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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 | 2,738,803 | -109,547 | -3.85% | $25.05 | 27.48% | 0.00% | 90,353,120 | 2025-03-31 | ||||||
| DFAX | DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | 1,794,893 | +40,175 | +2.29% | $24.33 | 14.30% | 0.00% | 47,026,208 | 2025-03-31 | ||||||
| AAPL | APPLE | 147,484 | -30,396 | -17.09% | $170.51 | 9.96% | 0.00% | 32,760,527 | 2025-03-31 | ||||||
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 405,438 | +8,467 | +2.13% | $75.96 | 9.44% | 0.15% | 31,044,388 | 2025-03-31 | ||||||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 229,193 | +5,157 | +2.30% | $76.99 | 5.46% | 0.05% | 17,941,230 | 2025-03-31 | ||||||
| AVRE | AVANTIS REAL ESTATE ETF | 306,461 | +21,405 | +7.51% | $41.27 | 4.01% | 0.00% | 13,180,878 | 2025-03-31 | ||||||
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 479,388 | +42,223 | +9.66% | $25.83 | 3.57% | 0.00% | 11,735,418 | 2025-03-31 | ||||||
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 129,005 | +11,730 | +10.00% | $99.39 | 3.42% | 0.00% | 11,245,338 | 2025-03-31 | ||||||
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 203,761 | +20,411 | +11.13% | $36.32 | 2.21% | 0.00% | 7,262,042 | 2025-03-31 | ||||||
| CGGR | CAPITAL GROUP GROWTH ETF | 186,884 | +16,531 | +9.70% | $36.95 | 1.95% | 0.00% | 6,400,777 | 2025-03-31 | ||||||
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 96,806 | +12,683 | +15.08% | $61.68 | 1.77% | 0.00% | 5,824,817 | 2025-03-31 | ||||||
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 179,699 | -4,370 | -2.37% | $22.62 | 1.59% | 0.00% | 5,232,836 | 2025-03-31 | ||||||
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 149,312 | -195,488 | -56.70% | $23.74 | 1.50% | 0.00% | 4,948,213 | 2025-03-31 | ||||||
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 176,826 | -9,263 | -4.98% | $20.06 | 1.45% | 0.00% | 4,763,688 | 2025-03-31 | ||||||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 46,220 | +121 | +0.26% | $89.22 | 1.15% | 0.01% | 3,778,966 | 2025-03-31 | ||||||
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 138,733 | -8,907 | -6.03% | $23.35 | 1.12% | 0.00% | 3,670,882 | 2025-03-31 | ||||||
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 121,591 | -112,117 | -47.97% | $24.33 | 1.04% | 0.00% | 3,422,783 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 17,048 | -1,273 | -6.95% | $110.83 | 0.81% | 0.00% | 2,663,480 | 2025-03-31 | ||||||
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 59,559 | -18,062 | -23.27% | $26.30 | 0.65% | 0.00% | 2,132,816 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 18,299 | +151 | +0.83% | $51.35 | 0.60% | 0.00% | 1,983,195 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 9,938 | -256 | -2.51% | $155.61 | 0.50% | 0.00% | 1,648,109 | 2025-03-31 | ||||||
| VCEB | VANGUARD ESG US CORPORATE BOND ETF | 22,768 | -9,604 | -29.67% | $62.16 | 0.44% | 0.21% | 1,432,563 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 2,730 | -20 | -0.73% | $456.88 | 0.43% | 0.00% | 1,402,974 | 2025-03-31 | ||||||
| DFAT | DIMENSIONAL US TARGETED VALUE ETF | 24,547 | -40,303 | -62.15% | $43.28 | 0.38% | 0.00% | 1,263,901 | 2025-03-31 | ||||||
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 25,166 | +1,427 | +6.01% | $47.40 | 0.36% | 0.00% | 1,195,888 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 1,818 | -97 | -5.07% | $0.00 | 0.29% | 0.00% | 968,230 | 2025-03-31 | ||||||
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 23,419 | -25,018 | -51.65% | $32.69 | 0.29% | 0.00% | 965,097 | 2025-03-31 | ||||||
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 27,612 | -9,615 | -25.83% | $29.69 | 0.29% | 0.00% | 963,370 | 2025-03-31 | ||||||
| TSLA | TESLA | 3,510 | -46 | -1.29% | $338.81 | 0.28% | 0.00% | 909,652 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 2,079 | -370 | -15.11% | $320.54 | 0.24% | 0.00% | 780,469 | 2025-03-31 | ||||||
| AMZN | AMAZON | 3,677 | -3,456 | -48.45% | $132.45 | 0.21% | 0.00% | 699,580 | 2025-03-31 | ||||||
| DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | 13,547 | -3,607 | -21.03% | $51.36 | 0.21% | 0.00% | 697,655 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 578 | -11 | -1.87% | $433.49 | 0.15% | 0.00% | 477,239 | 2025-03-31 | ||||||
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | 13,640 | -4,247 | -23.74% | $29.60 | 0.14% | 0.00% | 459,404 | 2025-03-31 | ||||||
| SCHB | SCHWAB US BROAD MARKET ETF | 19,695 | 0 | 0.00% | $16.97 | 0.13% | 0.00% | 424,033 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 2,395 | -57 | -2.32% | $142.50 | 0.13% | 0.00% | 413,712 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 1,500 | 0 | 0.00% | $221.83 | 0.13% | 0.00% | 412,172 | 2025-03-31 | ||||||
| CVX | CHEVRON | 2,429 | -641 | -20.88% | $113.50 | 0.12% | 0.00% | 406,347 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 1,096 | 0 | 0.00% | $282.91 | 0.12% | 0.00% | 395,605 | 2025-03-31 | ||||||
| EXPO | EXPONENT | 4,666 | 0 | 0.00% | $117.69 | 0.12% | 0.01% | 378,226 | 2025-03-31 | ||||||
| VV | VANGUARD LARGE-CAP INDEX FUND | 1,348 | +46 | +3.53% | $240.24 | 0.11% | 0.00% | 346,476 | 2025-03-31 | ||||||
| MAGS | ROUNDHILL BIG TECH ETF | 6,936 | 0 | 0.00% | $42.25 | 0.10% | 0.00% | 318,085 | 2025-03-31 | ||||||
| KLAC | KLA | 452 | -69 | -13.24% | $481.85 | 0.09% | 0.00% | 307,062 | 2025-03-31 | ||||||
| QCOM | QUALCOMM | 1,953 | -670 | -25.54% | $162.76 | 0.09% | 0.00% | 300,000 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 4,679 | -4,506 | -49.06% | $56.57 | 0.09% | 0.00% | 288,724 | 2025-03-31 | ||||||
| WMT | WALMART | 3,092 | -23 | -0.74% | $63.40 | 0.08% | 0.00% | 271,425 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 277 | -9 | -3.15% | $931.74 | 0.08% | 0.00% | 261,927 | 2025-03-31 | ||||||
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 4,215 | -800 | -15.95% | $63.45 | 0.08% | 0.00% | 261,726 | 2025-03-31 | ||||||
| SBUX | STARBUCKS | 2,620 | -547 | -17.27% | $110.81 | 0.08% | 0.00% | 256,952 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 2,151 | +24 | +1.13% | $106.57 | 0.08% | 0.00% | 255,840 | 2025-03-31 | ||||||