|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
103,486 |
$61M |
15.30% |
-1.2%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
443,629 |
$43M |
10.80% |
5.3%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
644,049 |
$31M |
7.74% |
7.7%
|
- |
|
FBND
|
US |
FIDELITY TOTAL BOND ETF |
653,202 |
$29M |
7.36% |
4.2%
|
- |
|
IUSG
|
US |
ISHARES CORE S&P U.S. GROWTH |
175,369 |
$24M |
6.14% |
-3.8%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
409,592 |
$21M |
5.18% |
0.9%
|
- |
|
SHV
|
US |
ISHARES SHORT TREASURY BOND |
180,250 |
$20M |
4.98% |
-2.4%
|
- |
|
FDVV
|
US |
FIDELITY HIGH DIVIDEND ETF |
310,624 |
$16M |
3.90% |
2.7%
|
- |
|
JCPB
|
US |
JPMORGAN CORE PLUS BOND ETF |
327,926 |
$15M |
3.79% |
2.7%
|
- |
|
DSI
|
US |
ISHARES MSCI KLD 400 SOCIAL |
99,105 |
$11M |
2.74% |
-4.5%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
53,204 |
$10M |
2.62% |
-2.3%
|
- |
|
SGOV
|
US |
ISHARES 0-3 MONTH TREASURY B |
91,626 |
$9M |
2.31% |
-0.4%
|
- |
|
EAGG
|
US |
ISHARES ESG AWARE US AGGREGA |
162,622 |
$8M |
1.90% |
-1.1%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
120,533 |
$8M |
1.89% |
-2.0%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
60,403 |
$7M |
1.75% |
2.5%
|
- |
|
AAPL
|
US |
APPLE INC |
22,503 |
$6M |
1.42% |
-0.2%
|
- |
|
ESGD
|
US |
ISHARES TRUST ISHARES ESG AW |
73,517 |
$6M |
1.41% |
6.1%
|
- |
|
SPEM
|
US |
SPDR PORTFOLIO EMERGING MARK |
103,952 |
$4M |
1.00% |
-1.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
8,483 |
$4M |
0.90% |
26.6%
|
- |
|
NULV
|
US |
NUVEEN ESG LARGE-CAP VAL ETF |
72,590 |
$3M |
0.72% |
-2.3%
|
- |