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| Holdings Found : 100 | View All Holdings | Currently Viewing: Increased Positions | 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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DFAU | Dfa Dimensional Us Core Equ... | - | $0.00 | $27,337,000 | 748,147 | % | 8,063,000 | 104,617 | 0 | N/A | |
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DFAI | Dfa Dimensional Internation... | - | $0.00 | $18,224,000 | 603,055 | % | 5,410,000 | 112,277 | 0 | N/A | |
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AVUV | Avantis Us Small Cap Value Etf | - | $91.65 | $17,672,000 | 188,579 | % | 15,106,000 | 155,659 | 0 | N/A | |
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DFSD | Dfa Dimensional Short-durat... | - | $0.00 | $15,383,000 | 327,024 | % | 405,000 | 4,080 | 0 | N/A | |
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AVDV | Avantis International Small... | - | $0.00 | $9,280,000 | 140,912 | % | 2,518,000 | 24,021 | 0 | N/A | |
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AVLV | Avantis Us Large Cap Value Etf | - | $0.00 | $8,785,000 | 136,712 | % | 2,249,000 | 12,634 | 0 | N/A | |
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AVEM | Avantis Emerging Markets Eq... | - | $0.00 | $8,116,000 | 140,027 | % | 7,428,000 | 126,992 | 0 | N/A | |
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AVRE | Avantis Real Estate Etf | - | $0.00 | $2,700,000 | 63,849 | % | 819,000 | 13,786 | 0 | N/A | |
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FNDC | Schwab Fundamental Internat... | - | $35.37 | $1,533,000 | 43,229 | % | 322,000 | 5,564 | 0 | N/A | |
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AVSF | Avantis Shortterm Fixed Inc... | - | $0.00 | $1,321,000 | 28,540 | % | 1,011,000 | 21,731 | 0 | N/A | |
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AVUS | Avantis Us Equity Etf | - | $0.00 | $1,280,000 | 14,296 | % | 254,000 | 294 | 0 | N/A | |
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PXSV | Invesco Russell 2000 Pure V... | - | $54.96 | $1,163,000 | 20,431 | % | 548,000 | 7,657 | 0 | N/A | |
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DFUS | Dimensional U S Equity Etf | - | $56.36 | $715,000 | 12,546 | % | 165,000 | 733 | 0 | N/A | |
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DFIV | Dimensional International V... | - | $37.01 | $641,000 | 17,436 | % | 89,000 | 512 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $410.54 | $624,000 | 1,484 | % | 301,000 | 460 | 0 | N/A | |
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AAPL | Apple Inc | - | $182.74 | $623,000 | 3,633 | % | 15,000 | 82 | 0 | N/A | |
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ISVL | Ishares Intl Developed Smal... | - | $0.00 | $328,000 | 9,257 | % | 53,000 | 309 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.00 | $288,000 | 1,597 | % | 178,000 | 734 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $472.60 | $271,000 | 559 | % | 199,000 | 319 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.15 | $218,000 | 1,878 | % | 75,000 | 663 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $519.81 | $214,000 | 407 | % | 53,000 | 31 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $108.26 | $207,000 | 1,876 | % | 32,000 | 26 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $904.12 | $173,000 | 191 | % | 128,000 | 87 | 0 | N/A | |
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VNQ | Vanguard REIT Index VIPERs | - | $81.45 | $157,000 | 1,820 | % | 96,000 | 1,022 | 0 | N/A | |
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HD | Home Depot Inc | - | $338.83 | $155,000 | 403 | % | 41,000 | 25 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $195.65 | $153,000 | 763 | % | 82,000 | 274 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $169.38 | $127,000 | 839 | % | 72,000 | 420 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $763.41 | $122,000 | 166 | % | 80,000 | 92 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,325.37 | $97,000 | 73 | % | 57,000 | 25 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $148.95 | $93,000 | 590 | % | 15,000 | 86 | 0 | N/A | |
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DFAS | Dimensional U S Small Cap Etf | - | $60.90 | $88,000 | 1,405 | % | 41,000 | 507 | 0 | N/A | |
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LLY | Eli Lilly & Co | - | $775.00 | $82,000 | 105 | % | 34,000 | 15 | 0 | N/A | |
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TXN | Texas Instruments Inc | - | $183.95 | $79,000 | 455 | % | 18,000 | 73 | 0 | N/A | |
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T | AT&T Corp | - | $17.11 | $78,000 | 4,432 | % | 67,000 | 3,681 | 0 | N/A | |
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ADP | Automatic Data Processing Inc | - | $242.94 | $77,000 | 308 | % | 12,000 | 40 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $39.05 | $75,000 | 1,720 | % | 31,000 | 721 | 0 | N/A | |
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WM | Waste Management Inc | - | $210.00 | $73,000 | 342 | % | 22,000 | 11 | 0 | N/A | |
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TRV | Travelers Companies Inc | - | $217.34 | $69,000 | 301 | % | 35,000 | 93 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $406.37 | $69,000 | 165 | % | 36,000 | 71 | 0 | N/A | |
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AMAT | Applied Materials Inc | - | $207.36 | $69,000 | 336 | % | 59,000 | 261 | 0 | N/A | |
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CVX | Chevron Corp | - | $162.54 | $68,000 | 434 | % | 31,000 | 215 | 0 | N/A | |
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LRCX | Lam Research Corp | - | $913.28 | $66,000 | 68 | % | 42,000 | 30 | 0 | N/A | |
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V | Visa Inc | - | $277.19 | $65,000 | 234 | % | 32,000 | 91 | 0 | N/A | |
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ACN | Accenture Plc | - | $311.99 | $62,000 | 179 | % | 18,000 | 37 | 0 | N/A | |
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UPS | United Parcel Service Inc | - | $147.77 | $60,000 | 401 | % | 5,000 | 49 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $165.07 | $58,000 | 359 | % | 46,000 | 280 | 0 | N/A | |
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RTX | RTX Corp | - | $101.02 | $56,000 | 576 | % | 19,000 | 67 | 0 | Conglomerates | |
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ETN | Eaton Corp | - | $330.40 | $51,000 | 163 | % | 20,000 | 19 | 0 | N/A | |
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CAT | Caterpillar Inc | - | $344.50 | $51,000 | 139 | % | 41,000 | 104 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $49,000 | 811 | % | 40,000 | 754 | 0 | N/A | |
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UNP | Union Pacific Corp | - | $245.90 | $46,000 | 187 | % | 23,000 | 75 | 0 | N/A | |
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MA | MasterCard Inc A | - | $454.77 | $45,000 | 94 | % | 31,000 | 59 | 0 | N/A | |
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INTC | Intel Corp | - | $30.00 | $45,000 | 1,014 | % | 19,000 | 295 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $39.48 | $45,000 | 1,070 | % | 29,000 | 591 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $180.55 | $44,000 | 260 | % | 30,000 | 131 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $160.45 | $42,000 | 228 | % | 26,000 | 120 | 0 | N/A | |
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AMT | American Tower Corp | - | $181.33 | $40,000 | 202 | % | 7,000 | 2 | 0 | N/A | |
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NVO | Novo Nordisk A/S (ADR) | - | $126.69 | $39,000 | 301 | % | 14,000 | 31 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.00 | $37,000 | 740 | % | 5,000 | 143 | 0 | N/A | |
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MMM | 3M Co | - | $96.35 | $37,000 | 351 | % | 5,000 | 4 | 0 | N/A | |
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CSX | CSX Corp | - | $34.22 | $35,000 | 938 | % | 24,000 | 594 | 0 | N/A | |
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LIN | Linde Plc | - | $427.71 | $34,000 | 73 | % | 16,000 | 24 | 0 | N/A | |
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SCHM | Schwab U.S. Mid-Cap Etf | - | $79.00 | $33,000 | 400 | % | 32,000 | 390 | 0 | N/A | |
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COP | ConocoPhillips | - | $123.06 | $33,000 | 261 | % | 11,000 | 82 | 0 | N/A | |
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NVR | NVR Inc | - | $7,575.00 | $32,000 | 4 | % | 20,000 | 2 | 0 | N/A | |
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NOBL | ProShares S&P 500 Dividend ... | - | $0.00 | $32,000 | 314 | % | 4,000 | 3 | 0 | N/A | |
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AMD | Advanced Micro Devices Inc | - | $153.62 | $31,000 | 169 | % | 21,000 | 70 | 0 | N/A | |
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SPGI | S&P Global Inc | - | $429.21 | $29,000 | 68 | % | 6,000 | 5 | 0 | N/A | |
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MU | Micron Technology Inc | - | $119.32 | $29,000 | 248 | % | 24,000 | 173 | 0 | N/A | |
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AIG | American International Grou... | - | $79.89 | $29,000 | 367 | % | 23,000 | 276 | 0 | N/A | |
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PEP | Pepsico Inc | - | $177.41 | $28,000 | 158 | % | 13,000 | 69 | 0 | N/A | |
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NFLX | Netflix Inc | - | $609.47 | $27,000 | 45 | % | 18,000 | 20 | 0 | N/A | |
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GWW | WW Grainger Inc | - | $948.92 | $27,000 | 27 | % | 20,000 | 17 | 0 | N/A | |
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FAST | Fastenal Co | - | $66.78 | $27,000 | 344 | % | 13,000 | 82 | 0 | N/A | |
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KR | Kroger Co | - | $55.38 | $26,000 | 448 | % | 20,000 | 322 | 0 | N/A | |
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ADI | Analog Devices Inc | - | $204.86 | $26,000 | 130 | % | 5,000 | 11 | 0 | N/A | |
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TJX | TJX Companies Inc | - | $98.50 | $25,000 | 245 | % | 19,000 | 177 | 0 | N/A | |
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WFC | Wells Fargo & Co | - | $61.23 | $24,000 | 410 | % | 16,000 | 207 | 0 | N/A | |
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NKE | Nike Inc B | - | $93.59 | $22,000 | 237 | % | 6,000 | 71 | 0 | N/A | |
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PCAR | Paccar Inc | - | $106.11 | $22,000 | 181 | % | 15,000 | 96 | 0 | Trucks & Other Vehicles | |
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BAC | Bank of America Corp | - | $37.71 | $22,000 | 590 | % | 15,000 | 334 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $278.97 | $22,000 | 74 | % | 13,000 | 31 | 0 | N/A | |
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AMP | Ameriprise Financial Inc | - | $425.94 | $21,000 | 47 | % | 16,000 | 31 | 0 | N/A | |
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ADBE | Adobe Systems Inc | - | $488.10 | $21,000 | 42 | % | 12,000 | 25 | 0 | N/A | |
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MPC | Marathon Petroleum Corp | - | $180.93 | $21,000 | 105 | % | 15,000 | 68 | 0 | N/A | |
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STLD | Steel Dynamics Inc | - | $130.82 | $21,000 | 138 | % | 13,000 | 68 | 0 | N/A | |
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TMUS | T-Mobile Us Inc | - | $162.83 | $20,000 | 123 | % | 13,000 | 70 | 0 | N/A | |
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ORCL | Oracle Corp | - | $117.39 | $20,000 | 158 | % | 9,000 | 51 | 0 | N/A | |
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DIS | Walt Disney Co | - | $105.44 | $20,000 | 162 | % | 8,000 | 12 | 0 | N/A | |
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BLK | BlackRock Inc A | - | $778.33 | $20,000 | 24 | % | 7,000 | 4 | 0 | N/A | |
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DE | Deere & Co | - | $405.42 | $19,000 | 46 | % | 10,000 | 21 | 0 | N/A | |
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ANTM | Anthem Inc | - | $533.35 | $19,000 | 36 | % | 15,000 | 27 | 0 | N/A | |
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SCHW | Charles Schwab Corp | - | $76.40 | $19,000 | 259 | % | 10,000 | 92 | 0 | N/A | |
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HIG | Hartford Financial Services... | - | $99.68 | $19,000 | 182 | % | 16,000 | 139 | 0 | N/A | |
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NOW | Servicenow, Inc. | - | $721.03 | $18,000 | 23 | % | 7,000 | 4 | 0 | N/A | |
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INTU | Intuit Inc | - | $632.43 | $18,000 | 27 | % | 8,000 | 8 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $104.94 | $17,000 | 148 | % | 15,000 | 128 | 0 | N/A | |
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DHI | DR Horton Inc | - | $147.74 | $17,000 | 103 | % | 9,000 | 32 | 0 | N/A | |
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VRTX | Vertex Pharmaceuticals Inc | - | $418.82 | $17,000 | 40 | % | 10,000 | 19 | 0 | N/A | |
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LYB | LyondellBasell Industries N.V. | - | $102.18 | $17,000 | 165 | % | 8,000 | 70 | 0 | N/A |
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