|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
367,564 |
$37M |
15.07% |
2.0%
|
- |
|
IVE
|
US |
ISHARES S&P 500 VALUE ETF |
156,214 |
$30M |
12.04% |
3.9%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
233,834 |
$16M |
6.64% |
6.3%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
131,907 |
$15M |
6.14% |
3.9%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
193,711 |
$12M |
4.87% |
1.0%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
216,243 |
$11M |
4.40% |
9.0%
|
- |
|
AAPL
|
US |
APPLE INC |
39,568 |
$10M |
4.00% |
-10.3%
|
- |
|
ABNB
|
US |
AIRBNB INC-CLASS A |
67,332 |
$9M |
3.57% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
18,833 |
$8M |
3.21% |
-19.1%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
112,870 |
$5M |
2.18% |
1.0%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
5,335 |
$5M |
1.97% |
-30.4%
|
- |
|
SCZ
|
US |
ISHARES MSCI EAFE SMALL-CAP |
72,679 |
$4M |
1.78% |
6.8%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
80,951 |
$4M |
1.71% |
9.1%
|
- |
|
MGK
|
US |
VANGUARD MEGA CAP GROWTH ETF |
10,754 |
$4M |
1.49% |
-0.3%
|
- |
|
VOOG
|
US |
VANGUARD S&P 500 GROWTH ETF |
9,693 |
$4M |
1.43% |
12.1%
|
- |
|
MGV
|
US |
VANGUARD MEGA CAP VALUE ETF |
27,967 |
$3M |
1.41% |
0.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
15,941 |
$3M |
1.41% |
-28.9%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
4,790 |
$3M |
1.14% |
23.7%
|
- |
|
JMST
|
US |
JPM ULTRA-SHORT MUNI INCOME |
54,659 |
$3M |
1.12% |
0.9%
|
- |
|
VNQ
|
US |
VANGUARD REAL ESTATE ETF |
30,750 |
$3M |
1.11% |
7.1%
|
- |