|
FBND
|
US |
FIDELITY TOTAL BOND ETF |
591,155 |
$27M |
12.33% |
4.4%
|
- |
|
DFIP
|
US |
DIMENSIONAL INFLATION-PROTEC |
420,965 |
$17M |
7.92% |
3.7%
|
- |
|
DFAE
|
US |
DIMENSIONAL EMERGING CORE EQ |
644,286 |
$16M |
7.60% |
2.1%
|
- |
|
DUHP
|
US |
DIMENSIONAL US HIGH PROFI ET |
398,448 |
$13M |
6.26% |
-1.2%
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
259,246 |
$13M |
5.97% |
-0.2%
|
- |
|
DFAI
|
US |
DIMENSIONAL INTERNATIONAL CO |
385,106 |
$11M |
5.23% |
119.8%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
1,600 |
$11M |
5.06% |
-
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
29,318 |
$8M |
3.60% |
15.6%
|
- |
|
DIHP
|
US |
DIMENSIONAL INTERNATIONAL HI |
303,137 |
$8M |
3.55% |
6.7%
|
- |
|
DFSD
|
US |
DIMENSIONAL SHORT DURATION |
154,573 |
$7M |
3.37% |
17.4%
|
- |
|
DFUS
|
US |
DIMENSIONAL US EQ MKT ETF |
111,260 |
$7M |
3.30% |
9.2%
|
- |
|
IGEB
|
US |
ISHARES INVESTMENT GRADE SYS |
112,957 |
$5M |
2.33% |
56.7%
|
- |
|
AAPL
|
US |
APPLE INC |
18,178 |
$5M |
2.12% |
-2.0%
|
- |
|
DFAS
|
US |
DIMENSIONAL US SMALL CAP ETF |
63,387 |
$4M |
1.92% |
14.4%
|
- |
|
CAT
|
US |
CATERPILLAR INC |
11,009 |
$4M |
1.86% |
-
|
- |
|
FLV
|
US |
AMERICAN CENTURY FOCUSED LAR |
55,130 |
$4M |
1.71% |
39.7%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
18,632 |
$4M |
1.70% |
-0.1%
|
- |
|
MCD
|
US |
MCDONALD'S CORP |
10,916 |
$3M |
1.47% |
-
|
- |
|
XLK
|
US |
TECHNOLOGY SELECT SECT SPDR |
11,705 |
$3M |
1.26% |
-0.3%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
5,729 |
$2M |
1.09% |
12.4%
|
- |