|
VOO
|
US |
VANGUARD S&P 500 ETF |
290,642 |
$157M |
26.35% |
-0.3%
|
- |
|
FNDX
|
US |
SCHWAB FNDMNTL US LRG CO ETF |
4,514,762 |
$107M |
17.99% |
200.8%
|
- |
|
DGRW
|
US |
WISDOMTREE U.S. QUALITY DIVI |
787,372 |
$64M |
10.72% |
2.4%
|
- |
|
VEU
|
US |
VANGUARD FTSE ALL-WORLD EX-U |
984,704 |
$57M |
9.51% |
7.5%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
1,339,754 |
$46M |
7.80% |
4.1%
|
- |
|
DFAX
|
US |
DIMENSIONAL WORLD EX US CORE |
1,710,948 |
$43M |
7.16% |
7.2%
|
- |
|
SNA
|
US |
SNAP-ON INC |
101,044 |
$34M |
5.77% |
-0.1%
|
- |
|
IWB
|
US |
ISHARES RUSSELL 1000 ETF |
46,235 |
$15M |
2.51% |
-0.8%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
33,046 |
$10M |
1.61% |
-
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
161,653 |
$8M |
1.36% |
7.5%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
12,598 |
$7M |
1.24% |
0.0%
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
212,822 |
$6M |
0.93% |
201.9%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
7,423 |
$4M |
0.74% |
1.2%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
4,728 |
$2M |
0.41% |
-
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
31,508 |
$2M |
0.33% |
-4.1%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
13,774 |
$2M |
0.30% |
-4.0%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
4,491 |
$2M |
0.30% |
-2.6%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
29,180 |
$2M |
0.29% |
0.1%
|
- |
|
VV
|
US |
VANGUARD LARGE-CAP ETF |
5,981 |
$2M |
0.27% |
-0.9%
|
- |
|
ARKK
|
US |
ARK INNOVATION ETF |
21,283 |
$1M |
0.20% |
-
|
- |