|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
189,402 |
$14M |
7.88% |
53.7%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
227,812 |
$11M |
6.30% |
-4.6%
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
296,928 |
$10M |
5.86% |
-1.8%
|
- |
|
AAPL
|
US |
APPLE INC |
28,275 |
$7M |
4.10% |
6.5%
|
- |
|
VOTE
|
US |
TCW TRANSFORM 500 ETF |
97,825 |
$7M |
3.89% |
2.4%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
96,478 |
$7M |
3.85% |
3.7%
|
- |
|
SPEM
|
US |
SPDR PORTFOLIO EMERGING MARK |
168,532 |
$6M |
3.74% |
-1.3%
|
- |
|
SPAB
|
US |
SPDR PORTFOLIO AGGREGATE BON |
243,447 |
$6M |
3.52% |
7.8%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
118,716 |
$6M |
3.44% |
-7.7%
|
- |
|
SPTM
|
US |
SPDR PORTFOLIO S&P 1500 COMP |
73,177 |
$5M |
3.02% |
-3.0%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
104,977 |
$5M |
2.67% |
7.8%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
14,614 |
$4M |
2.45% |
-2.1%
|
- |
|
DMXF
|
US |
ISHARES ESG ADVANC MSCI EAFE |
55,875 |
$4M |
2.09% |
24.6%
|
- |
|
SCHA
|
US |
SCHWAB US SMALL-CAP ETF |
132,294 |
$3M |
1.98% |
112.4%
|
- |
|
VXF
|
US |
VANGUARD EXTENDED MARKET ETF |
17,305 |
$3M |
1.90% |
-4.2%
|
- |
|
VEU
|
US |
VANGUARD FTSE ALL-WORLD EX-U |
52,546 |
$3M |
1.75% |
-
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
129,802 |
$3M |
1.74% |
197.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
6,908 |
$3M |
1.68% |
6.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
13,162 |
$3M |
1.67% |
0.2%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
4,768 |
$3M |
1.49% |
-
|
- |