$128Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAXJ | ISHARES TR | 3.57 | 116,130 | 4,602,240 | ADDED | 6.27 | |
AAXJ | ISHARES TR | 0.31 | 4,493 | 402,887 | UNCHANGED | 0.00 | |
ACWF | ISHARES TR | 1.70 | 92,589 | 2,192,520 | ADDED | 0.64 | |
AEMB | AMERICAN CENTY ETF TR | 3.29 | 100,438 | 4,246,520 | ADDED | 0.11 | |
AEMB | AMERICAN CENTY ETF TR | 2.52 | 36,359 | 3,254,140 | UNCHANGED | 0.00 | |
AEMB | AMERICAN CENTY ETF TR | 0.98 | 19,848 | 1,265,110 | ADDED | 11.44 | |
AEMB | AMERICAN CENTY ETF TR | 0.39 | 8,624 | 499,847 | ADDED | 0.51 | |
AEMB | AMERICAN CENTY ETF TR | 0.17 | 3,607 | 221,565 | NEW | ||
AGG | ISHARES TR | 0.56 | 6,290 | 725,276 | REDUCED | -3.02 | |
AMPS | ISHARES TR | 0.46 | 5,916 | 588,270 | REDUCED | -2.21 | |
BA | BOEING CO | 0.42 | 2,795 | 539,323 | UNCHANGED | 0.00 | |
BNDW | VANGUARD SCOTTSDALE FDS | 8.01 | 176,276 | 10,321,000 | ADDED | 7.78 | |
BOND | PIMCO ETF TR | 0.56 | 9,111 | 722,067 | REDUCED | -3.58 | |
DFAC | DIMENSIONAL ETF TRUST | 25.46 | 1,027,280 | 32,821,500 | ADDED | 4.64 | |
DFAC | DIMENSIONAL ETF TRUST | 8.83 | 447,324 | 11,379,900 | ADDED | 1.69 | |
DFAC | DIMENSIONAL ETF TRUST | 5.77 | 277,999 | 7,436,470 | ADDED | 2.99 | |
DFAC | DIMENSIONAL ETF TRUST | 3.09 | 156,128 | 3,979,710 | ADDED | 7.6 | |
DFAC | DIMENSIONAL ETF TRUST | 2.51 | 126,924 | 3,240,380 | ADDED | 11.7 | |
DFAC | DIMENSIONAL ETF TRUST | 1.28 | 34,358 | 1,652,280 | ADDED | 1.11 | |
DFAC | DIMENSIONAL ETF TRUST | 0.65 | 14,622 | 833,162 | UNCHANGED | 0.00 | |
DFAC | DIMENSIONAL ETF TRUST | 0.38 | 14,240 | 489,995 | REDUCED | -1.03 | |
DFAC | DIMENSIONAL ETF TRUST | 0.36 | 13,955 | 469,855 | ADDED | 0.29 | |
DFAC | DIMENSIONAL ETF TRUST | 0.29 | 11,571 | 372,584 | ADDED | 2.45 | |
EDV | VANGUARD WORLD FD | 6.17 | 103,845 | 7,954,540 | ADDED | 5.4 | |
FNDA | SCHWAB STRATEGIC TR | 1.12 | 29,386 | 1,441,380 | ADDED | 0.53 | |
JPM | JPMORGAN CHASE & CO | 0.27 | 1,736 | 347,721 | UNCHANGED | 0.00 | |
MSFT | MICROSOFT CORP | 4.54 | 13,907 | 5,850,910 | REDUCED | -0.71 | |
ROK | ROCKWELL AUTOMATION INC | 0.32 | 1,410 | 410,775 | UNCHANGED | 0.00 | |
SBUX | STARBUCKS CORP | 0.16 | 2,229 | 203,708 | UNCHANGED | 0.00 | |
TSLA | TESLA INC | 0.24 | 1,800 | 316,422 | UNCHANGED | 0.00 | |
UNH | UNITEDHEALTH GROUP INC | 0.83 | 2,169 | 1,073,000 | REDUCED | -4.62 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.49 | 14,925 | 628,930 | ADDED | 4.5 | |
VIGI | VANGUARD WHITEHALL FDS | 5.04 | 101,731 | 6,495,510 | ADDED | 5.61 | |
VOO | VANGUARD INDEX FDS | 1.28 | 10,121 | 1,648,310 | UNCHANGED | 0.00 | |
VOO | VANGUARD INDEX FDS | 1.14 | 4,287 | 1,475,580 | UNCHANGED | 0.00 | |
VOO | VANGUARD INDEX FDS | 1.08 | 5,353 | 1,391,240 | UNCHANGED | 0.00 | |
VOO | VANGUARD INDEX FDS | 0.64 | 9,590 | 829,324 | ADDED | 0.49 | |
VOO | VANGUARD INDEX FDS | 0.16 | 915 | 209,160 | REDUCED | -6.54 | |
VTIP | VANGUARD MALVERN FDS | 4.69 | 126,267 | 6,046,920 | ADDED | 7.98 | |
BERKSHIRE HATHAWAY INC DEL | 0.27 | 835 | 351,134 | UNCHANGED | 0.00 |