|
ESGV
|
US |
VANGUARD ESG US STOCK ETF |
693,539 |
$73M |
6.52% |
1.6%
|
- |
|
AFRM
|
US |
AFFIRM HOLDINGS INC |
1,025,513 |
$62M |
5.60% |
-7.2%
|
- |
|
GSLC
|
US |
GOLDMAN ACTIVEBETA US LC ETF |
479,463 |
$55M |
4.95% |
7.9%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
375,697 |
$54M |
4.87% |
-26.1%
|
- |
|
AVUS
|
US |
AVANTIS U.S. EQUITY ETF |
443,635 |
$43M |
3.85% |
5.7%
|
- |
|
VSGX
|
US |
VANGUARD ESG INTL STOCK ETF |
748,862 |
$42M |
3.80% |
-3.3%
|
- |
|
AAPL
|
US |
APPLE INC |
135,417 |
$34M |
3.04% |
-2.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
140,529 |
$31M |
2.76% |
1.8%
|
- |
|
IEF
|
US |
ISHARES 7-10 YEAR TREASURY B |
269,399 |
$25M |
2.23% |
-18.2%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
794,672 |
$22M |
1.95% |
240.8%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
313,799 |
$22M |
1.94% |
9.8%
|
- |
|
LQDH
|
US |
ISHARES INT HEDG CORP BD ETF |
225,694 |
$21M |
1.88% |
3.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
43,199 |
$18M |
1.62% |
0.8%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
630,682 |
$18M |
1.58% |
324.1%
|
- |
|
LQD
|
US |
ISHARES IBOXX INVESTMENT GRA |
162,097 |
$17M |
1.55% |
-2.9%
|
- |
|
USFR
|
US |
WISDOMTREE FLOATING RATE TRE |
328,629 |
$17M |
1.48% |
-10.2%
|
- |
|
JIRE
|
US |
JPMORGAN INT RES ENH EQTY |
276,529 |
$16M |
1.45% |
-18.7%
|
- |
|
JMBS
|
US |
JANUS HENDERSON MORTG BACKED |
356,165 |
$16M |
1.41% |
8.0%
|
- |
|
HELO
|
US |
JPMORGAN HEDGED EQUITY ETF |
252,620 |
$16M |
1.40% |
7.0%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
27,402 |
$14M |
1.26% |
-0.8%
|
- |