|
VOO
|
US |
VANGUARD S&P 500 ETF |
73,103 |
$39M |
40.32% |
-
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
164,806 |
$12M |
12.61% |
-
|
- |
|
DFAX
|
US |
DIMENSIONAL WORLD EX US CORE |
381,633 |
$9M |
9.71% |
-
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
231,997 |
$8M |
8.21% |
-
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
388,918 |
$7M |
7.37% |
-
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
35,196 |
$4M |
4.15% |
-
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
15,620 |
$3M |
3.13% |
-
|
- |
|
VOE
|
US |
VANGUARD MID-CAP VALUE ETF |
16,706 |
$3M |
2.77% |
-
|
- |
|
ADBE
|
US |
ADOBE INC |
5,542 |
$2M |
2.52% |
-
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
18,331 |
$1M |
1.35% |
-
|
- |
|
CMF
|
US |
ISHARES CALIFORNIA MUNI BOND |
17,118 |
$1M |
1.00% |
-
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
13,691 |
$1M |
0.67% |
-
|
- |
|
NYF
|
US |
ISHARES NEW YORK MUNI BOND E |
12,048 |
$1M |
0.66% |
-
|
- |
|
ADSK
|
US |
AUTODESK INC |
1,600 |
$0M |
0.48% |
-
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
1,631 |
$0M |
0.48% |
-
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
8,938 |
$0M |
0.46% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
630 |
$0M |
0.27% |
-
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
2,784 |
$0M |
0.22% |
-
|
- |
|
VT
|
US |
VANGUARD TOT WORLD STK ETF |
1,807 |
$0M |
0.22% |
-
|
- |
|
SHYG
|
US |
ISHARES 0-5 YR HY CORP BOND |
4,688 |
$0M |
0.20% |
-
|
- |