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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
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DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 976,538 | +62,853 | +6.88% | $28.06 | 19.44% | 0.00% | 32,216,001 | 2025-03-31 | ||||||
DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 342,954 | +1,784 | +0.52% | $23.94 | 5.75% | 0.00% | 9,523,837 | 2025-03-31 | ||||||
DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 267,438 | +8,692 | +3.36% | $27.27 | 5.35% | 0.00% | 8,862,899 | 2025-03-31 | ||||||
DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 289,404 | +26,296 | +9.99% | $26.43 | 4.92% | 0.00% | 8,146,713 | 2025-03-31 | ||||||
DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 184,601 | -10 | -0.01% | $31.05 | 4.28% | 0.00% | 7,096,080 | 2025-03-31 | ||||||
SPY | SPDR S&P 500 ETF | 8,148 | 0 | 0.00% | $444.00 | 2.75% | 0.00% | 4,557,910 | 2025-03-31 | ||||||
DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 139,994 | +2,292 | +1.66% | $24.41 | 2.46% | 0.00% | 4,076,624 | 2025-03-31 | ||||||
AAPL | APPLE | 18,278 | +1,783 | +10.81% | $190.55 | 2.45% | 0.00% | 4,060,141 | 2025-03-31 | ||||||
DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 108,258 | +1,228 | +1.15% | $24.20 | 1.76% | 0.00% | 2,916,475 | 2025-03-31 | ||||||
MSFT | MICROSOFT | 7,200 | -1,234 | -14.63% | $364.39 | 1.63% | 0.00% | 2,702,969 | 2025-03-31 | ||||||
NVDA | NVIDIA | 24,425 | -3,948 | -13.91% | $50.89 | 1.60% | 0.00% | 2,647,130 | 2025-03-31 | ||||||
DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 44,901 | -9,074 | -16.81% | $53.04 | 1.45% | 0.00% | 2,399,038 | 2025-03-31 | ||||||
DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 54,216 | -17,263 | -24.15% | $42.01 | 1.38% | 0.00% | 2,280,305 | 2025-03-31 | ||||||
AMZN | AMAZON | 11,877 | +1,568 | +15.21% | $155.35 | 1.36% | 0.00% | 2,259,718 | 2025-03-31 | ||||||
DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 84,929 | +5,191 | +6.51% | $24.11 | 1.36% | 0.00% | 2,247,230 | 2025-03-31 | ||||||
DFAT | DIMENSIONAL US TARGETED VALUE ETF | 35,767 | 0 | 0.00% | $46.77 | 1.11% | 0.00% | 1,841,666 | 2025-03-31 | ||||||
XOM | EXXON MOBIL | 13,972 | +1,615 | +13.07% | $106.33 | 1.00% | 0.00% | 1,661,640 | 2025-03-31 | ||||||
QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 9,609 | 0 | 0.00% | $137.37 | 0.99% | 0.00% | 1,642,082 | 2025-03-31 | ||||||
DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | 58,854 | +3,619 | +6.55% | $24.45 | 0.96% | 0.00% | 1,592,014 | 2025-03-31 | ||||||
DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | 58,366 | +3,830 | +7.02% | $23.48 | 0.89% | 0.00% | 1,472,002 | 2025-03-31 | ||||||
BRK.B | BERKSHIRE HATHAWAY | 2,737 | +615 | +28.98% | $0.00 | 0.88% | 0.00% | 1,457,671 | 2025-03-31 | ||||||
GOOGL | ALPHABET | 9,319 | +3,611 | +63.26% | $152.44 | 0.87% | 0.00% | 1,441,090 | 2025-03-31 | ||||||
META | META | 2,385 | -331 | -12.19% | $345.80 | 0.83% | 0.00% | 1,374,619 | 2025-03-31 | ||||||
DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | 46,254 | +4,546 | +10.90% | $24.26 | 0.73% | 0.00% | 1,214,642 | 2025-03-31 | ||||||
DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 36,919 | -382 | -1.02% | $26.68 | 0.70% | 0.00% | 1,152,988 | 2025-03-31 | ||||||
BMY | BRISTOL MYERS SQUIBB | 16,323 | -1,420 | -8.00% | $49.23 | 0.60% | 0.00% | 995,510 | 2025-03-31 | ||||||
JPM | JPMORGAN CHASE | 3,884 | -935 | -19.40% | $165.06 | 0.57% | 0.00% | 952,636 | 2025-03-31 | ||||||
AVGO | BROADCOM | 5,407 | -1,435 | -20.97% | $101.63 | 0.55% | 0.00% | 905,353 | 2025-03-31 | ||||||
TSLA | TESLA | 3,234 | +359 | +12.49% | $242.63 | 0.51% | 0.00% | 838,123 | 2025-03-31 | ||||||
WFC | WELLS FARGO | 11,136 | -189 | -1.67% | $44.90 | 0.48% | 0.00% | 799,430 | 2025-03-31 | ||||||
SHEL | SHELL | 10,802 | +5,981 | +124.06% | $66.87 | 0.48% | 0.00% | 791,556 | 2025-03-31 | ||||||
LLY | ELI LILLY | 890 | -82 | -8.44% | $607.52 | 0.44% | 0.00% | 734,782 | 2025-03-31 | ||||||
GOOG | ALPHABET | 4,689 | -1,418 | -23.22% | $143.20 | 0.44% | 0.00% | 732,562 | 2025-03-31 | ||||||
ETN | EATON CORP | 2,667 | +58 | +2.22% | $222.64 | 0.44% | 0.00% | 724,869 | 2025-03-31 | ||||||
VICI | VICI PROPERTIES | 22,177 | +1,417 | +6.83% | $28.83 | 0.44% | 0.00% | 723,414 | 2025-03-31 | ||||||
MRK | MERCK & CO | 8,019 | +3,005 | +59.93% | $100.15 | 0.43% | 0.00% | 719,785 | 2025-03-31 | ||||||
CVX | CHEVRON | 4,136 | +354 | +9.36% | $151.25 | 0.42% | 0.00% | 691,910 | 2025-03-31 | ||||||
ARE | ALEXANDRIA REAL ESTATE EQUITIES | 7,411 | +69 | +0.94% | $109.73 | 0.41% | 0.00% | 685,592 | 2025-03-31 | ||||||
KO | COCA COLA | 9,517 | +1,737 | +22.33% | $59.16 | 0.41% | 0.00% | 681,572 | 2025-03-31 | ||||||
SO | SOUTHERN | 7,404 | +541 | +7.88% | $70.32 | 0.41% | 0.00% | 680,798 | 2025-03-31 | ||||||
CCI | CROWN CASTLE | 6,393 | +115 | +1.83% | $103.13 | 0.40% | 0.00% | 666,335 | 2025-03-31 | ||||||
HSBC | HSBC HOLDINGS | 11,533 | +2,033 | +21.40% | $44.17 | 0.40% | 0.00% | 662,340 | 2025-03-31 | ||||||
ABBV | ABBVIE | 2,964 | +359 | +13.78% | $155.84 | 0.37% | 0.00% | 621,067 | 2025-03-31 | ||||||
AGG | ISHARES CORE US AGGREGATE BOND ETF | 6,099 | -587 | -8.78% | $95.11 | 0.36% | 0.00% | 603,313 | 2025-03-31 | ||||||
ASML | ASML HOLDING NV | 858 | +246 | +40.20% | $699.09 | 0.34% | 0.00% | 568,571 | 2025-03-31 | ||||||
GSK | GSK | 14,536 | +1,763 | +13.80% | $36.01 | 0.34% | 0.00% | 563,141 | 2025-03-31 | ||||||
MPLX | MPLX LP | 10,000 | 0 | 0.00% | $46.63 | 0.32% | 0.00% | 535,200 | 2025-03-31 | ||||||
SILA | SILA REALTY TRUST INC | 20,000 | 0 | 0.00% | $25.19 | 0.32% | 0.04% | 534,200 | 2025-03-31 | ||||||
NVS | NOVARTIS AG | 4,714 | +922 | +24.31% | $99.58 | 0.32% | 0.00% | 525,553 | 2025-03-31 | ||||||
VZ | VERIZON COMMUNICATIONS | 11,180 | +1,264 | +12.75% | $36.41 | 0.31% | 0.00% | 507,146 | 2025-03-31 |