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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 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
21.28%
20.24%
13.19%
15.40%
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%
-
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%
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%
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 Total U.S. Stock Market ETF
ITOT | ETF |
$163.07
+1.39%
$93.42 B
1.03%
$1.68
22.08%
20.11%
12.08%
14.92%
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%
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%
iShares Russell 1000 ETF
IWB | ETF |
$406.31
+1.53%
$48.87 B
0.83%
$3.37
20.86%
19.97%
12.32%
15.05%
0.15%
iShares MSCI USA Quality Factor ETF
QUAL | ETF |
$213.66
+0.19%
$47.11 B
0.72%
$1.54
18.77%
18.42%
11.29%
14.50%
0.15%
Schwab Total Stock Market Index Fund
SWTSX | Fund | Other
$18.06
+1.18%
$43.45 B
1.00%
$0.18
22.06%
20.10%
12.05%
14.90%
0.03%
Schwab U.S. Broad Market ETF
SCHB | ETF |
$28.34
-0.28%
$43.31 B
1.06%
$0.30
20.90%
20.18%
11.80%
15.14%
0.03%
iShares U.S. Equity Factor Rotation Active ETF
DYNF | Active ETF
$67.44
+1.90%
$36.68 B
0.73%
$0.49
24.92%
24.57%
15.37%
-
0.26%
Vanguard Dividend Growth Fund
VDIGX | Fund | Investor
$31.13
-0.13%
$36.39 B
1.29%
$0.40
7.87%
8.08%
6.93%
10.74%
0.20%
Fidelity ZERO Total Market Index Fund
FZROX | Fund | Other
$25.75
0.00%
$36.26 B
0.94%
$0.24
25.41%
22.10%
13.00%
-
-
Six Circles U.S. Unconstrained Equity Fund
CUSUX | Fund | Other
$19.99
+0.10%
$36.03 B
1.00%
$0.20
17.93%
19.72%
11.22%
-
0.26%
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
CMEUX | Fund | Other
$26.13
+0.04%
$33.88 B
0.89%
$0.23
21.08%
20.67%
12.43%
-
0.27%
Fidelity Series Large Cap Stock Fund
FGLGX | Fund | Other
$29.00
-0.21%
$27.40 B
1.29%
$0.37
31.82%
26.50%
16.89%
16.90%
-
State Street Equity 500 Index II Portfolio
SSEYX | Fund | Other
$665.49
-0.05%
$25.31 B
1.04%
$6.92
20.22%
20.17%
12.88%
55.61%
0.01%
iShares MSCI USA Min Vol Factor ETF
USMV | ETF |
$95.99
+1.16%
$23.09 B
1.25%
$1.20
4.79%
11.37%
7.17%
9.88%
0.15%
Schwab 1000 Index Fund
SNXFX | Fund | Other
$15.97
+1.14%
$22.44 B
1.01%
$0.16
21.34%
20.20%
12.41%
15.08%
0.05%
Fidelity SAI U.S. Low Volatility Index Fund
FSUVX | Fund | Other
$23.81
+0.08%
$20.64 B
1.48%
$0.35
12.28%
14.17%
9.62%
11.66%
0.10%
iShares Russell 3000 ETF
IWV | ETF |
$423.17
+1.42%
$19.82 B
0.91%
$3.84
21.71%
19.83%
11.95%
14.77%
0.20%
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