DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
2,084,014 |
$72M |
29.36% |
-2.3%
|
- |
AVUS
|
US |
AVANTIS U.S. EQUITY ETF |
262,954 |
$25M |
10.38% |
4.9%
|
- |
DFUV
|
US |
DIMENSIONAL US MARKETWIDE VA |
579,742 |
$24M |
9.66% |
-0.9%
|
- |
VOO
|
US |
VANGUARD S&P 500 ETF |
26,148 |
$14M |
5.74% |
8.2%
|
- |
DFAS
|
US |
DIMENSIONAL US SMALL CAP ETF |
159,326 |
$10M |
4.22% |
-1.5%
|
- |
AVDE
|
US |
AVANTIS INTERNATIONAL EQUITY |
161,895 |
$10M |
4.05% |
7.9%
|
- |
AVRE
|
US |
AVANTIS REAL ESTATE ETF |
234,819 |
$10M |
4.01% |
-1.5%
|
- |
SPY
|
US |
SPDR S&P 500 ETF TRUST |
8,570 |
$5M |
2.05% |
-9.3%
|
- |
SPY
|
US |
SPDR S&P 500 ETF TRUST |
8,200 |
$5M |
1.96% |
-9.3%
|
Put |
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
48,601 |
$5M |
1.91% |
8.8%
|
- |
AAPL
|
US |
APPLE INC |
16,707 |
$4M |
1.70% |
0.0%
|
- |
AVEM
|
US |
AVANTIS EMERGING MARKETS EQ |
62,062 |
$4M |
1.49% |
6.4%
|
- |
XOM
|
US |
EXXON MOBIL CORP |
28,260 |
$3M |
1.24% |
0.2%
|
- |
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
48,897 |
$3M |
1.11% |
-0.7%
|
- |
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
40,233 |
$3M |
1.02% |
-1.9%
|
- |
PJUL
|
US |
INNOVATOR U.S. EQUITY POWER |
59,777 |
$2M |
1.00% |
-
|
- |
GLD
|
US |
SPDR GOLD SHARES |
9,997 |
$2M |
0.99% |
62.5%
|
- |
PFEB
|
US |
INNOVATOR U.S. EQUITY POWER |
58,414 |
$2M |
0.88% |
-2.8%
|
- |
POCT
|
US |
INNOVATOR U.S. EQUITY POWER |
40,981 |
$2M |
0.66% |
65.0%
|
- |
PAPR
|
US |
INNOVATOR U.S. EQUITY POWER |
43,928 |
$2M |
0.66% |
-0.3%
|
- |