Vanguard S&p 500 Etf idx
(VOO)
|
13.0 |
$15M |
|
82k |
188.56 |
iShares S&P 500 Index
(IVV)
|
10.2 |
$12M |
|
58k |
206.65 |
Sch Us Mid-cap Etf etf
(SCHM)
|
6.6 |
$7.8M |
|
193k |
40.59 |
Schwab International Equity ETF
(SCHF)
|
5.5 |
$6.5M |
|
241k |
27.11 |
Schwab Strategic Tr us reit etf
(SCHH)
|
5.4 |
$6.4M |
|
155k |
41.40 |
Vanguard FTSE All-World ex-US ETF
(VEU)
|
4.9 |
$5.8M |
|
135k |
43.15 |
Schwab U S Small Cap ETF
(SCHA)
|
4.6 |
$5.5M |
|
105k |
52.04 |
Schwab Strategic Tr cmn
(SCHV)
|
3.9 |
$4.6M |
|
107k |
43.20 |
Vanguard Total Stock Market ETF
(VTI)
|
3.2 |
$3.8M |
|
37k |
104.82 |
Schwab Intl Small Cap Equity ETF
(SCHC)
|
3.1 |
$3.7M |
|
128k |
28.95 |
Schwab Strategic Tr intrm trm
(SCHR)
|
2.6 |
$3.0M |
|
55k |
55.23 |
Vanguard Mid-Cap ETF
(VO)
|
2.5 |
$2.9M |
|
24k |
121.22 |
iShares Russell 1000 Index
(IWB)
|
2.4 |
$2.8M |
|
25k |
114.07 |
Vanguard Short-Term Bond ETF
(BSV)
|
2.2 |
$2.6M |
|
33k |
80.65 |
Schwab Strategic Tr sht tm us tres
(SCHO)
|
2.2 |
$2.6M |
|
52k |
50.81 |
SPDR DJ Wilshire Small Cap Value
(SLYV)
|
2.2 |
$2.6M |
|
27k |
97.54 |
Vanguard REIT ETF
(VNQ)
|
2.1 |
$2.4M |
|
29k |
83.79 |
Vanguard Value ETF
(VTV)
|
1.7 |
$2.1M |
|
25k |
82.37 |
Vanguard Intermediate-Term Bond ETF
(BIV)
|
1.7 |
$2.0M |
|
23k |
86.27 |
Vanguard Small-Cap ETF
(VB)
|
1.6 |
$1.9M |
|
17k |
111.49 |
iShares S&P 500 Value Index
(IVE)
|
1.4 |
$1.7M |
|
19k |
89.94 |
Vanguard Small-Cap Value ETF
(VBR)
|
1.4 |
$1.6M |
|
16k |
101.88 |
Schwab Strategic Tr us lrg cap etf
(SCHX)
|
1.2 |
$1.4M |
|
30k |
48.84 |
iShares Russell Microcap Index
(IWC)
|
1.2 |
$1.4M |
|
21k |
67.93 |
Vanguard FTSE All Wld Ex USSml Cap
(VSS)
|
1.1 |
$1.3M |
|
14k |
93.41 |
SPDR DJ Wilshire REIT
(RWR)
|
0.8 |
$984k |
|
10k |
95.11 |
iShares S&P MidCap 400 Index
(IJH)
|
0.8 |
$964k |
|
6.7k |
144.25 |
iShares Russell 2000 Index
(IWM)
|
0.7 |
$862k |
|
7.8k |
110.61 |
iShares MSCI EAFE Index Fund
(EFA)
|
0.7 |
$788k |
|
14k |
57.18 |
iShares Russell 3000 Index
(IWV)
|
0.7 |
$779k |
|
6.4k |
120.81 |
iShares S&P SmallCap 600 Index
(IJR)
|
0.6 |
$724k |
|
6.4k |
112.54 |
Vanguard Large-Cap ETF
(VV)
|
0.6 |
$695k |
|
7.4k |
93.94 |
ISHARES TR MSCI Small Cap msci small cap
(SCZ)
|
0.6 |
$656k |
|
13k |
49.79 |
Schwab Strategic Tr us aggregate b
(SCHZ)
|
0.6 |
$649k |
|
12k |
52.85 |
Walt Disney Company
(DIS)
|
0.5 |
$637k |
|
6.4k |
99.36 |
Spdr S&p 500 Etf
(SPY)
|
0.5 |
$549k |
|
2.7k |
205.62 |
Home Depot
(HD)
|
0.5 |
$537k |
|
4.0k |
133.42 |
Nextera Energy
(NEE)
|
0.4 |
$482k |
|
4.1k |
118.40 |
iShares S&P Natl AMTFr Mncpl Bd
(MUB)
|
0.4 |
$475k |
|
4.3k |
111.74 |
iShares MSCI EAFE Value Index
(EFV)
|
0.3 |
$401k |
|
8.9k |
44.84 |
iShares Lehman Aggregate Bond
(AGG)
|
0.3 |
$389k |
|
3.5k |
110.73 |
FARO Technologies
(FARO)
|
0.3 |
$354k |
|
11k |
32.18 |
Aetna
|
0.3 |
$305k |
|
2.7k |
112.17 |
Apple
(AAPL)
|
0.3 |
$308k |
|
2.8k |
108.91 |
Coca-Cola Company
(KO)
|
0.2 |
$278k |
|
6.0k |
46.46 |
iShares S&P SmallCap 600 Value Idx
(IJS)
|
0.2 |
$283k |
|
2.5k |
113.43 |
Walgreen Boots Alliance
(WBA)
|
0.2 |
$276k |
|
3.3k |
84.20 |
At&t
(T)
|
0.2 |
$253k |
|
6.5k |
39.15 |
SPDR Dow Jones Industrial Average ETF
(DIA)
|
0.2 |
$245k |
|
1.4k |
176.39 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$213k |
|
2.5k |
83.59 |
iShares Russell 2000 Value Index
(IWN)
|
0.2 |
$207k |
|
2.2k |
93.29 |
WisdomTree LargeCap Dividend Fund
(DLN)
|
0.2 |
$208k |
|
2.8k |
73.45 |
Celgene Corporation
|
0.2 |
$200k |
|
2.0k |
100.00 |
Nuveen Select Tax Free Incom Portfolio 2
|
0.1 |
$142k |
|
10k |
14.15 |
Disney Walt Co option
|
0.1 |
$79k |
|
800.00 |
98.75 |
Sirius Xm Holdings
(SIRI)
|
0.0 |
$40k |
|
10k |
4.00 |
Du Pont E I De Nemours & Co option
|
0.0 |
$19k |
|
300.00 |
63.33 |