|
SDY
|
US |
SPDR S&P DIVIDEND ETF |
2,516,645 |
$332M |
14.99% |
2.2%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
1,201,685 |
$235M |
10.61% |
4.2%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
450,194 |
$130M |
5.88% |
8.2%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
922,665 |
$118M |
5.31% |
3.0%
|
- |
|
AAPL
|
US |
APPLE INC |
410,573 |
$103M |
4.63% |
0.7%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
381,640 |
$101M |
4.54% |
4.9%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
494,220 |
$94M |
4.24% |
1.8%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
477,566 |
$90M |
4.07% |
0.1%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
117,196 |
$69M |
3.10% |
3.4%
|
- |
|
IJK
|
US |
ISHARES S&P MID-CAP 400 GROW |
484,036 |
$44M |
1.98% |
-0.1%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
181,655 |
$44M |
1.97% |
15.6%
|
- |
|
VOOG
|
US |
VANGUARD S&P 500 GROWTH ETF |
118,083 |
$43M |
1.95% |
3.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
96,793 |
$41M |
1.84% |
1.6%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
665,654 |
$37M |
1.67% |
1.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
158,456 |
$35M |
1.57% |
0.5%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
68,310 |
$28M |
1.26% |
8.2%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
46,448 |
$27M |
1.23% |
1.0%
|
- |
|
XLK
|
US |
TECHNOLOGY SELECT SECT SPDR |
96,872 |
$23M |
1.02% |
-0.3%
|
- |
|
ESGU
|
US |
ISHARES ESG AWARE MSCI USA |
165,598 |
$21M |
0.96% |
2.2%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
35,193 |
$19M |
0.85% |
23.1%
|
- |