BINNACLE INVESTMENTS INC
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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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| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 385,223 | +385,223 | Open | $41.66 | 11.99% | 0.00% | 16,202,485 | 2025-03-31 | ||||||
| DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 463,001 | +463,001 | Open | $34.53 | 11.30% | 0.00% | 15,274,395 | 2025-03-31 | ||||||
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 295,355 | +295,355 | Open | $40.34 | 8.40% | 0.00% | 11,353,455 | 2025-03-31 | ||||||
| DFAX | DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | 364,393 | +364,393 | Open | $25.96 | 7.06% | 0.00% | 9,547,097 | 2025-03-31 | ||||||
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 253,818 | +253,818 | Open | $30.78 | 5.86% | 0.00% | 7,926,735 | 2025-03-31 | ||||||
| DFUS | DIMENSIONAL US EQUITY ETF | 125,963 | +125,963 | Open | $63.57 | 5.64% | 0.00% | 7,618,239 | 2025-03-31 | ||||||
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 226,977 | +226,977 | Open | $34.25 | 5.57% | 0.00% | 7,522,010 | 2025-03-31 | ||||||
| DFGX | DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | 89,572 | +89,572 | Open | $52.32 | 3.46% | 0.00% | 4,680,176 | 2025-03-31 | ||||||
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 179,861 | +179,861 | Open | $25.86 | 3.45% | 0.00% | 4,656,600 | 2025-03-31 | ||||||
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 92,879 | +92,879 | Open | $47.20 | 3.27% | 0.00% | 4,413,612 | 2025-03-31 | ||||||
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 130,478 | +130,478 | Open | $26.51 | 2.60% | 0.00% | 3,515,082 | 2025-03-31 | ||||||
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | 100,009 | +100,009 | Open | $23.59 | 1.73% | 0.03% | 2,342,207 | 2025-03-31 | ||||||
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | 52,480 | +52,480 | Open | $41.23 | 1.64% | 0.00% | 2,209,987 | 2025-03-31 | ||||||
| TSCO | TRACTOR SUPPLY | 38,065 | +38,065 | Open | $54.71 | 1.55% | 0.01% | 2,097,382 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 5,423 | +5,423 | Open | $400.54 | 1.49% | 0.00% | 2,010,959 | 2025-03-31 | ||||||
| AAPL | APPLE | 6,662 | +6,662 | Open | $231.13 | 1.09% | 0.00% | 1,479,832 | 2025-03-31 | ||||||
| SCHV | SCHWAB US LARGE-CAP VALUE ETF | 55,617 | +55,617 | Open | $26.75 | 1.09% | 0.00% | 1,478,300 | 2025-03-31 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 16,985 | +16,985 | Open | $74.84 | 0.95% | 0.00% | 1,284,913 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 7,307 | +7,307 | Open | $174.12 | 0.93% | 0.00% | 1,262,212 | 2025-03-31 | ||||||
| EMLC | VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF | 49,672 | +49,672 | Open | $23.73 | 0.88% | 0.04% | 1,185,173 | 2025-03-31 | ||||||
| VWOB | VANGUARD WHITEHALL FUNDS | 17,554 | +17,554 | Open | $64.10 | 0.83% | 0.02% | 1,126,967 | 2025-03-31 | ||||||
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 14,184 | +14,184 | Open | $67.89 | 0.72% | 0.01% | 977,135 | 2025-03-31 | ||||||
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 35,347 | +35,347 | Open | $27.15 | 0.65% | 0.00% | 885,088 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 1,584 | +1,584 | Open | $488.65 | 0.62% | 0.00% | 843,606 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 2,120 | +2,120 | Open | $407.05 | 0.59% | 0.00% | 795,825 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 14,319 | +14,319 | Open | $53.89 | 0.57% | 0.00% | 772,799 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 11,126 | +11,126 | Open | $50.51 | 0.42% | 0.00% | 565,535 | 2025-03-31 | ||||||
| MUB | ISHARES NATIONAL MUNI BOND ETF | 4,295 | +4,295 | Open | $106.23 | 0.34% | 0.00% | 452,867 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 1,727 | +1,727 | Open | $251.97 | 0.31% | 0.00% | 423,633 | 2025-03-31 | ||||||
| AMZN | AMAZON | 2,143 | +2,143 | Open | $215.20 | 0.30% | 0.00% | 407,729 | 2025-03-31 | ||||||
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 8,430 | +8,430 | Open | $47.88 | 0.30% | 0.00% | 401,015 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 2,505 | +2,505 | Open | $142.83 | 0.29% | 0.00% | 397,619 | 2025-03-31 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 1,338 | +1,338 | Open | $273.68 | 0.25% | 0.00% | 336,868 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 1,753 | +1,753 | Open | $195.88 | 0.24% | 0.00% | 326,567 | 2025-03-31 | ||||||
| WMT | WALMART | 3,645 | +3,645 | Open | $92.94 | 0.24% | 0.00% | 319,996 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 1,910 | +1,910 | Open | $208.85 | 0.24% | 0.00% | 319,790 | 2025-03-31 | ||||||
| RTX | RAYTHEON TECHNOLOGIES | 2,256 | +2,256 | Open | $127.19 | 0.22% | 0.00% | 298,831 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 6,269 | +6,269 | Open | $44.90 | 0.21% | 0.00% | 283,734 | 2025-03-31 | ||||||
| FSK | FS KKR CAPITAL | 13,531 | +13,531 | Open | $22.10 | 0.21% | 0.00% | 283,474 | 2025-03-31 | ||||||
| CB | CHUBB | 925 | +925 | Open | $278.07 | 0.21% | 0.00% | 279,342 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 1,670 | +1,670 | Open | $156.23 | 0.20% | 0.00% | 276,952 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 2,090 | +2,090 | Open | $110.57 | 0.18% | 0.00% | 248,564 | 2025-03-31 | ||||||
| MRK | MERCK & CO | 2,625 | +2,625 | Open | $92.35 | 0.17% | 0.00% | 235,619 | 2025-03-31 | ||||||
| T | AT&T | 8,306 | +8,306 | Open | $25.27 | 0.17% | 0.00% | 234,892 | 2025-03-31 | ||||||
| BAC | BANK OF AMERICA | 5,619 | +5,619 | Open | $44.35 | 0.17% | 0.00% | 234,481 | 2025-03-31 | ||||||
| FSCO | FS CREDIT OPPORTUNITIES | 33,132 | +33,132 | Open | $6.95 | 0.17% | 0.00% | 233,581 | 2025-03-31 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 6,404 | +6,404 | Open | $35.85 | 0.17% | 0.00% | 233,169 | 2025-03-31 | ||||||
| MS | MORGAN STANLEY | 1,921 | +1,921 | Open | $127.48 | 0.17% | 0.00% | 224,123 | 2025-03-31 | ||||||
| GD | GENERAL DYNAMICS | 813 | +813 | Open | $259.24 | 0.16% | 0.00% | 221,608 | 2025-03-31 | ||||||
| HYMB | SPDR(R) NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF | 8,464 | +8,464 | Open | $25.60 | 0.16% | 0.01% | 213,461 | 2025-03-31 | ||||||