|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
43,669 |
$18M |
7.26% |
0.4%
|
- |
|
IWR
|
US |
ISHARES RUSSELL MID-CAP ETF |
187,831 |
$17M |
6.87% |
0.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
32,134 |
$14M |
5.61% |
-0.6%
|
- |
|
IWD
|
US |
ISHARES RUSSELL 1000 VALUE E |
64,084 |
$12M |
4.91% |
0.5%
|
- |
|
AAPL
|
US |
APPLE INC |
45,369 |
$11M |
4.70% |
-1.0%
|
- |
|
IWN
|
US |
ISHARES RUSSELL 2000 VALUE E |
65,351 |
$11M |
4.44% |
-0.5%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
34,555 |
$10M |
4.15% |
4.5%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
43,526 |
$10M |
3.95% |
1.7%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
70,290 |
$9M |
3.71% |
-1.3%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
74,959 |
$8M |
3.15% |
0.5%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
14,090 |
$6M |
2.64% |
0.8%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
80,333 |
$5M |
2.07% |
-
|
- |
|
46435uaa9
|
- |
ISHARES TR IBONDS 27 ETF |
204,751 |
$5M |
2.03% |
197.4%
|
- |
|
IJS
|
US |
ISHARES S&P SMALL-CAP 600 VA |
43,971 |
$5M |
1.98% |
0.7%
|
- |
|
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|
- |
SPDR S&P MIDCAP 400 ETF |
7,929 |
$5M |
1.87% |
4.6%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
6,641 |
$4M |
1.62% |
0.1%
|
- |
|
78462f103
|
- |
SPDR S&P 500 ETF TR |
6,479 |
$4M |
1.57% |
4.8%
|
- |
|
46435gaa0
|
- |
ISHARES IBONDS DEC 2026 TERM C |
151,441 |
$4M |
1.51% |
11.3%
|
- |
|
DVY
|
US |
ISHARES SELECT DIVIDEND ETF |
25,548 |
$3M |
1.39% |
0.4%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
62,830 |
$3M |
1.30% |
0.1%
|
- |