|
SHY
|
US |
ISHARES 1-3 YEAR TREASURY BO |
419,076 |
$34M |
9.02% |
5.5%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
903,227 |
$31M |
8.20% |
-1.3%
|
- |
|
MTBA
|
US |
SIMPLIFY MBS ETF |
580,926 |
$29M |
7.58% |
4.8%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
451,115 |
$25M |
6.59% |
-1.9%
|
- |
|
TMSL
|
US |
T.ROWE PRC SMALL-MID CAP ETF |
764,696 |
$25M |
6.48% |
10.3%
|
- |
|
VSLU
|
US |
APPLIED FINANCE VALUATION |
581,497 |
$21M |
5.59% |
13.6%
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
448,383 |
$12M |
3.04% |
0.4%
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
359,034 |
$9M |
2.47% |
-0.8%
|
- |
|
FBND
|
US |
FIDELITY TOTAL BOND ETF |
183,414 |
$8M |
2.16% |
5.4%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
118,078 |
$7M |
1.93% |
-1.2%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
16,115 |
$7M |
1.92% |
-2.2%
|
- |
|
TSLA
|
US |
TESLA INC |
16,818 |
$7M |
1.78% |
-7.1%
|
- |
|
SGOV
|
US |
ISHARES 0-3 MONTH TREASURY B |
66,710 |
$7M |
1.76% |
-13.5%
|
- |
|
FRDM
|
US |
FREEDOM 100 EMEGING MRKT ETF |
199,982 |
$7M |
1.72% |
-1.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
15,482 |
$7M |
1.71% |
-1.6%
|
- |
|
SYK
|
US |
STRYKER CORP |
16,697 |
$6M |
1.58% |
-2.3%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
17,435 |
$6M |
1.45% |
-1.5%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
26,889 |
$5M |
1.34% |
-1.9%
|
- |
|
INTU
|
US |
INTUIT INC |
7,804 |
$5M |
1.29% |
-3.8%
|
- |
|
ACN
|
US |
ACCENTURE PLC-CL A |
13,715 |
$5M |
1.27% |
-1.3%
|
- |