|
AVUS
|
US |
AVANTIS U.S. EQUITY ETF |
448,480 |
$43M |
34.78% |
-
|
- |
|
DFAX
|
US |
DIMENSIONAL WORLD EX US CORE |
796,149 |
$20M |
15.84% |
-
|
- |
|
FBCG
|
US |
FIDELITY BLUE CHIP GROWTH |
426,261 |
$20M |
15.78% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
16,512 |
$4M |
3.31% |
-
|
- |
|
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
41,642 |
$4M |
3.22% |
-
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
86,455 |
$3M |
2.39% |
-
|
- |
|
TSLA
|
US |
TESLA INC |
5,472 |
$2M |
1.77% |
-
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
3 |
$2M |
1.63% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
4,341 |
$2M |
1.46% |
-
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
32,316 |
$2M |
1.30% |
-
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
30,493 |
$2M |
1.21% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
2,276 |
$1M |
1.07% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
5,347 |
$1M |
0.94% |
-
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
1,214 |
$1M |
0.89% |
-
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
1,710 |
$1M |
0.74% |
-
|
- |
|
NUV
|
US |
NUVEEN MUNICIPAL VALUE |
101,869 |
$1M |
0.70% |
-
|
- |
|
XNEAX
|
US |
NUVEEN AMT-FR QLTY MUNI INC |
77,963 |
$1M |
0.70% |
-
|
- |
|
DFUV
|
US |
DIMENSIONAL US MARKETWIDE VA |
20,253 |
$1M |
0.66% |
-
|
- |
|
XLF
|
US |
FINANCIAL SELECT SECTOR SPDR |
16,237 |
$1M |
0.63% |
-
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
2,553 |
$1M |
0.61% |
-
|
- |