$153Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 0.69 | 6,161 | 1,056,490 | REDUCED | -0.93 | |
AGG | ISHARES TR | 2.73 | 37,971 | 4,196,530 | REDUCED | -2.54 | |
AGG | ISHARES TR | 2.01 | 50,982 | 3,096,780 | ADDED | 391 | |
AGG | ISHARES TR | 0.76 | 14,566 | 1,163,230 | ADDED | 3.2 | |
AGG | ISHARES TR | 0.51 | 1,484 | 779,872 | ADDED | 1.23 | |
AGZD | WISDOMTREE TR | 1.11 | 23,635 | 1,706,190 | ADDED | 1.85 | |
BGRN | ISHARES TR | 0.14 | 9,059 | 211,230 | ADDED | 0.27 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.80 | 21,110 | 1,235,940 | ADDED | 27.18 | |
COP | CONOCOPHILLIPS | 0.46 | 5,498 | 699,800 | UNCHANGED | 0.00 | |
CVX | CHEVRON CORP NEW | 0.20 | 1,959 | 309,121 | ADDED | 0.1 | |
DFAC | DIMENSIONAL ETF TRUST | 30.57 | 825,865 | 47,057,700 | ADDED | 0.5 | |
DFAC | DIMENSIONAL ETF TRUST | 15.79 | 594,391 | 24,310,800 | ADDED | 3.3 | |
DFAC | DIMENSIONAL ETF TRUST | 12.52 | 309,243 | 19,278,100 | ADDED | 2.9 | |
DFAC | DIMENSIONAL ETF TRUST | 5.42 | 276,274 | 8,349,070 | ADDED | 2.96 | |
DFAC | DIMENSIONAL ETF TRUST | 5.40 | 198,359 | 8,321,140 | ADDED | 7.69 | |
DFAC | DIMENSIONAL ETF TRUST | 2.72 | 164,757 | 4,191,440 | ADDED | 1.91 | |
DFAC | DIMENSIONAL ETF TRUST | 2.25 | 140,214 | 3,466,140 | ADDED | 1.99 | |
DFAC | DIMENSIONAL ETF TRUST | 1.19 | 49,782 | 1,829,510 | REDUCED | -8.24 | |
DFAC | DIMENSIONAL ETF TRUST | 0.44 | 18,401 | 672,352 | ADDED | 3.77 | |
DFAC | DIMENSIONAL ETF TRUST | 0.29 | 14,647 | 440,878 | ADDED | 0.02 | |
DFAC | DIMENSIONAL ETF TRUST | 0.28 | 19,146 | 428,317 | REDUCED | -4.47 | |
DFAC | DIMENSIONAL ETF TRUST | 0.24 | 14,301 | 371,240 | ADDED | 0.1 | |
DFAC | DIMENSIONAL ETF TRUST | 0.16 | 8,976 | 241,805 | ADDED | 0.2 | |
DMXF | ISHARES TR | 3.24 | 49,549 | 4,990,430 | ADDED | 8.00 | |
FBCG | FIDELITY COVINGTON TRUST | 0.20 | 4,471 | 311,961 | ADDED | 0.02 | |
FBND | FIDELITY MERRIMACK STR TR | 0.23 | 7,737 | 350,618 | REDUCED | -49.02 | |
LYRA | LYRA THERAPEUTICS INC | 0.04 | 10,000 | 62,200 | UNCHANGED | 0.00 | |
MSFT | MICROSOFT CORP | 0.24 | 896 | 376,929 | UNCHANGED | 0.00 | |
NVO | NOVO-NORDISK A S | 0.15 | 1,750 | 224,700 | NEW | ||
PSX | PHILLIPS 66 | 0.17 | 1,628 | 265,918 | UNCHANGED | 0.00 | |
SLB | SCHLUMBERGER LTD | 0.56 | 15,713 | 861,243 | REDUCED | -0.68 | |
SPGI | S&P GLOBAL INC | 0.38 | 1,364 | 580,314 | REDUCED | -5.21 | |
TRGP | TARGA RES CORP | 0.68 | 9,331 | 1,044,980 | UNCHANGED | 0.00 | |
VOO | VANGUARD INDEX FDS | 6.34 | 112,849 | 9,759,740 | ADDED | 1.69 | |
XOM | EXXON MOBIL CORP | 0.86 | 11,353 | 1,319,580 | ADDED | 10.93 | |
BERKSHIRE HATHAWAY INC DEL | 0.26 | 948 | 398,653 | UNCHANGED | 0.00 |