|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
208,730 |
$41M |
48.01% |
-1.6%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
380,099 |
$22M |
26.31% |
-8.8%
|
- |
|
AAPL
|
US |
APPLE INC |
17,119 |
$4M |
5.04% |
-9.3%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
15,148 |
$4M |
4.28% |
-0.3%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
67,056 |
$3M |
3.95% |
0.6%
|
- |
|
SHW
|
US |
SHERWIN-WILLIAMS CO/THE |
8,141 |
$3M |
3.25% |
-
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
18,717 |
$2M |
2.13% |
-28.6%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
40,301 |
$2M |
2.08% |
-12.1%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
16,708 |
$1M |
1.35% |
100.0%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
10,418 |
$1M |
1.30% |
-96.5%
|
- |
|
WMT
|
US |
WALMART INC |
4,920 |
$0M |
0.52% |
100.0%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
6,363 |
$0M |
0.38% |
1.2%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
2,713 |
$0M |
0.32% |
100.0%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
1,383 |
$0M |
0.29% |
100.0%
|
- |
|
IUSB
|
US |
ISHARES CORE TOTAL BOND ETF |
5,345 |
$0M |
0.28% |
100.0%
|
- |
|
DYNF
|
US |
ISHRS US E F R A ETF-USD INC |
4,406 |
$0M |
0.27% |
100.0%
|
- |
|
EFV
|
US |
ISHARES MSCI EAFE VALUE ETF |
3,841 |
$0M |
0.24% |
100.0%
|
- |