|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
124,327 |
$73M |
37.33% |
0.6%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
551,845 |
$19M |
9.74% |
7.5%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
93,716 |
$11M |
5.51% |
2.0%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
36,488 |
$11M |
5.39% |
0.2%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
15 |
$10M |
5.21% |
-11.8%
|
- |
|
DFSV
|
US |
DIMENSIONAL US SMALL CAP VAL |
269,456 |
$8M |
4.23% |
4.1%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
125,051 |
$8M |
3.97% |
0.0%
|
- |
|
DFAI
|
US |
DIMENSIONAL INTERNATIONAL CO |
195,419 |
$6M |
2.91% |
7.0%
|
- |
|
AAPL
|
US |
APPLE INC |
19,096 |
$5M |
2.44% |
0.0%
|
- |
|
CLPT
|
US |
CLEARPOINT NEURO INC |
244,422 |
$4M |
1.92% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
6,152 |
$4M |
1.84% |
0.0%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
46,249 |
$3M |
1.70% |
-12.9%
|
- |
|
TLT
|
US |
ISHARES 20+ YEAR TREASURY BD |
30,576 |
$3M |
1.36% |
3.7%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
26,688 |
$3M |
1.32% |
-1.1%
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
83,814 |
$2M |
1.10% |
0.2%
|
- |
|
PRF
|
US |
INVESCO FTSE RAFI US 1000 ET |
49,395 |
$2M |
1.02% |
0.0%
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
26,089 |
$2M |
0.99% |
-1.2%
|
- |
|
SPTM
|
US |
SPDR PORTFOLIO S&P 1500 COMP |
26,565 |
$2M |
0.97% |
-0.5%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
3,672 |
$2M |
0.85% |
25.7%
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
61,218 |
$2M |
0.82% |
0.6%
|
- |