$174Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 2.45 | 25,009 | 4,281,790 | REDUCED | -1.99 | |
AAXJ | ISHARES TR | 0.83 | 29,507 | 1,443,780 | UNCHANGED | 0.00 | |
AAXJ | ISHARES TR | 0.28 | 4,842 | 496,490 | REDUCED | -3.78 | |
AEMB | AMERICAN CENTY ETF TR | 0.51 | 15,375 | 889,444 | NEW | ||
AEMB | AMERICAN CENTY ETF TR | 0.12 | 2,674 | 208,438 | REDUCED | -9.72 | |
AGG | ISHARES TR | 18.40 | 74,862 | 32,148,000 | REDUCED | -0.38 | |
AGG | ISHARES TR | 14.90 | 276,498 | 26,043,300 | ADDED | 4.29 | |
AGG | ISHARES TR | 5.99 | 59,188 | 10,460,800 | REDUCED | -2.86 | |
AGG | ISHARES TR | 1.04 | 26,307 | 1,813,090 | ADDED | 5.00 | |
AGG | ISHARES TR | 0.78 | 8,952 | 1,359,090 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.60 | 15,308 | 1,047,370 | REDUCED | -2.6 | |
AGG | ISHARES TR | 0.57 | 19,971 | 1,001,730 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.43 | 8,381 | 747,753 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.41 | 4,669 | 718,279 | REDUCED | -4.56 | |
AGG | ISHARES TR | 0.18 | 8,301 | 315,015 | REDUCED | -17.11 | |
AGG | ISHARES TR | 0.12 | 2,902 | 200,964 | UNCHANGED | 0.00 | |
AGT | ISHARES TR | 6.80 | 203,969 | 11,887,300 | ADDED | 12.04 | |
AGT | ISHARES TR | 0.41 | 28,088 | 712,312 | REDUCED | -12.93 | |
AMP | AMERIPRISE FINL INC | 1.51 | 8,009 | 2,640,410 | UNCHANGED | 0.00 | |
AVGO | BROADCOM INC | 0.14 | 303 | 251,666 | UNCHANGED | 0.00 | |
AXP | AMERICAN EXPRESS CO | 1.39 | 16,295 | 2,431,050 | REDUCED | -6.51 | |
BAC | BANK AMERICA CORP | 0.35 | 22,135 | 606,059 | ADDED | 0.00 | |
BIL | SPDR SER TR | 9.68 | 233,591 | 16,905,000 | REDUCED | -0.54 | |
BIV | VANGUARD BD INDEX FDS | 0.31 | 7,253 | 545,208 | ADDED | 40.83 | |
BKH | BLACK HILLS CORP | 0.16 | 5,660 | 286,339 | UNCHANGED | 0.00 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.62 | 18,834 | 1,076,360 | ADDED | 28.47 | |
BOB | EA SERIES TRUST | 0.22 | 21,154 | 386,562 | REDUCED | -18.6 | |
CVX | CHEVRON CORP NEW | 0.14 | 1,395 | 235,141 | UNCHANGED | 0.00 | |
DFAC | DIMENSIONAL ETF TRUST | 3.95 | 306,513 | 6,902,670 | ADDED | 4.41 | |
DFAC | DIMENSIONAL ETF TRUST | 2.84 | 151,922 | 4,955,700 | ADDED | 3.29 | |
DFAC | DIMENSIONAL ETF TRUST | 1.94 | 74,110 | 3,386,090 | ADDED | 4.88 | |
DFAC | DIMENSIONAL ETF TRUST | 1.16 | 77,409 | 2,028,120 | REDUCED | -5.97 | |
DFAC | DIMENSIONAL ETF TRUST | 0.56 | 21,193 | 986,534 | NEW | ||
DFAC | DIMENSIONAL ETF TRUST | 0.50 | 36,582 | 869,920 | ADDED | 48.88 | |
DFAC | DIMENSIONAL ETF TRUST | 0.26 | 19,494 | 454,405 | NEW | ||
DFAC | DIMENSIONAL ETF TRUST | 0.22 | 13,106 | 392,525 | UNCHANGED | 0.00 | |
DFAC | DIMENSIONAL ETF TRUST | 0.20 | 13,352 | 348,621 | NEW | ||
EMGF | ISHARES INC | 4.02 | 147,719 | 7,029,930 | ADDED | 4.62 | |
FNDA | SCHWAB STRATEGIC TR | 0.46 | 10,924 | 794,393 | UNCHANGED | 0.00 | |
GOOG | ALPHABET INC | 0.19 | 2,500 | 327,150 | UNCHANGED | 0.00 | |
HONE | HARBORONE BANCORP INC NEW | 0.16 | 28,840 | 274,553 | REDUCED | -70.82 | |
IBCE | ISHARES TR | 1.60 | 43,431 | 2,794,780 | REDUCED | -1.34 | |
IBCE | ISHARES TR | 1.17 | 34,135 | 2,047,760 | REDUCED | -0.22 | |
INDB | INDEPENDENT BK CORP MASS | 0.18 | 6,358 | 312,114 | UNCHANGED | 0.00 | |
MRK | MERCK & CO INC | 0.18 | 3,130 | 322,263 | REDUCED | -2.8 | |
MSFT | MICROSOFT CORP | 0.73 | 4,031 | 1,272,880 | REDUCED | -2.42 | |
PANW | PALO ALTO NETWORKS INC | 0.20 | 1,500 | 351,660 | UNCHANGED | 0.00 | |
PEP | PEPSICO INC | 0.33 | 3,429 | 581,010 | UNCHANGED | 0.00 | |
RTX | RTX CORPORATION | 0.56 | 13,592 | 978,250 | REDUCED | -0.18 | |
SPY | SPDR S&P 500 ETF TR | 0.12 | 500 | 213,740 | UNCHANGED | 0.00 | |
T | AT&T INC | 0.25 | 28,738 | 431,637 | REDUCED | -1.15 | |
UNH | UNITEDHEALTH GROUP INC | 0.63 | 2,195 | 1,106,480 | REDUCED | -1.08 | |
VEA | VANGUARD TAX-MANAGED FDS | 2.61 | 104,144 | 4,553,180 | REDUCED | -0.74 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.84 | 37,427 | 1,467,510 | REDUCED | -5.74 | |
VOO | VANGUARD INDEX FDS | 3.58 | 29,434 | 6,252,080 | REDUCED | -12.32 | |
VOO | VANGUARD INDEX FDS | 0.43 | 10,017 | 757,917 | REDUCED | -0.9 | |
VTIP | VANGUARD MALVERN FDS | 0.23 | 8,642 | 408,594 | ADDED | 16.75 | |
VZ | VERIZON COMMUNICATIONS INC | 0.17 | 9,238 | 299,404 | UNCHANGED | 0.00 | |
WMT | WALMART INC | 0.20 | 2,228 | 356,367 | REDUCED | -2.19 | |
YUM | YUM BRANDS INC | 0.19 | 2,625 | 327,968 | UNCHANGED | 0.00 |