$426Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 0.09 | 2,273 | 389,774 | REDUCED | -24.59 | |
AAXJ | ISHARES TR | 1.96 | 131,988 | 8,358,980 | REDUCED | -3.2 | |
AAXJ | ISHARES TR | 1.73 | 60,998 | 7,392,370 | REDUCED | -0.99 | |
AAXJ | ISHARES TR | 0.10 | 3,849 | 445,720 | ADDED | 42.4 | |
AAXJ | ISHARES TR | 0.05 | 7,803 | 221,573 | UNCHANGED | 0.00 | |
AAXJ | ISHARES TR | 0.05 | 3,740 | 203,453 | NEW | ||
ACSG | DBX ETF TR | 7.91 | 824,305 | 33,739,000 | REDUCED | -3.45 | |
ACWF | ISHARES TR | 6.33 | 773,666 | 26,985,600 | REDUCED | -0.69 | |
AFL | AFLAC INC | 0.07 | 3,660 | 314,248 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 7.87 | 63,840 | 33,562,600 | ADDED | 0.15 | |
AGG | ISHARES TR | 7.54 | 111,585 | 32,140,000 | ADDED | 0.24 | |
AGG | ISHARES TR | 6.43 | 289,702 | 27,423,300 | ADDED | 5.04 | |
AGG | ISHARES TR | 0.66 | 35,429 | 2,829,390 | ADDED | 1.27 | |
AGG | ISHARES TR | 0.55 | 11,189 | 2,353,050 | REDUCED | -0.37 | |
AGG | ISHARES TR | 0.49 | 50,959 | 2,093,390 | REDUCED | -0.42 | |
AGG | ISHARES TR | 0.18 | 7,333 | 753,543 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.16 | 2,015 | 679,109 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.10 | 4,894 | 440,014 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.10 | 4,812 | 406,325 | ADDED | 4.81 | |
AGG | ISHARES TR | 0.09 | 2,108 | 377,558 | UNCHANGED | 0.00 | |
AGZD | WISDOMTREE TR | 1.23 | 67,791 | 5,240,260 | REDUCED | -4.95 | |
AMZN | AMAZON COM INC | 0.07 | 1,640 | 295,823 | REDUCED | -25.25 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.07 | 5,061 | 296,322 | ADDED | 5.31 | |
CWI | SPDR INDEX SHS FDS | 0.65 | 106,282 | 2,772,890 | REDUCED | -0.21 | |
DFAC | DIMENSIONAL ETF TRUST | 9.79 | 1,020,150 | 41,723,900 | REDUCED | -2.62 | |
DFAC | DIMENSIONAL ETF TRUST | 6.21 | 720,324 | 26,471,800 | ADDED | 1.2 | |
DFAC | DIMENSIONAL ETF TRUST | 2.56 | 428,294 | 10,917,100 | ADDED | 11.53 | |
DFAC | DIMENSIONAL ETF TRUST | 2.48 | 352,625 | 10,575,100 | ADDED | 16.35 | |
DFAC | DIMENSIONAL ETF TRUST | 1.37 | 107,508 | 5,851,640 | REDUCED | -1.18 | |
DFAC | DIMENSIONAL ETF TRUST | 1.26 | 197,320 | 5,365,170 | ADDED | 5.33 | |
DFAC | DIMENSIONAL ETF TRUST | 0.74 | 104,687 | 3,151,000 | ADDED | 9.84 | |
DFAC | DIMENSIONAL ETF TRUST | 0.57 | 39,094 | 2,437,120 | ADDED | 2.54 | |
DFAC | DIMENSIONAL ETF TRUST | 0.54 | 91,862 | 2,302,100 | ADDED | 20.7 | |
DFAC | DIMENSIONAL ETF TRUST | 0.32 | 42,787 | 1,377,740 | UNCHANGED | 0.00 | |
EMGF | ISHARES INC | 1.60 | 132,464 | 6,835,120 | REDUCED | -6.52 | |
FBCG | FIDELITY COVINGTON TRUST | 0.71 | 115,387 | 3,010,440 | ADDED | 1.1 | |
FNDA | SCHWAB STRATEGIC TR | 0.63 | 132,524 | 2,690,240 | REDUCED | -1.28 | |
FNDA | SCHWAB STRATEGIC TR | 0.25 | 16,960 | 1,052,550 | REDUCED | -1.97 | |
FNDA | SCHWAB STRATEGIC TR | 0.09 | 9,664 | 377,095 | REDUCED | -1.91 | |
FNDA | SCHWAB STRATEGIC TR | 0.07 | 11,582 | 292,444 | REDUCED | -3.01 | |
FNDA | SCHWAB STRATEGIC TR | 0.07 | 8,039 | 287,793 | REDUCED | -0.56 | |
FNDA | SCHWAB STRATEGIC TR | 0.05 | 3,048 | 231,562 | UNCHANGED | 0.00 | |
IBCE | ISHARES TR | 14.57 | 378,010 | 62,125,700 | REDUCED | -0.68 | |
IBCE | ISHARES TR | 0.14 | 7,741 | 574,534 | ADDED | 8.34 | |
IBM | INTERNATIONAL BUSINESS MACHS | 0.05 | 1,137 | 217,122 | NEW | ||
JPM | JPMORGAN CHASE & CO | 0.13 | 2,733 | 547,420 | REDUCED | -4.74 | |
LAB | STANDARD BIOTOOLS INC | 0.05 | 74,224 | 201,147 | NEW | ||
MSFT | MICROSOFT CORP | 0.16 | 1,654 | 695,871 | REDUCED | -6.55 | |
NVDA | NVIDIA CORPORATION | 0.16 | 750 | 677,670 | UNCHANGED | 0.00 | |
PANW | PALO ALTO NETWORKS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
SPY | SPDR S&P 500 ETF TR | 0.09 | 763 | 399,136 | REDUCED | -0.26 | |
SYK | STRYKER CORPORATION | 0.08 | 916 | 327,809 | UNCHANGED | 0.00 | |
UNP | UNION PAC CORP | 0.41 | 7,111 | 1,748,810 | ADDED | 196 | |
VEA | VANGUARD TAX-MANAGED FDS | 1.33 | 112,968 | 5,667,610 | REDUCED | -6.49 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.40 | 41,258 | 1,723,360 | REDUCED | -6.17 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.21 | 7,529 | 879,638 | UNCHANGED | 0.00 | |
VOO | VANGUARD INDEX FDS | 3.94 | 194,372 | 16,809,000 | ADDED | 0.74 | |
VOO | VANGUARD INDEX FDS | 2.99 | 26,516 | 12,746,500 | REDUCED | -3.46 | |
VOO | VANGUARD INDEX FDS | 0.40 | 7,462 | 1,705,640 | REDUCED | -3.44 | |
VOO | VANGUARD INDEX FDS | 0.23 | 3,977 | 993,607 | ADDED | 5.74 | |
VOO | VANGUARD INDEX FDS | 0.12 | 3,226 | 525,436 | REDUCED | -25.29 | |
VOO | VANGUARD INDEX FDS | 0.08 | 1,376 | 329,867 | UNCHANGED | 0.00 | |
VOO | VANGUARD INDEX FDS | 0.07 | 1,202 | 312,404 | UNCHANGED | 0.00 | |
VOO | VANGUARD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
WMT | WALMART INC | 0.07 | 4,704 | 283,040 | ADDED | 181 | |
XOM | EXXON MOBIL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
BERKSHIRE HATHAWAY INC DEL | 0.30 | 2.00 | 1,268,880 | UNCHANGED | 0.00 | ||
BERKSHIRE HATHAWAY INC DEL | 0.21 | 2,157 | 907,062 | ADDED | 0.28 |