|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
176,793 |
$104M |
35.73% |
1.0%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
482,595 |
$34M |
11.65% |
7.9%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
995,357 |
$23M |
7.92% |
191.9%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
309,710 |
$19M |
6.63% |
1.9%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
165,270 |
$19M |
6.54% |
2.9%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
327,232 |
$7M |
2.55% |
193.1%
|
- |
|
SCHM
|
US |
SCHWAB US MID CAP ETF |
257,576 |
$7M |
2.45% |
191.7%
|
- |
|
SCHA
|
US |
SCHWAB US SMALL-CAP ETF |
258,570 |
$7M |
2.30% |
84.4%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
284,503 |
$5M |
1.81% |
103.7%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
12,162 |
$5M |
1.68% |
0.2%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
161,159 |
$4M |
1.51% |
180.9%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
5 |
$3M |
1.17% |
-
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
31,667 |
$3M |
1.05% |
278.2%
|
- |
|
AAPL
|
US |
APPLE INC |
9,750 |
$2M |
0.84% |
0.7%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
68,560 |
$2M |
0.81% |
-
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
90,330 |
$2M |
0.81% |
176.9%
|
- |
|
IUSV
|
US |
ISHARES CORE S&P U.S. VALUE |
24,627 |
$2M |
0.78% |
0.6%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
10,238 |
$2M |
0.69% |
-0.9%
|
- |
|
SCHZ
|
US |
SCHWAB US AGGREGATE BOND ETF |
86,021 |
$2M |
0.67% |
111.7%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
35,237 |
$2M |
0.61% |
5.5%
|
- |