|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
740,965 |
$26M |
11.72% |
2.9%
|
- |
|
CBRE
|
US |
CBRE GROUP INC - A |
138,367 |
$18M |
8.31% |
-4.7%
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
649,730 |
$17M |
7.68% |
12.3%
|
- |
|
AVUS
|
US |
AVANTIS U.S. EQUITY ETF |
166,942 |
$16M |
7.40% |
0.7%
|
- |
|
DFAX
|
US |
DIMENSIONAL WORLD EX US CORE |
618,217 |
$15M |
7.03% |
2.4%
|
- |
|
AVDE
|
US |
AVANTIS INTERNATIONAL EQUITY |
246,133 |
$15M |
6.91% |
9.5%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
190,581 |
$15M |
6.74% |
25.1%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
104,918 |
$10M |
4.65% |
5.6%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
45,985 |
$8M |
3.56% |
1.2%
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
284,059 |
$7M |
3.40% |
2.9%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
15,107 |
$6M |
2.84% |
5.1%
|
- |
|
DFAU
|
US |
DIMENSIONAL US CORE EQUITY M |
144,365 |
$6M |
2.67% |
0.2%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
66,591 |
$4M |
1.90% |
-2.2%
|
- |
|
DFUS
|
US |
DIMENSIONAL US EQ MKT ETF |
59,305 |
$4M |
1.73% |
-1.3%
|
- |
|
JMUB
|
US |
JPMORGAN MUNICIPAL ETF |
70,326 |
$4M |
1.61% |
13.1%
|
- |
|
VUSB
|
US |
VANGUARD ULTRA SHORT BOND ET |
69,728 |
$3M |
1.58% |
5.3%
|
- |
|
AAPL
|
US |
APPLE INC |
12,780 |
$3M |
1.46% |
-0.3%
|
- |
|
AVEM
|
US |
AVANTIS EMERGING MARKETS EQ |
53,009 |
$3M |
1.43% |
10.1%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
9,859 |
$3M |
1.31% |
34.7%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
39,334 |
$3M |
1.29% |
23.8%
|
- |