|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
78,697 |
$46M |
34.74% |
-1.0%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
47,833 |
$14M |
10.44% |
0.0%
|
- |
|
IBTF
|
US |
ISHARES IBONDS DEC 2025 TERM |
382,633 |
$9M |
6.72% |
48.5%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
108,942 |
$6M |
4.84% |
0.3%
|
- |
|
VXF
|
US |
VANGUARD EXTENDED MARKET ETF |
30,623 |
$6M |
4.38% |
-0.8%
|
- |
|
ESGV
|
US |
VANGUARD ESG US STOCK ETF |
42,689 |
$4M |
3.37% |
-3.1%
|
- |
|
XLE
|
US |
ENERGY SELECT SECTOR SPDR |
50,208 |
$4M |
3.24% |
0.2%
|
- |
|
EAGG
|
US |
ISHARES ESG AWARE US AGGREGA |
84,220 |
$4M |
2.95% |
-6.2%
|
- |
|
XVV
|
US |
ISHARES ESG SCREENED S&P500 |
67,669 |
$3M |
2.31% |
-3.5%
|
- |
|
IBTG
|
US |
ISHARES IBONDS DEC 2026 TERM |
125,262 |
$3M |
2.15% |
62.4%
|
- |
|
DMXF
|
US |
ISHARES ESG ADVANC MSCI EAFE |
41,963 |
$3M |
2.04% |
0.0%
|
- |
|
IBTM
|
US |
ISHARES IBNDS DEC 2032 TT |
112,713 |
$3M |
1.88% |
0.7%
|
- |
|
IBTK
|
US |
ISHARES IBONDS DEC 2030 TREA |
104,928 |
$2M |
1.52% |
-0.4%
|
- |
|
IBTJ
|
US |
ISHARES IBONDS DEC 2029 TERM |
86,806 |
$2M |
1.39% |
-1.0%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
3,024 |
$2M |
1.34% |
-3.3%
|
- |
|
VEU
|
US |
VANGUARD FTSE ALL-WORLD EX-U |
25,715 |
$1M |
1.11% |
0.0%
|
- |
|
EMXF
|
US |
ISHARES ESG ADV MSCI EM ETF |
33,841 |
$1M |
0.95% |
0.0%
|
- |
|
IBTL
|
US |
ISHARES IBONDS DEC 2031 TERM |
52,932 |
$1M |
0.79% |
24.5%
|
- |
|
IBTH
|
US |
ISHARES IBONDS DEC 2027 TERM |
41,615 |
$1M |
0.70% |
-2.7%
|
- |
|
SRPT
|
US |
SAREPTA THERAPEUTICS INC |
7,500 |
$1M |
0.69% |
-
|
- |