|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
293,515 |
$173M |
27.33% |
0.8%
|
- |
|
IDEV
|
US |
ISHARES CORE MSCI DEV MKTS |
1,438,229 |
$93M |
14.66% |
3.2%
|
- |
|
SHY
|
US |
ISHARES 1-3 YEAR TREASURY BO |
861,377 |
$71M |
11.17% |
4.8%
|
- |
|
DFUV
|
US |
DIMENSIONAL US MARKETWIDE VA |
957,036 |
$39M |
6.19% |
-1.1%
|
- |
|
JQUA
|
US |
JPMORGAN US QUALITY FACTOR |
634,416 |
$36M |
5.75% |
2.7%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
537,373 |
$30M |
4.73% |
-0.6%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
438,633 |
$23M |
3.62% |
3.6%
|
- |
|
AAPL
|
US |
APPLE INC |
54,735 |
$14M |
2.17% |
3.2%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
101,890 |
$8M |
1.25% |
-0.5%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
51,398 |
$7M |
1.18% |
-0.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
14,751 |
$6M |
0.98% |
-2.1%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
12,871 |
$6M |
0.92% |
-2.9%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
42,476 |
$5M |
0.72% |
2.4%
|
- |
|
ACN
|
US |
ACCENTURE PLC-CL A |
11,881 |
$4M |
0.66% |
-0.1%
|
- |
|
NUEM
|
US |
NUVEEN ESG EMERGING MARKETS |
140,201 |
$4M |
0.64% |
18.9%
|
- |
|
MRK
|
US |
MERCK & CO. INC. |
39,338 |
$4M |
0.62% |
-3.9%
|
- |
|
ONB
|
US |
OLD NATIONAL BANCORP |
172,060 |
$4M |
0.59% |
-5.1%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
49,910 |
$4M |
0.57% |
1.3%
|
- |
|
TSLA
|
US |
TESLA INC |
8,932 |
$4M |
0.57% |
1.4%
|
- |
|
ITOT
|
US |
ISHARES CORE S&P TOTAL U.S. |
25,998 |
$3M |
0.53% |
-1.3%
|
- |