|
VO
|
US |
VANGUARD MID-CAP ETF |
142,013 |
$39M |
15.34% |
-1.6%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
53,415 |
$30M |
11.66% |
-1.9%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
239,337 |
$25M |
9.88% |
17.9%
|
- |
|
VCSH
|
US |
VANGUARD S/T CORP BOND ETF |
252,373 |
$20M |
7.68% |
-0.6%
|
- |
|
SCZ
|
US |
ISHARES MSCI EAFE SMALL-CAP |
314,324 |
$19M |
7.59% |
6.8%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
383,350 |
$19M |
7.42% |
5.5%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
201,749 |
$15M |
5.65% |
1.2%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
300,923 |
$13M |
5.19% |
2.3%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
42,162 |
$11M |
4.14% |
-1.1%
|
- |
|
VNQ
|
US |
VANGUARD REAL ESTATE ETF |
100,618 |
$9M |
3.54% |
1.6%
|
- |
|
BNDX
|
US |
VANGUARD TOTAL INTL BOND ETF |
139,570 |
$7M |
2.66% |
-1.3%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
8,128 |
$5M |
1.94% |
0.0%
|
- |
|
SUSA
|
US |
ISHARES MSCI USA ESG SELECT |
35,678 |
$5M |
1.75% |
-3.3%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
13,452 |
$4M |
1.58% |
-
|
- |
|
SUSB
|
US |
ISHARES ESG AWARE 1-5 YEAR U |
156,411 |
$4M |
1.51% |
5.8%
|
- |
|
EAGG
|
US |
ISHARES ESG AWARE US AGGREGA |
64,134 |
$3M |
1.16% |
19.5%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
11,887 |
$3M |
1.09% |
2.4%
|
- |
|
IWB
|
US |
ISHARES RUSSELL 1000 ETF |
8,296 |
$3M |
1.08% |
-
|
- |
|
VSS
|
US |
VANGUARD FTSE ALL WO X-US SC |
23,616 |
$3M |
1.06% |
8.8%
|
- |
|
VSGX
|
US |
VANGUARD ESG INTL STOCK ETF |
43,327 |
$3M |
0.98% |
2.2%
|
- |