STRATEGIC INVESTMENT SOLUTIONS, INC.
Adviser information for STRATEGIC INVESTMENT SOLUTIONS, INC. last updated from Form ADV on February 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Illinois, United States |
Employees
Total Number of Employees | 15 |
---|---|
Investment Advisory/Research | 12 |
Registered Broker-Dealer Representatives | 7 |
Registered State Investment Advisers | 12 |
Licensed Agents of an Insurance Company | 8 |
No. of Firms/People that Solicit Clients | 3 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 4,240 | $780.0M |
Non-Discretionary | 0 | $0 |
Total | 4,240 | $780.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 1,975 | $428.0M |
HNW Individuals | 125 | $207.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 125 | $145.0M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
9501 W 144TH PLACEORLAND PARK
IL
United States
Monday - Friday, 9AM-5PM
Tel: 708-645-8820, Fax: 708-403-4228
Websites
Chief Compliance Officer
DOUG STEPANSKY
CCO
9501 W. 144TH PLACE, SUITE 101
ORLAND PARK
IL
United States
Tel:
708-645-8820
Fax:
708-403-4228
D*************@********M
(Full email address available in API data)
Regulatory Contact
AYMAN SAIDI
PRESIDENT
9501 W. 144TH PLACE, SUITE 101
SUITE 101
ORLAND PARK
IL
United States
Tel:
708-590-6873
A**********@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
STEPANSKY, DOUGLAS, JAMES | Individual | – | CCO | 01/2017 | 10-25% |
SAIDI, AYMAN | Individual | – | PRESIDENT | 01/2022 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 29th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
VANGUARD SHORT TERM COR | BD ETF | 6K | 71 | – |
ISHARES CORE S&P 500 | ETF | 30K | 54 | – |
VANGUARD SHORT TERM COR | BD ETF | 17K | 215 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 26K | 669 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 22K | 38 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 1K | 13 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 48K | 579 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 146K | 5K | – |
VANGUARD SHORT TERM COR | BD ETF | 27K | 343 | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 451 | – |
VANGUARD S&P 500 ETF | ETF | 255K | 503 | – |
VANGUARD GROWTH ETF | ETF | 130K | 355 | – |
VANGUARD ULTRA SHORT | BOND ETF | 48K | 975 | – |
ENOVIX CORP | Common Stock | 29K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 16K | 272 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 106K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 53K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 25K | 442 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 20K | 520 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 9K | 89 | – |
VANGUARD GROWTH ETF | ETF | 19K | 53 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 34K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 265 | – |
VANGUARD SHORT TERM COR | BD ETF | 50K | 639 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 28K | 268 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 24K | 128 | – |
VANGUARD GROWTH ETF | ETF | 122K | 332 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 89K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 50K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 179K | 6K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 106K | 1K | – |
VANGUARD GROWTH ETF | ETF | 127K | 347 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 28K | 656 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 33K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 36K | 437 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 13K | 161 | – |
BECTON DICKINSON&CO | Common Stock | 6K | 24 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 35K | 1K | – |
EMBECTA CORP | Common Stock | 63 | 4 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 52K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 1K | 16 | – |
VANGUARD SHORT TERM | TREASURY ETF | 36K | 615 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 67K | 2K | – |
VANGUARD SHORT TERM | TREASURY ETF | 21K | 360 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 122K | 643 | – |
ISHARES CORE S&P 500 | ETF | 12K | 22 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 9K | 147 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 21K | 109 | – |
VANGUARD S&P 500 ETF | ETF | 29K | 58 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 42K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 71K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 87K | 2K | – |
VANGUARD SHORT TERM | TREASURY ETF | 21K | 351 | – |
DIMENSIONAL WORLD EQUITY | ETF | 41K | 669 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 21K | 37 | – |
VANGUARD GROWTH ETF | ETF | 29K | 79 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 59K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 203K | 3K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 26K | 244 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 26K | 429 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 97K | 170 | – |
VANGUARD GROWTH ETF | ETF | 281K | 765 | – |
DIMENSIONAL U S EQUITY | ETF | 25K | 417 | – |
VANGUARD SHORT TERM | TREASURY ETF | 9K | 157 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 20K | 246 | – |
DIMENSIONAL US REAL | ESTATE ETF | 46K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 250K | 4K | – |
DIMENSIONAL WORLD EQUITY | ETF | 114K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 49K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 357K | 6K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 113K | 3K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 10K | 203 | – |
VANGUARD SHORT TERM | TREASURY ETF | 28K | 484 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 24K | 471 | – |
VANGUARD GROWTH ETF | ETF | 257K | 700 | – |
BP PLC F | SPONSORED ADR | 46K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 117K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 161K | 4K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 12K | 246 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 46K | 245 | – |
VANGUARD GROWTH ETF | ETF | 74K | 201 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 63K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 75K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 28K | 260 | – |
VANGUARD GROWTH ETF | ETF | 161K | 439 | – |
DIMENSIONAL WORLD EQUITY | ETF | 22K | 351 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 10K | 189 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 9K | 154 | – |
VANGUARD SHORT TERM | TREASURY ETF | 15K | 253 | – |
VANGUARD GROWTH ETF | ETF | 66K | 181 | – |
DIMENSIONAL U S EQUITY | ETF | 43K | 719 | – |
VANGUARD SHORT TERM COR | BD ETF | 16K | 207 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 18K | 308 | – |
VANGUARD SHORT TERM | TREASURY ETF | 30K | 512 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 18K | 159 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 2K | 33 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 69K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 43K | 517 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 15K | 614 | – |
VANGUARD VALUE ETF | ETF | 17K | 101 | – |
VANGUARD GROWTH ETF | ETF | 41K | 110 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 73K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 59K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 43K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 25K | 239 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 15K | 257 | – |
VANGUARD S&P 500 ETF | ETF | 42K | 83 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 7K | 177 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 5K | 44 | – |
VANGUARD GROWTH ETF | ETF | 5K | 14 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 44K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 23K | 405 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 23K | 877 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 21K | 565 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 26K | 640 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 30K | 930 | – |
VANGUARD GROWTH ETF | ETF | 33K | 89 | – |
DIMENSIONAL WORLD EQUITY | ETF | 123 | 2 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 30K | 909 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 9K | 113 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 1K | 33 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 999 | 14 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 30K | 364 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 61K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 25K | 423 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 48K | 85 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 31K | 163 | – |
VANGUARD GROWTH ETF | ETF | 111K | 303 | – |
VANGUARD SHORT TERM COR | BD ETF | 1K | 18 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 12K | 146 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 143 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 29K | 906 | – |
VANGUARD SHORT TERM COR | BD ETF | 2K | 27 | – |
VANGUARD GROWTH ETF | ETF | 65K | 178 | – |
DIMENSIONAL WORLD EQUITY | ETF | 17K | 284 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 3K | 34 | – |
CROWN HOLDINGS INC | Common Stock | 8K | 86 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 30K | 812 | – |
SPDR GOLD SHARES ETF | ETF | 23K | 103 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 24K | 288 | – |
VANGUARD VALUE ETF | ETF | 22K | 132 | – |
DIMENSIONAL U S EQUITY | ETF | 111K | 2K | – |
VANGUARD SHORT TERM COR | BD ETF | 70 | 1 | – |
VANGUARD SHORT TERM | TREASURY ETF | 9K | 153 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 27K | 829 | – |
VANGUARD SHORT TERM COR | BD ETF | 41K | 518 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 12K | 370 | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 11K | 167 | – |
VANGUARD GROWTH ETF | ETF | 11K | 30 | – |
DIMENSIONAL U S EQUITY | ETF | 13K | 213 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 12K | 21 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 19K | 34 | – |
DIMENSIONAL WORLD EQUITY | ETF | 18K | 288 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 5K | 101 | – |
CRH PUBLIC LIMITED CO F | Common Stock | 682K | 8K | – |
DIMENSIONAL U S SMALL | CAP ETF | 175K | 3K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 86K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 87K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 499K | 8K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 114K | 3K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 241K | 3K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 43K | 409 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 158K | 3K | – |
VANGUARD GROWTH ETF | ETF | 236K | 642 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 134K | 4K | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 448 | – |
VANGUARD VALUE ETF | ETF | 90K | 534 | – |
VANGUARD GROWTH ETF | ETF | 266K | 724 | – |
DIMENSIONAL U S EQUITY | ETF | 12K | 208 | – |
VANGUARD GROWTH ETF | ETF | 10K | 27 | – |
DIMENSIONAL U S EQUITY | ETF | 48K | 800 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 52K | 1K | – |
ISHARES GOLD ETF | ETF | 23K | 500 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 40K | 209 | – |
VANGUARD ULTRA SHORT | BOND ETF | 21K | 417 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 66K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 62K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 89K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 35K | 334 | – |
VANGUARD VALUE ETF | ETF | 95K | 568 | – |
VANGUARD GROWTH ETF | ETF | 133K | 361 | – |
SCHWAB US BROAD MARKET | ETF | 3K | 49 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 29K | 517 | – |
DIMENSIONAL U S EQUITY | ETF | 47K | 782 | – |
ISHARES FALLEN ANGELS | USD BOND ETF | 10K | 375 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 45K | 548 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 10K | 96 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 10K | 169 | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 171 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 20K | 359 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 10K | 126 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 15K | 473 | – |
ISHARES MSCI USA MOMNTUM | FCT ETF | 5K | 26 | – |
DIMENSIONAL WORLD EQUITY | ETF | 27K | 433 | – |
VANGUARD GROWTH ETF | ETF | 33K | 90 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 72K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 58K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 43K | 1K | – |
VANGUARD GROWTH ETF | ETF | 31K | 83 | – |
VANGUARD ULTRA SHORT | BOND ETF | 615 | 12 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 48K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 15K | 451 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 266 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 2K | 51 | – |
DIMENSIONAL WORLD EQUITY | ETF | 1K | 18 | – |
DIMENSIONAL WORLD EQUITY | ETF | 47K | 770 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 38K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 121K | 2K | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 33K | 349 | – |
VANGUARD GROWTH ETF | ETF | 66K | 179 | – |
VANGUARD ULTRA SHORT | BOND ETF | 19K | 389 | – |
FORD MOTOR CO | Common Stock | 2K | 215 | – |
SIRIUS XM HLDGS INC | Common Stock | 276 | 80 | – |
A T & T INC | Common Stock | 21K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 51K | 838 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 12K | 147 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 73K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 35K | 1K | – |
VANGUARD VALUE ETF | ETF | 37K | 221 | – |
VANGUARD GROWTH ETF | ETF | 37K | 100 | – |
VANGUARD ULTRA SHORT | BOND ETF | 46K | 933 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 107K | 3K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 46K | 551 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 4K | 83 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 12K | 313 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 18K | 372 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 50K | 2K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 14K | 462 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 15K | 405 | – |
VANGUARD SMALL CAP ETF | ETF | 25K | 107 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 25K | 44 | – |
VANGUARD GROWTH ETF | ETF | 20K | 54 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 44K | 772 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 130K | 3K | – |
DIMENSIONAL WORLD EQUITY | ETF | 36K | 588 | – |
VANGUARD VALUE ETF | ETF | 53K | 316 | – |
VANGUARD GROWTH ETF | ETF | 24K | 66 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 79K | 2K | – |
DIMENSIONAL US REAL | ESTATE ETF | 47K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 81K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 51K | 481 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 58K | 615 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 45K | 237 | – |
VANGUARD VALUE ETF | ETF | 74K | 438 | – |
VANGUARD GROWTH ETF | ETF | 139K | 378 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 47K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 10K | 129 | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 68 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 29 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 1K | 36 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 2K | 20 | – |
VANGUARD S&P 500 ETF | ETF | 10K | 20 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 110 | – |
LONGTOP FINL TECH XXX | REGISTRATION REVOKED BY | 0 | 150 | – |
APPLE INC | Common Stock | 143K | 645 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 48K | 946 | – |
META PLATFORMS INC | CLASS A | 29K | 60 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 9K | 262 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 5K | 9 | – |
VANGUARD GROWTH ETF | ETF | 6K | 16 | – |
DIMENSIONAL WORLD EQUITY | ETF | 29K | 470 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 34K | 677 | – |
VANGUARD ULTRA SHORT | BOND ETF | 31K | 668 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 107 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 60K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 58K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 33K | 404 | – |
DIMENSIONAL U S SMALL | CAP ETF | 49K | 753 | – |
DIMENSIONAL WORLD EQUITY | ETF | 72K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 153K | 3K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 73K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 27K | 496 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 23K | 451 | – |
VANGUARD GROWTH ETF | ETF | 61K | 167 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 22K | 583 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 25K | 602 | – |
VANGUARD SHORT TERM | TREASURY ETF | 31K | 537 | – |
VANGUARD ULTRA SHORT | BOND ETF | 25K | 504 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 18K | 414 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 8K | 154 | – |
METLIFE INC | Common Stock | 7K | 93 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 14K | 123 | – |
VANGUARD GROWTH ETF | ETF | 13K | 34 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 33K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 23K | 412 | – |
VANGUARD MID CAP GROWTH | ETF | 21K | 91 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 8K | 241 | – |
VANGUARD GROWTH ETF | ETF | 9K | 24 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 40K | 1K | – |
DIMENSIONAL U S SMALL | CAP ETF | 28K | 423 | – |
ISHARES CORE S&P 500 | ETF | 66K | 119 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 41K | 383 | – |
VANGUARD SHORT TERM COR | BD ETF | 22K | 278 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 55K | 292 | – |
VANGUARD GROWTH ETF | ETF | 57K | 155 | – |
EXXON MOBIL CORP | Common Stock | 20K | 168 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 44K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 46K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 13K | 127 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 40K | 790 | – |
VANGUARD GROWTH ETF | ETF | 90K | 244 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 97K | 3K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 35K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 548 | 8 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 51K | 859 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 43K | 76 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 46K | 244 | – |
VANGUARD GROWTH ETF | ETF | 122K | 331 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 126 | – |
VANGUARD ULTRA SHORT | BOND ETF | 12K | 243 | – |
DIMENSIONAL WORLD EQUITY | ETF | 16K | 266 | – |
VANGUARD GROWTH ETF | ETF | 17K | 45 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 32K | 952 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 55K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 59K | 984 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 30K | 279 | – |
VANGUARD GROWTH ETF | ETF | 33K | 90 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 75K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 83K | 3K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 60K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 141K | 2K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 37K | 577 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 72K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 63K | 599 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 34K | 360 | – |
VANGUARD GROWTH ETF | ETF | 166K | 451 | – |
VANGUARD ULTRA SHORT | BOND ETF | 24K | 487 | – |
VANGUARD S&P 500 ETF | ETF | 35K | 70 | – |
VANGUARD GROWTH ETF | ETF | 13K | 36 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 42K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 82K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 69K | 2K | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 49K | 87 | – |
VANGUARD VALUE ETF | ETF | 70K | 418 | – |
VANGUARD GROWTH ETF | ETF | 49K | 134 | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 165 | – |
VANGUARD GROWTH ETF | ETF | 13K | 36 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 11K | 106 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 21K | 113 | – |
VANGUARD GROWTH ETF | ETF | 29K | 78 | – |
DIMENSIONAL U S EQUITY | ETF | 21 | 0 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 62 | 1 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 32 | 0 | – |
ISHARES CORE S&P 500 | ETF | 45K | 82 | – |
VANGUARD ULTRA SHORT | BOND ETF | 16K | 324 | – |
VANGUARD ULTRA SHORT | BOND ETF | 16K | 324 | – |
DIMENSIONAL WORLD EQUITY | ETF | 6K | 104 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 61K | 2K | – |
VANGUARD SHORT TERM COR | BD ETF | 43 | 1 | – |
VANGUARD S&P 500 ETF | ETF | 31K | 61 | – |
DIMENSIONAL WORLD EQUITY | ETF | 307 | 5 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 88K | 2K | – |
VANGUARD SHORT TERM | TREASURY ETF | 17K | 290 | – |
VANGUARD GROWTH ETF | ETF | 167K | 455 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 33K | 577 | – |
DIMENSIONAL WORLD EQUITY | ETF | 60K | 973 | – |
VANGUARD GROWTH ETF | ETF | 151K | 410 | – |
VANGUARD ULTRA SHORT | BOND ETF | 35K | 711 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 34K | 588 | – |
VANGUARD SHORT TERM COR | BD ETF | 4K | 51 | – |
VANGUARD S&P 500 ETF | ETF | 52K | 103 | – |
VANGUARD VALUE ETF | ETF | 46K | 276 | – |
DIMENSIONAL WORLD EQUITY | ETF | 48K | 787 | – |
VANGUARD SHORT TERM | TREASURY ETF | 35 | 1 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 51K | 271 | – |
VANGUARD GROWTH ETF | ETF | 49K | 132 | – |
VANGUARD SHORT TERM COR | BD ETF | 61 | 1 | – |
VANGUARD SHORT TERM | TREASURY ETF | 30K | 510 | – |
VANGUARD S&P 500 ETF | ETF | 22K | 44 | – |
ISHARES CORE S&P 500 | ETF | 36K | 65 | – |
VANGUARD VALUE ETF | ETF | 19K | 112 | – |
VANGUARD ULTRA SHORT | BOND ETF | 29K | 587 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 179K | 5K | – |
ISHARES CORE S&P 500 | ETF | 125K | 226 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 24K | 230 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 62K | 326 | – |
VANGUARD GROWTH ETF | ETF | 108K | 295 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 68K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 33K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 16K | 205 | – |
VANGUARD VALUE ETF | ETF | 46K | 273 | – |
MONDELEZ INTL | CLASS A | 43K | 634 | – |
ALTRIA GROUP INC | Common Stock | 69K | 1K | – |
PHILIP MORRIS INTL | Common Stock | 130K | 1K | – |
COSTCO WHOLESALE CO | Common Stock | 4K | 5 | – |
VANGUARD SHORT TERM COR | BD ETF | 3K | 35 | – |
VANGUARD SHORT TERM | TREASURY ETF | 40K | 686 | – |
MICRON TECHNOLOGY | Common Stock | 8K | 74 | – |
DIMENSIONAL U S EQUITY | ETF | 1K | 23 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 37K | 722 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 8K | 164 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 25K | 308 | – |
VANGUARD SHORT TERM COR | BD ETF | 8K | 99 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 15K | 439 | – |
DIMENSIONAL U S SMALL | CAP ETF | 33K | 502 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 17K | 531 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 32K | 383 | – |
VANGUARD GROWTH ETF | ETF | 35K | 96 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 41K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 19K | 580 | – |
ISHARES GOLD ETF | ETF | 17K | 362 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 11K | 130 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 55K | 2K | – |
VANGUARD GROWTH ETF | ETF | 83K | 227 | – |
VANGUARD GROWTH ETF | ETF | 46K | 126 | – |
CONSTELLATION ENERGY COR | Common Stock | 12K | 65 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 50K | 1K | – |
EXELON CORP | Common Stock | 8K | 208 | – |
VANGUARD SHORT TERM COR | BD ETF | 58K | 737 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 19K | 331 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 35K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 554 | 8 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 15K | 143 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 15K | 258 | – |
VANGUARD GROWTH ETF | ETF | 75K | 205 | – |
DIMENSIONAL U S EQUITY | ETF | 17K | 278 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 7K | 35 | – |
LOCKHEED MARTIN CORP | Common Stock | 18K | 34 | – |
NORTHROP GRUMMAN CO | Common Stock | 17K | 35 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 21K | 410 | – |
VANGUARD SHORT TERM | TREASURY ETF | 6K | 106 | – |
VANGUARD ULTRA SHORT | BOND ETF | 14K | 278 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 3K | 40 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 3K | 135 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 34K | 718 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 44K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 48K | 584 | – |
VANGUARD SHORT TERM COR | BD ETF | 30K | 380 | – |
VANGUARD SHORT TERM | TREASURY ETF | 6K | 96 | – |
VANGUARD SHORT TERM COR | BD ETF | 3K | 40 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 82K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 54K | 952 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 48K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 43K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 297K | 5K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 86K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 34K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 47K | 917 | – |
VANGUARD SHORT TERM | TREASURY ETF | 68K | 1K | – |
VANGUARD GROWTH ETF | ETF | 5K | 13 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 91K | 3K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 59K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 66K | 2K | – |
VANGUARD GROWTH ETF | ETF | 46K | 125 | – |
VANGUARD ULTRA SHORT | BOND ETF | 29K | 582 | – |
DIMENSIONAL WORLD EQUITY | ETF | 14K | 233 | – |
VANGUARD GROWTH ETF | ETF | 15K | 40 | – |
DIMENSIONAL WORLD EQUITY | ETF | 42K | 685 | – |
VANGUARD GROWTH ETF | ETF | 14K | 37 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 48K | 845 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 70K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 187K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 73K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 53K | 648 | – |
VANGUARD SHORT TERM COR | BD ETF | 10K | 130 | – |
VANGUARD GROWTH ETF | ETF | 70K | 191 | – |
KROGER CO | Common Stock | 41K | 753 | – |
VANGUARD ULTRA SHORT | BOND ETF | 18K | 363 | – |
VANGUARD ULTRA SHORT | BOND ETF | 20K | 407 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 40K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 38K | 660 | – |
DIMENSIONAL WORLD EQUITY | ETF | 48K | 783 | – |
ISHARES SHORT TERM NTNL | MUN BND ETF | 47 | 0 | – |
VANGUARD SHORT TERM COR | BD ETF | 37K | 469 | – |
VANGUARD SHORT TERM | TREASURY ETF | 13K | 219 | – |
VANGUARD VALUE ETF | ETF | 72K | 428 | – |
VANGUARD GROWTH ETF | ETF | 84K | 230 | – |
DIMENSIONAL U S EQUITY | ETF | 28K | 474 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 26K | 792 | – |
VANGUARD GROWTH ETF | ETF | 24K | 66 | – |
VANGUARD ULTRA SHORT | BOND ETF | 7K | 145 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 10K | 122 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 29K | 513 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 81K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 48K | 584 | – |
3M CO | Common Stock | 13K | 100 | – |
SOLVENTUM CORP | Common Stock | 1K | 25 | – |
DIMENSIONAL WORLD EQUITY | ETF | 50K | 814 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 29K | 766 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 19K | 733 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 8K | 237 | – |
VANGUARD GROWTH ETF | ETF | 6K | 15 | – |
CF INDUSTRIES HLDG | Common Stock | 535 | 7 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 29K | 515 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 29K | 608 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 64K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 271 | – |
VANGUARD SHORT TERM COR | BD ETF | 17K | 213 | – |
ISHARES GOLD ETF | ETF | 24K | 513 | – |
VANGUARD ULTRA SHORT | BOND ETF | 9K | 177 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 93K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 28K | 483 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 27K | 727 | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 18K | 376 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 44K | 871 | – |
VANGUARD SHORT TERM | TREASURY ETF | 160 | 3 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 18K | 359 | – |
VANGUARD GROWTH ETF | ETF | 37K | 100 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 41K | 772 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 34K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 39K | 773 | – |
VANGUARD ULTRA SHORT | BOND ETF | 504 | 10 | – |
VANGUARD S&P 500 ETF | ETF | 14K | 27 | – |
VANGUARD ULTRA SHORT | BOND ETF | 13K | 258 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 11K | 135 | – |
DIMENSIONAL US REAL | ESTATE ETF | 39K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 66K | 2K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 50K | 1K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 73K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 384K | 6K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 161K | 4K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 67K | 2K | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 27K | 534 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 109K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 75K | 705 | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 448 | – |
VANGUARD GROWTH ETF | ETF | 136K | 370 | – |
DIMENSIONAL WORLD EQUITY | ETF | 16K | 262 | – |
VANGUARD SHORT TERM COR | BD ETF | 4K | 54 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 146K | 4K | – |
DIMENSIONAL US REAL | ESTATE ETF | 48K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 115K | 4K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 32K | 1K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 123K | 3K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 132K | 4K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 170K | 4K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 16K | 306 | – |
ISHARES GOLD ETF | ETF | 58K | 1K | – |
VANGUARD GROWTH ETF | ETF | 314K | 855 | – |
ISHARES GOLD ETF | ETF | 10K | 207 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 12K | 372 | – |
DIMENSIONAL U S EQUITY | ETF | 12K | 209 | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 165 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 10K | 83 | – |
VANGUARD GROWTH ETF | ETF | 16K | 42 | – |
VANGUARD GROWTH ETF | ETF | 11K | 30 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 51 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 76K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 125K | 2K | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 45K | 954 | – |
DIMENSIONAL U S EQUITY | ETF | 99K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 51K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 123K | 1K | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 45K | 0 | – |
VANGUARD SMALL CAP | GROWTH ETF | 50K | 191 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 56K | 936 | – |
VANGUARD GROWTH ETF | ETF | 142K | 265 | – |
VANGUARD GROWTH ETF | ETF | 37K | 100 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 7K | 67 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 34K | 414 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 135K | 4K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 70K | 1K | – |
ISHARES IBOXX HIGH YIELD | BOND ETF | 28K | 357 | – |
ISHARES GOLD ETF | ETF | 32K | 700 | – |
VANGUARD SHORT TERM | TREASURY ETF | 30K | 509 | – |
VANGUARD S&P 500 ETF | ETF | 94K | 185 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 11K | 128 | – |
VANGUARD SHORT TERM COR | BD ETF | 8K | 103 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 1K | 36 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 17K | 446 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 59K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 27K | 522 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 23K | 120 | – |
VANGUARD GROWTH ETF | ETF | 49K | 132 | – |
DIMENSIONAL U S SMALL | CAP ETF | 555K | 8K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 347K | 13K | – |
DIMENSIONAL U S EQUITY | ETF | 918K | 15K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 537K | 13K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 136K | 5K | – |
ISHARES SHORT TERM NTNL | MUN BND ETF | 36K | 343 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 79K | 748 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 102K | 2K | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 384K | 677 | – |
VANGUARD GROWTH ETF | ETF | 691K | 2K | – |
VANGUARD ULTRA SHORT | BOND ETF | 12K | 232 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 37K | 737 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 12K | 215 | – |
VANGUARD S&P 500 ETF | ETF | 13K | 25 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 9K | 79 | – |
VANGUARD GROWTH ETF | ETF | 7K | 20 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 22K | 379 | – |
DIMENSIONAL WORLD EQUITY | ETF | 23K | 379 | – |
VANGUARD S&P 500 ETF | ETF | 30K | 59 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 26K | 835 | – |
VANGUARD GROWTH ETF | ETF | 47K | 128 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 32K | 862 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 26K | 483 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 36K | 437 | – |
VANGUARD ULTRA SHORT | BOND ETF | 21K | 417 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 111 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 9K | 283 | – |
VANGUARD GROWTH ETF | ETF | 63K | 173 | – |
VANGUARD GROWTH ETF | ETF | 6K | 16 | – |
VANGUARD SHORT TERM | TREASURY ETF | 4K | 71 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 15K | 370 | – |
VANGUARD GROWTH ETF | ETF | 25K | 69 | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 10K | 201 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 18K | 390 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 36K | 991 | – |
FORD MOTOR CO | Common Stock | 4K | 381 | – |
ISHARES MSCI GLO GOLD | MINERS ETF | 9K | 282 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 30K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 14K | 176 | – |
VANGUARD GROWTH ETF | ETF | 21K | 58 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 12K | 140 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 12K | 460 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 41K | 497 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 26K | 493 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 28 | – |
VANGUARD ULTRA SHORT | BOND ETF | 7K | 133 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 34K | 633 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 41K | 805 | – |
VANGUARD SHORT TERM COR | BD ETF | 7K | 90 | – |
VANGUARD S&P 500 ETF | ETF | 68K | 133 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 14K | 409 | – |
VANGUARD GROWTH ETF | ETF | 63K | 173 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 9K | 186 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 256 | 3 | – |
DARLING INGREDIENTS | Common Stock | 9K | 218 | – |
DIMENSIONAL U S EQUITY | ETF | 17K | 289 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 16K | 322 | – |
VANGUARD SHORT TERM | TREASURY ETF | 11K | 180 | – |
VANGUARD GROWTH ETF | ETF | 37K | 101 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 21K | 409 | – |
VANGUARD S&P 500 ETF | ETF | 13K | 25 | – |
VANGUARD ULTRA SHORT | BOND ETF | 20K | 406 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 8K | 226 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 3K | 14 | – |
VANGUARD GROWTH ETF | ETF | 7K | 18 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 826 | 23 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 623 | 9 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 24K | 415 | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 36K | 752 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 657 | 9 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 20K | 193 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 20K | 343 | – |
VANGUARD SHORT TERM | TREASURY ETF | 20K | 339 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 52K | 273 | – |
VANGUARD S&P 500 ETF | ETF | 77K | 153 | – |
VANGUARD GROWTH ETF | ETF | 29K | 80 | – |
VANGUARD ULTRA SHORT | BOND ETF | 11K | 214 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 26K | 312 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 25K | 239 | – |
VANGUARD GROWTH ETF | ETF | 26K | 72 | – |
VANGUARD ULTRA SHORT | BOND ETF | 5K | 103 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 3K | 38 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 21K | 409 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 141 | – |
VANGUARD ULTRA SHORT | BOND ETF | 20K | 403 | – |
DIMENSIONAL U S EQUITY | ETF | 50K | 832 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 219 | – |
VANGUARD SHORT TERM COR | BD ETF | 17K | 212 | – |
VANGUARD SHORT TERM | TREASURY ETF | 13K | 223 | – |
VANGUARD GROWTH ETF | ETF | 85K | 231 | – |
DIMENSIONAL WORLD EQUITY | ETF | 120K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 62K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 24K | 472 | – |
ISHARES CORE S&P 500 | ETF | 60K | 108 | – |
VANGUARD GROWTH ETF | ETF | 61K | 166 | – |
DIMENSIONAL U S EQUITY | ETF | 10K | 175 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 10K | 200 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 16K | 151 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 115 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 38K | 460 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 87K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 111K | 3K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 94K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 158 | 3 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 36K | 601 | – |
VANGUARD SHORT TERM | TREASURY ETF | 6K | 101 | – |
VANGUARD S&P 500 ETF | ETF | 101K | 200 | – |
VANGUARD GROWTH ETF | ETF | 268K | 731 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 32K | 977 | – |
EBAY INC | Common Stock | 4K | 66 | – |
THE COCA-COLA CO | Common Stock | 8K | 119 | – |
MCDONALDS CORP | Common Stock | 10K | 36 | – |
PAYPAL HOLDINGS INCORPOR | Common Stock | 4K | 60 | – |
VANGUARD SHORT TERM COR | BD ETF | 28K | 359 | – |
VANGUARD GROWTH ETF | ETF | 28K | 77 | – |
ISHARES CORE S&P 500 | ETF | 8K | 14 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 137 | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 449 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 26K | 789 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 12K | 209 | – |
DIMENSIONAL WORLD EQUITY | ETF | 12K | 193 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 15K | 277 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 10K | 206 | – |
VANGUARD GROWTH ETF | ETF | 25K | 67 | – |
VANGUARD SHORT TERM | TREASURY ETF | 5K | 85 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 59K | 2K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 47K | 2K | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 28K | 148 | – |
VANGUARD SHORT TERM COR | BD ETF | 5K | 66 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 10K | 309 | – |
DIMENSIONAL U S EQUITY | ETF | 6K | 102 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 2K | 38 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 16K | 497 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 17K | 211 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 10K | 279 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 4K | 50 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 132 | – |
VANGUARD SHORT TERM COR | BD ETF | 14K | 173 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 11K | 317 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 26K | 452 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 23K | 714 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 27K | 327 | – |
VANGUARD SHORT TERM | TREASURY ETF | 28K | 484 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 35K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 46K | 1K | – |
VANGUARD GROWTH ETF | ETF | 129K | 351 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 14K | 413 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 20K | 619 | – |
DIMENSIONAL WORLD EQUITY | ETF | 1K | 24 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 19K | 451 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 7K | 74 | – |
VANGUARD GROWTH ETF | ETF | 20K | 54 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 26K | 774 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 11K | 102 | – |
VANGUARD GROWTH ETF | ETF | 10K | 26 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 62K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 23K | 896 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 7K | 70 | – |
VANGUARD GROWTH ETF | ETF | 46K | 127 | – |
DIMENSIONAL U S EQUITY | ETF | 62K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 55K | 661 | – |
VANGUARD SHORT TERM | TREASURY ETF | 31K | 538 | – |
VANGUARD GROWTH ETF | ETF | 100K | 273 | – |
DIMENSIONAL U S EQUITY | ETF | 30K | 505 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 50K | 2K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 595 | 9 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 10K | 172 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 10K | 17 | – |
VANGUARD GROWTH ETF | ETF | 49K | 133 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 1K | 15 | – |
ADVANCED MICRO DEVICE IN | Common Stock | 27K | 185 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 187K | 7K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 124K | 4K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 108K | 3K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 182K | 6K | – |
GE AEROSPACE | Common Stock | 66K | 388 | – |
GE VERNOVA INC | Common Stock | 17K | 96 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 69K | 121 | – |
VANGUARD MID CAP GROWTH | ETF | 104K | 446 | – |
VANGUARD GROWTH ETF | ETF | 278K | 757 | – |
APPLE INC | Common Stock | 65K | 294 | – |
BERKSHIRE HATHAWAY | CLASS B | 37K | 84 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 34K | 596 | – |
VANGUARD SMALL CAP ETF | ETF | 4K | 16 | – |
VANGUARD VALUE ETF | ETF | 10K | 62 | – |
VANGUARD GROWTH ETF | ETF | 9K | 25 | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 59 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 122 | – |
VANGUARD GROWTH ETF | ETF | 27K | 73 | – |
DIMENSIONAL U S EQUITY | ETF | 80K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 30K | 287 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 20K | 343 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 24K | 43 | – |
VANGUARD GROWTH ETF | ETF | 24K | 66 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 8K | 240 | – |
VANGUARD SHORT TERM COR | BD ETF | 2K | 27 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 41K | 960 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 37K | 889 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 41K | 809 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 20K | 188 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 8K | 191 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 19K | 226 | – |
DIMENSIONAL WORLD EQUITY | ETF | 60K | 979 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 96K | 3K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 64K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 30K | 595 | – |
VANGUARD GROWTH ETF | ETF | 62K | 169 | – |
VANGUARD ULTRA SHORT | BOND ETF | 29K | 591 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 17K | 487 | – |
VANGUARD SHORT TERM COR | BD ETF | 9K | 113 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 27K | 531 | – |
VANGUARD ULTRA SHORT | BOND ETF | 5K | 101 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 23K | 396 | – |
VANGUARD GROWTH ETF | ETF | 17K | 47 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 39K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 64K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 4K | 109 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 60K | 2K | – |
ISHARES CORE S&P 500 | ETF | 140K | 254 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 62K | 329 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 51K | 445 | – |
VANGUARD GROWTH ETF | ETF | 67K | 182 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 41K | 1K | – |
VANGUARD SHORT TERM | TREASURY ETF | 20K | 338 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 52K | 276 | – |
VANGUARD GROWTH ETF | ETF | 133K | 363 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 10K | 312 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 4K | 83 | – |
VANGUARD GROWTH ETF | ETF | 4K | 11 | – |
VANGUARD GROWTH ETF | ETF | 10K | 27 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 100K | 3K | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 51K | 267 | – |
VANGUARD ULTRA SHORT | BOND ETF | 42K | 843 | – |
DIMENSIONAL U S EQUITY | ETF | 43K | 714 | – |
VANGUARD SHORT TERM | TREASURY ETF | 17K | 283 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 41K | 214 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 73K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 17K | 341 | – |
SPDR GOLD SHARES ETF | ETF | 36K | 160 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 35K | 697 | – |
VANGUARD VALUE ETF | ETF | 34K | 200 | – |
VANGUARD GROWTH ETF | ETF | 82K | 223 | – |
COCA COLA CONSOLIDATED I | Common Stock | 46K | 40 | – |
VANGUARD ULTRA SHORT | BOND ETF | 5K | 95 | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 57 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 26 | 1 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 32K | 986 | – |
VANGUARD GROWTH ETF | ETF | 33K | 91 | – |
DIMENSIONAL WORLD EQUITY | ETF | 10K | 165 | – |
VANGUARD GROWTH ETF | ETF | 10K | 28 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 18K | 539 | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 11K | 168 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 29K | 896 | – |
VANGUARD GROWTH ETF | ETF | 7K | 19 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 51K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 146K | 4K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 47K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 41K | 683 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 85K | 2K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 1K | 15 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 36K | 602 | – |
VANGUARD GROWTH ETF | ETF | 144K | 391 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 25K | 753 | – |
DIMENSIONAL WORLD EQUITY | ETF | 33K | 534 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 25K | 441 | – |
DIMENSIONAL WORLD EQUITY | ETF | 32K | 516 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 32K | 300 | – |
VANGUARD GROWTH ETF | ETF | 65K | 177 | – |
DIMENSIONAL WORLD EQUITY | ETF | 18K | 294 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 25K | 778 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 5K | 96 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 5K | 176 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 11K | 323 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 3K | 28 | – |
VANGUARD SMALL CAP ETF | ETF | 5K | 20 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 12K | 363 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 16K | 307 | – |
VANGUARD GROWTH ETF | ETF | 25K | 67 | – |
VANGUARD ULTRA SHORT | BOND ETF | 16K | 313 | – |
DIMENSIONAL U S EQUITY | ETF | 2K | 35 | – |
DIMENSIONAL U S EQUITY | ETF | 7K | 120 | – |
NVIDIA CORP | Common Stock | 14K | 120 | – |
SUPER MICRO COMPUTER | Common Stock | 1K | 2 | – |
TESLA INC | Common Stock | 5K | 20 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 34K | 1K | – |
CONSTELLATION ENERGY COR | Common Stock | 16K | 84 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 121K | 4K | – |
DIMENSIONAL U S SMALL | CAP ETF | 59K | 909 | – |
DIMENSIONAL WORLD EQUITY | ETF | 72K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 52K | 2K | – |
VANGUARD SHORT TERM | TREASURY ETF | 997 | 17 | – |
VANGUARD VALUE ETF | ETF | 72K | 429 | – |
VANGUARD GROWTH ETF | ETF | 127K | 347 | – |
DIMENSIONAL U S EQUITY | ETF | 98K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 62K | 2K | – |
BANK MONTREAL QUE F | Common Stock | 34K | 400 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 14K | 164 | – |
VANGUARD VALUE ETF | ETF | 35K | 211 | – |
VANGUARD GROWTH ETF | ETF | 67K | 183 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 55K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 49K | 588 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 22K | 384 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 22K | 436 | – |
VANGUARD GROWTH ETF | ETF | 20K | 55 | – |
VANGUARD ULTRA SHORT | BOND ETF | 12K | 248 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 29K | 500 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 14K | 329 | – |
VANGUARD GROWTH ETF | ETF | 29K | 80 | – |
VANGUARD SHORT TERM COR | BD ETF | 833 | 11 | – |
DIMENSIONAL U S EQUITY | ETF | 48K | 805 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 21K | 195 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 26K | 429 | – |
VANGUARD GROWTH ETF | ETF | 43K | 116 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 213 | – |
VANGUARD SHORT TERM COR | BD ETF | 5K | 70 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 12K | 387 | – |
VANGUARD MID CAP GROWTH | ETF | 12K | 51 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 27K | 328 | – |
DIMENSIONAL U S EQUITY | ETF | 43K | 720 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 44K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 6K | 80 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 35K | 423 | – |
VANGUARD SHORT TERM COR | BD ETF | 79K | 1K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 4K | 123 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 15K | 143 | – |
VANGUARD GROWTH ETF | ETF | 158K | 430 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 81K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 78K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 46K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 69K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 68K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 53K | 499 | – |
VANGUARD GROWTH ETF | ETF | 49K | 134 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 637K | 19K | – |
DIMENSIONAL U S SMALL | CAP ETF | 139K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 108K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 118K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 32K | 636 | – |
VANGUARD GROWTH ETF | ETF | 99K | 268 | – |
VANGUARD ULTRA SHORT | BOND ETF | 13K | 258 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 20K | 191 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 20K | 210 | – |
DIMENSIONAL U S SMALL | CAP ETF | 15K | 227 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 70K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 49K | 589 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 70K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 75K | 3K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 61K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 67K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 146K | 4K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 52K | 491 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 62K | 658 | – |
VANGUARD S&P 500 ETF | ETF | 151K | 298 | – |
VANGUARD GROWTH ETF | ETF | 66K | 179 | – |
DIMENSIONAL U S EQUITY | ETF | 15K | 252 | – |
VANGUARD ULTRA SHORT | BOND ETF | 32K | 640 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 20K | 604 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 15K | 176 | – |
DIMENSIONAL WORLD EQUITY | ETF | 28K | 456 | – |
ISHARES MSCI GLO GOLD | MINERS ETF | 13K | 416 | – |
VANGUARD SHORT TERM COR | BD ETF | 3K | 34 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 48K | 833 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 82K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 110K | 2K | – |
VANGUARD S&P 500 ETF | ETF | 152K | 301 | – |
VANGUARD GROWTH ETF | ETF | 64K | 173 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 8K | 248 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 1K | 10 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 5K | 9 | – |
VANGUARD GROWTH ETF | ETF | 4K | 10 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 22K | 688 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 14K | 171 | – |
DIMENSIONAL WORLD EQUITY | ETF | 22K | 355 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 29K | 905 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 28K | 496 | – |
DIMENSIONAL U S EQUITY | ETF | 51K | 847 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 566 | 8 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 24K | 226 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 15K | 258 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 39K | 68 | – |
VANGUARD GROWTH ETF | ETF | 49K | 132 | – |
DIMENSIONAL U S EQUITY | ETF | 33K | 557 | – |
VANGUARD GROWTH ETF | ETF | 44K | 119 | – |
VANGUARD SHORT TERM COR | BD ETF | 22K | 275 | – |
VANGUARD SHORT TERM | TREASURY ETF | 5K | 90 | – |
ISHARES GOLD ETF | ETF | 16K | 339 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 19K | 236 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 44K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 22K | 524 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 10K | 291 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 56K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 35K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 35K | 933 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 28K | 870 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 62K | 746 | – |
VANGUARD SMALL CAP ETF | ETF | 72K | 310 | – |
VANGUARD S&P 500 ETF | ETF | 104K | 206 | – |
VANGUARD VALUE ETF | ETF | 89K | 527 | – |
VANGUARD GROWTH ETF | ETF | 63K | 171 | – |
VANGUARD GROWTH ETF | ETF | 11K | 31 | – |
DIMENSIONAL U S EQUITY | ETF | 7K | 111 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 7K | 196 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 11K | 277 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 13K | 411 | – |
VANGUARD GROWTH ETF | ETF | 8K | 22 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 14K | 420 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 10K | 273 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 1K | 46 | – |
VANGUARD SHORT TERM | TREASURY ETF | 12K | 208 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 14K | 362 | – |
DIMENSIONAL WORLD EQUITY | ETF | 5K | 79 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 6K | 238 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 27K | 745 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 6K | 158 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 25K | 309 | – |
VANGUARD SHORT TERM COR | BD ETF | 6K | 72 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 9K | 270 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 15K | 261 | – |
VANGUARD S&P 500 ETF | ETF | 81K | 160 | – |
VANGUARD GROWTH ETF | ETF | 149 | 0 | – |
DIMENSIONAL U S EQUITY | ETF | 7K | 115 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 39K | 730 | – |
VANGUARD ULTRA SHORT | BOND ETF | 36K | 731 | – |
AMERICAN HEALTHCARE REIT | INC CLASS T | 13K | 814 | – |
DIMENSIONAL WORLD EQUITY | ETF | 676 | 11 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 76K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 42K | 739 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 52K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 82K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 15K | 139 | – |
VANGUARD GROWTH ETF | ETF | 56K | 153 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 113K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 79K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 76K | 3K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 27K | 893 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 15K | 287 | – |
VANGUARD SHORT TERM | TREASURY ETF | 16K | 269 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 25K | 496 | – |
VANGUARD GROWTH ETF | ETF | 82K | 222 | – |
VANGUARD ULTRA SHORT | BOND ETF | 7K | 131 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 3K | 59 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 10K | 210 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 219 | – |
VANGUARD GROWTH ETF | ETF | 3K | 9 | – |
DIMENSIONAL WORLD EQUITY | ETF | 37K | 604 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 2K | 40 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 24K | 726 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 40K | 752 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 39K | 777 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 7K | 226 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 20K | 397 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 20K | 626 | – |
ISHARES MSCI USA MOMNTUM | FCT ETF | 5K | 26 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 67K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 67K | 3K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 147K | 4K | – |
DIMENSIONAL U S EQUITY | ETF | 135K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 66K | 627 | – |
VANGUARD SMALL CAP ETF | ETF | 75K | 319 | – |
VANGUARD GROWTH ETF | ETF | 194K | 528 | – |
VANGUARD ULTRA SHORT | BOND ETF | 15K | 308 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 33K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 39K | 365 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 12K | 203 | – |
VANGUARD S&P 500 ETF | ETF | 50K | 99 | – |
VANGUARD GROWTH ETF | ETF | 98K | 266 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 17K | 508 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 91K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 94K | 4K | – |
DIMENSIONAL U S EQUITY | ETF | 71K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 68K | 2K | – |
ISHARES CORE S&P 500 | ETF | 111K | 200 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 13K | 399 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 5K | 43 | – |
VANGUARD SMALL CAP ETF | ETF | 5K | 20 | – |
VANGUARD GROWTH ETF | ETF | 10K | 28 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 8K | 137 | – |
DIMENSIONAL U S EQUITY | ETF | 18K | 306 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 5K | 58 | – |
VANGUARD MID CAP GROWTH | ETF | 36 | 0 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 33 | – |
DIMENSIONAL U S EQUITY | ETF | 4K | 65 | – |
VANGUARD ULTRA SHORT | BOND ETF | 974 | 20 | – |
DIMENSIONAL U S EQUITY | ETF | 40K | 673 | – |
DIMENSIONAL US REAL | ESTATE ETF | 64K | 3K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 63K | 991 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 39K | 416 | – |
VANGUARD GROWTH ETF | ETF | 274K | 746 | – |
DIMENSIONAL U S EQUITY | ETF | 22K | 366 | – |
DIMENSIONAL WORLD EQUITY | ETF | 13K | 209 | – |
VANGUARD GROWTH ETF | ETF | 13K | 35 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 108K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 129K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 57K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 63K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 122K | 4K | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 43K | 459 | – |
VANGUARD GROWTH ETF | ETF | 177K | 481 | – |
EXXON MOBIL CORP | Common Stock | 36K | 306 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 3K | 63 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 30K | 812 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 58K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 46K | 556 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 300 | 9 | – |
DIMENSIONAL WORLD EQUITY | ETF | 13K | 214 | – |
VANGUARD GROWTH ETF | ETF | 735 | 2 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 23K | 719 | – |
VANGUARD GROWTH ETF | ETF | 23K | 63 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 136 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 6K | 58 | – |
DIMENSIONAL U S EQUITY | ETF | 120 | 2 | – |
VANGUARD LARGE CAP ETF | ETF | 757 | 3 | – |
VANGUARD SHORT TERM COR | BD ETF | 4K | 55 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 26K | 311 | – |
VANGUARD GROWTH ETF | ETF | 32K | 88 | – |
APPLE INC | Common Stock | 92K | 416 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 51K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 60K | 1K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 82K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 68K | 641 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 18K | 300 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 48K | 84 | – |
VANGUARD GROWTH ETF | ETF | 4K | 12 | – |
VANGUARD S&P 500 ETF | ETF | 25K | 49 | – |
VANGUARD ULTRA SHORT | BOND ETF | 21K | 422 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 21K | 645 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 22K | 382 | – |
VANGUARD GROWTH ETF | ETF | 13K | 34 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 10K | 172 | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 174 | – |
VANGUARD S&P 500 ETF | ETF | 7K | 13 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 28K | 491 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 995 | 38 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 19K | 515 | – |
DIMENSIONAL U S EQUITY | ETF | 20K | 339 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 392 | 10 | – |
DIMENSIONAL U S EQUITY | ETF | 89K | 1K | – |
ISHARES GOLD ETF | ETF | 30K | 638 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 25K | 239 | – |
VANGUARD GROWTH ETF | ETF | 49K | 133 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 8K | 138 | – |
DIMENSIONAL U S EQUITY | ETF | 3K | 42 | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 7K | 116 | – |
VANGUARD GROWTH ETF | ETF | 7K | 19 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 46K | 563 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 34K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 21K | 268 | – |
VANGUARD S&P 500 ETF | ETF | 66K | 131 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 46K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 36K | 441 | – |
VANGUARD ULTRA SHORT | BOND ETF | 21K | 413 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 29K | 911 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 30K | 914 | – |
VANGUARD GROWTH ETF | ETF | 25K | 69 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 10K | 178 | – |
DIMENSIONAL WORLD EQUITY | ETF | 18K | 289 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 24K | 587 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 5K | 100 | – |
VANGUARD GROWTH ETF | ETF | 12K | 33 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 35K | 930 | – |
DIMENSIONAL U S EQUITY | ETF | 60K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 41K | 498 | – |
VANGUARD GROWTH ETF | ETF | 78K | 211 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 54K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 6K | 117 | – |
VANGUARD GROWTH ETF | ETF | 141 | 0 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 29K | 786 | – |
VANGUARD SHORT TERM | TREASURY ETF | 18K | 303 | – |
VANGUARD S&P 500 ETF | ETF | 44K | 88 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 42K | 367 | – |
VANGUARD VALUE ETF | ETF | 43K | 254 | – |
VANGUARD ULTRA SHORT | BOND ETF | 49K | 991 | – |
PRINCIPAL FINL | Common Stock | 15K | 189 | – |
VANGUARD SHORT TERM COR | BD ETF | 24K | 304 | – |
VANGUARD TOTAL STOCK | MARKET ETF | 28K | 101 | – |
VANGUARD GROWTH ETF | ETF | 25K | 68 | – |
EXXON MOBIL CORP | Common Stock | 105K | 889 | – |
CHEVRON CORP | Common Stock | 66K | 413 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 108K | 4K | – |
DIMENSIONAL US REAL | ESTATE ETF | 104K | 4K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 157K | 3K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 173K | 5K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 5K | 114 | – |
DIMENSIONAL U S EQUITY | ETF | 317K | 5K | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 75K | 132 | – |
VANGUARD VALUE ETF | ETF | 222K | 1K | – |
VANGUARD GROWTH ETF | ETF | 301K | 821 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 17K | 522 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 34K | 416 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 21K | 195 | – |
VANGUARD SHORT TERM | TREASURY ETF | 2K | 28 | – |
VANGUARD GROWTH ETF | ETF | 10K | 26 | – |
DIMENSIONAL WORLD EQUITY | ETF | 22K | 357 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 17 | 0 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 15K | 258 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 20K | 402 | – |
VANGUARD GROWTH ETF | ETF | 19K | 51 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 49K | 2K | – |
DIMENSIONAL US REAL | ESTATE ETF | 49K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 56K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 67K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 168K | 3K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 126K | 3K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 57K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 51K | 481 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 90K | 158 | – |
VANGUARD GROWTH ETF | ETF | 140K | 382 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 90K | 3K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 4K | 109 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 3K | 101 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 7K | 209 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 2K | 37 | – |
VANGUARD GROWTH ETF | ETF | 3K | 7 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 217 | – |
DIMENSIONAL U S EQUITY | ETF | 53K | 891 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 15K | 79 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 115K | 3K | – |
DIMENSIONAL US REAL | ESTATE ETF | 47K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 60K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 118K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 42K | 785 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 14K | 432 | – |
ISHARES GOLD ETF | ETF | 37K | 803 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 38K | 455 | – |
VANGUARD GROWTH ETF | ETF | 123K | 334 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 46K | 551 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 33K | 981 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 76K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 32K | 386 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 45K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 68K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 13K | 126 | – |
VANGUARD GROWTH ETF | ETF | 47K | 129 | – |
VANGUARD ULTRA SHORT | BOND ETF | 26K | 513 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 9K | 45 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 45K | 547 | – |
VANGUARD SHORT TERM COR | BD ETF | 26K | 331 | – |
APPLE INC | Common Stock | 147K | 661 | – |
AMAZON.COM INC | Common Stock | 80K | 430 | – |
CHIPOTLE MEXICAN GRL | Common Stock | 108K | 2K | – |
ALPHABET INC. | CLASS A | 82K | 479 | – |
LUCID GROUP INC | Common Stock | 19K | 5K | – |
MICROSOFT CORP | Common Stock | 52K | 125 | – |
NVIDIA CORP | Common Stock | 321K | 3K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 11K | 271 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 5K | 79 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 22K | 203 | – |
VANGUARD GROWTH ETF | ETF | 13K | 35 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 41K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 14K | 251 | – |
ISHARES CORE S&P 500 | ETF | 14K | 26 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 64K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 94K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 115K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 132K | 3K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 46K | 437 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 46K | 488 | – |
VANGUARD GROWTH ETF | ETF | 207K | 564 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 114 | 0 | – |
DIMENSIONAL U S EQUITY | ETF | 180 | 0 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 6K | 96 | – |
DIMENSIONAL WORLD EQUITY | ETF | 24K | 386 | – |
VANGUARD GROWTH ETF | ETF | 6K | 15 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 35 | – |
AURORA CANNABIS INC F | Common Stock | 6 | 1 | – |
BANK OF AMERICA CORP | Common Stock | 4K | 100 | – |
BP PLC F | SPONSORED ADR | 6K | 160 | – |
WALT DISNEY CO | Common Stock | 9K | 100 | – |
JOHNSON & JOHNSON | Common Stock | 16K | 100 | – |
VERIZON COMMUNICATN | Common Stock | 4K | 100 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 6K | 185 | – |
VANGUARD GROWTH ETF | ETF | 7K | 18 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 33K | 1K | – |
FERGUSON PLC NEW F | Common Stock | 28K | 127 | – |
APPLE INC | Common Stock | 108K | 488 | – |
AMAZON.COM INC | Common Stock | 75K | 400 | – |
BERKSHIRE HATHAWAY | CLASS B | 16K | 36 | – |
BEAZER HOMES USA INC | Common Stock | 21K | 610 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 22K | 378 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 46K | 978 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 31K | 967 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 17K | 609 | – |
ISHARES IBOXX HIGH YIELD | BOND ETF | 47K | 597 | – |
INTEL CORP | Common Stock | 6K | 180 | – |
SOUTHWEST AIRLINES | Common Stock | 3K | 108 | – |
MICROSOFT CORP | Common Stock | 76K | 182 | – |
NETFLIX INC | Common Stock | 47K | 75 | – |
NIKE INC | CLASS B | 15K | 203 | – |
PFIZER INC | Common Stock | 7K | 215 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 53K | 1K | – |
VANGUARD GROWTH ETF | ETF | 45K | 123 | – |
VANGUARD ULTRA SHORT | BOND ETF | 27K | 537 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 5K | 132 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 92K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 35K | 426 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 23K | 679 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 40K | 382 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 48K | 84 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 49K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 58K | 971 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 567 | 8 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 24K | 254 | – |
VANGUARD SHORT TERM COR | BD ETF | 35K | 446 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 48K | 85 | – |
VANGUARD GROWTH ETF | ETF | 58K | 159 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 3K | 46 | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 3K | 41 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 954 | 10 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 7K | 13 | – |
VANGUARD GROWTH ETF | ETF | 7K | 20 | – |
VANGUARD SHORT TERM | TREASURY ETF | 18K | 0 | – |
DIMENSIONAL U S EQUITY | ETF | 11K | 189 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 37K | 892 | – |
VANGUARD SHORT TERM COR | BD ETF | 32K | 411 | – |
VANGUARD VALUE ETF | ETF | 34K | 200 | – |
VANGUARD GROWTH ETF | ETF | 40K | 108 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 59K | 1K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 51K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 60K | 996 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 52K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 36K | 437 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 69K | 1K | – |
VANGUARD GROWTH ETF | ETF | 38K | 103 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 11K | 348 | – |
VANGUARD SMALL CAP ETF | ETF | 11K | 45 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 10K | 50 | – |
VANGUARD GROWTH ETF | ETF | 31K | 84 | – |
ISHARES GOLD ETF | ETF | 53K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 45K | 578 | – |
VANGUARD GROWTH ETF | ETF | 135K | 369 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 755 | 13 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 103K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 166K | 3K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 707K | 20K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 173K | 5K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 153K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 154K | 5K | – |
ISHARES GOLD ETF | ETF | 137K | 3K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 144K | 1K | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 50K | 532 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 193K | 340 | – |
VANGUARD GROWTH ETF | ETF | 599K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 31K | 374 | – |
VANGUARD S&P 500 ETF | ETF | 55K | 109 | – |
CATERPILLAR INC | Common Stock | 108K | 313 | – |
CONSTELLATION ENERGY COR | Common Stock | 73K | 385 | – |
DOMINION ENERGY INC | Common Stock | 32K | 602 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 73K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 73K | 2K | – |
DIGITAL REALTY TRUST | REIT | 48K | 318 | – |
EXELON CORP | Common Stock | 41K | 1K | – |
GILEAD SCIENCES INC | Common Stock | 25K | 333 | – |
MEDTRONIC PLC F | Common Stock | 24K | 300 | – |
NEXTERA ENERGY INC | Common Stock | 41K | 533 | – |
VANGUARD GROWTH ETF | ETF | 22K | 61 | – |
DIMENSIONAL U S EQUITY | ETF | 28K | 468 | – |
VANGUARD GROWTH ETF | ETF | 19K | 53 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 54K | 949 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 61K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 68K | 2K | – |
ISHARES GOLD ETF | ETF | 23K | 500 | – |
VANGUARD SHORT TERM | TREASURY ETF | 21K | 358 | – |
DIMENSIONAL U S EQUITY | ETF | 127K | 2K | – |
ISHARES GOLD ETF | ETF | 36K | 774 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 25K | 238 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 20K | 342 | – |
VANGUARD S&P 500 ETF | ETF | 67K | 132 | – |
VANGUARD GROWTH ETF | ETF | 73K | 199 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 32K | 391 | – |
VANGUARD S&P 500 ETF | ETF | 66K | 129 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 5K | 133 | – |
VANGUARD GROWTH ETF | ETF | 2K | 5 | – |
SPDR GOLD SHARES ETF | ETF | 14K | 64 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 18K | 553 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 61K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 87K | 3K | – |
J P MORGAN CHASE & CO | Common Stock | 46K | 215 | – |
VANGUARD GROWTH ETF | ETF | 129K | 352 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 5K | 154 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 9K | 263 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 6K | 10 | – |
DIMENSIONAL WORLD EQUITY | ETF | 36K | 590 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 10K | 188 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 25K | 233 | – |
VANGUARD GROWTH ETF | ETF | 20K | 54 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 12K | 151 | – |
VANGUARD SHORT TERM COR | BD ETF | 17K | 214 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 4K | 21 | – |
VANGUARD GROWTH ETF | ETF | 4K | 11 | – |
SPDR BLOOMBG EMG MRKT | LCL BND ETF | 182 | 9 | – |
SCHWAB FUNDAMNTL US SML | COM ETF | 480 | 8 | – |
SCHWAB FUNDTL INTRNL SML | EQT ETF | 255 | 7 | – |
SCHWAB FUNDTL EMRG MKT | EQT ETF | 504 | 17 | – |
SCHWAB FUNDAMNTL INTRNL | EQT ETF | 362 | 10 | – |
SCHWAB FUNDMNTL US LARGE | COM ETF | 764 | 11 | – |
XTRACKERS INTER REAL EST | ETF | 63 | 3 | – |
XTRACKERS USD HIGH YIELD | COR BND ETF | 72 | 2 | – |
ISHARES GOLD ETF | ETF | 93 | 2 | – |
SCHWAB US SMALL CAP ETF | ETF | 309 | 6 | – |
SCHWAB INTERNATNAL SMALL | CAP EQY ETF | 186 | 5 | – |
SCHWAB EMERGING MARKETS | EQUITY ETF | 296 | 11 | – |
SCHWAB INTERNATIONAL | EQUITY ETF | 277 | 7 | – |
CHARLES SCHWAB US REIT | ETF | 64 | 3 | – |
SCHWAB 5 10 YEAR CORP | BOND ETF | 586 | 13 | – |
SCHWAB US TIPS ETF | ETF | 158 | 3 | – |
SCHWAB INTERMEDIATE TERM | US TRS ETF | 298 | 6 | – |
SCHWAB US LARGE CAP ETF | ETF | 521 | 8 | – |
VANGUARD MORTGAGE BACKED | SEC ETF | 835 | 18 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 115K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 68K | 3K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 42K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 421K | 7K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 23K | 222 | – |
VANGUARD GROWTH ETF | ETF | 275K | 750 | – |
DIMENSIONAL U S EQUITY | ETF | 21K | 356 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 12K | 354 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 10K | 99 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 14K | 75 | – |
VANGUARD ULTRA SHORT | BOND ETF | 10K | 204 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 65K | 2K | – |
ISHARES GOLD ETF | ETF | 33K | 711 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 831 | 12 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 26K | 429 | – |
VANGUARD SHORT TERM | TREASURY ETF | 33K | 569 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 98K | 519 | – |
VANGUARD S&P 500 ETF | ETF | 102K | 201 | – |
VANGUARD GROWTH ETF | ETF | 72K | 195 | – |
VANGUARD GROWTH ETF | ETF | 41K | 112 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 17K | 534 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 213 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 5K | 152 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 65K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 90K | 2K | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 60K | 318 | – |
VANGUARD GROWTH ETF | ETF | 88K | 239 | – |
JOHNSON & JOHNSON | Common Stock | 33K | 210 | – |
DIMENSIONAL WORLD EQUITY | ETF | 11K | 175 | – |
VANGUARD GROWTH ETF | ETF | 3K | 8 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 53K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 73K | 2K | – |
BARRICK GOLD CORP F | Common Stock | 24K | 1K | – |
ISHARES GOLD ETF | ETF | 69K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 733 | 9 | – |
VANGUARD SHORT TERM | TREASURY ETF | 4K | 76 | – |
VANGUARD VALUE ETF | ETF | 104K | 618 | – |
VANGUARD GROWTH ETF | ETF | 138K | 375 | – |
VANGUARD MEGA CAP GROWTH | ETF | 93K | 302 | – |
VANGUARD VALUE ETF | ETF | 89K | 532 | – |
VANGUARD SHORT TERM | TREASURY ETF | 46 | 1 | – |
VANGUARD SHORT TERM COR | BD ETF | 6K | 77 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 149K | 4K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 82K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 135K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 21K | 194 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 27K | 47 | – |
VANGUARD GROWTH ETF | ETF | 211K | 576 | – |
VANGUARD SHORT TERM | TREASURY ETF | 7K | 122 | – |
VANGUARD GROWTH ETF | ETF | 44K | 120 | – |
DIMENSIONAL WORLD EQUITY | ETF | 494 | 8 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 86K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 8K | 214 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 276K | 8K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 127K | 4K | – |
VANGUARD GROWTH ETF | ETF | 137K | 374 | – |
DIMENSIONAL WORLD EQUITY | ETF | 14K | 227 | – |
VANGUARD SHORT TERM COR | BD ETF | 6K | 76 | – |
VANGUARD SHORT TERM | TREASURY ETF | 9K | 149 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 52K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 49K | 2K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 511 | 7 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 16K | 167 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 31K | 55 | – |
VANGUARD GROWTH ETF | ETF | 72K | 195 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 16K | 484 | – |
VANGUARD ULTRA SHORT | BOND ETF | 23 | 0 | – |
ISHARES CORE S&P 500 | ETF | 3K | 6 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 3K | 35 | – |
VANGUARD SHORT TERM | TREASURY ETF | 4K | 62 | – |
DIMENSIONAL WORLD EQUITY | ETF | 60K | 980 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 36K | 1K | – |
SEALED AIR CORP | Common Stock | 34K | 895 | – |
VANGUARD ULTRA SHORT | BOND ETF | 10K | 193 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 8K | 94 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 64K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 47K | 826 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 17K | 328 | – |
VANGUARD GROWTH ETF | ETF | 87K | 237 | – |
BELDEN INC | Common Stock | 14K | 148 | – |
DIMENSIONAL U S EQUITY | ETF | 208K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 67K | 2K | – |
VANGUARD SHORT TERM | TREASURY ETF | 52K | 898 | – |
VANGUARD VALUE ETF | ETF | 80K | 478 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 54K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 34K | 1K | – |
VANGUARD GROWTH ETF | ETF | 81K | 220 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 17K | 161 | – |
DIMENSIONAL WORLD EQUITY | ETF | 14K | 223 | – |
VANGUARD GROWTH ETF | ETF | 16K | 43 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 44K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 26K | 426 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 42K | 507 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 12K | 365 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 5K | 57 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 193K | 6K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 61K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 69K | 3K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 23K | 481 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 68K | 2K | – |
VANGUARD SHORT TERM | TREASURY ETF | 42K | 723 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 50K | 998 | – |
VANGUARD GROWTH ETF | ETF | 130K | 355 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 10K | 301 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 5K | 96 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 6K | 190 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 156K | 5K | – |
VANGUARD SHORT TERM | TREASURY ETF | 14K | 243 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 59K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 46K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 27K | 731 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 25K | 525 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 38K | 908 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 28K | 852 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 279K | 11K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 63K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 216K | 4K | – |
NOVO-NORDISK AS VORMAL F | SPONSORED ADR | 25K | 186 | – |
VANGUARD SMALL CAP ETF | ETF | 91K | 391 | – |
VANGUARD VALUE ETF | ETF | 130K | 774 | – |
VANGUARD GROWTH ETF | ETF | 123K | 334 | – |
DIMENSIONAL WORLD EQUITY | ETF | 177K | 3K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 243K | 7K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 116K | 4K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 61K | 1K | – |
VANGUARD GROWTH ETF | ETF | 256K | 698 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 12K | 362 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 11K | 253 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 42K | 1K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 31K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 11K | 182 | – |
VANGUARD ULTRA SHORT | BOND ETF | 10K | 201 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 80K | 2K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 329 | 5 | – |
MICRON TECHNOLOGY | Common Stock | 8K | 73 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 16K | 154 | – |
VANGUARD SMALL CAP ETF | ETF | 60K | 258 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 10K | 173 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 48K | 84 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 51K | 271 | – |
VANGUARD GROWTH ETF | ETF | 73K | 198 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 32K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 13K | 259 | – |
VANGUARD GROWTH ETF | ETF | 32K | 88 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 14K | 169 | – |
VANGUARD SHORT TERM COR | BD ETF | 16K | 211 | – |
VANGUARD ULTRA SHORT | BOND ETF | 2K | 40 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 5K | 164 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 16K | 192 | – |
VANGUARD SHORT TERM COR | BD ETF | 28K | 353 | – |
VANGUARD SHORT TERM | TREASURY ETF | 3K | 51 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 122 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 215 | – |
VANGUARD SHORT TERM COR | BD ETF | 10K | 133 | – |
VANGUARD VALUE ETF | ETF | 27K | 158 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 56K | 989 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 53K | 1K | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 9K | 152 | – |
VANGUARD SHORT TERM | TREASURY ETF | 34K | 575 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 55K | 289 | – |
VANGUARD GROWTH ETF | ETF | 68K | 184 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 4K | 115 | – |
VANGUARD GROWTH ETF | ETF | 35K | 96 | – |
AMERICAN EXPRESS CO | Common Stock | 109K | 430 | – |
VANGUARD SHORT TERM COR | BD ETF | 9K | 115 | – |
VANGUARD SHORT TERM COR | BD ETF | 34K | 430 | – |
VANGUARD SMALL CAP ETF | ETF | 6K | 27 | – |
VANGUARD GROWTH ETF | ETF | 5K | 14 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 14K | 252 | – |
MARRIOTT INTL INC | CLASS A | 119K | 524 | – |
VANGUARD GROWTH ETF | ETF | 22K | 59 | – |
US CHINA BIOMEDICAL XXX | REGISTRATION REVOKED BY | 0 | 1 | – |
NORSTRA ENERGY INC | Common Stock | 0 | 500 | – |
SOUL & VIBE INTRACTV XXX | REGISTRATION REVOKED BY | 0 | 1 | – |
DIMENSIONAL U S EQUITY | ETF | 19K | 311 | – |
VANGUARD MID CAP GROWTH | ETF | 36K | 152 | – |
DIMENSIONAL U S SMALL | CAP ETF | 69K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 52K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 49K | 812 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 1K | 19 | – |
UNITED PARCEL SRVC | CLASS B | 422K | 3K | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 51K | 860 | – |
VANGUARD GROWTH ETF | ETF | 148K | 402 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 10K | 291 | – |
DIMENSIONAL U S EQUITY | ETF | 16K | 260 | – |
ISHARES SHORT TERM NTNL | MUN BND ETF | 2K | 22 | – |
VANGUARD GROWTH ETF | ETF | 12K | 33 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 7K | 90 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 2K | 54 | – |
VANGUARD GROWTH ETF | ETF | 4K | 10 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 27K | 824 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 10K | 394 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 12K | 381 | – |
VANGUARD SHORT TERM | TREASURY ETF | 2K | 26 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 13K | 22 | – |
VANGUARD GROWTH ETF | ETF | 25K | 69 | – |
VANGUARD ULTRA SHORT | BOND ETF | 42K | 839 | – |
DIMENSIONAL U S EQUITY | ETF | 17K | 276 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 220 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 12K | 109 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 11K | 138 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 7K | 232 | – |
VANGUARD VALUE ETF | ETF | 5K | 30 | – |
DIMENSIONAL U S EQUITY | ETF | 20K | 341 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 45K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 47K | 778 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 10K | 203 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 17K | 301 | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 16K | 255 | – |
VANGUARD GROWTH ETF | ETF | 17K | 46 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 6K | 112 | – |
DIMENSIONAL WORLD EQUITY | ETF | 133K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 67K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 42K | 820 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 44K | 411 | – |
VANGUARD GROWTH ETF | ETF | 84K | 229 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 16K | 192 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 53K | 564 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 57K | 300 | – |
VANGUARD GROWTH ETF | ETF | 84K | 229 | – |
APPLE INC | Common Stock | 89K | 400 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 113K | 3K | – |
DIMENSIONAL WORLD EQUITY | ETF | 60K | 982 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 181K | 6K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 154K | 4K | – |
JOHNSON & JOHNSON | Common Stock | 42K | 266 | – |
KIMBERLY CLARK CORP | Common Stock | 30K | 218 | – |
VANGUARD MEGA CAP GROWTH | ETF | 124K | 402 | – |
VANGUARD GROWTH ETF | ETF | 155K | 421 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 22K | 433 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 115K | 1K | – |
VANGUARD GROWTH ETF | ETF | 136K | 371 | – |
DIMENSIONAL WORLD EQUITY | ETF | 27K | 436 | – |
VANGUARD GROWTH ETF | ETF | 20K | 54 | – |
VANGUARD S&P 500 ETF | ETF | 8K | 16 | – |
VANGUARD GROWTH ETF | ETF | 6K | 17 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 34K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 25K | 423 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 20K | 589 | – |
VANGUARD S&P 500 ETF | ETF | 59K | 116 | – |
VANGUARD GROWTH ETF | ETF | 26K | 71 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 42K | 731 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 53K | 282 | – |
VANGUARD GROWTH ETF | ETF | 87K | 237 | – |
VANGUARD ULTRA SHORT | BOND ETF | 31K | 619 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 25K | 740 | – |
DIMENSIONAL WORLD EQUITY | ETF | 12K | 191 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 3K | 77 | – |
VANGUARD GROWTH ETF | ETF | 10K | 26 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 34K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 30K | 287 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 39K | 69 | – |
VANGUARD GROWTH ETF | ETF | 88K | 239 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 50K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 10K | 182 | – |
UNITED PARCEL SRVC | CLASS B | 143K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 6K | 70 | – |
VANGUARD GROWTH ETF | ETF | 10K | 28 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 7K | 205 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 2K | 70 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 11K | 193 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 26K | 136 | – |
VANGUARD GROWTH ETF | ETF | 24K | 65 | – |
VANGUARD ULTRA SHORT | BOND ETF | 10K | 203 | – |
DIMENSIONAL WORLD EQUITY | ETF | 49K | 789 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 24K | 227 | – |
VANGUARD SHORT TERM COR | BD ETF | 5K | 66 | – |
VANGUARD GROWTH ETF | ETF | 31K | 84 | – |
VANGUARD ULTRA SHORT | BOND ETF | 17K | 337 | – |
DIMENSIONAL U S EQUITY | ETF | 8K | 131 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 25K | 779 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 28K | 344 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 32K | 168 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 32K | 298 | – |
VANGUARD SMALL CAP ETF | ETF | 11K | 48 | – |
VANGUARD SHORT TERM | TREASURY ETF | 7K | 112 | – |
VANGUARD VALUE ETF | ETF | 37K | 221 | – |
VANGUARD GROWTH ETF | ETF | 41K | 111 | – |
DIMENSIONAL WORLD EQUITY | ETF | 90K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 28K | 550 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 44K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 29K | 350 | – |
VANGUARD ULTRA SHORT | BOND ETF | 23K | 458 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 27K | 806 | – |
VANGUARD GROWTH ETF | ETF | 24K | 65 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 60K | 2K | – |
VANGUARD MID CAP GROWTH | ETF | 44K | 187 | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 102K | 2K | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 43K | 224 | – |
VANGUARD S&P 500 ETF | ETF | 25K | 49 | – |
VANGUARD GROWTH ETF | ETF | 149K | 406 | – |
DIMENSIONAL WORLD EQUITY | ETF | 24K | 393 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 9K | 174 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 52K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 74K | 2K | – |
VANGUARD SMALL CAP ETF | ETF | 44K | 189 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 51K | 267 | – |
VANGUARD S&P 500 ETF | ETF | 66K | 131 | – |
DIMENSIONAL WORLD EQUITY | ETF | 15K | 242 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 18K | 565 | – |
VANGUARD SHORT TERM COR | BD ETF | 22K | 278 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 32K | 281 | – |
DIMENSIONAL WORLD EQUITY | ETF | 15K | 252 | – |
CVS HEALTH CORP | Common Stock | 28K | 468 | – |
DIMENSIONAL US REAL | ESTATE ETF | 58K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 62K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 100K | 3K | – |
DTE ENERGY CO | Common Stock | 15K | 124 | – |
DT MIDSTREAM INC | Common Stock | 4K | 55 | – |
VANGUARD SHORT TERM | TREASURY ETF | 31K | 536 | – |
VANGUARD GROWTH ETF | ETF | 140K | 382 | – |
VANGUARD SHORT TERM | TREASURY ETF | 3K | 53 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 25K | 758 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 10K | 326 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 27K | 470 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 26K | 626 | – |
VANGUARD GROWTH ETF | ETF | 24K | 64 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 51K | 959 | – |
VANGUARD VALUE ETF | ETF | 59K | 350 | – |
ISHARES CORE S&P 500 | ETF | 24K | 43 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 35K | 428 | – |
VANGUARD SHORT TERM COR | BD ETF | 41K | 528 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 20K | 343 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 14K | 429 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 32K | 686 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 14K | 164 | – |
ISHARES GOLD ETF | ETF | 59K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 35K | 334 | – |
VANGUARD GROWTH ETF | ETF | 81K | 221 | – |
DIMENSIONAL U S EQUITY | ETF | 12K | 208 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 59K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 29K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 41K | 971 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 30K | 365 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 40K | 796 | – |
VANGUARD VALUE ETF | ETF | 80K | 474 | – |
VANGUARD GROWTH ETF | ETF | 59K | 161 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 42K | 511 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 135K | 4K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 11K | 419 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 49K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 33K | 809 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 11K | 106 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 52K | 273 | – |
VANGUARD GROWTH ETF | ETF | 73K | 198 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 11K | 342 | – |
VANGUARD SHORT TERM | TREASURY ETF | 4K | 75 | – |
DIMENSIONAL WORLD EQUITY | ETF | 73K | 1K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 43K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 61K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 43K | 842 | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 450 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 51K | 268 | – |
VANGUARD S&P 500 ETF | ETF | 98K | 194 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 40K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 32K | 407 | – |
ISHARES CORE S&P 500 | ETF | 27K | 49 | – |
PRUDENTIAL FINL | Common Stock | 7K | 57 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 36K | 430 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 124K | 3K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 63K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 137K | 2K | – |
VANGUARD TOTAL WORLD | STOCK ETF | 76K | 664 | – |
VANGUARD GROWTH ETF | ETF | 147K | 400 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 46K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 68K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 40K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 241K | 4K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 36K | 576 | – |
VANGUARD GROWTH ETF | ETF | 40K | 110 | – |
CONOCOPHILLIPS | Common Stock | 25K | 227 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 150K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 378K | 6K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 106K | 3K | – |
FORD MOTOR CO | Common Stock | 3K | 246 | – |
INTEL CORP | Common Stock | 3K | 111 | – |
VANGUARD SHORT TERM | TREASURY ETF | 104K | 2K | – |
VANGUARD TOTAL WORLD | STOCK ETF | 96K | 832 | – |
VANGUARD GROWTH ETF | ETF | 135K | 368 | – |
VERIZON COMMUNICATN | Common Stock | 5K | 124 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 24K | 288 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 61K | 2K | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 32K | 167 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 7K | 87 | – |
DIMENSIONAL WORLD EQUITY | ETF | 43K | 704 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 2K | 37 | – |
APPLE INC | Common Stock | 7M | 33K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 91K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 193K | 7K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 61K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 52K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 86K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 127K | 3K | – |
DIMENSIONAL INTERN HIGH | PROFIT ETF | 63K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 51K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 68K | 641 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 104K | 1K | – |
VANGUARD CONSUMER | DISCRETIONARY ETF | 86K | 266 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 51K | 851 | – |
VANGUARD SHORT TERM | TREASURY ETF | 40K | 688 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 151K | 265 | – |
VANGUARD GROWTH ETF | ETF | 119K | 324 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 132K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 207K | 6K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 182K | 6K | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 96K | 169 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 96K | 505 | – |
VANGUARD GROWTH ETF | ETF | 322K | 878 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 1K | 39 | – |
DIMENSIONAL INFLTN PRTD | SECRT ETF | 41 | 1 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 31K | 926 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 43K | 403 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 28K | 50 | – |
DIMENSIONAL U S EQUITY | ETF | 59K | 986 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 34K | 1K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 30K | 628 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 14K | 450 | – |
DIMENSIONAL U S EQUITY | ETF | 37K | 623 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 53K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 125K | 2K | – |
THE COCA-COLA CO | Common Stock | 271K | 4K | – |
VANGUARD GROWTH ETF | ETF | 56K | 152 | – |
WALMART INC | Common Stock | 256K | 4K | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 11K | 60 | – |
AMEREN CORP | Common Stock | 64K | 810 | – |
AMERICA MOVIL SAB DE C F | SPONSORED ADR | 12K | 700 | – |
BRISTOL-MYERS SQUIBB | Common Stock | 13K | 282 | – |
COMCAST CORP | CLASS A | 14K | 351 | – |
CONOCOPHILLIPS | Common Stock | 28K | 250 | – |
DOMINION ENERGY INC | Common Stock | 10K | 188 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 10K | 310 | – |
WALT DISNEY CO | Common Stock | 19K | 206 | – |
DUKE ENERGY CORP | Common Stock | 80K | 731 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 31K | 604 | – |
ENBRIDGE INC F | Common Stock | 31K | 831 | – |
EQT CORP | Common Stock | 17K | 502 | – |
GE HEALTHCARE TECHNOLOGI | Common Stock | 677 | 8 | – |
THE COCA-COLA CO | Common Stock | 61K | 910 | – |
ALLIANT ENERGY CORP | Common Stock | 13K | 235 | – |
MCDONALDS CORP | Common Stock | 42K | 158 | – |
O G E ENERGY CP HLDG | Common Stock | 22K | 564 | – |
OCCIDENTAL PETROL CO | Common Stock | 11K | 182 | – |
PHILLIPS 66 | Common Stock | 20K | 136 | – |
RTX CORP | Common Stock | 16K | 135 | – |
SOUTHWEST GAS HOLDINGS I | Common Stock | 9K | 128 | – |
WAL-MART DE MEXICO S A F | SPONSORED ADR | 8K | 226 | – |
ESSENTIAL UTILS INC | Common Stock | 24K | 594 | – |
EXXON MOBIL CORP | Common Stock | 31K | 261 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 9K | 15 | – |
VANGUARD GROWTH ETF | ETF | 59K | 162 | – |
DIMENSIONAL U S EQUITY | ETF | 76K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 37K | 448 | – |
VANGUARD SHORT TERM | TREASURY ETF | 9K | 151 | – |
VANGUARD GROWTH ETF | ETF | 47K | 129 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 373 | 12 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 20K | 356 | – |
VANGUARD S&P 500 ETF | ETF | 24K | 47 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 19K | 161 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 134 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 7K | 64 | – |
DIMENSIONAL U S EQUITY | ETF | 155K | 3K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 71K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 66 | 1 | – |
APPLE INC | Common Stock | 86K | 387 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 185K | 3K | – |
DIMENSIONAL WORLD EQUITY | ETF | 208K | 3K | – |
ISHARES CORE S&P 500 | ETF | 213K | 385 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 45K | 422 | – |
VANGUARD SHORT TERM | TREASURY ETF | 6K | 94 | – |
VANGUARD GROWTH ETF | ETF | 169K | 460 | – |
VANGUARD ULTRA SHORT | BOND ETF | 199 | 4 | – |
CITIGROUP INC | Common Stock | 18K | 284 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 74K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 40K | 703 | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 19K | 404 | – |
META PLATFORMS INC | CLASS A | 48K | 100 | – |
TRAVELERS COMPANIES | Common Stock | 33K | 151 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 16K | 317 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 23K | 406 | – |
DIMENSIONAL WORLD EQUITY | ETF | 39K | 640 | – |
ISHARES CORE S&P 500 | ETF | 57K | 102 | – |
VANGUARD MID CAP GROWTH | ETF | 8K | 33 | – |
VANGUARD GROWTH ETF | ETF | 19K | 51 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 111 | – |
CHARLES SCHWAB US REIT | ETF | 0 | 0 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 24K | 937 | – |
DIMENSIONAL U S EQUITY | ETF | 63K | 1K | – |
VANGUARD SMALL CAP ETF | ETF | 31K | 133 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 53K | 277 | – |
VANGUARD GROWTH ETF | ETF | 62K | 168 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 6K | 29 | – |
VANGUARD S&P 500 ETF | ETF | 10K | 20 | – |
VANGUARD ULTRA SHORT | BOND ETF | 8K | 151 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 23K | 876 | – |
DIMENSIONAL U S EQUITY | ETF | 22K | 374 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 21K | 659 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 17K | 208 | – |
VANGUARD GROWTH ETF | ETF | 52K | 142 | – |
DIMENSIONAL US REAL | ESTATE ETF | 16K | 660 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 22K | 698 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 25K | 606 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 39K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 13K | 227 | – |
DIMENSIONAL U S EQUITY | ETF | 64K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 26K | 248 | – |
VANGUARD SMALL CAP | GROWTH ETF | 25K | 96 | – |
VANGUARD GROWTH ETF | ETF | 33K | 90 | – |
VANGUARD ULTRA SHORT | BOND ETF | 4K | 78 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 8K | 142 | – |
DIMENSIONAL WORLD EQUITY | ETF | 16K | 253 | – |
VANGUARD GROWTH ETF | ETF | 15K | 41 | – |
VANGUARD SMALL CAP ETF | ETF | 6K | 24 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 16K | 150 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 260 | – |
DIMENSIONAL WORLD EQUITY | ETF | 13K | 211 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 105 | 2 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 15K | 27 | – |
VANGUARD GROWTH ETF | ETF | 16K | 44 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 21K | 368 | – |
CLOUDFLARE INC | CLASS A | 2K | 20 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 23K | 275 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 16K | 632 | – |
VANGUARD GROWTH ETF | ETF | 23K | 64 | – |
DIMENSIONAL U S EQUITY | ETF | 19K | 312 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 224 | – |
VANGUARD SHORT TERM COR | BD ETF | 28K | 357 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 39K | 1K | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 20K | 340 | – |
VANGUARD SHORT TERM | TREASURY ETF | 19K | 320 | – |
DIMENSIONAL U S EQUITY | ETF | 35K | 591 | – |
VANGUARD GROWTH ETF | ETF | 11K | 31 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 16K | 490 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 25K | 782 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 1K | 31 | – |
CENTERPOINT ENERGY INC | Common Stock | 12K | 442 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 59K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 33K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 97K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 48K | 1K | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 31K | 621 | – |
VANGUARD SHORT TERM | TREASURY ETF | 30K | 515 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 22K | 662 | – |
DIMENSIONAL U S EQUITY | ETF | 14K | 226 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 6K | 53 | – |
VANGUARD GROWTH ETF | ETF | 16K | 43 | – |
COTTONWOOD COMMUNITIES I | NC CLASS I | 19K | 2K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 50K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 24K | 428 | – |
DIMENSIONAL WORLD EQUITY | ETF | 43K | 705 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 14K | 450 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 46K | 81 | – |
VANGUARD GROWTH ETF | ETF | 49K | 134 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 10K | 242 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 15K | 302 | – |
DIMENSIONAL US REAL | ESTATE ETF | 81K | 3K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 145K | 4K | – |
DIMENSIONAL WORLD EQUITY | ETF | 122K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 31K | 981 | – |
VANGUARD GROWTH ETF | ETF | 167K | 454 | – |
VANGUARD SHORT TERM | TREASURY ETF | 30K | 515 | – |
VANGUARD GROWTH ETF | ETF | 48K | 131 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 7K | 212 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 4K | 50 | – |
DIMENSIONAL WORLD EQUITY | ETF | 107K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 78K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 23K | 450 | – |
VANGUARD SHORT TERM | TREASURY ETF | 7K | 111 | – |
DIMENSIONAL WORLD EQUITY | ETF | 27K | 434 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 24K | 429 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 42K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 62K | 2K | – |
VANGUARD SHORT TERM COR | BD ETF | 9K | 110 | – |
VANGUARD GROWTH ETF | ETF | 67K | 183 | – |
JOHNSON & JOHNSON | Common Stock | 33K | 210 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 26K | 768 | – |
VANGUARD SHORT TERM | TREASURY ETF | 2K | 34 | – |
VANGUARD GROWTH ETF | ETF | 13K | 36 | – |
DIMENSIONAL WORLD EQUITY | ETF | 36K | 588 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 30K | 287 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 17K | 291 | – |
VANGUARD GROWTH ETF | ETF | 39K | 107 | – |
VANGUARD ULTRA SHORT | BOND ETF | 11K | 222 | – |
DIMENSIONAL U S SMALL | CAP ETF | 247K | 4K | – |
DIMENSIONAL U S EQUITY | ETF | 574K | 10K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 277K | 7K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 31K | 925 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 22K | 853 | – |
VANGUARD GROWTH ETF | ETF | 29K | 79 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 17K | 88 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 5K | 159 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 7K | 66 | – |
VANGUARD S&P 500 ETF | ETF | 10K | 19 | – |
VANGUARD ULTRA SHORT | BOND ETF | 5K | 92 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 12K | 228 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 73K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 36K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 84K | 3K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 52K | 488 | – |
VANGUARD VALUE ETF | ETF | 80K | 474 | – |
VANGUARD GROWTH ETF | ETF | 104K | 283 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 39K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 34K | 588 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 116 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 3K | 85 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 26K | 776 | – |
VANGUARD GROWTH ETF | ETF | 32K | 87 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 8K | 241 | – |
DIMENSIONAL US REAL | ESTATE ETF | 15K | 644 | – |
DIMENSIONAL WORLD EQUITY | ETF | 254K | 4K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 131K | 4K | – |
DIMENSIONAL U S EQUITY | ETF | 392K | 7K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 127K | 3K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 52K | 1K | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 70K | 734 | – |
VANGUARD SHORT TERM | TREASURY ETF | 25K | 428 | – |
VANGUARD GROWTH ETF | ETF | 267K | 727 | – |
VANGUARD GROWTH ETF | ETF | 61K | 166 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 199K | 6K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 44K | 2K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 44K | 688 | – |
SPDR GOLD SHARES ETF | ETF | 59K | 260 | – |
NVIDIA CORP | Common Stock | 18K | 151 | – |
ISHARES SEMICONDUCTOR | ETF | 48K | 203 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 61K | 577 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 97K | 170 | – |
VANGUARD GROWTH ETF | ETF | 127K | 346 | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 68 | – |
DIMENSIONAL U S EQUITY | ETF | 26K | 432 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 12K | 62 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 26K | 506 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 62K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 67K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 69K | 2K | – |
VANGUARD GROWTH ETF | ETF | 79K | 216 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 3K | 35 | – |
DIMENSIONAL WORLD EQUITY | ETF | 26K | 427 | – |
VANGUARD SHORT TERM COR | BD ETF | 8K | 106 | – |
DIMENSIONAL U S EQUITY | ETF | 41K | 687 | – |
VANGUARD SHORT TERM COR | BD ETF | 28K | 355 | – |
APPLE INC | Common Stock | 311K | 1K | – |
ADVANCED MICRO DEVICE IN | Common Stock | 289K | 2K | – |
CHIPOTLE MEXICAN GRL | Common Stock | 244K | 4K | – |
LIBERTY MEDIA CORP | Common Stock | 116K | 1K | – |
JETBLUE AIRWAYS CORP | Common Stock | 0 | 5K | – |
LUCID GROUP INC | Common Stock | 66K | 19K | – |
LOCKHEED MARTIN CORP | Common Stock | 135K | 250 | – |
MICROSOFT CORP | Common Stock | 0 | 1K | – |
NETFLIX INC | Common Stock | 63K | 0 | – |
NIKE INC | CLASS B | 0 | 1K | – |
PALANTIR TECHNOLOGIES IN | CLASS A | 103K | 4K | – |
FERRARI N V F | Common Stock | 112K | 271 | – |
RTX CORP | Common Stock | 117K | 1K | – |
SNOWFLAKE INC | CLASS A | 0 | 1K | – |
VANGUARD ENERGY ETF | ETF | 131K | 1K | – |
ENERGY SELECT SECTOR | SPDR ETF | 93K | 1K | – |
EXXON MOBIL CORP | Common Stock | 237K | 2K | – |
ZOOM VIDEO COMMUNICATION | CLASS A | 0 | 3K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 1K | 17 | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 139 | – |
VANGUARD GROWTH ETF | ETF | 8K | 21 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 21K | 435 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 50K | 884 | – |
DIMENSIONAL WORLD EQUITY | ETF | 46K | 747 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 5K | 146 | – |
DIMENSIONAL U S EQUITY | ETF | 4K | 61 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 4K | 42 | – |
VANGUARD GROWTH ETF | ETF | 54K | 148 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 15K | 255 | – |
ISHARES CORE S&P 500 | ETF | 18K | 32 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 4K | 89 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 19K | 98 | – |
VANGUARD GROWTH ETF | ETF | 35K | 96 | – |
DIMENSIONAL EMERG CORE | EQY MRKT ETF | 46K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 16K | 281 | – |
DIMENSIONAL WORLD EQUITY | ETF | 26K | 423 | – |
VANGUARD GROWTH ETF | ETF | 21K | 56 | – |
VANGUARD GROWTH ETF | ETF | 83K | 226 | – |
AMAZON.COM INC | Common Stock | 367K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 3K | 65 | – |
ALPHABET INC. | CLASS A | 103K | 602 | – |
JETBLUE AIRWAYS CORP | Common Stock | 3K | 500 | – |
SOUTHWEST AIRLINES | Common Stock | 136K | 5K | – |
MCDONALDS CORP | Common Stock | 28K | 104 | – |
MC CORMICK & CO INC | Common Stock | 39K | 509 | – |
REVANCE THERAPEUTICS | Common Stock | 378 | 100 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 15K | 81 | – |
VANGUARD ULTRA SHORT | BOND ETF | 5K | 102 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 151K | 5K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 47K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 32K | 850 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 60K | 2K | – |
VANGUARD GROWTH ETF | ETF | 136K | 370 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 5K | 59 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 4K | 158 | – |
DIMENSIONAL U S EQUITY | ETF | 104K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 49K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 59K | 719 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 25K | 443 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 14K | 329 | – |
VANGUARD ULTRA SHORT | BOND ETF | 1K | 26 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 4K | 108 | – |
SPDR GOLD SHARES ETF | ETF | 3K | 12 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 3K | 42 | – |
APPLE INC | Common Stock | 50K | 226 | – |
CHEVRON CORP | Common Stock | 20K | 127 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 54K | 947 | – |
VANGUARD GROWTH ETF | ETF | 69K | 188 | – |
VANGUARD GROWTH ETF | ETF | 7K | 19 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 35K | 1K | – |
VANGUARD GROWTH ETF | ETF | 35K | 96 | – |
VANGUARD ULTRA SHORT | BOND ETF | 12K | 247 | – |
DIMENSIONAL U S SMALL | CAP ETF | 164K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 104K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 185K | 7K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 142K | 4K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 40K | 841 | – |
DIMENSIONAL U S EQUITY | ETF | 178K | 3K | – |
VANGUARD SHORT TERM | TREASURY ETF | 52K | 897 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 71K | 1K | – |
VANGUARD VALUE ETF | ETF | 73K | 433 | – |
VANGUARD GROWTH ETF | ETF | 69K | 188 | – |
VANGUARD S&P 500 ETF | ETF | 112K | 221 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 28K | 484 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 21K | 250 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 37K | 196 | – |
VANGUARD GROWTH ETF | ETF | 39K | 106 | – |
VANGUARD ULTRA SHORT | BOND ETF | 1K | 21 | – |
DIMENSIONAL U S EQUITY | ETF | 25K | 423 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 17K | 206 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 8K | 160 | – |
VANGUARD ULTRA SHORT | BOND ETF | 8K | 156 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 11K | 318 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 4K | 112 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 4K | 71 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 14K | 75 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 9K | 257 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 7K | 13 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 86K | 2K | – |
ISHARES CORE S&P 500 | ETF | 37K | 67 | – |
VANGUARD SHORT TERM COR | BD ETF | 27K | 340 | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 448 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 103K | 3K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 9K | 85 | – |
VANGUARD SHORT TERM COR | BD ETF | 10K | 129 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 36K | 192 | – |
VANGUARD GROWTH ETF | ETF | 81K | 221 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 5K | 92 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 33K | 1K | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 61K | 321 | – |
ABBVIE INC | Common Stock | 186K | 1K | – |
ABBOTT LABORATORIES | Common Stock | 106K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 42K | 736 | – |
DIMENSIONAL U S EQUITY | ETF | 164K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 50K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 51K | 478 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 48K | 84 | – |
VANGUARD GROWTH ETF | ETF | 96K | 260 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 34K | 639 | – |
ISHARES CORE S&P 500 | ETF | 36K | 65 | – |
VANGUARD ULTRA SHORT | BOND ETF | 26K | 533 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 30K | 797 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 31K | 749 | – |
VANGUARD GROWTH ETF | ETF | 56K | 153 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 56K | 2K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 27K | 801 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 6K | 119 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 26K | 139 | – |
VANGUARD GROWTH ETF | ETF | 21K | 58 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 35K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 28K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 28K | 342 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 31K | 290 | – |
VANGUARD ULTRA SHORT | BOND ETF | 26K | 521 | – |
VANGUARD SHORT TERM COR | BD ETF | 4K | 52 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 37K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 16K | 314 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 31K | 378 | – |
VANGUARD SHORT TERM COR | BD ETF | 27K | 350 | – |
DIMENSIONAL U S EQUITY | ETF | 41K | 693 | – |
ABBVIE INC | Common Stock | 52K | 280 | – |
ABBOTT LABORATORIES | Common Stock | 23K | 213 | – |
DIMENSIONAL WORLD EQUITY | ETF | 25K | 401 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 5K | 40 | – |
VANGUARD SHORT TERM COR | BD ETF | 74K | 943 | – |
VANGUARD VALUE ETF | ETF | 66K | 394 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 52K | 2K | – |
ISHARES US HEALTHCARE | ETF | 50K | 789 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 154K | 4K | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 134 | – |
DIMENSIONAL US REAL | ESTATE ETF | 57K | 2K | – |
DIMENSIONAL U S SMALL | CAP ETF | 145K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 112K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 106K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 492K | 8K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 41K | 384 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 121K | 636 | – |
VANGUARD GROWTH ETF | ETF | 346K | 941 | – |
VANGUARD SHORT TERM COR | BD ETF | 22K | 277 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 213 | – |
ISHARES GOLD ETF | ETF | 22K | 466 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 25K | 300 | – |
VANGUARD VALUE ETF | ETF | 35K | 211 | – |
VANGUARD GROWTH ETF | ETF | 67K | 181 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 30K | 947 | – |
DIMENSIONAL U S EQUITY | ETF | 62K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 28K | 864 | – |
MICROSOFT CORP | Common Stock | 88K | 211 | – |
VANGUARD SHORT TERM COR | BD ETF | 19K | 245 | – |
VANGUARD GROWTH ETF | ETF | 32K | 87 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 14K | 409 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 31K | 926 | – |
PROCTER & GAMBLE | Common Stock | 778K | 5K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 16K | 147 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 18K | 538 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 20K | 192 | – |
VANGUARD GROWTH ETF | ETF | 34K | 93 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 5K | 135 | – |
CHEVRON CORP | Common Stock | 31K | 194 | – |
GENERAL DYNAMICS CO | Common Stock | 17K | 57 | – |
LOCKHEED MARTIN CORP | Common Stock | 29K | 54 | – |
VANGUARD SHORT TERM | TREASURY ETF | 2K | 35 | – |
APPLE INC | Common Stock | 22K | 101 | – |
CHEVRON CORP | Common Stock | 17K | 105 | – |
NEXTERA ENERGY INC | Common Stock | 16K | 208 | – |
TESLA INC | Common Stock | 14K | 60 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 9K | 114 | – |
VANGUARD S&P 500 ETF | ETF | 15K | 30 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 62K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 31K | 502 | – |
DIMENSIONAL U S EQUITY | ETF | 87K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 56K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 15K | 139 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 38K | 67 | – |
VANGUARD GROWTH ETF | ETF | 64K | 175 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 17K | 208 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 41K | 1K | – |
VANGUARD GROWTH ETF | ETF | 38K | 104 | – |
VANGUARD SHORT TERM COR | BD ETF | 102 | 1 | – |
VANGUARD SHORT TERM | TREASURY ETF | 15K | 258 | – |
VANGUARD GROWTH ETF | ETF | 37K | 100 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 24K | 738 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 269K | 8K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 120K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 236K | 4K | – |
DIMENSIONAL U S EQUITY | ETF | 304K | 5K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 306K | 9K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 104K | 2K | – |
ISHARES GOLD ETF | ETF | 135K | 3K | – |
VANGUARD GROWTH ETF | ETF | 673K | 2K | – |
ISHARES CORE S&P 500 | ETF | 72K | 129 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 53K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 7K | 67 | – |
DIMENSIONAL U S EQUITY | ETF | 7K | 111 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 9K | 259 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 8K | 270 | – |
DIMENSIONAL U S EQUITY | ETF | 58K | 963 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 116K | 4K | – |
VANGUARD ULTRA SHORT | BOND ETF | 33K | 659 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 4K | 44 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 3K | 110 | – |
VANGUARD SHORT TERM COR | BD ETF | 1K | 19 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 53K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 34K | 673 | – |
VANGUARD ULTRA SHORT | BOND ETF | 34K | 687 | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 154 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 21 | 0 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 135 | – |
VANGUARD GROWTH ETF | ETF | 6K | 16 | – |
DIMENSIONAL WORLD EQUITY | ETF | 11K | 171 | – |
VANGUARD SHORT TERM COR | BD ETF | 7K | 86 | – |
VANGUARD SHORT TERM | TREASURY ETF | 41K | 703 | – |
COSTCO WHOLESALE CO | Common Stock | 43K | 52 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 41K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 25K | 492 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 37K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 48K | 839 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 42K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 40K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 603 | 9 | – |
ISHARES SEMICONDUCTOR | ETF | 28K | 118 | – |
VANGUARD ENERGY ETF | ETF | 23K | 173 | – |
VANGUARD SHORT TERM | TREASURY ETF | 7 | 0 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 39K | 68 | – |
VANGUARD GROWTH ETF | ETF | 70K | 192 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 32K | 629 | – |
ISHARES GOLD ETF | ETF | 19K | 400 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 6K | 165 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 9K | 362 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 11K | 136 | – |
VANGUARD S&P 500 ETF | ETF | 10K | 20 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 19K | 341 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 16K | 491 | – |
VANGUARD GROWTH ETF | ETF | 24K | 66 | – |
DIMENSIONAL U S EQUITY | ETF | 16K | 270 | – |
VANGUARD SHORT TERM | TREASURY ETF | 21K | 357 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 11K | 56 | – |
VANGUARD ULTRA SHORT | BOND ETF | 7K | 137 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 13K | 395 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 20K | 187 | – |
VANGUARD GROWTH ETF | ETF | 15K | 42 | – |
DIMENSIONAL WORLD EQUITY | ETF | 60K | 975 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 39K | 207 | – |
VANGUARD S&P 500 ETF | ETF | 20K | 40 | – |
VANGUARD GROWTH ETF | ETF | 67K | 183 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 16K | 483 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 11K | 215 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 170K | 5K | – |
DIMENSIONAL US REAL | ESTATE ETF | 43K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 107K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 98K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 43K | 1K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 50K | 1K | – |
VANGUARD SHORT TERM | TREASURY ETF | 91K | 2K | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 25K | 497 | – |
VANGUARD VALUE ETF | ETF | 68K | 405 | – |
VANGUARD GROWTH ETF | ETF | 85K | 231 | – |
ISHARES GOLD ETF | ETF | 9K | 200 | – |
VANGUARD SHORT TERM | TREASURY ETF | 8K | 142 | – |
VANGUARD GROWTH ETF | ETF | 17K | 47 | – |
ISHARES MSCI GLO GOLD | MINERS ETF | 13K | 420 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 20K | 240 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 143 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 50K | 883 | – |
DIMENSIONAL WORLD EQUITY | ETF | 102K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 254K | 4K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 30K | 729 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 51K | 477 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 40K | 426 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 30K | 507 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 52K | 91 | – |
VANGUARD GROWTH ETF | ETF | 51K | 139 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 240K | 7K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 185K | 3K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 317K | 12K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 91K | 2K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 101K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 388K | 9K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 84K | 1K | – |
WALT DISNEY CO | Common Stock | 28K | 302 | – |
MICROCHIP TECHNOLOGY | Common Stock | 119K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 49K | 462 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 218K | 384 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 101K | 2K | – |
VANGUARD GROWTH ETF | ETF | 416K | 1K | – |
WELLTOWER INC | REIT | 23K | 205 | – |
DIMENSIONAL U S EQUITY | ETF | 35K | 582 | – |
VANGUARD GROWTH ETF | ETF | 44K | 120 | – |
DIMENSIONAL WORLD EQUITY | ETF | 247 | 4 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 257K | 8K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 57K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 62K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 56K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 65K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 245K | 4K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 71K | 669 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 62K | 653 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 202K | 355 | – |
VANGUARD VALUE ETF | ETF | 84K | 500 | – |
VANGUARD GROWTH ETF | ETF | 174K | 473 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 59K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 38K | 629 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 59K | 1K | – |
ISHARES CORE S&P 500 | ETF | 120K | 216 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 43K | 459 | – |
VANGUARD SMALL CAP | GROWTH ETF | 34K | 130 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 12K | 204 | – |
VANGUARD VALUE ETF | ETF | 71K | 420 | – |
VANGUARD GROWTH ETF | ETF | 48K | 132 | – |
VANGUARD ULTRA SHORT | BOND ETF | 36K | 715 | – |
DIMENSIONAL WORLD EQUITY | ETF | 41K | 660 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 5K | 93 | – |
VANGUARD GROWTH ETF | ETF | 15K | 40 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 11K | 187 | – |
VANGUARD GROWTH ETF | ETF | 17K | 45 | – |
VANGUARD ULTRA SHORT | BOND ETF | 10K | 206 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 12K | 145 | – |
VANGUARD GROWTH ETF | ETF | 3K | 8 | – |
DIMENSIONAL WORLD EQUITY | ETF | 17K | 270 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 5K | 93 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 9K | 231 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 32K | 997 | – |
ISHARES IBOXX HIGH YIELD | BOND ETF | 31K | 388 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 36K | 437 | – |
VANGUARD SHORT TERM COR | BD ETF | 16K | 211 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 34K | 1K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 21K | 698 | – |
DIMENSIONAL U S EQUITY | ETF | 42K | 705 | – |
VANGUARD SHORT TERM | TREASURY ETF | 16K | 268 | – |
VANGUARD S&P 500 ETF | ETF | 30K | 59 | – |
VANGUARD ULTRA SHORT | BOND ETF | 32K | 645 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 56K | 677 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 37K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 137 | – |
VANGUARD S&P 500 ETF | ETF | 61K | 120 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 352K | 11K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 117K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 44K | 824 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 88K | 3K | – |
ISHARES GOLD ETF | ETF | 93K | 2K | – |
VANGUARD GROWTH ETF | ETF | 253K | 689 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 25K | 652 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 22K | 681 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 23K | 280 | – |
VANGUARD SHORT TERM COR | BD ETF | 50K | 637 | – |
VANGUARD ENERGY ETF | ETF | 15K | 113 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 16K | 87 | – |
VANGUARD UTILITIES ETF | ETF | 12K | 78 | – |
VANGUARD HIGH DIVIDEND | YIELD ETF | 17K | 134 | – |
DIMENSIONAL U S EQUITY | ETF | 55K | 911 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 35K | 420 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 140 | – |
VANGUARD ULTRA SHORT | BOND ETF | 2K | 32 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 16K | 277 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 22K | 578 | – |
VANGUARD SHORT TERM COR | BD ETF | 35K | 450 | – |
VANGUARD VALUE ETF | ETF | 44K | 264 | – |
DIMENSIONAL U S SMALL | CAP ETF | 14K | 208 | – |
DIMENSIONAL U S EQUITY | ETF | 12K | 202 | – |
VANGUARD SHORT TERM COR | BD ETF | 32K | 406 | – |
INVESCO UNIT TRUSTS | UNIT 62 MONTHLY CASH | 4K | 4 | – |
AMAZON.COM INC | Common Stock | 19K | 100 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 28K | 883 | – |
DIMENSIONAL U S EQUITY | ETF | 62K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 34K | 815 | – |
VANGUARD SMALL CAP ETF | ETF | 44K | 188 | – |
VANGUARD GROWTH ETF | ETF | 26K | 71 | – |
DIMENSIONAL U S EQUITY | ETF | 31K | 520 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 23K | 273 | – |
VANGUARD SHORT TERM COR | BD ETF | 24K | 304 | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 448 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 96K | 3K | – |
PEPSICO INC | Common Stock | 31K | 178 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 60K | 2K | – |
SPDR GOLD SHARES ETF | ETF | 36K | 160 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 55K | 664 | – |
VANGUARD SHORT TERM | TREASURY ETF | 47K | 811 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 84K | 147 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 60K | 314 | – |
VANGUARD GROWTH ETF | ETF | 83K | 226 | – |
VANGUARD ULTRA SHORT | BOND ETF | 52K | 1K | – |
SPDR S&P METALS & MINING | ETF | 33K | 512 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 5K | 55 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 40K | 700 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 31K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 45K | 749 | – |
ISHARES CORE S&P 500 | ETF | 37K | 67 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 13K | 122 | – |
VANGUARD GROWTH ETF | ETF | 18K | 50 | – |
VANGUARD SHORT TERM | TREASURY ETF | 6K | 95 | – |
VANGUARD SHORT TERM | TREASURY ETF | 33K | 563 | – |
VANGUARD ULTRA SHORT | BOND ETF | 9K | 179 | – |
DIMENSIONAL WORLD EQUITY | ETF | 5K | 86 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 1K | 29 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 13K | 384 | – |
DIMENSIONAL U S EQUITY | ETF | 901 | 15 | – |
DIMENSIONAL U S EQUITY | ETF | 8K | 129 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 6K | 78 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 10K | 375 | – |
DIMENSIONAL U S EQUITY | ETF | 9K | 145 | – |
VANGUARD SHORT TERM COR | BD ETF | 17K | 221 | – |
VANGUARD SHORT TERM | TREASURY ETF | 23K | 395 | – |
VANGUARD VALUE ETF | ETF | 42K | 250 | – |
DIMENSIONAL WORLD EQUITY | ETF | 77K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 190K | 3K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 31K | 294 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 21K | 219 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 43K | 76 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 34K | 180 | – |
VANGUARD GROWTH ETF | ETF | 189K | 516 | – |
VANGUARD GROWTH ETF | ETF | 61K | 166 | – |
DIMENSIONAL WORLD EQUITY | ETF | 61K | 998 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 52K | 1K | – |
VANGUARD ULTRA SHORT | BOND ETF | 51K | 1K | – |
VANGUARD SHORT TERM | TREASURY ETF | 3K | 50 | – |
VANGUARD GROWTH ETF | ETF | 38K | 105 | – |
AMAZON.COM INC | Common Stock | 460K | 2K | – |
CHIPOTLE MEXICAN GRL | Common Stock | 79K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 45K | 1K | – |
HOME DEPOT INC | Common Stock | 47K | 128 | – |
CLOUDFLARE INC | CLASS A | 2K | 30 | – |
APPLE INC | Common Stock | 469K | 2K | – |
CROWDSTRIKE HLDGS INC | CLASS A | 6K | 25 | – |
ALPHABET INC. | CLASS C | 87K | 501 | – |
ALPHABET INC. | CLASS A | 86K | 501 | – |
THE GOLDMAN SACHS GROUP | Common Stock | 116K | 229 | – |
MICROSOFT CORP | Common Stock | 349K | 835 | – |
PALO ALTO NETWORKS | Common Stock | 10K | 31 | – |
RTX CORP | Common Stock | 16K | 138 | – |
CHARLES SCHWAB CORP | Common Stock | 2K | 33 | – |
SUPER MICRO COMPUTER | Common Stock | 14K | 20 | – |
APPLE INC | Common Stock | 178K | 800 | – |
AMAZON.COM INC | Common Stock | 408K | 2K | – |
ARM HLDGS PLC F | UNSPONSORED ADR | 8K | 54 | – |
META PLATFORMS INC | CLASS A | 66K | 138 | – |
NVIDIA CORP | Common Stock | 11K | 90 | – |
ARM HLDGS PLC F | UNSPONSORED ADR | 2K | 15 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 31K | 539 | – |
ALPHABET INC. | CLASS C | 364K | 2K | – |
ALPHABET INC. | CLASS A | 343K | 2K | – |
META PLATFORMS INC | CLASS A | 114K | 240 | – |
THE TRADE DESK INC | CLASS A | 72K | 800 | – |
VISA INC | CLASS A | 248K | 934 | – |
APPLE INC | Common Stock | 5K | 23 | – |
AMAZON.COM INC | Common Stock | 748 | 4 | – |
DIMENSIONAL U S EQUITY | ETF | 2K | 34 | – |
PLUG POWER INC | Common Stock | 114 | 46 | – |
PATTERSON UTI ENERGY | Common Stock | 330 | 30 | – |
VANGUARD SHORT TERM | TREASURY ETF | 2K | 35 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 44 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 41K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 25K | 325 | – |
VANGUARD SHORT TERM | TREASURY ETF | 160K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 18K | 564 | – |
VANGUARD SHORT TERM | TREASURY ETF | 7K | 115 | – |
VANGUARD GROWTH ETF | ETF | 19K | 51 | – |
VANGUARD ULTRA SHORT | BOND ETF | 1K | 27 | – |
DIMENSIONAL U S EQUITY | ETF | 4K | 60 | – |
VANGUARD SHORT TERM | TREASURY ETF | 3K | 55 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 196K | 5K | – |
DIMENSIONAL U S EQUITY | ETF | 37K | 623 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 28K | 333 | – |
VANGUARD SHORT TERM COR | BD ETF | 20K | 253 | – |
DIMENSIONAL U S EQUITY | ETF | 49K | 819 | – |
VANGUARD GROWTH ETF | ETF | 47K | 128 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 69K | 3K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 47K | 1K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 64K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 19K | 368 | – |
ISHARES GOLD ETF | ETF | 69K | 2K | – |
GLOBAL X URANIUM ETF | ETF | 37K | 1K | – |
VANGUARD VALUE ETF | ETF | 108K | 640 | – |
VANGUARD GROWTH ETF | ETF | 262K | 713 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 17K | 203 | – |
STRYKER CORP | Common Stock | 7K | 21 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 20K | 623 | – |
ISHARES SEMICONDUCTOR | ETF | 13K | 57 | – |
VANGUARD S&P 500 ETF | ETF | 31K | 61 | – |
VANGUARD GROWTH ETF | ETF | 22K | 60 | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 21K | 324 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 16K | 293 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 19K | 315 | – |
VANGUARD GROWTH ETF | ETF | 49K | 133 | – |
VANGUARD GROWTH ETF | ETF | 17K | 47 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 70K | 2K | – |
VANGUARD ULTRA SHORT | BOND ETF | 8K | 166 | – |
VANGUARD SHORT TERM | TREASURY ETF | 14K | 236 | – |
VANGUARD GROWTH ETF | ETF | 17K | 47 | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 72 | – |
CHEVRON CORP | Common Stock | 26K | 160 | – |
DIMENSIONAL U S EQUITY | ETF | 60K | 1K | – |
EQT CORP | Common Stock | 50K | 1K | – |
ALPHABET INC. | CLASS A | 17K | 100 | – |
ISHARES S&P SMLL CAP 600 | GRTH ETF | 5 | 0 | – |
J P MORGAN CHASE & CO | Common Stock | 66K | 312 | – |
MICROSOFT CORP | Common Stock | 21K | 51 | – |
PALANTIR TECHNOLOGIES IN | CLASS A | 3K | 125 | – |
PHILLIPS 66 | Common Stock | 31K | 213 | – |
VANGUARD GROWTH ETF | ETF | 104K | 284 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 17K | 517 | – |
ISHARES MSCI GLO GOLD | MINERS ETF | 13K | 430 | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 62 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 7K | 205 | – |
DIMENSIONAL U S EQUITY | ETF | 7K | 121 | – |
DIMENSIONAL U S EQUITY | ETF | 130K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 66K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 40K | 382 | – |
VANGUARD SHORT TERM | TREASURY ETF | 21K | 359 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 28K | 50 | – |
VANGUARD GROWTH ETF | ETF | 36K | 98 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 20K | 613 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 27K | 819 | – |
VANGUARD GROWTH ETF | ETF | 11K | 29 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 53K | 1K | – |
VANGUARD GROWTH ETF | ETF | 68K | 184 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 30K | 519 | – |
DIMENSIONAL U S EQUITY | ETF | 143K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 22K | 525 | – |
VANGUARD SHORT TERM | TREASURY ETF | 11K | 180 | – |
VANGUARD GROWTH ETF | ETF | 110K | 299 | – |
CSX CORP | Common Stock | 147K | 4K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 66K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 56K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 58K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 98K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 126K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 83K | 3K | – |
VANGUARD SHORT TERM COR | BD ETF | 27K | 341 | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 449 | – |
VANGUARD GROWTH ETF | ETF | 149K | 406 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 65K | 2K | – |
ISHARES GOLD ETF | ETF | 23K | 500 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 35K | 429 | – |
VANGUARD GROWTH ETF | ETF | 66K | 180 | – |
VANGUARD ULTRA SHORT | BOND ETF | 11K | 211 | – |
VANGUARD SHORT TERM COR | BD ETF | 20K | 251 | – |
VANGUARD TOTAL STOCK | MARKET ETF | 28K | 101 | – |
VANGUARD GROWTH ETF | ETF | 25K | 67 | – |
DIMENSIONAL WORLD EQUITY | ETF | 309 | 5 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 18K | 347 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 23K | 218 | – |
VANGUARD SHORT TERM | TREASURY ETF | 28K | 479 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 24K | 417 | – |
DIMENSIONAL WORLD EQUITY | ETF | 24K | 385 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 36K | 1K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 12K | 415 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 9K | 174 | – |
DIMENSIONAL WORLD EQUITY | ETF | 5K | 74 | – |
DIMENSIONAL U S SMALL | CAP ETF | 19K | 293 | – |
MICROSOFT CORP | Common Stock | 30K | 71 | – |
A T & T INC | Common Stock | 19K | 985 | – |
VANGUARD SHORT TERM COR | BD ETF | 19K | 237 | – |
ABBOTT LABORATORIES | Common Stock | 39K | 367 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 281K | 8K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 62K | 1K | – |
MICROSOFT CORP | Common Stock | 132K | 314 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 49K | 259 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 46K | 399 | – |
VANGUARD GROWTH ETF | ETF | 105K | 286 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 32K | 950 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 219 | – |
VANGUARD SHORT TERM COR | BD ETF | 12K | 155 | – |
DIMENSIONAL U S SMALL | CAP ETF | 10K | 151 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 6K | 145 | – |
VANGUARD SHORT TERM COR | BD ETF | 34K | 437 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 32K | 638 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 30K | 287 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 12K | 197 | – |
VANGUARD GROWTH ETF | ETF | 39K | 107 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 84K | 3K | – |
VANGUARD GROWTH ETF | ETF | 33K | 91 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 45K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 42K | 506 | – |
VANGUARD SHORT TERM COR | BD ETF | 26K | 331 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 21K | 253 | – |
VANGUARD SHORT TERM COR | BD ETF | 22K | 277 | – |
VANGUARD SHORT TERM | TREASURY ETF | 9K | 159 | – |
VANGUARD VALUE ETF | ETF | 18K | 107 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 110K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 56K | 977 | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 53K | 838 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 27K | 256 | – |
VANGUARD GROWTH ETF | ETF | 56K | 153 | – |
VANGUARD ULTRA SHORT | BOND ETF | 25K | 512 | – |
VANGUARD SHORT TERM COR | BD ETF | 24K | 304 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 19K | 100 | – |
VANGUARD GROWTH ETF | ETF | 35K | 96 | – |
DIMENSIONAL U S EQUITY | ETF | 59K | 985 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 753 | 11 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 16K | 147 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 26K | 429 | – |
VANGUARD GROWTH ETF | ETF | 44K | 120 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 8K | 174 | – |
VANGUARD SHORT TERM COR | BD ETF | 124 | 2 | – |
VANGUARD SHORT TERM | TREASURY ETF | 18K | 308 | – |
VANGUARD GROWTH ETF | ETF | 107K | 291 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 10K | 215 | – |
DIMENSIONAL U S EQUITY | ETF | 39K | 648 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 16K | 311 | – |
VANGUARD ULTRA SHORT | BOND ETF | 29K | 577 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 57K | 540 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 46K | 81 | – |
VANGUARD GROWTH ETF | ETF | 66K | 180 | – |
VANGUARD ULTRA SHORT | BOND ETF | 130 | 3 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 32K | 558 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 14K | 385 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 30K | 366 | – |
VANGUARD SHORT TERM COR | BD ETF | 48K | 617 | – |
VANGUARD SHORT TERM | TREASURY ETF | 47K | 809 | – |
VANGUARD S&P 500 ETF | ETF | 59K | 116 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 62K | 541 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 298K | 9K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 108K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 27K | 1K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 29K | 918 | – |
DIMENSIONAL U S EQUITY | ETF | 57K | 950 | – |
RIVIAN AUTOMOTIVE INC | CLASS A | 24K | 1K | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 59K | 995 | – |
VANGUARD GROWTH ETF | ETF | 162K | 441 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 32K | 555 | – |
DIMENSIONAL U S EQUITY | ETF | 70K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 90K | 2K | – |
ISHARES CORE S&P 500 | ETF | 73K | 132 | – |
VANGUARD SHORT TERM COR | BD ETF | 58K | 744 | – |
VANGUARD SHORT TERM | TREASURY ETF | 16K | 269 | – |
VANGUARD SHORT INFLATION | PROT ETF IV | 26K | 544 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 28K | 492 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 48K | 2K | – |
WALT DISNEY CO | Common Stock | 29K | 306 | – |
MCDONALDS CORP | Common Stock | 20K | 75 | – |
VANGUARD VALUE ETF | ETF | 57K | 337 | – |
VANGUARD GROWTH ETF | ETF | 48K | 130 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 18K | 547 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 13K | 309 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 50K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 23K | 216 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 12K | 371 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 59K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 42K | 504 | – |
VANGUARD SHORT TERM COR | BD ETF | 15K | 193 | – |
VANGUARD SHORT TERM | TREASURY ETF | 52K | 895 | – |
VANGUARD S&P 500 ETF | ETF | 56K | 112 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 65K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 88K | 1K | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 26K | 45 | – |
VANGUARD GROWTH ETF | ETF | 24K | 66 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 39K | 1K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 88K | 2K | – |
NVIDIA CORP | Common Stock | 12K | 105 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 34K | 415 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 8K | 43 | – |
VANGUARD ULTRA SHORT | BOND ETF | 8K | 166 | – |
QUANTUM FUEL SYS INC XXX | BANKRUPTCY | 0 | 1 | – |
AMAZON.COM INC | Common Stock | 37K | 200 | – |
BAYER AG F | SPONSORED ADR | 746 | 100 | – |
BIOGEN INC | Common Stock | 2K | 10 | – |
CELLDEX THERAPEUTICS | Common Stock | 191 | 5 | – |
GERON CORP | Common Stock | 7K | 2K | – |
LINEAGE CELL THERAPEUTIC | Common Stock | 45 | 44 | – |
LEIDOS HOLDINGS INC | Common Stock | 9K | 65 | – |
LOCKHEED MARTIN CORP | Common Stock | 50K | 92 | – |
MICROSOFT CORP | Common Stock | 42K | 100 | – |
OATLY GROUP AB F | UNSPONSORED ADR | 987 | 1K | – |
PANACOS PHARMACEUTIC | Common Stock | 0 | 100 | – |
PLUG POWER INC | Common Stock | 2K | 1K | – |
PROSHARES ULTRAPRO SHT | DW 30 ETF | 4K | 250 | – |
ISHARES SILVER TRUST | ETF | 132K | 5K | – |
UNITED AIRLINES HLDGS | ETF | 91 | 2 | – |
DIMENSIONAL U S SMALL | CAP ETF | 17K | 259 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 26K | 805 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 28K | 335 | – |
DIMENSIONAL WORLD EQUITY | ETF | 66K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 26K | 805 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 2K | 62 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 28K | 544 | – |
DIMENSIONAL US REAL | ESTATE ETF | 34K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 58K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 48K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 33K | 891 | – |
ISHARES CORE S&P 500 | ETF | 97K | 176 | – |
VANGUARD SHORT TERM | TREASURY ETF | 109K | 2K | – |
VANGUARD GROWTH ETF | ETF | 99K | 268 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 50K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 53K | 936 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 52K | 1K | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 42K | 220 | – |
VANGUARD GROWTH ETF | ETF | 48K | 130 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 27 | – |
DIMENSIONAL U S EQUITY | ETF | 11K | 177 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 16K | 188 | – |
VANGUARD SHORT TERM COR | BD ETF | 22K | 279 | – |
VANGUARD ULTRA SHORT | BOND ETF | 45K | 913 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 14K | 251 | – |
DIMENSIONAL WORLD EQUITY | ETF | 66K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 89K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 12K | 246 | – |
VANGUARD GROWTH ETF | ETF | 21K | 58 | – |
VANGUARD ULTRA SHORT | BOND ETF | 20K | 398 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 119 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 21K | 396 | – |
VANGUARD SMALL CAP ETF | ETF | 96K | 412 | – |
VANGUARD SHORT TERM | TREASURY ETF | 19K | 328 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 47K | 816 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 35K | 1K | – |
VANGUARD SHORT TERM | TREASURY ETF | 19K | 333 | – |
VANGUARD GROWTH ETF | ETF | 56K | 152 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 6K | 186 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 77K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 58K | 2K | – |
VANGUARD VALUE ETF | ETF | 57K | 336 | – |
VANGUARD GROWTH ETF | ETF | 59K | 162 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 84K | 3K | – |
DIMENSIONAL US REAL | ESTATE ETF | 21K | 881 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 38K | 673 | – |
DIMENSIONAL WORLD EQUITY | ETF | 39K | 629 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 40K | 956 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 10K | 186 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 7K | 129 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 36K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 35K | 697 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 12K | 112 | – |
VANGUARD SHORT TERM | TREASURY ETF | 41K | 706 | – |
VANGUARD ULTRA SHORT | BOND ETF | 10K | 209 | – |
ISHARES CORE S&P 500 | ETF | 11K | 19 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 6K | 70 | – |
VANGUARD SMALL CAP ETF | ETF | 3K | 14 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 123K | 4K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 126K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 301K | 5K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 47K | 984 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 95K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 351K | 6K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 88K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 52K | 1K | – |
ISHARES SHORT TERM NTNL | MUN BND ETF | 65K | 615 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 104K | 1K | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 52K | 1K | – |
VANGUARD VALUE ETF | ETF | 34K | 203 | – |
VANGUARD GROWTH ETF | ETF | 112K | 304 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 109K | 3K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 15K | 480 | – |
VANGUARD GROWTH ETF | ETF | 39K | 107 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 52K | 2K | – |
VANGUARD GROWTH ETF | ETF | 76K | 207 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 58K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 93K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 40K | 1K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 54K | 2K | – |
VANGUARD S&P 500 ETF | ETF | 46K | 92 | – |
VANGUARD GROWTH ETF | ETF | 89K | 243 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 234 | 7 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 2K | 10 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 16K | 507 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 10K | 50 | – |
VANGUARD GROWTH ETF | ETF | 10K | 27 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 64K | 2K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 596 | 9 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 11K | 189 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 19K | 34 | – |
VANGUARD GROWTH ETF | ETF | 30K | 82 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 16K | 281 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 17K | 298 | – |
VANGUARD VALUE ETF | ETF | 21K | 124 | – |
DIMENSIONAL U S EQUITY | ETF | 2K | 38 | – |
DIMENSIONAL U S EQUITY | ETF | 721 | 12 | – |
SEARS HLDGS CORP XXX | BANKRUPTCY | 0 | 31 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 261K | 5K | – |
DIMENSIONAL WORLD EQUITY | ETF | 93K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 133K | 5K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 185K | 5K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 80K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 212K | 4K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 329K | 8K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 379K | 12K | – |
IBM CORP | Common Stock | 385K | 2K | – |
SEARS CANADA RECEIVABL F | Common Stock | 0 | 13 | – |
VANGUARD GROWTH ETF | ETF | 298K | 811 | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 179 | – |
DIMENSIONAL US REAL | ESTATE ETF | 25K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 76K | 3K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 78K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 125K | 3K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 40K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 240K | 4K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 59K | 1K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 58K | 914 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 58K | 2K | – |
VANGUARD GROWTH ETF | ETF | 126K | 343 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 271 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 8K | 240 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 4K | 64 | – |
DIMENSIONAL WORLD EQUITY | ETF | 60K | 977 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 37K | 700 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 41K | 803 | – |
VANGUARD GROWTH ETF | ETF | 31K | 83 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 10K | 124 | – |
DIMENSIONAL U S EQUITY | ETF | 1K | 18 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 241K | 7K | – |
DIMENSIONAL U S SMALL | CAP ETF | 42K | 636 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 62K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 136K | 5K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 90K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 260K | 4K | – |
VANGUARD SHORT TERM | TREASURY ETF | 19K | 323 | – |
VANGUARD GROWTH ETF | ETF | 181K | 492 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 2K | 34 | – |
DIMENSIONAL U S EQUITY | ETF | 2K | 33 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 112 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 64K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 124K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 79K | 749 | – |
VANGUARD GROWTH ETF | ETF | 140K | 381 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 24K | 773 | – |
VANGUARD GROWTH ETF | ETF | 27K | 73 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 2K | 63 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 2K | 23 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 1K | 41 | – |
ISHARES GOLD ETF | ETF | 46K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 13K | 126 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 35K | 374 | – |
VANGUARD GROWTH ETF | ETF | 54K | 147 | – |
DIMENSIONAL WORLD EQUITY | ETF | 30K | 493 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 31K | 977 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 31K | 616 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 13K | 136 | – |
VANGUARD GROWTH ETF | ETF | 31K | 84 | – |
VANGUARD ULTRA SHORT | BOND ETF | 26K | 525 | – |
DIMENSIONAL WORLD EQUITY | ETF | 25K | 410 | – |
VANGUARD GROWTH ETF | ETF | 27K | 72 | – |
VANGUARD ULTRA SHORT | BOND ETF | 7K | 139 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 17K | 508 | – |
ISHARES GOLD ETF | ETF | 13K | 270 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 38K | 461 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 30K | 912 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 43K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 19K | 226 | – |
VANGUARD GROWTH ETF | ETF | 41K | 112 | – |
VANGUARD SMALL CAP ETF | ETF | 23K | 100 | – |
VANGUARD VALUE ETF | ETF | 27K | 159 | – |
VANGUARD GROWTH ETF | ETF | 28K | 77 | – |
CHEVRON CORP | Common Stock | 3K | 20 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 10K | 268 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 24K | 126 | – |
VANGUARD GROWTH ETF | ETF | 32K | 87 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 9K | 111 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 34K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 17K | 344 | – |
VANGUARD SHORT TERM | TREASURY ETF | 27K | 465 | – |
VANGUARD S&P 500 ETF | ETF | 16K | 32 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 81K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 54K | 1K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 22K | 732 | – |
VANGUARD GROWTH ETF | ETF | 81K | 220 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 41K | 1K | – |
ISHARES GOLD ETF | ETF | 22K | 475 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 264 | – |
VANGUARD ULTRA SHORT | BOND ETF | 36K | 728 | – |
VANGUARD SHORT TERM COR | BD ETF | 12K | 154 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 72K | 2K | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 38K | 66 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 25K | 131 | – |
VANGUARD GROWTH ETF | ETF | 29K | 79 | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 60 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 3K | 60 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 51K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 57K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 156K | 3K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 87K | 2K | – |
LINDE PLC F | Common Stock | 91K | 200 | – |
UNION PACIFIC CORP | Common Stock | 26K | 104 | – |
VANGUARD SHORT TERM COR | BD ETF | 28K | 355 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 42K | 705 | – |
VANGUARD GROWTH ETF | ETF | 151K | 410 | – |
EXXON MOBIL CORP | Common Stock | 53K | 449 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 118K | 3K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 45K | 549 | – |
VANGUARD SHORT TERM COR | BD ETF | 18K | 233 | – |
VANGUARD SHORT TERM | TREASURY ETF | 11K | 183 | – |
VANGUARD GROWTH ETF | ETF | 76K | 207 | – |
DIMENSIONAL WORLD EQUITY | ETF | 31K | 505 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 39K | 474 | – |
VANGUARD SHORT TERM COR | BD ETF | 46K | 593 | – |
DIMENSIONAL WORLD EQUITY | ETF | 18K | 296 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 25K | 775 | – |
JOHNSON & JOHNSON | Common Stock | 33K | 210 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 69K | 2K | – |
VANGUARD TOTAL WORLD | STOCK ETF | 44K | 387 | – |
VANGUARD GROWTH ETF | ETF | 78K | 213 | – |
VANGUARD ULTRA SHORT | BOND ETF | 36K | 726 | – |
CHEVRON CORP | Common Stock | 20K | 122 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 16K | 489 | – |
DIMENSIONAL US REAL | ESTATE ETF | 5K | 210 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 8K | 220 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 21K | 663 | – |
VANGUARD GROWTH ETF | ETF | 41K | 111 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 32K | 963 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 9K | 226 | – |
VANGUARD GROWTH ETF | ETF | 15K | 40 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 147 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 85K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 59K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 41K | 670 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 25K | 238 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 49K | 87 | – |
VANGUARD S&P 500 ETF | ETF | 105K | 208 | – |
VANGUARD GROWTH ETF | ETF | 87K | 238 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 47K | 821 | – |
VANGUARD ULTRA SHORT | BOND ETF | 24K | 477 | – |
ISHARES GOLD ETF | ETF | 7K | 149 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 35K | 1K | – |
VANGUARD GROWTH ETF | ETF | 37K | 101 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 41K | 960 | – |
DIMENSIONAL U S EQUITY | ETF | 38K | 634 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 43K | 848 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 22K | 210 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 27K | 808 | – |
DIMENSIONAL WORLD EQUITY | ETF | 12K | 197 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 13K | 70 | – |
VANGUARD S&P 500 ETF | ETF | 13K | 26 | – |
VANGUARD ULTRA SHORT | BOND ETF | 5K | 104 | – |
VANGUARD SHORT TERM | TREASURY ETF | 20K | 338 | – |
VANGUARD GROWTH ETF | ETF | 14K | 39 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 669 | 20 | – |
VANGUARD GROWTH ETF | ETF | 368 | 1 | – |
DIMENSIONAL WORLD EQUITY | ETF | 22K | 355 | – |
VANGUARD ULTRA SHORT | BOND ETF | 7K | 139 | – |
EXXON MOBIL CORP | Common Stock | 27K | 227 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 4K | 51 | – |
VANGUARD GROWTH ETF | ETF | 4K | 10 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 27K | 807 | – |
VANGUARD GROWTH ETF | ETF | 27K | 72 | – |
VANGUARD SHORT TERM COR | BD ETF | 15K | 196 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 56K | 294 | – |
VANGUARD GROWTH ETF | ETF | 70K | 191 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 53K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 25K | 953 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 47K | 443 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 43K | 224 | – |
VANGUARD GROWTH ETF | ETF | 78K | 211 | – |
VANGUARD ULTRA SHORT | BOND ETF | 22K | 449 | – |
C S L LIMITED ORDF | Common Stock | 47K | 234 | – |
DIMENSIONAL WORLD EQUITY | ETF | 50K | 821 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 44K | 1K | – |
VANGUARD GROWTH ETF | ETF | 46K | 127 | – |
VANGUARD ULTRA SHORT | BOND ETF | 12K | 249 | – |
VANGUARD S&P 500 ETF | ETF | 5K | 9 | – |
DIMENSIONAL U S EQUITY | ETF | 152K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 79K | 2K | – |
ISHARES GOLD ETF | ETF | 23K | 500 | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 179 | – |
VANGUARD GROWTH ETF | ETF | 44K | 119 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 4K | 111 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 9K | 108 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 20K | 207 | – |
VANGUARD GROWTH ETF | ETF | 37K | 100 | – |
VANGUARD ULTRA SHORT | BOND ETF | 6K | 112 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 51K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 220 | – |
VANGUARD SHORT TERM COR | BD ETF | 12K | 154 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 40K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 53K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 28K | 345 | – |
VANGUARD SHORT TERM COR | BD ETF | 37K | 478 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 42K | 730 | – |
DIMENSIONAL U S EQUITY | ETF | 192K | 3K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 45K | 420 | – |
VANGUARD SHORT TERM | TREASURY ETF | 21K | 359 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 48K | 84 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 4K | 51 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 3K | 42 | – |
APPLE INC | Common Stock | 47K | 210 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 43K | 1K | – |
NVIDIA CORP | Common Stock | 141K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 18K | 544 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 54K | 2K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 41K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 9K | 149 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 40 | – |
VANGUARD GROWTH ETF | ETF | 10K | 28 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 24K | 732 | – |
VANGUARD SHORT TERM COR | BD ETF | 33K | 424 | – |
VANGUARD GROWTH ETF | ETF | 12K | 33 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 9K | 16 | – |
VANGUARD GROWTH ETF | ETF | 11K | 30 | – |
DIMENSIONAL WORLD EQUITY | ETF | 12K | 193 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 11K | 196 | – |
SPDR GOLD SHARES ETF | ETF | 9K | 38 | – |
VANGUARD VALUE ETF | ETF | 12K | 69 | – |
VANGUARD GROWTH ETF | ETF | 17K | 47 | – |
VANGUARD ULTRA SHORT | BOND ETF | 6K | 130 | – |
ISHARES SEMICONDUCTOR | ETF | 942 | 4 | – |
VANGUARD CONSUMER | DISCRETIONARY ETF | 322 | 1 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 1K | 2 | – |
VANGUARD GROWTH ETF | ETF | 1K | 3 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 13K | 232 | – |
DIMENSIONAL U S EQUITY | ETF | 12K | 209 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 140 | 2 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 7K | 12 | – |
VANGUARD GROWTH ETF | ETF | 10K | 26 | – |
DIMENSIONAL U S SMALL | CAP ETF | 28K | 424 | – |
DIMENSIONAL U S EQUITY | ETF | 27K | 448 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 30K | 591 | – |
EXXON MOBIL CORP | Common Stock | 13K | 109 | – |
DIMENSIONAL WORLD EQUITY | ETF | 36K | 584 | – |
VANGUARD GROWTH ETF | ETF | 43K | 117 | – |
VANGUARD S&P 500 ETF | ETF | 16K | 32 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 20K | 192 | – |
VANGUARD GROWTH ETF | ETF | 39K | 107 | – |
VANGUARD ULTRA SHORT | BOND ETF | 14K | 284 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 11K | 133 | – |
VANGUARD SHORT TERM COR | BD ETF | 8K | 106 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 42K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 219 | – |
DIMENSIONAL US REAL | ESTATE ETF | 6K | 267 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 11K | 106 | – |
VANGUARD GROWTH ETF | ETF | 124K | 338 | – |
VANGUARD SHORT TERM | TREASURY ETF | 4K | 68 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 43K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 36K | 861 | – |
VANGUARD GROWTH ETF | ETF | 95K | 259 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 266 | – |
VANGUARD SHORT TERM | TREASURY ETF | 27K | 457 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 107K | 3K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 83K | 3K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 41K | 806 | – |
SPDR GOLD SHARES ETF | ETF | 14K | 61 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 16K | 154 | – |
VANGUARD GROWTH ETF | ETF | 40K | 108 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 38K | 1K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 16K | 508 | – |
DIMENSIONAL U S SMALL | CAP ETF | 56K | 857 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 61K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 202K | 3K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 837 | 12 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 31K | 516 | – |
VANGUARD VALUE ETF | ETF | 38K | 225 | – |
VANGUARD GROWTH ETF | ETF | 66K | 179 | – |
DIMENSIONAL U S EQUITY | ETF | 15K | 248 | – |
VANGUARD SHORT TERM COR | BD ETF | 19K | 242 | – |
VANGUARD GROWTH ETF | ETF | 20K | 55 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 17K | 519 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 19K | 230 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 36K | 344 | – |
VANGUARD SHORT TERM COR | BD ETF | 19K | 237 | – |
VANGUARD SHORT TERM | TREASURY ETF | 90K | 2K | – |
VANGUARD TOTAL WORLD | STOCK ETF | 58K | 508 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 307 | 6 | – |
DIMENSIONAL U S SMALL | CAP ETF | 89K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 86K | 2K | – |
VANGUARD MID CAP GROWTH | ETF | 20K | 87 | – |
VANGUARD GROWTH ETF | ETF | 60K | 162 | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 179 | – |
VANGUARD S&P 500 ETF | ETF | 12K | 23 | – |
VANGUARD ULTRA SHORT | BOND ETF | 6K | 124 | – |
VANGUARD VALUE ETF | ETF | 17K | 103 | – |
VANGUARD GROWTH ETF | ETF | 48K | 130 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 362K | 11K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 51K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 117K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 51K | 1K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 183K | 5K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 401K | 12K | – |
VANGUARD GROWTH ETF | ETF | 101K | 276 | – |
DIMENSIONAL WORLD EQUITY | ETF | 493 | 8 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 13K | 396 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 7K | 207 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 24K | 745 | – |
ISHARES GOLD ETF | ETF | 16K | 350 | – |
ISHARES CORE S&P 500 | ETF | 32K | 58 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 33K | 398 | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 167 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 59K | 2K | – |
VANGUARD VALUE ETF | ETF | 36K | 214 | – |
VANGUARD SHORT TERM COR | BD ETF | 3K | 41 | – |
VANGUARD SHORT TERM | TREASURY ETF | 14K | 244 | – |
VANGUARD GROWTH ETF | ETF | 90K | 246 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 3K | 55 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 4K | 7 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 68K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 52K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 84K | 2K | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 50K | 525 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 147 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 48K | 85 | – |
VANGUARD GROWTH ETF | ETF | 49K | 133 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 4K | 64 | – |
DIMENSIONAL U S EQUITY | ETF | 16K | 264 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 8K | 193 | – |
VANGUARD SHORT TERM COR | BD ETF | 13K | 166 | – |
VANGUARD SHORT TERM | TREASURY ETF | 2K | 27 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 11K | 333 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 8K | 139 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 4K | 119 | – |
VANGUARD GROWTH ETF | ETF | 3K | 8 | – |
DIMENSIONAL U S SMALL | CAP ETF | 67K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 39K | 641 | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 20K | 416 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 5K | 58 | – |
VANGUARD SHORT TERM COR | BD ETF | 6K | 75 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 11K | 266 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 10K | 292 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 5K | 103 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 7K | 108 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 6K | 69 | – |
VANGUARD VALUE ETF | ETF | 7K | 44 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 70K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 122K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 59K | 710 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 5K | 49 | – |
VANGUARD SHORT TERM | TREASURY ETF | 8K | 133 | – |
VANGUARD GROWTH ETF | ETF | 61K | 165 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 67K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 114K | 4K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 64K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 122K | 2K | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 78K | 137 | – |
VANGUARD VALUE ETF | ETF | 79K | 471 | – |
VANGUARD GROWTH ETF | ETF | 64K | 174 | – |
DIMENSIONAL U S EQUITY | ETF | 16K | 261 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 40K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 23K | 412 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 21K | 258 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 2K | 90 | – |
DIMENSIONAL WORLD EQUITY | ETF | 19K | 302 | – |
VANGUARD GROWTH ETF | ETF | 24K | 64 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 19K | 588 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 24K | 725 | – |
VANGUARD ULTRA SHORT | BOND ETF | 21K | 413 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 12K | 233 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 7K | 212 | – |
VANGUARD SMALL CAP ETF | ETF | 8K | 36 | – |
CANADIAN NATL RAILWY F | Common Stock | 2K | 17 | – |
DIMENSIONAL U S EQUITY | ETF | 10K | 169 | – |
VANGUARD GROWTH ETF | ETF | 10K | 26 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 7K | 200 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 44K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 54K | 954 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 44K | 1K | – |
ISHARES CORE S&P 500 | ETF | 100K | 180 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 36K | 339 | – |
VANGUARD GROWTH ETF | ETF | 54K | 148 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 6K | 103 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 8K | 117 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 22K | 685 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 45K | 545 | – |
VANGUARD S&P 500 ETF | ETF | 90K | 178 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 2K | 55 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 54K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 37K | 612 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 463 | 7 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 19K | 34 | – |
VANGUARD GROWTH ETF | ETF | 25K | 67 | – |
VANGUARD LARGE CAP ETF | ETF | 62K | 244 | – |
AMAZON.COM INC | Common Stock | 60K | 321 | – |
DIMENSIONAL WORLD EQUITY | ETF | 66K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 28K | 343 | – |
VANGUARD SHORT TERM | TREASURY ETF | 12K | 200 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 272 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 15K | 261 | – |
DIMENSIONAL WORLD EQUITY | ETF | 49K | 802 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 26K | 241 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 24K | 407 | – |
VANGUARD SHORT TERM | TREASURY ETF | 12K | 208 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 39K | 69 | – |
VANGUARD GROWTH ETF | ETF | 41K | 111 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 27K | 867 | – |
VANGUARD S&P 500 ETF | ETF | 66K | 130 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 13K | 162 | – |
VANGUARD ULTRA SHORT | BOND ETF | 153 | 3 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 38K | 672 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 41K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 328 | 5 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 42K | 73 | – |
VANGUARD GROWTH ETF | ETF | 67K | 183 | – |
ISHARES CORE S&P 500 | ETF | 16K | 29 | – |
DIMENSIONAL U S SMALL | CAP ETF | 16K | 238 | – |
VANGUARD ULTRA SHORT | BOND ETF | 52K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 61K | 2K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 50K | 1K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 67K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 71K | 2K | – |
ISHARES CORE S&P 500 | ETF | 66K | 119 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 32K | 299 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 50K | 994 | – |
VANGUARD GROWTH ETF | ETF | 88K | 239 | – |
DIMENSIONAL WORLD EQUITY | ETF | 10K | 161 | – |
VANGUARD GROWTH ETF | ETF | 4K | 12 | – |
DIMENSIONAL WORLD EQUITY | ETF | 984 | 16 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 20K | 606 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 8K | 137 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 12K | 356 | – |
VANGUARD SHORT TERM | TREASURY ETF | 5K | 82 | – |
VANGUARD GROWTH ETF | ETF | 44K | 121 | – |
DIMENSIONAL EMERG CORE | EQY MRKT ETF | 73 | 3 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 43 | 1 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 27K | 325 | – |
VANGUARD SHORT TERM COR | BD ETF | 34K | 430 | – |
VANGUARD S&P 500 ETF | ETF | 40K | 79 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 108K | 3K | – |
DIMENSIONAL US REAL | ESTATE ETF | 32K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 84K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 69K | 3K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 531K | 10K | – |
VANGUARD GROWTH ETF | ETF | 81K | 221 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 15K | 450 | – |
VANGUARD SHORT TERM COR | BD ETF | 17K | 222 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 135 | – |
VANGUARD GROWTH ETF | ETF | 6K | 16 | – |
DIMENSIONAL WORLD EQUITY | ETF | 21K | 346 | – |
VANGUARD GROWTH ETF | ETF | 95K | 259 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 8K | 211 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 6K | 113 | – |
VANGUARD GROWTH ETF | ETF | 11K | 30 | – |
DIMENSIONAL WORLD EQUITY | ETF | 37K | 602 | – |
MICROSOFT CORP | Common Stock | 45K | 107 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 24K | 225 | – |
VANGUARD GROWTH ETF | ETF | 22K | 61 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 38K | 669 | – |
VANGUARD GROWTH ETF | ETF | 35K | 94 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 17K | 535 | – |
VANGUARD SHORT TERM | TREASURY ETF | 5K | 89 | – |
VANGUARD S&P 500 ETF | ETF | 8K | 16 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 8K | 70 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 220 | – |
VANGUARD SHORT TERM COR | BD ETF | 33K | 421 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 4K | 20 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 31K | 549 | – |
VANGUARD SHORT TERM | TREASURY ETF | 31K | 538 | – |
VANGUARD GROWTH ETF | ETF | 68K | 185 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 579 | 10 | – |
DIMENSIONAL U S EQUITY | ETF | 606 | 10 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 4K | 127 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 4K | 51 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 32K | 844 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 14K | 24 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 67K | 2K | – |
DIMENSIONAL U S SMALL | CAP ETF | 25K | 388 | – |
DIMENSIONAL WORLD EQUITY | ETF | 36K | 582 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 23K | 720 | – |
VANGUARD GROWTH ETF | ETF | 35K | 95 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 10K | 249 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 240K | 7K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 74K | 898 | – |
VANGUARD SHORT TERM COR | BD ETF | 22K | 286 | – |
VANGUARD SHORT TERM | TREASURY ETF | 11K | 184 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 106K | 919 | – |
VANGUARD VALUE ETF | ETF | 76K | 453 | – |
VANGUARD GROWTH ETF | ETF | 100K | 274 | – |
DIMENSIONAL U S EQUITY | ETF | 8K | 0 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 52K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 123K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 103K | 3K | – |
ISHARES GOLD ETF | ETF | 46K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 53K | 641 | – |
VANGUARD SHORT TERM COR | BD ETF | 35K | 450 | – |
VANGUARD GROWTH ETF | ETF | 88K | 240 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 4K | 120 | – |
DIMENSIONAL U S EQUITY | ETF | 11K | 183 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 8K | 41 | – |
VANGUARD ULTRA SHORT | BOND ETF | 3K | 58 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 52K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 60K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 56K | 2K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 76K | 1K | – |
VANGUARD GROWTH ETF | ETF | 56K | 151 | – |
DIMENSIONAL WORLD EQUITY | ETF | 30K | 481 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 10K | 291 | – |
VANGUARD GROWTH ETF | ETF | 4K | 10 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 11K | 321 | – |
DIMENSIONAL U S EQUITY | ETF | 25K | 424 | – |
VANGUARD GROWTH ETF | ETF | 31K | 83 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 127K | 4K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 89K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 45K | 420 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 31K | 514 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 77K | 135 | – |
VANGUARD GROWTH ETF | ETF | 207K | 563 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 79K | 2K | – |
VANGUARD SHORT TERM COR | BD ETF | 43K | 551 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 18K | 324 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 7K | 80 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 46K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 27K | 719 | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 441 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 26K | 136 | – |
VANGUARD GROWTH ETF | ETF | 49K | 133 | – |
VANGUARD ULTRA SHORT | BOND ETF | 18K | 354 | – |
VANGUARD GROWTH ETF | ETF | 8K | 21 | – |
DIMENSIONAL WORLD EQUITY | ETF | 84K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 35K | 683 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 62K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 170K | 3K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 187K | 5K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 96K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 278K | 5K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 77K | 730 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 51K | 860 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 193K | 340 | – |
VANGUARD GROWTH ETF | ETF | 274K | 747 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 10K | 167 | – |
VANGUARD GROWTH ETF | ETF | 40K | 109 | – |
CONOCOPHILLIPS | Common Stock | 601 | 5 | – |
DIMENSIONAL U S EQUITY | ETF | 240 | 4 | – |
ALPHABET INC. | CLASS A | 172 | 1 | – |
INNOVATIVE INDUSTRIAL PR | REIT | 159 | 1 | – |
RIVIAN AUTOMOTIVE INC | CLASS A | 33 | 2 | – |
A T & T INC | Common Stock | 110 | 6 | – |
VANGUARD S&P 500 ETF | ETF | 1K | 2 | – |
WARNER BROTHERS DISCOVER | Common Stock | 9 | 1 | – |
EXXON MOBIL CORP | Common Stock | 686 | 6 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 44K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 59K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 114K | 2K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 53K | 837 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 16K | 319 | – |
VANGUARD GROWTH ETF | ETF | 66K | 180 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 61K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 59K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 69K | 3K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 68K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 104K | 2K | – |
GE AEROSPACE | Common Stock | 39K | 230 | – |
GE HEALTHCARE TECHNOLOGI | Common Stock | 6K | 76 | – |
GE VERNOVA INC | Common Stock | 10K | 57 | – |
NORTHROP GRUMMAN CO | Common Stock | 85K | 175 | – |
ISHARES GOLD ETF | ETF | 32K | 700 | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 439 | – |
VANGUARD GROWTH ETF | ETF | 60K | 164 | – |
NVIDIA CORP | Common Stock | 6K | 50 | – |
APPLE INC | Common Stock | 32K | 145 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 81K | 2K | – |
DIMENSIONAL U S SMALL | CAP ETF | 43K | 656 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 135K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 60K | 982 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 21K | 651 | – |
DIMENSIONAL U S EQUITY | ETF | 264K | 4K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 85K | 2K | – |
ISHARES GOLD ETF | ETF | 46K | 1K | – |
MICROSOFT CORP | Common Stock | 203K | 486 | – |
NEXTERA ENERGY INC | Common Stock | 72K | 939 | – |
SOUTHERN CO | Common Stock | 28K | 336 | – |
VANGUARD GROWTH ETF | ETF | 39K | 107 | – |
VANGUARD SHORT TERM COR | BD ETF | 4K | 54 | – |
VANGUARD ULTRA SHORT | BOND ETF | 32K | 643 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 38K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 59K | 963 | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 36K | 742 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 32K | 594 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 16K | 317 | – |
WW GRAINGER INC | Common Stock | 472K | 484 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 135 | – |
VANGUARD GROWTH ETF | ETF | 44K | 121 | – |
WENDYS CO | Common Stock | 25K | 1K | – |
DIMENSIONAL U S SMALL | CAP ETF | 4K | 56 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 12K | 301 | – |
VANGUARD ULTRA SHORT | BOND ETF | 20K | 396 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 29K | 897 | – |
INVESCO SHORT TERM | TREASURY ETF | 2K | 15 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 5K | 59 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 21K | 396 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 33K | 655 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 27K | 881 | – |
DIMENSIONAL US REAL | ESTATE ETF | 10K | 424 | – |
DIMENSIONAL U S SMALL | CAP ETF | 22K | 339 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 23K | 621 | – |
DIMENSIONAL U S EQUITY | ETF | 61K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 25K | 299 | – |
VANGUARD SHORT TERM | TREASURY ETF | 27K | 465 | – |
VANGUARD GROWTH ETF | ETF | 41K | 111 | – |
NVIDIA CORP | Common Stock | 21K | 180 | – |
TESLA INC | Common Stock | 12K | 51 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 38K | 996 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 33K | 693 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 40K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 40K | 482 | – |
VANGUARD SMALL CAP ETF | ETF | 33K | 142 | – |
VANGUARD S&P 500 ETF | ETF | 53K | 104 | – |
VANGUARD ULTRA SHORT | BOND ETF | 3K | 62 | – |
VANGUARD ULTRA SHORT | BOND ETF | 13K | 260 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 51K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 39K | 682 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 42K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 26K | 244 | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 179 | – |
VANGUARD S&P 500 ETF | ETF | 3K | 5 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 21K | 549 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 397 | 6 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 23K | 40 | – |
VANGUARD GROWTH ETF | ETF | 20K | 54 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 10K | 313 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 41K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 42K | 397 | – |
VANGUARD S&P 500 ETF | ETF | 51K | 101 | – |
DIMENSIONAL WORLD EQUITY | ETF | 26K | 430 | – |
ISHARES CORE S&P 500 | ETF | 18K | 32 | – |
DIMENSIONAL WORLD EQUITY | ETF | 61K | 1K | – |
VANGUARD GROWTH ETF | ETF | 37K | 100 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 35K | 823 | – |
DIMENSIONAL U S EQUITY | ETF | 108K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 43K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 1K | 19 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 33K | 550 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 42K | 219 | – |
VANGUARD GROWTH ETF | ETF | 49K | 134 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 5K | 128 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 6K | 75 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 7K | 277 | – |
VANGUARD SHORT TERM COR | BD ETF | 2K | 27 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 39K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 58K | 702 | – |
VANGUARD SHORT TERM COR | BD ETF | 21K | 263 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 135K | 4K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 110K | 3K | – |
ISHARES GOLD ETF | ETF | 46K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 33K | 308 | – |
VANGUARD GROWTH ETF | ETF | 50K | 137 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 31K | 756 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 30K | 366 | – |
VANGUARD SHORT TERM COR | BD ETF | 54K | 692 | – |
VANGUARD SHORT TERM | TREASURY ETF | 21K | 359 | – |
DIMENSIONAL U S EQUITY | ETF | 3K | 43 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 6K | 175 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 43K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 20K | 238 | – |
VANGUARD SHORT TERM COR | BD ETF | 28K | 363 | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 170 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 42K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 29K | 513 | – |
VANGUARD GROWTH ETF | ETF | 31K | 84 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 35K | 418 | – |
VANGUARD ULTRA SHORT | BOND ETF | 38K | 769 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 54K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 64K | 2K | – |
ISHARES CORE S&P 500 | ETF | 26K | 46 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 58K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 79K | 3K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 47K | 1K | – |
VANGUARD GROWTH ETF | ETF | 66K | 180 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 14K | 439 | – |
VANGUARD SHORT TERM COR | BD ETF | 16K | 206 | – |
DIMENSIONAL U S EQUITY | ETF | 185K | 3K | – |
VANGUARD SHORT TERM | TREASURY ETF | 36K | 620 | – |
DIMENSIONAL WORLD EQUITY | ETF | 62K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 31K | 297 | – |
VANGUARD GROWTH ETF | ETF | 20K | 54 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 76K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 37K | 657 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 30K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 25K | 674 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 21K | 501 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 20K | 191 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 28K | 145 | – |
VANGUARD GROWTH ETF | ETF | 76K | 208 | – |
AMAZON.COM INC | Common Stock | 12K | 62 | – |
BERKSHIRE HATHAWAY | CLASS B | 12K | 28 | – |
CATERPILLAR INC | Common Stock | 5K | 16 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 172 | 3 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 60K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 13K | 160 | – |
VANGUARD S&P 500 ETF | ETF | 22K | 43 | – |
VANGUARD SHORT TERM | TREASURY ETF | 17K | 282 | – |
VANGUARD GROWTH ETF | ETF | 48K | 130 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 49K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 36K | 437 | – |
VANGUARD SHORT TERM | TREASURY ETF | 11K | 191 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 29K | 253 | – |
DIMENSIONAL WORLD EQUITY | ETF | 18K | 287 | – |
VANGUARD GROWTH ETF | ETF | 7K | 19 | – |
A T & T INC | Common Stock | 7K | 379 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 4K | 110 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 6K | 181 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 2 | 0 | – |
VANGUARD SHORT TERM | TREASURY ETF | 5K | 83 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 27K | 824 | – |
VANGUARD VALUE ETF | ETF | 53K | 316 | – |
DIMENSIONAL WORLD EQUITY | ETF | 115K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 58K | 2K | – |
TARGA RESOURCES CORP | Common Stock | 29K | 216 | – |
VANGUARD GROWTH ETF | ETF | 116K | 316 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 57K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 32K | 381 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 28K | 1K | – |
VANGUARD SHORT TERM | TREASURY ETF | 14K | 234 | – |
VANGUARD ULTRA SHORT | BOND ETF | 13K | 259 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 10K | 273 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 5K | 8 | – |
VANGUARD GROWTH ETF | ETF | 4K | 12 | – |
DIMENSIONAL U S SMALL | CAP ETF | 22K | 344 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 115K | 4K | – |
ISHARES GOLD ETF | ETF | 41K | 883 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 59K | 718 | – |
VANGUARD SHORT TERM COR | BD ETF | 37K | 471 | – |
VANGUARD GROWTH ETF | ETF | 14K | 39 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 3K | 49 | – |
DIMENSIONAL U S EQUITY | ETF | 3K | 45 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 25K | 536 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 17K | 511 | – |
VANGUARD SHORT TERM COR | BD ETF | 28K | 358 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 64K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 63K | 1K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 37K | 700 | – |
ISHARES CORE S&P 500 | ETF | 191K | 344 | – |
VANGUARD GROWTH ETF | ETF | 112K | 304 | – |
DIMENSIONAL WORLD EQUITY | ETF | 5K | 87 | – |
VANGUARD ULTRA SHORT | BOND ETF | 13K | 253 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 25K | 780 | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 25K | 528 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 29K | 901 | – |
DIMENSIONAL U S EQUITY | ETF | 62K | 1K | – |
TRAVEL plus LEISURE CO | Common Stock | 12K | 264 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 43K | 75 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 26K | 505 | – |
VANGUARD GROWTH ETF | ETF | 61K | 167 | – |
WYNDHAM HOTELS & RESORTS | Common Stock | 18K | 232 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 14K | 443 | – |
VANGUARD S&P 500 ETF | ETF | 22K | 44 | – |
VANGUARD SHORT TERM | TREASURY ETF | 6K | 101 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 8K | 234 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 21K | 651 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 57K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 40K | 382 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 37K | 393 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 47K | 83 | – |
VANGUARD GROWTH ETF | ETF | 78K | 213 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 17K | 520 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 220 | – |
APPLE INC | Common Stock | 130K | 585 | – |
ADOBE INC | Common Stock | 10K | 18 | – |
AMAZON.COM INC | Common Stock | 19K | 100 | – |
BLACKSTONE INC | Common Stock | 2K | 11 | – |
COSTCO WHOLESALE CO | Common Stock | 3K | 3 | – |
SALESFORCE INC | Common Stock | 4K | 15 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 60K | 1K | – |
DIMENSIONAL CALIFRNA | MNCL BD ETF | 102K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 29K | 776 | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 101K | 2K | – |
GE AEROSPACE | Common Stock | 2K | 12 | – |
ILLINOIS TOOL WORKS | Common Stock | 4K | 16 | – |
KROGER CO | Common Stock | 2K | 32 | – |
MICROSOFT CORP | Common Stock | 4K | 10 | – |
OCCIDENTAL PETROL CO | Common Stock | 4K | 61 | – |
PALANTIR TECHNOLOGIES IN | CLASS A | 3K | 130 | – |
RPM INTERNTNL | Common Stock | 5K | 43 | – |
RTX CORP | Common Stock | 4K | 38 | – |
SIMON PPTY GROUP | REIT | 4K | 25 | – |
T-MOBILE US INC | Common Stock | 922 | 5 | – |
TESLA INC | Common Stock | 42K | 179 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 52K | 91 | – |
VANGUARD INTL DIVIDEND | APRECTN ETF | 28K | 336 | – |
VANGUARD RUSSELL 1000 | GROWTH ETF IV | 62K | 672 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 102K | 2K | – |
VERIZON COMMUNICATN | Common Stock | 741 | 18 | – |
ENERGOUS CORP | Common Stock | 5 | 5 | – |
DIMENSIONAL U S EQUITY | ETF | 85K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 120K | 4K | – |
SPDR GOLD SHARES ETF | ETF | 15K | 66 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 38K | 66 | – |
DIMENSIONAL U S EQUITY | ETF | 13K | 212 | – |
VANGUARD LARGE CAP ETF | ETF | 255 | 1 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 104K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 63K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 122K | 4K | – |
ISHARES GOLD ETF | ETF | 49K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 51K | 478 | – |
VANGUARD GROWTH ETF | ETF | 238K | 647 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 40K | 1K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 21K | 678 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 21K | 407 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 24K | 706 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 11K | 215 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 11K | 130 | – |
VANGUARD GROWTH ETF | ETF | 11K | 31 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 4K | 92 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 231 | 3 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 44K | 231 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 30K | 902 | – |
VANGUARD VALUE ETF | ETF | 20K | 118 | – |
VANGUARD SHORT TERM COR | BD ETF | 37 | 0 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 29K | 894 | – |
VANGUARD SHORT TERM | TREASURY ETF | 2K | 36 | – |
VANGUARD GROWTH ETF | ETF | 35K | 95 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 20K | 615 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 7K | 120 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 22K | 646 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 44K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 20K | 193 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 16K | 167 | – |
VANGUARD GROWTH ETF | ETF | 27K | 72 | – |
NVIDIA CORP | Common Stock | 79K | 671 | – |
DIMENSIONAL WORLD EQUITY | ETF | 53K | 863 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 29K | 270 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 31K | 166 | – |
VANGUARD GROWTH ETF | ETF | 38K | 103 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 23K | 693 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 28K | 876 | – |
VANGUARD GROWTH ETF | ETF | 51K | 139 | – |
DIMENSIONAL U S EQUITY | ETF | 51K | 851 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 23K | 219 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 34K | 60 | – |
VANGUARD GROWTH ETF | ETF | 44K | 121 | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 150 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 110 | – |
DIMENSIONAL U S EQUITY | ETF | 59K | 977 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 43K | 524 | – |
VANGUARD S&P 500 ETF | ETF | 58K | 115 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 61K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 138K | 4K | – |
VANGUARD SHORT TERM | TREASURY ETF | 28K | 482 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 96K | 3K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 67K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 163K | 5K | – |
VANGUARD S&P 500 ETF | ETF | 135K | 267 | – |
VANGUARD GROWTH ETF | ETF | 104K | 283 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 28K | 723 | – |
VANGUARD SHORT TERM COR | BD ETF | 6K | 83 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 56K | 2K | – |
VANGUARD GROWTH ETF | ETF | 54K | 147 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 37K | 1K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 21K | 398 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 31K | 614 | – |
VANGUARD VALUE ETF | ETF | 44K | 264 | – |
VANGUARD ULTRA SHORT | BOND ETF | 31K | 627 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 13K | 356 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 29K | 355 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 23K | 405 | – |
VANGUARD GROWTH ETF | ETF | 40K | 108 | – |
ISHARES CORE S&P 500 | ETF | 16K | 30 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 13K | 151 | – |
DIMENSIONAL WORLD EQUITY | ETF | 6K | 95 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 9K | 15 | – |
CVS HEALTH CORP | Common Stock | 22K | 366 | – |
DIMENSIONAL U S SMALL | CAP ETF | 100K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 62K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 51K | 846 | – |
WW GRAINGER INC | Common Stock | 229K | 235 | – |
THE COCA-COLA CO | Common Stock | 87K | 1K | – |
VANGUARD GROWTH ETF | ETF | 49K | 133 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 34K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 39K | 476 | – |
ADVANCED MICRO DEVICE IN | Common Stock | 20K | 135 | – |
ALPHABET INC. | CLASS A | 23K | 132 | – |
MICROSOFT CORP | Common Stock | 19K | 46 | – |
TAIWAN SEMICONDUCTR F | SPONSORED ADR | 34K | 204 | – |
EXXON MOBIL CORP | Common Stock | 21K | 179 | – |
COTERRA ENERGY INC | Common Stock | 3K | 107 | – |
VANGUARD GROWTH ETF | ETF | 7K | 18 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 86K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 107K | 3K | – |
VANGUARD SHORT TERM | TREASURY ETF | 18K | 313 | – |
VANGUARD GROWTH ETF | ETF | 65K | 177 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 41K | 814 | – |
VANGUARD SHORT TERM COR | BD ETF | 12K | 158 | – |
VANGUARD S&P 500 ETF | ETF | 30K | 59 | – |
DIMENSIONAL WORLD EQUITY | ETF | 36K | 591 | – |
VANGUARD SHORT TERM COR | BD ETF | 10K | 127 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 48K | 252 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 13K | 160 | – |
VANGUARD S&P 500 ETF | ETF | 63K | 124 | – |
VANGUARD GROWTH ETF | ETF | 65K | 177 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 44K | 1K | – |
ISHARES CORE S&P 500 | ETF | 80K | 145 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 37K | 353 | – |
VANGUARD SHORT TERM COR | BD ETF | 16K | 209 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 49K | 257 | – |
VANGUARD GROWTH ETF | ETF | 87K | 236 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 4K | 7 | – |
VANGUARD GROWTH ETF | ETF | 4K | 10 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 16K | 276 | – |
DIMENSIONAL U S EQUITY | ETF | 7K | 109 | – |
DIMENSIONAL U S EQUITY | ETF | 76K | 1K | – |
SPDR GOLD SHARES ETF | ETF | 12K | 53 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 50K | 470 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 3K | 70 | – |
DIMENSIONAL U S EQUITY | ETF | 14K | 239 | – |
DIMENSIONAL U S EQUITY | ETF | 37K | 625 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 42K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 51K | 621 | – |
VANGUARD GROWTH ETF | ETF | 43K | 117 | – |
DIMENSIONAL U S SMALL | CAP ETF | 56K | 864 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 55 | – |
DIMENSIONAL U S EQUITY | ETF | 133K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 98K | 2K | – |
VANGUARD GROWTH ETF | ETF | 88K | 239 | – |
VANGUARD SHORT TERM | TREASURY ETF | 13K | 222 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 61K | 1K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 137K | 4K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 10K | 95 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 10K | 105 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 44K | 78 | – |
VANGUARD GROWTH ETF | ETF | 173K | 472 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 135 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 73K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 8K | 143 | – |
DIMENSIONAL WORLD EQUITY | ETF | 104K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 83K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 83K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 14K | 267 | – |
VANGUARD GROWTH ETF | ETF | 99K | 270 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 11K | 226 | – |
ISHARES FALLEN ANGELS | USD BOND ETF | 11K | 395 | – |
VANGUARD S&P 500 ETF | ETF | 40K | 79 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 56K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 29K | 515 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 30K | 928 | – |
VANGUARD ULTRA SHORT | BOND ETF | 22K | 446 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 15K | 443 | – |
VANGUARD ULTRA SHORT | BOND ETF | 10K | 203 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 17K | 501 | – |
VANGUARD GROWTH ETF | ETF | 15K | 42 | – |
DIMENSIONAL WORLD EQUITY | ETF | 30K | 494 | – |
DIMENSIONAL U S EQUITY | ETF | 50K | 843 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 35K | 855 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 10K | 96 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 15K | 162 | – |
VANGUARD GROWTH ETF | ETF | 55K | 151 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 16K | 465 | – |
VANGUARD GROWTH ETF | ETF | 39K | 107 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 14K | 428 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 63K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 53K | 1K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 65K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 177K | 3K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 107K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 118K | 4K | – |
SPROTT PHYSICAL PLATINUM | PAL ETV | 18K | 2K | – |
VANGUARD GROWTH ETF | ETF | 199K | 542 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 39K | 688 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 74K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 34K | 414 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 31K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 33K | 421 | – |
VANGUARD SHORT TERM | TREASURY ETF | 9K | 159 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 31 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 43K | 1K | – |
VANGUARD GROWTH ETF | ETF | 44K | 120 | – |
DIMENSIONAL U S SMALL | CAP ETF | 12K | 179 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 43K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 19K | 243 | – |
DIMENSIONAL U S EQUITY | ETF | 51K | 858 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 64K | 2K | – |
ISHARES GOLD ETF | ETF | 46K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 25K | 239 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 31K | 514 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 47K | 83 | – |
VANGUARD GROWTH ETF | ETF | 99K | 270 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 21K | 376 | – |
DIMENSIONAL U S EQUITY | ETF | 17K | 287 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 13K | 413 | – |
VANGUARD SHORT TERM COR | BD ETF | 734 | 9 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 19K | 33 | – |
VANGUARD GROWTH ETF | ETF | 18K | 50 | – |
VANGUARD SHORT TERM COR | BD ETF | 9K | 113 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 21K | 619 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 20K | 192 | – |
VANGUARD S&P 500 ETF | ETF | 30K | 59 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 36K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 57K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 36K | 979 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 109K | 3K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 39K | 777 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 62K | 327 | – |
VANGUARD VALUE ETF | ETF | 71K | 425 | – |
VANGUARD ULTRA SHORT | BOND ETF | 31K | 627 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 8K | 139 | – |
DIMENSIONAL U S EQUITY | ETF | 17K | 288 | – |
VANGUARD GROWTH ETF | ETF | 8K | 21 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 8K | 92 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 15K | 463 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 18K | 362 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 49 | – |
STEPAN CO | Common Stock | 129K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 116 | – |
DIMENSIONAL U S EQUITY | ETF | 7K | 116 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 14K | 164 | – |
VANGUARD SHORT TERM COR | BD ETF | 2K | 31 | – |
VANGUARD SHORT TERM COR | BD ETF | 16K | 200 | – |
VANGUARD GROWTH ETF | ETF | 7K | 19 | – |
DIMENSIONAL WORLD EQUITY | ETF | 73K | 1K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 67K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 52K | 1K | – |
ISHARES SHORT TERM NTNL | MUN BND ETF | 51K | 485 | – |
VANGUARD ULTRA SHORT | BOND ETF | 52K | 1K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 15K | 444 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 28K | 686 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 23K | 273 | – |
VANGUARD SHORT TERM COR | BD ETF | 37K | 478 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 51K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 35K | 331 | – |
VANGUARD ULTRA SHORT | BOND ETF | 37K | 748 | – |
ISHARES GOLD ETF | ETF | 23K | 500 | – |
ISHARES CORE S&P 500 | ETF | 30K | 54 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 23K | 276 | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 31K | 486 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 9K | 83 | – |
VANGUARD S&P 500 ETF | ETF | 78K | 155 | – |
VANGUARD SHORT TERM COR | BD ETF | 77 | 1 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 4K | 41 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 330 | 6 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 13K | 67 | – |
DIMENSIONAL WORLD EQUITY | ETF | 72K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 124K | 2K | – |
SPDR GOLD SHARES ETF | ETF | 50K | 222 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 15K | 143 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 13K | 223 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 48K | 85 | – |
VANGUARD GROWTH ETF | ETF | 197K | 536 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 4K | 102 | – |
DIMENSIONAL WORLD EQUITY | ETF | 36K | 588 | – |
VANGUARD GROWTH ETF | ETF | 24K | 65 | – |
VANGUARD ULTRA SHORT | BOND ETF | 20K | 404 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 23K | 276 | – |
DIMENSIONAL U S EQUITY | ETF | 44K | 730 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 29K | 345 | – |
VANGUARD ULTRA SHORT | BOND ETF | 8K | 154 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 53K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 140K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 109K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 76K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 102K | 2K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 51K | 799 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 130K | 4K | – |
VANGUARD GROWTH ETF | ETF | 189K | 515 | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 17K | 250 | – |
ISHARES 20plus YEAR | TREASURY BOND ETF | 7K | 50 | – |
ALLY FINL INC | Common Stock | 16K | 350 | – |
AURORA CANNABIS INC F | Common Stock | 112 | 12 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 5K | 40 | – |
SPDR GOLD SHARES ETF | ETF | 29K | 180 | – |
SCHWAB US SMALL CAP ETF | ETF | 15K | 150 | – |
AGNICO EAGLE MINES F | Common Stock | 6K | 100 | – |
FIRST MAJESTIC SILVER F | Common Stock | 6K | 400 | – |
BOX INC | CLASS A | 5K | 200 | – |
ARK ISRAEL INNOVATIVE | TECHNOLOGY ETF | 19K | 600 | – |
PRETIUM RESOURCES F | Common Stock | 2K | 200 | – |
REALNETWORKS INC | Common Stock | 5K | 1K | – |
ISHARES SILVER TRUST | ETF | 9K | 400 | – |
W E C ENERGY GROUP INC | Common Stock | 7K | 75 | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 6K | 90 | – |
SCHWAB US SMALL CAP ETF | ETF | 6K | 65 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 19K | 255 | – |
SCHWAB US LARGE CAP | VALUE ETF | 6K | 90 | – |
ROUNDHILL SPRT BETNG AND | IGAMING ETF | 18K | 600 | – |
CANOPY GROWTH CORP F | Common Stock | 7K | 225 | – |
SPDR GOLD SHARES ETF | ETF | 7K | 45 | – |
9 METERS BIOPHARMA INC | Common Stock | 2K | 2K | – |
REALNETWORKS INC | Common Stock | 9K | 2K | – |
SCHWAB US LARGE CAP | GROWTH ETF | 13K | 100 | – |
TILRAY INC | Common Stock | 7K | 300 | – |
TRUE LEAF BRANDS INC F | Common Stock | 6K | 15K | – |
U S WELL SERVICES INC | CLASS A | 5K | 5K | – |
CISCO SYSTEMS INC | Common Stock | 8K | 150 | – |
CHEVRON CORP | Common Stock | 6K | 60 | – |
INTEL CORP | Common Stock | 10K | 150 | – |
JOHNSON & JOHNSON | Common Stock | 8K | 50 | – |
NEWMONT CORP | Common Stock | 8K | 125 | – |
PFIZER INC | Common Stock | 7K | 200 | – |
INVESCO PREFERRED ETF | ETF | 11K | 725 | – |
PPL CORP | Common Stock | 4K | 125 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 300 | – |
SCHWAB US AGGREGATE BOND | ETF | 2K | 30 | – |
SOUTHERN CO | Common Stock | 6K | 90 | – |
INVESCO S&P 500 HIGH | DIVIDEND LOW VOLATILITY | 13K | 300 | – |
A T & T INC | Common Stock | 5K | 150 | – |
VIATRIS INC | Common Stock | 335 | 24 | – |
VERIZON COMMUNICATN | Common Stock | 6K | 110 | – |
SELECT SECTOR UTI SELECT | SPDR ETF | 7K | 105 | – |
EXXON MOBIL CORP | Common Stock | 1K | 25 | – |
AMERICAN AIRLS GROUP | Common Stock | 1K | 50 | – |
AURORA CANNABIS INC F | Common Stock | 1K | 0 | – |
ARK FINTECH INNOVATION | ETF | 511 | 10 | – |
ARK GENOMIC REVOLUTION | ETF | 444 | 5 | – |
ARK INNOVATION ETF | ETF | 600 | 5 | – |
ARK NEXT GENERATION | INTERNET ETF | 2K | 12 | – |
BOEING CO | Common Stock | 13K | 50 | – |
BUMBLE INC | CLASS A | 811 | 13 | – |
BOX INC | CLASS A | 6K | 250 | – |
ANHEUSER BUSCH INBEV S F | SPONSORED ADR | 6K | 100 | – |
VANECK VECTORS SOCIAL | SENTIMENT ETF | 1K | 50 | – |
CHEFS WAREHOUSE INC | Common Stock | 8K | 250 | – |
CRESCO LABS INC F | Common Stock | 2K | 150 | – |
CURALEAF HOLDINGS INC F | Common Stock | 2K | 100 | – |
FORD MOTOR CO | Common Stock | 12K | 1K | – |
GREEN THUMB INDS INC F | Common Stock | 18K | 600 | – |
INSEEGO CORP | Common Stock | 5K | 500 | – |
JUSHI HLDGS INC F | CLASS B | 1K | 200 | – |
MCDONALDS CORP | Common Stock | 1K | 5 | – |
PENN NTNL GAMING | Common Stock | 2K | 20 | – |
REALNETWORKS INC | Common Stock | 425 | 100 | – |
STARBUCKS CORP | Common Stock | 3K | 25 | – |
SPIRIT AEROSYSTEMS | Common Stock | 6K | 125 | – |
STATE STREET CORP | Common Stock | 852 | 10 | – |
SIERRA WIRELESS INC F | Common Stock | 30K | 2K | – |
TESLA INC | Common Stock | 1K | 2 | – |
WELLS FARGO & CO | Common Stock | 1K | 30 | – |
DIREXION WORLD WITHOUT | WASTE ETF | 2K | 80 | – |
BROADRIDGE FINL SOLU | Common Stock | 2K | 10 | – |
GENERAL ELECTRIC CO | Common Stock | 788 | 60 | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 35K | 500 | – |
PROCTER & GAMBLE | Common Stock | 8K | 60 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 8K | 110 | – |
EXXON MOBIL CORP | Common Stock | 2K | 30 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 9K | 120 | – |
SPDR GOLD SHARES ETF | ETF | 8K | 50 | – |
VANGUARD SMALL CAP VALUE | ETF | 17K | 100 | – |
VANGUARD FTSE EMERGING | MARKETS ETF | 8K | 150 | – |
AMERICAN AXLE & MFG | Common Stock | 966 | 100 | – |
GENERAL ELECTRIC CO | Common Stock | 1K | 114 | – |
PFIZER INC | Common Stock | 678 | 19 | – |
A T & T INC | Common Stock | 4K | 133 | – |
VIATRIS INC | Common Stock | 1K | 102 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 9K | 125 | – |
VANECK VECTORS JUNIOR | GOLD MINERS ETF | 7K | 150 | – |
SPDR GOLD SHARES ETF | ETF | 16K | 100 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 26K | 360 | – |
SPDR GOLD SHARES ETF | ETF | 5K | 32 | – |
HARLEY DAVIDSON INC | Common Stock | 9K | 218 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 8K | 60 | – |
SPDR GOLD SHARES ETF | ETF | 14K | 90 | – |
HOOPER HOLMES INC | Common Stock | 0 | 66 | – |
SCHWAB SHORT TERM US | TREASURY ETF | 51K | 1K | – |
TEUCRIUM CORN ETF | ETF | 7K | 400 | – |
SPDR GOLD SHARES ETF | ETF | 19K | 120 | – |
VANECK VECTORS GOLD | MINERS ETF | 10K | 300 | – |
SPDR GOLD SHARES ETF | ETF | 10K | 60 | – |
ISHARES SILVER TRUST | ETF | 9K | 400 | – |
ARK INNOVATION ETF | ETF | 12K | 100 | – |
VANECK VECTORS GOLD | MINERS ETF | 18K | 550 | – |
ISHARES GOLD ETF | ETF | 41K | 3K | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 35K | 500 | – |
SCHWAB US SMALL CAP ETF | ETF | 82K | 825 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 561K | 8K | – |
ISHARES SILVER TRUST | ETF | 23K | 1K | – |
FIRST MIDWEST BANCRP | Common Stock | 37K | 2K | – |
SCHWAB US SMALL CAP ETF | ETF | 74K | 740 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 66K | 905 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 55K | 420 | – |
CHARLES SCHWAB US MC | ETF | 64K | 858 | – |
APPLE INC | Common Stock | 12K | 100 | – |
ADOBE INC | Common Stock | 29K | 60 | – |
ADVANCED MICRO DEVIC | Common Stock | 16K | 200 | – |
ROUNDHILL SPRT BETNG AND | IGAMING ETF | 6K | 200 | – |
COSTCO WHOLESALE CO | Common Stock | 35K | 100 | – |
FIRST MIDWEST BANCRP | Common Stock | 22K | 1K | – |
VANECK VECTORS JUNIOR | GOLD MINERS ETF | 14K | 300 | – |
NEWMONT CORP | Common Stock | 12K | 200 | – |
PEPSICO INC | Common Stock | 14K | 100 | – |
PROCTER & GAMBLE | Common Stock | 14K | 100 | – |
QUALCOMM INC | Common Stock | 13K | 100 | – |
PROSHARES ULTRA | TECHNOLOGY ETF | 30K | 400 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 130K | 1K | – |
WALMART INC | Common Stock | 27K | 200 | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 59K | 845 | – |
ASSERTIO HOLDINGS INC | Common Stock | 2K | 3K | – |
MGM RESORTS INTL | Common Stock | 4K | 100 | – |
NOKIA CORP F | SPONSORED ADR | 2K | 500 | – |
PDC ENERGY INC | Common Stock | 1K | 35 | – |
CMKM DIAMONDS INC XXX | REGISTRATION REVOKED BY | 0 | 600K | – |
CASAVANT INTL MNG CORP | ** RESTRICTED SHARES ** | 0 | 15K | – |
CIRCA PIC & PROD CO | Common Stock | 0 | 100 | – |
CIRCA PIC & PROD CO INTL | **RESTRICTED SHARES ** | 0 | 3 | – |
METATRON INC NEW RESTRIC | Common Stock | 0 | 1 | – |
SPDR GOLD SHARES ETF | ETF | 14K | 90 | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 62K | 900 | – |
SCHWAB US SMALL CAP ETF | ETF | 20K | 200 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 80K | 1K | – |
SPDR GOLD SHARES ETF | ETF | 8K | 50 | – |
SPDR GOLD SHARES ETF | ETF | 10K | 60 | – |
ISHARES GOLD ETF | ETF | 13K | 800 | – |
SCHWAB US SMALL CAP ETF | ETF | 30K | 300 | – |
VANGUARD SHORT-TERM BOND | ETF | 10K | 125 | – |
ISHARES CORE US | AGGREGATE BOND ETF | 583 | 5 | – |
INVESCO INTERNATIONAL | DIVIDEND ACHIEVERS ETF | 1K | 71 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 15K | 115 | – |
SPDR GOLD SHARES ETF | ETF | 5K | 29 | – |
SCHWAB US SMALL CAP ETF | ETF | 25K | 247 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 7K | 97 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 43K | 330 | – |
CHARLES SCHWAB US REIT | ETF | 5K | 133 | – |
CHARLES SCHWAB US MC | ETF | 15K | 207 | – |
SCHWAB US LARGE CAP | VALUE ETF | 12K | 188 | – |
SCHWAB US AGGREGATE BOND | ETF | 111 | 2 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 13K | 100 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 17K | 132 | – |
SCHWAB US LARGE CAP | VALUE ETF | 13K | 204 | – |
VANECK VECTORS GOLD | MINERS ETF | 16K | 500 | – |
SPDR GOLD SHARES ETF | ETF | 26K | 160 | – |
ISHARES 7-10 YEAR | TREASURY BOND ETF | 3K | 23 | – |
ISHARES IBOXX INVT GRADE | BOND ETF | 3K | 21 | – |
ISHARES MBS ETF | ETF | 3K | 28 | – |
ISHARES 1-3 YEAR TREASRY | BOND ETF | 4K | 46 | – |
VANGUARD REAL ESTATE | ETF | 55 | 1 | – |
VANGUARD SHRT INF PROT | SEC INDEX ETF | 3K | 50 | – |
FIRST MIDWEST BANCRP | Common Stock | 3K | 126 | – |
SPDR GOLD SHARES ETF | ETF | 14K | 90 | – |
HORMEL FOODS CORP | Common Stock | 7K | 140 | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 62K | 900 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 42K | 580 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 21K | 160 | – |
SCHWAB US LARGE CAP | VALUE ETF | 13K | 200 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 34K | 260 | – |
SHERWIN WILLIAMS CO | FORWARD SPLIT | 4K | 6 | – |
ISHARES TIPS BOND ETF | ETF | 25K | 200 | – |
WALGREENS BOOTS ALLI | Common Stock | 44K | 800 | – |
VANECK VECTORS GOLD | MINERS ETF | 7K | 225 | – |
PAN AMERN SILVER CORP F | Common Stock | 12K | 400 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 18K | 125 | – |
VANGUARD REAL ESTATE | ETF | 1K | 15 | – |
AGEX THERAPEUTICS INC | Common Stock | 405 | 250 | – |
COMCAST CORP | CLASS A | 11K | 200 | – |
CRESCO LABS INC F | Common Stock | 10K | 800 | – |
WALT DISNEY CO | Common Stock | 37K | 202 | – |
FREQUENCY THERAPEUTICS I | Common Stock | 95 | 10 | – |
PROCTER & GAMBLE | Common Stock | 13K | 97 | – |
MOLSON COORS BEVERAGE CL | CLASS B | 5K | 97 | – |
UNITED AIRLINES HLDGS | Common Stock | 12K | 200 | – |
VISA INC | CLASS A | 15K | 71 | – |
SCHWAB US SMALL CAP ETF | ETF | 4K | 37 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 9K | 117 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 5K | 38 | – |
CHARLES SCHWAB US MC | ETF | 3K | 40 | – |
VANECK VECTORS GOLD | MINERS ETF | 8K | 250 | – |
SPDR GOLD SHARES ETF | ETF | 13K | 80 | – |
SCHWAB US SMALL CAP ETF | ETF | 14K | 140 | – |
SCHWAB US LARGE CAP | VALUE ETF | 46K | 700 | – |
SPDR GOLD SHARES ETF | ETF | 34K | 211 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 84K | 650 | – |
BROADRIDGE FINL SOLU | Common Stock | 2K | 10 | – |
GENERAL ELECTRIC CO | Common Stock | 788 | 60 | – |
PROCTER & GAMBLE | Common Stock | 8K | 60 | – |
EXXON MOBIL CORP | Common Stock | 2K | 29 | – |
ELORO RESOURCES LTD F | Common Stock | 6K | 2K | – |
INVESCO DB COMMODITY | INDEX TRACKING FUND | 3K | 180 | – |
ISHARES MSCI EMERGING | MARKETS ETF | 13K | 240 | – |
SCHWAB US SMALL CAP ETF | ETF | 15K | 150 | – |
VANGUARD HEALTH CARE | ETF | 18K | 78 | – |
APPLE INC | Common Stock | 68K | 560 | – |
VANECK VECTORS JUNIOR | GOLD MINERS ETF | 7K | 150 | – |
SPDR GOLD SHARES ETF | ETF | 10K | 65 | – |
CHARLES SCHWAB US MC | ETF | 15K | 195 | – |
ISHARES CORE US | AGGREGATE BOND ETF | 6K | 50 | – |
CRESCO LABS INC F | Common Stock | 625 | 50 | – |
WALT DISNEY CO | Common Stock | 4K | 20 | – |
KROGER CO | Common Stock | 2K | 46 | – |
PFIZER INC | Common Stock | 1K | 31 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 5K | 35 | – |
VIATRIS INC | Common Stock | 740 | 53 | – |
ARK NEXT GENERATION | INTERNET ETF | 37K | 250 | – |
VANECK VECTORS GOLD | MINERS ETF | 18K | 550 | – |
ISHARES GOLD ETF | ETF | 42K | 3K | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 38K | 550 | – |
SCHWAB US SMALL CAP ETF | ETF | 82K | 825 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 328K | 5K | – |
ISHARES SILVER TRUST | ETF | 23K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 101K | 1K | – |
SCHWAB US LARGE CAP | GROWTH ETF | 8K | 60 | – |
ARK INNOVATION ETF | ETF | 12K | 100 | – |
VANECK VECTORS GOLD | MINERS ETF | 7K | 200 | – |
SCHWAB US SMALL CAP ETF | ETF | 61K | 610 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 104K | 1K | – |
SCHWAB US LARGE CAP | VALUE ETF | 13K | 200 | – |
ISHARES GOLD ETF | ETF | 6K | 350 | – |
ISHARES GOLD ETF | ETF | 6K | 350 | – |
SCHWAB US SMALL CAP ETF | ETF | 15K | 150 | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 28K | 400 | – |
SCHWAB US LARGE CAP | VALUE ETF | 23K | 350 | – |
PINTEREST INC | CLASS A | 7K | 100 | – |
PALANTIR TECHNOLOGIES IN | CLASS A | 7K | 300 | – |
PHILIP MORRIS INTL | Common Stock | 22K | 245 | – |
ARK NEXT GENERATION | INTERNET ETF | 24K | 160 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 8K | 59 | – |
ARK NEXT GENERATION | INTERNET ETF | 2K | 14 | – |
SCHWAB US SMALL CAP ETF | ETF | 2K | 22 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 30K | 410 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 20K | 155 | – |
CHARLES SCHWAB US MC | ETF | 2K | 30 | – |
SCHWAB US LARGE CAP ETF | ETF | 11K | 110 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 8K | 115 | – |
APPLE INC | Common Stock | 34K | 275 | – |
ABBVIE INC | Common Stock | 12K | 113 | – |
AURORA CANNABIS INC F | Common Stock | 196 | 21 | – |
AMAZON.COM INC | Common Stock | 25K | 8 | – |
BOEING CO | Common Stock | 15K | 58 | – |
CANOPY GROWTH CORP F | Common Stock | 16K | 500 | – |
CRESCO LABS INC F | Common Stock | 6K | 500 | – |
CAMPING WORLD HOLDINGS I | CLASS A | 3K | 77 | – |
DOLLAR GENERAL CORP | Common Stock | 26K | 129 | – |
FEDEX CORP | Common Stock | 9K | 30 | – |
CORNING INC | Common Stock | 19K | 445 | – |
GW PHARMACEUTIC PLC F | SPONSORED ADR | 8K | 38 | – |
JOHNSON CONTROLS INTER F | Common Stock | 3K | 51 | – |
JOHNSON & JOHNSON | Common Stock | 9K | 55 | – |
LIBERTY BROADBAND CO | CLASS C | 3K | 20 | – |
CHENIERE ENERGY INC | Common Stock | 5K | 70 | – |
LOWES COS INC | Common Stock | 58K | 303 | – |
LIBERTY MEDIA CORP | SERIES C LIBERTY SIRIUS | 4K | 90 | – |
MEDTRONIC PLC F | Common Stock | 6K | 50 | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 28K | 406 | – |
MICROSOFT CORP | Common Stock | 12K | 51 | – |
MOTOROLA SOLUTIONS | Common Stock | 10K | 54 | – |
NEWAGE INC | Common Stock | 686 | 240 | – |
NEXTERA ENERGY INC | Common Stock | 67K | 891 | – |
NETFLIX INC | Common Stock | 8K | 15 | – |
9 METERS BIOPHARMA INC | Common Stock | 4K | 4K | – |
NUTRIEN LTD F | Common Stock | 7K | 126 | – |
NOVARTIS AG F | SPONSORED ADR | 7K | 80 | – |
SKECHERS U S A INC | CLASS A | 8K | 200 | – |
CONSTELLATION BRAND | CLASS A | 217K | 953 | – |
A T & T INC | Common Stock | 9K | 303 | – |
TE CONNECTIVITY LTD F | Common Stock | 7K | 54 | – |
VANGUARD GROWTH ETF | ETF | 37K | 145 | – |
WELLS FARGO & CO | Common Stock | 3K | 84 | – |
WALMART INC | Common Stock | 14K | 104 | – |
YUM BRANDS INC | Common Stock | 23K | 216 | – |
YUM CHINA HOLDINGS INC | Common Stock | 12K | 203 | – |
ARK INNOVATION ETF | ETF | 12K | 100 | – |
ARK NEXT GENERATION | INTERNET ETF | 19K | 130 | – |
BIGCOMMERCE HLDGS INC | Common Stock | 6K | 100 | – |
BOX INC | CLASS A | 5K | 200 | – |
VANECK VECTORS JUNIOR | GOLD MINERS ETF | 9K | 200 | – |
SPDR GOLD SHARES ETF | ETF | 45K | 280 | – |
KAANAPALI LAND LLC | Common Stock | 243 | 10 | – |
SCHWAB US SMALL CAP ETF | ETF | 15K | 150 | – |
SPDR GOLD SHARES ETF | ETF | 14K | 85 | – |
ISHARES SILVER TRUST | ETF | 2K | 95 | – |
SPDR GOLD SHARES ETF | ETF | 6K | 35 | – |
BROADRIDGE FINL SOLU | Common Stock | 2K | 10 | – |
GENERAL ELECTRIC CO | Common Stock | 788 | 60 | – |
PROCTER & GAMBLE | Common Stock | 8K | 60 | – |
EXXON MOBIL CORP | Common Stock | 2K | 30 | – |
FIRST MIDWEST BANCRP | Common Stock | 57K | 3K | – |
SPDR GOLD SHARES ETF | ETF | 10K | 60 | – |
SCHWAB US SMALL CAP ETF | ETF | 15K | 150 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 14K | 190 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 12K | 90 | – |
CHARLES SCHWAB US MC | ETF | 14K | 185 | – |
CSX CORP | Common Stock | 18K | 190 | – |
DOMINION ENERGY INC | Common Stock | 21K | 282 | – |
DUKE ENERGY CORP | Common Stock | 12K | 121 | – |
ISHARES GOLD ETF | ETF | 23K | 1K | – |
INTEL CORP | Common Stock | 16K | 257 | – |
JOHNSON & JOHNSON | Common Stock | 16K | 95 | – |
KIMBERLY CLARK CORP | Common Stock | 12K | 88 | – |
NEXTERA ENERGY INC | Common Stock | 20K | 260 | – |
SUBURBAN PROPANE PART LP | Common Stock | 2K | 111 | – |
VERIZON COMMUNICATN | Common Stock | 16K | 283 | – |
WALT DISNEY CO | Common Stock | 9K | 50 | – |
ISHARES GOLD ETF | ETF | 13K | 800 | – |
MFS INTERMEDIATE INCOME | Common Stock | 606 | 163 | – |
BRCLYS BK IPATH BLOOM | COMMODITY ETN | 8K | 330 | – |
SPDR GOLD SHARES ETF | ETF | 18K | 115 | – |
BRCLY BK PLC IPTH | CORP ACT | 9K | 300 | – |
SPDR GOLD SHARES ETF | ETF | 6K | 40 | – |
BP PLC F | SPONSORED ADR | 10K | 423 | – |
EXELON CORP | Common Stock | 9K | 205 | – |
ISHARES GOLD ETF | ETF | 6K | 350 | – |
SOUTHERN CO | Common Stock | 26K | 416 | – |
GENERAL MOTORS CO | Common Stock | 517 | 9 | – |
MICROSOFT CORP | Common Stock | 5K | 20 | – |
SCHWAB US SMALL CAP ETF | ETF | 28K | 283 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 22K | 169 | – |
CHARLES SCHWAB US MC | ETF | 26K | 348 | – |
SCHWAB US AGGREGATE BOND | ETF | 19K | 354 | – |
INVESCO SENIOR INCM TR | Common Stock | 1K | 285 | – |
DRAFTKINGS INC | Common Stock | 6K | 100 | – |
SPDR GOLD SHARES ETF | ETF | 4K | 27 | – |
VANGUARD REAL ESTATE | ETF | 5K | 50 | – |
GLOBAL X DATA CENTER | REITS & DIGITAL | 8K | 500 | – |
WALT DISNEY CO | Common Stock | 15K | 80 | – |
ISHARES GOLD ETF | ETF | 12K | 720 | – |
SCHWAB US SMALL CAP ETF | ETF | 20K | 200 | – |
SCHWAB INTERNATIONAL | EQUITY ETF | 8K | 215 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 19K | 150 | – |
CHARLES SCHWAB US REIT | ETF | 5K | 128 | – |
CHARLES SCHWAB US MC | ETF | 17K | 223 | – |
SPDR GOLD SHARES ETF | ETF | 13K | 80 | – |
SPDR GOLD SHARES ETF | ETF | 6K | 40 | – |
GENERAL ELECTRIC CO | Common Stock | 788 | 60 | – |
PROCTER & GAMBLE | Common Stock | 8K | 60 | – |
EXXON MOBIL CORP | Common Stock | 2K | 29 | – |
ARK NEXT GENERATION | INTERNET ETF | 37K | 250 | – |
SPDR GOLD SHARES ETF | ETF | 96K | 600 | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 55K | 800 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 31K | 240 | – |
SCHWAB US LARGE CAP | VALUE ETF | 52K | 800 | – |
ARK INNOVATION ETF | ETF | 5K | 45 | – |
LUMEN TECHNOLOGIES INC | Common Stock | 1K | 90 | – |
ARK NEXT GENERATION | INTERNET ETF | 4K | 29 | – |
SCHWAB US SMALL CAP ETF | ETF | 2K | 25 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 30K | 410 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 16K | 120 | – |
CHARLES SCHWAB US MC | ETF | 4K | 60 | – |
SCHWAB US LARGE CAP ETF | ETF | 10K | 100 | – |
PALANTIR TECHNOLOGIES IN | CLASS A | 3K | 150 | – |
SPIRIT AIRLINES | Common Stock | 7K | 200 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 10K | 143 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 3K | 20 | – |
SCHWAB US LARGE CAP | VALUE ETF | 3K | 40 | – |
SPDR GOLD SHARES ETF | ETF | 13K | 80 | – |
ARK NEXT GENERATION | INTERNET ETF | 38K | 260 | – |
ARK NEXT GENERATION | INTERNET ETF | 1K | 8 | – |
SCHWAB US SMALL CAP ETF | ETF | 498 | 5 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 1K | 20 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 2K | 18 | – |
CHARLES SCHWAB US MC | ETF | 595 | 8 | – |
SCHWAB US LARGE CAP ETF | ETF | 2K | 20 | – |
SPDR GOLD SHARES ETF | ETF | 18K | 115 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 69K | 950 | – |
SCHWAB US SMALL CAP ETF | ETF | 2K | 23 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 2K | 25 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 2K | 18 | – |
SCHWAB US LARGE CAP ETF | ETF | 3K | 28 | – |
AMERICAN INTL HLDGS | Common Stock | 2K | 12K | – |
ASCENT SOLAR TECH | Common Stock | 1K | 38K | – |
CENTURY CASINOS INC | Common Stock | 5K | 475 | – |
DRAFTKINGS INC | Common Stock | 4K | 66 | – |
IMC INTL MNG CORP F | Common Stock | 623 | 4K | – |
ISHARES GOLD ETF | ETF | 6K | 350 | – |
SPDR GOLD SHARES ETF | ETF | 6K | 40 | – |
VANECK VECTORS | MORNINGSTAR WIDE MOAT | 9K | 125 | – |
SCHWAB US SMALL CAP ETF | ETF | 10K | 100 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 106K | 1K | – |
SCHWAB US LARGE CAP | GROWTH ETF | 7K | 52 | – |
SCHWAB US LARGE CAP | VALUE ETF | 8K | 130 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 19K | 150 | – |
SCHWAB US LARGE CAP | VALUE ETF | 13K | 192 | – |
VANGUARD GROWTH ETF | ETF | 8K | 31 | – |
VANGUARD FTSE EMERGING | MARKETS ETF | 1K | 25 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 17K | 130 | – |
SCHWAB US AGGREGATE BOND | ETF | 9 | 0 | – |
APPLE INC | Common Stock | 42K | 340 | – |
AMAZON.COM INC | Common Stock | 15K | 5 | – |
BERKSHIRE HATHAWAY | CLASS B | 22K | 85 | – |
BLACKSTONE GROUP INC | Common Stock | 15K | 200 | – |
COSTCO WHOLESALE CO | Common Stock | 35K | 100 | – |
JOHNSON & JOHNSON | Common Stock | 27K | 165 | – |
JPMORGAN CHASE & CO | Common Stock | 27K | 180 | – |
MICROSOFT CORP | Common Stock | 24K | 100 | – |
NORFOLK SOUTHERN CO | Common Stock | 48K | 180 | – |
PEPSICO INC | Common Stock | 14K | 100 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 28K | 390 | – |
FIRST MIDWEST BANCRP | Common Stock | 426K | 19K | – |
ISHARES GOLD ETF | ETF | 11K | 700 | – |
SCHWAB US BROAD MARKET | ETF | 19K | 200 | – |
WABTEC | Common Stock | 79 | 1 | – |
WELLS FARGO & CO | Common Stock | 742 | 19 | – |
WINTRUST FINL | Common Stock | 427K | 6K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 29K | 400 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 9K | 125 | – |
ARK NEXT GENERATION | INTERNET ETF | 1K | 8 | – |
SCHWAB US SMALL CAP ETF | ETF | 498 | 5 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 1K | 20 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 2K | 18 | – |
CHARLES SCHWAB US MC | ETF | 595 | 8 | – |
SCHWAB US LARGE CAP ETF | ETF | 2K | 20 | – |
VANECK VECTORS GOLD | MINERS ETF | 9K | 280 | – |
SPDR GOLD SHARES ETF | ETF | 26K | 160 | – |
SCHWAB US SMALL CAP ETF | ETF | 15K | 150 | – |
SCHWAB US LARGE CAP | VALUE ETF | 20K | 300 | – |
ARK NEXT GENERATION | INTERNET ETF | 1K | 8 | – |
SCHWAB US SMALL CAP ETF | ETF | 498 | 5 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 1K | 20 | – |
SCHWAB US LARGE CAP | GROWTH ETF | 2K | 18 | – |
CHARLES SCHWAB US MC | ETF | 595 | 8 | – |
SCHWAB US LARGE CAP ETF | ETF | 2K | 20 | – |
VANGUARD SMALL CAP ETF | ETF | 7K | 35 | – |
VANGUARD SHORT TERM COR | BD ETF | 5K | 55 | – |
ABBVIE INC | COMMON STOCK | 11K | 100 | – |
BERKSHIRE HATHAWAY | CLASS B | 169K | 620 | – |
COMCAST CORP | CLASS A | 18K | 324 | – |
A T & T INC | COMMON STOCK | 60K | 2K | – |
VERIZON COMMUNICATN | COMMON STOCK | 43K | 792 | – |
ARK INNOVATION ETF | ETF | 14K | 125 | – |
DOW INC | COMMON STOCK | 4K | 75 | – |
FREEPORT-MCMORAN INC | COMMON STOCK | 2K | 50 | – |
MODERNA INC | COMMON STOCK | 10K | 25 | – |
MICROSOFT CORP | COMMON STOCK | 4K | 13 | – |
SCOTTS MIRACLE GRO CO | COMMON STOCK | 4K | 25 | – |
TILRAY INC | COMMON STOCK | 564 | 50 | – |
ISHARES EMERGING MARKETS | DIV ETF | 6K | 160 | – |
WISDOMTREE EUROPE HEDGED | EQTY ETF | 8K | 100 | – |
IBM CORP | COMMON STOCK | 5K | 34 | – |
SCHWAB US SMALL CAP ETF | ETF | 10K | 95 | – |
SPAC AND NEW ISSUE ETF | ETF | 7K | 232 | – |
VANGUARD MID CAP ETF IV | ETF | 8K | 34 | – |
TECHNOLOGY SELECT SECTOR | SPDR ETF IV | 11K | 77 | – |
CHEVRON CORP | COMMON STOCK | 6K | 60 | – |
3D SYSTEMS CORP | COMMON STOCK | 3K | 100 | – |
SPDR GOLD SHARES ETF | ETF | 6K | 35 | – |
LAKELAND INDUSTRIES | COMMON STOCK | 2K | 100 | – |
MATTEL INC. | COMMON STOCK | 835 | 45 | – |
TESLA INC | COMMON STOCK | 174K | 225 | – |
APPLE INC | COMMON STOCK | 57K | 400 | – |
BRISTOL-MYERS SQUIBB | COMMON STOCK | 12K | 200 | – |
FACEBOOK INC | CLASS A | 34K | 100 | – |
THE COCA-COLA CO | COMMON STOCK | 10K | 200 | – |
PROCTER & GAMBLE | COMMON STOCK | 28K | 200 | – |
STARBUCKS CORP | COMMON STOCK | 22K | 200 | – |
AMC ENTERTAINMENT | CLASS A | 3K | 80 | – |
ISHARES IBOXX HIGH YIELD | BOND ETF IV | 7K | 74 | – |
PFIZER INC | COMMON STOCK | 55K | 1K | – |
VIATRIS INC | COMMON STOCK | 2K | 153 | – |
DIMENSIONAL U S SMALL | CAP ETF | 16K | 270 | – |
THE COCA-COLA CO | COMMON STOCK | 22K | 418 | – |
SCHWAB INTERNATIONAL | EQUITY ETF | 12K | 315 | – |
SPDR GOLD SHARES ETF | ETF | 8K | 50 | – |
THERALASE TECHNOLOGY F | COMMON STOCK | 835 | 5K | – |
APPLE INC | COMMON STOCK | 672K | 5K | – |
COMCAST CORP | CLASS A | 8K | 144 | – |
WALT DISNEY CO | COMMON STOCK | 17K | 100 | – |
DUKE ENERGY CORP | COMMON STOCK | 4K | 43 | – |
ENBRIDGE INC F | COMMON STOCK | 4K | 100 | – |
INTEL CORP | COMMON STOCK | 5K | 100 | – |
THE COCA-COLA CO | COMMON STOCK | 10K | 200 | – |
L3HARRIS TECHNOLOGIES IN | COMMON STOCK | 4K | 20 | – |
SOUTHWEST AIRLINES | COMMON STOCK | 5K | 100 | – |
METLIFE INC | COMMON STOCK | 6K | 100 | – |
ETFMG ALTERNATIVE | HARVEST ETF | 4K | 300 | – |
OCCIDENTAL PETROL CO | COMMON STOCK | 3K | 100 | – |
PEOPLES BANCORP INC | COMMON STOCK | 3K | 100 | – |
PFIZER INC | COMMON STOCK | 4K | 100 | – |
VECTRUS INC | COMMON STOCK | 5K | 100 | – |
VIATRIS INC | COMMON STOCK | 163 | 12 | – |
WABTEC | COMMON STOCK | 86 | 1 | – |
WELLS FARGO & CO | COMMON STOCK | 14K | 300 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 20K | 750 | – |
DROPBOX INC | COMMON STOCK | 1K | 50 | – |
HORIZON THERAPEUTICS P F | COMMON STOCK | 4K | 35 | – |
NIO INC F | SPONSORED ADR | 2K | 47 | – |
PFIZER INC | COMMON STOCK | 3K | 68 | – |
SCHWAB INTERNATIONAL | EQUITY ETF | 10K | 261 | – |
SCHWAB US LARGE CAP ETF | ETF | 15K | 145 | – |
SCHWAB US AGGREGATE BOND | ETF | 3K | 52 | – |
VIATRIS INC | COMMON STOCK | 108 | 8 | – |
ISHARES GLOBAL UTILITIES | ETF IV | 8K | 140 | – |
ROCKY BRANDS INC | COMMON STOCK | 1K | 25 | – |
PRUDENTIAL FINL | COMMON STOCK | 6K | 60 | – |
BP PLC F | SPONSORED ADR | 5K | 190 | – |
LINDE PLC F | COMMON STOCK | 40K | 136 | – |
OCCIDENTAL PETROL CO | COMMON STOCK | 2K | 65 | – |
A T & T INC | COMMON STOCK | 33K | 1K | – |
WISDOMTREE EMRG MRKT HG | DIV ETF | 5K | 115 | – |
SPDR GOLD SHARES ETF | ETF | 26K | 156 | – |
URANIUM ENERGY CORP | COMMON STOCK | 13K | 4K | – |
WISDOMTREE INTERNATIONAL | EQY ETF | 7K | 125 | – |
VANGUARD GROWTH ETF | ETF | 29K | 100 | – |
VANGUARD UTILITIES ETF | ETF | 8K | 57 | – |
ARK GENOMIC REVOLUTION | ETF | 4K | 54 | – |
ARK INNOVATION ETF | ETF | 7K | 65 | – |
GLOBAL X ROBOTICS ARTFCL | INTLGNC ETF | 6K | 160 | – |
BLACKSTONE INC | COMMON STOCK | 12K | 100 | – |
NEWELL BRANDS INC | COMMON STOCK | 3K | 125 | – |
INVESCO S&P 500 EQUAL | WEIGHT CONSUMER STAPLES | 4K | 29 | – |
PROCURE SPACE ETF | ETF | 4K | 125 | – |
VANGUARD INDUSTRIALS | ETF IV | 5K | 25 | – |
SPDR FUND CONSUMER | DISCRE SEL ETF IV | 9K | 51 | – |
WALT DISNEY CO | COMMON STOCK | 8K | 50 | – |
FORD MOTOR CO | COMMON STOCK | 6K | 400 | – |
SPDR GOLD SHARES ETF | ETF | 7K | 40 | – |
CHENIERE ENERGY INC | COMMON STOCK | 10K | 100 | – |
MOLSON COORS BEVERAGE CL | CLASS B | 5K | 100 | – |
SPDR GOLD SHARES ETF | ETF | 19K | 118 | – |
FORD MOTOR CO | COMMON STOCK | 20K | 1K | – |
GENERAL ELECTRIC CO | COMMON STOCK | 14K | 137 | – |
WABTEC | COMMON STOCK | 431 | 5 | – |
AMAZON.COM INC | COMMON STOCK | 53K | 16 | – |
CHARTER COMMUNICATN | CLASS A | 2K | 3 | – |
COMCAST CORP | CLASS A | 5K | 96 | – |
SPDR GOLD SHARES ETF | ETF | 23K | 140 | – |
ALPHABET INC. | CLASS C | 40K | 15 | – |
ALPHABET INC. | CLASS A | 40K | 15 | – |
MICROSOFT CORP | COMMON STOCK | 56K | 200 | – |
NETFLIX INC | COMMON STOCK | 61K | 100 | – |
A T & T INC | COMMON STOCK | 2K | 62 | – |
WISDOMTREE EMRG MRKT HG | DIV ETF | 94K | 2K | – |
ISHARES GLOBAL UTILITIES | ETF IV | 72K | 1K | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 77K | 500 | – |
VANGUARD UTILITIES ETF | ETF | 77K | 550 | – |
SCHWAB US BROAD MARKET | ETF | 20K | 189 | – |
SCHWAB EMERGING MARKETS | EQUITY ETF | 6K | 186 | – |
SCHWAB INTERNATIONAL | EQUITY ETF | 6K | 159 | – |
CHARLES SCHWAB US REIT | ETF | 5K | 107 | – |
APPLE INC | COMMON STOCK | 35K | 248 | – |
AMERICAN WATER WORKS | COMMON STOCK | 25K | 150 | – |
DIMENSIONAL U S SMALL | CAP ETF | 14K | 250 | – |
DIMENSIONAL U S EQUITY | ETF | 55K | 1K | – |
PUB SVC ENTERPISE GP | COMMON STOCK | 12K | 200 | – |
RE/MAX HLDG INC | CLASS A | 3K | 100 | – |
THE COCA-COLA CO | COMMON STOCK | 903 | 17 | – |
BRISTOL-MYERS SQUIBB | COMMON STOCK | 31K | 527 | – |
ISHARES IBOXX HIGH YIELD | BOND ETF IV | 7K | 74 | – |
LILLY ELI & CO | COMMON STOCK | 60K | 258 | – |
MERCK & CO. INC. | COMMON STOCK | 15K | 194 | – |
ORGANON & CO | COMMON STOCK | 628 | 19 | – |
PFIZER INC | COMMON STOCK | 11K | 262 | – |
VIATRIS INC | COMMON STOCK | 427 | 31 | – |
BRIGHTHOUSE FINL INC0050 | COMMON STOCK | 136 | 3 | – |
CHEMOURS CO | COMMON STOCK | 2K | 80 | – |
CAMPBELL SOUP CO | COMMON STOCK | 15K | 350 | – |
CORTEVA INC | COMMON STOCK | 7K | 170 | – |
CHEVRON CORP | COMMON STOCK | 119K | 1K | – |
DUPONT DE NEMOURS INC | COMMON STOCK | 12K | 170 | – |
DOW INC | COMMON STOCK | 10K | 170 | – |
METLIFE INC | COMMON STOCK | 2K | 37 | – |
PFIZER INC | COMMON STOCK | 47K | 1K | – |
VIATRIS INC | COMMON STOCK | 2K | 134 | – |
SCHWAB US SMALL CAP ETF | ETF | 21K | 213 | – |
CHARLES SCHWAB US MC | ETF | 32K | 422 | – |
A T & T INC | COMMON STOCK | 21K | 795 | – |
CHEVRON CORP | COMMON STOCK | 70K | 686 | – |
WISDOMTREE EMRG MRKT HG | DIV ETF | 33K | 750 | – |
SPDR DOW JONES INTER | REAL EST ETF IV | 13K | 380 | – |
VANGUARD UTILITIES ETF | ETF | 21K | 150 | – |
IBM CORP | COMMON STOCK | 128K | 924 | – |
WALT DISNEY CO | COMMON STOCK | 5K | 30 | – |
MCDONALDS CORP | COMMON STOCK | 24K | 100 | – |
MOTOROLA SOLUTIONS | COMMON STOCK | 7K | 30 | – |
AFTERMASTER INC | COMMON STOCK | 8 | 82K | – |
AMC ENTERTAINMENT | CLASS A | 2K | 60 | – |
AMPHENOL CORP | CLASS A | 4K | 50 | – |
JOHNSON & JOHNSON | COMMON STOCK | 55K | 341 | – |
KRAFT HEINZ CO | COMMON STOCK | 10K | 263 | – |
THE COCA-COLA CO | COMMON STOCK | 55K | 1K | – |
LILLY ELI & CO | COMMON STOCK | 84K | 366 | – |
MCDONALDS CORP | COMMON STOCK | 30K | 126 | – |
MONDELEZ INTL | CLASS A | 4K | 73 | – |
PFIZER INC | COMMON STOCK | 17K | 387 | – |
PROCTER & GAMBLE | COMMON STOCK | 53K | 378 | – |
RYAN SPECIALTY GROUP HLD | COMMON STOCK | 3K | 100 | – |
VIATRIS INC | COMMON STOCK | 633 | 47 | – |
WEBER INC | CLASS A | 4K | 200 | – |
WISDOMTREE EMRG MRKT HG | DIV ETF | 6K | 135 | – |
ISHARES GLOBAL UTILITIES | ETF IV | 8K | 140 | – |
VANGUARD ENERGY ETF | ETF | 7K | 100 | – |
AFLAC INC | COMMON STOCK | 10K | 200 | – |
BOSTON OMAHA CORP 00500 | CLASS A | 4K | 100 | – |
COGNEX CORP | COMMON STOCK | 16K | 200 | – |
GENERAL MILLS INC | COMMON STOCK | 3K | 50 | – |
INTEL CORP | COMMON STOCK | 16K | 300 | – |
ISHARES GLOBAL UTILITIES | ETF IV | 6K | 100 | – |
MERCADOLIBRE INC | COMMON STOCK | 17K | 10 | – |
MARKEL CORP | COMMON STOCK | 18K | 15 | – |
PAYPAL HOLDINGS INCORPOR | COMMON STOCK | 39K | 150 | – |
RAVEN INDUSTRIES INC | COMMON STOCK | 12K | 200 | – |
STARBUCKS CORP | COMMON STOCK | 11K | 100 | – |
SCOTTS MIRACLE GRO CO | COMMON STOCK | 15K | 100 | – |
STAAR SURGICAL CO | COMMON STOCK | 13K | 100 | – |
CME GROUP INC | CLASS A | 5K | 27 | – |
ETFMG PRIME CYBER | SECURITY ETF | 10K | 160 | – |
ROBOTICS AND ARTIFICIAL | MULTISE ETF | 5K | 126 | – |
INVESCO AEROSPACE & | DEFENSE ETF | 11K | 150 | – |
VANGUARD S&P SMALL CAP | 600 ETF IV | 10K | 51 | – |
INVESCO S & P MIDCAP | MOMENTUM ETF | 7K | 83 | – |
SCHWAB US LARGE CAP ETF | ETF | 13K | 125 | – |
3M CO | COMMON STOCK | 57K | 323 | – |
ISHARES GLOBAL UTILITIES | ETF IV | 29K | 500 | – |
ARK INNOVATION ETF | ETF | 25K | 225 | – |
DIMENSIONAL U S SMALL | CAP ETF | 60K | 1K | – |
SCHWAB INTERNATIONAL | EQUITY ETF | 46K | 1K | – |
BEYOND MEAT INC | COMMON STOCK | 5K | 50 | – |
WALT DISNEY CO | COMMON STOCK | 10K | 58 | – |
ALPHABET INC. | CLASS C | 27K | 10 | – |
ALPHABET INC. | CLASS A | 27K | 10 | – |
GXO LOGISTICS INC | COMMON STOCK | 8K | 100 | – |
CONSTELLATION BRAND | CLASS A | 11K | 52 | – |
XPO LOGISTICS INC | COMMON STOCK | 8K | 100 | – |
WALT DISNEY CO | COMMON STOCK | 7K | 40 | – |
ISHARES US UTILITIES | ETF IV | 55K | 700 | – |
ABBVIE INC | COMMON STOCK | 3K | 26 | – |
ABBOTT LABORATORIES | COMMON STOCK | 14K | 115 | – |
BRISTOL-MYERS SQUIBB | COMMON STOCK | 3K | 59 | – |
FORD MOTOR CO | COMMON STOCK | 7K | 500 | – |
GENERAL ELECTRIC CO | COMMON STOCK | 3K | 27 | – |
GILEAD SCIENCES INC | COMMON STOCK | 8K | 115 | – |
IBM CORP | COMMON STOCK | 14K | 100 | – |
INTEL CORP | COMMON STOCK | 16K | 308 | – |
JOHNSON & JOHNSON | COMMON STOCK | 9K | 54 | – |
ISHARES GLOBAL UTILITIES | ETF IV | 14K | 238 | – |
MICROSOFT CORP | COMMON STOCK | 16K | 56 | – |
QUANTUMSCAPE CORP | CLASS A | 10K | 400 | – |
SCHWAB EMERGING MARKETS | EQUITY ETF | 7K | 224 | – |
SPDR S&P DIVIDEND ETF IV | ETF | 14K | 123 | – |
STORE CAPITAL CORP | REIT | 7K | 203 | – |
A T & T INC | COMMON STOCK | 2K | 86 | – |
WALGREENS BOOTS ALLI | COMMON STOCK | 10K | 223 | – |
W E C ENERGY GROUP INC | COMMON STOCK | 20K | 231 | – |
WALMART INC | COMMON STOCK | 954 | 7 | – |
PRUDENTIAL FINL | COMMON STOCK | 6K | 60 | – |
COMCAST CORP | CLASS A | 6K | 104 | – |
A T & T INC | COMMON STOCK | 23K | 855 | – |
FIFTH THIRD BANCORP | COMMON STOCK | 92K | 2K | – |
WALGREENS BOOTS ALLI | COMMON STOCK | 7K | 150 | – |
FIRST MERCHANTS CORP | COMMON STOCK | 43K | 1K | – |
RETAIL PPTY AMERICA | REIT | 32K | 3K | – |
AMERIPRISE FINL | COMMON STOCK | 8K | 31 | – |
AMERICAN EXPRESS CO | COMMON STOCK | 25K | 151 | – |
SCHWAB US SMALL CAP ETF | ETF | 8K | 75 | – |
SCHWAB EMERGING MARKETS | EQUITY ETF | 4K | 140 | – |
SCHWAB INTERNATIONAL | EQUITY ETF | 8K | 200 | – |
SCHWAB US LARGE CAP ETF | ETF | 12K | 120 | – |
VANGUARD SHORT TERM COR | BD ETF | 25K | 316 | – |
DIMENSIONAL WORLD EQUITY | ETF | 53K | 860 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 147K | 4K | – |
DIMENSIONAL U S EQUITY | ETF | 63K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 81K | 3K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 257K | 8K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 109K | 3K | – |
DIMENSIONAL INTERN HIGH | PROFIT ETF | 48K | 2K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 50K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 132K | 4K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 89K | 1K | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 27K | 535 | – |
VANGUARD VALUE ETF | ETF | 124K | 738 | – |
VANGUARD GROWTH ETF | ETF | 126K | 342 | – |
PUB SVC ENTERPISE GP | COMMON STOCK | 89K | 1K | – |
SPDR S&P 500 ETF | ETF | 140K | 255 | – |
VANGUARD GROWTH ETF | ETF | 137K | 373 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 39K | 688 | – |
DIMENSIONAL WORLD EQUITY | ETF | 24K | 392 | – |
DIMENSIONAL WORLD EQUITY | ETF | 22K | 365 | – |
VANGUARD GROWTH ETF | ETF | 14K | 38 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 8K | 146 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 4K | 115 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 6K | 236 | – |
VANGUARD GROWTH ETF | ETF | 739 | 2 | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 153 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 10K | 322 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 7K | 214 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 17K | 334 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 11K | 157 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 4K | 99 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 18K | 445 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 18K | 357 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 214 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 2K | 97 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 137 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 420K | 13K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 226K | 9K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 117K | 3K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 115K | 4K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 215K | 5K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 31K | 571 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 47K | 2K | – |
VANGUARD GROWTH ETF | ETF | 385K | 1K | – |
DIMENSIONAL US REAL | ESTATE ETF | 59K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 60K | 1K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 253K | 7K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 144K | 6K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 51K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 2K | 56 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 137K | 5K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 131K | 4K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 51K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 94K | 885 | – |
VANGUARD SHORT TERM | TREASURY ETF | 32K | 551 | – |
ALT HSE CANNABIS INC F | COMMON STOCK | 0 | 10 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 259K | 8K | – |
DIMENSIONAL WORLD EQUITY | ETF | 379K | 6K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 195K | 6K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 125K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 105K | 2K | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 112K | 1K | – |
VANGUARD GROWTH ETF | ETF | 266K | 725 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 56K | 2K | – |
DIMENSIONAL U S SMALL | CAP ETF | 32K | 496 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 145K | 4K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 52K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 40K | 1K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 22K | 721 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 80K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 5K | 102 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 45K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 5K | 75 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 46K | 1K | – |
VANGUARD SHORT TERM | TREASURY ETF | 17K | 286 | – |
DIMENSIONAL WORLD EQUITY | ETF | 79K | 1K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 70K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 34K | 591 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 34K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 10K | 157 | – |
DIMENSIONAL WORLD EQUITY | ETF | 13K | 210 | – |
VANGUARD GROWTH ETF | ETF | 8K | 23 | – |
DIMENSIONAL US REAL | ESTATE ETF | 8K | 347 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 19K | 337 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 44K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 31K | 445 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 15K | 183 | – |
VANGUARD MID CAP GROWTH | ETF | 14K | 61 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 53K | 1K | – |
SPDR S&P 500 ETF | ETF | 13K | 23 | – |
VANGUARD GROWTH ETF | ETF | 38K | 102 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 53K | 921 | – |
DIMENSIONAL U S EQUITY | ETF | 105K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 10K | 96 | – |
VANGUARD SHORT TERM | TREASURY ETF | 40K | 676 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 396K | 12K | – |
DIMENSIONAL US REAL | ESTATE ETF | 42K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 82K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 114K | 4K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 117K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 8K | 163 | – |
VANGUARD MID CAP GROWTH | ETF | 71K | 305 | – |
VANGUARD GROWTH ETF | ETF | 293K | 798 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 25K | 748 | – |
VANGUARD GROWTH ETF | ETF | 37K | 100 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 61K | 1K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 94K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 62K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 52K | 1K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 199K | 6K | – |
DIMENSIONAL WORLD EQUITY | ETF | 22K | 358 | – |
DIMENSIONAL WORLD EQUITY | ETF | 11K | 174 | – |
DIMENSIONAL US REAL | ESTATE ETF | 30K | 1K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 38K | 1K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 30K | 1K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 23K | 827 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 24K | 732 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 138K | 4K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 67K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 66K | 3K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 51K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 34K | 906 | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 41K | 857 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 52K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 50K | 469 | – |
VANGUARD GROWTH ETF | ETF | 50K | 135 | – |
DIMENSIONAL INFLTN PRTD | SECRT ETF | 25K | 614 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 36K | 440 | – |
DIMENSIONAL WORLD EQUITY | ETF | 37K | 598 | – |
BAIDU INC F | SPONSORED ADR | 5K | 59 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 35K | 1K | – |
MEDTRONIC PLC F | COMMON STOCK | 129K | 2K | – |
VANGUARD GROWTH ETF | ETF | 66K | 179 | – |
GREAT WEST LIFECO F | COMMON STOCK | 5K | 168 | – |
REALTY INCOME CORP | REIT | 6K | 100 | – |
SCHWAB US SMALL CAP ETF | ETF | 44K | 850 | – |
T ROWE PRICE DIVIDEND | GROWTH ETF | 45K | 1K | – |
VANGUARD GROWTH ETF | ETF | 69K | 188 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 16K | 524 | – |
DIMENSIONAL US REAL | ESTATE ETF | 10K | 444 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 38K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 32K | 758 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 12K | 319 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 28K | 916 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 9K | 279 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 21K | 637 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 50K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 15K | 258 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 168K | 4K | – |
DIMENSIONAL U S EQUITY | ETF | 64K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 39K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 43K | 846 | – |
VANGUARD SHORT TERM COR | BD ETF | 240 | 3 | – |
VANGUARD SHORT TERM | TREASURY ETF | 255 | 4 | – |
VANGUARD VALUE ETF | ETF | 50K | 299 | – |
VANGUARD GROWTH ETF | ETF | 82K | 223 | – |
DIMENSIONAL WORLD EQUITY | ETF | 47K | 772 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 20K | 241 | – |
DIMENSIONAL WORLD EQUITY | ETF | 865 | 14 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 28 | – |
AMERICAN AIRLS GROUP | COMMON STOCK | 43 | 4 | – |
BAXTER INTERNTNL | COMMON STOCK | 6K | 180 | – |
COMCAST CORP | CLASS A | 4K | 108 | – |
CORTEVA INC | COMMON STOCK | 10K | 186 | – |
CVS HEALTH CORP | COMMON STOCK | 1K | 24 | – |
DUPONT DE NEMOURS INC IA | COMMON STOCK | 16K | 186 | – |
DIMENSIONAL U S SMALL | CAP ETF | 57K | 865 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 58K | 1K | – |
DOW INC | COMMON STOCK | 10K | 186 | – |
EDWARDS LIFESCIENCES | COMMON STOCK | 12K | 192 | – |
LINDE PLC F | COMMON STOCK | 327K | 720 | – |
LUMEN TECHNOLOGIES INC | COMMON STOCK | 13 | 4 | – |
OCCIDENTAL PETROL CO | COMMON STOCK | 27K | 448 | – |
PEPSICO INC | COMMON STOCK | 4K | 25 | – |
A T & T INC | COMMON STOCK | 7K | 371 | – |
TAKEDA PHARMA CO F | SPONSORED ADR | 2K | 125 | – |
VODAFONE GROUP F | SPONSORED ADR | 131 | 14 | – |
VERIZON COMMUNICATN | COMMON STOCK | 3K | 72 | – |
WARNER BROTHERS DISCOVER | COMMON STOCK | 770 | 89 | – |
W E C ENERGY GROUP INC | COMMON STOCK | 16K | 184 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 4K | 132 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 1K | 49 | – |
DIMENSIONAL U S SMALL | CAP ETF | 13 | 0 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 24 | 1 | – |
DIMENSIONAL WORLD EQUITY | ETF | 65K | 1K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 143K | 4K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 13K | 408 | – |
DIMENSIONAL WORLD EQUITY | ETF | 57K | 924 | – |
DIMENSIONAL WORLD EQUITY | ETF | 11K | 174 | – |
DIMENSIONAL US REAL | ESTATE ETF | 10K | 413 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 10K | 169 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 44K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 24K | 936 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 37K | 881 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 22K | 730 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 23K | 692 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 18K | 363 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 101K | 3K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 75K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 264K | 7K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 106K | 3K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 52K | 493 | – |
VANGUARD GROWTH ETF | ETF | 126K | 343 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 33K | 1K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 76K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 49K | 1K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 39K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 33K | 1K | – |
VANGUARD MID CAP GROWTH | ETF | 7K | 31 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 44 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 52K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 41K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 79K | 1K | – |
VANGUARD GROWTH ETF | ETF | 66K | 179 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 6K | 113 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 15K | 256 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 65K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 21K | 802 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 88K | 2K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 39K | 1K | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 35K | 737 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 40K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 52K | 1K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 1K | 31 | – |
NVIDIA CORP | COMMON STOCK | 234 | 2 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 66K | 3K | – |
VANGUARD SHORT TERM COR | BD ETF | 58 | 1 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 48K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 30K | 719 | – |
VANGUARD VALUE ETF | ETF | 20K | 117 | – |
DIMENSIONAL WORLD EQUITY | ETF | 928 | 15 | – |
DIMENSIONAL WORLD EQUITY | ETF | 13K | 203 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 10K | 201 | – |
APPLE INC | COMMON STOCK | 199K | 896 | – |
IDEXX LABS INC | COMMON STOCK | 36K | 76 | – |
PROCTER & GAMBLE | COMMON STOCK | 38K | 237 | – |
CONSTELLATION BRAND | CLASS A | 25K | 102 | – |
VISA INC | CLASS A | 26K | 96 | – |
VANGUARD SHORT TERM COR | BD ETF | 7K | 88 | – |
ISHARES GOLD ETF | ETF | 6K | 124 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 21K | 440 | – |
DIMENSIONAL US REAL | ESTATE ETF | 10K | 408 | – |
DIMENSIONAL U S SMALL | CAP ETF | 10K | 151 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 61K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 31K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 75K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 19K | 503 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 25K | 837 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 21K | 444 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 30K | 931 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 24K | 472 | – |
COCA-COLA EUROPACIFIC F | COMMON STOCK | 1K | 14 | – |
CORTEVA INC | COMMON STOCK | 224 | 4 | – |
DUPONT DE NEMOURS INC IA | COMMON STOCK | 335 | 4 | – |
DIMENSIONAL U S EQUITY | ETF | 99K | 2K | – |
DOW INC | COMMON STOCK | 218 | 4 | – |
MERCK & CO. INC. | COMMON STOCK | 3K | 27 | – |
ORGANON & CO | COMMON STOCK | 44 | 2 | – |
TRI CONTINENTAL CF | COMMON STOCK | 4K | 134 | – |
UNION PACIFIC CORP | COMMON STOCK | 3K | 11 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 23K | 451 | – |
CANNABIS SCIENCE INC XXX | REGISTRATION REVOKED BY | 0 | 3K | – |
UNITED CANNABIS CORP XXX | REGISTRATION REVOKED BY | 0 | 130 | – |
AMAZON.COM INC | COMMON STOCK | 15K | 80 | – |
SALESFORCE INC | COMMON STOCK | 2K | 8 | – |
DIMENSIONAL EMERG CORE | EQY MRKT ETF | 11K | 417 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 30K | 975 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 113K | 3K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 17K | 408 | – |
DIMENSIONL GLOBAL REAL | ESTATE ETF | 4K | 150 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 17K | 362 | – |
NICE LTD F | SPONSORED ADR | 1K | 7 | – |
PENN ENTMT INC | COMMON STOCK | 8K | 385 | – |
ROLLS-ROYCE HLDGS ORDF | COMMON STOCK | 15K | 3K | – |
SPDR S&P 500 ETF | ETF | 18K | 32 | – |
DIMENSIONAL WORLD EQUITY | ETF | 23K | 367 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 41K | 1K | – |
VANGUARD SHORT TERM | TREASURY ETF | 24K | 410 | – |
VANGUARD GROWTH ETF | ETF | 138K | 374 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 8K | 167 | – |
DIMENSIONAL U S EQUITY | ETF | 33K | 545 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 9K | 186 | – |
ABBVIE INC | COMMON STOCK | 18K | 99 | – |
BROADCOM INC | COMMON STOCK | 37K | 230 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 55K | 962 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 107K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 120K | 3K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 89K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 315K | 9K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 166K | 5K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 155K | 4K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 31K | 578 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 185K | 6K | – |
VANGUARD SHORT TERM | TREASURY ETF | 68K | 1K | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 52K | 1K | – |
WALMART INC | COMMON STOCK | 19K | 276 | – |
EXXON MOBIL CORP | COMMON STOCK | 17K | 147 | – |
DIMENSIONAL EMERG CORE | EQY MRKT ETF | 28K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 18K | 314 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 109K | 3K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 62K | 751 | – |
VANGUARD VALUE ETF | ETF | 78K | 464 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 33 | – |
DIMENSIONAL WORLD EQUITY | ETF | 84K | 1K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 8K | 210 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 28K | 731 | – |
VANGUARD SHORT TERM COR | BD ETF | 16K | 199 | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 171 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 16K | 531 | – |
DIMENSIONAL US REAL | ESTATE ETF | 9K | 368 | – |
DIMENSIONAL U S SMALL | CAP ETF | 9K | 131 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 42K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 24K | 578 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 11K | 304 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 16K | 536 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 7K | 234 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 23K | 709 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 8K | 157 | – |
VANGUARD SHORT TERM COR | BD ETF | 17K | 212 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 26K | 309 | – |
VANGUARD SHORT TERM COR | BD ETF | 14K | 179 | – |
DIMENSIONAL WORLD EQUITY | ETF | 1K | 17 | – |
DIMENSIONAL WORLD EQUITY | ETF | 14K | 227 | – |
DIMENSIONAL U S EQUITY | ETF | 7K | 118 | – |
DIMENSIONAL WORLD EQUITY | ETF | 280K | 5K | – |
VANGUARD GROWTH ETF | ETF | 186K | 507 | – |
VANGUARD SHORT TERM COR | BD ETF | 27K | 344 | – |
DIREXION DAILY S&P 500 | BEAR ETF | 83K | 7K | – |
DIMENSIONAL WORLD EQUITY | ETF | 65K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 14K | 332 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 26K | 512 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 2K | 84 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 18K | 610 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 31K | 617 | – |
DIMENSIONAL US REAL | ESTATE ETF | 6K | 241 | – |
DIMENSIONAL U S SMALL | CAP ETF | 6K | 86 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 37K | 976 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 16K | 616 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 45K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 11K | 296 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 14K | 478 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 13K | 268 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 18K | 564 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 14K | 286 | – |
COSTCO WHOLESALE CO | COMMON STOCK | 5K | 6 | – |
DIMENSIONAL WORLD EQUITY | ETF | 11K | 183 | – |
MEDMEN ENTERPRISES INC F | CLASS B | 0 | 20 | – |
SPDR S&P 500 ETF | ETF | 8K | 15 | – |
AMAZON.COM INC | COMMON STOCK | 11K | 61 | – |
DIMENSIONAL U S EQUITY | ETF | 26K | 435 | – |
VANGUARD GROWTH ETF | ETF | 24K | 64 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 4K | 107 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 2K | 34 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 11K | 412 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 9K | 222 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 20K | 651 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 25K | 502 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 2K | 86 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 4K | 44 | – |
VANGUARD GROWTH ETF | ETF | 11K | 29 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 33K | 856 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 61K | 1K | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 8K | 165 | – |
DIMENSIONAL WORLD EQUITY | ETF | 49K | 794 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 11K | 220 | – |
VANGUARD TOTAL BOND | MARKET ETF | 1K | 16 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 47 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 88K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 11K | 191 | – |
ISHARES GOLD ETF | ETF | 3K | 62 | – |
ISHARES CORE S&P 500 | ETF | 27K | 49 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 10K | 151 | – |
DIMENSIONAL WORLD EQUITY | ETF | 50K | 810 | – |
DIMENSIONAL INFLTN PRTD | SECRT ETF | 3K | 67 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 50K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 27K | 326 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 78K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 59K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 315K | 5K | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 42 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 28K | 343 | – |
VANGUARD SHORT TERM COR | BD ETF | 6K | 71 | – |
VANGUARD S&P 500 ETF | ETF | 44K | 87 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 127 | – |
DIMENSIONAL WORLD EQUITY | ETF | 248 | 4 | – |
DIMENSIONAL WORLD EQUITY | ETF | 123 | 2 | – |
PROSHARES ULTRAPRO SHORT | QQQ ETF | 3K | 295 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 39K | 685 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 50K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 42K | 504 | – |
BOEING CO | COMMON STOCK | 4K | 20 | – |
DIMENSIONAL WORLD EQUITY | ETF | 1K | 22 | – |
AIRBUS GROUP ORDF | COMMON STOCK | 10K | 65 | – |
ISHARES CORE US | AGGREGATE BOND ETF | 11K | 106 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 41K | 711 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 42K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 24K | 288 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 12K | 233 | – |
VANGUARD GROWTH ETF | ETF | 14K | 39 | – |
DIMENSIONAL WORLD EQUITY | ETF | 136K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 58 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 53 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 42 | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 63 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 6K | 75 | – |
DIMENSIONAL U S EQUITY | ETF | 1K | 19 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 83K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 12K | 213 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 454K | 14K | – |
DIMENSIONAL U S EQUITY | ETF | 447K | 7K | – |
CRYSTALLEX INTERNTNL XXX | REGISTRATION REVOKED BY | 0 | 400 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 132 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 155K | 5K | – |
DIMENSIONAL US REAL | ESTATE ETF | 24 | 1 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 57K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 135K | 5K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 46K | 2K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 30K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 86K | 3K | – |
SPDR GOLD SHARES ETF | ETF | 75K | 330 | – |
VANGUARD GROWTH ETF | ETF | 183K | 498 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 135 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 114 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 42K | 736 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 188K | 5K | – |
DIMENSIONAL WORLD EQUITY | ETF | 169K | 3K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 84K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 102K | 3K | – |
VANGUARD SHORT TERM COR | BD ETF | 74K | 951 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 49 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 9K | 216 | – |
DIMENSIONAL WORLD EQUITY | ETF | 27K | 444 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 13K | 353 | – |
VANGUARD GROWTH ETF | ETF | 13K | 34 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 6K | 138 | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 154 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 1K | 46 | – |
DIMENSIONAL U S SMALL | CAP ETF | 16K | 250 | – |
DIMENSIONAL U S EQUITY | ETF | 30K | 500 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 2K | 64 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 23K | 883 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 29K | 959 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 17K | 328 | – |
DIMENSIONAL US REAL | ESTATE ETF | 686 | 29 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 17K | 295 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 74K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 42K | 996 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 243 | 8 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 10K | 307 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 34 | – |
DIMENSIONAL WORLD EQUITY | ETF | 18K | 300 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 14K | 277 | – |
DIMENSIONAL US REAL | ESTATE ETF | 16K | 681 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 22K | 521 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 20K | 672 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 492K | 15K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 440K | 17K | – |
DIMENSIONAL U S EQUITY | ETF | 484K | 8K | – |
DIMENSIONAL WORLD EQUITY | ETF | 113K | 2K | – |
DIMENSIONAL US REAL | ESTATE ETF | 38K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 27K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 72K | 2K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 90K | 3K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 71K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 37K | 607 | – |
DIMENSIONAL WORLD EQUITY | ETF | 35K | 571 | – |
DIMENSIONAL WORLD EQUITY | ETF | 80K | 1K | – |
ROLLS-ROYCE HLDGS ORDF | COMMON STOCK | 1K | 192 | – |
CARNIVAL CORP F | COMMON STOCK | 12K | 716 | – |
DIMENSIONAL WORLD EQUITY | ETF | 61 | 1 | – |
ISHARES MSCI GLL MET MIN | PROD ETF | 4K | 89 | – |
DIMENSIONAL U S EQUITY | ETF | 23K | 378 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 20K | 386 | – |
NXU INC | CLASS A | 0 | 1 | – |
VANGUARD GROWTH ETF | ETF | 24K | 65 | – |
DIMENSIONAL WORLD EQUITY | ETF | 13K | 210 | – |
VANGUARD SHORT TERM | TREASURY ETF | 607 | 10 | – |
DIMENSIONAL US REAL | ESTATE ETF | 28K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 29K | 500 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 38K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 55K | 900 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 46K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 43K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 16K | 150 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 14K | 150 | – |
VANGUARD GROWTH ETF | ETF | 42K | 115 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 23K | 275 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 20K | 614 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 14K | 166 | – |
VANGUARD GROWTH ETF | ETF | 19K | 51 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 7K | 85 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 33 | – |
DIMENSIONAL WORLD EQUITY | ETF | 27K | 441 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 20K | 354 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 11K | 411 | – |
DIMENSIONAL U S EQUITY | ETF | 4K | 73 | – |
MICROSOFT CORP | COMMON STOCK | 10K | 25 | – |
VANGUARD ULTRA SHORT | BOND ETF | 5K | 110 | – |
DIMENSIONAL WORLD EQUITY | ETF | 12K | 203 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 41K | 720 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 15K | 586 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 10K | 193 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 10K | 203 | – |
VANGUARD GROWTH ETF | ETF | 37K | 100 | – |
DIMENSIONAL WORLD EQUITY | ETF | 1K | 23 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 3K | 58 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 111 | – |
VANGUARD GROWTH ETF | ETF | 3K | 8 | – |
DIMENSIONAL U S EQUITY | ETF | 49K | 810 | – |
NVIDIA CORP | COMMON STOCK | 23K | 200 | – |
ON HOLDING AG F | CLASS A | 17K | 400 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 137 | – |
VANGUARD SHORT TERM | TREASURY ETF | 12K | 198 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 26K | 224 | – |
VANGUARD GROWTH ETF | ETF | 38K | 103 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 12K | 207 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 13K | 486 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 15K | 314 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 9K | 109 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 8K | 216 | – |
ADVANCED MICRO DEVICE IN | COMMON STOCK | 6K | 44 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 33K | 865 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 6K | 181 | – |
VANGUARD SHORT TERM COR | BD ETF | 2K | 29 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 48K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 58K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 60K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 56K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 36K | 957 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 46K | 1K | – |
VANGUARD S&P 500 ETF | ETF | 33K | 64 | – |
VANGUARD GROWTH ETF | ETF | 79K | 214 | – |
DIMENSIONAL WORLD EQUITY | ETF | 18K | 294 | – |
COCA COLA CONSOLIDATED I | COMMON STOCK | 16K | 14 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 26K | 461 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 94K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 51K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 144K | 3K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 33K | 876 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 56K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 64K | 1K | – |
ISHARES RUSSELL 1000 | ETF | 8K | 25 | – |
VANGUARD VALUE ETF | ETF | 68K | 405 | – |
VANGUARD GROWTH ETF | ETF | 74K | 201 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 4K | 119 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 11K | 291 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 18K | 417 | – |
DIMENSIONAL INFLTN PRTD | SECRT ETF | 11K | 256 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 15K | 504 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 21K | 413 | – |
LINCOLN NTNL CO | COMMON STOCK | 5K | 136 | – |
DIMENSIONAL WORLD EQUITY | ETF | 22K | 362 | – |
VANGUARD TOTAL BOND | MARKET ETF | 657 | 9 | – |
ISHARES TOTAL US STOCK | MARKET ETF | 6K | 53 | – |
VANGUARD FTSE ALL WORLD | EX US ETF | 4K | 64 | – |
VANGUARD SHORT INFLATION | PROT ETF IV | 7 | 0 | – |
ISHARES CORE US | AGGREGATE BOND ETF | 12K | 123 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 10K | 169 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 18K | 429 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 9K | 233 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 9K | 180 | – |
DIMENSIONAL U S EQUITY | ETF | 18K | 295 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 16K | 377 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 9K | 125 | – |
VANGUARD SHORT TERM COR | BD ETF | 10K | 125 | – |
VANGUARD GROWTH ETF | ETF | 22K | 60 | – |
AMERN EAGLE OUTFITRS | COMMON STOCK | 11K | 500 | – |
ADVANCED MICRO DEVICE IN | COMMON STOCK | 29K | 200 | – |
ARK GENOMIC REVOLUTION | ETF | 539 | 20 | – |
ALIBABA GROUP HLDG LTD F | SPONSORED ADR | 7K | 90 | – |
BERKSHIRE HATHAWAY | CLASS B | 4K | 10 | – |
CROSS CNTRY HEALTHCA | COMMON STOCK | 5K | 250 | – |
CORCEPT THERAPEUTICS | COMMON STOCK | 4K | 100 | – |
CRESCO LABS INC F | COMMON STOCK | 160 | 100 | – |
DIREXION DALY REL EST BR | 3X SH ETF | 3K | 100 | – |
FEDERATED HERMES INC | CLASS B | 3K | 100 | – |
GLOBAL SHIP LEASE F | CLASS A | 3K | 100 | – |
LULULEMON ATHLETICA | COMMON STOCK | 3K | 10 | – |
MINISO GROUP HLDG LTD F | SPONSORED ADR | 2K | 100 | – |
PROSHARES ULTRAPRO SHORT | S&P 500 ETF | 561 | 20 | – |
PROSHARES ULTRASHORT | REAL ESTATE ETF | 1K | 100 | – |
PROSHARES ULTPRO SH 20 | YR TSRY ETF | 7K | 100 | – |
PROSHARES SHORT FTSE | CHINA 50 ETF | 2K | 95 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 46K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 22K | 611 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 43K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 15K | 198 | – |
BOEING CO | COMMON STOCK | 19K | 100 | – |
BERKSHIRE HATHAWAY | CLASS B | 16K | 37 | – |
CVS HEALTH CORP | COMMON STOCK | 11K | 184 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 11K | 192 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 10K | 393 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 11K | 323 | – |
ALPHABET INC. | CLASS A | 17K | 100 | – |
INTEL CORP | COMMON STOCK | 12K | 400 | – |
MCDONALDS CORP | COMMON STOCK | 106K | 400 | – |
MICROSOFT CORP | COMMON STOCK | 21K | 51 | – |
PEPSICO INC | COMMON STOCK | 35K | 200 | – |
PFIZER INC | COMMON STOCK | 9K | 300 | – |
RITE AID CORP | COMMON STOCK | 1 | 50 | – |
TEXAS INSTRUMENTS | COMMON STOCK | 122K | 600 | – |
VIATRIS INC | COMMON STOCK | 446 | 37 | – |
WALGREENS BOOTS ALLI | COMMON STOCK | 19K | 2K | – |
XCEL ENERGY INC | COMMON STOCK | 23K | 400 | – |
YUM BRANDS INC | COMMON STOCK | 11K | 80 | – |
YUM CHINA HOLDINGS INC | COMMON STOCK | 2K | 80 | – |
DIMENSIONAL US REAL | ESTATE ETF | 63K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 117K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 80K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 60K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 226K | 4K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 71K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 55K | 2K | – |
ISHARES GOLD ETF | ETF | 52K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 104K | 2K | – |
ROCKWELL AUTOMATION | COMMON STOCK | 36K | 129 | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 451 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 30K | 595 | – |
VANGUARD GROWTH ETF | ETF | 272K | 741 | – |
DIMENSIONAL WORLD EQUITY | ETF | 5K | 88 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 1K | 25 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 21K | 545 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 15K | 81 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 6K | 175 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 45K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 25K | 367 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 13K | 162 | – |
VANGUARD SHORT TERM COR | BD ETF | 32K | 403 | – |
VANGUARD SHORT TERM | TREASURY ETF | 25K | 431 | – |
DIMENSIONAL WORLD EQUITY | ETF | 10K | 170 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 9K | 176 | – |
DIMENSIONAL US REAL | ESTATE ETF | 13K | 552 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 13K | 234 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 83K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 41K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 103K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 25K | 676 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 34K | 1K | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 29K | 606 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 33K | 644 | – |
VANGUARD SHORT TERM COR | BD ETF | 654 | 8 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 95K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 69K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 36K | 717 | – |
AMAZON.COM INC | COMMON STOCK | 23K | 122 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 15K | 437 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 67K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 18K | 551 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 12K | 246 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 6K | 34 | – |
DIMENSIONAL WORLD EQUITY | ETF | 75K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 140 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 103K | 3K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 11K | 197 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 10K | 199 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 36K | 433 | – |
DIMENSIONAL WORLD EQUITY | ETF | 40K | 643 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 885 | 19 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 11K | 219 | – |
VANGUARD SHORT TERM | TREASURY ETF | 13K | 224 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 50K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 11K | 189 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 10K | 267 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 34K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 20K | 481 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 20K | 526 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 24K | 510 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 17K | 524 | – |
TESLA INC | COMMON STOCK | 15K | 63 | – |
FORD MOTOR CO | COMMON STOCK | 9K | 857 | – |
SIX FLAGS ENTMT CORP | COMMON STOCK | 10K | 213 | – |
LUMEN TECHNOLOGIES INC | COMMON STOCK | 1K | 435 | – |
PFIZER INC | COMMON STOCK | 8K | 277 | – |
VERIZON COMMUNICATN | COMMON STOCK | 10K | 257 | – |
EXXON MOBIL CORP | COMMON STOCK | 21K | 176 | – |
VANGUARD SHORT TERM COR | BD ETF | 27K | 339 | – |
DIMENSIONAL WORLD EQUITY | ETF | 211K | 3K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 41K | 383 | – |
VANGUARD GROWTH ETF | ETF | 47K | 129 | – |
DIMENSIONAL U S EQUITY | ETF | 8K | 133 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 136K | 4K | – |
DIMENSIONAL US REAL | ESTATE ETF | 63K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 58K | 1K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 193K | 5K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 93K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 58K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 101K | 3K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 58K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 154K | 3K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 51K | 478 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 75K | 796 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 122K | 215 | – |
VANGUARD GROWTH ETF | ETF | 247K | 673 | – |
DIMENSIONAL WORLD EQUITY | ETF | 64K | 1K | – |
ABBVIE INC | COMMON STOCK | 4K | 20 | – |
ABBOTT LABORATORIES | COMMON STOCK | 2K | 20 | – |
CISCO SYSTEMS INC | COMMON STOCK | 3K | 55 | – |
CHEVRON CORP | COMMON STOCK | 3K | 20 | – |
EATON VNCE MGD GLBL BUY | COMMON STOCK | 6K | 775 | – |
JOHNSON & JOHNSON | COMMON STOCK | 2K | 15 | – |
MERCK & CO. INC. | COMMON STOCK | 3K | 25 | – |
MICROSOFT CORP | COMMON STOCK | 23K | 55 | – |
CHARLES SCHWAB US REIT | ETF | 3K | 135 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 172K | 2K | – |
APPLE INC | COMMON STOCK | 30K | 136 | – |
CISCO SYSTEMS INC | COMMON STOCK | 7K | 152 | – |
MICROSOFT CORP | COMMON STOCK | 10K | 24 | – |
VERIZON COMMUNICATN | COMMON STOCK | 2K | 41 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 111 | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 149 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 12K | 408 | – |
VANGUARD GROWTH ETF | ETF | 17K | 45 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 8K | 134 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 33K | 866 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 34K | 811 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 17K | 362 | – |
DIMENSIONAL U S EQUITY | ETF | 3K | 48 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 13K | 338 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 36K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 13K | 306 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 37K | 981 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 33K | 695 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 29K | 349 | – |
DIMENSIONAL US REAL | ESTATE ETF | 21K | 902 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 135K | 4K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 68K | 3K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 167K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 42K | 1K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 56K | 2K | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 47K | 984 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 53K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 25K | 435 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 39K | 476 | – |
VANGUARD SHORT TERM COR | BD ETF | 36K | 464 | – |
VANGUARD VALUE ETF | ETF | 80K | 474 | – |
DIMENSIONAL WORLD EQUITY | ETF | 44K | 711 | – |
DIMENSIONAL WORLD EQUITY | ETF | 21K | 335 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 9K | 115 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 1K | 41 | – |
VANGUARD TOTAL BOND | MARKET ETF | 41K | 561 | – |
PIMCO ENHANCED SHRT | MATURTY ACTV ETF | 17K | 165 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 26K | 309 | – |
ISHARES SHORT TREASURY | BOND ETF | 16K | 147 | – |
VANGUARD SHORT TERM COR | BD ETF | 41K | 529 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 19K | 580 | – |
DIMENSIONAL WORLD EQUITY | ETF | 29K | 467 | – |
VANGUARD GROWTH ETF | ETF | 22K | 61 | – |
DIMENSIONAL WORLD EQUITY | ETF | 433 | 7 | – |
AMC ENTERTAINMENT | CLASS A | 754 | 142 | – |
BLINK CHARGING CO | COMMON STOCK | 734 | 223 | – |
CASTOR MARITIME INC F | COMMON STOCK | 108 | 20 | – |
LEAPCHARGER CORP | COMMON STOCK | 63 | 5K | – |
ALTRIA GROUP INC | COMMON STOCK | 24K | 497 | – |
NIO INC F | SPONSORED ADR | 377 | 85 | – |
NIKOLA CORP | CLASS EQUITY | 117 | 13 | – |
OCCIDENTAL PETROL CO | COMMON STOCK | 52K | 861 | – |
PALANTIR TECHNOLOGIES IN | CLASS A | 1K | 50 | – |
PLUG POWER INC | COMMON STOCK | 247 | 100 | – |
D-WAVE QUANTUM INC | COMMON STOCK | 600 | 600 | – |
RUMBLE INC | CLASS A | 4K | 699 | – |
PROSHARES ULTRAPRO SHORT | QQQ ETF | 26K | 3K | – |
TELLURIAN INVESTMENTS IN | COMMON STOCK | 780 | 845 | – |
TORO CORP F | COMMON STOCK | 74 | 20 | – |
TESLA INC | COMMON STOCK | 27K | 115 | – |
EXXON MOBIL CORP | COMMON STOCK | 22K | 184 | – |
APPLE INC | COMMON STOCK | 2K | 10 | – |
AMAZON.COM INC | COMMON STOCK | 1K | 8 | – |
MASTERCARD INC | CLASS A | 1K | 3 | – |
MICROSOFT CORP | COMMON STOCK | 2K | 5 | – |
VISA INC | CLASS A | 1K | 5 | – |
DIMENSIONAL US REAL | ESTATE ETF | 18K | 763 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 18K | 322 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 42K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 93K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 35K | 927 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 65K | 2K | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 39K | 834 | – |
DIMENSIONAL U S EQUITY | ETF | 39K | 658 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 33K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 45K | 884 | – |
VANGUARD GROWTH ETF | ETF | 93K | 253 | – |
MCDONALDS CORP | COMMON STOCK | 415K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 59K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 106K | 2K | – |
VANGUARD SHORT TERM | TREASURY ETF | 10K | 173 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 144K | 3K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 35K | 658 | – |
DIMENSIONAL WORLD EQUITY | ETF | 28K | 463 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 263 | – |
VANGUARD SHORT TERM | TREASURY ETF | 304 | 5 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 24K | 740 | – |
DIMENSIONAL WORLD EQUITY | ETF | 13K | 212 | – |
VANGUARD SHORT TERM COR | BD ETF | 37K | 470 | – |
CENTERPOINT ENERGY INC | COMMON STOCK | 20K | 733 | – |
HONEYWELL INTL INC | COMMON STOCK | 22K | 108 | – |
A T & T INC | COMMON STOCK | 8K | 414 | – |
WARNER BROTHERS DISCOVER | COMMON STOCK | 744 | 86 | – |
ISHARES CORE MSCI EAFE | ETF | 17K | 223 | – |
ISHARES CORE MSCI | EMERGING ETF | 2K | 41 | – |
SCHWAB US LARGE CAP | VALUE ETF | 14K | 187 | – |
VANGUARD TOTAL STOCK | MARKET ETF | 17K | 62 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 50K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 22K | 864 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 32K | 766 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 15K | 325 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 272 | – |
VANGUARD SMALL CAP ETF | ETF | 12K | 52 | – |
VANGUARD ENERGY ETF | ETF | 20K | 153 | – |
VANGUARD MID CAP GROWTH | ETF | 19K | 81 | – |
VANGUARD SHORT INFLATION | PROT ETF IV | 31K | 643 | – |
DIMENSIONAL US REAL | ESTATE ETF | 11K | 447 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 23K | 398 | – |
DIMENSIONAL WORLD EQUITY | ETF | 36K | 592 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 20K | 482 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 11K | 298 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 22K | 440 | – |
VANGUARD GROWTH ETF | ETF | 47K | 127 | – |
VANGUARD ULTRA SHORT | BOND ETF | 36K | 725 | – |
DIMENSIONAL WORLD EQUITY | ETF | 44K | 717 | – |
DIMENSIONAL US REAL | ESTATE ETF | 30K | 1K | – |
DIMENSIONAL U S SMALL | CAP ETF | 52K | 800 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 190K | 5K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 29K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 170K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 58K | 2K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 58K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 94K | 3K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 75K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 101K | 952 | – |
VANGUARD SHORT TERM | TREASURY ETF | 34K | 581 | – |
VANGUARD SHORT TERM | TREASURY ETF | 732 | 13 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 124 | 3 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 42K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 22K | 322 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 40K | 480 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 29K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 34K | 599 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 16K | 426 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 42K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 29K | 352 | – |
APPLE INC | COMMON STOCK | 98K | 442 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 219K | 7K | – |
DIMENSIONAL US REAL | ESTATE ETF | 21K | 909 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 94K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 84K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 79K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 107K | 3K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 105K | 2K | – |
MICROSOFT CORP | COMMON STOCK | 150K | 359 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 97K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 989 | 16 | – |
DIMENSIONAL WORLD EQUITY | ETF | 6K | 91 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 7K | 204 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 57K | 995 | – |
DIMENSIONAL WORLD EQUITY | ETF | 131K | 2K | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 46K | 963 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 767 | 20 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 2K | 46 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 7K | 137 | – |
VANGUARD GROWTH ETF | ETF | 8K | 23 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 46K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 67K | 2K | – |
VANGUARD GROWTH ETF | ETF | 73K | 199 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 12K | 389 | – |
DIMENSIONAL U S SMALL | CAP ETF | 6K | 98 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 29K | 769 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 17K | 394 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 8K | 224 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 17K | 508 | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 28K | 530 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 20K | 386 | – |
NORDSON CORP | COMMON STOCK | 17K | 69 | – |
STEVIA CORP | COMMON STOCK | 3 | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 12K | 206 | – |
DIMENSIONAL U S EQUITY | ETF | 16K | 269 | – |
VANGUARD SHORT TERM COR | BD ETF | 5K | 62 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 42 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 97K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 170K | 4K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 85K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 56K | 2K | – |
ISHARES S&P 500 VALUE | ETF | 91K | 477 | – |
ISHARES S&P 500 GROWTH | ETF | 165K | 2K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 94K | 1K | – |
VANGUARD GROWTH ETF | ETF | 132K | 359 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 33K | 854 | – |
VANGUARD GROWTH ETF | ETF | 14K | 38 | – |
TARONIS TECHNOLOGIES XXX | REGISTRATION REVOKED BY | 0 | 10 | – |
APPLE INC | COMMON STOCK | 4K | 16 | – |
AURORA CANNABIS INC F | COMMON STOCK | 62 | 10 | – |
A T Y R PHARMA INC | COMMON STOCK | 16 | 8 | – |
CLOVER HEALTH INVTS CO F | CLASS A | 191 | 100 | – |
TRUMP MEDIA & TECHNO | COMMON STOCK | 287 | 10 | – |
ENZOLYTICS INC | COMMON STOCK | 12 | 5K | – |
NVIDIA CORP | COMMON STOCK | 4K | 30 | – |
OCUGEN INC | COMMON STOCK | 176 | 125 | – |
ON HOLDING AG F | CLASS A | 5K | 130 | – |
PLANET 13 HOLDINGS INC N | COMMON STOCK | 140 | 300 | – |
PUBMATIC INC | CLASS A | 2K | 100 | – |
RIGEL PHARMACEUTICALS IN | CLASS EQUITY | 264 | 25 | – |
SOLID PWR INC | CLASS A | 470 | 250 | – |
TILRAY BRANDS INC | COMMON STOCK | 710 | 350 | – |
AVIS BUDGET GROUP | COMMON STOCK | 12K | 121 | – |
COMCAST CORP | CLASS A | 16K | 398 | – |
SCHWAB INTERNATIONAL | EQUITY ETF | 40K | 1K | – |
A T & T INC | COMMON STOCK | 19K | 995 | – |
TRAVELERS COMPANIES | COMMON STOCK | 8K | 37 | – |
VANGUARD LARGE CAP ETF | ETF | 91K | 362 | – |
VERIZON COMMUNICATN | COMMON STOCK | 14K | 356 | – |
AMAZON.COM INC | COMMON STOCK | 9K | 50 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 149K | 4K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 105K | 4K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 67K | 2K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 36K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 31K | 613 | – |
ISHARES SHORT TERM NTNL | MUN BND ETF | 29K | 271 | – |
VANGUARD SHORT TERM | TREASURY ETF | 51K | 869 | – |
VANGUARD GROWTH ETF | ETF | 82K | 223 | – |
EXXON MOBIL CORP | COMMON STOCK | 29K | 245 | – |
VANGUARD S&P 500 ETF | ETF | 8K | 16 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 41K | 726 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 61K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 70K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 87K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 66K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 62K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 58K | 834 | – |
VANGUARD SHORT TERM | TREASURY ETF | 30K | 518 | – |
VANGUARD DIVIDEND | APPRECIATION ETF | 48K | 252 | – |
VANGUARD GROWTH ETF | ETF | 95K | 258 | – |
VANGUARD ULTRA SHORT | BOND ETF | 31K | 622 | – |
VANGUARD SHORT TERM | TREASURY ETF | 373 | 6 | – |
DIMENSIONAL WORLD EQUITY | ETF | 83K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 4K | 67 | – |
DIMENSIONAL U S EQUITY | ETF | 15K | 254 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 10K | 18 | – |
VANGUARD GROWTH ETF | ETF | 35K | 96 | – |
DIMENSIONAL WORLD EQUITY | ETF | 5K | 74 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 54 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 87K | 3K | – |
VANGUARD ULTRA SHORT | BOND ETF | 21K | 426 | – |
VANGUARD GROWTH ETF | ETF | 8K | 23 | – |
THE COCA-COLA CO | COMMON STOCK | 801 | 12 | – |
NETFLIX INC | COMMON STOCK | 4K | 7 | – |
NISSAN MOTOR CO LTD F | SPONSORED ADR | 159 | 25 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 3K | 76 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 33K | 1K | – |
ALIBABA GROUP HLDG LTD F | SPONSORED ADR | 12K | 150 | – |
BERKSHIRE HATHAWAY | CLASS B | 481K | 1K | – |
COSTCO WHOLESALE CO | COMMON STOCK | 2M | 2K | – |
DOCUSIGN INC | COMMON STOCK | 11K | 200 | – |
ISHARES CORE S&P MID CAP | ETF | 34K | 555 | – |
JPMORGAN MARKET EXPNSN | ENHC EQY ETF | 13K | 216 | – |
J P MORGAN CHASE & CO | COMMON STOCK | 259K | 1K | – |
SPDR S&P 500 ETF | ETF | 117K | 212 | – |
BLOCK INC | CLASS A | 12K | 200 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 7K | 190 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 35K | 616 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 118K | 3K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 26K | 508 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 15K | 257 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 146 | – |
VANGUARD SHORT TERM | TREASURY ETF | 14K | 247 | – |
VANGUARD VALUE ETF | ETF | 18K | 105 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 38K | 1K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 11K | 353 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 10K | 202 | – |
SANUWAVE HEALTH INC | COMMON STOCK | 9K | 500K | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 10K | 109 | – |
VANGUARD GROWTH ETF | ETF | 38K | 104 | – |
DIMENSIONAL WORLD EQUITY | ETF | 14K | 222 | – |
DIMENSIONAL U S SMALL | CAP ETF | 10K | 149 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 9K | 244 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 3K | 66 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 16K | 481 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 3K | 90 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 3K | 88 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 104K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 60K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 47K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 43K | 406 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 70K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 23K | 399 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 64K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 79K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 24K | 443 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 104K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 300 | 5 | – |
VANGUARD FTSE DEVELOPED | MARKETS ETF | 455 | 9 | – |
VANGUARD TOTAL STOCK | MARKET ETF | 11K | 40 | – |
VANGUARD FTSE EMERGING | MARKETS ETF | 3K | 70 | – |
DIMENSIONAL U S SMALL | CAP ETF | 3K | 47 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 33K | 855 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 16K | 609 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 40K | 942 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 9K | 254 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 13K | 416 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 11K | 234 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 19K | 592 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 13K | 248 | – |
DIMENSIONAL WORLD EQUITY | ETF | 23K | 375 | – |
ISHARES GOLD ETF | ETF | 13K | 283 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 22K | 607 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 13K | 325 | – |
DIMENSIONAL WORLD EQUITY | ETF | 41K | 673 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 36K | 632 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 27K | 326 | – |
VANGUARD SHORT TERM COR | BD ETF | 25K | 326 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 120 | – |
DIMENSIONAL WORLD EQUITY | ETF | 248 | 4 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 35K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 8K | 197 | – |
VANGUARD ENERGY ETF | ETF | 10K | 79 | – |
VANGUARD SHORT TERM COR | BD ETF | 12K | 156 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 42K | 728 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 135 | – |
DIMENSIONAL WORLD EQUITY | ETF | 47K | 768 | – |
DIMENSIONAL WORLD EQUITY | ETF | 69K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 3K | 45 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 357 | 5 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 43K | 1K | – |
SPDR GOLD SHARES ETF | ETF | 96K | 426 | – |
ISHARES SILVER TRUST | ETF | 8K | 313 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 39K | 691 | – |
VANGUARD SHORT TERM | TREASURY ETF | 5K | 90 | – |
VANGUARD GROWTH ETF | ETF | 73K | 198 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 48K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 7K | 174 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 0 | 32 | – |
DIMENSIONAL WORLD EQUITY | ETF | 928 | 15 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 22K | 665 | – |
DIMENSIONAL WORLD EQUITY | ETF | 24K | 391 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 24K | 573 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 17K | 525 | – |
VANGUARD GROWTH ETF | ETF | 76K | 207 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 33K | 986 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 125K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 82K | 3K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 114K | 3K | – |
VANGUARD SHORT TERM | TREASURY ETF | 26K | 448 | – |
VANGUARD GROWTH ETF | ETF | 150K | 409 | – |
DIMENSIONAL WORLD EQUITY | ETF | 556 | 9 | – |
VANGUARD SHORT TERM COR | BD ETF | 22K | 277 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 69K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 35K | 614 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 98K | 3K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 63K | 1K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 39K | 723 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 53K | 2K | – |
VANGUARD SHORT TERM COR | BD ETF | 30K | 378 | – |
VANGUARD VALUE ETF | ETF | 52K | 312 | – |
W.P. CAREY INC. | REIT | 231 | 4 | – |
HIGHLANDS REIT INC | COMMON STOCK | 687 | 2K | – |
DIMENSIONAL US REAL | ESTATE ETF | 25K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 25K | 434 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 27K | 693 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 95K | 2K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 21K | 695 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 39K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 255 | 5 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 41 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 50K | 2K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 121K | 4K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 146K | 3K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 81K | 3K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 58K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 136K | 4K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 61K | 2K | – |
VANGUARD GROWTH ETF | ETF | 65K | 178 | – |
DIMENSIONAL WORLD EQUITY | ETF | 5K | 76 | – |
ULTA BEAUTY INC. | COMMON STOCK | 124K | 341 | – |
DIMENSIONAL WORLD EQUITY | ETF | 21K | 345 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 8K | 99 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 1K | 46 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 27K | 721 | – |
SPDR GOLD SHARES ETF | ETF | 44K | 196 | – |
ISHARES SILVER TRUST | ETF | 5K | 195 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 112 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 67K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 71K | 2K | – |
DIMENSIONAL U S SMALL | CAP ETF | 26K | 401 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 162K | 4K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 64K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 50K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 81K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 49K | 803 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 25K | 762 | – |
ISHARES CORE US | AGGREGATE BOND ETF | 23K | 236 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 40K | 707 | – |
INVESCO PREFERRED ETF | ETF | 24K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 31K | 380 | – |
TRUMP MEDIA & TECHNO | COMMON STOCK | 575 | 20 | – |
META PLATFORMS INC | CLASS A | 1K | 3 | – |
DIMENSIONAL WORLD EQUITY | ETF | 17K | 270 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 15K | 257 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 73K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 21K | 797 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 86K | 2K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 19K | 625 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 34K | 722 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 50K | 976 | – |
VANGUARD GROWTH ETF | ETF | 46K | 126 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 4K | 94 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 7K | 149 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 18K | 309 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 20K | 511 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 12K | 453 | – |
VANGUARD SHORT TERM COR | BD ETF | 17K | 213 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 9K | 268 | – |
DIMENSIONAL WORLD EQUITY | ETF | 20K | 324 | – |
ISHARES GOLD ETF | ETF | 12K | 262 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 64K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 77K | 2K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 33K | 483 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 48K | 582 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 28K | 1K | – |
VANGUARD SHORT TERM | TREASURY ETF | 37K | 630 | – |
VANGUARD GROWTH ETF | ETF | 67K | 182 | – |
DIMENSIONAL U S EQUITY | ETF | 1K | 18 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 362 | 5 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 21K | 743 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 7K | 137 | – |
VANGUARD TOTAL BOND | MARKET ETF | 3K | 40 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 5K | 62 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 32K | 560 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 5K | 126 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 15K | 223 | – |
VANGUARD SHORT TERM COR | BD ETF | 13K | 160 | – |
VANGUARD GROWTH ETF | ETF | 27K | 73 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 5K | 82 | – |
VANGUARD GROWTH ETF | ETF | 2K | 6 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 37K | 1K | – |
VANGUARD SHORT TERM COR | BD ETF | 26K | 327 | – |
VANGUARD SHORT TERM | TREASURY ETF | 18K | 300 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 19K | 583 | – |
BAKER HUGHES CO. | CLASS A | 7K | 175 | – |
DHT MARITIME HLD INC F | COMMON STOCK | 3K | 250 | – |
MARATHON OIL CORP | COMMON STOCK | 6K | 200 | – |
SOUNDHOUND AI INC | CLASS A | 18K | 4K | – |
TESLA INC | COMMON STOCK | 35K | 150 | – |
SPDR S&P OIL & GAS EXPL | & PROD ETF | 29K | 200 | – |
APPLE INC | COMMON STOCK | 189K | 850 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 11K | 187 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 40K | 950 | – |
ALPHABET INC. | CLASS C | 90K | 521 | – |
DIMENSIONAL WORLD EQUITY | ETF | 71K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 8K | 148 | – |
DIMENSIONAL US REAL | ESTATE ETF | 8K | 343 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 27K | 480 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 11K | 284 | – |
DIMENSIONAL U S EQUITY | ETF | 47K | 787 | – |
DIMENSIONAL INTERN HIGH | PROFIT ETF | 11K | 424 | – |
VANGUARD VALUE ETF | ETF | 13K | 75 | – |
VANGUARD GROWTH ETF | ETF | 38K | 104 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 49K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 47K | 827 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 40K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 15K | 363 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 33K | 1K | – |
VANGUARD GROWTH ETF | ETF | 66K | 179 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 117 | – |
DIMENSIONAL WORLD EQUITY | ETF | 1K | 24 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 44K | 386 | – |
DIMENSIONAL WORLD EQUITY | ETF | 44K | 713 | – |
DIMENSIONAL WORLD EQUITY | ETF | 148K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 27K | 433 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 6K | 61 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 23K | 695 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 6K | 213 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 12K | 377 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 17K | 510 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 22K | 564 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 11K | 255 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 3K | 62 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 3K | 100 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 3K | 66 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 103K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 39K | 677 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 125 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 45K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 56K | 2K | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 36K | 384 | – |
VANGUARD GROWTH ETF | ETF | 90K | 246 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 14K | 363 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 19K | 726 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 7K | 90 | – |
ASML HOLDING N V F | SPONSORED ADR | 9K | 10 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 26K | 312 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 21K | 851 | – |
VANGUARD GROWTH ETF | ETF | 739 | 2 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 122 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 28K | 904 | – |
DIMENSIONAL US REAL | ESTATE ETF | 14K | 607 | – |
DIMENSIONAL U S SMALL | CAP ETF | 15K | 223 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 68K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 41K | 972 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 19K | 522 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 28K | 927 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 11K | 399 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 13K | 265 | – |
DIMENSIONAL WORLD EQUITY | ETF | 79K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 8K | 158 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 2K | 25 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 18K | 475 | – |
DIMENSIONAL US REAL | ESTATE ETF | 7K | 291 | – |
DIMENSIONAL U S SMALL | CAP ETF | 7K | 107 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 46K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 23K | 877 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 58K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 14K | 368 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 18K | 607 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 16K | 341 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 23K | 698 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 18K | 363 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 26K | 790 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 17K | 149 | – |
VANGUARD GROWTH ETF | ETF | 18K | 49 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 30K | 995 | – |
DIMENSIONAL U S SMALL | CAP ETF | 14K | 219 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 103K | 3K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 27K | 631 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 20K | 535 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 30K | 977 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 39K | 1K | – |
MARVELL TECHNOLOGY INC | COMMON STOCK | 3K | 51 | – |
NVIDIA CORP | COMMON STOCK | 23K | 200 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 27K | 711 | – |
DIMENSIONAL WORLD EQUITY | ETF | 21K | 336 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 13K | 411 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 37K | 723 | – |
ISHARES 7-10 YEAR TRSURY | BOND ETF | 6K | 59 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 13K | 158 | – |
VANGUARD ULTRA SHORT | BOND ETF | 29K | 579 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 31 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 875 | 23 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 129K | 4K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 44K | 776 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 60K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 53K | 992 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 59K | 1K | – |
VANGUARD GROWTH ETF | ETF | 79K | 216 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 19K | 496 | – |
DIMENSIONAL US REAL | ESTATE ETF | 19K | 808 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 19K | 336 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 26K | 982 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 76K | 2K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 17K | 544 | – |
DIMENSIONAL U S EQUITY | ETF | 85K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 44K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 21K | 423 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 4K | 51 | – |
DIMENSIONAL U S EQUITY | ETF | 961 | 16 | – |
VANGUARD GROWTH ETF | ETF | 367 | 1 | – |
DIMENSIONAL U S EQUITY | ETF | 2K | 29 | – |
WALT DISNEY CO | COMMON STOCK | 87K | 926 | – |
MCDONALDS CORP | COMMON STOCK | 203K | 765 | – |
OCCIDENTAL PETROL CO | COMMON STOCK | 11K | 181 | – |
SPDR S&P 500 ETF | ETF | 42K | 77 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 183K | 6K | – |
DIMENSIONAL US REAL | ESTATE ETF | 53K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 114K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 114K | 3K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 89K | 3K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 50K | 1K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 193K | 5K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 75K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 142K | 3K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 78K | 3K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 41K | 814 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 52K | 491 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 53K | 560 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 50K | 997 | – |
VANGUARD GROWTH ETF | ETF | 324K | 883 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 1K | 39 | – |
DIMENSIONAL U S EQUITY | ETF | 21K | 346 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 1K | 38 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 112K | 3K | – |
DIMENSIONAL US REAL | ESTATE ETF | 24K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 62K | 1K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 64K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 21K | 394 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 29K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 48 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 229K | 7K | – |
DIMENSIONAL US REAL | ESTATE ETF | 36K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 61K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 112K | 4K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 127K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 85K | 3K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 89K | 2K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 77K | 724 | – |
VANGUARD INTRMDIAT TRM | TRSRY ETF | 77K | 1K | – |
VANGUARD SHORT TERM | TREASURY ETF | 31K | 529 | – |
VANGUARD GROWTH ETF | ETF | 110K | 300 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 25K | 502 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 105K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 127K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 157K | 6K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 29K | 678 | – |
DIMENSIONAL U S EQUITY | ETF | 65K | 1K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 61K | 2K | – |
SPDR GOLD SHARES ETF | ETF | 75K | 329 | – |
VANGUARD SHORT TERM COR | BD ETF | 54K | 687 | – |
VANGUARD SHORT TERM | TREASURY ETF | 53K | 901 | – |
VANGUARD GROWTH ETF | ETF | 236K | 642 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 12K | 363 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 7K | 148 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 35K | 301 | – |
DIMENSIONAL WORLD EQUITY | ETF | 55K | 902 | – |
DIMENSIONAL U S EQUITY | ETF | 1K | 24 | – |
ASTRAZENECA PLC F | SPONSORED ADR | 362K | 5K | – |
ALIBABA GROUP HLDG LTD F | SPONSORED ADR | 4K | 51 | – |
BERKSHIRE HATHAWAY | CLASS B | 2M | 5K | – |
COSTCO WHOLESALE CO | COMMON STOCK | 822K | 1K | – |
DUKE ENERGY CORP | COMMON STOCK | 113K | 1K | – |
IZEA WORLDWIDE INC | CLASS EQUITY | 3K | 1K | – |
KRAFT HEINZ CO | COMMON STOCK | 33K | 948 | – |
MCDONALDS CORP | COMMON STOCK | 35K | 130 | – |
MONDELEZ INTL | CLASS A | 205K | 3K | – |
ALTRIA GROUP INC | COMMON STOCK | 89K | 2K | – |
MERCK & CO. INC. | COMMON STOCK | 216K | 2K | – |
NISOURCE INC 00500 | COMMON STOCK | 47K | 2K | – |
NVIDIA CORP | COMMON STOCK | 871K | 7K | – |
PEPSICO INC | COMMON STOCK | 43K | 247 | – |
PROCTER & GAMBLE | COMMON STOCK | 804K | 5K | – |
SUN LIFE FINL F | COMMON STOCK | 12K | 246 | – |
STEM INC | COMMON STOCK | 610 | 500 | – |
A T & T INC | COMMON STOCK | 33K | 2K | – |
WALMART INC | COMMON STOCK | 512K | 7K | – |
EXXON MOBIL CORP | COMMON STOCK | 173K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 39 | – |
VANGUARD ULTRA SHORT | BOND ETF | 6K | 114 | – |
DIMENSIONAL US REAL | ESTATE ETF | 7K | 306 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 28K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 23K | 610 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 31K | 977 | – |
DIMENSIONAL U S EQUITY | ETF | 39K | 646 | – |
VANGUARD VALUE ETF | ETF | 24K | 142 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 36 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 176K | 3K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 114K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 90K | 2K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 102K | 2K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 127K | 4K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 176K | 6K | – |
DIMENSIONAL U S EQUITY | ETF | 124K | 2K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 218K | 5K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 26K | 493 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 125K | 4K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 31K | 613 | – |
VANGUARD MID CAP GROWTH | ETF | 116K | 497 | – |
VANGUARD MUNI BND TAX | EXEMPT ETF | 97K | 2K | – |
VANGUARD GROWTH ETF | ETF | 343K | 933 | – |
DIMENSIONAL WORLD EQUITY | ETF | 432 | 7 | – |
VANGUARD TOTAL STOCK | MARKET ETF | 5K | 18 | – |
ENOVIX CORP | COMMON STOCK | 10K | 675 | – |
VANGUARD SHORT TERM | TREASURY ETF | 3K | 44 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 153K | 5K | – |
DIMENSIONAL US REAL | ESTATE ETF | 54K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 52K | 852 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 60K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 85K | 3K | – |
DIMENSIONAL INTERN HIGH | PROFIT ETF | 58K | 2K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 55K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 113K | 3K | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 122K | 215 | – |
VANGUARD GROWTH ETF | ETF | 90K | 245 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 63K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 51K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 52K | 1K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 54K | 1K | – |
VANGUARD S&P 500 ETF | ETF | 49K | 97 | – |
VANGUARD GROWTH ETF | ETF | 60K | 164 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 15K | 451 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 14K | 522 | – |
VANGUARD GROWTH ETF | ETF | 20K | 53 | – |
TRACTOR SUPPLY COMP | COMMON STOCK | 8K | 30 | – |
ARK 21SHARES BITCOIN | ETF | 21K | 329 | – |
CLEANSPARK INC | COMMON STOCK | 11K | 669 | – |
COINBASE GLOBAL INC | CLASS A | 11K | 49 | – |
DIMENSIONAL WORLD EQUITY | ETF | 90K | 1K | – |
MARATHON DIGITAL HLDGS I | COMMON STOCK | 16K | 803 | – |
MICROSTRATEGY INC | CLASS A | 115K | 71 | – |
RIOT PLATFORMS INC | COMMON STOCK | 3K | 295 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 65K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 37K | 443 | – |
VANGUARD SHORT TERM COR | BD ETF | 9K | 120 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 72K | 2K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 34K | 1K | – |
DIMENSIONAL U S SMALL | CAP ETF | 26K | 392 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 77K | 2K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 43K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 67K | 2K | – |
VANGUARD GROWTH ETF | ETF | 87K | 236 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 202K | 6K | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 10K | 208 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 146 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 120K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 10K | 163 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 47K | 1K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 193K | 5K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 17K | 328 | – |
DIMENSIONAL U S SMALL | CAP ETF | 201K | 3K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 255K | 4K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 30 | 1 | – |
SPDR GOLD SHARES ETF | ETF | 36K | 160 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 2K | 54 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 61 | 2 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 64K | 1K | – |
DIMENSIONAL US REAL | ESTATE ETF | 37K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 57K | 1K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 71K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 27K | 531 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 445K | 13K | – |
DIMENSIONAL US REAL | ESTATE ETF | 176K | 7K | – |
DIMENSIONAL WORLD EQUITY | ETF | 241K | 4K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 320K | 12K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 272K | 9K | – |
DIMENSIONAL U S EQUITY | ETF | 213K | 4K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 171K | 5K | – |
SPDR GOLD SHARES ETF | ETF | 168K | 742 | – |
NVIDIA CORP | COMMON STOCK | 135K | 1K | – |
INVSC QQQ TRUST SRS 1 | ETF | 104K | 220 | – |
ISHARES SEMICONDUCTOR | ETF | 164K | 696 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 143K | 2K | – |
TAIWAN SEMICONDUCTR F | SPONSORED ADR | 102K | 616 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 205K | 360 | – |
VANGUARD GROWTH ETF | ETF | 597K | 2K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 2K | 44 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 18K | 593 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 10K | 219 | – |
DIMENSIONAL U S EQUITY | ETF | 19K | 310 | – |
VERIZON COMMUNICATN | COMMON STOCK | 46K | 1K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 4K | 107 | – |
DIMENSIONAL U S SMALL | CAP ETF | 27K | 413 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 8K | 136 | – |
DIMENSIONAL U S EQUITY | ETF | 29K | 493 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 29K | 692 | – |
APPLE INC | COMMON STOCK | 44K | 200 | – |
COSTCO WHOLESALE CO | COMMON STOCK | 58K | 70 | – |
THE COCA-COLA CO | COMMON STOCK | 27K | 400 | – |
MASTERCARD INC | CLASS A | 32K | 70 | – |
MICROSOFT CORP | COMMON STOCK | 63K | 150 | – |
REPUBLIC SERVICES | COMMON STOCK | 49K | 250 | – |
VISA INC | CLASS A | 32K | 120 | – |
WASTE MANAGEMENT INC | COMMON STOCK | 36K | 180 | – |
DIMENSIONAL U S EQUITY | ETF | 1K | 19 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 12K | 473 | – |
ABBVIE INC | COMMON STOCK | 825 | 4 | – |
ABBOTT LABORATORIES | COMMON STOCK | 445 | 4 | – |
DIMENSIONAL WORLD EQUITY | ETF | 95K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 134 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 195K | 6K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 172K | 7K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 103K | 3K | – |
DIMENSIONAL US SUS CORE | 1 ETF | 200K | 6K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 130K | 4K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 41K | 386 | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 51K | 536 | – |
VANGUARD GROWTH ETF | ETF | 357K | 972 | – |
APPLE INC | COMMON STOCK | 141K | 635 | – |
BRISTOL-MYERS SQUIBB | COMMON STOCK | 12K | 255 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 81K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 42K | 730 | – |
GE AEROSPACE | COMMON STOCK | 23K | 135 | – |
GE HEALTHCARE TECHNOLOGI | COMMON STOCK | 4K | 45 | – |
GE VERNOVA INC | COMMON STOCK | 6K | 33 | – |
MCDONALDS CORP | COMMON STOCK | 93K | 351 | – |
MICROSOFT CORP | COMMON STOCK | 200K | 479 | – |
PROCTER & GAMBLE | COMMON STOCK | 21K | 132 | – |
QUALCOMM INC | COMMON STOCK | 45K | 249 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 5K | 147 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 6K | 115 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 6K | 69 | – |
ADVANCED MICRO DEVICE IN | COMMON STOCK | 1K | 10 | – |
AMAZON.COM INC | COMMON STOCK | 22K | 120 | – |
BOEING CO | COMMON STOCK | 8K | 40 | – |
ALIBABA GROUP HLDG LTD F | SPONSORED ADR | 4K | 48 | – |
BEYOND MEAT INC | COMMON STOCK | 471 | 75 | – |
CLEVELAND-CLIFFS INC | COMMON STOCK | 2K | 116 | – |
FASTLY INC | CLASS A | 405 | 50 | – |
INOVIO PHARMA | COMMON STOCK | 171 | 16 | – |
NVIDIA CORP | COMMON STOCK | 29K | 250 | – |
PALANTIR TECHNOLOGIES IN | CLASS A | 3K | 100 | – |
PELOTON INTERACTIVE INC | COMMON STOCK | 712 | 200 | – |
REDFIN CORP | COMMON STOCK | 407 | 50 | – |
SIRIUS XM HLDGS INC | COMMON STOCK | 862 | 250 | – |
SNOWFLAKE INC | CLASS A | 1K | 10 | – |
STAAR SURGICAL CO | COMMON STOCK | 2K | 50 | – |
TELADOC INC | COMMON STOCK | 377 | 40 | – |
TESLA INC | COMMON STOCK | 15K | 65 | – |
DIMENSIONAL WORLD EQUITY | ETF | 11K | 185 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 159 | 4 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 43K | 1K | – |
DIMENSIONAL US REAL | ESTATE ETF | 28K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 23K | 397 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 105K | 3K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 27K | 952 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 20K | 402 | – |
VANGUARD ENERGY ETF | ETF | 24K | 183 | – |
VANGUARD SHORT TERM | TREASURY ETF | 17K | 289 | – |
VANGUARD VALUE ETF | ETF | 36K | 217 | – |
VANGUARD GROWTH ETF | ETF | 100K | 271 | – |
DIMENSIONAL EMERG CORE | EQY MRKT ETF | 14K | 532 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 12K | 217 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 34K | 877 | – |
DIMENSIONAL INFLTN PRTD | SECRT ETF | 20K | 472 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 19K | 583 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 14K | 164 | – |
COTERRA ENERGY INC | COMMON STOCK | 14K | 558 | – |
DIMENSIONAL US REAL | ESTATE ETF | 16K | 678 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 26K | 447 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 64K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 98K | 2K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 58K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 49K | 956 | – |
DEVON ENERGY CORP | COMMON STOCK | 11K | 225 | – |
MATSON INC | COMMON STOCK | 14K | 103 | – |
VANGUARD SHORT TERM COR | BD ETF | 213 | 3 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 22K | 663 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 17K | 635 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 13K | 414 | – |
DIMENSIONAL US REAL | ESTATE ETF | 5K | 195 | – |
DIMENSIONAL U S SMALL | CAP ETF | 7K | 100 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 32K | 846 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 10K | 246 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 8K | 225 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 1K | 47 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 12K | 415 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 19K | 574 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 14K | 275 | – |
DIMENSIONAL WORLD EQUITY | ETF | 15K | 247 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 4K | 110 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 17K | 238 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 18K | 220 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 10K | 242 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 11K | 263 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 62K | 2K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 35K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 44K | 729 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 23K | 698 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 47K | 927 | – |
VANGUARD SHORT TERM COR | BD ETF | 60 | 1 | – |
VANGUARD SHORT TERM | TREASURY ETF | 69 | 1 | – |
DIMENSIONAL WORLD EQUITY | ETF | 119K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 6K | 116 | – |
ALLIANCE RESOURCE PAR LP | COMMON STOCK | 918 | 37 | – |
ENTERPRISE PRODS PART LP | COMMON STOCK | 866 | 30 | – |
HIRU CORP | COMMON STOCK | 1K | 450K | – |
INTERNTNL STAR | COMMON STOCK | 2K | 2M | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 40 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 3K | 53 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 2K | 36 | – |
VANGUARD SHORT TERM COR | BD ETF | 36K | 465 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 11K | 190 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 33K | 875 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 33K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 21K | 499 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 20K | 647 | – |
VANGUARD ULTRA SHORT | BOND ETF | 26K | 526 | – |
ABBVIE INC | COMMON STOCK | 43K | 231 | – |
ABBOTT LABORATORIES | COMMON STOCK | 24K | 224 | – |
CLEVELAND-CLIFFS INC | COMMON STOCK | 9K | 580 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 24K | 650 | – |
EASTMAN CHEMICAL CO | COMMON STOCK | 10K | 100 | – |
FIRSTENERGY CORP | COMMON STOCK | 14K | 344 | – |
FISKER INC | CLASS A | 2 | 400 | – |
KIMBERLY CLARK CORP | COMMON STOCK | 22K | 165 | – |
LTC PROPERTIES INC | REIT | 16K | 459 | – |
ALTRIA GROUP INC | COMMON STOCK | 23K | 478 | – |
MICRON TECHNOLOGY | COMMON STOCK | 11K | 100 | – |
TESLA INC | COMMON STOCK | 23K | 100 | – |
VERIZON COMMUNICATN | COMMON STOCK | 20K | 500 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 4K | 110 | – |
DIMENSIONAL U S SMALL | CAP ETF | 13 | 0 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 25K | 539 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 29K | 500 | – |
DIMENSIONAL WORLD EQUITY | ETF | 26K | 416 | – |
DIMENSIONAL U S EQUITY | ETF | 60K | 1K | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 20K | 320 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 12K | 380 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 35K | 692 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 42K | 400 | – |
VANGUARD GROWTH ETF | ETF | 38K | 103 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 9K | 155 | – |
DIMENSIONAL US REAL | ESTATE ETF | 21K | 909 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 36K | 851 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 32K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 984 | 16 | – |
DIMENSIONAL WORLD EQUITY | ETF | 123 | 2 | – |
BEST BUY CO INC | COMMON STOCK | 60K | 690 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 23K | 406 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 22K | 567 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 112K | 3K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 94K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 3K | 53 | – |
VANGUARD SHORT TERM | TREASURY ETF | 423 | 7 | – |
VANGUARD VALUE ETF | ETF | 690 | 4 | – |
VANGUARD GROWTH ETF | ETF | 739 | 2 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 20K | 468 | – |
DIMENSIONAL WORLD EQUITY | ETF | 61 | 1 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 116 | – |
DIMENSIONAL WORLD EQUITY | ETF | 14K | 223 | – |
DIMENSIONAL U S EQUITY | ETF | 7K | 120 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 8K | 182 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 9K | 107 | – |
VANGUARD SHORT TERM COR | BD ETF | 6K | 80 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 130 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 21K | 369 | – |
VANGUARD GROWTH ETF | ETF | 19K | 53 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 115 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 1K | 39 | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 154 | – |
DIMENSIONAL WORLD EQUITY | ETF | 5K | 76 | – |
VANGUARD ULTRA SHORT | BOND ETF | 4K | 83 | – |
CHANGING TECHNOLOGIE | COMMON STOCK | 0 | 1K | – |
DIMENSIONAL US REAL | ESTATE ETF | 37K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 81K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 57K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 51K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 118K | 2K | – |
DIMENSIONAL INTERN HIGH | PROFIT ETF | 50K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 43K | 1K | – |
NVIDIA CORP | COMMON STOCK | 19K | 160 | – |
VANGUARD VALUE ETF | ETF | 59K | 353 | – |
VANGUARD GROWTH ETF | ETF | 180K | 490 | – |
EXXON MOBIL CORP | COMMON STOCK | 3K | 25 | – |
DIMENSIONAL US REAL | ESTATE ETF | 13K | 551 | – |
DIMENSIONAL U S SMALL | CAP ETF | 13K | 197 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 85K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 41K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 103K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 25K | 658 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 33K | 1K | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 29K | 605 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 33K | 642 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 47 | – |
DIMENSIONAL U S EQUITY | ETF | 2K | 37 | – |
DIMENSIONAL U S SMALL | CAP ETF | 55 | 1 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 329 | 9 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 27K | 711 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 106K | 3K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 62K | 2K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 23K | 326 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 55K | 665 | – |
DIMENSIONAL US REAL | ESTATE ETF | 18K | 756 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 18K | 321 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 57K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 141K | 3K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 35K | 926 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 46K | 2K | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 39K | 830 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 28K | 853 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 45K | 881 | – |
VANGUARD MID CAP GROWTH | ETF | 28K | 122 | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 142 | – |
DIMENSIONAL WORLD EQUITY | ETF | 103K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 42K | 785 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 75K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 69K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 48K | 950 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 816 | 10 | – |
VANGUARD SHORT TERM COR | BD ETF | 49K | 621 | – |
ISHARES MSCI GLL MET MIN | PROD ETF | 5K | 124 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 4K | 106 | – |
CIM REAL ESTATE FINANCE | TRUST INC | 33K | 5K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 31K | 814 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 18K | 425 | – |
DIMENSIONAL INFLTN PRTD | SECRT ETF | 14K | 331 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 13K | 341 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 16K | 343 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 15K | 215 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 14K | 170 | – |
DIMENSIONAL U S EQUITY | ETF | 363 | 6 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 137K | 4K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 96K | 2K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 297K | 8K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 39K | 734 | – |
VANGUARD GROWTH ETF | ETF | 115K | 314 | – |
BERKSHIRE HATHAWAY | CLASS B | 14K | 31 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 23K | 604 | – |
DEVON ENERGY CORP | COMMON STOCK | 11K | 240 | – |
APPLE INC | COMMON STOCK | 200K | 900 | – |
BERKSHIRE HATHAWAY | CLASS B | 175K | 400 | – |
DIMENSIONAL U S SMALL | CAP ETF | 369K | 6K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 965K | 23K | – |
SPDR GOLD SHARES ETF | ETF | 272K | 1K | – |
THE COCA-COLA CO | COMMON STOCK | 77K | 1K | – |
META PLATFORMS INC | CLASS A | 237K | 500 | – |
NVIDIA CORP | COMMON STOCK | 42K | 360 | – |
SCHWAB INTERNATIONAL | EQUITY ETF | 569K | 14K | – |
TESLA INC | COMMON STOCK | 696K | 3K | – |
VANGUARD HEALTH CARE | ETF | 173K | 630 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 32K | 972 | – |
DIMENSIONAL WORLD EQUITY | ETF | 135K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 75K | 1K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 61K | 2K | – |
DIMENSIONAL US REAL | ESTATE ETF | 14K | 587 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 14K | 248 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 34K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 52K | 1K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 32K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 31K | 963 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 26K | 505 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 41K | 1K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 94K | 3K | – |
DIMENSIONAL US REAL | ESTATE ETF | 49K | 2K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 74K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 66K | 2K | – |
DIMENSIONAL U S EQUITY | ETF | 150K | 3K | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 49K | 1K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 38K | 1K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 132K | 4K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 47K | 929 | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 48K | 456 | – |
VANGUARD INFORMATION | TECHNOLOGY ETF | 101K | 178 | – |
VANGUARD GROWTH ETF | ETF | 91K | 247 | – |
SPDR GOLD SHARES ETF | ETF | 29K | 130 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 10K | 336 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 13K | 284 | – |
DIMENSIONAL U S EQUITY | ETF | 20K | 341 | – |
VANGUARD GROWTH ETF | ETF | 14K | 39 | – |
DIMENSIONAL WORLD EQUITY | ETF | 52K | 852 | – |
APPLE INC | COMMON STOCK | 17K | 76 | – |
AMAZON.COM INC | COMMON STOCK | 22K | 119 | – |
BOOKING HOLDINGS INC | COMMON STOCK | 19K | 5 | – |
COSTCO WHOLESALE CO | COMMON STOCK | 18K | 22 | – |
SALESFORCE INC | COMMON STOCK | 20K | 78 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 175K | 5K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 65K | 2K | – |
DIMENSIONAL US REAL | ESTATE ETF | 34K | 1K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 41K | 716 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 53K | 1K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 56K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 70K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 40K | 789 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 58K | 509 | – |
VANGUARD ULTRA SHORT | BOND ETF | 51K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 20K | 320 | – |
DIMENSIONAL WORLD EQUITY | ETF | 35K | 568 | – |
DIMENSIONAL U S EQUITY | ETF | 22K | 363 | – |
WALT DISNEY CO | COMMON STOCK | 562 | 6 | – |
DIMENSIONAL WORLD EQUITY | ETF | 61 | 1 | – |
DIMENSIONAL WORLD EQUITY | ETF | 246 | 4 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 130 | – |
DIMENSIONAL WORLD EQUITY | ETF | 45K | 739 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 4K | 116 | – |
DIMENSIONAL WORLD EQUITY | ETF | 20K | 329 | – |
DIMENSIONAL US REAL | ESTATE ETF | 7K | 311 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 8K | 133 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 47K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 23K | 901 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 14K | 382 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 316 | 4 | – |
VANGUARD SHORT TERM COR | BD ETF | 11K | 141 | – |
VANGUARD SHORT TERM | TREASURY ETF | 23K | 393 | – |
VANGUARD S&P 500 ETF | ETF | 49K | 97 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 47K | 408 | – |
VANGUARD VALUE ETF | ETF | 26K | 157 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 26K | 858 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 79K | 2K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 29K | 356 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 39K | 686 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 153K | 4K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 73K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 75K | 2K | – |
DIMENSIONAL U S SMALL | CAP ETF | 37K | 567 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 117K | 3K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 96K | 3K | – |
CRESCO LABS INC F | COMMON STOCK | 333 | 208 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 11K | 350 | – |
VANGUARD GROWTH ETF | ETF | 16K | 42 | – |
BOEING CO | COMMON STOCK | 6K | 30 | – |
CHARGEPOINT HOLDINGS INC | CLASS A | 1K | 600 | – |
CHEWY INC | CLASS A | 2K | 100 | – |
DOCUSIGN INC | COMMON STOCK | 1K | 25 | – |
SOLO BRANDS INC | CLASS A | 717 | 300 | – |
EASTMAN CHEMICAL CO | COMMON STOCK | 11K | 109 | – |
FISKER INC | CLASS A | 2 | 500 | – |
GAN LTD F | COMMON STOCK | 158 | 100 | – |
GOODRX HLDGS INC | CLASS A | 905 | 100 | – |
HUMANA INC | COMMON STOCK | 2K | 5 | – |
KURA ONCOLOGY | COMMON STOCK | 2K | 100 | – |
MICRON TECHNOLOGY | COMMON STOCK | 6K | 51 | – |
NOVOCURE LTD F | COMMON STOCK | 569 | 25 | – |
NVIDIA CORP | COMMON STOCK | 47K | 400 | – |
SHERWIN WILLIAMS CO | COMMON STOCK | 1K | 3 | – |
SNOWFLAKE INC | CLASS A | 5K | 40 | – |
SYNCHRONY FINL | COMMON STOCK | 5K | 106 | – |
TESLA INC | COMMON STOCK | 12K | 50 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 12K | 315 | – |
DIMENSIONAL INFLTN PRTD | SECRT ETF | 7K | 161 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 22K | 272 | – |
VANGUARD SHORT INFLATION | PROT ETF IV | 7K | 137 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 251K | 7K | – |
DIMENSIONAL WORLD EQUITY | ETF | 104K | 2K | – |
DIMENSIONAL GLOBAL | CREDIT ETF | 53K | 992 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 42K | 832 | – |
VANGUARD GROWTH ETF | ETF | 178K | 485 | – |
BRIGHTHOUSE FINL INC0050 | COMMON STOCK | 199 | 4 | – |
METLIFE INC | COMMON STOCK | 4K | 50 | – |
MANULIFE FINL F | COMMON STOCK | 9K | 350 | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 58 | – |
VANGUARD GROWTH ETF | ETF | 3K | 7 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 374K | 11K | – |
DIMENSIONAL WORLD EQUITY | ETF | 375K | 6K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 261K | 8K | – |
ISHARES GOLD ETF | ETF | 48K | 1K | – |
VANGUARD GROWTH ETF | ETF | 627K | 2K | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 69K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 37K | 988 | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 87K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 64K | 2K | – |
VANGUARD SHORT TERM | TREASURY ETF | 15K | 262 | – |
VANGUARD GROWTH ETF | ETF | 76K | 207 | – |
VANGUARD ULTRA SHORT | BOND ETF | 32K | 639 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 137K | 4K | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 145K | 3K | – |
DIMENSIONAL WORLD EQUITY | ETF | 237K | 4K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 52K | 1K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 179K | 6K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 101K | 4K | – |
ISHARES SHORT TERM NTNL | MUN BND ETF | 149K | 1K | – |
ISHARES 10-20 YEAR TSURY | BOND ETF | 124K | 1K | – |
ISHARES 20 PLS YEAR | TREASURY BND ETF | 54K | 566 | – |
VANGUARD VALUE ETF | ETF | 282K | 2K | – |
DIMENSIONAL WORLD EQUITY | ETF | 13K | 217 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 5K | 171 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 16K | 421 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 26K | 603 | – |
DIMENSIONAL INFLTN PRTD | SECRT ETF | 15K | 370 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 11K | 352 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 30K | 599 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 54K | 948 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 98K | 3K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 55K | 661 | – |
VANGUARD SHORT TERM | TREASURY ETF | 7K | 125 | – |
VANGUARD GROWTH ETF | ETF | 106K | 290 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 37K | 642 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 51K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 34K | 799 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 16K | 432 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 31K | 966 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 11K | 220 | – |
VANGUARD GROWTH ETF | ETF | 47K | 128 | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 149 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 116 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 23K | 480 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 13K | 163 | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 65 | – |
ISHARES CORE US | AGGREGATE BOND ETF | 31K | 316 | – |
DIMENSIONAL US REAL | ESTATE ETF | 12K | 510 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 28K | 487 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 25K | 675 | – |
DIMENSIONAL U S EQUITY | ETF | 37K | 613 | – |
DIMENSIONAL INTERN HIGH | PROFIT ETF | 14K | 509 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 44K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 25K | 366 | – |
VANGUARD SHORT TERM COR | BD ETF | 24K | 308 | – |
VANGUARD SHORT TERM | TREASURY ETF | 60K | 1K | – |
VANGUARD VALUE ETF | ETF | 26K | 153 | – |
VANGUARD GROWTH ETF | ETF | 55K | 151 | – |
DIMENSIONAL WORLD EQUITY | ETF | 62K | 1K | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 7K | 255 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 54K | 2K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 24K | 753 | – |
ISHARES FALLEN ANGELS | USD BOND ETF | 29K | 1K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 46K | 666 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 40K | 484 | – |
VANGUARD MID CAP GROWTH | ETF | 36K | 153 | – |
VANGUARD GROWTH ETF | ETF | 44K | 121 | – |
DIMENSIONAL WORLD EQUITY | ETF | 69K | 1K | – |
DIMENSIONAL WORLD EQUITY | ETF | 28K | 464 | – |
DIMENSIONAL US REAL | ESTATE ETF | 8K | 339 | – |
DIMENSIONAL U S SMALL | CAP ETF | 12K | 189 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 28K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 70K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 23K | 622 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 37K | 1K | – |
VANGUARD GROWTH ETF | ETF | 57K | 154 | – |
CLEVELAND-CLIFFS INC | COMMON STOCK | 1K | 88 | – |
DIMENSIONAL US REAL | ESTATE ETF | 14K | 591 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 46K | 800 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 68K | 2K | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 58K | 2K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 38K | 1K | – |
VANGUARD GROWTH ETF | ETF | 46K | 125 | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 145 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 7K | 61 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 15K | 309 | – |
DIMENSIONAL U S SMALL | CAP ETF | 14K | 211 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 7K | 178 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 3K | 84 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 115K | 4K | – |
ARTHUR J GALLAGHER&C | COMMON STOCK | 26K | 93 | – |
DIMENSIONAL U S SMALL | CAP ETF | 49K | 747 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 29K | 508 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 69K | 2K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 55K | 1K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 45K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 49K | 1K | – |
ISHARES CORE US | AGGREGATE BOND ETF | 16K | 158 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 31K | 548 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 68K | 2K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 51K | 731 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 24K | 296 | – |
VANGUARD SHORT TERM COR | BD ETF | 3K | 44 | – |
VANGUARD GROWTH ETF | ETF | 42K | 115 | – |
CITIGROUP INC | COMMON STOCK | 12K | 186 | – |
ENTERGY CORP | COMMON STOCK | 42K | 359 | – |
FORD MOTOR CO | COMMON STOCK | 60K | 6K | – |
FIRSTENERGY CORP | COMMON STOCK | 18K | 424 | – |
TRAVELERS COMPANIES | COMMON STOCK | 26K | 120 | – |
VISTEON CORP | COMMON STOCK | 578 | 5 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 903 | 11 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 125K | 4K | – |
DIMENSIONAL US REAL | ESTATE ETF | 60K | 3K | – |
DIMENSIONAL WORLD EQUITY | ETF | 149K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 51K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 38K | 1K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 50K | 1K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 82K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 78K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 75K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 6K | 102 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 4K | 74 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 9K | 160 | – |
DIMENSIONAL WORLD EQUITY | ETF | 32K | 517 | – |
VANGUARD GROWTH ETF | ETF | 30K | 81 | – |
DIMENSIONAL WORLD EQUITY | ETF | 5K | 80 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 4K | 59 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 45 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 57K | 2K | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 33K | 1K | – |
DIMENSIONAL US REAL | ESTATE ETF | 27K | 1K | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 71K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 27K | 735 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 20K | 708 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 34K | 1K | – |
VANGUARD SMALL CAP | GROWTH ETF | 32K | 124 | – |
VANGUARD VALUE ETF | ETF | 43K | 254 | – |
VANGUARD GROWTH ETF | ETF | 140K | 382 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 6K | 75 | – |
DIMENSIONAL WORLD EQUITY | ETF | 9K | 144 | – |
DIMENSIONAL U S EQUITY | ETF | 376K | 6K | – |
WISDOMTREE US QLT DIV | GRW ETF IV | 97K | 1K | – |
SCHWAB US SMALL CAP ETF | ETF | 250K | 5K | – |
SCHWAB INTERNATIONAL | EQUITY ETF | 187K | 5K | – |
CHARLES SCHWAB US MC | ETF | 118K | 1K | – |
DIMENSIONAL US REAL | ESTATE ETF | 6K | 260 | – |
DIMENSIONAL U S SMALL | CAP ETF | 3K | 43 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 6K | 152 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 3K | 108 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 8K | 182 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 2K | 48 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 3K | 90 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 2K | 40 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 307 | 6 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 6K | 113 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 3K | 105 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 7K | 144 | – |
VANGUARD GROWTH ETF | ETF | 21K | 56 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 4K | 99 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 3K | 89 | – |
DIMENSIONAL US REAL | ESTATE ETF | 12K | 505 | – |
DIMENSIONAL U S SMALL | CAP ETF | 12K | 187 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 75K | 2K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 25K | 965 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 94K | 2K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 23K | 610 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 31K | 1K | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 26K | 552 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 38K | 1K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 30K | 587 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 6K | 182 | – |
VANGUARD GROWTH ETF | ETF | 15K | 40 | – |
DIMENSIONAL WORLD EQUITY | ETF | 61 | 1 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 45K | 793 | – |
DIMENSIONAL WORLD EQUITY | ETF | 77K | 1K | – |
DIMENSIONAL U S EQUITY | ETF | 104K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 25K | 486 | – |
VANGUARD SHORT TERM | TREASURY ETF | 5K | 85 | – |
VANGUARD GROWTH ETF | ETF | 97K | 263 | – |
ARK 21SHARES BITCOIN | ETF | 1K | 23 | – |
CLEANSPARK INC | COMMON STOCK | 3K | 165 | – |
COINBASE GLOBAL INC | CLASS A | 6K | 26 | – |
DIMENSIONAL WORLD EQUITY | ETF | 557 | 9 | – |
GRAYSCALE DIGITAL LARG F | COMMON STOCK | 4K | 158 | – |
MARATHON DIGITAL HLDGS I | COMMON STOCK | 2K | 108 | – |
MICROSTRATEGY INC | CLASS A | 10K | 6 | – |
VALKYRIE BITCOIN MINERS | ETF | 3K | 160 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 22K | 388 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 35K | 1K | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 18K | 495 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 88K | 2K | – |
VANGUARD SHORT TERM COR | BD ETF | 39K | 494 | – |
VANGUARD GROWTH ETF | ETF | 46K | 125 | – |
DIMENSIONAL WORLD EQUITY | ETF | 3K | 47 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 991 | 17 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 10K | 150 | – |
DIMENSIONAL US REAL | ESTATE ETF | 8K | 321 | – |
DIMENSIONAL U S SMALL | CAP ETF | 4K | 66 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 27K | 703 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 13K | 506 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 20K | 465 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 9K | 231 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 12K | 255 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 13K | 153 | – |
VANGUARD GROWTH ETF | ETF | 12K | 33 | – |
DIMENSIONAL WORLD EQUITY | ETF | 23K | 372 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 11K | 229 | – |
DIMENSIONAL US LRGE CP | VCTR ETF | 31K | 487 | – |
VANGUARD GROWTH ETF | ETF | 27K | 74 | – |
DIMENSIONAL WORLD EQUITY | ETF | 50K | 821 | – |
DIMENSIONAL WORLD EQUITY | ETF | 5K | 82 | – |
AURORA CANNABIS INC F | COMMON STOCK | 98 | 16 | – |
APA CORP | COMMON STOCK | 8K | 250 | – |
BOEING CO | COMMON STOCK | 29K | 150 | – |
BERKSHIRE HATHAWAY | CLASS B | 44K | 100 | – |
CHARGEPOINT HOLDINGS INC | CLASS A | 14K | 7K | – |
CONOCOPHILLIPS | COMMON STOCK | 6K | 50 | – |
SALESFORCE INC | COMMON STOCK | 7K | 27 | – |
CROWDSTRIKE HLDGS INC | CLASS A | 17K | 75 | – |
CEMEX SAB DE C V F | SPONSORED ADR | 3K | 500 | – |
ENBRIDGE INC F | COMMON STOCK | 4K | 100 | – |
GE HEALTHCARE TECHNOLOGI | COMMON STOCK | 3K | 41 | – |
GENERAL MOTORS CO | COMMON STOCK | 24K | 550 | – |
ISHARES CORE MSCI | EMERGING ETF | 2K | 30 | – |
INTEL CORP | COMMON STOCK | 9K | 280 | – |
SOUTHWEST AIRLINES | COMMON STOCK | 2K | 75 | – |
MCDONALDS CORP | COMMON STOCK | 3K | 13 | – |
MARVELL TECHNOLOGY INC | COMMON STOCK | 4K | 61 | – |
PINTEREST INC | CLASS A | 10K | 300 | – |
PAYPAL HOLDINGS INCORPOR | COMMON STOCK | 13K | 200 | – |
QUALCOMM INC | COMMON STOCK | 36K | 200 | – |
ISHARES SILVER TRUST | ETF | 13K | 500 | – |
STEM INC | COMMON STOCK | 305 | 250 | – |
A T & T INC | COMMON STOCK | 2K | 100 | – |
INVSC SOLAR ETF | COMMON STOCK | 2K | 50 | – |
UNITED RENTALS INC | COMMON STOCK | 9K | 12 | – |
VERIZON COMMUNICATN | COMMON STOCK | 6K | 150 | – |
WENDYS CO | COMMON STOCK | 2K | 100 | – |
ENERGY SELECT SECTOR | COMMON STOCK | 5K | 50 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 10K | 380 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 8K | 270 | – |
DIMENSIONAL U S EQUITY | ETF | 21K | 350 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 15K | 185 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 255 | 8 | – |
DELTA AIR LINES INC DEL | COME INVESTOR A | 6K | 150 | – |
DIMENSIONAL INTERN SMALL | CAP VL ETF | 10K | 336 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 3K | 58 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 25K | 764 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 49K | 863 | – |
DIMENSIONAL WORLD EQUITY | ETF | 75K | 1K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 26K | 314 | – |
VANGUARD SHORT TERM COR | BD ETF | 31K | 399 | – |
PROSHARES BIG DATA | REFINERS ETF | 968 | 0 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 30K | 1K | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 13K | 412 | – |
ISHARES TOTAL US STOCK | MARKET ETF | 26K | 212 | – |
VANGUARD GROWTH ETF | ETF | 28K | 76 | – |
DIMENSIONAL WORLD EQUITY | ETF | 2K | 26 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 14K | 357 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 17K | 296 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 98K | 3K | – |
DIMENSIONAL WORLD EQUITY | ETF | 27K | 445 | – |
VANGUARD GROWTH ETF | ETF | 7K | 18 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 123 | – |
DIMENSIONAL WORLD EQUITY | ETF | 71K | 1K | – |
ISHARES CORE US | AGGREGATE BOND ETF | 6K | 62 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 19K | 578 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 14K | 523 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 19K | 584 | – |
VANGUARD SHORT TERM | TREASURY ETF | 1K | 20 | – |
VANGUARD GROWTH ETF | ETF | 16K | 44 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 2K | 89 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 6K | 98 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 25K | 642 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 8K | 303 | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 34K | 800 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 15K | 496 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 13K | 281 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 15K | 462 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 20K | 391 | – |
DIMENSIONAL SHRT DRT FXD | INCM ETF | 1K | 28 | – |
DIMENSIONAL WORLD EQUITY | ETF | 4K | 59 | – |
REALTY INCOME CORP | REIT | 6K | 100 | – |
SCHWAB US SMALL CAP ETF | ETF | 20K | 380 | – |
T ROWE PRICE DIVIDEND | GROWTH ETF | 21K | 530 | – |
VANGUARD GROWTH ETF | ETF | 33K | 90 | – |
DIMENSNL EMG MRKT SUS | CORE 1 ETF | 3K | 75 | – |
DIMENSNL INTERNTL SUS | CORE 1 ETF | 3K | 100 | – |
DIMENSIONAL US SUS CORE | 1 ETF | 10K | 265 | – |
VANGUARD ESG US BOND | ETF | 8K | 126 | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 13K | 254 | – |
DIMENSIONAL WORLD EQUITY | ETF | 8K | 135 | – |
DIMENSIONAL WORLD EQUITY | ETF | 23K | 372 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 10K | 249 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 55K | 2K | – |
VANGUARD ULTRA SHORT | BOND ETF | 11K | 213 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 19K | 585 | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 11K | 428 | – |
VANGUARD ULTRA SHORT | BOND ETF | 6K | 129 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 178K | 3K | – |
DIMENSIONAL U S EQUITY | ETF | 240K | 4K | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 189K | 6K | – |
SCHWAB US DIVIDEND | EQUITY ETF | 985 | 12 | – |
DIMENSIONAL WORLD EQUITY | ETF | 11K | 184 | – |
DIMENSIONAL US REAL | ESTATE ETF | 12K | 505 | – |
DIMENSIONL US LARGE CAP | VALUE ETF | 121K | 4K | – |
DIMENSIONAL U S EQUITY | ETF | 99K | 2K | – |
DIMENSNL ULTRASHRT FIXED | INCM ETF | 12K | 242 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 9K | 290 | – |
FIRST TRUST VALUE | DIVIDEND INDEX ETF | 23K | 531 | – |
MARVELL TECHNOLOGY INC | COME INSTL | 25K | 372 | – |
DIMENSIONAL WORLD EQUITY | ETF | 989 | 16 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 11K | 348 | – |
DIMENSIONAL WORLD EQUITY | ETF | 52K | 850 | – |
VANGUARD TOTAL WORLD | STOCK ETF | 5K | 40 | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 8K | 119 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 12K | 143 | – |
VANGUARD GROWTH ETF | ETF | 11K | 29 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 64K | 1K | – |
DIMENSIONAL WLD EX US CR | EQ 2 ETF | 46K | 2K | – |
DIMENSIONAL NATIONL | MUNPL BND ETF | 31K | 642 | – |
DIMENSIONAL US | MARKETWIDE VALUE ETF | 44K | 1K | – |
ISHARES SHORT TERM NTNL | MUN BND ETF | 31K | 295 | – |
VANGUARD SHORT TERM COR | BD ETF | 32K | 413 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 36K | 435 | – |
VANGUARD SHORT TERM COR | BD ETF | 16K | 210 | – |
DIMENSIONAL WORLD EQUITY | ETF | 7K | 114 | – |
DIMENSIONAL U S TARGETED | VALUE ETF | 31K | 536 | – |
SCHWAB US DIVIDEND | EQUITY ETF | 23K | 281 | – |
SCHWAB INTERNATIONAL | DIVIDND EQY ETF | 23K | 915 | – |
DIMENSIONAL U S CORE | EQUITY 2 ETF | 24K | 710 | – |
DIMENSIONAL INTERN CORE | EQT MKT ETF | 26K | 837 | – |
DIMENSIONAL US CORE | EQUITY MARKT ETF | 69K | 2K | – |
DIMENSIONAL CORE FIXED | INCOME ETF | 25K | 580 | – |
DIMENSIONAL | INTERNATIONAL VAL ETF | 28K | 750 | – |
DIMENSIONAL US SMALL CAP | VALU ETF | 15K | 471 | – |
DIMENSIONAL US HIGH | PROFTBLTY ETF | 58K | 2K | – |
ISHARES CORE MSCI TOTL | INTL STCK ETF | 4K | 52 | – |
VANGUARD ULTRA SHORT | BOND ETF | 115 | 2 | – |
AMFIN FINL CORP | COMMON STOCK | 189 | 1 | – |
AMAZON.COM INC | COMMON STOCK | 15K | 80 | – |
CLEVELAND-CLIFFS INC | COMMON STOCK | 2K | 118 | – |
GE AEROSPACE | COMMON STOCK | 5K | 31 | – |
GE HEALTHCARE TECHNOLOGI | COMMON STOCK | 846 | 10 | – |
GE VERNOVA INC | COMMON STOCK | 1K | 7 | – |
WABTEC | COMMON STOCK | 161 | 1 | – |
SIX FLAGS ENTMT CORP | COMMON STOCK | 3K | 70 | – |
IBM CORP | COMMON STOCK | 59K | 307 | – |
KYNDRYL HLDGS INC | COMMON STOCK | 1K | 54 | – |
MATERION CORP | COMMON STOCK | 2K | 16 | – |
RPM INTERNTNL | COMMON STOCK | 75K | 614 | – |
A T & T INC | COMMON STOCK | 5K | 255 | – |
WARNER BROTHERS DISCOVER | COMMON STOCK | 458 | 53 | – |
UNITED AIRLINES HLDGS | COMMON STOCK | 18K | 400 | – |