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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
6/29/26
Vanguard Target Retirement 2035 Fund
VTTHX | Fund | Investor
$29.39
-0.17%
$130.04 B
2.30%
$0.68
16.81%
14.74%
7.35%
9.98%
0.08%
Vanguard Target Retirement 2045 Fund
VTIVX | Fund | Investor
$37.77
-0.21%
$121.69 B
1.99%
$0.75
19.80%
17.02%
8.86%
11.52%
0.08%
Vanguard Target Retirement 2040 Fund
VFORX | Fund | Investor
$53.97
-0.17%
$120.30 B
2.14%
$1.16
18.32%
15.91%
8.12%
10.83%
0.08%
Vanguard Target Retirement 2030 Fund
VTHRX | Fund | Investor
$45.13
-0.11%
$115.37 B
2.50%
$1.13
15.28%
13.57%
6.56%
9.12%
0.08%
Vanguard Target Retirement 2050 Fund
VFIFX | Fund | Investor
$64.85
-0.23%
$108.64 B
1.91%
$1.24
21.28%
18.04%
9.51%
11.87%
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
$21.08
-0.09%
$76.94 B
2.82%
$0.59
13.22%
12.13%
5.67%
8.19%
0.08%
Vanguard Target Retirement 2055 Fund
VFFVX | Fund | Investor
$72.42
-0.25%
$76.70 B
1.90%
$1.38
21.39%
18.07%
9.53%
11.88%
0.08%
Vanguard Target Retirement Income Fund
VTINX | Fund | Investor
$14.27
-0.63%
$36.29 B
2.22%
$0.32
9.58%
9.13%
3.97%
5.29%
0.08%
Vanguard Target Retirement 2020 Fund
VTWNX | Fund | Investor
$28.66
-0.03%
$34.74 B
3.19%
$0.91
10.46%
10.09%
4.53%
7.02%
0.08%
Vanguard LifeStrategy Growth Fund
VASGX | Fund | Investor
$54.65
-0.94%
$27.10 B
1.51%
$0.82
19.96%
16.14%
8.48%
10.61%
0.10%
Vanguard LifeStrategy Moderate Growth Fund
VSMGX | Fund | Investor
$36.54
-1.11%
$24.51 B
1.98%
$0.72
16.25%
13.16%
6.45%
8.39%
0.10%
Vanguard Star Fund
VGSTX | Fund | Investor
$30.69
+0.72%
$24.08 B
1.81%
$0.56
15.85%
12.45%
5.50%
9.35%
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
$22.62
-0.70%
$11.36 B
2.55%
$0.58
11.91%
10.22%
4.42%
6.16%
0.10%
Fidelity Multi-Asset Index Fund
FFNOX | Fund | Other
$72.82
-0.22%
$10.25 B
0.11%
$0.08
22.53%
17.34%
9.21%
11.29%
0.13%
Vanguard LifeStrategy Income Fund
VASIX | Fund | Investor
$16.01
-0.74%
$4.07 B
2.96%
$0.47
8.25%
7.24%
2.34%
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%
Potomac Defensive Bull Fund
CRDBX | Fund | Other
$16.38
-0.91%
$3.43 B
0.75%
$0.12
33.49%
18.61%
15.15%
-
1.39%
State Farm Balanced Fund
STFBX | Fund | Other
$101.48
+0.17%
$2.82 B
1.90%
$1.93
21.02%
15.60%
9.89%
10.43%
0.17%
Tri-Continental Corp
XTYCX | Fund | Other
$37.83
-0.18%
$2.08 B
0.00%
-
17.49%
16.20%
9.61%
12.51%
0.46%
Schwab Target 2030 Index Fund
SWYEX | Fund | Other
$18.88
+0.59%
$1.84 B
2.34%
$0.44
14.98%
13.06%
6.83%
-
0.13%
ONE CHOICE PORTFOLIO: MODERATE
AOMIX | Fund | Investor
$16.89
+0.06%
$1.79 B
2.15%
$0.36
12.01%
11.13%
5.12%
8.01%
0.87%
Schwab Target 2040 Index Fund
SWYGX | Fund | Other
$22.06
+0.78%
$1.77 B
2.04%
$0.45
19.18%
15.90%
8.60%
-
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%
Schwab Target 2050 Index Fund
SWYMX | Fund | Other
$24.19
+0.92%
$1.65 B
1.80%
$0.44
21.95%
17.69%
9.66%
-
0.14%
Schwab Target 2035 Index Fund
SWYFX | Fund | Other
$20.63
+0.68%
$1.63 B
2.10%
$0.43
17.34%
14.64%
7.82%
-
0.13%
Lifestyle Blend Growth Portfolio
JABPX | Fund | A
$15.54
-0.32%
$1.56 B
1.59%
$0.25
18.93%
14.86%
7.26%
-
1.05%
Lifestyle Blend Balanced Portfolio
JABMX | Fund | A
$13.73
-0.22%
$1.52 B
0.50%
$0.07
15.16%
12.24%
5.55%
-
1.07%
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