|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
363,952 |
$37M |
28.69% |
-1.9%
|
- |
|
IVE
|
US |
ISHARES S&P 500 VALUE ETF |
173,218 |
$33M |
25.67% |
-2.6%
|
- |
|
IJJ
|
US |
ISHARES S&P MID-CAP 400 VALU |
39,740 |
$5M |
3.86% |
-1.8%
|
- |
|
IWO
|
US |
ISHARES RUSSELL 2000 GROWTH |
16,660 |
$5M |
3.72% |
-4.7%
|
- |
|
AAPL
|
US |
APPLE INC |
15,085 |
$4M |
2.93% |
-7.9%
|
- |
|
IBDR
|
US |
ISHARES IBONDS DEC 2026 TERM |
155,386 |
$4M |
2.90% |
0.4%
|
- |
|
IWN
|
US |
ISHARES RUSSELL 2000 VALUE E |
22,164 |
$4M |
2.82% |
-1.7%
|
- |
|
EFV
|
US |
ISHARES MSCI EAFE VALUE ETF |
64,001 |
$3M |
2.61% |
0.5%
|
- |
|
IBDQ
|
US |
ISHARES IBONDS DEC 2025 TERM |
118,192 |
$3M |
2.30% |
0.4%
|
- |
|
IBDS
|
US |
ISHRS IBNDS DEC 27 CORP ETF |
122,986 |
$3M |
2.29% |
1.7%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
6,249 |
$3M |
2.20% |
0.0%
|
- |
|
EEM
|
US |
ISHARES MSCI EMERGING MARKET |
67,365 |
$3M |
2.19% |
-1.8%
|
- |
|
EFG
|
US |
ISHARES MSCI EAFE GROWTH ETF |
26,029 |
$3M |
1.96% |
0.1%
|
- |
|
IJK
|
US |
ISHARES S&P MID-CAP 400 GROW |
19,402 |
$2M |
1.37% |
0.1%
|
- |
|
SCZ
|
US |
ISHARES MSCI EAFE SMALL-CAP |
28,590 |
$2M |
1.35% |
-3.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,925 |
$2M |
1.28% |
9.1%
|
- |
|
IYR
|
US |
ISHARES US REAL ESTATE ETF |
16,740 |
$2M |
1.21% |
-1.4%
|
- |
|
IBDT
|
US |
ISHARES IBONDS DEC 2028 ETF |
59,016 |
$1M |
1.14% |
2.4%
|
- |
|
REET
|
US |
ISHARES GLOBAL REIT ETF |
49,217 |
$1M |
0.92% |
-6.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
6,294 |
$1M |
0.92% |
-
|
- |