|
DFAU
|
US |
DIMENSIONAL US CORE EQUITY M |
2,694,681 |
$109M |
39.48% |
2.3%
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
1,502,904 |
$39M |
14.05% |
6.7%
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
942,787 |
$25M |
8.93% |
5.3%
|
- |
|
DFUV
|
US |
DIMENSIONAL US MARKETWIDE VA |
433,823 |
$18M |
6.42% |
3.5%
|
- |
|
DUHP
|
US |
DIMENSIONAL US HIGH PROFI ET |
415,211 |
$14M |
5.08% |
2.4%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
21,441 |
$13M |
4.57% |
0.2%
|
- |
|
IAGG
|
US |
ISHARES INTL AGGREGATE BOND |
215,943 |
$11M |
3.90% |
0.0%
|
- |
|
SHY
|
US |
ISHARES 1-3 YEAR TREASURY BO |
79,994 |
$7M |
2.37% |
-1.0%
|
- |
|
DFSD
|
US |
DIMENSIONAL SHORT DURATION |
130,582 |
$6M |
2.22% |
2.8%
|
- |
|
REET
|
US |
ISHARES GLOBAL REIT ETF |
234,848 |
$6M |
2.04% |
4.4%
|
- |
|
DFAS
|
US |
DIMENSIONAL US SMALL CAP ETF |
86,181 |
$6M |
2.03% |
4.7%
|
- |
|
AAPL
|
US |
APPLE INC |
8,274 |
$2M |
0.75% |
-1.3%
|
- |
|
JMUB
|
US |
JPMORGAN MUNICIPAL ETF |
33,102 |
$2M |
0.60% |
2.4%
|
- |
|
JMST
|
US |
JPM ULTRA-SHORT MUNI INCOME |
32,368 |
$2M |
0.59% |
2.8%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
2,798 |
$2M |
0.55% |
-0.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,348 |
$1M |
0.51% |
3.6%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
18,384 |
$1M |
0.47% |
4.6%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
9,294 |
$1M |
0.45% |
-4.9%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
2,109 |
$1M |
0.45% |
100.0%
|
- |
|
MUNI
|
US |
PIMCO INTERMEDIATE MUNICIPAL |
21,191 |
$1M |
0.40% |
2.4%
|
- |