|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
1,194,192 |
$33M |
16.14% |
309.2%
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
1,254,574 |
$33M |
15.86% |
208.9%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
387,269 |
$19M |
8.98% |
4.8%
|
- |
|
DFCF
|
US |
DIMENSIONAL CORE FIXED INC |
262,281 |
$11M |
5.25% |
5.8%
|
- |
|
DFSD
|
US |
DIMENSIONAL SHORT DURATION |
225,833 |
$11M |
5.13% |
5.5%
|
- |
|
DGCB
|
US |
DIMENSIONAL GLOBAL CREDIT |
200,106 |
$11M |
5.10% |
5.3%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
23,675 |
$10M |
4.71% |
4.4%
|
- |
|
DFAS
|
US |
DIMENSIONAL US SMALL CAP ETF |
127,496 |
$8M |
4.02% |
9.5%
|
- |
|
DISV
|
US |
DIMENSIONAL INTERNATIONAL SM |
270,726 |
$7M |
3.49% |
8.8%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
41,601 |
$7M |
3.41% |
13.2%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
64,281 |
$7M |
3.32% |
21.4%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
128,989 |
$6M |
2.75% |
5.0%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
102,350 |
$5M |
2.49% |
-0.8%
|
- |
|
IDEV
|
US |
ISHARES CORE MSCI DEV MKTS |
66,720 |
$4M |
2.09% |
10.2%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
64,061 |
$3M |
1.62% |
11.7%
|
- |
|
DFEV
|
US |
DIMENSIONAL EMERGING MARKETS |
102,837 |
$3M |
1.31% |
8.7%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
35,008 |
$2M |
1.19% |
-3.1%
|
- |
|
AAPL
|
US |
APPLE INC |
8,854 |
$2M |
1.07% |
2.0%
|
- |
|
DUSB
|
US |
DIMENSION ULTRASHORT FI ETF |
41,924 |
$2M |
1.03% |
797.9%
|
- |
|
HYD
|
US |
VANECK HIGH YIELD MUNI ETF |
36,925 |
$2M |
0.93% |
12.0%
|
- |