|
VV
|
US |
VANGUARD LARGE-CAP ETF |
539,482 |
$145M |
25.30% |
-2.3%
|
- |
|
VXF
|
US |
VANGUARD EXTENDED MARKET ETF |
195,751 |
$37M |
6.47% |
0.0%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
554,658 |
$33M |
5.68% |
4.1%
|
- |
|
AAPL
|
US |
APPLE INC |
116,122 |
$29M |
5.06% |
1.1%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
653,829 |
$18M |
3.17% |
289.5%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
29,935 |
$18M |
3.05% |
40.3%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
738,202 |
$17M |
2.91% |
195.0%
|
- |
|
SCHZ
|
US |
SCHWAB US AGGREGATE BOND ETF |
664,069 |
$15M |
2.62% |
141.4%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
146,713 |
$14M |
2.47% |
-9.2%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
43,826 |
$12M |
2.01% |
6.4%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
153,581 |
$11M |
1.88% |
14.8%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
115,668 |
$11M |
1.87% |
8.9%
|
- |
|
MGV
|
US |
VANGUARD MEGA CAP VALUE ETF |
83,054 |
$10M |
1.80% |
-0.3%
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
372,410 |
$10M |
1.69% |
204.3%
|
- |
|
TSPA
|
US |
T ROWE PRICE US EQY RESEARCH |
252,666 |
$9M |
1.62% |
12.0%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
35,844 |
$9M |
1.50% |
6.7%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
406,417 |
$8M |
1.31% |
104.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
16,663 |
$7M |
1.22% |
49.1%
|
- |
|
IWS
|
US |
ISHARES RUSSELL MID-CAP VALU |
48,588 |
$6M |
1.09% |
-0.5%
|
- |
|
SCHM
|
US |
SCHWAB US MID CAP ETF |
222,098 |
$6M |
1.07% |
197.6%
|
- |