|
VONG
|
US |
VANGUARD RUSSELL 1000 GROWTH |
504,180 |
$52M |
26.16% |
-0.7%
|
- |
|
VONV
|
US |
VANGUARD RUSSELL 1000 VALUE |
569,185 |
$46M |
23.23% |
1.6%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
50,070 |
$29M |
14.74% |
27.4%
|
- |
|
FYX
|
US |
FIRST TRUST SMALL CAP CORE A |
248,192 |
$25M |
12.60% |
0.3%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
80,386 |
$16M |
7.91% |
-0.3%
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
27,218 |
$7M |
3.47% |
3.2%
|
- |
|
VONE
|
US |
VANGUARD RUSSELL 1000 |
16,915 |
$5M |
2.27% |
-2.8%
|
- |
|
ACWX
|
US |
ISHARES MSCI ACWI EX US ETF |
69,385 |
$4M |
1.82% |
-0.8%
|
- |
|
IWS
|
US |
ISHARES RUSSELL MID-CAP VALU |
27,979 |
$4M |
1.82% |
-72.7%
|
- |
|
AVDX
|
US |
AVIDXCHANGE HOLDINGS INC |
196,912 |
$2M |
1.02% |
-
|
- |
|
IWR
|
US |
ISHARES RUSSELL MID-CAP ETF |
22,124 |
$2M |
0.98% |
-2.6%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
4,237 |
$1M |
0.40% |
-2.2%
|
- |
|
AAPL
|
US |
APPLE INC |
2,982 |
$1M |
0.38% |
6.4%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
3,632 |
$1M |
0.35% |
-3.2%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
1,431 |
$1M |
0.33% |
-
|
- |
|
UPS
|
US |
UNITED PARCEL SERVICE-CL B |
4,964 |
$1M |
0.31% |
-
|
- |
|
PNC
|
US |
PNC FINANCIAL SERVICES GROUP |
2,953 |
$1M |
0.29% |
-
|
- |
|
LMT
|
US |
LOCKHEED MARTIN CORP |
1,206 |
$1M |
0.29% |
-
|
- |
|
TSLA
|
US |
TESLA INC |
1,223 |
$0M |
0.25% |
-
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
1,429 |
$0M |
0.21% |
67.5%
|
- |