|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
148,769 |
$43M |
32.05% |
2.8%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
326,323 |
$16M |
12.22% |
5.7%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
48,913 |
$12M |
8.74% |
0.9%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
22,661 |
$12M |
8.61% |
3.2%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
230,849 |
$11M |
8.21% |
4.8%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
40,733 |
$8M |
5.93% |
7.6%
|
- |
|
SCHJ
|
US |
SCHWAB 1-5 YR CORP BND ETF |
304,127 |
$7M |
5.51% |
115.5%
|
- |
|
DFSD
|
US |
DIMENSIONAL SHORT DURATION |
133,876 |
$6M |
4.67% |
9.0%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
65,538 |
$4M |
2.71% |
2.0%
|
- |
|
TSLA
|
US |
TESLA INC |
5,428 |
$2M |
1.63% |
-5.7%
|
- |
|
AAPL
|
US |
APPLE INC |
8,103 |
$2M |
1.51% |
0.5%
|
- |
|
ISCF
|
US |
ISHARES INTERNATIONAL SMALL |
55,036 |
$2M |
1.32% |
2.5%
|
- |
|
DFEV
|
US |
DIMENSIONAL EMERGING MARKETS |
66,674 |
$2M |
1.30% |
2.3%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
12,723 |
$2M |
1.27% |
-4.5%
|
- |
|
DFNM
|
US |
DIMENSIONAL NATIONAL MUNI BD |
27,543 |
$1M |
0.98% |
-5.2%
|
- |
|
DUSB
|
US |
DIMENSION ULTRASHORT FI ETF |
25,303 |
$1M |
0.95% |
-5.4%
|
- |
|
CMG
|
US |
CHIPOTLE MEXICAN GRILL INC |
7,898 |
$0M |
0.35% |
-6.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
1,972 |
$0M |
0.32% |
2.4%
|
- |
|
CVX
|
US |
CHEVRON CORP |
3,009 |
$0M |
0.32% |
1.2%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
2,996 |
$0M |
0.24% |
0.7%
|
- |