|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
1,424,681 |
$49M |
20.60% |
1.3%
|
- |
|
DFAX
|
US |
DIMENSIONAL WORLD EX US CORE |
1,834,219 |
$46M |
19.07% |
4.4%
|
- |
|
DFCF
|
US |
DIMENSIONAL CORE FIXED INC |
925,849 |
$38M |
15.98% |
4.1%
|
- |
|
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
280,134 |
$27M |
11.31% |
0.0%
|
- |
|
DFGR
|
US |
DIM GLOBAL REAL ESTATE ETF |
594,262 |
$15M |
6.35% |
3.5%
|
- |
|
DFAE
|
US |
DIMENSIONAL EMERGING CORE EQ |
540,030 |
$14M |
5.73% |
3.3%
|
- |
|
AAPL
|
US |
APPLE INC |
26,496 |
$7M |
2.77% |
4.1%
|
- |
|
PRF
|
US |
INVESCO FTSE RAFI US 1000 ET |
140,370 |
$6M |
2.37% |
0.0%
|
- |
|
CMF
|
US |
ISHARES CALIFORNIA MUNI BOND |
55,601 |
$3M |
1.33% |
0.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
16,843 |
$2M |
0.95% |
-0.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
9,071 |
$2M |
0.83% |
-12.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,893 |
$2M |
0.69% |
12.2%
|
- |
|
MINT
|
US |
PIMCO ENHANCED SHORT MATURIT |
14,443 |
$1M |
0.61% |
-2.9%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
2 |
$1M |
0.57% |
-
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
4,362 |
$1M |
0.53% |
1.2%
|
- |
|
TIP
|
US |
ISHARES TIPS BOND ETF |
11,716 |
$1M |
0.52% |
-3.6%
|
- |
|
DFSB
|
US |
DIM GLB SUSTAIN FIX INC ETF |
23,015 |
$1M |
0.49% |
11.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
2,484 |
$1M |
0.47% |
-
|
- |
|
TSLA
|
US |
TESLA INC |
2,762 |
$1M |
0.47% |
-32.1%
|
- |
|
QCOM
|
US |
QUALCOMM INC |
5,044 |
$1M |
0.32% |
7.7%
|
- |