|
DFUS
|
US |
DIMENSIONAL US EQ MKT ETF |
1,671,385 |
$107M |
31.41% |
0.7%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
354,979 |
$33M |
9.70% |
2.2%
|
- |
|
IUSB
|
US |
ISHARES CORE TOTAL BOND ETF |
694,957 |
$31M |
9.26% |
0.5%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
289,729 |
$31M |
9.10% |
-0.5%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
405,228 |
$29M |
8.59% |
2.2%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
264,842 |
$15M |
4.35% |
0.8%
|
- |
|
DFAS
|
US |
DIMENSIONAL US SMALL CAP ETF |
183,910 |
$12M |
3.53% |
1.0%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
472,837 |
$11M |
3.23% |
198.3%
|
- |
|
AAPL
|
US |
APPLE INC |
30,512 |
$8M |
2.25% |
0.0%
|
- |
|
DFIV
|
US |
DIMENSIONAL INTERNATIONAL VA |
150,462 |
$5M |
1.57% |
2.3%
|
- |
|
JMUB
|
US |
JPMORGAN MUNICIPAL ETF |
96,678 |
$5M |
1.43% |
11.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
32,680 |
$4M |
1.29% |
0.0%
|
- |
|
IWB
|
US |
ISHARES RUSSELL 1000 ETF |
9,926 |
$3M |
0.94% |
-18.3%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
16,244 |
$3M |
0.91% |
0.1%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
6,459 |
$3M |
0.76% |
-1.1%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
5,622 |
$3M |
0.75% |
-
|
- |
|
BSCP
|
US |
INVESCO BULLETSHARES 2025 CB |
111,391 |
$2M |
0.68% |
1.0%
|
- |
|
VBK
|
US |
VANGUARD SMALL-CAP GRWTH ETF |
8,170 |
$2M |
0.67% |
-10.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
8,555 |
$2M |
0.55% |
-
|
- |
|
DFAU
|
US |
DIMENSIONAL US CORE EQUITY M |
45,194 |
$2M |
0.54% |
2.4%
|
- |