,364 | $299,283 ▼ | -1.7% | 103,224 | 1.0% | ETF |
DFAU Dimensional US Core Equity Market ETF | $16,795,615 | $90,536 ▲ | 0.5% | 414,809 | 1.0% | ETF |
NVDA NVIDIA | $15,756,138 | $5,892,202 ▲ | 59.7% | 117,330 | 0.9% | Computer and Technology |
ISHARES BITCOIN TR
| $15,696,008 | $1,147,418 ▲ | 7.9% | 295,872 | 0.9% | SHS |
AVUS Avantis U.S. Equity ETF | $14,673,572 | $719,415 ▲ | 5.2% | 151,383 | 0.8% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $14,312,486 | $11,160,650 ▲ | 354.1% | 183,470 | 0.8% | ETF |
AVDE Avantis International Equity ETF | $14,295,093 | $3,800,520 ▲ | 36.2% | 232,933 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $14,279,611 | $1,819,610 ▲ | 14.6% | 24,257 | 0.8% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $13,744,228 | $1,028,946 ▲ | 8.1% | 192,416 | 0.8% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $13,567,541 | $12,780,260 ▲ | 1,623.3% | 181,554 | 0.8% | ETF |
AMZN Amazon.com | $12,070,751 | $861,977 ▲ | 7.7% | 55,020 | 0.7% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $11,244,964 | $502,687 ▲ | 4.7% | 24,808 | 0.6% | Finance |
MGK Vanguard Mega Cap Growth ETF | $10,833,498 | $5,944,396 ▲ | 121.6% | 31,547 | 0.6% | ETF |
SCHB Schwab US Broad Market ETF | $9,993,228 | $6,601,596 ▲ | 194.6% | 440,230 | 0.6% | ETF |
VTV Vanguard Value ETF | $9,774,428 | $8,634 ▼ | -0.1% | 57,734 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $9,720,894 | $14,066 ▲ | 0.1% | 16,586 | 0.6% | Finance |
GOOGL Alphabet | $9,534,897 | $489,343 ▲ | 5.4% | 50,369 | 0.5% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $9,144,978 | $381,562 ▲ | 4.4% | 207,652 | 0.5% | ETF |
SCHF Schwab International Equity ETF | $7,752,075 | $3,909,994 ▲ | 101.8% | 419,031 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $7,238,182 | $18,219 ▼ | -0.3% | 151,363 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $6,953,075 | $1,101,324 ▲ | 18.8% | 65,918 | 0.4% | ETF |
META Meta Platforms | $6,902,766 | $404,598 ▲ | 6.2% | 11,789 | 0.4% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $6,316,424 | $1,215,650 ▲ | 23.8% | 115,495 | 0.4% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $6,136,355 | $122,024 ▼ | -1.9% | 94,290 | 0.4% | ETF |
AVGO Broadcom | $5,594,162 | $689,707 ▲ | 14.1% | 24,130 | 0.3% | Computer and Technology |
MGC Vanguard Mega Cap ETF | $5,469,229 | $230,312 ▲ | 4.4% | 25,718 | 0.3% | ETF |
GLDM SPDR Gold MiniShares Trust | $5,431,711 | $75,074 ▲ | 1.4% | 104,476 | 0.3% | Finance |
VNQ Vanguard Real Estate ETF | $5,053,316 | $90,416 ▲ | 1.8% | 56,728 | 0.3% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $4,845,701 | $205,219 ▼ | -4.1% | 193,905 | 0.3% | ETF |
MUB iShares National Muni Bond ETF | $4,832,969 | $486,184 ▲ | 11.2% | 45,359 | 0.3% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $4,673,660 | $170,897 ▲ | 3.8% | 84,286 | 0.3% | Manufacturing |
AMGN Amgen | $4,213,308 | $238,489 ▲ | 6.0% | 16,165 | 0.2% | Medical |
VUG Vanguard Growth ETF | $4,157,849 | $9,851 ▲ | 0.2% | 10,130 | 0.2% | ETF |
PG Procter & Gamble | $4,085,803 | $48,283 ▲ | 1.2% | 24,371 | 0.2% | Consumer Staples |
VONE Vanguard Russell 1000 | $4,015,179 | $4,534 ▲ | 0.1% | 15,054 | 0.2% | ETF |
IBM International Business Machines | $3,973,906 | $150,805 ▲ | 3.9% | 18,077 | 0.2% | Computer and Technology |
EFV iShares MSCI EAFE Value ETF | $3,962,934 | $18,312 ▲ | 0.5% | 75,527 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $3,897,358 | $112,504 ▲ | 3.0% | 58,926 | 0.2% | Manufacturing |
VIG Vanguard Dividend Appreciation ETF | $3,891,480 | $1,219,808 ▲ | 45.7% | 19,872 | 0.2% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $3,764,325 | $33,572 ▼ | -0.9% | 36,441 | 0.2% | ETF |
MGV Vanguard Mega Cap Value ETF | $3,686,323 | $21,235 ▼ | -0.6% | 29,512 | 0.2% | ETF |
IWV iShares Russell 3000 ETF | $3,632,745 | $1,003 ▲ | 0.0% | 10,868 | 0.2% | ETF |
HFFG HF Foods Group | $3,565,385 | | 0.0% | 1,110,712 | 0.2% | Consumer Staples |
ABBV AbbVie | $3,363,756 | $1,053,017 ▲ | 45.6% | 18,930 | 0.2% | Medical |
CAT Caterpillar | $3,322,128 | $266,989 ▲ | 8.7% | 9,158 | 0.2% | Industrial Products |
AIT Applied Industrial Technologies | $3,303,016 | $718,411 ▼ | -17.9% | 13,793 | 0.2% | Industrial Products |
SCHM Schwab U.S. Mid-Cap ETF | $3,203,135 | $2,202,278 ▲ | 220.0% | 115,595 | 0.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $3,126,280 | $462,059 ▲ | 17.3% | 46,056 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $3,123,374 | $65,912 ▲ | 2.2% | 5,023 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $3,109,374 | $848,055 ▲ | 37.5% | 32,089 | 0.2% | Finance |
QQQ Invesco QQQ | $3,090,732 | $328,192 ▲ | 11.9% | 6,046 | 0.2% | Finance |
PEP PepsiCo | $3,077,293 | $202,233 ▲ | 7.0% | 20,238 | 0.2% | Consumer Staples |
APO Apollo Global Management | $3,068,837 | $93,811 ▲ | 3.2% | 18,581 | 0.2% | Finance |
CSCO Cisco Systems | $3,045,633 | $433,991 ▲ | 16.6% | 51,447 | 0.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $2,964,986 | $388,811 ▲ | 15.1% | 12,369 | 0.2% | Finance |
SPTS SPDR Portfolio Short Term Treasury ETF | $2,866,482 | $2,263 ▲ | 0.1% | 98,810 | 0.2% | ETF |
HON Honeywell International | $2,855,103 | $29,592 ▲ | 1.0% | 12,639 | 0.2% | Multi-Sector Conglomerates |
ZTS Zoetis | $2,808,814 | $348,189 ▼ | -11.0% | 17,239 | 0.2% | Medical |
AXP American Express | $2,803,735 | $214,896 ▲ | 8.3% | 9,446 | 0.2% | Finance |
GOOG Alphabet | $2,754,916 | $168,159 ▲ | 6.5% | 14,466 | 0.2% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $2,691,445 | $6,424 ▲ | 0.2% | 65,773 | 0.2% | ETF |
GS The Goldman Sachs Group | $2,657,585 | $267,419 ▲ | 11.2% | 4,641 | 0.2% | Finance |
VONV Vanguard Russell 1000 Value | $2,621,119 | $19,825 ▼ | -0.8% | 32,260 | 0.2% | ETF |
KLAC KLA | $2,543,238 | $340,275 ▲ | 15.4% | 4,036 | 0.1% | Computer and Technology |
DVY iShares Select Dividend ETF | $2,517,017 | $6,696 ▼ | -0.3% | 19,171 | 0.1% | ETF |
TSLA Tesla | $2,444,041 | $115,498 ▼ | -4.5% | 6,052 | 0.1% | Auto/Tires/Trucks |
BKIE BNY Mellon International Equity ETF | $2,433,883 | $6,519 ▲ | 0.3% | 33,604 | 0.1% | ETF |
TIP iShares TIPS Bond ETF | $2,378,091 | $8,204 ▼ | -0.3% | 22,319 | 0.1% | ETF |
CRM Salesforce | $2,349,220 | $53,490 ▲ | 2.3% | 7,027 | 0.1% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $2,249,289 | $1,497,934 ▲ | 199.4% | 97,036 | 0.1% | ETF |
MRK Merck & Co., Inc. | $2,236,844 | $409,466 ▲ | 22.4% | 22,485 | 0.1% | Medical |
SDY SPDR S&P Dividend ETF | $2,214,277 | $2,214,277 ▲ | New Holding | 16,762 | 0.1% | ETF |
BRK.A Berkshire Hathaway | $2,042,760 | | 0.0% | 3 | 0.1% | Finance |
SCHD Schwab US Dividend Equity ETF | $2,041,574 | $2,041,574 ▲ | New Holding | 74,728 | 0.1% | ETF |
V Visa | $1,984,459 | $207,959 ▲ | 11.7% | 6,279 | 0.1% | Business Services |
AVUV Avantis U.S. Small Cap Value ETF | $1,977,415 | $532,073 ▲ | 36.8% | 20,485 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,969,265 | $574,337 ▲ | 41.2% | 2,551 | 0.1% | Medical |
BKNG Booking | $1,942,829 | $54,658 ▼ | -2.7% | 391 | 0.1% | Retail/Wholesale |
ICSH iShares Ultra Short-Term Bond Active ETF | $1,890,948 | $467,328 ▲ | 32.8% | 37,497 | 0.1% | ETF |
LOW Lowe's Companies | $1,873,307 | $5,676 ▲ | 0.3% | 7,591 | 0.1% | Retail/Wholesale |
VRTX Vertex Pharmaceuticals | $1,864,805 | $239,996 ▲ | 14.8% | 4,631 | 0.1% | Medical |
