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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
6/30/26
Vanguard Target Retirement 2035 Fund
VTTHX | Fund | Investor
$29.60
+0.71%
$130.04 B
2.30%
$0.68
17.20%
14.69%
7.53%
9.94%
0.08%
Vanguard Target Retirement 2045 Fund
VTIVX | Fund | Investor
$38.10
+0.87%
$121.69 B
1.99%
$0.75
20.40%
16.97%
9.09%
11.48%
0.08%
Vanguard Target Retirement 2040 Fund
VFORX | Fund | Investor
$54.40
+0.80%
$120.30 B
2.14%
$1.16
18.81%
15.87%
8.32%
10.78%
0.08%
Vanguard Target Retirement 2030 Fund
VTHRX | Fund | Investor
$45.41
+0.62%
$115.37 B
2.50%
$1.13
15.57%
13.51%
6.71%
9.07%
0.08%
Vanguard Target Retirement 2050 Fund
VFIFX | Fund | Investor
$65.47
+0.96%
$108.64 B
1.91%
$1.24
21.97%
18.02%
9.76%
11.84%
0.08%
Strategic Advisers Fidelity Core Income Fund
FIWGX | Fund | Other
$9.22
+0.11%
$89.77 B
0.00%
-
4.64%
4.34%
0.56%
-
0.41%
Vanguard Target Retirement 2025 Fund
VTTVX | Fund | Investor
$21.19
+0.52%
$76.94 B
2.82%
$0.59
13.41%
12.06%
5.80%
8.15%
0.08%
Vanguard Target Retirement 2055 Fund
VFFVX | Fund | Investor
$73.12
+0.97%
$76.70 B
1.90%
$1.38
22.09%
18.06%
9.78%
11.85%
0.08%
Strategic Advisers Core Income Fund
FPCIX | Fund | Other
$9.20
0.00%
$41.83 B
0.00%
-
4.75%
4.33%
0.30%
2.24%
0.50%
Vanguard Target Retirement Income Fund
VTINX | Fund | Investor
$14.33
+0.42%
$36.29 B
2.22%
$0.32
10.53%
9.11%
4.06%
5.29%
0.08%
Vanguard Target Retirement 2020 Fund
VTWNX | Fund | Investor
$28.77
+0.38%
$34.74 B
3.19%
$0.91
10.57%
10.01%
4.63%
6.98%
0.08%
Vanguard LifeStrategy Growth Fund
VASGX | Fund | Investor
$55.12
+0.86%
$27.10 B
1.51%
$0.82
19.94%
16.47%
8.62%
10.67%
0.10%
Vanguard LifeStrategy Moderate Growth Fund
VSMGX | Fund | Investor
$36.78
+0.66%
$24.51 B
1.98%
$0.72
15.77%
13.41%
6.55%
8.43%
0.10%
Vanguard Star Fund
VGSTX | Fund | Investor
$30.75
+0.20%
$24.08 B
1.81%
$0.56
14.80%
12.52%
5.51%
9.34%
0.29%
Fidelity Capital & Income Fund
FAGIX | Fund | Other
$11.33
-0.79%
$15.64 B
0.00%
-
17.06%
13.10%
7.22%
8.40%
0.92%
Strategic Advisers Municipal Bond Fund
FSMUX | Fund | Other
$8.91
+0.11%
$13.80 B
0.00%
-
5.39%
3.85%
-
-
0.44%
Vanguard LifeStrategy Conservative Growth Fund
VSCGX | Fund | Investor
$22.72
+0.44%
$11.36 B
2.55%
$0.58
11.69%
10.38%
4.48%
6.17%
0.10%
Osterweis Strategic Income Fund
OSTIX | Fund | Investor
$11.16
-0.45%
$5.74 B
5.65%
$0.63
4.04%
7.40%
4.47%
5.22%
0.83%
Vanguard LifeStrategy Income Fund
VASIX | Fund | Investor
$16.05
+0.25%
$4.07 B
2.96%
$0.47
7.74%
7.33%
2.36%
3.86%
0.10%
Strategic Advisers Short Duration Fund
FAUDX | Fund | Other
$9.93
+0.10%
$3.97 B
0.00%
-
3.50%
4.92%
3.06%
2.51%
0.45%
iShares Core 60/40 Balanced Allocation ETF
AOR | ETF |
$69.31
+0.64%
$3.65 B
1.78%
$1.23
15.62%
13.41%
6.87%
8.37%
0.20%
Victory Cornerstone Moderately Aggressive Fund (Formerly USAA Cornerstone Moderately Aggressive Fund)
USCRX | Fund | Other
$29.89
+0.50%
$3.06 B
1.82%
$0.54
18.00%
13.03%
6.48%
7.35%
1.18%
State Farm Balanced Fund
STFBX | Fund | Other
$102.21
+0.72%
$2.82 B
1.90%
$1.93
21.43%
15.55%
9.98%
10.40%
0.17%
Variant Alternative Income Fund
NICHX | Fund | Other
$25.98
0.00%
$2.56 B
9.04%
$2.35
5.74%
6.31%
7.48%
-
-
Victory Target Retirement 2040 Fund (Formerly USAA Target Retirement 2040 Fund)
URFRX | Fund | Other
$15.75
+0.70%
$1.91 B
2.38%
$0.37
19.71%
15.92%
7.53%
9.14%
0.57%
Schwab Target 2030 Index Fund
SWYEX | Fund | Other
$18.92
+0.21%
$1.84 B
2.34%
$0.44
15.16%
13.14%
6.82%
-
0.13%
iShares Core 40/60 Moderate Allocation ETF
AOM | ETF |
$49.84
+0.46%
$1.77 B
2.49%
$1.24
11.70%
10.58%
4.77%
6.22%
0.20%
Schwab Target 2040 Index Fund
SWYGX | Fund | Other
$22.14
+0.36%
$1.77 B
2.04%
$0.45
19.49%
16.04%
8.61%
-
0.13%
Strategic Advisers Income Opportunities Fund
FPIOX | Fund | Other
$8.94
-0.22%
$1.76 B
0.00%
-
8.33%
9.32%
4.57%
5.72%
0.77%
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