Tci Wealth Advisors, Inc.
CIK Number: 0001583751
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional U.S... | 63.59 | +1.49% | 2.4M | +2.10% | 156.36M | 58.18 | 13.06% |
| 2 | DFUS | Dimensional U.S... | 66.42 | +0.87% | 2.34M | -0.88% | 149.37M | 47.22 | 12.48% |
| 3 | DFUV | Dimensional US ... | 42.08 | +0.97% | 2.29M | +1.99% | 93.62M | 32.64 | 7.82% |
| 4 | AVUV | Avantis U.S. Sm... | 90.91 | +1.61% | 802.66K | +0.63% | 77.48M | 76.89 | 6.47% |
| 5 | DFAC | Dimensional U.S... | 35.55 | +1.01% | 2M | +3.70% | 69.23M | 28.26 | 5.78% |
| 6 | DFIV | Dimensional Int... | 42.48 | +1.11% | 1.37M | +4.59% | 48.68M | 33.16 | 4.07% |
| 7 | AVDV | Avantis Interna... | 78.47 | +1.83% | 649.43K | +2.65% | 42.27M | 61.29 | 3.53% |
| 8 | AAPL | Apple Inc. | 201.21 | -0.18% | 141.97K | -1.44% | 35.55M | 73.86 | 2.97% |
| 9 | DFGR | Dimensional Glo... | 26.64 | +0.02% | 1.34M | +16.33% | 34.2M | 25.88 | 2.86% |
| 10 | DFIS | Dimensional Int... | 29.51 | +1.62% | 1.29M | +17.07% | 31.75M | 23.48 | 2.65% |
| 11 | DFAE | Dimensional Eme... | 28.91 | +0.61% | 1.12M | +24.33% | 28.3M | 25.06 | 2.36% |
| 12 | DFAT | Dimensional U.S... | 53.88 | +1.69% | 499.75K | -1.53% | 27.82M | 44.8 | 2.32% |
| 13 | DUHP | Dimensional US ... | 35.15 | +0.47% | 718.21K | +19.48% | 24.27M | 29.28 | 2.03% |
| 14 | DFAX | Dimensional Wor... | 29.14 | +1.13% | 955.89K | +5.10% | 23.76M | 25.48 | 1.99% |
| 15 | DFGP | Dimensional Glo... | 54.40 | +0.24% | 439.8K | +4.02% | 23.23M | 53.22 | 1.94% |
| 16 | AGG | iShares Core U.... | 99.08 | +0.28% | 224.91K | +3.72% | 21.79M | 99.84 | 1.82% |
| 17 | DIHP | Dimensional Int... | 29.18 | +1.09% | 717.76K | +21.49% | 18.11M | 24.05 | 1.51% |
| 18 | AVEM | Avantis Emergin... | 68.37 | +0.62% | 270.64K | +1.06% | 15.91M | 52.41 | 1.33% |
| 19 | VTI | Vanguard Total ... | 302.04 | +0.90% | 53.66K | +0.13% | 15.55M | 113.18 | 1.30% |
| 20 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 34.9K | +0.89% | 14.71M | 184.33 | 1.23% |
| 21 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 45.09K | -1.31% | 9.89M | 47.26 | 0.83% |
| 22 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 19.78K | -2.04% | 8.96M | 161.77 | 0.75% |
| 23 | AVDE | Avantis Interna... | 73.33 | +1.40% | 142.95K | +4.35% | 8.77M | 55.15 | 0.73% |
| 24 | IVV | iShares Core S&... | 614.96 | +0.82% | 11.79K | -1.6% | 6.94M | 166.98 | 0.58% |
| 25 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 50.69K | -3.12% | 6.81M | 42.32 | 0.57% |
| 26 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 8.23K | +0.38% | 6.35M | 152.64 | 0.53% |
| 27 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 57.93K | -0.69% | 6.23M | 88.36 | 0.52% |
| 28 | MCD | McDonald's Corp... | 285.78 | +0.08% | 19.56K | +1.03% | 5.67M | 112.85 | 0.47% |
| 29 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 9.65K | -0.08% | 5.65M | 288.77 | 0.47% |
| 30 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 37.97K | -2.34% | 5.49M | 97.08 | 0.46% |
| 31 | CAT | Caterpillar Inc... | 382.01 | +2.81% | 15.12K | -3.05% | 5.48M | 132.2 | 0.46% |
| 32 | COST | Costco Wholesal... | 983.03 | -0.36% | 5.87K | +1.72% | 5.38M | 226.02 | 0.45% |
| 33 | DFAI | Dimensional Int... | 34.23 | +1.23% | 156.85K | +9.31% | 4.58M | 28.2 | 0.38% |
| 34 | QUAL | iShares MSCI US... | 180.45 | +0.60% | 23.56K | -2.21% | 4.2M | 111.73 | 0.35% |
| 35 | CVX | Chevron Corpora... | 144.42 | +0.83% | 28.72K | -0.36% | 4.16M | 101.91 | 0.35% |
| 36 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 15.94K | -2.3% | 3.82M | 79.11 | 0.32% |
| 37 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 19.77K | -20.5% | 3.76M | 67.66 | 0.31% |
| 38 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 19.75K | -2.41% | 3.74M | 75.54 | 0.31% |
| 39 | HON | Honeywell Inter... | 226.44 | +2.10% | 15.88K | -0.04% | 3.59M | 95.03 | 0.30% |
| 40 | ABBV | AbbVie Inc. | 186.97 | +0.85% | 16.38K | +0.60% | 2.91M | 65.66 | 0.24% |
| 41 | KMB | Kimberly-Clark ... | 126.85 | -1.01% | 20.19K | -0.01% | 2.65M | 90.11 | 0.22% |
| 42 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 4.89K | -1.17% | 2.63M | 360.07 | 0.22% |
| 43 | DFLV | Dimensional US ... | 30.88 | +0.92% | 86.89K | +14.78% | 2.61M | 27.84 | 0.22% |
| 44 | HD | The Home Depot,... | 363.71 | +0.51% | 6.57K | -3.31% | 2.56M | 209.85 | 0.21% |
| 45 | PG | The Procter & G... | 158.66 | -0.19% | 14.97K | -1.01% | 2.51M | 105.46 | 0.21% |
| 46 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 4.84K | +3.87% | 2.47M | 336.9 | 0.21% |
| 47 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 5.99K | -9.39% | 2.42M | 144.58 | 0.20% |
| 48 | DFSD | Dimensional Sho... | 47.98 | +0.18% | 50.8K | +554.24% | 2.38M | 46.9 | 0.20% |
| 49 | META | Meta Platforms,... | 726.45 | +2.51% | 4.06K | -3.06% | 2.38M | 273.55 | 0.20% |
| 50 | PEP | PepsiCo, Inc. | 128.20 | +0.14% | 14.68K | -2.01% | 2.23M | 108.73 | 0.19% |
| 51 | WWD | Woodward, Inc. | 247.50 | +1.68% | 13.13K | -0.02% | 2.19M | 51.06 | 0.18% |
| 52 | DFAW | Dimensional Wor... | 66.51 | +0.97% | 33.63K | +32.67% | 2.1M | 62.22 | 0.18% |
| 53 | UPST | Upstart Holding... | 63.44 | +1.59% | 31.2K | -30.3% | 1.92M | 125.53 | 0.16% |
| 54 | VNQ | Vanguard Real E... | 88.31 | -1.01% | 21.35K | +0.99% | 1.9M | 83.57 | 0.16% |
| 55 | DFSU | Dimensional US ... | 38.88 | +1.05% | 50K | +14.17% | 1.89M | 31.66 | 0.16% |
| 56 | WMT | Walmart Inc. | 96.16 | -1.13% | 20.65K | +0.30% | 1.87M | 40.56 | 0.16% |
| 57 | AVLV | Avantis U.S. La... | 67.64 | +1.11% | 27.36K | 0.00% | 1.83M | 63.12 | 0.15% |
| 58 | DHR | Danaher Corpora... | 201.71 | +0.35% | 7.68K | -2.56% | 1.76M | 118.79 | 0.15% |
| 59 | CLX | The Clorox Comp... | 118.01 | -1.23% | 10.55K | -22.13% | 1.71M | 156.2 | 0.14% |
| 60 | VB | Vanguard Small ... | 237.05 | +1.40% | 6.82K | -7.14% | 1.64M | 150.52 | 0.14% |
| 61 | BND | Vanguard Total ... | 73.52 | +0.29% | 22.36K | -1.21% | 1.61M | 74.6 | 0.13% |
| 62 | VDE | Vanguard Energy... | 120.39 | +0.63% | 13.09K | -9.03% | 1.59M | 74.67 | 0.13% |
| 63 | V | Visa Inc. | 346.26 | +0.29% | 4.86K | -4.16% | 1.54M | 171.36 | 0.13% |
| 64 | IBM | International B... | 292.32 | +0.43% | 6.93K | -1.04% | 1.52M | 172.45 | 0.13% |
| 65 | VBK | Vanguard Small ... | 275.93 | +1.40% | 5.41K | 0.00% | 1.51M | 164.17 | 0.13% |
| 66 | SM | SM Energy Compa... | 25.44 | +3.08% | 38.9K | 0.00% | 1.51M | 13.16 | 0.13% |
| 67 | MA | Mastercard Inco... | 546.24 | -0.63% | 2.79K | -7.96% | 1.47M | 261.85 | 0.12% |
| 68 | AXP | American Expres... | 311.66 | +0.99% | 4.63K | +0.30% | 1.37M | 97.85 | 0.11% |
| 69 | MMM | 3M Company | 150.88 | +2.12% | 10.59K | -1.8% | 1.37M | 97.22 | 0.11% |
| 70 | UNP | Union Pacific C... | 229.69 | +1.27% | 5.87K | -0.1% | 1.34M | 119.73 | 0.11% |
| 71 | DVY | iShares Select ... | 131.96 | +0.98% | 10.11K | +0.03% | 1.33M | 71.59 | 0.11% |
| 72 | ITW | Illinois Tool W... | 246.95 | +0.51% | 5.18K | -1.16% | 1.31M | 72.38 | 0.11% |
| 73 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 5.34K | -8.64% | 1.24M | 88.53 | 0.10% |
| 74 | ABT | Abbott Laborato... | 133.70 | -2.69% | 10.8K | -5.17% | 1.22M | 61.02 | 0.10% |
| 75 | T | AT&T Inc. | 28.04 | +0.41% | 50.52K | +2.43% | 1.15M | 23.14 | 0.10% |
| 76 | NOW | ServiceNow, Inc... | 1012.00 | +0.68% | 1.05K | -10.93% | 1.11M | 512.15 | 0.09% |
| 77 | IWD | iShares Russell... | 192.93 | +0.76% | 5.69K | -8.67% | 1.05M | 105.77 | 0.09% |
| 78 | TXN | Texas Instrumen... | 206.37 | +0.48% | 5.58K | -0.29% | 1.05M | 145.21 | 0.09% |
| 79 | EFA | iShares MSCI EA... | 88.55 | +1.13% | 13.5K | +0.04% | 1.02M | 59.46 | 0.09% |
| 80 | VZ | Verizon Communi... | 42.13 | +0.01% | 25.47K | -5.32% | 1.02M | 47.49 | 0.09% |
| 81 | MRK | Merck & Co., In... | 78.92 | -0.94% | 10.22K | +4.58% | 1.02M | 73.3 | 0.08% |
| 82 | SCHW | The Charles Sch... | 89.52 | -0.32% | 13.49K | -14.8% | 998.16K | 56.53 | 0.08% |
| 83 | VUG | Vanguard Growth... | 433.78 | +0.82% | 2.4K | -7.71% | 983.15K | 279.95 | 0.08% |
| 84 | BSV | Vanguard Short-... | 78.66 | +0.17% | 12.19K | -8.51% | 941.77K | 76.62 | 0.08% |
| 85 | QCOM | QUALCOMM Incorp... | 158.18 | +1.44% | 6.13K | -3.07% | 941.64K | 82.56 | 0.08% |
| 86 | AMGN | Amgen Inc. | 279.05 | -0.47% | 3.54K | -3.6% | 921.61K | 144.77 | 0.08% |
| 87 | MCK | McKesson Corpor... | 722.75 | +0.60% | 1.53K | +0.07% | 872.68K | 172.26 | 0.07% |
| 88 | RTX | RTX Corporation | 142.71 | +0.94% | 7.26K | -4.68% | 840.52K | 80.34 | 0.07% |
| 89 | ZION | Zions Bancorpor... | 51.45 | +2.62% | 14.87K | -0.06% | 806.7K | 28.24 | 0.07% |
| 90 | GE | General Electri... | 251.50 | +0.64% | 4.79K | -3.56% | 799.28K | 67.5 | 0.07% |
| 91 | VIG | Vanguard Divide... | 203.59 | +0.62% | 4.07K | +2.70% | 796.74K | 122.83 | 0.07% |
| 92 | SCHG | Schwab U.S. Lar... | 28.88 | +0.87% | 28.01K | +297.22% | 780.58K | 13.27 | 0.07% |
| 93 | GS | The Goldman Sac... | 687.95 | +2.70% | 1.36K | -2.37% | 777.05K | 316.17 | 0.06% |
| 94 | UNH | UnitedHealth Gr... | 302.52 | +0.17% | 1.52K | -12.92% | 767.39K | 299.35 | 0.06% |
| 95 | D | Dominion Energy... | 55.22 | +0.04% | 14.08K | +1.76% | 758.13K | 74.96 | 0.06% |
| 96 | ORCL | Oracle Corporat... | 213.02 | +1.09% | 4.54K | -7.7% | 756.71K | 85.33 | 0.06% |
| 97 | VTV | Vanguard Value ... | 176.23 | +0.72% | 4.32K | -15.17% | 731.78K | 113.68 | 0.06% |
| 98 | DFSI | Dimensional Int... | 38.94 | +1.09% | 22.26K | +7.88% | 731.21K | 31.86 | 0.06% |
| 99 | LMT | Lockheed Martin... | 458.13 | -0.06% | 1.5K | -18.23% | 727.94K | 339.41 | 0.06% |
| 100 | MDY | SPDR S&P MIDCAP... | 565.37 | +1.38% | 1.27K | 0.00% | 722.23K | 457.42 | 0.06% |
| 101 | TFLO | iShares Treasur... | 50.62 | 0.00% | 14.29K | -3.98% | 721.37K | 50.67 | 0.06% |
| 102 | VSS | Vanguard FTSE A... | 133.16 | +1.34% | 6.21K | -5.26% | 711.24K | 113.38 | 0.06% |
| 103 | BAC | Bank of America... | 47.51 | +1.40% | 16.06K | -2.31% | 705.91K | 26.82 | 0.06% |
| 104 | IWF | iShares Russell... | 419.42 | +0.96% | 1.71K | -2.12% | 685.9K | 174.33 | 0.06% |
| 105 | BX | Blackstone Inc. | 148.20 | +3.22% | 3.98K | +0.03% | 685.49K | 77.45 | 0.06% |
| 106 | GWW | W.W. Grainger, ... | 1016.00 | -0.77% | 650 | -0.15% | 685.13K | 235.07 | 0.06% |
| 107 | CSCO | Cisco Systems, ... | 68.97 | +1.15% | 11.23K | +1.93% | 664.82K | 33.36 | 0.06% |
| 108 | CVS | CVS Health Corp... | 68.11 | +2.61% | 14.75K | -0.7% | 662.04K | 59.61 | 0.06% |
| 109 | DIS | The Walt Disney... | 121.64 | +1.86% | 5.87K | -5.72% | 653.98K | 84.22 | 0.05% |
| 110 | PM | Philip Morris I... | 180.65 | +0.58% | 5.33K | -2.54% | 641.61K | 87.99 | 0.05% |
| 111 | NFLX | Netflix, Inc. | 1306.80 | +2.47% | 700 | +1.60% | 623.92K | 565.15 | 0.05% |
| 112 | NEAR | iShares Short M... | 51.08 | +0.14% | 11.73K | 0.00% | 592.57K | 49.73 | 0.05% |
| 113 | FDX | FedEx Corporati... | 221.09 | -0.41% | 2.09K | +1.06% | 588.82K | 194.87 | 0.05% |
| 114 | VEU | Vanguard FTSE A... | 66.77 | +0.98% | 10.14K | 0.00% | 581.97K | 49.01 | 0.05% |
| 115 | ISRG | Intuitive Surgi... | 534.45 | +2.46% | 1.09K | +0.83% | 570.5K | 166.52 | 0.05% |
| 116 | TRV | The Travelers C... | 263.08 | +0.87% | 2.33K | -1.02% | 560.55K | 106.26 | 0.05% |
| 117 | VBR | Vanguard Small ... | 195.46 | +1.41% | 2.77K | -11.45% | 548.51K | 122.76 | 0.05% |
| 118 | CRM | Salesforce, Inc... | 270.60 | +1.06% | 1.63K | +1.12% | 544.87K | 163.91 | 0.05% |
| 119 | DE | Deere & Company | 508.48 | +0.34% | 1.27K | -1.01% | 539.37K | 202.35 | 0.05% |
| 120 | PFE | Pfizer Inc. | 24.28 | +0.08% | 19.71K | +29.64% | 522.8K | 30.57 | 0.04% |
| 121 | MPC | Marathon Petrol... | 167.49 | +1.09% | 3.72K | -0.29% | 518.75K | 74.69 | 0.04% |
| 122 | DFSV | Dimensional US ... | 29.43 | +1.71% | 16.76K | +25.34% | 515.75K | 26.03 | 0.04% |
| 123 | TJX | The TJX Compani... | 122.30 | -0.15% | 4.22K | -0.94% | 509.7K | 50.55 | 0.04% |
| 124 | BIV | Vanguard Interm... | 77.22 | +0.31% | 6.78K | +2.76% | 506.89K | 74.3 | 0.04% |
| 125 | VWO | Vanguard Emergi... | 49.45 | +0.69% | 11.37K | +4.36% | 500.88K | 43.07 | 0.04% |
| 126 | LII | Lennox Internat... | 565.78 | +0.14% | 818 | -0.24% | 498.41K | 127.37 | 0.04% |
| 127 | CTAS | Cintas Corporat... | 220.48 | +0.57% | 2.69K | -1.32% | 491.83K | 41.63 | 0.04% |
| 128 | SCHF | Schwab Internat... | 21.89 | +1.08% | 25.78K | +89.16% | 476.88K | 19.13 | 0.04% |
| 129 | TMO | Thermo Fisher S... | 411.91 | +0.31% | 907 | -7.16% | 471.85K | 374.36 | 0.04% |
| 130 | IFRA | iShares U.S. In... | 48.86 | +1.37% | 10.15K | 0.00% | 469.66K | 35.11 | 0.04% |
| 131 | PPG | PPG Industries,... | 113.88 | +0.55% | 3.89K | -3.19% | 464.66K | 85.25 | 0.04% |
| 132 | PNW | Pinnacle West C... | 88.93 | +0.21% | 5.45K | -6.16% | 462.08K | 67.5 | 0.04% |
| 133 | IWR | iShares Russell... | 91.43 | +0.95% | 5.03K | -5.26% | 444.48K | 69.51 | 0.04% |
| 134 | MO | Altria Group, I... | 58.81 | -0.22% | 8.47K | -1.55% | 442.76K | 40.83 | 0.04% |
| 135 | PFF | iShares Preferr... | 30.68 | +0.67% | 13.97K | +5.06% | 439.12K | 35.33 | 0.04% |
| 136 | ATR | AptarGroup, Inc... | 154.68 | +0.49% | 2.74K | 0.00% | 430.45K | 57.51 | 0.04% |
| 137 | VT | Vanguard Total ... | 127.47 | +0.95% | 3.65K | +2.36% | 428.19K | 89.11 | 0.04% |
| 138 | GLD | SPDR Gold Share... | 306.79 | -0.11% | 1.76K | -3.71% | 427.12K | 183.92 | 0.04% |
| 139 | MDT | Medtronic plc | 86.28 | +0.36% | 5.34K | +1.04% | 426.96K | 87.58 | 0.04% |
| 140 | BKNG | Booking Holding... | 5600.68 | +2.10% | 85 | -3.41% | 422.32K | 2252.65 | 0.04% |
| 141 | DFSE | Dimensional Eme... | 38.00 | +0.85% | 12.69K | +6.33% | 420.27K | 33.42 | 0.04% |
| 142 | NSC | Norfolk Souther... | 255.65 | +0.17% | 1.78K | +0.06% | 418.12K | 225.5 | 0.03% |
| 143 | AMD | Advanced Micro ... | 143.75 | +0.25% | 3.42K | -10.04% | 413.44K | 85.84 | 0.03% |
| 144 | AVSD | Avantis Respons... | 66.81 | +1.28% | 7.35K | 0.00% | 409.47K | 47.07 | 0.03% |
| 145 | ISCF | iShares MSCI In... | 38.41 | +1.55% | 12.6K | +100.00% | 406.57K | 32.28 | 0.03% |
| 146 | SBUX | Starbucks Corpo... | 91.88 | +0.85% | 4.41K | -4.97% | 402.72K | 69.15 | 0.03% |
| 147 | USMV | iShares MSCI US... | 92.69 | +0.37% | 4.53K | 0.00% | 402.57K | 78.03 | 0.03% |
| 148 | VYM | Vanguard High D... | 132.15 | +0.88% | 3.13K | -23.05% | 398.74K | 98.05 | 0.03% |
| 149 | INTU | Intuit Inc. | 773.08 | +2.01% | 624 | -16.35% | 392.18K | 176.13 | 0.03% |
| 150 | AVGE | Avantis All Equ... | 76.75 | +0.02% | 5.41K | +5.11% | 391.24K | 73.8 | 0.03% |