|
SGOV
|
US |
ISHARES 0-3 MONTH TREASURY B |
153,763 |
$15M |
9.80% |
1.6%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
99,729 |
$10M |
6.14% |
12.5%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
16,094 |
$9M |
6.02% |
11.3%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
14,872 |
$8M |
5.09% |
2.9%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
98,529 |
$7M |
4.40% |
26.1%
|
- |
|
NUBD
|
US |
NUVEEN ESG US AGGREGATE BOND |
301,937 |
$7M |
4.18% |
1.1%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
13,938 |
$6M |
3.63% |
1071.3%
|
- |
|
AAPL
|
US |
APPLE INC |
19,231 |
$5M |
3.06% |
-0.3%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
25,900 |
$4M |
2.79% |
100.0%
|
- |
|
CMF
|
US |
ISHARES CALIFORNIA MUNI BOND |
64,460 |
$4M |
2.35% |
0.0%
|
- |
|
VSGX
|
US |
VANGUARD ESG INTL STOCK ETF |
58,638 |
$3M |
2.11% |
-4.2%
|
- |
|
WOMN
|
US |
IMPACT SHARES YWCA WOMEN'S E |
85,911 |
$3M |
2.10% |
0.4%
|
- |
|
CHGX
|
US |
AXS CHANGE FINANCE ESG ETF |
83,215 |
$3M |
2.01% |
-6.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
23,533 |
$3M |
2.01% |
-1.3%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
38,710 |
$3M |
1.90% |
0.6%
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
39,484 |
$3M |
1.87% |
0.6%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
5,124 |
$3M |
1.66% |
1.2%
|
- |
|
GOVT
|
US |
ISHARES US TREASURY BOND ETF |
113,097 |
$3M |
1.65% |
174.3%
|
- |
|
VTWO
|
US |
VANGUARD RUSSELL 2000 ETF |
25,990 |
$2M |
1.48% |
17.8%
|
- |
|
ESGV
|
US |
VANGUARD ESG US STOCK ETF |
21,580 |
$2M |
1.44% |
0.6%
|
- |