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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
7/10/26
Vanguard Total Stock Market Index Fund
VTI | ETF |
$372.69
+0.33%
$2.30 T
1.13%
$4.17
22.81%
20.35%
12.04%
14.80%
0.03%
Vanguard 500 Index Fund
VOO | ETF |
$693.86
+0.46%
$1.67 T
1.15%
$7.85
22.48%
20.77%
13.13%
15.29%
0.03%
iShares Core S&P 500 ETF
IVV | ETF |
$758.11
+0.41%
$888.13 B
1.06%
$7.98
22.46%
20.75%
13.13%
15.30%
0.03%
Fidelity 500 Index Fund
FXAIX | Fund | Other
$263.26
+0.16%
$791.70 B
1.02%
$2.67
25.83%
22.48%
14.03%
15.59%
0.02%
$754.95
+0.43%
$781.19 B
1.02%
$7.61
22.40%
20.67%
13.07%
15.23%
-
Invesco QQQ Trust, Series 1
QQQ | ETF |
$725.51
+0.31%
$490.10 B
0.46%
$3.25
31.54%
25.57%
15.58%
21.45%
0.18%
Vanguard Growth Index Fund
VUG | ETF |
$87.40
+0.48%
$379.21 B
0.43%
$0.37
19.26%
23.16%
12.91%
17.80%
0.03%
Vanguard Value Index Fund
VTV | ETF |
$219.20
+0.29%
$254.46 B
1.99%
$4.33
25.54%
17.98%
12.18%
12.50%
0.03%
Strategic Advisers Fidelity U.S. Total Stock Fund
FCTDX | Fund | Other
$21.69
-3.43%
$241.23 B
1.25%
$0.28
27.35%
22.33%
13.13%
-
0.53%
Schwab S&P 500 Index Fund
SWPPX | Fund | Other
$19.53
+0.46%
$144.03 B
1.01%
$0.19
22.48%
21.09%
13.22%
15.37%
0.02%
Fidelity Total Market Index Fund
FSKAX | Fund | Other
$208.85
+0.32%
$131.69 B
0.16%
$0.33
25.36%
22.02%
12.79%
15.11%
0.02%
Vanguard Dividend Appreciation Index Fund
VIG | ETF |
$238.84
+0.09%
$129.46 B
1.67%
$4.00
17.88%
15.81%
10.65%
13.00%
0.04%
iShares Russell 1000 Growth ETF
IWF | ETF |
$123.95
+0.53%
$128.90 B
0.35%
$0.43
16.38%
22.06%
12.89%
17.98%
0.18%
Fidelity Series Total Market Index Fund
FCFMX | Fund | Other
$24.79
+0.32%
$107.86 B
0.33%
$0.08
25.39%
22.05%
12.80%
-
-
Vanguard High Dividend Yield Index Fund
VYM | ETF |
$161.06
+0.32%
$96.17 B
2.44%
$3.92
22.37%
17.83%
12.01%
11.59%
0.04%
Schwab U.S. Dividend Equity ETF
SCHD | ETF |
$32.40
+0.43%
$95.73 B
3.12%
$1.01
22.88%
13.91%
8.81%
12.36%
0.06%
iShares Core S&P Total U.S. Stock Market ETF
ITOT | ETF |
$165.55
+0.34%
$94.14 B
1.02%
$1.68
22.71%
20.36%
12.04%
14.77%
0.03%
Invesco S&P 500 Equal Weight ETF
RSP | ETF |
$214.30
+0.37%
$93.66 B
1.53%
$3.24
18.12%
13.91%
8.83%
11.86%
0.20%
iShares Russell 1000 Value ETF
IWD | ETF |
$246.84
+0.19%
$79.74 B
1.24%
$3.05
27.80%
17.85%
11.14%
11.30%
0.18%
iShares S&P 500 Growth ETF
IVW | ETF |
$138.59
+0.60%
$74.97 B
0.37%
$0.51
25.69%
26.06%
13.86%
17.70%
0.18%
Vanguard Large-Cap Index Fund
VV | ETF |
$347.66
+0.37%
$73.82 B
1.13%
$3.90
22.23%
20.97%
12.72%
15.31%
0.03%
Schwab U.S. Large-Cap ETF
SCHX | ETF |
$29.74
+0.37%
$71.64 B
1.04%
$0.31
21.76%
20.62%
12.49%
15.17%
0.03%
Schwab U.S. Large-Cap Growth ETF
SCHG | ETF |
$34.65
+0.32%
$59.07 B
0.39%
$0.13
18.55%
23.05%
13.59%
18.56%
0.04%
Vanguard Russell 1000 Growth Index Fund
VONG | ETF |
$127.57
+0.50%
$53.36 B
0.51%
$0.64
16.52%
22.19%
13.00%
18.09%
0.06%
$120.00
+0.60%
$52.99 B
0.50%
$0.59
25.88%
26.24%
14.00%
17.81%
0.04%
iShares Russell 1000 ETF
IWB | ETF |
$413.11
+0.36%
$48.33 B
0.82%
$3.37
21.77%
20.31%
12.28%
14.93%
0.15%
iShares S&P 500 Value ETF
IVE | ETF |
$230.49
+0.25%
$47.74 B
1.56%
$3.60
18.42%
14.21%
11.20%
11.64%
0.18%
iShares MSCI USA Quality Factor ETF
QUAL | ETF |
$219.69
+0.54%
$45.92 B
0.71%
$1.54
20.62%
18.62%
11.43%
14.22%
0.15%
Schwab Total Stock Market Index Fund
SWTSX | Fund | Other
$18.33
+0.33%
$44.24 B
0.99%
$0.18
22.66%
20.65%
12.08%
14.83%
0.03%
Fidelity Large Cap Growth Index Fund
FSPGX | Fund | Other
$48.59
+0.50%
$44.11 B
0.67%
$0.32
24.58%
25.73%
15.73%
-
0.03%
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