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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
7/15/26
Vanguard Total Stock Market Index Fund
VTI | ETF |
$371.16
+0.37%
$2.30 T
1.12%
$4.17
22.67%
19.91%
12.18%
14.71%
0.03%
Vanguard 500 Index Fund
VOO | ETF |
$691.10
+0.38%
$1.67 T
1.13%
$7.85
22.28%
20.31%
13.16%
15.20%
0.03%
Fidelity 500 Index Fund
FXAIX | Fund | Other
$263.18
+0.39%
$791.70 B
1.01%
$2.67
25.83%
22.48%
14.03%
15.59%
0.02%
$751.83
+0.36%
$781.19 B
1.01%
$7.61
22.18%
20.21%
13.10%
15.13%
-
Strategic Advisers Fidelity U.S. Total Stock Fund
FCTDX | Fund | Other
$21.67
+0.42%
$241.23 B
1.28%
$0.28
27.35%
22.33%
13.13%
-
0.53%
Schwab S&P 500 Index Fund
SWPPX | Fund | Other
$19.44
+0.36%
$144.03 B
1.00%
$0.19
22.22%
20.15%
13.17%
15.19%
0.02%
Fidelity Total Market Index Fund
FSKAX | Fund | Other
$208.70
+0.35%
$131.69 B
0.16%
$0.33
25.36%
22.02%
12.79%
15.11%
0.02%
Vanguard Dividend Appreciation Index Fund
VIG | ETF |
$237.36
+0.03%
$129.46 B
1.68%
$4.00
18.03%
15.42%
10.51%
12.87%
0.04%
Fidelity Series Total Market Index Fund
FCFMX | Fund | Other
$24.69
+0.41%
$107.86 B
0.32%
$0.08
25.39%
22.05%
12.80%
-
-
Invesco S&P 500 Equal Weight ETF
RSP | ETF |
$212.97
-0.22%
$93.66 B
1.51%
$3.24
19.18%
13.81%
9.04%
11.78%
0.20%
Vanguard Large-Cap Index Fund
VV | ETF |
$346.28
+0.37%
$73.82 B
1.12%
$3.90
22.00%
20.49%
12.78%
15.21%
0.03%
Schwab U.S. Large-Cap ETF
SCHX | ETF |
$29.74
+0.37%
$71.64 B
1.03%
$0.31
21.61%
20.16%
12.57%
15.08%
0.03%
iShares Russell 1000 ETF
IWB | ETF |
$412.74
+0.31%
$48.33 B
0.82%
$3.37
21.61%
19.90%
12.37%
14.85%
0.15%
iShares MSCI USA Quality Factor ETF
QUAL | ETF |
$219.80
+0.26%
$45.92 B
0.71%
$1.54
21.19%
18.14%
11.49%
14.14%
0.15%
Schwab Total Stock Market Index Fund
SWTSX | Fund | Other
$18.25
+0.39%
$44.24 B
0.98%
$0.18
22.49%
19.72%
12.16%
14.65%
0.03%
Schwab U.S. Broad Market ETF
SCHB | ETF |
$29.16
+0.31%
$43.23 B
1.03%
$0.30
22.51%
19.93%
12.21%
14.71%
0.03%
iShares U.S. Equity Factor Rotation Active ETF
DYNF | Active ETF
$68.08
+0.06%
$38.00 B
0.73%
$0.49
25.25%
24.08%
15.63%
-
0.26%
Fidelity ZERO Total Market Index Fund
FZROX | Fund | Other
$26.43
+0.34%
$36.26 B
0.91%
$0.24
25.41%
22.10%
13.00%
-
-
Six Circles U.S. Unconstrained Equity Fund
CUSUX | Fund | Other
$20.50
+0.34%
$35.73 B
0.98%
$0.20
19.59%
19.65%
11.59%
-
0.26%
Vanguard Dividend Growth Fund
VDIGX | Fund | Investor
$31.69
+0.32%
$35.69 B
1.26%
$0.40
9.56%
8.67%
6.86%
10.67%
0.20%
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
CMEUX | Fund | Other
$26.79
+0.37%
$33.98 B
0.86%
$0.23
22.35%
20.59%
12.81%
-
0.27%
Fidelity Series Large Cap Stock Fund
FGLGX | Fund | Other
$29.99
+0.77%
$27.40 B
1.25%
$0.37
31.82%
26.50%
16.89%
16.90%
-
State Street Equity 500 Index II Portfolio
SSEYX | Fund | Other
$682.95
+0.38%
$25.21 B
1.01%
$6.92
21.91%
20.21%
13.09%
55.32%
0.01%
iShares MSCI USA Min Vol Factor ETF
USMV | ETF |
$96.09
-0.82%
$23.01 B
1.23%
$1.20
6.71%
11.08%
6.94%
9.48%
0.15%
Schwab 1000 Index Fund
SNXFX | Fund | Other
$16.17
+0.37%
$22.23 B
0.99%
$0.16
22.06%
19.94%
12.46%
14.88%
0.05%
$165.44
+0.34%
$21.57 B
1.02%
$1.68
22.59%
19.93%
12.17%
14.69%
0.03%
Fidelity SAI U.S. Low Volatility Index Fund
FSUVX | Fund | Other
$24.25
-1.06%
$20.64 B
1.43%
$0.35
12.28%
14.17%
9.62%
11.66%
0.10%
Invesco S&P 500 Quality ETF
SPHQ | ETF |
$86.10
-1.07%
$20.36 B
0.93%
$0.82
24.46%
21.00%
13.53%
14.78%
0.21%
iShares Russell 3000 ETF
IWV | ETF |
$429.48
+0.36%
$19.47 B
0.90%
$3.84
22.17%
19.66%
12.05%
14.54%
0.20%
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