|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
174,600 |
$19M |
16.19% |
-0.3%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
38,153 |
$16M |
13.63% |
1.8%
|
- |
|
DFLV
|
US |
DIM US LARGE CAP VALUE ETF |
434,882 |
$13M |
11.36% |
12.2%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
17,827 |
$7M |
6.23% |
0.1%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
112,333 |
$6M |
4.90% |
-
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
20,731 |
$5M |
4.33% |
0.5%
|
- |
|
EFV
|
US |
ISHARES MSCI EAFE VALUE ETF |
88,489 |
$5M |
4.04% |
1.6%
|
- |
|
ACWX
|
US |
ISHARES MSCI ACWI EX US ETF |
87,144 |
$5M |
3.95% |
-0.1%
|
- |
|
FNDX
|
US |
SCHWAB FNDMNTL US LRG CO ETF |
180,904 |
$4M |
3.73% |
-
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
7,095 |
$4M |
3.63% |
-
|
- |
|
IWD
|
US |
ISHARES RUSSELL 1000 VALUE E |
20,417 |
$4M |
3.29% |
0.2%
|
- |
|
VOE
|
US |
VANGUARD MID-CAP VALUE ETF |
20,492 |
$3M |
2.88% |
-
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
34,139 |
$2M |
2.14% |
9.7%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
13,832 |
$2M |
2.04% |
6.5%
|
- |
|
FNDF
|
US |
SCHWAB FNDMN INTL LRG CO ETF |
40,494 |
$1M |
1.17% |
-
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
2,148 |
$1M |
1.01% |
4.6%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
7,638 |
$1M |
0.89% |
-3.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
2,401 |
$1M |
0.88% |
-4.9%
|
- |
|
EVTR
|
US |
EATON VANCE TOTAL RETURN |
16,081 |
$1M |
0.70% |
111.2%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
3,259 |
$1M |
0.63% |
-
|
- |