|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
1,040,141 |
$24M |
20.02% |
215.2%
|
- |
|
IUSV
|
US |
ISHARES CORE S&P U.S. VALUE |
100,396 |
$9M |
7.88% |
3.2%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
37,717 |
$5M |
4.62% |
-9.0%
|
- |
|
CGMU
|
US |
CAP GROUP MUNICIPAL INCOME |
199,048 |
$5M |
4.54% |
24.2%
|
- |
|
TFLO
|
US |
ISHARES TREASURY FLOATING RA |
76,676 |
$4M |
3.28% |
-0.2%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
20,073 |
$4M |
3.03% |
0.9%
|
- |
|
DFAU
|
US |
DIMENSIONAL US CORE EQUITY M |
86,187 |
$3M |
2.96% |
16.2%
|
- |
|
SCHO
|
US |
SCHWAB SHORT-TERM US TREAS |
136,126 |
$3M |
2.78% |
145.4%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
7,990 |
$3M |
2.72% |
6.7%
|
- |
|
AAPL
|
US |
APPLE INC |
11,914 |
$3M |
2.53% |
-23.0%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
5,431 |
$3M |
2.48% |
-4.2%
|
- |
|
JMST
|
US |
JPM ULTRA-SHORT MUNI INCOME |
49,850 |
$3M |
2.14% |
9.6%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
5,865 |
$2M |
2.04% |
0.0%
|
- |
|
DUHP
|
US |
DIMENSIONAL US HIGH PROFI ET |
70,688 |
$2M |
2.03% |
27.2%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
82,827 |
$2M |
1.96% |
317.2%
|
- |
|
DFAI
|
US |
DIMENSIONAL INTERNATIONAL CO |
77,293 |
$2M |
1.91% |
12.1%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
9,983 |
$2M |
1.66% |
-
|
- |
|
OEF
|
US |
ISHARES S&P 100 ETF |
6,479 |
$2M |
1.59% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
2,803 |
$2M |
1.39% |
27.3%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
14,375 |
$2M |
1.30% |
-14.5%
|
- |