|
CGCP
|
US |
CAP GROUP CORE PLUS INCOME |
834,764 |
$19M |
12.87% |
-3.4%
|
- |
|
CGDV
|
US |
CAP GROUP DIVIDEND VALUE |
374,277 |
$13M |
9.16% |
-9.4%
|
- |
|
DFAU
|
US |
DIMENSIONAL US CORE EQUITY M |
275,356 |
$11M |
7.74% |
-16.5%
|
- |
|
DFCF
|
US |
DIMENSIONAL CORE FIXED INC |
210,827 |
$9M |
6.04% |
-4.0%
|
- |
|
DFLV
|
US |
DIM US LARGE CAP VALUE ETF |
279,153 |
$8M |
5.82% |
-13.3%
|
- |
|
DFSD
|
US |
DIMENSIONAL SHORT DURATION |
173,020 |
$8M |
5.63% |
-6.9%
|
- |
|
CGGO
|
US |
CAP GROUP GLOBAL GROWTH |
255,040 |
$7M |
5.17% |
-10.4%
|
- |
|
CGUS
|
US |
CAP GROUP CORE EQUITY |
183,446 |
$6M |
4.45% |
-19.8%
|
- |
|
DFIV
|
US |
DIMENSIONAL INTERNATIONAL VA |
162,224 |
$6M |
4.00% |
-8.8%
|
- |
|
DFAE
|
US |
DIMENSIONAL EMERGING CORE EQ |
223,814 |
$6M |
3.94% |
-8.8%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
98,714 |
$5M |
3.82% |
-10.6%
|
- |
|
AAPL
|
US |
APPLE INC |
21,935 |
$5M |
3.81% |
-11.2%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
166,674 |
$5M |
3.23% |
217.5%
|
- |
|
CGGR
|
US |
CAP GROUP GROWTH EQUITY |
112,034 |
$4M |
2.89% |
-19.9%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
15,529 |
$4M |
2.85% |
-18.8%
|
- |
|
DFAI
|
US |
DIMENSIONAL INTERNATIONAL CO |
113,008 |
$3M |
2.29% |
-3.9%
|
- |
|
DFAS
|
US |
DIMENSIONAL US SMALL CAP ETF |
46,099 |
$3M |
2.08% |
-11.5%
|
- |
|
SHYG
|
US |
ISHARES 0-5 YR HY CORP BOND |
64,474 |
$3M |
1.91% |
-8.3%
|
- |
|
IHI
|
US |
ISHARES U.S. MEDICAL DEVICES |
40,829 |
$2M |
1.65% |
-20.1%
|
- |
|
IDMO
|
US |
INVESCO S&P INTERNATIONAL DE |
55,241 |
$2M |
1.56% |
-8.2%
|
- |