|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
1,099,986 |
$38M |
36.04% |
-
|
- |
|
DFAX
|
US |
DIMENSIONAL WORLD EX US CORE |
636,212 |
$16M |
14.98% |
-
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
21,849 |
$12M |
11.15% |
-
|
- |
|
DFNM
|
US |
DIMENSIONAL NATIONAL MUNI BD |
186,803 |
$9M |
8.45% |
-
|
- |
|
DFCF
|
US |
DIMENSIONAL CORE FIXED INC |
161,514 |
$7M |
6.31% |
-
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
130,290 |
$4M |
4.21% |
-
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
85,262 |
$4M |
4.05% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
11,046 |
$3M |
2.62% |
-
|
- |
|
VXF
|
US |
VANGUARD EXTENDED MARKET ETF |
13,647 |
$3M |
2.46% |
-
|
- |
|
DFGX
|
US |
DIM GBL EX US C FIXED INC |
43,288 |
$2M |
2.15% |
-
|
- |
|
SPEM
|
US |
SPDR PORTFOLIO EMERGING MARK |
38,338 |
$1M |
1.39% |
-
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
3,012 |
$1M |
0.83% |
-
|
- |
|
IUSB
|
US |
ISHARES CORE TOTAL BOND ETF |
18,251 |
$1M |
0.78% |
-
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
6,205 |
$1M |
0.57% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
957 |
$1M |
0.53% |
-
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
1,050 |
$1M |
0.51% |
-
|
- |
|
SUSL
|
US |
ISHARES ESG MSCI USA LEADERS |
5,169 |
$1M |
0.50% |
-
|
- |
|
IAGG
|
US |
ISHARES INTL AGGREGATE BOND |
10,199 |
$1M |
0.48% |
-
|
- |
|
EFA
|
US |
ISHARES MSCI EAFE ETF |
4,970 |
$0M |
0.36% |
-
|
- |
|
VT
|
US |
VANGUARD TOT WORLD STK ETF |
3,184 |
$0M |
0.35% |
-
|
- |