FIDELITY ADVISOR SERIES VII | 0.02% | 197,696 | - | - | Jan 31, 2024 |
FIDELITY CAPITAL TRUST | 0.01% | 92,121 | - | - | Jan 31, 2024 |
FIDELITY SECURITIES FUND | 0.00% | 240,326 | - | - | Jan 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 508,683 | 332,708 | 189.07% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.00% | 265 | - | - | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 10,047 | -2,603 | -20.58% | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 1,710 | - | - | Jan 31, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 902 | - | - | Dec 31, 2023 |
Dimensional ETF Trust | 0.00% | 4,695 | 4,695 | - | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 7,280 | 5,319 | 271.24% | Jan 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 740 | 740 | - | Feb 29, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 1,434 | -3,763 | -72.41% | Jan 31, 2024 |
WILSHIRE MUTUAL FUNDS INC | 0.00% | 441 | 441 | - | Dec 31, 2023 |
iSHARES TRUST | 0.00% | 10,835 | 20 | 0.18% | Mar 31, 2024 |
Advisors' Inner Circle Fund III | 0.00% | 32 | 32 | - | Jan 31, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 297 | -881 | -74.79% | Mar 31, 2024 |