|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
427,200 |
$124M |
25.84% |
-11.4%
|
- |
|
VCSH
|
US |
VANGUARD S/T CORP BOND ETF |
624,697 |
$49M |
10.17% |
-1.0%
|
- |
|
AAPL
|
US |
APPLE INC |
142,097 |
$36M |
7.43% |
-5.6%
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
323,332 |
$24M |
5.04% |
-5.6%
|
- |
|
DVY
|
US |
ISHARES SELECT DIVIDEND ETF |
173,581 |
$23M |
4.76% |
-3.7%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
251,362 |
$18M |
3.69% |
-6.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
38,024 |
$16M |
3.35% |
-10.5%
|
- |
|
HD
|
US |
HOME DEPOT INC |
25,692 |
$10M |
2.09% |
-8.4%
|
- |
|
TIP
|
US |
ISHARES TIPS BOND ETF |
88,152 |
$9M |
1.96% |
-1.9%
|
- |
|
PHO
|
US |
INVESCO WATER RESOURCES ETF |
118,658 |
$8M |
1.63% |
-11.1%
|
- |
|
PGX
|
US |
INVESCO PREFERRED ETF |
656,529 |
$8M |
1.58% |
-1.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
51,800 |
$7M |
1.45% |
-10.4%
|
- |
|
PEP
|
US |
PEPSICO INC |
38,176 |
$6M |
1.21% |
-7.4%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
33,158 |
$6M |
1.16% |
-7.5%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
50,220 |
$5M |
1.13% |
-6.2%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
37,161 |
$5M |
1.12% |
-6.4%
|
- |
|
HON
|
US |
HONEYWELL INTERNATIONAL INC |
21,820 |
$5M |
1.03% |
-9.6%
|
- |
|
DFUS
|
US |
DIMENSIONAL US EQ MKT ETF |
70,709 |
$5M |
0.94% |
12.3%
|
- |
|
WTRG
|
US |
ESSENTIAL UTILITIES INC |
108,392 |
$4M |
0.82% |
-6.9%
|
- |
|
CVX
|
US |
CHEVRON CORP |
26,918 |
$4M |
0.81% |
-4.9%
|
- |