|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
3,168,271 |
$110M |
7.49% |
3.7%
|
- |
|
DFAX
|
US |
DIMENSIONAL WORLD EX US CORE |
3,795,593 |
$94M |
6.45% |
0.4%
|
- |
|
DFUS
|
US |
DIMENSIONAL US EQ MKT ETF |
1,401,173 |
$89M |
6.10% |
-0.2%
|
- |
|
IWB
|
US |
ISHARES RUSSELL 1000 ETF |
215,164 |
$69M |
4.74% |
-1.4%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
563,712 |
$55M |
3.73% |
-0.3%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
495,989 |
$53M |
3.61% |
6.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
106,534 |
$48M |
3.30% |
-0.9%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
698,601 |
$44M |
2.97% |
1.5%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
71,678 |
$42M |
2.88% |
2.7%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
783,483 |
$39M |
2.68% |
-1.7%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
90,911 |
$37M |
2.49% |
3.3%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
307,050 |
$35M |
2.42% |
3.1%
|
- |
|
AAPL
|
US |
APPLE INC |
137,214 |
$34M |
2.35% |
-2.0%
|
- |
|
DFAI
|
US |
DIMENSIONAL INTERNATIONAL CO |
1,032,249 |
$30M |
2.06% |
2.6%
|
- |
|
IVE
|
US |
ISHARES S&P 500 VALUE ETF |
132,779 |
$25M |
1.73% |
-0.4%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
313,099 |
$22M |
1.50% |
2.1%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
446,996 |
$21M |
1.46% |
-1.5%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
253,320 |
$18M |
1.24% |
3.2%
|
- |
|
DFAE
|
US |
DIMENSIONAL EMERGING CORE EQ |
673,699 |
$17M |
1.17% |
-1.2%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
161,030 |
$16M |
1.12% |
-8.5%
|
- |