|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
639,220 |
$22M |
15.59% |
4.7%
|
- |
|
DFAI
|
US |
DIMENSIONAL INTERNATIONAL CO |
442,608 |
$13M |
9.11% |
7.4%
|
- |
|
VWOB
|
US |
VANGUARD EMERG MKTS GOV BND |
181,952 |
$11M |
8.10% |
9.9%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
31,246 |
$9M |
6.39% |
5.3%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
112,635 |
$6M |
4.57% |
2.9%
|
- |
|
DFAE
|
US |
DIMENSIONAL EMERGING CORE EQ |
238,841 |
$6M |
4.27% |
2.3%
|
- |
|
EMB
|
US |
ISHARES JP MORGAN USD EMERGI |
58,359 |
$5M |
3.66% |
0.1%
|
- |
|
VNQ
|
US |
VANGUARD REAL ESTATE ETF |
57,115 |
$5M |
3.59% |
0.2%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
8,333 |
$3M |
2.41% |
-0.2%
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
67,579 |
$3M |
2.36% |
-0.5%
|
- |
|
VNQI
|
US |
VANGUARD GLBL EX-US REAL EST |
83,741 |
$3M |
2.34% |
2.2%
|
- |
|
AAPL
|
US |
APPLE INC |
13,157 |
$3M |
2.32% |
-1.5%
|
- |
|
HYG
|
US |
ISHARES IBOXX HIGH YLD CORP |
39,493 |
$3M |
2.19% |
0.0%
|
- |
|
VV
|
US |
VANGUARD LARGE-CAP ETF |
9,723 |
$3M |
1.85% |
-
|
- |
|
HD
|
US |
HOME DEPOT INC |
6,224 |
$2M |
1.71% |
-3.1%
|
- |
|
ETJ
|
US |
EATON VANCE RSK-MGD DIVERS |
257,631 |
$2M |
1.69% |
-1.1%
|
- |
|
VONG
|
US |
VANGUARD RUSSELL 1000 GROWTH |
20,313 |
$2M |
1.48% |
-6.2%
|
- |
|
DFAU
|
US |
DIMENSIONAL US CORE EQUITY M |
51,534 |
$2M |
1.47% |
-
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
67,146 |
$2M |
1.22% |
0.0%
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
57,815 |
$2M |
1.07% |
-
|
- |