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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| IWB | ISHARES RUSSELL 1000 ETF | 118,718 | -1,356 | -1.13% | $255.42 | 26.92% | 0.10% | 36,415,560 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 315,398 | +10,301 | +3.38% | $77.60 | 19.05% | 0.04% | 25,777,460 | 2025-03-31 | ||||||
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 252,335 | +20,518 | +8.85% | $83.64 | 14.28% | 0.10% | 19,321,291 | 2025-03-31 | ||||||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 207,709 | +4,011 | +1.97% | $80.06 | 12.02% | 0.05% | 16,259,461 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 73,875 | +1,448 | +2.00% | $220.95 | 10.89% | 0.02% | 14,737,322 | 2025-03-31 | ||||||
| ICF | ISHARES COHEN & STEERS REIT ETF | 154,379 | +3,735 | +2.48% | $67.70 | 7.02% | 0.48% | 9,498,966 | 2025-03-31 | ||||||
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 43,475 | +540 | +1.26% | $48.30 | 1.53% | 0.05% | 2,064,193 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 32,660 | +8,590 | +35.69% | $50.25 | 1.20% | 0.00% | 1,620,590 | 2025-03-31 | ||||||
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 14,096 | +3,991 | +39.50% | $105.47 | 1.10% | 0.02% | 1,488,538 | 2025-03-31 | ||||||
| DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 37,270 | 0 | 0.00% | $28.12 | 0.91% | 0.00% | 1,229,538 | 2025-03-31 | ||||||
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 11,371 | -405 | -3.44% | $76.02 | 0.69% | 0.01% | 928,897 | 2025-03-31 | ||||||
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 15,145 | 0 | 0.00% | $57.63 | 0.68% | 0.00% | 918,696 | 2025-03-31 | ||||||
| DFAX | DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | 25,469 | +264 | +1.05% | $25.82 | 0.49% | 0.00% | 667,288 | 2025-03-31 | ||||||
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 16,196 | 0 | 0.00% | $37.72 | 0.46% | 0.04% | 622,089 | 2025-03-31 | ||||||
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 4,954 | 0 | 0.00% | $92.30 | 0.45% | 0.00% | 603,943 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 1,481 | +725 | +95.90% | $273.61 | 0.30% | 0.00% | 407,039 | 2025-03-31 | ||||||
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | 7,637 | +7,637 | Open | $49.10 | 0.28% | 0.00% | 381,087 | 2025-03-31 | ||||||
| WFC | WELLS FARGO | 4,826 | +22 | +0.46% | $68.56 | 0.26% | 0.00% | 346,448 | 2025-03-31 | ||||||
| L | LOEWS | 3,602 | 0 | 0.00% | $82.37 | 0.24% | 0.00% | 331,060 | 2025-03-31 | ||||||
| CVX | CHEVRON | 1,929 | 0 | 0.00% | $152.68 | 0.24% | 0.00% | 322,703 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 604 | 0 | 0.00% | $354.62 | 0.24% | 0.00% | 321,679 | 2025-03-31 | ||||||
| MPC | MARATHON PETROLEUM | 1,927 | 0 | 0.00% | $151.35 | 0.21% | 0.00% | 280,745 | 2025-03-31 | ||||||
| SPTM | SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 3,930 | 0 | 0.00% | $56.50 | 0.20% | 0.00% | 267,280 | 2025-03-31 | ||||||
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 10,854 | +10,854 | Open | $24.23 | 0.20% | 0.00% | 264,187 | 2025-03-31 | ||||||
| EUSB | ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF | 4,762 | 0 | 0.00% | $43.15 | 0.15% | 0.03% | 206,290 | 2025-03-31 | ||||||
| AAPL | APPLE | 0 | -1,013 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 0 | -1,200 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 0 | -350 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||