|
ITOT
|
US |
ISHARES CORE S&P TOTAL U.S. |
96,912 |
$12M |
7.81% |
18.7%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
169,260 |
$12M |
7.31% |
-0.9%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
132,979 |
$7M |
4.64% |
21.7%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
17,434 |
$7M |
4.39% |
-0.4%
|
- |
|
IDEV
|
US |
ISHARES CORE MSCI DEV MKTS |
88,756 |
$6M |
3.58% |
19.3%
|
- |
|
VGIT
|
US |
VANGUARD INTERMEDIATE-TERM T |
95,711 |
$6M |
3.48% |
18.5%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
24,949 |
$4M |
2.78% |
-0.7%
|
- |
|
AAPL
|
US |
APPLE INC |
17,412 |
$4M |
2.73% |
-12.3%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
53,013 |
$4M |
2.57% |
16.3%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
69,098 |
$4M |
2.26% |
13.3%
|
- |
|
DFIV
|
US |
DIMENSIONAL INTERNATIONAL VA |
100,287 |
$4M |
2.23% |
31.8%
|
- |
|
VCRB
|
US |
VANGUARD CORE BOND ETF |
43,538 |
$3M |
2.07% |
18.4%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
9,428 |
$3M |
1.71% |
-6.0%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
4,466 |
$3M |
1.64% |
-1.3%
|
- |
|
VTIP
|
US |
VANGUARD SHORT-TERM TIPS |
51,471 |
$2M |
1.56% |
34.4%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
18,741 |
$2M |
1.50% |
7.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
5,629 |
$2M |
1.49% |
-16.0%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
22,615 |
$2M |
1.44% |
10.7%
|
- |
|
EFV
|
US |
ISHARES MSCI EAFE VALUE ETF |
43,158 |
$2M |
1.42% |
14.6%
|
- |
|
JPIE
|
US |
JPMORGAN INCOME ETF |
49,364 |
$2M |
1.41% |
10.8%
|
- |