|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
61,548 |
$18M |
19.95% |
-
|
- |
|
DFSV
|
US |
DIMENSIONAL US SMALL CAP VAL |
332,281 |
$11M |
11.44% |
-
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
189,452 |
$9M |
10.27% |
-
|
- |
|
SCHR
|
US |
SCHWAB INTERMEDIATE-TERM US |
273,259 |
$7M |
7.24% |
-
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
173,439 |
$5M |
4.94% |
-
|
- |
|
NUDM
|
US |
NUVEEN ESG INTL DEVEL MRK EQ |
119,566 |
$4M |
4.08% |
-
|
- |
|
DFGR
|
US |
DIM GLOBAL REAL ESTATE ETF |
131,025 |
$3M |
3.68% |
-
|
- |
|
NUSC
|
US |
NUVEEN ESG SMALL-CAP ETF |
72,995 |
$3M |
3.45% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
13,484 |
$3M |
3.45% |
-
|
- |
|
DISV
|
US |
DIMENSIONAL INTERNATIONAL SM |
112,885 |
$3M |
3.36% |
-
|
- |
|
SUSB
|
US |
ISHARES ESG AWARE 1-5 YEAR U |
113,644 |
$3M |
3.07% |
-
|
- |
|
SPTI
|
US |
SPDR PORT INT TREASURY TERM |
83,170 |
$2M |
2.53% |
-
|
- |
|
NUEM
|
US |
NUVEEN ESG EMERGING MARKETS |
61,944 |
$2M |
1.96% |
-
|
- |
|
MUNI
|
US |
PIMCO INTERMEDIATE MUNICIPAL |
33,998 |
$2M |
1.92% |
-
|
- |
|
VCIT
|
US |
VANGUARD INT-TERM CORPORATE |
20,413 |
$2M |
1.79% |
-
|
- |
|
DFUS
|
US |
DIMENSIONAL US EQ MKT ETF |
19,692 |
$1M |
1.40% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,024 |
$1M |
1.36% |
-
|
- |
|
VCSH
|
US |
VANGUARD S/T CORP BOND ETF |
15,069 |
$1M |
1.28% |
-
|
- |
|
AVEM
|
US |
AVANTIS EMERGING MARKETS EQ |
15,660 |
$1M |
1.01% |
-
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
916 |
$1M |
0.97% |
-
|
- |