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| Holdings Found : 100 | View All Holdings | Currently Viewing: ALL | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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AVUS | Avantis Us Equity Etf | - | $0.00 | $47,239,000 | 579,262 | % | 5,213,000 | 5,605 | 0 | N/A | |
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AVDE | Avantis International Equit... | - | $61.74 | $44,129,000 | 730,242 | % | 4,012,000 | 9,359 | 0 | N/A | |
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AVUV | Avantis Us Small Cap Value Etf | - | $88.39 | $41,116,000 | 457,863 | % | 5,230,000 | -2,511 | 0 | N/A | |
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AAPL | Apple Inc | - | $169.30 | $17,990,000 | 93,440 | % | 1,929,000 | -370 | 0 | N/A | |
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AVDV | Avantis International Small... | - | $0.00 | $17,256,000 | 276,143 | % | 1,275,000 | -98 | 0 | N/A | |
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DFUV | DFA Dimensional Us Marketwi... | - | $38.73 | $13,930,000 | 374,249 | % | 1,149,000 | -1,433 | 0 | N/A | |
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AVEM | Avantis Emerging Markets Eq... | - | $0.00 | $9,035,000 | 160,228 | % | 598,000 | 398 | 0 | N/A | |
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DFIV | Dimensional International V... | - | $36.07 | $4,861,000 | 141,459 | % | 206,000 | -1,245 | 0 | N/A | |
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SCHV | Schwab Strategic Trust | - | $72.36 | $4,633,000 | 66,084 | % | 344,000 | -460 | 0 | N/A | |
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BSJO | Invesco Bulletshares 2024 H... | - | $22.72 | $4,444,000 | 195,634 | % | 135,000 | 3,982 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $459.93 | $3,837,000 | 8,785 | % | 427,000 | 132 | 0 | N/A | |
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SNOW | Snowflake Inc. | - | $156.14 | $3,817,000 | 19,181 | % | 123,000 | -5,000 | 0 | N/A | |
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SCHG | Schwab Strategic Trust | - | $88.74 | $3,599,000 | 43,372 | % | 1,054,000 | 8,369 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $394.94 | $3,522,000 | 9,367 | % | 509,000 | -175 | 0 | N/A | |
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MQ | Marqeta, Inc. | - | $5.50 | $3,449,000 | 494,060 | % | 495,000 | 0 | 0 | N/A | |
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DFAI | Dfa Dimensional Internation... | - | $0.00 | $3,379,000 | 117,991 | % | 398,000 | 3,815 | 0 | N/A | |
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VBR | Vanguard Small Cap Val VIPER | - | $180.49 | $2,915,000 | 16,200 | % | 159,000 | -1,081 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | - | $247.99 | $2,915,000 | 12,286 | % | -252,000 | -2,623 | 0 | N/A | |
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BSJP | Invesco Bulletshares 2025 H... | - | $22.94 | $2,887,000 | 127,005 | % | 1,426,000 | 62,002 | 0 | N/A | |
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DFAC | Dimensional U S Core Equity... | - | $30.36 | $2,850,000 | 97,490 | % | 303,000 | 275 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $179.00 | $2,342,000 | 15,416 | % | 386,000 | 31 | 0 | N/A | |
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DFAT | Dimensional U S Targeted Va... | - | $51.21 | $2,151,000 | 41,107 | % | 278,000 | 102 | 0 | N/A | |
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DFUS | Dimensional U S Equity Etf | - | $54.48 | $2,076,000 | 40,057 | % | 431,000 | 4,718 | 0 | N/A | |
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EMXC | Ishares Msci Emerging Marke... | - | $0.00 | $1,927,000 | 34,769 | % | 436,000 | 4,845 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $502.86 | $1,785,000 | 3,738 | % | 157,000 | -35 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $439.19 | $1,603,000 | 4,530 | % | 407,000 | 546 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $268.69 | $1,545,000 | 5,872 | % | 337,000 | -87 | 0 | N/A | |
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V | Visa Inc | - | $267.32 | $1,244,000 | 4,778 | % | 331,000 | 810 | 0 | N/A | |
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SOXX | iShares S&P GSTI Semiconductor | - | $206.76 | $1,188,000 | 2,062 | % | 205,000 | -8 | 0 | N/A | |
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GILD | Gilead Sciences Inc | - | $65.51 | $1,091,000 | 13,463 | % | 78,000 | -52 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $179.99 | $1,089,000 | 4,383 | % | -11,000 | -15 | 0 | Auto Manufacturers | |
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DFAE | Dfa Dimensional Emerging Co... | - | $0.00 | $1,055,000 | 43,760 | % | 48,000 | -841 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $163.86 | $1,018,000 | 7,290 | % | 65,000 | 10 | 0 | N/A | |
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AVLV | Avantis Us Large Cap Value Etf | - | $0.00 | $998,000 | 17,286 | % | 41,000 | -878 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $191.86 | $979,000 | 5,756 | % | 164,000 | 138 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $213.82 | $968,000 | 4,537 | % | 89,000 | -114 | 0 | N/A | |
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DISV | Dfa Dimensional Internation... | - | $0.00 | $964,000 | 37,396 | % | 99,000 | 1,026 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.03 | $953,000 | 9,532 | % | -150,000 | 148 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $500.35 | $882,000 | 1,849 | % | 91,000 | 6 | 0 | N/A | |
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IWY | iShares Trust | - | $186.72 | $880,000 | 5,024 | % | 107,000 | 0 | 0 | N/A | |
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INTC | Intel Corp | - | $30.37 | $782,000 | 15,557 | % | 229,000 | -11 | 0 | N/A | |
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AVGE | Avantis All Equity Markets Etf | - | $0.00 | $755,000 | 11,659 | % | 85,000 | 262 | 0 | N/A | |
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DFAS | Dimensional U S Small Cap Etf | - | $58.60 | $733,000 | 12,292 | % | 87,000 | -18 | 0 | N/A | |
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PSA | Public Storage Inc | - | $260.15 | $675,000 | 2,213 | % | 92,000 | 0 | 0 | N/A | |
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VEU | Vanguard FTSE All-World ETF | - | $57.31 | $647,000 | 11,529 | % | -279,000 | -6,315 | 0.002 | Closed - End Fund - F... | |
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ADBE | Adobe Systems Inc | - | $469.39 | $637,000 | 1,068 | % | 267,000 | 342 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $151.18 | $630,000 | 4,018 | % | -345,000 | -2,241 | 0 | N/A | |
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IFRA | Ishares Us Infrastructure Etf | - | $0.00 | $623,000 | 15,468 | % | 23,000 | -822 | 0 | N/A | |
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VHT | Vanguard Health Care Vipers | - | $257.28 | $588,000 | 2,347 | % | 37,000 | 13 | 0 | N/A | |
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GWX | St Spdr S&P Intl Sc | - | $31.28 | $544,000 | 17,114 | % | 45,000 | 0 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $830.41 | $540,000 | 1,091 | % | -85,000 | -346 | 0 | N/A | |
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DFSV | Dfa Dimensional Us Small Ca... | - | $0.00 | $524,000 | 17,989 | % | 148,000 | 3,165 | 0 | N/A | |
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FNDA | Schwab Fundamental Us Small... | - | $53.76 | $503,000 | 9,082 | % | 63,000 | 0 | 0 | N/A | |
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VNQ | Vanguard REIT Index VIPERs | - | $79.64 | $502,000 | 5,686 | % | 6,000 | -801 | 0 | N/A | |
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QQQ | Invesco QQQ Trust Series I | - | $421.52 | $475,000 | 1,160 | % | 59,000 | 0 | 0 | N/A | |
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PRCH | Porch Group | - | $3.26 | $449,000 | 145,650 | % | 332,000 | 0 | 0 | N/A | |
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VXUS | Vanguard Total Internationa... | - | $58.85 | $448,000 | 7,726 | % | 63,000 | 524 | 0 | N/A | |
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GLD | streetTRACKS Gold Trust | - | $213.79 | $443,000 | 2,317 | % | 46,000 | 0 | 0 | N/A | |
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DFIC | Dfa Dimensional Internation... | - | $0.00 | $443,000 | 17,362 | % | 25,000 | -542 | 0 | N/A | |
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IAU | iShares COMEX Gold Trust | - | $43.69 | $439,000 | 11,250 | % | 45,000 | 0 | 0 | N/A | |
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NVO | Novo Nordisk A/S (ADR) | - | $129.21 | $439,000 | 4,244 | % | 53,000 | 0 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $722.22 | $436,000 | 645 | % | 70,000 | -3 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $165.57 | $428,000 | 3,038 | % | 24,000 | -23 | 0 | N/A | |
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AVIV | Avantis International Large... | - | $0.00 | $404,000 | 7,842 | % | 34,000 | 162 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,242.86 | $388,000 | 348 | % | 127,000 | 34 | 0 | N/A | |
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AVRE | Avantis Real Estate Etf | - | $0.00 | $373,000 | 8,609 | % | 110,000 | 1,606 | 0 | N/A | |
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MA | MasterCard Inc A | - | $442.07 | $368,000 | 863 | % | 24,000 | -6 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $46.84 | $362,000 | 7,163 | % | -25,000 | -38 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $398.58 | $360,000 | 1,008 | % | -24,000 | -88 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $161.72 | $358,000 | 2,311 | % | 11,000 | -18 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $484.11 | $355,000 | 675 | % | 38,000 | 47 | 0 | N/A | |
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DFIS | Dfa Dimensional Internation... | - | $0.00 | $345,000 | 14,279 | % | 32,000 | 0 | 0 | N/A | |
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COP | ConocoPhillips | - | $124.34 | $341,000 | 2,942 | % | -13,000 | -2 | 0 | N/A | |
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FNDB | Schwab Fundamental Us Broad... | - | $62.96 | $338,000 | 5,525 | % | 34,000 | 0 | 0 | N/A | |
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BIV | Vanguard Intermediate-Term ... | - | $73.32 | $333,000 | 4,359 | % | -286,000 | -4,198 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $38.20 | $329,000 | 7,499 | % | -4,000 | -4 | 0 | N/A | |
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CVX | Chevron Corp | - | $159.63 | $323,000 | 2,165 | % | -71,000 | -174 | 0 | N/A | |
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UBS | UBS AG (USA) | - | $26.19 | $320,000 | 10,350 | % | 68,000 | 120 | 0 | N/A | |
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PAVE | Global X Us Infrastructure ... | - | $0.00 | $312,000 | 9,001 | % | 39,000 | 0 | 0 | N/A | |
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HD | Home Depot Inc | - | $331.97 | $306,000 | 883 | % | 32,000 | -23 | 0 | N/A | |
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VWO | Vanguard Emerging Markets S... | - | $42.22 | $306,000 | 7,450 | % | -83,000 | -2,483 | 0 | N/A | |
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BSJQ | Invesco Bulletshares 2026 H... | - | $0.00 | $285,000 | 12,315 | % | 6,000 | 0 | 0 | N/A | |
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AVIG | Avantis Core Fixed Income Etf | - | $0.00 | $284,000 | 6,785 | % | 15,000 | 0 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $104.74 | $282,000 | 2,601 | % | 21,000 | -150 | 0 | N/A | |
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CB | Chubb Ltd (ACE Ltd) | New | $249.93 | $280,000 | 1,237 | % | 280,000 | 1,237 | 0 | N/A | |
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ORCL | Oracle Corp | - | $114.63 | $277,000 | 2,625 | % | -3,000 | -20 | 0 | N/A | |
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INDA | iShares Msci India ETF | - | $0.00 | $273,000 | 5,601 | % | 25,000 | 0 | 0 | N/A | |
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IBB | iShares Tr Nasdaq Biotech | - | $129.49 | $267,000 | 1,965 | % | 26,000 | 0 | 0 | N/A | |
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ASML | ASML Holding N.V. (ADR) | - | $0.00 | $262,000 | 346 | % | 58,000 | 0 | 0 | N/A | |
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HPE | Hewlett Packard Enterprise Co | - | $16.44 | $261,000 | 15,344 | % | -40,000 | -1,923 | 0 | N/A | |
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DHR | Danaher Corp | - | $246.89 | $256,000 | 1,105 | % | -19,000 | -4 | 0 | N/A | |
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VUG | Vanguard Growth VIPERS | - | $328.89 | $251,000 | 808 | % | 31,000 | 0 | 0 | N/A | |
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FNDF | Schwab Fundamental Internat... | - | $34.69 | $248,000 | 7,348 | % | 15,000 | 0 | 0 | N/A | |
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IWB | ishares trust Russell 1000 | - | $275.18 | $240,000 | 916 | % | 24,000 | 0 | 0 | N/A | |
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PSX | Phillips 66 | - | $140.21 | $238,000 | 1,791 | % | 23,000 | 0 | 0 | N/A | |
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VVV | Valvoline Inc | - | $42.50 | $237,000 | 6,314 | % | 32,000 | -54 | 0 | N/A | |
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PEP | Pepsico Inc | - | $175.15 | $236,000 | 1,381 | % | -4,000 | -38 | 0 | N/A | |
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MAR | Marriott International Inc | - | $233.86 | $231,000 | 1,024 | % | -3,000 | -165 | 0 | N/A | |
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MPC | Marathon Petroleum Corp | - | $178.97 | $230,000 | 1,550 | % | -4,000 | 1 | 0 | N/A | |
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SCHF | Schwab Strategic Trust | - | $37.63 | $229,000 | 6,192 | % | 19,000 | 0 | 0 | N/A |
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