|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
126,121 |
$25M |
17.43% |
-4.3%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
885,426 |
$24M |
17.07% |
190.0%
|
- |
|
SPSB
|
US |
SPDR PORT SHRT TRM CORP BND |
781,214 |
$23M |
16.46% |
20.7%
|
- |
|
TCAF
|
US |
T ROWE PRC CAP APPRECIATION |
556,086 |
$19M |
13.05% |
-3.8%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
363,528 |
$10M |
7.15% |
276.8%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
105,678 |
$8M |
5.36% |
858.3%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
166,785 |
$6M |
4.07% |
-10.7%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
94,503 |
$5M |
3.36% |
-75.1%
|
- |
|
SCHM
|
US |
SCHWAB US MID CAP ETF |
162,189 |
$4M |
3.17% |
187.2%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
11,046 |
$4M |
3.13% |
-0.4%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
64,522 |
$4M |
2.68% |
6.7%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
102,506 |
$2M |
1.64% |
142.8%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
11,164 |
$2M |
1.14% |
0.0%
|
- |
|
IWB
|
US |
ISHARES RUSSELL 1000 ETF |
3,911 |
$1M |
0.89% |
-11.8%
|
- |
|
AAPL
|
US |
APPLE INC |
3,488 |
$1M |
0.62% |
-77.1%
|
- |
|
CGGR
|
US |
CAP GROUP GROWTH EQUITY |
18,655 |
$1M |
0.49% |
20.7%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
2,810 |
$1M |
0.38% |
-53.4%
|
- |
|
TSLA
|
US |
TESLA INC |
1,320 |
$1M |
0.38% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,231 |
$1M |
0.37% |
-0.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
2,629 |
$0M |
0.35% |
-82.7%
|
- |