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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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| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 658,564 | -38,885 | -5.58% | $24.56 | 11.33% | 0.00% | 16,371,908 | 2025-03-31 | ||||||
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 237,243 | -15,027 | -5.96% | $54.08 | 8.77% | 0.00% | 12,675,873 | 2025-03-31 | ||||||
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 167,499 | +1,168 | +0.70% | $60.01 | 7.03% | 0.03% | 10,160,465 | 2025-03-31 | ||||||
| QLTY | GMO US QUALITY ETF | 320,539 | -142,678 | -30.80% | $32.47 | 6.93% | 0.00% | 10,020,036 | 2025-03-31 | ||||||
| USMF | WISDOMTREE US MULTIFACTOR FUND | 199,906 | -76,243 | -27.61% | $50.64 | 6.86% | 0.00% | 9,919,341 | 2025-03-31 | ||||||
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 234,040 | +4,758 | +2.08% | $38.95 | 6.43% | 0.10% | 9,289,053 | 2025-03-31 | ||||||
| FLDR | FIDELITY LOW DURATION BOND FACTOR ETF | 147,956 | +10,598 | +7.72% | $50.12 | 5.13% | 0.00% | 7,415,550 | 2025-03-31 | ||||||
| TLT | ISHARES 20+ YEAR TREASURY BOND ETF | 78,068 | +11,224 | +16.79% | $91.63 | 4.92% | 0.01% | 7,106,544 | 2025-03-31 | ||||||
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 80,767 | -34,637 | -30.01% | $83.62 | 4.46% | 0.00% | 6,450,063 | 2025-03-31 | ||||||
| DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | 85,306 | -3,975 | -4.45% | $52.10 | 3.04% | 0.00% | 4,393,245 | 2025-03-31 | ||||||
| SCHB | SCHWAB US BROAD MARKET ETF | 176,173 | -44,627 | -20.21% | $22.86 | 2.62% | 0.00% | 3,793,004 | 2025-03-31 | ||||||
| CVMC | CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF | 65,830 | -23,188 | -26.05% | $61.20 | 2.58% | 0.00% | 3,734,036 | 2025-03-31 | ||||||
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 88,405 | -52 | -0.06% | $33.85 | 2.13% | 0.00% | 3,084,450 | 2025-03-31 | ||||||
| CVIE | CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF | 46,924 | -5,648 | -10.74% | $57.65 | 1.88% | 0.00% | 2,716,707 | 2025-03-31 | ||||||
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 108,173 | -38,278 | -26.14% | $24.19 | 1.82% | 0.00% | 2,632,931 | 2025-03-31 | ||||||
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 50,789 | -1,926 | -3.65% | $47.28 | 1.67% | 0.00% | 2,413,490 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 13,644 | -7,658 | -35.95% | $180.99 | 1.63% | 0.00% | 2,363,475 | 2025-03-31 | ||||||
| USSG | XTRACKERS MSCI USA ESG LEADERS EQUITY ETF | 45,893 | -23,678 | -34.03% | $54.48 | 1.60% | 0.00% | 2,311,652 | 2025-03-31 | ||||||
| DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 61,224 | +28,630 | +87.84% | $34.90 | 1.40% | 0.00% | 2,019,780 | 2025-03-31 | ||||||
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | 34,483 | -1,933 | -5.31% | $50.77 | 1.22% | 0.00% | 1,756,927 | 2025-03-31 | ||||||
| ETH | GRAYSCALE ETHEREUM MINI TRUST (ETH) | 84,518 | +48,932 | +137.50% | $16.98 | 1.01% | 0.00% | 1,455,400 | 2025-03-31 | ||||||
| SCHA | SCHWAB US SMALL-CAP ETF | 59,646 | -27,552 | -31.60% | $26.75 | 0.97% | 0.00% | 1,397,500 | 2025-03-31 | ||||||
| BITB | BITWISE BITCOIN ETF | 30,694 | -2,639 | -7.92% | $44.85 | 0.95% | 0.00% | 1,377,547 | 2025-03-31 | ||||||
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | 41,754 | -6,410 | -13.31% | $29.83 | 0.89% | 0.09% | 1,287,693 | 2025-03-31 | ||||||
| AAPL | APPLE | 5,602 | +1,918 | +52.06% | $234.09 | 0.86% | 0.00% | 1,244,432 | 2025-03-31 | ||||||
| IWC | ISHARES MICRO-CAP ETF | 11,088 | -1,573 | -12.42% | $131.30 | 0.85% | 0.15% | 1,229,764 | 2025-03-31 | ||||||
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | 20,532 | -1,828 | -8.18% | $58.83 | 0.84% | 0.00% | 1,219,601 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 3,334 | +2,143 | +179.93% | $290.15 | 0.63% | 0.00% | 916,317 | 2025-03-31 | ||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 45,692 | -8,502 | -15.69% | $19.27 | 0.63% | 0.00% | 903,780 | 2025-03-31 | ||||||
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 32,162 | -1,148 | -3.45% | $26.63 | 0.62% | 0.00% | 893,139 | 2025-03-31 | ||||||
| DELL | DELL TECHNOLOGIES | 8,691 | +8,691 | Open | $105.87 | 0.55% | 0.00% | 792,185 | 2025-03-31 | ||||||
| XVV | ISHARES ESG SCREENED S&P 500 ETF | 18,480 | -11,365 | -38.08% | $45.17 | 0.55% | 0.26% | 790,624 | 2025-03-31 | ||||||
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 24,652 | -5,335 | -17.79% | $30.09 | 0.53% | 0.00% | 769,882 | 2025-03-31 | ||||||
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 13,795 | -2,752 | -16.63% | $51.41 | 0.48% | 0.01% | 689,612 | 2025-03-31 | ||||||
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 17,131 | -340 | -1.95% | $36.28 | 0.47% | 0.00% | 674,276 | 2025-03-31 | ||||||
| VGLT | VANGUARD LONG-TERM TREASURY INDEX FUND | 11,629 | +4,601 | +65.47% | $57.36 | 0.46% | 0.01% | 669,947 | 2025-03-31 | ||||||
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 9,229 | +9,229 | Open | $61.73 | 0.40% | 0.00% | 573,121 | 2025-03-31 | ||||||
| TBLU | Tortoise Global Water ESG Fund | 11,304 | -1,420 | -11.16% | $49.35 | 0.37% | 0.00% | 534,932 | 2025-03-31 | ||||||
| BGRN | ISHARES USD GREEN BOND ETF | 11,149 | -815 | -6.81% | $47.35 | 0.37% | 0.13% | 528,017 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 3,013 | +3,013 | Open | $174.12 | 0.36% | 0.00% | 520,466 | 2025-03-31 | ||||||
| BTC | GRAYSCALE BITCOIN MINI TRUST (BTC) | 13,847 | +13,847 | Open | $41.60 | 0.35% | 0.00% | 505,277 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 8,917 | +8,917 | Open | $50.51 | 0.31% | 0.00% | 453,251 | 2025-03-31 | ||||||
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 4,587 | -9,774 | -68.06% | $100.02 | 0.28% | 0.00% | 399,849 | 2025-03-31 | ||||||
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 11,850 | -7,127 | -37.56% | $34.55 | 0.27% | 0.00% | 392,709 | 2025-03-31 | ||||||
| XJR | ISHARES ESG SCREENED S&P SMALL-CAP ETF | 10,159 | -2,380 | -18.98% | $42.98 | 0.26% | 0.41% | 382,220 | 2025-03-31 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 5,096 | -568 | -10.03% | $73.09 | 0.26% | 0.00% | 374,301 | 2025-03-31 | ||||||
| DFAX | DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | 13,653 | -2,760 | -16.82% | $25.72 | 0.25% | 0.00% | 357,709 | 2025-03-31 | ||||||
| ACWX | ISHARES MSCI ACWI EX US ETF | 6,048 | -726 | -10.72% | $54.52 | 0.23% | 0.01% | 335,362 | 2025-03-31 | ||||||
| NXPI | NXP SEMICONDUCTORS NV | 1,671 | +1,671 | Open | $214.85 | 0.22% | 0.00% | 317,590 | 2025-03-31 | ||||||
| ETHE | GRAYSCALE ETHEREUM TRUST (ETH) | 19,502 | -798 | -3.93% | $26.74 | 0.21% | 0.00% | 296,820 | 2025-03-31 | ||||||