|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
493,415 |
$11M |
8.75% |
204.1%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
482,754 |
$9M |
6.98% |
105.2%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
30,460 |
$9M |
6.90% |
1.4%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
89,300 |
$8M |
6.47% |
0.8%
|
- |
|
SCHZ
|
US |
SCHWAB US AGGREGATE BOND ETF |
281,964 |
$6M |
5.00% |
104.6%
|
- |
|
AAPL
|
US |
APPLE INC |
23,223 |
$6M |
4.54% |
-0.4%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
56,476 |
$5M |
4.27% |
43.0%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
102,991 |
$5M |
3.85% |
2.7%
|
- |
|
TDVG
|
US |
T ROWE PRICE DIVIDEND GROWTH |
90,005 |
$4M |
2.78% |
2.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
8,109 |
$3M |
2.67% |
1.7%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
118,810 |
$3M |
2.54% |
211.7%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
25,583 |
$3M |
2.30% |
2.0%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
54,634 |
$3M |
2.14% |
28.4%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
4,454 |
$3M |
2.04% |
0.2%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
20,104 |
$2M |
1.67% |
-10.0%
|
- |
|
USMV
|
US |
ISHARES MSCI USA MIN VOL FAC |
23,318 |
$2M |
1.62% |
-3.5%
|
- |
|
EOI
|
US |
EATON VANCE ENHANCED EQ INCM |
97,329 |
$2M |
1.58% |
1.3%
|
- |
|
XBXMX
|
US |
NUVEEN S&P 500 BUY-WR INC |
142,071 |
$2M |
1.55% |
-3.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
8,717 |
$2M |
1.49% |
0.4%
|
- |
|
EFAV
|
US |
ISHARES MSCI EAFE MIN VOL FA |
26,879 |
$2M |
1.48% |
-0.1%
|
- |