|
MGK
|
US |
VANGUARD MEGA CAP GROWTH ETF |
70,704 |
$24M |
22.41% |
4.7%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
78,795 |
$15M |
14.24% |
3.5%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
233,148 |
$11M |
10.29% |
19.1%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
26,953 |
$7M |
6.57% |
7.2%
|
- |
|
EFA
|
US |
ISHARES MSCI EAFE ETF |
72,656 |
$5M |
5.07% |
1.3%
|
- |
|
MGV
|
US |
VANGUARD MEGA CAP VALUE ETF |
43,893 |
$5M |
5.06% |
-6.6%
|
- |
|
CMF
|
US |
ISHARES CALIFORNIA MUNI BOND |
95,341 |
$5M |
5.04% |
6.7%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
41,390 |
$5M |
4.40% |
5.4%
|
- |
|
IGSB
|
US |
ISHARES 1-5Y INV GRADE CORP |
73,908 |
$4M |
3.53% |
-6.8%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
17,242 |
$3M |
2.69% |
0.1%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
101,805 |
$3M |
2.62% |
296.2%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
36,264 |
$2M |
2.09% |
-0.6%
|
- |
|
SGOL
|
US |
ABRDN PHYSICAL GOLD SHARES |
50,370 |
$1M |
1.16% |
10.6%
|
- |
|
USXF
|
US |
ISHARES ESG ADVANCE MSCI USA |
21,962 |
$1M |
1.01% |
0.3%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
1,676 |
$1M |
0.91% |
0.3%
|
- |
|
VSGX
|
US |
VANGUARD ESG INTL STOCK ETF |
15,901 |
$1M |
0.83% |
6.5%
|
- |
|
STIP
|
US |
ISHARES 0-5 YEAR TIPS BOND E |
8,548 |
$1M |
0.79% |
-7.0%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
15,657 |
$1M |
0.75% |
14.3%
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
3,278 |
$1M |
0.73% |
-5.3%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
1,788 |
$1M |
0.68% |
0.1%
|
- |