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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 | 2,597,909 | -44,275 | -1.68% | $25.89 | 21.16% | 0.00% | 85,705,032 | 2025-03-31 | ||||||
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 1,635,154 | +66,121 | +4.21% | $0.00 | 12.61% | 0.00% | 51,065,852 | 2025-03-31 | ||||||
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND | 351,247 | +33,825 | +10.66% | $0.00 | 8.39% | 0.00% | 33,990,137 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 88,745 | -226 | -0.25% | $290.20 | 8.22% | 0.00% | 33,313,825 | 2025-03-31 | ||||||
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 691,752 | +46,758 | +7.25% | $0.00 | 8.12% | 0.00% | 32,872,061 | 2025-03-31 | ||||||
| DFAR | DIMENSIONAL US REAL ESTATE ETF | 1,219,650 | +16,100 | +1.34% | $21.27 | 7.16% | 0.00% | 28,991,074 | 2025-03-31 | ||||||
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 1,079,634 | +54,341 | +5.30% | $0.00 | 6.90% | 0.00% | 27,951,736 | 2025-03-31 | ||||||
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 426,342 | +22,131 | +5.48% | $0.00 | 5.01% | 0.00% | 20,281,089 | 2025-03-31 | ||||||
| AMZN | AMAZON | 53,560 | -1,847 | -3.33% | $159.32 | 2.52% | 0.00% | 10,190,164 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 7,904 | -566 | -6.68% | $565.88 | 1.85% | 0.00% | 7,475,520 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 51,194 | -1,415 | -2.69% | $57.47 | 1.37% | 0.00% | 5,548,456 | 2025-03-31 | ||||||
| DFAX | DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | 166,867 | -1,050 | -0.63% | $20.45 | 1.08% | 0.00% | 4,371,917 | 2025-03-31 | ||||||
| AAPL | APPLE | 16,810 | +380 | +2.31% | $160.43 | 0.92% | 0.00% | 3,733,956 | 2025-03-31 | ||||||
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | 71,678 | +2,232 | +3.21% | $47.68 | 0.88% | 0.03% | 3,576,726 | 2025-03-31 | ||||||
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 101,655 | +4,650 | +4.79% | $30.84 | 0.88% | 0.00% | 3,546,743 | 2025-03-31 | ||||||
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 95,704 | -7,179 | -6.98% | $29.92 | 0.85% | 0.00% | 3,427,156 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 14,785 | -3,507 | -19.17% | $122.14 | 0.57% | 0.00% | 2,309,906 | 2025-03-31 | ||||||
| DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | 40,428 | +1,515 | +3.89% | $51.51 | 0.51% | 0.00% | 2,082,042 | 2025-03-31 | ||||||
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | 56,623 | +3,472 | +6.53% | $31.21 | 0.47% | 0.00% | 1,907,064 | 2025-03-31 | ||||||
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 25,094 | +2,675 | +11.93% | $63.78 | 0.41% | 0.00% | 1,662,979 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 3,130 | +3,130 | Open | $504.75 | 0.40% | 0.00% | 1,639,301 | 2025-03-31 | ||||||
| PCAR | PACCAR | 16,036 | +368 | +2.35% | $79.55 | 0.39% | 0.00% | 1,561,435 | 2025-03-31 | ||||||
| DAVA | ENDAVA | 78,626 | -14,152 | -15.25% | $51.13 | 0.38% | 0.00% | 1,533,993 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 9,157 | +643 | +7.55% | $109.54 | 0.35% | 0.00% | 1,416,139 | 2025-03-31 | ||||||
| META | META | 2,368 | -133 | -5.32% | $279.93 | 0.34% | 0.00% | 1,364,939 | 2025-03-31 | ||||||
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 31,834 | -650 | -2.00% | $32.79 | 0.32% | 0.00% | 1,311,879 | 2025-03-31 | ||||||
| TSLA | TESLA | 5,043 | -19 | -0.38% | $211.29 | 0.32% | 0.00% | 1,306,839 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 5,905 | +631 | +11.96% | $157.30 | 0.31% | 0.00% | 1,237,216 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 2,317 | -217 | -8.56% | $0.00 | 0.30% | 0.00% | 1,233,723 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 4,467 | 0 | 0.00% | $224.99 | 0.30% | 0.00% | 1,227,710 | 2025-03-31 | ||||||
| NKE | NIKE | 17,813 | +1,792 | +11.19% | $78.25 | 0.28% | 0.00% | 1,130,773 | 2025-03-31 | ||||||
| LRCX | LAM RESEARCH | 11,918 | -2,229 | -15.76% | $449.29 | 0.21% | 0.00% | 866,476 | 2025-03-31 | ||||||
| ORCL | ORACLE | 6,151 | +62 | +1.02% | $95.04 | 0.21% | 0.00% | 859,971 | 2025-03-31 | ||||||
| V | VISA | 2,441 | +395 | +19.31% | $260.15 | 0.21% | 0.00% | 855,630 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 5,091 | -202 | -3.82% | $137.75 | 0.21% | 0.00% | 852,252 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 1,457 | -15 | -1.02% | $417.66 | 0.20% | 0.00% | 814,795 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 15,823 | -2,724 | -14.69% | $49.08 | 0.20% | 0.00% | 804,274 | 2025-03-31 | ||||||
| AVUS | AVANTIS US EQUITY ETF | 7,865 | +1,515 | +23.86% | $97.94 | 0.18% | 0.00% | 726,569 | 2025-03-31 | ||||||
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 1,317 | -15 | -1.13% | $462.56 | 0.18% | 0.00% | 714,333 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 1,234 | +24 | +1.98% | $400.96 | 0.17% | 0.00% | 693,550 | 2025-03-31 | ||||||
| DFCA | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | 13,584 | +5,440 | +66.80% | $49.90 | 0.17% | 0.00% | 673,766 | 2025-03-31 | ||||||
| PGR | PROGRESSIVE | 2,196 | +72 | +3.39% | $161.27 | 0.15% | 0.00% | 621,368 | 2025-03-31 | ||||||
| MUB | ISHARES NATIONAL MUNI BOND ETF | 5,852 | -11 | -0.19% | $107.77 | 0.15% | 0.00% | 616,987 | 2025-03-31 | ||||||
| DFAT | DIMENSIONAL US TARGETED VALUE ETF | 11,826 | 0 | 0.00% | $43.47 | 0.15% | 0.00% | 608,921 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 2,219 | -83 | -3.61% | $159.42 | 0.15% | 0.00% | 595,420 | 2025-03-31 | ||||||
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 6,147 | 0 | 0.00% | $82.43 | 0.14% | 0.01% | 568,797 | 2025-03-31 | ||||||
| MA | MASTERCARD | 1,033 | +50 | +5.09% | $460.90 | 0.14% | 0.00% | 566,049 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 1,162 | -5 | -0.43% | $438.79 | 0.13% | 0.00% | 544,881 | 2025-03-31 | ||||||
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 13,840 | 0 | 0.00% | $30.43 | 0.13% | 0.00% | 544,733 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 1,465 | 0 | 0.00% | $298.32 | 0.13% | 0.00% | 543,251 | 2025-03-31 | ||||||