S SCHWAB U.S. AGGREGATE BOND ETF SCHZ
8.52% 9.66% $152.7M 6.6M $149.0M 6.4M +186,945 +2.91% Add V VANGUARD INDEX FDS VOO
7.45% 8.18% $133.6M 194,540 $126.1M 211,081 -16,541 -7.84% Reduce S SCHWAB US SCHX
6.96% 6.92% $124.7M 4.2M $106.7M 4.2M +77,946 +1.87% Add S SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF FNDX
6.26% 5.81% $112.2M 3.6M $89.6M 3.2M +387,946 +12.05% Add S SCHWAB STRATEGIC TR SCHF
5.99% 5.59% $107.5M 3.9M $86.2M 3.5M +397,417 +11.41% Add S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
4.36% 3.64% $78.2M 2.3M $56.1M 1.9M +385,751 +20.04% Add V VANGUARD FTSE VEA
3.89% 4.29% $69.8M 979,852 $66.2M 1.0M -52,683 -5.10% Reduce I ISHARES TR AGG
3.86% 4.54% $69.2M 699,226 $70.1M 705,761 -6,535 -0.93% Reduce S SCHWAB STRATEGIC TR SCHE
3.34% 1.48% $59.9M 1.7M $22.8M 692,044 +959,875 +138.70% Add S SCHWAB STRATEGIC TR FNDF
3.01% 3.27% $53.9M 1.0M $50.4M 1.0M -7,802 -0.76% Reduce V VANGUARD TOTAL BND
2.69% 2.77% $48.2M 656,583 $42.8M 580,915 +75,668 +13.03% Add I ISHARES S&P IUSG
2.67% 2.84% $47.8M 254,306 $43.7M 281,945 -27,639 -9.80% Reduce S SCHWAB U.S. REIT ETF SCHH
1.98% 2.09% $35.5M 1.5M $32.2M 1.5M -592 -0.04% Reduce S SCHWAB US SCHA
1.75% 1.54% $31.4M 869,300 $23.8M 817,522 +51,778 +6.33% Add I INVESCO RAFI US 1000 ETF PRF
1.74% 1.96% $31.2M 577,465 $30.3M 637,458 -59,993 -9.41% Reduce S SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF SCHC
1.66% 1.33% $29.8M 619,205 $20.5M 438,325 +180,880 +41.27% Add S SCHWAB SHORT-TERM U.S. TREASURY ETF SCHO
1.53% 1.73% $27.5M 1.1M $26.7M 1.1M +37,603 +3.41% Add S SCHWAB MUNICIPAL BOND ETF SCMB
1.52% 1.57% $27.2M 1.1M $24.2M 949,511 +105,691 +11.13% Add NVIDIA CORPORATION NVDA
1.5% 1.59% $26.8M 134,175 $24.5M 140,609 -6,434 -4.58% Reduce I ISHARES TR IVV
1.46% 1.52% $26.2M 34,973 $23.5M 35,928 -955 -2.66% Reduce I ISHARES TR USRT
1.45% 1.58% $26.1M 392,426 $24.3M 411,038 -18,612 -4.53% Reduce I INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF PXF
1.38% 1.51% $24.7M 326,302 $23.3M 333,037 -6,735 -2.02% Reduce V VANGUARD INDEX FDS VB
1.24% 1.3% $22.2M 73,151 $20.1M 76,578 -3,427 -4.48% Reduce V VANGUARD SCOTTSDALE FDS VGSH
1.16% 1.37% $20.8M 357,258 $21.1M 359,691 -2,433 -0.68% Reduce I ISHARES TR MUB
1.05% 1.19% $18.9M 175,484 $18.3M 172,549 +2,935 +1.70% Add EXXON MOBIL CORP XOM
0.93% 0.27% $16.7M 122,223 $4.2M 24,799 +97,424 +392.85% Add S SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF FNDA
0.92% 0.89% $16.4M 431,168 $13.8M 424,509 +6,659 +1.57% Add S SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF FNDE
0.91% 1.02% $16.3M 409,608 $15.7M 411,420 -1,812 -0.44% Reduce APPLE INC AAPL
0.88% 0.85% $15.7M 54,258 $13.1M 51,616 +2,642 +5.12% Add V VANGUARD FSTE VWO
0.84% 0.65% $15.1M 252,490 $10.1M 186,864 +65,626 +35.12% Add S SCHWAB STRATEGIC TR SCHD
0.81% 0.92% $14.5M 458,590 $14.1M 460,643 -2,053 -0.45% Reduce S SCHWAB HIGH YIELD BOND ETF SCYB
0.74% 0.85% $13.3M 509,261 $13.1M 505,447 +3,814 +0.75% Add S SCHWAB 5-10 YEAR CORPORATE BOND ETF SCHI
0.66% 0.75% $11.8M 520,480 $11.6M 511,344 +9,136 +1.79% Add S SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF SCHC
0.62% 0.69% $11.1M 228,891 $10.6M 228,411 +480 +0.21% Add JPMORGAN CHASE & CO JPM
0.6% 0.58% $10.8M 32,921 $8.9M 30,232 +2,689 +8.89% Add I ISHARES MSCI EAFE SMALL-CAP ETF SCZ
0.52% 0.6% $9.3M 113,154 $9.3M 118,891 -5,737 -4.83% Reduce S SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF SCHY
0.5% 0.58% $8.9M 281,092 $9.0M 284,266 -3,174 -1.12% Reduce BROADCOM INC AVGO
0.46% 0.44% $8.2M 21,780 $6.7M 21,780 0 0.00% Unchanged ABBVIE INC ABBV
0.44% 0.45% $8.0M 31,692 $6.9M 31,669 +23 +0.07% Add MICROSOFT CORP MSFT
0.43% 0.5% $7.8M 20,852 $7.6M 20,659 +193 +0.93% Add S SCHWAB US SCHP
0.4% 0.47% $7.2M 272,663 $7.3M 272,664 -1 -0.00% Reduce I ISHARES TR TIP
0.39% 0.47% $7.1M 64,578 $7.3M 65,874 -1,296 -1.97% Reduce I INVESCO QQQ TR QQQ
0.38% 0.18% $6.8M 9,175 $2.9M 4,943 +4,232 +85.62% Add ALPHABET INC GOOGL
0.36% 0.36% $6.4M 17,950 $5.5M 19,043 -1,093 -5.74% Reduce INVESCO RAFI US 1500 SMALL-MID ETF PRFZ
0.34% 0.34% $6.1M 109,278 $5.3M 115,971 -6,693 -5.77% Reduce I ISHARES TR IEFA
0.32% 0.36% $5.8M 60,248 $5.6M 61,649 -1,401 -2.27% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.32% 0.12% $5.7M 7,653 $1.9M 2,956 +4,697 +158.90% Add A Alphabet Inc Class C GOOG
0.3% 0.29% $5.4M 15,154 $4.4M 15,471 -317 -2.05% Reduce S SPDR SERIES TRUST SDY
0.24% 0.29% $4.3M 28,048 $4.4M 30,135 -2,087 -6.93% Reduce CATERPILLAR INC CAT
0.24% 0.18% $4.2M 3,989 $2.8M 3,902 +87 +2.23% Add 
