|
SCHR
|
US |
SCHWAB INTERMEDIATE-TERM US |
1,029,172 |
$25M |
10.72% |
-5.8%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
714,720 |
$17M |
7.10% |
169.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
35,668 |
$15M |
6.45% |
0.8%
|
- |
|
EFV
|
US |
ISHARES MSCI EAFE VALUE ETF |
209,424 |
$11M |
4.71% |
-7.9%
|
- |
|
AAPL
|
US |
APPLE INC |
43,117 |
$11M |
4.63% |
-16.2%
|
- |
|
ESGU
|
US |
ISHARES ESG AWARE MSCI USA |
77,087 |
$10M |
4.26% |
-8.9%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
39,896 |
$7M |
3.05% |
-8.5%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
37,669 |
$6M |
2.71% |
24.9%
|
- |
|
SCHM
|
US |
SCHWAB US MID CAP ETF |
196,309 |
$5M |
2.33% |
184.6%
|
- |
|
DYNF
|
US |
ISHRS US E F R A ETF-USD INC |
102,199 |
$5M |
2.25% |
-4.8%
|
- |
|
VUSB
|
US |
VANGUARD ULTRA SHORT BOND ET |
103,931 |
$5M |
2.21% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
23,185 |
$5M |
2.18% |
-1.2%
|
- |
|
MBB
|
US |
ISHARES MBS ETF |
55,154 |
$5M |
2.17% |
-3.2%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
234,347 |
$4M |
1.86% |
92.0%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
145,360 |
$4M |
1.70% |
198.8%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
37,793 |
$4M |
1.57% |
-18.0%
|
- |
|
XCEM
|
US |
COLUMBIA EM CORE EX-CHINA ET |
115,035 |
$3M |
1.46% |
41.6%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
5,011 |
$3M |
1.26% |
-6.4%
|
- |
|
SPLV
|
US |
INVESCO S&P 500 LOW VOLATILI |
41,899 |
$3M |
1.26% |
-7.6%
|
- |
|
IFRA
|
US |
ISHARES US INFRASTRUCTURE |
60,387 |
$3M |
1.20% |
-5.8%
|
- |