AVUS Avantis U.S. Equity ETF | $51,885,702 | $41,707 ▲ | 0.1% | 579,728 | 15.0% | ETF |
AVDE Avantis International Equity ETF | $46,734,436 | $188,798 ▲ | 0.4% | 733,204 | 13.6% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $42,774,513 | $131,850 ▼ | -0.3% | 456,456 | 12.4% | ETF |
AVDV Avantis International Small Cap Value ETF | $18,479,212 | $292,419 ▲ | 1.6% | 280,583 | 5.4% | ETF |
AAPL Apple | $17,263,186 | $1,240,140 ▲ | 7.7% | 100,672 | 5.0% | Computer and Technology |
DFUV Dimensional US Marketwide Value ETF | $15,199,805 | $106,995 ▼ | -0.7% | 371,633 | 4.4% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $9,237,356 | $49,440 ▼ | -0.5% | 159,375 | 2.7% | ETF |
VUG Vanguard Growth ETF | $7,909,001 | $7,630,888 ▲ | 2,743.8% | 22,978 | 2.3% | ETF |
DFIV Dimensional International Value ETF | $5,938,780 | $740,179 ▲ | 14.2% | 161,600 | 1.7% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $4,918,019 | $103,029 ▼ | -2.1% | 64,728 | 1.4% | ETF |
VOO Vanguard S&P 500 ETF | $4,545,369 | $322,540 ▲ | 7.6% | 9,456 | 1.3% | ETF |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | $4,425,939 | $20,821 ▼ | -0.5% | 194,718 | 1.3% | ETF |
MSFT Microsoft | $4,108,362 | $167,448 ▲ | 4.2% | 9,765 | 1.2% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,997,460 | $24,015 ▼ | -0.6% | 43,113 | 1.2% | ETF |
DFAI Dimensional International Core Equity Market ETF | $3,801,737 | $236,048 ▲ | 6.6% | 125,802 | 1.1% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $3,774,166 | $859,407 ▲ | 29.5% | 164,452 | 1.1% | ETF |
AMZN Amazon.com | $3,075,453 | $294,575 ▲ | 10.6% | 17,049 | 0.9% | Retail/Wholesale |
DFAC Dimensional U.S. Core Equity 2 ETF | $3,062,992 | $51,823 ▼ | -1.7% | 95,868 | 0.9% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,946,938 | $161,565 ▼ | -5.2% | 15,358 | 0.9% | ETF |
MQ Marqeta | $2,944,598 | | 0.0% | 494,060 | 0.9% | Business Services |
VTV Vanguard Value ETF | $2,886,543 | $2,886,543 ▲ | New Holding | 17,724 | 0.8% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $2,609,861 | $372,410 ▲ | 16.6% | 47,949 | 0.8% | ETF |
VTI Vanguard Total Stock Market ETF | $2,582,726 | $610,529 ▼ | -19.1% | 9,937 | 0.7% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $2,494,969 | $2,494,969 ▲ | New Holding | 30,602 | 0.7% | ETF |
IBHD iShares iBonds 2024 Term High Yield and Income ETF | $2,481,198 | $141,731 ▼ | -5.4% | 106,421 | 0.7% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $2,355,458 | $353,822 ▲ | 17.7% | 40,915 | 0.7% | Manufacturing |
DFUS Dimensional U.S. Equity ETF | $2,341,893 | $59,431 ▲ | 2.6% | 41,100 | 0.7% | ETF |
META Meta Platforms | $2,323,969 | $124,308 ▲ | 5.7% | 4,786 | 0.7% | Computer and Technology |
NVDA NVIDIA | $2,068,300 | $1,082,492 ▲ | 109.8% | 2,289 | 0.6% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $1,776,405 | $188,733 ▼ | -9.6% | 3,379 | 0.5% | ETF |
CRM Salesforce | $1,759,908 | $10,250 ▼ | -0.6% | 5,838 | 0.5% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $1,671,036 | $1,359,852 ▲ | 437.0% | 40,006 | 0.5% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $1,491,613 | $380,807 ▲ | 34.3% | 23,212 | 0.4% | ETF |
SNOW Snowflake | $1,489,305 | $1,610,343 ▼ | -52.0% | 9,216 | 0.4% | Computer and Technology |
GOOGL Alphabet | $1,471,417 | $371,137 ▲ | 33.7% | 9,749 | 0.4% | Computer and Technology |
SOXX iShares Semiconductor ETF | $1,387,375 | $921,528 ▲ | 197.8% | 6,141 | 0.4% | ETF |
V Visa | $1,372,473 | $39,070 ▲ | 2.9% | 4,918 | 0.4% | Business Services |
VOT Vanguard Mid-Cap Growth ETF | $1,327,088 | $1,327,088 ▲ | New Holding | 5,628 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,286,672 | $1,286,672 ▲ | New Holding | 8,253 | 0.4% | ETF |
IWY iShares Russell Top 200 Growth ETF | $1,215,668 | $235,486 ▲ | 24.0% | 6,231 | 0.4% | ETF |
XOM Exxon Mobil | $1,109,113 | $1,162 ▲ | 0.1% | 9,542 | 0.3% | Oils/Energy |
DFAE Dimensional Emerging Core Equity Market ETF | $1,081,868 | $124 ▲ | 0.0% | 43,765 | 0.3% | ETF |
CDNS Cadence Design Systems | $1,072,671 | $1,072,671 ▲ | New Holding | 3,446 | 0.3% | Computer and Technology |
JPM JPMorgan Chase & Co. | $1,028,785 | $124,191 ▼ | -10.8% | 5,136 | 0.3% | Finance |
VB Vanguard Small-Cap ETF | $1,028,426 | $8,686 ▼ | -0.8% | 4,499 | 0.3% | ETF |
DISV Dimensional International Small Cap Value ETF | $1,016,835 | $27 ▲ | 0.0% | 37,397 | 0.3% | ETF |
GILD Gilead Sciences | $987,850 | $1,685 ▲ | 0.2% | 13,486 | 0.3% | Medical |
VBK Vanguard Small-Cap Growth ETF | $963,251 | $963,251 ▲ | New Holding | 3,695 | 0.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $962,487 | $633,816 ▲ | 192.8% | 12,765 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $952,201 | $17,837 ▼ | -1.8% | 1,815 | 0.3% | Finance |
BRK.B Berkshire Hathaway | $934,396 | $510,512 ▲ | 120.4% | 2,222 | 0.3% | Finance |
AVGE Avantis All Equity Markets ETF | $860,595 | $46,570 ▲ | 5.7% | 12,326 | 0.2% | ETF |
GOOG Alphabet | $847,355 | $384,774 ▲ | 83.2% | 5,565 | 0.2% | Computer and Technology |
CMF iShares California Muni Bond ETF | $846,799 | $846,799 ▲ | New Holding | 14,717 | 0.2% | ETF |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $801,887 | | 0.0% | 34,298 | 0.2% | ETF |
DFSV Dimensional US Small Cap Value ETF | $781,513 | $240,046 ▲ | 44.3% | 25,964 | 0.2% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $766,785 | $499 ▲ | 0.1% | 12,300 | 0.2% | ETF |
TSLA Tesla | $760,292 | $10,196 ▼ | -1.3% | 4,325 | 0.2% | Auto/Tires/Trucks |
MA Mastercard | $744,765 | $329,026 ▲ | 79.1% | 1,546 | 0.2% | Business Services |
VHT Vanguard Health Care ETF | $728,460 | $93,593 ▲ | 14.7% | 2,693 | 0.2% | ETF |
INTC Intel | $689,185 | $2,032 ▲ | 0.3% | 15,603 | 0.2% | Computer and Technology |
GRAYSCALE BITCOIN TR BTC
| $685,141 | $685,141 ▲ | New Holding | 10,846 | 0.2% | SHS REP COM UT |
DFLV Dimensional US Large Cap Value ETF | $672,106 | $672,106 ▲ | New Holding | 22,411 | 0.2% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $666,411 | $666,411 ▲ | New Holding | 28,899 | 0.2% | ETF |
IFRA iShares U.S. Infrastructure ETF | $664,413 | $6,287 ▼ | -0.9% | 15,323 | 0.2% | ETF |
PSA Public Storage | $641,903 | | 0.0% | 2,213 | 0.2% | Finance |
JNJ Johnson & Johnson | $641,460 | $5,853 ▲ | 0.9% | 4,055 | 0.2% | Medical |
PRCH Porch Group | $627,752 | | 0.0% | 145,650 | 0.2% | Computer and Technology |
ASML ASML | $603,633 | $267,850 ▲ | 79.8% | 622 | 0.2% | Computer and Technology |
NVO Novo Nordisk A/S | $580,171 | $31,298 ▲ | 5.7% | 4,486 | 0.2% | Medical |
ADBE Adobe | $578,272 | $39,359 ▲ | 7.3% | 1,146 | 0.2% | Computer and Technology |
GWX SPDR S&P International Small Cap ETF | $555,863 | | 0.0% | 17,114 | 0.2% | ETF |
PAVE Global X U.S. Infrastructure Development ETF | $540,182 | $181,852 ▲ | 50.7% | 13,569 | 0.2% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $537,081 | $251,619 ▲ | 88.1% | 23,170 | 0.2% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $518,762 | $54,329 ▲ | 11.7% | 19,393 | 0.2% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $517,946 | | 0.0% | 9,082 | 0.2% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $510,133 | $510,133 ▲ | New Holding | 9,948 | 0.1% | Manufacturing |
QQQ Invesco QQQ | $507,714 | $8,002 ▼ | -1.6% | 1,142 | 0.1% | Finance |
VNQ Vanguard Real Estate ETF | $503,660 | $11,934 ▲ | 2.4% | 5,824 | 0.1% | ETF |
GLD SPDR Gold Shares | $476,653 | | 0.0% | 2,317 | 0.1% | Finance |
COST Costco Wholesale | $473,187 | $732 ▲ | 0.2% | 646 | 0.1% | Retail/Wholesale |
IAU iShares Gold Trust | $472,613 | | 0.0% | 11,250 | 0.1% | Finance |
VXUS Vanguard Total International Stock ETF | $465,878 | | 0.0% | 7,726 | 0.1% | ETF |
ITB iShares U.S. Home Construction ETF | $437,148 | $437,148 ▲ | New Holding | 3,776 | 0.1% | ETF |
ABBV AbbVie | $428,481 | $7,648 ▲ | 1.8% | 2,353 | 0.1% | Medical |
AVIV Avantis International Large Cap Value ETF | $424,109 | | 0.0% | 7,842 | 0.1% | ETF |
HD Home Depot | $413,499 | $74,798 ▲ | 22.1% | 1,078 | 0.1% | Retail/Wholesale |
AVRE Avantis Real Estate ETF | $387,930 | $23,931 ▲ | 6.6% | 9,175 | 0.1% | ETF |
NFLX Netflix | $383,840 | $383,840 ▲ | New Holding | 632 | 0.1% | Consumer Discretionary |
VGT Vanguard Information Technology ETF | $375,427 | $375,427 ▲ | New Holding | 716 | 0.1% | ETF |
COP ConocoPhillips | $374,458 | | 0.0% | 2,942 | 0.1% | Oils/Energy |
FNDB Schwab Fundamental U.S. Broad Market Index ETF | $366,086 | | 0.0% | 5,525 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $360,909 | $360,909 ▲ | New Holding | 3,685 | 0.1% | Finance |
UNH UnitedHealth Group | $357,976 | $24,228 ▲ | 7.3% | 724 | 0.1% | Medical |
DFIS Dimensional International Small Cap ETF | $357,832 | | 0.0% | 14,279 | 0.1% | ETF |
CSCO Cisco Systems | $351,658 | $5,839 ▼ | -1.6% | 7,046 | 0.1% | Computer and Technology |
BAC Bank of America | $347,074 | $347,074 ▲ | New Holding | 9,153 | 0.1% | Finance |
CVX Chevron | $346,713 | $5,205 ▲ | 1.5% | 2,198 | 0.1% | Oils/Energy |
T AT&T | $340,764 | $340,764 ▲ | New Holding | 19,361 | 0.1% | Computer and Technology |
CMCSA Comcast | $339,778 | $14,696 ▲ | 4.5% | 7,838 | 0.1% | Consumer Discretionary |
