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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 Total Stock Market Index Fund
VTI | ETF |
$362.22
-0.48%
$2.31 T
1.15%
$4.17
21.18%
20.20%
11.77%
15.15%
0.03%
Vanguard 500 Index Fund
VOO | ETF |
$670.26
-0.81%
$1.70 T
1.17%
$7.85
19.99%
20.25%
12.85%
15.54%
0.03%
iShares Core S&P 500 ETF
IVV | ETF |
$744.19
+1.92%
$854.92 B
1.07%
$7.98
19.66%
20.13%
12.79%
15.52%
0.03%
Fidelity 500 Index Fund
FXAIX | Fund | Other
$256.14
-0.04%
$791.70 B
1.04%
$2.67
25.83%
22.48%
14.03%
15.59%
0.02%
$728.99
-0.72%
$783.80 B
1.04%
$7.61
19.86%
20.14%
12.79%
15.47%
-
Vanguard Total International Stock Index Fund
VXUS | ETF |
$84.48
-0.71%
$652.30 B
1.83%
$1.54
26.14%
18.54%
8.36%
10.17%
0.05%
Vanguard Developed Markets Index Fund
VEA | ETF |
$70.56
-0.84%
$317.30 B
2.14%
$1.51
27.74%
19.24%
9.70%
10.71%
0.03%
Strategic Advisers Fidelity U.S. Total Stock Fund
FCTDX | Fund | Other
$21.97
0.00%
$241.23 B
1.27%
$0.28
27.35%
22.33%
13.13%
-
0.53%
Vanguard Mid-Cap Index Fund
VO | ETF |
$79.99
-0.77%
$218.84 B
1.28%
$1.02
16.77%
15.67%
7.74%
12.08%
0.03%
iShares Core MSCI EAFE ETF
IEFA | ETF |
$95.49
-0.56%
$186.62 B
3.31%
$3.16
18.74%
16.46%
8.35%
9.91%
0.07%
Vanguard Small-Cap Index Fund
VB | ETF |
$299.49
-0.04%
$182.65 B
1.19%
$3.57
28.31%
16.96%
7.40%
12.04%
0.03%
Schwab S&P 500 Index Fund
SWPPX | Fund | Other
$19.17
+1.16%
$145.00 B
1.02%
$0.19
21.32%
20.26%
13.19%
15.37%
0.02%
Fidelity Total Market Index Fund
FSKAX | Fund | Other
$203.42
+0.03%
$131.69 B
0.16%
$0.33
25.36%
22.02%
12.79%
15.11%
0.02%
Vanguard Dividend Appreciation Index Fund
VIG | ETF |
$234.56
-0.26%
$127.80 B
1.42%
$3.33
17.41%
15.75%
10.77%
13.40%
0.04%
iShares Core S&P Mid-Cap ETF
IJH | ETF |
$76.53
+0.41%
$119.17 B
0.99%
$0.76
24.50%
15.65%
8.77%
11.88%
0.05%
Fidelity Series Total Market Index Fund
FCFMX | Fund | Other
$24.15
+0.04%
$107.86 B
0.33%
$0.08
25.39%
22.05%
12.80%
-
-
iShares Core S&P Small-Cap ETF
IJR | ETF |
$147.36
-0.03%
$103.49 B
1.18%
$1.73
36.40%
16.44%
7.18%
11.87%
0.06%
Vanguard FTSE All-World ex-US Index Fund
VEU | ETF |
$82.67
-0.74%
$94.42 B
1.90%
$1.57
26.77%
18.87%
8.62%
10.34%
0.04%
iShares Core S&P Total U.S. Stock Market ETF
ITOT | ETF |
$163.07
+1.39%
$93.42 B
1.03%
$1.68
21.03%
20.18%
11.76%
15.12%
0.03%
Invesco S&P 500 Equal Weight ETF
RSP | ETF |
$210.31
-0.68%
$89.12 B
1.54%
$3.24
18.18%
14.49%
8.71%
12.39%
0.20%
Fidelity International Index Fund
FSPSX | Fund | Other
$66.06
-0.44%
$81.53 B
5.80%
$3.83
21.24%
15.70%
8.57%
9.34%
0.03%
iShares Russell 2000 ETF
IWM | ETF |
$298.97
-0.29%
$80.93 B
0.93%
$2.78
40.59%
19.02%
6.73%
11.97%
0.19%
Vanguard Large-Cap Index Fund
VV | ETF |
$336.49
-0.58%
$74.74 B
1.16%
$3.90
19.93%
20.54%
12.44%
15.58%
0.03%
Schwab U.S. Large-Cap ETF
SCHX | ETF |
$28.79
-0.31%
$72.63 B
1.06%
$0.31
19.67%
20.25%
12.21%
15.46%
0.03%
Strategic Advisers Fidelity International Fund
FUSIX | Fund | Other
$16.15
-0.55%
$69.31 B
0.24%
$0.04
20.59%
16.35%
8.29%
9.60%
0.54%
Schwab International Equity ETF
SCHF | ETF |
$27.40
-0.87%
$66.49 B
1.20%
$0.33
28.58%
19.38%
9.97%
10.83%
0.03%
iShares Core MSCI Total International Stock ETF
IXUS | ETF |
$94.26
-0.62%
$58.44 B
2.62%
$2.47
26.09%
18.65%
8.32%
10.18%
0.07%
iShares Russell Mid-Cap ETF
IWR | ETF |
$110.16
+0.53%
$54.80 B
1.05%
$1.16
21.29%
16.69%
8.15%
12.03%
0.18%
Fidelity Mid Cap Index Fund
FSMDX | Fund | Other
$42.53
+0.54%
$50.04 B
1.52%
$0.64
15.90%
16.15%
7.90%
11.66%
0.03%
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