VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $12,121,960 | – | 245,284 | – | 7.88% | – |
---|
VUG | New | VANGUARD INDEX FDSgrowth etf | $10,438,113 | – | 27,875 | – | 6.79% | – |
---|
VTV | New | VANGUARD INDEX FDSvalue etf | $8,242,611 | – | 51,064 | – | 5.36% | – |
---|
AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $5,873,522 | – | 65,465 | – | 3.82% | – |
---|
QUS | New | SPDR SER TRmsci usa strtgic | $4,795,579 | – | 32,524 | – | 3.12% | – |
---|
DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $4,780,192 | – | 148,269 | – | 3.11% | – |
---|
| New | WORLD GOLD TRspdr gld minis | $4,487,645 | – | 97,367 | – | 2.92% | – |
---|
SLYG | New | SPDR SER TRs&p 600 smcp grw | $4,330,745 | – | 50,440 | – | 2.82% | – |
---|
VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $4,225,691 | – | 70,078 | – | 2.75% | – |
---|
DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $3,975,552 | – | 153,674 | – | 2.59% | – |
---|
| New | PGIM ETF TRtotal return bon | $3,923,861 | – | 95,146 | – | 2.55% | – |
---|
VBR | New | VANGUARD INDEX FDSsm cp val etf | $3,549,192 | – | 19,338 | – | 2.31% | – |
---|
AAPL | New | APPLE INC | $3,496,960 | – | 16,603 | – | 2.27% | – |
---|
SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $3,137,450 | – | 89,437 | – | 2.04% | – |
---|
SPIP | New | SPDR SER TRportfli tips etf | $3,117,058 | – | 122,622 | – | 2.03% | – |
---|
AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $3,041,622 | – | 33,725 | – | 1.98% | – |
---|
SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $2,879,035 | – | 76,428 | – | 1.87% | – |
---|
NVDA | New | NVIDIA CORPORATION | $2,647,652 | – | 21,432 | – | 1.72% | – |
---|
VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $2,615,088 | – | 45,338 | – | 1.70% | – |
---|
| New | DIMENSIONAL ETF TRUSTintl small cap e | $2,536,410 | – | 102,981 | – | 1.65% | – |
---|
VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,412,436 | – | 55,129 | – | 1.57% | – |
---|
VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,391,818 | – | 20,358 | – | 1.56% | – |
---|
VYM | New | VANGUARD WHITEHALL FDShigh div yld | $2,382,297 | – | 20,087 | – | 1.55% | – |
---|
| New | DIMENSIONAL ETF TRUSTus real estate e | $2,367,767 | – | 107,139 | – | 1.54% | – |
---|
VTEB | New | VANGUARD MUN BD FDStax exempt bd | $2,233,810 | – | 44,578 | – | 1.45% | – |
---|
VTI | New | VANGUARD INDEX FDStotal stk mkt | $2,107,134 | – | 7,849 | – | 1.37% | – |
---|
SPYG | New | SPDR SER TRprtflo s&p500 gw | $2,033,684 | – | 25,380 | – | 1.32% | – |
---|
SPLG | New | SPDR SER TRportfolio s&p500 | $1,904,411 | – | 29,756 | – | 1.24% | – |
---|
VBK | New | VANGUARD INDEX FDSsml cp grw etf | $1,877,185 | – | 7,492 | – | 1.22% | – |
---|
MSFT | New | MICROSOFT CORP | $1,858,854 | – | 4,159 | – | 1.21% | – |
---|
| New | DIMENSIONAL ETF TRUSTnatl mun bd etf | $1,813,355 | – | 37,960 | – | 1.18% | – |
---|
BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $1,800,717 | – | 24,993 | – | 1.17% | – |
---|
SPY | New | SPDR S&P 500 ETF TRtr unit | $1,641,899 | – | 3,007 | – | 1.07% | – |
---|
TSLA | New | TESLA INC | $1,557,315 | – | 7,870 | – | 1.01% | – |
---|
| New | VANGUARD MALVERN FDScore-plus bd etf | $1,543,459 | – | 20,277 | – | 1.00% | – |
---|
| New | EA SERIES TRUSTea bridgeway omn | $1,389,839 | – | 68,222 | – | 0.90% | – |
---|
SPSM | New | SPDR SER TRportfolio s&p600 | $1,379,092 | – | 33,207 | – | 0.90% | – |
---|
AMZN | New | AMAZON COM INC | $1,294,002 | – | 6,696 | – | 0.84% | – |
---|
VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $1,203,476 | – | 20,668 | – | 0.78% | – |
---|
QQQ | New | INVESCO QQQ TRunit ser 1 | $1,184,423 | – | 2,468 | – | 0.77% | – |
---|
SPYV | New | SPDR SER TRprtflo s&p500 vl | $1,157,019 | – | 23,739 | – | 0.75% | – |
---|
DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $1,034,214 | – | 34,857 | – | 0.67% | – |
---|
DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $973,237 | – | 18,763 | – | 0.63% | – |
---|
SCZ | New | ISHARES TReafe sml cp etf | $833,551 | – | 13,523 | – | 0.54% | – |
---|
MINT | New | PIMCO ETF TRenhan shrt ma ac | $830,123 | – | 8,248 | – | 0.54% | – |
---|
IWF | New | ISHARES TRrus 1000 grw etf | $815,082 | – | 2,236 | – | 0.53% | – |
---|
VNQ | New | VANGUARD INDEX FDSreal estate etf | $785,282 | – | 9,261 | – | 0.51% | – |
---|
GOOGL | New | ALPHABET INCcap stk cl a | $781,181 | – | 4,289 | – | 0.51% | – |
---|
SDY | New | SPDR SER TRs&p divid etf | $777,560 | – | 6,114 | – | 0.51% | – |
---|
GOOG | New | ALPHABET INCcap stk cl c | $729,879 | – | 3,979 | – | 0.48% | – |
---|
VOO | New | VANGUARD INDEX FDS | $726,737 | – | 1,448 | – | 0.47% | – |
---|
IWO | New | ISHARES TRrus 2000 grw etf | $651,802 | – | 2,483 | – | 0.42% | – |
---|
IXUS | New | ISHARES TRcore msci total | $614,290 | – | 9,093 | – | 0.40% | – |
---|
BIV | New | VANGUARD BD INDEX FDSintermed term | $613,930 | – | 8,198 | – | 0.40% | – |
---|
HYMB | New | SPDR SER TRnuveen bloomberg | $611,612 | – | 24,041 | – | 0.40% | – |
---|
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $578,334 | – | 1,422 | – | 0.38% | – |
---|
SPTL | New | SPDR SER TRportfolio ln tsr | $569,731 | – | 20,931 | – | 0.37% | – |
---|
IVE | New | ISHARES TRs&p 500 val etf | $565,220 | – | 3,105 | – | 0.37% | – |
---|
AOR | New | ISHARES TRgrwt allocat etf | $544,999 | – | 9,677 | – | 0.35% | – |
---|
SLYV | New | SPDR SER TRs&p 600 smcp val | $517,668 | – | 6,611 | – | 0.34% | – |
---|
FB | New | META PLATFORMS INCcl a | $472,882 | – | 938 | – | 0.31% | – |
---|
| New | AMERICAN CENTY ETF TRavantis all eqt | $434,640 | – | 6,270 | – | 0.28% | – |
---|
IVW | New | ISHARES TRs&p 500 grwt etf | $414,139 | – | 4,475 | – | 0.27% | – |
---|
UBER | New | UBER TECHNOLOGIES INC | $378,299 | – | 5,205 | – | 0.25% | – |
---|
HD | New | HOME DEPOT INC | $368,981 | – | 1,072 | – | 0.24% | – |
---|
AOA | New | ISHARES TRaggres alloc etf | $359,742 | – | 4,811 | – | 0.23% | – |
---|
MTUM | New | ISHARES TRmsci usa mmentm | $350,010 | – | 1,796 | – | 0.23% | – |
---|
NFLX | New | NETFLIX INC | $349,588 | – | 518 | – | 0.23% | – |
---|
| New | VANGUARD WELLINGTON FDshort trm tax ex | $345,271 | – | 3,450 | – | 0.22% | – |
---|
TDG | New | TRANSDIGM GROUP INC | $337,289 | – | 264 | – | 0.22% | – |
---|
MELI | New | MERCADOLIBRE INC | $330,323 | – | 201 | – | 0.22% | – |
---|
| New | AMERICAN CENTY ETF TRavantis moderat | $328,993 | – | 5,833 | – | 0.21% | – |
---|
VB | New | VANGUARD INDEX FDSsmall cp etf | $320,054 | – | 1,462 | – | 0.21% | – |
---|
| New | DIMENSIONAL ETF TRUSTus mktwide value | $308,898 | – | 7,866 | – | 0.20% | – |
---|
QUAL | New | ISHARES TRmsci usa qlt fct | $270,679 | – | 1,585 | – | 0.18% | – |
---|
UDR | New | UDR INC | $263,730 | – | 6,409 | – | 0.17% | – |
---|
ESGU | New | ISHARES TResg awr msci usa | $249,777 | – | 2,093 | – | 0.16% | – |
---|
SPSB | New | SPDR SER TRportfolio short | $243,595 | – | 8,202 | – | 0.16% | – |
---|
VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $232,627 | – | 2,910 | – | 0.15% | – |
---|
COST | New | COSTCO WHSL CORP NEW | $229,977 | – | 271 | – | 0.15% | – |
---|
BAC | New | BANK AMERICA CORP | $228,439 | – | 5,744 | – | 0.15% | – |
---|
IWM | New | ISHARES TRrussell 2000 etf | $228,414 | – | 1,126 | – | 0.15% | – |
---|
UPS | New | UNITED PARCEL SERVICE INCcl b | $227,289 | – | 1,661 | – | 0.15% | – |
---|
IJR | New | ISHARES TRcore s&p scp etf | $216,105 | – | 2,026 | – | 0.14% | – |
---|
DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $214,677 | – | 548 | – | 0.14% | – |
---|
ADBE | New | ADOBE INC | $213,327 | – | 384 | – | 0.14% | – |
---|
VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $208,867 | – | 3,602 | – | 0.14% | – |
---|
UNH | New | UNITEDHEALTH GROUP INC | $202,801 | – | 398 | – | 0.13% | – |
---|
| New | TRX GOLD CORPORATION | $114,596 | – | 291,000 | – | 0.08% | – |
---|