CIK: 0001481714
Total reported value
$1.1B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 23.84% | -0.02% | +1.98% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.83% | +0.09% | +3.27% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.61% | +0.02% | -1.27% | |
| 4 | AVSF | Avantis Short-term Fixed INC | ETF-Other | 7.17% | -0.13% | +2.92% | |
| 5 | AVIG | Avantis Core Fixed Income | ETF-Other | 5.70% | +0.03% | +3.22% | |
| 6 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.81% | -0.07% | -0.79% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.49% | +0.02% | -1.03% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.36% | +0.36% | +2.79% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.79% | +0.09% | +2.64% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | -0.03% | -0.16% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.04% | -0.09% | -49.31% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.95% | -1.07% | — | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.83% | -0.04% | +2.75% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 2.10% | -0.03% | -0.57% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.24% | -0.01% | -1.41% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | — | -30.50% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | — | -0.76% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.81% | -0.11% | +0.23% | |
| 19 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.51% | +0.03% | — | |
| 20 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.45% | — | +10.87% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | -0.05% | -3.11% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | — | -1.22% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | — | +3.52% | |
| 24 | MO | Altria Group INC | Stock-Consumer Staples | 0.31% | — | -0.80% | |
| 25 | AAPL | Apple INC | Stock-Tech | 0.31% | — | -2.93% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | — | +0.06% | |
| 27 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.23% | — | +1.31% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | — | +0.01% | |
| 29 | HCA | Hca Healthcare INC | Stock-Healthcare | 0.20% | — | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.19% | — | +0.90% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | -0.03% | -2.00% | |
| 32 | DFCF | Dimensional Core Fixed INC | ETF-Other | 0.19% | — | +0.56% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.18% | -0.03% | -0.57% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | — | +3.24% | |
| 35 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.14% | — | -0.03% | |
| 36 | GWW | Ww Grainger INC | Stock-Industrials | 0.13% | — | +0.26% | |
| 37 | BDN | Brandywine Realty Trust | Stock-Other | 0.12% | — | +28.78% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.12% | +0.72% | +0.38% | |
| 39 | D | Dominion Energy INC | Stock-Utilities | 0.11% | — | +20.88% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | +0.01% | -5.08% | |
| 41 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.10% | -0.01% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.10% | — | — | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | -1.37% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.09% | — | +0.27% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | +1.91% | |
| 46 | QCOM | Qualcomm INC | Stock-Tech | 0.09% | -0.02% | — | |
| 47 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.09% | — | +1.81% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | — | +38.82% | |
| 49 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.08% | -0.02% | +0.03% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | — | -2.53% |