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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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| VOO | VANGUARD 500 INDEX FUND | 536,972 | +13,730 | +2.62% | $273.90 | 16.37% | 0.05% | 275,955,150 | 2025-03-31 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 2,095,734 | +20,510 | +0.99% | $79.77 | 9.13% | 0.13% | 153,931,691 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 2,629,280 | +8,043 | +0.31% | $41.59 | 7.93% | 0.10% | 133,646,290 | 2025-03-31 | ||||||
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 1,772,239 | +50,412 | +2.93% | $57.80 | 6.17% | 0.54% | 104,012,691 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 918,675 | +18,667 | +2.07% | $63.56 | 5.70% | 0.12% | 96,065,799 | 2025-03-31 | ||||||
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 1,810,780 | +10,298 | +0.57% | $51.11 | 5.64% | 0.62% | 95,102,179 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 1,591,955 | +15,067 | +0.96% | $135.98 | 5.51% | 0.10% | 92,890,587 | 2025-03-31 | ||||||
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | 1,627,307 | +27,543 | +1.72% | $50.67 | 4.47% | 0.42% | 75,360,565 | 2025-03-31 | ||||||
| SMLF | ISHARES US SMALL-CAP EQUITY FACTOR ETF | 837,350 | +36,594 | +4.57% | $54.39 | 3.09% | 3.00% | 52,049,674 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 929,465 | +8,473 | +0.92% | $41.31 | 2.50% | 0.05% | 42,067,576 | 2025-03-31 | ||||||
| VV | VANGUARD LARGE-CAP INDEX FUND | 149,006 | -2,408 | -1.59% | $149.83 | 2.27% | 0.10% | 38,299,046 | 2025-03-31 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 424,125 | -3,285 | -0.77% | $60.36 | 1.90% | 0.03% | 32,085,084 | 2025-03-31 | ||||||
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 126,663 | +1,292 | +1.03% | $145.40 | 1.52% | 0.19% | 25,602,372 | 2025-03-31 | ||||||
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | 595,567 | +2,523 | +0.43% | $35.09 | 1.41% | 0.97% | 23,786,926 | 2025-03-31 | ||||||
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 751,285 | +26,133 | +3.60% | $26.14 | 1.36% | 0.00% | 22,966,790 | 2025-03-31 | ||||||
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 473,296 | -2,581 | -0.54% | $33.08 | 1.11% | 0.00% | 18,628,946 | 2025-03-31 | ||||||
| AAPL | APPLE | 79,801 | -170 | -0.21% | $47.56 | 1.05% | 0.00% | 17,726,208 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 27,978 | -1,016 | -3.50% | $182.59 | 0.93% | 0.00% | 15,720,926 | 2025-03-31 | ||||||
| IVW | ISHARES S&P 500 GROWTH ETF | 154,860 | -475 | -0.31% | $27.57 | 0.85% | 0.03% | 14,375,679 | 2025-03-31 | ||||||
| AVUS | AVANTIS US EQUITY ETF | 154,225 | +5,920 | +3.99% | $72.45 | 0.85% | 0.00% | 14,247,306 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 57,475 | -1,537 | -2.60% | $156.24 | 0.76% | 0.02% | 12,745,153 | 2025-03-31 | ||||||
| LRGF | ISHARES US EQUITY FACTOR ETF | 207,869 | -4,865 | -2.29% | $43.22 | 0.71% | 0.53% | 12,031,458 | 2025-03-31 | ||||||
| IVE | ISHARES S&P 500 VALUE ETF | 52,409 | +827 | +1.60% | $87.25 | 0.59% | 0.03% | 9,988,194 | 2025-03-31 | ||||||
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | 289,425 | +11,455 | +4.12% | $27.57 | 0.53% | 0.63% | 8,925,867 | 2025-03-31 | ||||||
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 195,294 | -4,695 | -2.35% | $39.66 | 0.49% | 0.00% | 8,214,066 | 2025-03-31 | ||||||
| WMT | WALMART | 93,505 | +2,415 | +2.65% | $31.31 | 0.49% | 0.00% | 8,208,845 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 31,682 | -192 | -0.60% | $155.64 | 0.49% | 0.01% | 8,193,595 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 20,964 | -3,341 | -13.75% | $268.57 | 0.46% | 0.01% | 7,774,025 | 2025-03-31 | ||||||
| MUB | ISHARES NATIONAL MUNI BOND ETF | 70,862 | -2,754 | -3.74% | $108.12 | 0.44% | 0.02% | 7,471,666 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 137,236 | -694 | -0.50% | $49.35 | 0.44% | 0.01% | 7,406,651 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 19,602 | -8 | -0.04% | $137.84 | 0.44% | 0.00% | 7,358,399 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 11,298 | +378 | +3.46% | $164.46 | 0.35% | 0.00% | 5,917,170 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 10,943 | +238 | +2.22% | $0.00 | 0.35% | 0.00% | 5,828,023 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 53,701 | +12 | +0.02% | $52.54 | 0.35% | 0.00% | 5,820,070 | 2025-03-31 | ||||||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 70,434 | +18,890 | +36.65% | $81.50 | 0.34% | 0.01% | 5,758,684 | 2025-03-31 | ||||||
| V | VISA | 14,791 | +223 | +1.53% | $130.99 | 0.31% | 0.00% | 5,183,526 | 2025-03-31 | ||||||
| AMZN | AMAZON | 26,345 | +788 | +3.08% | $130.30 | 0.30% | 0.00% | 5,012,400 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 20,105 | -100 | -0.49% | $94.73 | 0.29% | 0.00% | 4,931,802 | 2025-03-31 | ||||||
| IWR | ISHARES RUSSELL MID-CAP ETF | 57,596 | -3,226 | -5.30% | $37.81 | 0.29% | 0.01% | 4,899,698 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 31,627 | -644 | -2.00% | $166.58 | 0.29% | 0.00% | 4,890,821 | 2025-03-31 | ||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 223,571 | -8,970 | -3.86% | $13.63 | 0.26% | 0.00% | 4,422,234 | 2025-03-31 | ||||||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 51,751 | -394 | -0.76% | $78.65 | 0.24% | 0.01% | 4,051,040 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 19,772 | -220 | -1.10% | $93.56 | 0.22% | 0.01% | 3,720,324 | 2025-03-31 | ||||||
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | 62,078 | -8,750 | -12.35% | $58.68 | 0.22% | 0.01% | 3,687,433 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 21,165 | +3,646 | +20.81% | $146.08 | 0.22% | 0.00% | 3,656,043 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 43,180 | -2,580 | -5.64% | $63.88 | 0.21% | 0.01% | 3,529,086 | 2025-03-31 | ||||||
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 29,852 | -1,781 | -5.63% | $123.59 | 0.21% | 0.02% | 3,526,529 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 20,562 | -155 | -0.75% | $103.46 | 0.20% | 0.00% | 3,409,940 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 28,181 | -562 | -1.96% | $73.89 | 0.20% | 0.00% | 3,351,552 | 2025-03-31 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 12,590 | +143 | +1.15% | $219.01 | 0.19% | 0.02% | 3,169,705 | 2025-03-31 | ||||||