|
FBCG
|
US |
FIDELITY BLUE CHIP GROWTH |
1,681,966 |
$78M |
40.69% |
-5.0%
|
- |
|
FBND
|
US |
FIDELITY TOTAL BOND ETF |
711,339 |
$32M |
16.72% |
11.1%
|
- |
|
FVAL
|
US |
FIDELITY VALUE FACTOR ETF |
190,276 |
$11M |
6.00% |
-76.9%
|
- |
|
VBR
|
US |
VANGUARD SMALL-CAP VALUE ETF |
50,296 |
$10M |
5.22% |
-7.0%
|
- |
|
PHYL
|
US |
PGIM ACTIVE HIGH YIELD BOND |
235,878 |
$8M |
4.31% |
100.0%
|
- |
|
SCHP
|
US |
SCHWAB U.S. TIPS ETF |
258,085 |
$7M |
3.49% |
116.7%
|
- |
|
ESGU
|
US |
ISHARES ESG AWARE MSCI USA |
46,381 |
$6M |
3.13% |
-0.4%
|
- |
|
MUNI
|
US |
PIMCO INTERMEDIATE MUNICIPAL |
84,121 |
$4M |
2.28% |
-2.0%
|
- |
|
IWR
|
US |
ISHARES RUSSELL MID-CAP ETF |
49,356 |
$4M |
2.22% |
-78.8%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
6,573 |
$4M |
1.85% |
-2.3%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
4,690 |
$3M |
1.45% |
-1.0%
|
- |
|
ITM
|
US |
VANECK INTERMEDIATE MUNI ETF |
53,507 |
$2M |
1.29% |
-0.5%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
5,513 |
$2M |
1.18% |
-0.2%
|
- |
|
VBK
|
US |
VANGUARD SMALL-CAP GRWTH ETF |
8,012 |
$2M |
1.17% |
-0.2%
|
- |
|
XLG
|
US |
INVESCO S&P 500 TOP 50 ETF |
42,567 |
$2M |
1.11% |
-
|
- |
|
JMUB
|
US |
JPMORGAN MUNICIPAL ETF |
36,356 |
$2M |
0.95% |
100.0%
|
- |
|
SIGI
|
US |
SELECTIVE INSURANCE GROUP |
16,191 |
$2M |
0.79% |
-0.3%
|
- |
|
USRT
|
US |
ISHARES CORE US REIT ETF |
25,944 |
$1M |
0.78% |
-2.6%
|
- |
|
JVAL
|
US |
JPMORGAN US VALUE FACTOR ETF |
23,535 |
$1M |
0.53% |
-0.9%
|
- |
|
IWN
|
US |
ISHARES RUSSELL 2000 VALUE E |
5,470 |
$1M |
0.47% |
-1.6%
|
- |