$147Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 0.18 | 1,537 | 264,000 | ADDED | 2.19 | |
ACWF | ISHARES TR | 2.12 | 61,785 | 3,124,000 | ADDED | 56.5 | |
AEMB | AMERICAN CENTY ETF TR | 37.65 | 621,353 | 55,612,000 | REDUCED | -0.55 | |
AEMB | AMERICAN CENTY ETF TR | 14.04 | 502,663 | 20,735,000 | ADDED | 0.6 | |
AEMB | AMERICAN CENTY ETF TR | 12.79 | 296,406 | 18,893,000 | ADDED | 1.14 | |
AEMB | AMERICAN CENTY ETF TR | 0.62 | 15,806 | 917,000 | REDUCED | -5.38 | |
AEMB | AMERICAN CENTY ETF TR | 0.24 | 3,791 | 356,000 | UNCHANGED | 0.00 | |
DE | DEERE & CO | 0.26 | 937 | 385,000 | UNCHANGED | 0.00 | |
DFAC | DIMENSIONAL ETF TRUST | 13.87 | 488,569 | 20,496,000 | ADDED | 0.15 | |
DFAC | DIMENSIONAL ETF TRUST | 7.25 | 420,299 | 10,714,000 | ADDED | 2.95 | |
DFAC | DIMENSIONAL ETF TRUST | 0.48 | 12,917 | 704,000 | UNCHANGED | 0.00 | |
EHC | ENCOMPASS HEALTH CORP | 0.57 | 10,171 | 840,000 | REDUCED | -8.61 | |
EMR | EMERSON ELEC CO | 0.27 | 3,511 | 399,000 | ADDED | 0.49 | |
META | META PLATFORMS INC | 0.76 | 2,308 | 1,121,000 | REDUCED | -13.17 | |
NVDA | NVIDIA CORPORATION | 0.17 | 271 | 245,000 | NEW | ||
SO | SOUTHERN CO | 0.32 | 6,518 | 468,000 | ADDED | 0.2 | |
SPY | SPDR S&P 500 ETF TR | 1.70 | 4,786 | 2,504,000 | UNCHANGED | 0.00 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.18 | 2,385 | 264,000 | ADDED | 1.97 | |
VOO | VANGUARD INDEX FDS | 5.84 | 99,695 | 8,622,000 | ADDED | 1.77 | |
VOO | VANGUARD INDEX FDS | 0.56 | 4,750 | 833,000 | REDUCED | -1.7 | |
WMS | ADVANCED DRAIN SYS INC DEL | 0.16 | 1,335 | 230,000 | NEW |