IVV
|
US |
ISHARES CORE S&P 500 ETF |
408,087 |
$240M |
36.93% |
-0.8%
|
- |
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
1,190,768 |
$74M |
11.41% |
1.2%
|
- |
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
1,358,164 |
$65M |
9.98% |
0.4%
|
- |
JPUS
|
US |
JPMORGAN DIV RET US EQ ETF |
526,199 |
$60M |
9.23% |
1.8%
|
- |
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
255,257 |
$50M |
7.68% |
1.2%
|
- |
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
308,534 |
$36M |
5.46% |
0.7%
|
- |
VUG
|
US |
VANGUARD GROWTH ETF |
39,905 |
$16M |
2.52% |
-0.3%
|
- |
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
734,619 |
$14M |
2.09% |
96.9%
|
- |
AAPL
|
US |
APPLE INC |
53,324 |
$13M |
2.05% |
0.2%
|
- |
SPY
|
US |
SPDR S&P 500 ETF TRUST |
18,470 |
$11M |
1.66% |
-4.2%
|
- |
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
438,743 |
$10M |
1.56% |
189.7%
|
- |
VTV
|
US |
VANGUARD VALUE ETF |
50,135 |
$8M |
1.30% |
-
|
- |
XCEM
|
US |
COLUMBIA EM CORE EX-CHINA ET |
286,673 |
$8M |
1.30% |
4.6%
|
- |
ESGU
|
US |
ISHARES ESG AWARE MSCI USA |
29,683 |
$4M |
0.59% |
5.4%
|
- |
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
151,333 |
$3M |
0.53% |
160.6%
|
- |
VOO
|
US |
VANGUARD S&P 500 ETF |
5,905 |
$3M |
0.49% |
0.4%
|
- |
IWV
|
US |
ISHARES RUSSELL 3000 ETF |
7,673 |
$3M |
0.39% |
-0.6%
|
- |
VT
|
US |
VANGUARD TOT WORLD STK ETF |
18,320 |
$2M |
0.33% |
-31.9%
|
- |
MSFT
|
US |
MICROSOFT CORP |
5,118 |
$2M |
0.33% |
-6.1%
|
- |
DTE
|
US |
DTE ENERGY COMPANY |
15,433 |
$2M |
0.29% |
-
|
- |