|
IUSB
|
US |
ISHARES CORE TOTAL BOND ETF |
568,311 |
$26M |
10.85% |
3.6%
|
- |
|
AVEM
|
US |
AVANTIS EMERGING MARKETS EQ |
269,186 |
$18M |
7.41% |
327.2%
|
- |
|
FNDX
|
US |
SCHWAB FNDMNTL US LRG CO ETF |
724,331 |
$17M |
7.25% |
197.7%
|
- |
|
IUSG
|
US |
ISHARES CORE S&P U.S. GROWTH |
119,420 |
$17M |
7.03% |
0.6%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
34,570 |
$9M |
3.86% |
7.4%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
361,226 |
$8M |
3.54% |
206.4%
|
- |
|
AAPL
|
US |
APPLE INC |
31,121 |
$8M |
3.29% |
-1.3%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
54,389 |
$6M |
2.65% |
4.9%
|
- |
|
ESGU
|
US |
ISHARES ESG AWARE MSCI USA |
41,247 |
$5M |
2.24% |
34.2%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
49,608 |
$5M |
2.03% |
46.6%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
23,497 |
$4M |
1.88% |
-2.4%
|
- |
|
FTHI
|
US |
FTHI/FIRST TRUST EXCHANGE-TR |
173,382 |
$4M |
1.74% |
649.2%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
6,937 |
$4M |
1.72% |
4.4%
|
- |
|
SCHH
|
US |
SCHWAB US REIT ETF |
179,366 |
$4M |
1.60% |
-5.0%
|
- |
|
FPEI
|
US |
FIRST TRUST INSTITUTIONAL PR |
191,162 |
$4M |
1.51% |
14.8%
|
- |
|
TSLA
|
US |
TESLA INC |
8,530 |
$3M |
1.46% |
37.7%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
14,973 |
$3M |
1.20% |
-4.7%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
6,980 |
$3M |
1.18% |
-1.2%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
121,705 |
$3M |
1.17% |
205.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
6,397 |
$3M |
1.14% |
-0.9%
|
- |