|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
41,501 |
$24M |
32.28% |
-3.0%
|
- |
|
30231g102
|
- |
EXXON MOBIL CORP |
116,037 |
$12M |
16.49% |
1912.8%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
101,836 |
$5M |
6.43% |
0.0%
|
- |
|
IWB
|
US |
ISHARES RUSSELL 1000 ETF |
14,967 |
$5M |
6.37% |
-
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
13,355 |
$4M |
5.24% |
-1.3%
|
- |
|
03076c106
|
- |
AMERIPRISE FIN |
3,875 |
$2M |
2.73% |
-
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
29,479 |
$2M |
2.43% |
-3.9%
|
- |
|
IJJ
|
US |
ISHARES S&P MID-CAP 400 VALU |
14,016 |
$2M |
2.31% |
-20.0%
|
- |
|
IJK
|
US |
ISHARES S&P MID-CAP 400 GROW |
18,670 |
$2M |
2.24% |
46.5%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
12,739 |
$1M |
1.94% |
-3.8%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
6,262 |
$1M |
1.83% |
-
|
- |
|
25434v500
|
- |
DIMENSIONAL US SMALL CAP ETF |
21,127 |
$1M |
1.82% |
-
|
- |
|
EFA
|
US |
ISHARES MSCI EAFE ETF |
18,147 |
$1M |
1.81% |
-
|
- |
|
KO
|
US |
COCA-COLA CO/THE |
18,276 |
$1M |
1.50% |
-
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
6,126 |
$1M |
1.37% |
-
|
- |
|
25434v724
|
- |
DFA DIMENSIONAL US MARKETWIDE |
22,672 |
$1M |
1.23% |
-
|
- |
|
NUV
|
US |
NUVEEN MUNICIPAL VALUE |
91,358 |
$1M |
1.04% |
-
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
4,583 |
$1M |
1.02% |
-
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
2,561 |
$1M |
0.98% |
0.9%
|
- |
|
78463v107
|
- |
SPDR GOLD TRUST (COLLECTIBLE) |
2,751 |
$1M |
0.88% |
-11.3%
|
- |