|
AAPL
|
US |
APPLE INC |
38,192 |
$10M |
4.96% |
-1.9%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
509,308 |
$9M |
4.88% |
108.1%
|
- |
|
SCHA
|
US |
SCHWAB US SMALL-CAP ETF |
301,821 |
$8M |
4.04% |
103.7%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
26,790 |
$7M |
3.67% |
2.0%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
33,113 |
$6M |
3.36% |
-1.1%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
26,130 |
$6M |
3.25% |
-0.5%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
252,963 |
$6M |
2.98% |
203.1%
|
- |
|
VBR
|
US |
VANGUARD SMALL-CAP VALUE ETF |
28,509 |
$6M |
2.93% |
0.1%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
113,149 |
$5M |
2.80% |
1.1%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
199,080 |
$5M |
2.39% |
205.4%
|
- |
|
ACWV
|
US |
ISHARES MSCI GLOBAL MIN VOL |
32,801 |
$4M |
1.86% |
0.4%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
10,833 |
$3M |
1.63% |
11.2%
|
- |
|
SCHM
|
US |
SCHWAB US MID CAP ETF |
110,827 |
$3M |
1.59% |
207.4%
|
- |
|
CHI
|
US |
CALAMOS CONVERT OPPORT & INC |
247,070 |
$3M |
1.53% |
35.4%
|
- |
|
VNQ
|
US |
VANGUARD REAL ESTATE ETF |
32,752 |
$3M |
1.51% |
0.7%
|
- |
|
DSI
|
US |
ISHARES MSCI KLD 400 SOCIAL |
26,348 |
$3M |
1.51% |
-2.1%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
63,193 |
$3M |
1.44% |
3.9%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
29,310 |
$3M |
1.41% |
6.8%
|
- |
|
SCHE
|
US |
SCHWAB EMRG MRKTS EQTY ETF |
100,670 |
$3M |
1.39% |
1.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
6,324 |
$3M |
1.38% |
-0.8%
|
- |