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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
7/24/26
Vanguard Total Stock Market Index Fund
VTI | ETF |
$364.80
+0.03%
$2.30 T
1.14%
$4.17
17.66%
18.67%
11.42%
14.45%
0.03%
Vanguard 500 Index Fund
VOO | ETF |
$679.14
+0.08%
$1.67 T
1.16%
$7.85
17.35%
19.05%
12.45%
14.95%
0.03%
Fidelity 500 Index Fund
FXAIX | Fund | Other
$257.65
+0.06%
$791.70 B
1.04%
$2.67
25.83%
22.48%
14.03%
15.59%
0.02%
$738.93
+0.10%
$781.19 B
1.03%
$7.61
17.27%
18.97%
12.39%
14.88%
-
Strategic Advisers Fidelity U.S. Total Stock Fund
FCTDX | Fund | Other
$21.27
+0.09%
$241.23 B
1.31%
$0.28
27.35%
22.33%
13.13%
-
0.53%
Vanguard Mid-Cap Index Fund
VO | ETF |
$80.55
+0.29%
$223.97 B
1.27%
$1.02
12.80%
13.97%
7.76%
11.27%
0.03%
Vanguard Small-Cap Index Fund
VB | ETF |
$295.32
+0.19%
$188.57 B
1.21%
$3.57
21.33%
14.18%
7.59%
10.94%
0.03%
Schwab S&P 500 Index Fund
SWPPX | Fund | Other
$19.11
+0.05%
$144.03 B
1.02%
$0.19
17.39%
19.33%
12.56%
14.96%
0.02%
Fidelity Total Market Index Fund
FSKAX | Fund | Other
$204.39
+0.02%
$131.69 B
0.16%
$0.33
25.36%
22.02%
12.79%
15.11%
0.02%
Vanguard Dividend Appreciation Index Fund
VIG | ETF |
$238.65
+0.59%
$129.46 B
1.67%
$4.00
15.98%
14.73%
10.43%
12.91%
0.04%
iShares Core SP Mid-Cap ETF
IJH | ETF |
$75.77
+0.42%
$124.33 B
1.00%
$0.76
19.27%
13.19%
8.81%
10.98%
0.05%
iShares Core SP Small-Cap ETF
IJR | ETF |
$144.86
-0.01%
$111.32 B
1.20%
$1.73
29.98%
13.34%
7.49%
10.67%
0.06%
Fidelity Series Total Market Index Fund
FCFMX | Fund | Other
$24.26
0.00%
$107.86 B
0.33%
$0.08
25.39%
22.05%
12.80%
-
-
Invesco S&P 500 Equal Weight ETF
RSP | ETF |
$213.57
+0.78%
$93.66 B
1.52%
$3.24
15.64%
13.10%
8.81%
11.69%
0.20%
Vanguard Large-Cap Index Fund
VV | ETF |
$339.85
+0.05%
$73.82 B
1.15%
$3.90
16.92%
19.21%
11.97%
14.95%
0.03%
Schwab U.S. Large-Cap ETF
SCHX | ETF |
$29.12
+0.10%
$71.64 B
1.05%
$0.31
16.67%
18.93%
11.81%
14.82%
0.03%
Fidelity Mid Cap Index Fund
FSMDX | Fund | Other
$42.19
+0.38%
$50.04 B
1.53%
$0.64
15.90%
16.15%
7.90%
11.66%
0.03%
iShares Russell 1000 ETF
IWB | ETF |
$404.18
+0.05%
$48.33 B
0.83%
$3.37
16.59%
18.64%
11.61%
14.58%
0.15%
iShares MSCI USA Quality Factor ETF
QUAL | ETF |
$216.81
+0.38%
$45.92 B
0.71%
$1.54
17.11%
17.11%
10.82%
13.97%
0.15%
Schwab Total Stock Market Index Fund
SWTSX | Fund | Other
$17.94
+0.06%
$44.24 B
1.01%
$0.18
17.57%
18.95%
11.53%
14.41%
0.03%
Schwab U.S. Broad Market ETF
SCHB | ETF |
$28.56
+0.04%
$43.23 B
1.05%
$0.30
17.47%
18.67%
11.46%
14.45%
0.03%
Dfa Investment Dimensions Group Inc - DFA U.S. Core Equity 1 Portfolio Fd USD
DFEOX | Fund | Other
$55.04
+0.22%
$38.97 B
1.10%
$0.61
19.58%
18.46%
12.16%
14.21%
0.15%
iShares U.S. Equity Factor Rotation Active ETF
DYNF | Active ETF
$67.18
-0.04%
$38.00 B
0.74%
$0.49
20.76%
23.15%
14.84%
-
0.26%
Fidelity ZERO Total Market Index Fund
FZROX | Fund | Other
$25.90
+0.04%
$36.26 B
0.93%
$0.24
25.41%
22.10%
13.00%
-
-
Six Circles U.S. Unconstrained Equity Fund
CUSUX | Fund | Other
$20.11
0.00%
$35.73 B
1.00%
$0.20
14.80%
18.43%
10.77%
-
0.26%
Vanguard Dividend Growth Fund
VDIGX | Fund | Investor
$31.65
+0.57%
$35.69 B
1.27%
$0.40
8.05%
8.03%
6.57%
10.67%
0.20%
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
CMEUX | Fund | Other
$26.27
-0.08%
$33.98 B
0.88%
$0.23
17.73%
19.42%
12.01%
-
0.27%
Fidelity Small Cap Index Fund
FSSNX | Fund | Other
$36.71
-0.33%
$32.56 B
1.83%
$0.67
33.98%
17.84%
6.33%
11.36%
0.03%
State Street SPDR SP MidCap 400SM ETF Trust
MDY | ETF |
$690.71
+0.40%
$28.05 B
0.99%
$6.81
18.84%
12.87%
8.54%
10.74%
-
Fidelity Series Large Cap Stock Fund
FGLGX | Fund | Other
$29.43
+0.07%
$27.40 B
1.27%
$0.37
31.82%
26.50%
16.89%
16.90%
-
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