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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
11/10/26
Vanguard Total Stock Market Index Fund
VTI | ETF |
$370.90
+2.48%
$2.31 T
1.03%
$3.82
12.01%
21.01%
10.66%
14.59%
0.03%
Vanguard 500 Index Fund
VOO | ETF |
$691.87
+2.35%
$1.74 T
1.05%
$7.29
11.72%
21.09%
11.72%
15.12%
0.03%
iShares Core SP 500 ETF
IVV | ETF |
$753.37
-0.35%
$870.02 B
1.17%
$8.81
11.70%
21.08%
11.73%
15.14%
0.03%
Fidelity 500 Index Fund
FXAIX | Fund | Other
$256.48
+0.32%
$833.14 B
1.08%
$2.78
20.36%
20.95%
12.77%
15.31%
0.02%
$752.69
+2.37%
$796.87 B
1.00%
$7.56
11.65%
20.99%
11.66%
15.06%
-
Vanguard Total International Stock Index Fund
VXUS | ETF |
$83.22
+2.84%
$630.01 B
0.75%
$0.62
13.62%
19.24%
8.25%
9.33%
0.05%
Invesco QQQ Trust, Series 1
QQQ | ETF |
$679.35
+3.54%
$463.83 B
0.44%
$3.01
9.51%
22.22%
12.43%
20.19%
0.18%
Vanguard Growth Index Fund
VUG | ETF |
$84.45
+2.77%
$370.54 B
0.43%
$0.36
2.67%
21.25%
10.55%
17.46%
0.03%
Vanguard Developed Markets Index Fund
VEA | ETF |
$69.89
+2.93%
$313.54 B
1.02%
$0.71
16.93%
20.36%
9.34%
9.98%
0.03%
Vanguard Value Index Fund
VTV | ETF |
$227.38
+1.96%
$266.95 B
1.79%
$4.07
24.10%
20.89%
12.06%
12.59%
0.03%
Strategic Advisers Fidelity U.S. Total Stock Fund
FCTDX | Fund | Other
$21.24
+0.43%
$259.47 B
0.50%
$0.11
23.46%
21.38%
12.55%
-
0.53%
iShares Core MSCI EAFE ETF
IEFA | ETF |
$97.16
-0.53%
$189.30 B
3.25%
$3.16
13.98%
18.78%
8.51%
9.48%
0.07%
Schwab S&P 500 Index Fund
SWPPX | Fund | Other
$19.07
+0.32%
$147.54 B
1.02%
$0.19
10.88%
20.50%
10.98%
15.06%
0.02%
Fidelity Total Market Index Fund
FSKAX | Fund | Other
$203.03
+0.40%
$138.12 B
0.16%
$0.33
20.15%
20.54%
11.69%
14.79%
0.02%
Vanguard Dividend Appreciation Index Fund
VIG | ETF |
$249.25
+2.43%
$135.70 B
1.49%
$3.72
16.60%
18.20%
10.39%
13.65%
0.04%
Schwab U.S. Dividend Equity ETF
SCHD | ETF |
$35.65
+1.36%
$121.09 B
2.99%
$1.07
37.82%
19.78%
10.18%
13.49%
0.06%
iShares Russell 1000 Growth ETF
IWF | ETF |
$114.02
-0.86%
$120.29 B
0.38%
$0.44
-4.18%
18.27%
9.60%
17.12%
0.18%
Fidelity Series Total Market Index Fund
FCFMX | Fund | Other
$24.10
+0.37%
$112.03 B
0.33%
$0.08
20.13%
20.56%
11.70%
-
-
Vanguard High Dividend Yield Index Fund
VYM | ETF |
$162.72
+2.29%
$100.99 B
2.18%
$3.55
18.21%
19.82%
11.25%
11.69%
0.04%
Invesco S&P 500 Equal Weight ETF
RSP | ETF |
$220.95
+2.27%
$100.66 B
1.44%
$3.18
18.99%
18.10%
8.39%
12.10%
0.20%
iShares Core S&P Total U.S. Stock Market ETF
ITOT | ETF |
$163.84
-0.40%
$95.47 B
1.11%
$1.81
11.86%
20.98%
10.64%
14.55%
0.03%
Vanguard FTSE All-World ex-US Index Fund
VEU | ETF |
$81.47
+2.80%
$93.16 B
0.97%
$0.79
14.12%
19.55%
8.59%
9.48%
0.04%
Fidelity International Index Fund
FSPSX | Fund | Other
$65.65
-0.77%
$86.50 B
5.84%
$3.83
21.90%
18.57%
9.34%
9.63%
0.03%
iShares Russell 1000 Value ETF
IWD | ETF |
$262.64
+0.01%
$83.22 B
1.42%
$3.72
29.56%
22.61%
11.65%
11.73%
0.18%
Strategic Advisers Fidelity International Fund
FUSIX | Fund | Other
$15.75
-0.82%
$76.43 B
0.24%
$0.04
20.65%
18.68%
8.54%
9.91%
0.54%
Vanguard Large-Cap Index Fund
VV | ETF |
$346.75
+2.39%
$74.94 B
1.04%
$3.60
11.32%
21.25%
11.34%
15.14%
0.03%
iShares SP 500 Growth ETF
IVW | ETF |
$132.00
-0.80%
$74.73 B
0.39%
$0.51
7.44%
24.06%
11.13%
17.24%
0.18%
Schwab U.S. Large-Cap ETF
SCHX | ETF |
$29.63
+2.42%
$73.24 B
1.11%
$0.33
11.22%
21.03%
11.12%
15.00%
0.03%
Schwab International Equity ETF
SCHF | ETF |
$27.15
+2.88%
$67.70 B
1.22%
$0.33
17.34%
20.43%
9.63%
10.05%
0.03%
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