|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
50,379 |
$30M |
9.56% |
0.4%
|
- |
|
AAPL
|
US |
APPLE INC |
79,556 |
$20M |
6.42% |
-2.3%
|
- |
|
VCSH
|
US |
VANGUARD S/T CORP BOND ETF |
155,889 |
$12M |
3.92% |
7.8%
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
334,459 |
$11M |
3.68% |
5.8%
|
- |
|
TSLA
|
US |
TESLA INC |
24,028 |
$10M |
3.13% |
1.5%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
487,703 |
$9M |
2.91% |
99.8%
|
- |
|
DFSD
|
US |
DIMENSIONAL SHORT DURATION |
187,466 |
$9M |
2.83% |
19.6%
|
- |
|
SCHM
|
US |
SCHWAB US MID CAP ETF |
304,508 |
$8M |
2.72% |
198.9%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
135,626 |
$8M |
2.43% |
-0.3%
|
- |
|
VTIP
|
US |
VANGUARD SHORT-TERM TIPS |
152,606 |
$7M |
2.38% |
7.6%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
133,554 |
$7M |
2.17% |
1.2%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
283,488 |
$7M |
2.12% |
193.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
14,633 |
$6M |
1.99% |
-0.7%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
24,313 |
$6M |
1.88% |
-3.3%
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
214,447 |
$6M |
1.81% |
6.7%
|
- |
|
DFUV
|
US |
DIMENSIONAL US MARKETWIDE VA |
128,651 |
$5M |
1.70% |
-0.1%
|
- |
|
VV
|
US |
VANGUARD LARGE-CAP ETF |
19,464 |
$5M |
1.69% |
-
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
103,069 |
$5M |
1.59% |
9.6%
|
- |
|
DFAR
|
US |
DIMENSIONAL US REAL EST ETF |
184,165 |
$4M |
1.38% |
3.0%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
7,789 |
$4M |
1.35% |
-3.5%
|
- |