|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
910,030 |
$264M |
53.94% |
-2.3%
|
- |
|
VNQ
|
US |
VANGUARD REAL ESTATE ETF |
1,204,184 |
$107M |
21.94% |
-1.3%
|
- |
|
DFSU
|
US |
DIMENSIONAL US SUS CORE1 ETF |
401,323 |
$15M |
3.11% |
-
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
21 |
$14M |
2.92% |
-
|
- |
|
BSVO
|
US |
EA BRIDGEWAY OMNI SM-CP VAL |
537,860 |
$12M |
2.38% |
-1.6%
|
- |
|
VV
|
US |
VANGUARD LARGE-CAP ETF |
38,220 |
$10M |
2.11% |
-2.9%
|
- |
|
DCO
|
US |
DUCOMMUN INC |
106,229 |
$7M |
1.38% |
100.0%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
28,944 |
$6M |
1.16% |
-
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
97,434 |
$5M |
1.11% |
-2.5%
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
86,670 |
$4M |
0.88% |
-0.5%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
8,209 |
$4M |
0.76% |
10.2%
|
- |
|
AAPL
|
US |
APPLE INC |
11,374 |
$3M |
0.58% |
52.6%
|
- |
|
DSI
|
US |
ISHARES MSCI KLD 400 SOCIAL |
25,104 |
$3M |
0.57% |
-0.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
15,410 |
$2M |
0.42% |
16.4%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
7,438 |
$2M |
0.40% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
7,751 |
$2M |
0.35% |
128.6%
|
- |
|
MLNK
|
US |
MERIDIANLINK INC |
81,050 |
$2M |
0.34% |
-
|
- |
|
AVDV
|
US |
AVANTIS INTL S/C VALUE ETF |
23,913 |
$2M |
0.32% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,735 |
$2M |
0.32% |
21.3%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
5,771 |
$1M |
0.28% |
-
|
- |