|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
531,510 |
$154M |
5.30% |
9.5%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
1,931,530 |
$139M |
4.78% |
16.6%
|
- |
|
BBUS
|
US |
JPMORGAN BETABUILDERS US EQU |
1,209,249 |
$128M |
4.41% |
9.7%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
3,643,519 |
$126M |
4.34% |
4.9%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
1,627,209 |
$96M |
3.30% |
12.4%
|
- |
|
DGCB
|
US |
DIMENSIONAL GLOBAL CREDIT |
1,232,828 |
$65M |
2.23% |
5.9%
|
- |
|
JCPB
|
US |
JPMORGAN CORE PLUS BOND ETF |
1,121,915 |
$52M |
1.78% |
17.8%
|
- |
|
BNDX
|
US |
VANGUARD TOTAL INTL BOND ETF |
917,641 |
$45M |
1.55% |
13.8%
|
- |
|
BBIN
|
US |
JPM BETABUILDERS INTL EQTY |
748,537 |
$43M |
1.47% |
17.6%
|
- |
|
JGLO
|
US |
JPMORGAN GLBL SLCT EQ ETF |
616,801 |
$37M |
1.28% |
10.0%
|
- |
|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
588,250 |
$36M |
1.24% |
-4.4%
|
- |
|
JAVA
|
US |
JPMORGAN ACTIVE VALUE ETF |
559,905 |
$35M |
1.22% |
23.4%
|
- |
|
DFGP
|
US |
DIM GLOBAL CP FIXED INCOME |
622,737 |
$33M |
1.13% |
6.5%
|
- |
|
DFSV
|
US |
DIMENSIONAL US SMALL CAP VAL |
1,037,172 |
$32M |
1.10% |
7.5%
|
- |
|
DUHP
|
US |
DIMENSIONAL US HIGH PROFI ET |
930,500 |
$31M |
1.08% |
6.4%
|
- |
|
IGRO
|
US |
ISHARES INTL DIV GROWTH ETF |
462,077 |
$31M |
1.08% |
-1.9%
|
- |
|
TLH
|
US |
ISHARES 10-20 YEAR TREASURY |
295,618 |
$29M |
1.01% |
31.4%
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
1,029,820 |
$27M |
0.92% |
1.1%
|
- |
|
TSLA
|
US |
TESLA INC |
79,953 |
$26M |
0.91% |
-8.3%
|
- |
|
JPIE
|
US |
JPMORGAN INCOME ETF |
541,327 |
$25M |
0.85% |
-3.5%
|
- |