|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
50,058 |
$15M |
14.45% |
-5.5%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
142,270 |
$8M |
8.33% |
1.0%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
97,716 |
$7M |
6.99% |
2.0%
|
- |
|
ESGV
|
US |
VANGUARD ESG US STOCK ETF |
65,151 |
$7M |
6.82% |
-1.1%
|
- |
|
AAPL
|
US |
APPLE INC |
17,582 |
$4M |
4.40% |
-5.8%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
7,559 |
$4M |
4.06% |
-3.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
8,569 |
$4M |
3.61% |
-2.9%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
25,055 |
$3M |
3.17% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
20,547 |
$3M |
2.80% |
-1.4%
|
- |
|
VSGX
|
US |
VANGUARD ESG INTL STOCK ETF |
49,478 |
$3M |
2.79% |
0.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
11,748 |
$3M |
2.58% |
-1.4%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
3,011 |
$2M |
2.31% |
-6.0%
|
- |
|
SUSA
|
US |
ISHARES MSCI USA ESG SELECT |
16,608 |
$2M |
2.01% |
-3.1%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
7,603 |
$2M |
1.99% |
-0.2%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
6,434 |
$2M |
1.53% |
-1.0%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
6,251 |
$1M |
1.49% |
-1.1%
|
- |
|
FFLC
|
US |
FIDELITY FUND LG CAP COR ETF |
30,439 |
$1M |
1.39% |
-14.0%
|
- |
|
VBR
|
US |
VANGUARD SMALL-CAP VALUE ETF |
6,101 |
$1M |
1.20% |
-15.1%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
1,909 |
$1M |
1.12% |
-1.7%
|
- |
|
TSLA
|
US |
TESLA INC |
2,426 |
$1M |
1.01% |
-2.3%
|
- |