D DIMENSIONAL ETF TRUST DFAU
18.28% 19.41% $92.9M 1.8M $75.8M 1.7M +116,741 +6.95% Add D DIMENSIONAL ETF TRUST DFSD
10.09% 10.78% $51.3M 1.1M $42.1M 879,329 +194,420 +22.11% Add V VANGUARD BD INDEX FDS VUSB
6.34% 6.72% $32.2M 646,795 $26.2M 527,010 +119,785 +22.73% Add B BLACKROCK ETF TRUST II BINC
6.07% 6.4% $30.9M 589,784 $25.0M 481,586 +108,198 +22.47% Add AVANTIS INTL AVDE
5.73% 6.34% $29.1M 326,631 $24.8M 291,992 +34,639 +11.86% Add V VANGUARD MALVERN FDS VTIP
2.65% 3.05% $13.5M 267,911 $11.9M 238,754 +29,157 +12.21% Add A AMERICAN CENTY ETF TR AVEM
2.5% 2.28% $12.7M 131,634 $8.9M 110,752 +20,882 +18.85% Add D DIMENSIONAL ETF TRUST DFNM
2.01% 1.46% $10.2M 211,718 $5.7M 118,705 +93,013 +78.36% Add I ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF MEAR
1.88% 1.23% $9.6M 189,921 $4.8M 95,568 +94,353 +98.73% Add D DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF DFAX
1.66% 1.72% $8.4M 228,994 $6.7M 197,422 +31,572 +15.99% Add NVIDIA CORPORATION NVDA
1.5% 1.48% $7.6M 37,987 $5.8M 33,199 +4,788 +14.42% Add APPLE INC AAPL
1.49% 1.39% $7.6M 26,148 $5.4M 21,442 +4,706 +21.95% Add V VANGUARD INDEX FDS VUG
1.48% 1.58% $7.5M 87,168 $6.2M 14,101 +73,067 +518.17% Add G GENERAL DYNAMICS CORP GD
1.28% 1.44% $6.5M 17,564 $5.6M 17,576 -12 -0.07% Reduce D DIMENSIONAL US DFUV
1.07% 0.98% $5.4M 99,009 $3.8M 78,644 +20,365 +25.90% Add D DIMENSIONAL ETF TRUST DFGP
0.97% 1.12% $4.9M 90,588 $4.4M 81,211 +9,377 +11.55% Add V VANGUARD MALVERN FDS VCRB
0.96% 1.01% $4.9M 63,009 $4.0M 51,148 +11,861 +23.19% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.95% 1.1% $4.8M 9,611 $4.3M 8,942 +669 +7.48% Add MICROSOFT CORP MSFT
0.91% 1.13% $4.6M 12,379 $4.4M 11,906 +473 +3.97% Add AMAZON COM INC AMZN
0.78% 0.74% $3.9M 16,557 $2.9M 13,912 +2,645 +19.01% Add V VANGUARD SMALL VBR
0.65% 0.76% $3.3M 13,596 $3.0M 13,583 +13 +0.10% Add ALPHABET INC GOOGL
0.64% 0.54% $3.3M 9,167 $2.1M 7,379 +1,788 +24.23% Add D DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI
0.6% 0.74% $3.1M 74,458 $2.9M 74,329 +129 +0.17% Add BROADCOM INC AVGO
0.56% 0.58% $2.8M 7,513 $2.3M 7,349 +164 +2.23% Add D DIMENSIONAL EMERGING CORE EQUITY MARKET ETF DFAE
0.55% 0.64% $2.8M 69,754 $2.5M 74,382 -4,628 -6.22% Reduce A Alphabet Inc Class C GOOG
0.53% 0.45% $2.7M 7,692 $1.8M 6,133 +1,559 +25.42% Add D DIMENSIONAL ETF TRUST DFIC
0.51% 0.65% $2.6M 69,799 $2.5M 71,733 -1,934 -2.70% Reduce A AVANTIS U S AVUV
0.5% 0.58% $2.5M 20,243 $2.3M 20,477 -234 -1.14% Reduce V VANGUARD INDEX FDS VOO
0.49% 0.9% $2.5M 3,623 $3.5M 5,866 -2,243 -38.24% Reduce B BANK OF AMER CORP BAC
0.46% 0.48% $2.4M 41,468 $1.9M 38,595 +2,873 +7.44% Add V VANGUARD INDEX FDS VTV
0.46% 0.54% $2.3M 10,654 $2.1M 10,678 -24 -0.22% Reduce MICRON TECHNOLOGY INC MU
0.45% 0.13% $2.3M 1,995 $512,166 1,516 +479 +31.60% Add META PLATFORMS INC META
0.43% 0.49% $2.2M 3,876 $1.9M 3,331 +545 +16.36% Add I ISHARES TR REET
0.42% 0.45% $2.2M 77,981 $1.7M 69,221 +8,760 +12.66% Add TESLA INC TSLA
0.42% 0.43% $2.1M 5,106 $1.7M 4,507 +599 +13.29% Add JPMORGAN CHASE & CO JPM
0.42% 0.43% $2.1M 6,506 $1.7M 5,645 +861 +15.25% Add A Avantis US Small Cap Value ETF AVDV
0.41% 0.52% $2.1M 20,100 $2.0M 20,482 -382 -1.87% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.36% 0.4% $1.8M 2,445 $1.6M 2,389 +56 +2.34% Add I ISHARES TR IVV
0.34% 0.39% $1.7M 2,320 $1.5M 2,334 -14 -0.60% Reduce D DIMENSIONAL U.S. TARGETED VALUE ETF DFAT
0.33% 0.39% $1.7M 24,331 $1.5M 24,331 0 0.00% Unchanged TAIWAN SEMICONDUCTOR MANUFAC TSM
0.33% 0.16% $1.7M 3,537 $606,282 1,794 +1,743 +97.16% Add CATERPILLAR INC CAT
0.33% 0.27% $1.7M 1,561 $1.0M 1,476 +85 +5.76% Add V VANGUARD FTSE VEA
0.31% 0.51% $1.6M 22,086 $2.0M 31,139 -9,053 -29.07% Reduce ADVANCED MICRO DEVICES INC AMD
0.31% 0.1% $1.6M 2,677 $395,061 1,942 +735 +37.85% Add EXXON MOBIL CORP XOM
0.3% 0.46% $1.5M 11,190 $1.8M 10,476 +714 +6.82% Add ELI LILLY & CO LLY
0.3% 0.21% $1.5M 1,257 $819,524 891 +366 +41.08% Add INTEL CORP INTC
0.29% 0.1% $1.5M 10,586 $409,596 9,282 +1,304 +14.05% Add JOHNSON & JOHNSON JNJ
0.29% 0.32% $1.5M 5,813 $1.2M 5,085 +728 +14.32% Add I INVESCO QQQ TR QQQ
0.26% 0.21% $1.3M 1,790 $812,669 1,408 +382 +27.13% Add V VANGUARD WORLD FD VDE
0.24% 0.35% $1.2M 8,000 $1.4M 8,000 0 0.00% Unchanged