|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
93,157 |
$55M |
30.50% |
17.6%
|
- |
|
AVUS
|
US |
AVANTIS U.S. EQUITY ETF |
257,514 |
$25M |
13.88% |
-0.5%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
323,312 |
$23M |
12.64% |
11.2%
|
- |
|
SHV
|
US |
ISHARES SHORT TREASURY BOND |
130,720 |
$14M |
8.00% |
311.4%
|
- |
|
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
123,834 |
$12M |
6.65% |
0.1%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
137,134 |
$9M |
5.26% |
-8.0%
|
- |
|
SPAB
|
US |
SPDR PORTFOLIO AGGREGATE BON |
320,347 |
$8M |
4.45% |
-50.7%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
26,680 |
$7M |
3.92% |
4.4%
|
- |
|
IBIT
|
US |
ISHARES BITCOIN TRUST ETF |
124,726 |
$7M |
3.68% |
426.4%
|
- |
|
GOVT
|
US |
ISHARES US TREASURY BOND ETF |
229,435 |
$5M |
2.93% |
-40.2%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
54,007 |
$4M |
2.32% |
75.9%
|
- |
|
AVDV
|
US |
AVANTIS INTL S/C VALUE ETF |
62,973 |
$4M |
2.28% |
9.5%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
2,984 |
$1M |
0.68% |
0.1%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
5,574 |
$1M |
0.52% |
0.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,509 |
$1M |
0.35% |
18.2%
|
- |
|
INTU
|
US |
INTUIT INC |
871 |
$1M |
0.30% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
865 |
$1M |
0.28% |
17.7%
|
- |
|
FRDM
|
US |
FREEDOM 100 EMEGING MRKT ETF |
13,743 |
$0M |
0.25% |
-92.5%
|
- |
|
ADBE
|
US |
ADOBE INC |
952 |
$0M |
0.24% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
1,950 |
$0M |
0.15% |
-
|
- |