|
SCHE
|
US |
SCHWAB EMRG MRKTS EQTY ETF |
1,222,013 |
$33M |
18.46% |
-0.4%
|
- |
|
VGK
|
US |
VANGUARD FTSE EUROPE ETF |
278,386 |
$18M |
10.02% |
0.9%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
23,927 |
$14M |
7.99% |
-0.1%
|
- |
|
JCPB
|
US |
JPMORGAN CORE PLUS BOND ETF |
254,575 |
$12M |
6.65% |
19.8%
|
- |
|
REET
|
US |
ISHARES GLOBAL REIT ETF |
479,138 |
$11M |
6.51% |
2.0%
|
- |
|
PAYX
|
US |
PAYCHEX INC |
73,453 |
$10M |
5.84% |
-
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
444,303 |
$10M |
5.84% |
194.3%
|
- |
|
BNDX
|
US |
VANGUARD TOTAL INTL BOND ETF |
165,995 |
$8M |
4.62% |
2.5%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
121,303 |
$6M |
3.45% |
-0.6%
|
- |
|
AAPL
|
US |
APPLE INC |
23,817 |
$6M |
3.38% |
-1.4%
|
- |
|
SCHZ
|
US |
SCHWAB US AGGREGATE BOND ETF |
132,549 |
$3M |
1.71% |
162.2%
|
- |
|
DFGR
|
US |
DIM GLOBAL REAL ESTATE ETF |
115,095 |
$3M |
1.67% |
16.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
6,787 |
$3M |
1.62% |
-1.7%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
4,453 |
$3M |
1.48% |
-3.1%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
4,761 |
$3M |
1.45% |
0.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
11,071 |
$2M |
1.38% |
-5.4%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
74,858 |
$2M |
1.18% |
300.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
11,007 |
$1M |
0.84% |
-7.2%
|
- |
|
SCHA
|
US |
SCHWAB US SMALL-CAP ETF |
54,580 |
$1M |
0.80% |
100.5%
|
- |
|
AVUS
|
US |
AVANTIS U.S. EQUITY ETF |
13,880 |
$1M |
0.76% |
17.3%
|
- |