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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%
-
Invesco QQQ Trust, Series 1
QQQ | ETF |
$706.52
-1.38%
$493.99 B
0.46%
$3.25
29.52%
25.40%
15.53%
21.92%
0.18%
Vanguard Total Bond Market Index Fund
BND | ETF |
$73.67
+0.10%
$394.43 B
4.03%
$2.97
4.47%
4.08%
0.16%
1.56%
0.03%
Vanguard Growth Index Fund
VUG | ETF |
$82.76
-0.35%
$393.82 B
0.45%
$0.37
14.41%
21.83%
12.25%
17.84%
0.03%
Vanguard Value Index Fund
VTV | ETF |
$218.39
-0.95%
$245.01 B
1.98%
$4.33
26.89%
18.71%
12.39%
13.08%
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%
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%
Vanguard Information Technology Index Fund
VGT | ETF |
$116.50
+2.32%
$170.10 B
0.48%
$0.55
39.20%
28.68%
18.81%
25.32%
0.09%
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%
iShares Core U.S. Aggregate Bond ETF
AGG | ETF |
$99.37
+0.03%
$136.46 B
4.00%
$3.98
4.59%
4.11%
0.18%
1.55%
0.03%
iShares Russell 1000 Growth ETF
IWF | ETF |
$121.98
+2.47%
$132.28 B
0.35%
$0.43
13.33%
21.27%
12.58%
18.19%
0.18%
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 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 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%
$181.11
-1.87%
$124.52 B
0.50%
$0.91
45.19%
29.31%
20.71%
25.28%
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%
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%
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%
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 High Dividend Yield Index Fund
VYM | ETF |
$158.22
-0.46%
$96.06 B
2.18%
$3.45
22.37%
18.10%
11.85%
11.98%
0.04%
Schwab U.S. Dividend Equity ETF
SCHD | ETF |
$32.09
+0.41%
$94.95 B
3.15%
$1.01
26.04%
14.56%
8.86%
12.85%
0.06%
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