$124Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 0.20 | 1,447 | 248,132 | ADDED | 20.08 | |
AEMB | AMERICAN CENTY ETF TR | 1.71 | 32,225 | 2,122,340 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 3.18 | 34,314 | 3,956,390 | ADDED | 0.00 | |
AGG | ISHARES TR | 0.66 | 7,369 | 814,422 | REDUCED | -5.91 | |
AGG | ISHARES TR | 0.37 | 872 | 458,518 | REDUCED | -23.64 | |
AGG | ISHARES TR | 0.26 | 3,644 | 329,563 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
AGT | ISHARES TR | 1.75 | 32,346 | 2,171,390 | REDUCED | -0.15 | |
AMZN | AMAZON COM INC | 0.24 | 1,648 | 297,266 | NEW | ||
BIV | VANGUARD BD INDEX FDS | 0.42 | 6,861 | 517,319 | UNCHANGED | 0.00 | |
BIV | VANGUARD BD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
BNDW | VANGUARD SCOTTSDALE FDS | 4.01 | 85,082 | 4,981,520 | REDUCED | -4.42 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.24 | 5,199 | 301,906 | REDUCED | -0.76 | |
BOB | EA SERIES TRUST | 4.70 | 274,229 | 5,831,800 | REDUCED | -0.14 | |
DFAC | DIMENSIONAL ETF TRUST | 22.06 | 503,345 | 27,397,100 | REDUCED | -6.53 | |
DFAC | DIMENSIONAL ETF TRUST | 18.17 | 706,268 | 22,565,300 | REDUCED | -2.31 | |
DFAC | DIMENSIONAL ETF TRUST | 11.08 | 336,500 | 13,762,800 | REDUCED | -2.04 | |
DFAC | DIMENSIONAL ETF TRUST | 9.63 | 325,544 | 11,963,700 | REDUCED | -1.58 | |
DFAC | DIMENSIONAL ETF TRUST | 5.29 | 115,247 | 6,566,780 | ADDED | 1.04 | |
DFAC | DIMENSIONAL ETF TRUST | 3.33 | 66,263 | 4,130,810 | REDUCED | -3.69 | |
DFAC | DIMENSIONAL ETF TRUST | 2.28 | 111,243 | 2,830,030 | REDUCED | -2.68 | |
DFAC | DIMENSIONAL ETF TRUST | 0.60 | 24,878 | 748,836 | ADDED | 40.22 | |
DFAC | DIMENSIONAL ETF TRUST | 0.47 | 15,838 | 578,721 | REDUCED | -1.91 | |
DFAC | DIMENSIONAL ETF TRUST | 0.37 | 17,160 | 459,030 | NEW | ||
DFAC | DIMENSIONAL ETF TRUST | 0.35 | 15,828 | 430,366 | ADDED | 26.75 | |
DFAC | DIMENSIONAL ETF TRUST | 0.22 | 10,719 | 273,234 | NEW | ||
DFAC | DIMENSIONAL ETF TRUST | 0.18 | 7,512 | 227,001 | NEW | ||
EMGF | ISHARES INC | 0.60 | 14,450 | 745,620 | REDUCED | -3.23 | |
IBCE | ISHARES TR | 0.35 | 2,641 | 434,048 | REDUCED | -7.11 | |
ITW | ILLINOIS TOOL WKS INC | 0.58 | 2,710 | 727,214 | ADDED | 0.04 | |
META | META PLATFORMS INC | 0.37 | 946 | 459,359 | ADDED | 26.81 | |
MSFT | MICROSOFT CORP | 0.34 | 996 | 419,037 | ADDED | 43.1 | |
NVDA | NVIDIA CORPORATION | 0.17 | 237 | 214,144 | NEW | ||
SPY | SPDR S&P 500 ETF TR | 0.68 | 1,612 | 843,189 | REDUCED | -3.12 | |
UNH | UNITEDHEALTH GROUP INC | 0.17 | 440 | 217,668 | REDUCED | -3.93 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.79 | 23,308 | 982,199 | ADDED | 109 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.47 | 13,908 | 580,937 | REDUCED | -3.16 | |
VIGI | VANGUARD WHITEHALL FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
VOO | VANGUARD INDEX FDS | 1.59 | 10,298 | 1,975,980 | REDUCED | -3.95 | |
VOO | VANGUARD INDEX FDS | 0.18 | 2,573 | 222,513 | REDUCED | -3.92 | |
VTEB | VANGUARD MUN BD FDS | 0.70 | 17,286 | 874,672 | UNCHANGED | 0.00 | |
VTIP | VANGUARD MALVERN FDS | 0.61 | 15,741 | 753,815 | REDUCED | -0.55 | |
VZ | VERIZON COMMUNICATIONS INC | 0.24 | 7,155 | 300,224 | NEW | ||
XOM | EXXON MOBIL CORP | 0.40 | 4,246 | 493,555 | REDUCED | -26.5 |