|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
86,138 |
$51M |
25.81% |
4.3%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
60,296 |
$25M |
12.60% |
2.0%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
135,279 |
$23M |
11.66% |
3.6%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
359,510 |
$17M |
8.75% |
6.1%
|
- |
|
SCHA
|
US |
SCHWAB US SMALL-CAP ETF |
626,777 |
$16M |
8.25% |
100.0%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
185,273 |
$8M |
4.15% |
3.0%
|
- |
|
FNDE
|
US |
SCHWAB FNDMNTL EM MRK EQ ETF |
270,625 |
$8M |
4.00% |
100.0%
|
- |
|
REET
|
US |
ISHARES GLOBAL REIT ETF |
285,271 |
$7M |
3.48% |
5.8%
|
- |
|
MGC
|
US |
VANGUARD MEGA CAP ETF |
25,946 |
$6M |
2.81% |
-1.5%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
256,459 |
$5M |
2.42% |
100.1%
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
148,145 |
$4M |
1.97% |
200.0%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
16,232 |
$3M |
1.45% |
-0.5%
|
- |
|
CBU
|
US |
COMMUNITY FINANCIAL SYSTEM I |
44,863 |
$3M |
1.41% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
8,367 |
$2M |
1.07% |
0.0%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
300 |
$2M |
1.04% |
100.0%
|
- |
|
VNQ
|
US |
VANGUARD REAL ESTATE ETF |
21,329 |
$2M |
0.97% |
-
|
- |
|
RTX
|
US |
RTX CORP |
14,947 |
$2M |
0.88% |
-
|
- |
|
SCHE
|
US |
SCHWAB EMRG MRKTS EQTY ETF |
52,821 |
$1M |
0.72% |
-4.4%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
2,788 |
$1M |
0.60% |
6.7%
|
- |
|
CARR
|
US |
CARRIER GLOBAL CORP |
13,381 |
$1M |
0.46% |
-
|
- |