Berkshire Hathaway Inc BRK.B | $20M | 3.31 | 47,561 | +4.94% | +$940,703.25 | 0.36 | |
| Apple Inc. AAPL | $32.65M | <0.01 | 190,376 | +6.92% | +$2.11M | 0.59 | |
| Microsoft Corporation MSFT | $24.48M | <0.01 | 58,185 | +0.29% | +$70,260.42 | 0.44 | |
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD | $73.52M | <0.01 | 675,011 | +13.51% | +$8.75M | 1.32 | |
Vanguard 500 Index Fund VOO | $268.07M | <0.01 | 557,664 | -2.7% | -$7.44M | 4.81 | |
SPDR Bloomberg Investment Grade Floating Rate ETF FLRN | $28.62M | <0.01 | 928,178 | -48.89% | -$27.38M | 0.51 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $358.83M | <0.01 | 4.91M | +0.1% | +$373,796.51 | 6.44 | |
JPMorgan Ultra-Short Income ETF JPST | $31.39M | <0.01 | 622,279 | -2.06% | -$661,702.21 | 0.56 | |
Vanguard Real Estate Index Fund VNQ | $13.58M | <0.01 | 157,032 | -1.9% | -$263,071.77 | 0.24 | |
iShares MSCI Emerging Markets ex China ETF EMXC | $85.02M | <0.01 | 1.48M | +76.97% | +$36.98M | 1.53 | |
SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM | $151.37M | <0.01 | 2.36M | +3.06% | +$4.5M | 2.72 | |
iShares Russell Top 200 Growth ETF IWY | $18.52M | <0.01 | 94,951 | +6.62% | +$1.15M | 0.33 | |
Vanguard Mortgage-Backed Securities Index Fund VMBS | $52.74M | <0.01 | 1.16M | +3.23% | +$1.65M | 0.95 | |
VanEck J.P. Morgan EM Local Currency Bond ETF EMLC | $84.03M | <0.01 | 3.43M | +5.08% | +$4.07M | 1.51 | |
SPDR Portfolio S&P 600 Small Cap ETF SPSM | $234.53M | <0.01 | 5.45M | +4.24% | +$9.55M | 4.21 | |
iShares S&P 500 Growth ETF IVW | $68.95M | <0.01 | 816,514 | -1.57% | -$1.1M | 1.24 | |
Vanguard Dividend Appreciation Index Fund VIG | $24.39M | <0.01 | 133,567 | +1.31% | +$314,819.96 | 0.44 | |
iShares MSCI EAFE ETF EFA | $59.55M | <0.01 | 745,729 | +1.67% | +$976,687.39 | 1.07 | |
SPDR Portfolio Short Term Corporate Bond ETF SPSB | $198.57M | <0.01 | 6.67M | +18.74% | +$31.34M | 3.57 | |
iShares Core S&P 500 ETF IVV | $28.51M | <0.01 | 54,237 | +5.93% | +$1.6M | 0.51 | |
Vanguard Short-Term Treasury Index Fund VGSH | $129.77M | <0.01 | 2.23M | +1.87% | +$2.39M | 2.33 | |
iShares Select Dividend ETF DVY | $26.46M | <0.01 | 214,788 | -0.61% | -$163,459.54 | 0.48 | |
SPDR Portfolio S&P 400 Mid Cap ETF SPMD | $303.09M | <0.01 | 5.68M | +1.16% | +$3.48M | 5.44 | |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE | $46.34M | <0.01 | 1.57M | -33.85% | -$23.71M | 0.83 | |
iShares S&P 500 Value ETF IVE | $65.37M | <0.01 | 349,938 | -1.01% | -$664,670.10 | 1.17 | |
Vanguard Intermediate-Term Treasury Index Fund VGIT | $57.92M | <0.01 | 989,193 | +3.52% | +$1.97M | 1.04 | |
iMGP DBi Managed Futures Strategy ETF DBMF | $23.24M | <0.01 | 810,420 | +4.21% | +$937,922.50 | 0.42 | |
SPDR Portfolio Emerging Markets ETF SPEM | $20.94M | <0.01 | 578,636 | -1.36% | -$288,578.94 | 0.38 | |
Vanguard High Dividend Yield Index Fund VYM | $16.07M | <0.01 | 132,825 | +4.75% | +$727,999.38 | 0.29 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $34.66M | <0.01 | 300,629 | -1.98% | -$700,217.43 | 0.62 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $31.25M | <0.01 | 532,788 | +2.59% | +$790,015.24 | 0.56 | |
Capital Group Dividend Value ETF CGDV | $19.12M | <0.01 | 588,415 | +12.63% | +$2.14M | 0.34 | |
SPDR Portfolio Developed World ex-US ETF SPDW | $14.97M | <0.01 | 417,672 | -0.83% | -$124,759.17 | 0.27 | |
Vanguard Extended Market Index Fund VXF | $20.44M | <0.01 | 116,648 | -0.16% | -$33,476.48 | 0.37 | |
iShares Core S&P Small-Cap ETF IJR | $40.9M | <0.01 | 370,063 | -2.27% | -$951,799.27 | 0.73 | |
Vanguard Developed Markets Index Fund VEA | $532.4M | <0.01 | 10.61M | +2.02% | +$10.55M | 9.56 | |
Vanguard Short-Term Bond Index Fund BSV | $76.74M | <0.01 | 1M | +4.03% | +$2.97M | 1.38 | |
Schwab U.S. Dividend Equity ETF SCHD | $66.26M | <0.01 | 821,820 | +7.07% | +$4.37M | 1.19 | |
Vanguard Emerging Markets Stock Index Fund VWO | $163.87M | <0.01 | 3.92M | -1.47% | -$2.45M | 2.94 | |
iShares Core S&P Mid-Cap ETF IJH | $59.75M | <0.01 | 983,674 | +387.01% | +$47.48M | 1.07 | |
iShares MSCI USA Min Vol Factor ETF USMV | $17.69M | <0.01 | 211,632 | -0.27% | -$48,392.83 | 0.32 | |
iShares Global REIT ETF REET | $122.09M | <0.01 | 5.16M | +4.7% | +$5.49M | 2.19 | |
Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP | $257.49M | <0.01 | 5.38M | +2.76% | +$6.93M | 4.62 | |
Xtrackers USD High Yield Corporate Bond ETF HYLB | $140.73M | <0.01 | 3.94M | +3.23% | +$4.4M | 2.53 | |
iShares Broad USD Investment Grade Corporate Bond ETF USIG | $109.7M | <0.01 | 2.16M | +2.77% | +$2.96M | 1.97 | |
Vanguard Total International Bond Index Fund BNDX | $29.32M | <0.01 | 596,121 | +2.33% | +$669,132.07 | 0.53 | |
Vanguard Total Stock Market Index Fund VTI | $30.16M | <0.01 | 116,037 | +2.41% | +$709,524.83 | 0.54 | |
FlexShares Morningstar Global Upstream Natural Resources Index Fund GUNR | $125.66M | <0.01 | 3.06M | +4.59% | +$5.51M | 2.26 | |
SPDR Portfolio S&P 500 Value ETF SPYV | $372.3M | <0.01 | 7.43M | +1.03% | +$3.81M | 6.68 | |
iShares Core U.S. Aggregate Bond ETF AGG | $20.25M | <0.01 | 206,796 | +4.38% | +$850,313.31 | 0.36 |