|
VOO
|
US |
VANGUARD S&P 500 ETF |
977,070 |
$526M |
39.68% |
-3.5%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
185,367 |
$109M |
8.19% |
0.0%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
1,375,005 |
$99M |
7.45% |
-6.4%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
105,573 |
$62M |
4.68% |
3.6%
|
- |
|
AKAM
|
US |
AKAMAI TECHNOLOGIES INC |
616,734 |
$59M |
4.45% |
0.0%
|
- |
|
IWV
|
US |
ISHARES RUSSELL 3000 ETF |
142,311 |
$48M |
3.58% |
6.3%
|
- |
|
TJX
|
US |
TJX COMPANIES INC |
260,734 |
$31M |
2.37% |
10.5%
|
- |
|
QLTY
|
US |
GMO U.S. QUALITY ETF |
798,569 |
$26M |
1.92% |
71.3%
|
- |
|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
404,565 |
$25M |
1.87% |
35.0%
|
- |
|
CPRT
|
US |
COPART INC |
354,404 |
$20M |
1.53% |
-9.1%
|
- |
|
USMV
|
US |
ISHARES MSCI USA MIN VOL FAC |
207,455 |
$18M |
1.39% |
-
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
139,360 |
$16M |
1.21% |
5.8%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
234,328 |
$15M |
1.10% |
-3.2%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
36,495 |
$11M |
0.80% |
3.0%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
448,868 |
$10M |
0.77% |
378.1%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
17,425 |
$10M |
0.77% |
2.2%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
135,041 |
$9M |
0.72% |
-0.6%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
16,495 |
$8M |
0.64% |
8.0%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
85,725 |
$8M |
0.63% |
-0.7%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
441,934 |
$8M |
0.62% |
24.3%
|
- |