Estatísticas Básicas
Valor do Portfólio $ 293,720,357
Posições Atuais 173
Últimas Participações, Desempenho, AUM (de 13F, 13D)

XY Planning Network, Inc. divulgou 173 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 293,720,357 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de XY Planning Network, Inc. são Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTSM.X) , Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (US:DFAC) , Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (US:VCIT) , Dimensional ETF Trust - Dimensional Core Fixed Income ETF (US:DFCF) , and iShares Trust - iShares Core S&P 500 ETF (US:IVV) .

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Maiores Aumentos Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.07 20.94 7.1306 0.0000
0.46 16.37 5.5724 0.0000
0.23 9.60 3.2696 0.0000
0.14 7.37 2.5093 0.0000
0.01 8.11 2.7604 0.0000
0.01 7.46 2.5407 0.0000
0.18 5.61 1.9109 0.0000
0.13 7.59 2.5855 0.0000
0.06 4.81 1.6363 0.0000
0.01 5.75 1.9566 0.0000
Maiores Diminuições Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2025-11-13 para o período de relatório 2025-09-30. Clique no ícone de link para ver o histórico completo da transação.

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2022-07-28: Nota Importante - Mudamos o tratamento da coluna Δ % do Portfólio nesta tabela. Anteriormente, estávamos relatando como a mudança percentual na alocação do portfólio. Agora estamos relatando como a mudança bruta na alocação do portfólio (ainda relatada como um percentual). Em termos de fórmula, antes relatávamos como 100 * (alocação atual - alocação anterior) / alocação anterior. Agora estamos relatando como (alocação atual - alocação anterior).
Ativo Tipo Preço Médio por Ação Ações
(MM)		 ΔAções
(%)		 Valor
($MM)		 ΔAções
(%)		 Portfólio
(%)		 ΔPortfólio
(%)
VTSM.X / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.07 0.00 20.94 0.00 7.1306 0.0000
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.46 0.00 16.37 0.00 5.5724 0.0000
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.12 0.00 9.90 0.00 3.3694 0.0000
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF 0.23 0.00 9.60 0.00 3.2696 0.0000
IVV / iShares Trust - iShares Core S&P 500 ETF 0.01 0.00 8.11 0.00 2.7604 0.0000
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.13 0.00 7.59 0.00 2.5855 0.0000
SPY / SPDR S&P 500 ETF 0.01 0.00 7.46 0.00 2.5407 0.0000
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 0.14 0.00 7.37 0.00 2.5093 0.0000
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 0.00 5.75 0.00 1.9566 0.0000
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 0.18 0.00 5.61 0.00 1.9109 0.0000
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.01 0.00 5.29 0.00 1.8027 0.0000
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF 0.19 0.00 5.07 0.00 1.7276 0.0000
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.10 0.00 5.01 0.00 1.7065 0.0000
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 0.06 0.00 4.81 0.00 1.6363 0.0000
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.07 0.00 4.50 0.00 1.5315 0.0000
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF 0.08 0.00 4.49 0.00 1.5291 0.0000
AESR / Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 0.24 0.00 4.49 0.00 1.5278 0.0000
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF 0.14 0.00 4.21 0.00 1.4332 0.0000
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF 0.08 0.00 4.17 0.00 1.4201 0.0000
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 0.14 0.00 4.04 0.00 1.3742 0.0000
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.06 0.00 3.87 0.00 1.3172 0.0000
AAPL / Apple Inc. 0.02 0.00 3.50 0.00 1.1914 0.0000
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 0.07 0.00 3.33 0.00 1.1333 0.0000
TPIF / The Timothy Plan - Timothy Plan International ETF 0.10 0.00 3.30 0.00 1.1236 0.0000
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.03 0.00 3.25 0.00 1.1079 0.0000
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 0.11 0.00 3.19 0.00 1.0855 0.0000
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.06 0.00 3.19 0.00 1.0849 0.0000
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 0.05 0.00 3.17 0.00 1.0789 0.0000
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.06 0.00 3.07 0.00 1.0444 0.0000
IWV / iShares Trust - iShares Russell 3000 ETF 0.01 0.00 3.02 0.00 1.0292 0.0000
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.03 0.00 2.75 0.00 0.9361 0.0000
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF 0.08 0.00 2.67 0.00 0.9107 0.0000
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund 0.02 0.00 2.61 0.00 0.8885 0.0000
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.02 0.00 2.45 0.00 0.8340 0.0000
AFIF / Two Roads Shared Trust - Anfield Universal Fixed Income ETF 0.26 0.00 2.42 0.00 0.8250 0.0000
PTL / Northern Lights Fund Trust IV - Inspire 500 ETF 0.01 0.00 2.42 0.00 0.8240 0.0000
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.02 0.00 2.26 0.00 0.7681 0.0000
UYLD / Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 0.04 0.00 2.22 0.00 0.7563 0.0000
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 0.02 0.00 2.13 0.00 0.7252 0.0000
CME / CME Group Inc. 0.01 0.00 2.06 0.00 0.7015 0.0000
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF 0.02 0.00 2.05 0.00 0.6967 0.0000
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 0.00 2.00 0.00 0.6800 0.0000
QQQ / Invesco QQQ Trust, Series 1 0.00 0.00 1.92 0.00 0.6553 0.0000
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF 0.05 0.00 1.88 0.00 0.6401 0.0000
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF 0.02 0.00 1.79 0.00 0.6096 0.0000
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 0.03 0.00 1.77 0.00 0.6017 0.0000
TPSC / The Timothy Plan - Timothy Plan US Small Cap Core ETF 0.04 0.00 1.72 0.00 0.5843 0.0000
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.01 0.00 1.70 0.00 0.5792 0.0000
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.03 0.00 1.66 0.00 0.5638 0.0000
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF 0.04 0.00 1.61 0.00 0.5477 0.0000
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.02 0.00 1.60 0.00 0.5446 0.0000
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF 0.02 0.00 1.55 0.00 0.5281 0.0000
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.01 0.00 1.46 0.00 0.4956 0.0000
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 0.02 0.00 1.45 0.00 0.4940 0.0000
REET / iShares Trust - iShares Global REIT ETF 0.06 0.00 1.45 0.00 0.4932 0.0000
AMZN / Amazon.com, Inc. 0.01 0.00 1.44 0.00 0.4891 0.0000
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 0.03 0.00 1.38 0.00 0.4687 0.0000
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF 0.03 0.00 1.32 0.00 0.4482 0.0000
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.05 0.00 1.31 0.00 0.4472 0.0000
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.02 0.00 1.31 0.00 0.4454 0.0000
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund 0.02 0.00 1.26 0.00 0.4273 0.0000
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.01 0.00 1.24 0.00 0.4209 0.0000
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.05 0.00 1.21 0.00 0.4122 0.0000
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF 0.01 0.00 1.11 0.00 0.3775 0.0000
CBOE / Cboe Global Markets, Inc. 0.00 0.00 1.11 0.00 0.3763 0.0000
MUB / iShares Trust - iShares National Muni Bond ETF 0.01 0.00 1.10 0.00 0.3760 0.0000
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 0.03 0.00 1.10 0.00 0.3729 0.0000
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.03 0.00 1.06 0.00 0.3616 0.0000
QMOM / EA Series Trust - Alpha Architect U.S. Quantitative Momentum ETF 0.02 0.00 1.04 0.00 0.3553 0.0000
VTV / Vanguard Index Funds - Vanguard Value ETF 0.01 0.00 1.03 0.00 0.3519 0.0000
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.01 0.00 1.02 0.00 0.3477 0.0000
AVGO / Broadcom Inc. 0.00 0.00 0.98 0.00 0.3333 0.0000
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.02 0.00 0.96 0.00 0.3281 0.0000
QVAL / EA Series Trust - Alpha Architect U.S. Quantitative Value ETF 0.02 0.00 0.95 0.00 0.3241 0.0000
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 0.01 0.00 0.88 0.00 0.2999 0.0000
MSFT / Microsoft Corporation 0.00 0.00 0.87 0.00 0.2970 0.0000
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF 0.02 0.00 0.87 0.00 0.2964 0.0000
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.01 0.00 0.86 0.00 0.2937 0.0000
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF 0.02 0.00 0.84 0.00 0.2854 0.0000
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 0.84 0.00 0.2845 0.0000
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF 0.01 0.00 0.83 0.00 0.2809 0.0000
RLY / SPDR Series Trust - State Street Multi-Asset Real Return ETF 0.03 0.00 0.81 0.00 0.2770 0.0000
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF 0.02 0.00 0.81 0.00 0.2764 0.0000
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.01 0.00 0.81 0.00 0.2758 0.0000
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF 0.01 0.00 0.78 0.00 0.2657 0.0000
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 0.00 0.76 0.00 0.2603 0.0000
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 0.01 0.00 0.76 0.00 0.2571 0.0000
HIDE / EA Series Trust - Alpha Architect High Inflation and Deflation ETF 0.03 0.00 0.75 0.00 0.2550 0.0000
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 0.00 0.74 0.00 0.2517 0.0000
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF 0.02 0.00 0.71 0.00 0.2406 0.0000
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF 0.01 0.00 0.71 0.00 0.2403 0.0000
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 0.00 0.70 0.00 0.2398 0.0000
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 0.00 0.68 0.00 0.2312 0.0000
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 0.00 0.68 0.00 0.2309 0.0000
JPM / JPMorgan Chase & Co. 0.00 0.00 0.66 0.00 0.2234 0.0000
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF 0.02 0.00 0.65 0.00 0.2196 0.0000
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 0.00 0.64 0.00 0.2180 0.0000
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 0.03 0.00 0.64 0.00 0.2172 0.0000
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 0.03 0.00 0.62 0.00 0.2125 0.0000
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF 0.01 0.00 0.61 0.00 0.2066 0.0000
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 0.03 0.00 0.58 0.00 0.1987 0.0000
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.01 0.00 0.55 0.00 0.1879 0.0000
COST / Costco Wholesale Corporation 0.00 0.00 0.55 0.00 0.1872 0.0000
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0.01 0.00 0.53 0.00 0.1807 0.0000
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.02 0.00 0.52 0.00 0.1766 0.0000
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 0.00 0.52 0.00 0.1763 0.0000
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 0.02 0.00 0.51 0.00 0.1729 0.0000
IMOM / EA Series Trust - Alpha Architect International Quantitative Momentum ETF 0.01 0.00 0.50 0.00 0.1694 0.0000
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 0.01 0.00 0.50 0.00 0.1691 0.0000
ORCL / Oracle Corporation 0.00 0.00 0.50 0.00 0.1690 0.0000
V / Visa Inc. 0.00 0.00 0.50 0.00 0.1687 0.0000
VPLS / Vanguard Malvern Funds - Core Plus Bond Fund 0.01 0.00 0.48 0.00 0.1636 0.0000
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.00 0.00 0.48 0.00 0.1620 0.0000
IVAL / EA Series Trust - Alpha Architect International Quantitative Value ETF 0.02 0.00 0.47 0.00 0.1595 0.0000
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF 0.01 0.00 0.46 0.00 0.1578 0.0000
GOOGL / Alphabet Inc. 0.00 0.00 0.45 0.00 0.1548 0.0000
WM / Waste Management, Inc. 0.00 0.00 0.44 0.00 0.1488 0.0000
JPLD / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF 0.01 0.00 0.44 0.00 0.1486 0.0000
TGRW / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 0.01 0.00 0.41 0.00 0.1386 0.0000
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF 0.02 0.00 0.40 0.00 0.1352 0.0000
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 0.01 0.00 0.40 0.00 0.1348 0.0000
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 0.00 0.39 0.00 0.1342 0.0000
GOOG / Alphabet Inc. 0.00 0.00 0.38 0.00 0.1308 0.0000
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF 0.01 0.00 0.38 0.00 0.1307 0.0000
CAOS / EA Series Trust - Alpha Architect Tail Risk ETF 0.00 0.00 0.38 0.00 0.1278 0.0000
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 0.01 0.00 0.37 0.00 0.1259 0.0000
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.01 0.00 0.36 0.00 0.1236 0.0000
JNJ / Johnson & Johnson 0.00 0.00 0.36 0.00 0.1221 0.0000
FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF 0.01 0.00 0.36 0.00 0.1211 0.0000
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.00 0.34 0.00 0.1174 0.0000
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 0.00 0.34 0.00 0.1154 0.0000
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 0.00 0.34 0.00 0.1143 0.0000
META / Meta Platforms, Inc. 0.00 0.00 0.34 0.00 0.1141 0.0000
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.02 0.00 0.33 0.00 0.1138 0.0000
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.01 0.00 0.33 0.00 0.1114 0.0000
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.00 0.00 0.33 0.00 0.1113 0.0000
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF 0.01 0.00 0.33 0.00 0.1108 0.0000
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July 0.01 0.00 0.32 0.00 0.1106 0.0000
XOM / Exxon Mobil Corporation 0.00 0.00 0.32 0.00 0.1105 0.0000
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund 0.00 0.00 0.32 0.00 0.1098 0.0000
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF 0.01 0.00 0.32 0.00 0.1082 0.0000
HD / The Home Depot, Inc. 0.00 0.00 0.31 0.00 0.1065 0.0000
IDV / iShares Trust - iShares International Select Dividend ETF 0.01 0.00 0.31 0.00 0.1056 0.0000
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF 0.00 0.00 0.29 0.00 0.1002 0.0000
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF 0.00 0.00 0.29 0.00 0.0994 0.0000
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 0.01 0.00 0.29 0.00 0.0989 0.0000
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF 0.00 0.00 0.29 0.00 0.0980 0.0000
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.00 0.28 0.00 0.0966 0.0000
CAT / Caterpillar Inc. 0.00 0.00 0.28 0.00 0.0960 0.0000
IWY / iShares Trust - iShares Russell Top 200 Growth ETF 0.00 0.00 0.28 0.00 0.0949 0.0000
TSLA / Tesla, Inc. 0.00 0.00 0.27 0.00 0.0918 0.0000
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 0.00 0.27 0.00 0.0905 0.0000
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF 0.00 0.00 0.26 0.00 0.0875 0.0000
BGRN / iShares Trust - iShares USD Green Bond ETF 0.01 0.00 0.26 0.00 0.0874 0.0000
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF 0.00 0.00 0.25 0.00 0.0868 0.0000
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF 0.00 0.00 0.25 0.00 0.0865 0.0000
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 0.00 0.25 0.00 0.0858 0.0000
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 0.01 0.00 0.24 0.00 0.0811 0.0000
UNH / UnitedHealth Group Incorporated 0.00 0.00 0.24 0.00 0.0801 0.0000
MS / Morgan Stanley 0.00 0.00 0.23 0.00 0.0796 0.0000
IBIT / iShares Bitcoin Trust ETF 0.00 0.00 0.23 0.00 0.0788 0.0000
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 0.00 0.23 0.00 0.0779 0.0000
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF 0.01 0.00 0.22 0.00 0.0752 0.0000
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 0.00 0.22 0.00 0.0750 0.0000
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF 0.01 0.00 0.22 0.00 0.0749 0.0000
NFLX / Netflix, Inc. 0.00 0.00 0.21 0.00 0.0725 0.0000
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF 0.01 0.00 0.21 0.00 0.0725 0.0000
AVNM / American Century ETF Trust - Avantis All International Markets Equity ETF 0.00 0.00 0.21 0.00 0.0721 0.0000
UJAN / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January 0.01 0.00 0.21 0.00 0.0710 0.0000
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 0.00 0.21 0.00 0.0699 0.0000
SMCI / Super Micro Computer, Inc. 0.00 0.00 0.20 0.00 0.0697 0.0000
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.00 0.00 0.20 0.00 0.0694 0.0000
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.00 0.00 0.20 0.00 0.0688 0.0000