|
VONG
|
US |
VANGUARD RUSSELL 1000 GROWTH |
480,751 |
$43M |
8.54% |
1.0%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
60,502 |
$33M |
6.41% |
7.7%
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
405,187 |
$30M |
5.95% |
-0.4%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
58,898 |
$24M |
4.65% |
-8.3%
|
- |
|
VONV
|
US |
VANGUARD RUSSELL 1000 VALUE |
266,484 |
$22M |
4.26% |
-4.9%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
788,881 |
$22M |
4.24% |
161.8%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
83,930 |
$16M |
3.23% |
-8.0%
|
- |
|
AAPL
|
US |
APPLE INC |
58,890 |
$15M |
2.90% |
-35.1%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
24,088 |
$14M |
2.78% |
-4.5%
|
- |
|
IWD
|
US |
ISHARES RUSSELL 1000 VALUE E |
67,927 |
$13M |
2.47% |
-7.9%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
228,554 |
$12M |
2.27% |
23.4%
|
- |
|
VIOO
|
US |
VANGUARD S&P SMALL-CAP 600 E |
149,185 |
$10M |
2.05% |
-19.6%
|
- |
|
IWN
|
US |
ISHARES RUSSELL 2000 VALUE E |
58,009 |
$10M |
1.87% |
-0.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
20,409 |
$9M |
1.82% |
7.7%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
31,212 |
$9M |
1.78% |
1.9%
|
- |
|
PNFP
|
US |
PINNACLE FINANCIAL PARTNERS |
78,582 |
$9M |
1.77% |
-3.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
36,307 |
$8M |
1.57% |
-1.5%
|
- |
|
TCHP
|
US |
T ROWE PRICE BLUE CHIP GROWT |
178,378 |
$8M |
1.48% |
-3.5%
|
- |
|
IWO
|
US |
ISHARES RUSSELL 2000 GROWTH |
25,528 |
$7M |
1.44% |
-4.4%
|
- |
|
TCAF
|
US |
T ROWE PRC CAP APPRECIATION |
433,779 |
$7M |
1.44% |
15.4%
|
- |