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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%
-
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%
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%
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%
-
-
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 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%
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%
iShares MSCI USA Quality Factor ETF
QUAL | ETF |
$55.85
-0.34%
$48.05 B
0.85%
$0.47
15.47%
18.79%
10.58%
14.39%
0.15%
iShares Russell 1000 ETF
IWB | ETF |
$410.85
-0.36%
$48.04 B
0.98%
$4.02
11.59%
20.90%
10.98%
14.78%
0.15%
Schwab Total Stock Market Index Fund
SWTSX | Fund | Other
$17.82
+0.39%
$44.77 B
1.01%
$0.18
10.73%
20.25%
9.84%
14.48%
0.03%
Schwab U.S. Broad Market ETF
SCHB | ETF |
$29.00
+2.47%
$44.23 B
1.12%
$0.32
11.81%
20.97%
10.69%
14.59%
0.03%
iShares U.S. Equity Factor Rotation Active ETF
DYNF | Active ETF
$66.40
-0.33%
$41.81 B
0.86%
$0.57
10.45%
23.57%
13.42%
-
0.26%
Fidelity ZERO Total Market Index Fund
FZROX | Fund | Other
$25.74
+0.39%
$39.45 B
0.94%
$0.24
20.35%
20.67%
11.92%
-
-
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
CMEUX | Fund | Other
$26.05
+0.42%
$36.72 B
0.89%
$0.23
9.64%
20.46%
11.14%
-
0.27%
Six Circles U.S. Unconstrained Equity Fund
CUSUX | Fund | Other
$19.92
+0.35%
$36.08 B
1.01%
$0.20
7.56%
19.40%
9.77%
-
0.26%
Vanguard Dividend Growth Fund
VDIGX | Fund | Investor
$32.81
-0.27%
$33.39 B
1.23%
$0.40
11.77%
11.17%
6.29%
11.53%
0.20%
Fidelity Series Large Cap Stock Fund
FGLGX | Fund | Other
$26.98
+0.26%
$29.80 B
1.25%
$0.34
22.99%
25.12%
17.16%
16.49%
-
iShares MSCI USA Min Vol Factor ETF
USMV | ETF |
$103.21
+0.24%
$24.03 B
1.27%
$1.31
11.88%
13.49%
7.51%
10.80%
0.15%
Fidelity SAI U.S. Low Volatility Index Fund
FSUVX | Fund | Other
$25.65
-0.50%
$23.63 B
1.37%
$0.35
13.61%
14.84%
8.99%
11.60%
0.10%
Schwab 1000 Index Fund
SNXFX | Fund | Other
$15.81
+0.38%
$22.29 B
1.02%
$0.16
10.55%
20.34%
10.20%
14.71%
0.05%
State Street Equity 500 Index II Portfolio
SSEYX | Fund | Other
$669.98
+0.32%
$21.72 B
1.03%
$6.92
10.60%
20.40%
10.91%
55.15%
0.01%
iShares Russell 3000 ETF
IWV | ETF |
$426.64
-0.33%
$20.19 B
0.93%
$3.99
11.80%
20.80%
10.59%
14.44%
0.20%
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