|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
681,821 |
$24M |
13.06% |
4.4%
|
- |
|
DUSB
|
US |
DIMENSION ULTRASHORT FI ETF |
279,417 |
$14M |
7.83% |
15.3%
|
- |
|
DFUS
|
US |
DIMENSIONAL US EQ MKT ETF |
175,503 |
$11M |
6.20% |
8.5%
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
279,963 |
$7M |
4.01% |
9.6%
|
- |
|
DFAI
|
US |
DIMENSIONAL INTERNATIONAL CO |
241,179 |
$7M |
3.90% |
3.0%
|
- |
|
DFAU
|
US |
DIMENSIONAL US CORE EQUITY M |
174,110 |
$7M |
3.90% |
5.0%
|
- |
|
GTO
|
US |
INVESCO TOTAL RETURN BOND ET |
139,130 |
$6M |
3.58% |
34.6%
|
- |
|
AAPL
|
US |
APPLE INC |
24,989 |
$6M |
3.47% |
-1.7%
|
- |
|
LH
|
US |
LABCORP HOLDINGS INC |
14,113 |
$3M |
1.79% |
-2.2%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
7,682 |
$3M |
1.75% |
5.7%
|
- |
|
PM
|
US |
PHILIP MORRIS INTERNATIONAL |
24,511 |
$3M |
1.63% |
-1.9%
|
- |
|
MKL
|
US |
MARKEL GROUP INC |
1,572 |
$3M |
1.50% |
-3.0%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
13,652 |
$3M |
1.44% |
8.3%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
4,039 |
$2M |
1.31% |
-3.7%
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
39,999 |
$2M |
1.31% |
-2.0%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
4,007 |
$2M |
1.30% |
-1.4%
|
- |
|
STT
|
US |
STATE STREET CORP |
22,974 |
$2M |
1.25% |
-2.5%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
11,897 |
$2M |
1.15% |
5.7%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
45,699 |
$2M |
1.11% |
-1.6%
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
68,158 |
$2M |
0.99% |
6.7%
|
- |