|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
53,593 |
$32M |
13.86% |
-1.5%
|
- |
|
CMF
|
US |
ISHARES CALIFORNIA MUNI BOND |
370,653 |
$21M |
9.32% |
2.4%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
312,980 |
$20M |
8.56% |
0.0%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
349,056 |
$17M |
7.33% |
4.6%
|
- |
|
QCOM
|
US |
QUALCOMM INC |
87,041 |
$13M |
5.87% |
-4.1%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
119,747 |
$13M |
5.60% |
1.8%
|
- |
|
VV
|
US |
VANGUARD LARGE-CAP ETF |
29,992 |
$8M |
3.55% |
-3.1%
|
- |
|
EFA
|
US |
ISHARES MSCI EAFE ETF |
106,736 |
$8M |
3.54% |
-0.9%
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
202,201 |
$7M |
3.03% |
0.3%
|
- |
|
IWR
|
US |
ISHARES RUSSELL MID-CAP ETF |
69,872 |
$6M |
2.71% |
-0.4%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
46,931 |
$5M |
2.37% |
0.6%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
8,666 |
$5M |
2.23% |
-0.6%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
112,776 |
$5M |
2.18% |
16.0%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
17,468 |
$5M |
2.03% |
-0.1%
|
- |
|
RWO
|
US |
SPDR DJ GLOBAL REAL ESTATE E |
101,560 |
$4M |
1.91% |
0.9%
|
- |
|
SPSB
|
US |
SPDR PORT SHRT TRM CORP BND |
119,407 |
$4M |
1.57% |
3.1%
|
- |
|
AAPL
|
US |
APPLE INC |
13,325 |
$3M |
1.47% |
18.2%
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
11,542 |
$3M |
1.23% |
15.1%
|
- |
|
CRM
|
US |
SALESFORCE INC |
8,300 |
$3M |
1.22% |
0.4%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
11,505 |
$3M |
1.21% |
-2.9%
|
- |