|
AAPL
|
US |
APPLE INC |
56,037 |
$14M |
5.36% |
15.2%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
44,853 |
$13M |
4.96% |
-0.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
26,260 |
$11M |
4.23% |
14.2%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
18,732 |
$11M |
4.19% |
-
|
- |
|
MDY
|
US |
SPDR S&P MIDCAP 400 ETF TRST |
18,552 |
$11M |
4.03% |
17.4%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
132,358 |
$9M |
3.55% |
-1.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
40,972 |
$9M |
3.43% |
25.4%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
38,451 |
$7M |
2.78% |
-3.6%
|
- |
|
DFAU
|
US |
DIMENSIONAL US CORE EQUITY M |
169,010 |
$7M |
2.61% |
5.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
49,792 |
$7M |
2.55% |
1.0%
|
- |
|
IWR
|
US |
ISHARES RUSSELL MID-CAP ETF |
74,952 |
$7M |
2.53% |
-3.8%
|
- |
|
KR
|
US |
KROGER CO |
103,113 |
$6M |
2.41% |
2605.7%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
8,453 |
$5M |
1.89% |
-1.0%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
87,261 |
$5M |
1.74% |
-5.6%
|
- |
|
DFAX
|
US |
DIMENSIONAL WORLD EX US CORE |
166,046 |
$4M |
1.58% |
2.9%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
35,410 |
$4M |
1.56% |
-
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
14,911 |
$4M |
1.36% |
24.8%
|
- |
|
DFCF
|
US |
DIMENSIONAL CORE FIXED INC |
81,301 |
$3M |
1.28% |
111.3%
|
- |
|
WMT
|
US |
WALMART INC |
33,336 |
$3M |
1.15% |
4.7%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
9,229 |
$3M |
1.11% |
65.8%
|
- |