|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
708,782 |
$25M |
13.95% |
4.2%
|
- |
|
VCRB
|
US |
VANGUARD CORE BOND ETF |
290,154 |
$22M |
12.52% |
127.7%
|
- |
|
922907712
|
- |
VANGUARD MUN BD FDS |
228,251 |
$17M |
9.69% |
100.0%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
224,943 |
$11M |
6.45% |
-12.2%
|
- |
|
JMST
|
US |
JPM ULTRA-SHORT MUNI INCOME |
191,808 |
$10M |
5.53% |
-35.4%
|
- |
|
DUHP
|
US |
DIMENSIONAL US HIGH PROFI ET |
285,113 |
$10M |
5.48% |
11.3%
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
349,422 |
$9M |
5.14% |
15.7%
|
- |
|
JMUB
|
US |
JPMORGAN MUNICIPAL ETF |
147,680 |
$7M |
4.21% |
89.1%
|
- |
|
DIHP
|
US |
DIMENSIONAL INTERNATIONAL HI |
248,042 |
$6M |
3.56% |
4.7%
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
211,238 |
$6M |
3.15% |
-1.3%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
80,423 |
$4M |
2.55% |
16.1%
|
- |
|
AMLP
|
US |
ALERIAN MLP ETF |
78,953 |
$4M |
2.16% |
7.6%
|
- |
|
DISV
|
US |
DIMENSIONAL INTERNATIONAL SM |
119,383 |
$3M |
1.80% |
5.7%
|
- |
|
DFEV
|
US |
DIMENSIONAL EMERGING MARKETS |
115,266 |
$3M |
1.72% |
6.3%
|
- |
|
DFNM
|
US |
DIMENSIONAL NATIONAL MUNI BD |
55,371 |
$3M |
1.50% |
-25.4%
|
- |
|
GLDM
|
US |
SPDR GOLD MINISHARES TRUST |
46,474 |
$2M |
1.37% |
0.1%
|
- |
|
DFLV
|
US |
DIM US LARGE CAP VALUE ETF |
72,394 |
$2M |
1.24% |
6.1%
|
- |
|
GBTC
|
US |
GRAYSCALE BITCOIN TRUST ETF |
28,631 |
$2M |
1.20% |
-11.4%
|
- |
|
FBTC
|
US |
FIDELITY WISE ORIGIN BITCOIN |
25,663 |
$2M |
1.19% |
-0.8%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
6,676 |
$2M |
1.08% |
-1.8%
|
- |