|
JCPB
|
US |
JPMORGAN CORE PLUS BOND ETF |
539,174 |
$25M |
11.06% |
7.2%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
171,150 |
$22M |
9.70% |
0.9%
|
- |
|
DFAS
|
US |
DIMENSIONAL US SMALL CAP ETF |
247,744 |
$16M |
7.18% |
3.4%
|
- |
|
IWY
|
US |
ISHARES RUSSELL TOP 200 GROW |
67,219 |
$16M |
7.04% |
-2.4%
|
- |
|
IUSB
|
US |
ISHARES CORE TOTAL BOND ETF |
289,784 |
$13M |
5.83% |
4.8%
|
- |
|
DFAI
|
US |
DIMENSIONAL INTERNATIONAL CO |
423,173 |
$12M |
5.50% |
8.2%
|
- |
|
IXUS
|
US |
ISHARES CORE INTL STOCK ETF |
163,331 |
$11M |
4.81% |
2.2%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
15,405 |
$9M |
4.04% |
0.5%
|
- |
|
IAGG
|
US |
ISHARES INTL AGGREGATE BOND |
178,373 |
$9M |
3.96% |
-20.4%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
25,768 |
$7M |
3.02% |
3.7%
|
- |
|
DFAE
|
US |
DIMENSIONAL EMERGING CORE EQ |
241,411 |
$6M |
2.73% |
1.9%
|
- |
|
BNDX
|
US |
VANGUARD TOTAL INTL BOND ETF |
115,433 |
$6M |
2.52% |
73.8%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
27,509 |
$5M |
2.40% |
-4.4%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
50,980 |
$5M |
2.20% |
-3.6%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
5,847 |
$5M |
2.01% |
-2.5%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
56,987 |
$4M |
1.96% |
0.7%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
70,790 |
$4M |
1.96% |
-2.2%
|
- |
|
SPIB
|
US |
SPDR PORT INT CORP BOND ETF |
124,309 |
$4M |
1.81% |
4.4%
|
- |
|
MGK
|
US |
VANGUARD MEGA CAP GROWTH ETF |
10,296 |
$4M |
1.57% |
-5.0%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
8,211 |
$3M |
1.50% |
-2.4%
|
- |