VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
213,667 |
$62M |
21.18% |
5.7%
|
- |
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
354,218 |
$45M |
15.46% |
-13.5%
|
- |
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
374,721 |
$18M |
6.13% |
24.4%
|
- |
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
857,237 |
$16M |
5.43% |
169.6%
|
- |
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
90,231 |
$10M |
3.56% |
-11.7%
|
- |
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
38,746 |
$10M |
3.36% |
-12.7%
|
- |
SPY
|
US |
SPDR S&P 500 ETF TRUST |
12,304 |
$7M |
2.47% |
-2.2%
|
- |
IDV
|
US |
ISHARES INTERNATIONAL SELECT |
182,620 |
$5M |
1.71% |
-5.9%
|
- |
MSFT
|
US |
MICROSOFT CORP |
8,944 |
$4M |
1.29% |
23.1%
|
- |
VOO
|
US |
VANGUARD S&P 500 ETF |
6,785 |
$4M |
1.25% |
-62.3%
|
- |
AAPL
|
US |
APPLE INC |
13,356 |
$3M |
1.14% |
-10.3%
|
- |
VONG
|
US |
VANGUARD RUSSELL 1000 GROWTH |
29,798 |
$3M |
1.05% |
214.3%
|
- |
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
13,714 |
$3M |
1.04% |
0.8%
|
- |
DVY
|
US |
ISHARES SELECT DIVIDEND ETF |
22,167 |
$3M |
1.00% |
0.4%
|
- |
AVGO
|
US |
BROADCOM INC |
11,996 |
$3M |
0.95% |
87.0%
|
- |
NVDA
|
US |
NVIDIA CORP |
20,530 |
$3M |
0.94% |
136.8%
|
- |
APAM
|
US |
ARTISAN PARTNERS ASSET MA -A |
57,288 |
$2M |
0.84% |
0.9%
|
- |
IVE
|
US |
ISHARES S&P 500 VALUE ETF |
12,609 |
$2M |
0.82% |
5.0%
|
- |
IVV
|
US |
ISHARES CORE S&P 500 ETF |
3,831 |
$2M |
0.77% |
-2.3%
|
- |
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
22,093 |
$2M |
0.77% |
5.0%
|
- |