|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
255,897 |
$18M |
7.60% |
-1.4%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
429,381 |
$12M |
4.84% |
188.7%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
94,558 |
$9M |
3.62% |
5.2%
|
- |
|
DFCF
|
US |
DIMENSIONAL CORE FIXED INC |
167,098 |
$7M |
2.85% |
-11.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
16,006 |
$7M |
2.79% |
0.2%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
27,605 |
$5M |
2.23% |
0.3%
|
- |
|
XLK
|
US |
TECHNOLOGY SELECT SECT SPDR |
22,183 |
$5M |
2.13% |
0.3%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
140,768 |
$5M |
2.01% |
1081.0%
|
- |
|
AAPL
|
US |
APPLE INC |
19,009 |
$5M |
1.97% |
0.2%
|
- |
|
USMV
|
US |
ISHARES MSCI USA MIN VOL FAC |
49,347 |
$4M |
1.81% |
-3.9%
|
- |
|
SCHM
|
US |
SCHWAB US MID CAP ETF |
141,704 |
$4M |
1.62% |
182.4%
|
- |
|
DFGP
|
US |
DIM GLOBAL CP FIXED INCOME |
74,054 |
$4M |
1.62% |
16.7%
|
- |
|
PULS
|
US |
PGIM ULTRA SHORT BOND ETF |
79,210 |
$4M |
1.62% |
-1.0%
|
- |
|
BUFR
|
US |
FT VEST LAD BUFFERVETF-USD I |
122,978 |
$4M |
1.55% |
-9.0%
|
- |
|
VHT
|
US |
VANGUARD HEALTH CARE ETF |
13,974 |
$4M |
1.46% |
-10.8%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
13,546 |
$3M |
1.34% |
2.5%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
17,420 |
$3M |
1.26% |
27.9%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
12,595 |
$3M |
1.25% |
-0.4%
|
- |
|
DFUS
|
US |
DIMENSIONAL US EQ MKT ETF |
47,106 |
$3M |
1.24% |
-11.8%
|
- |
|
BX
|
US |
BLACKSTONE INC |
15,619 |
$3M |
1.11% |
-1.9%
|
- |