| Schwab Target 2030 Index Fund (SWYEX) |
SWYEX |
FUND |
Purchase
|
Oct. 25, 2021 |
$500,001 - $1,000,000 |
| SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM) |
SHM |
ETF |
Purchase
|
Oct. 22, 2021 |
$100,001 - $250,000 |
| dimensional U S Targeted Value ETF (DFAT) |
DFAT |
ETF |
Purchase
|
Oct. 22, 2021 |
$100,001 - $250,000 |
| iShares National Muni Bond ETF (MUB) |
MUB |
ETF |
Purchase
|
Oct. 22, 2021 |
$250,001 - $500,000 |
| iShares Select Dividend ETF (DVY) |
DVY |
ETF |
Purchase
|
Oct. 22, 2021 |
$100,001 - $250,000 |
| iShares Russell 1000 Growth ETF (IWF) |
IWF |
ETF |
Purchase
|
Oct. 22, 2021 |
$50,001 - $100,000 |
| iShares Edge MSCI USA Momentum Factor ETF (MTUM) |
MTUM |
ETF |
Purchase
|
Oct. 22, 2021 |
$100,001 - $250,000 |
| iShares Edge MSCI USA Value Factor ETF (VLUE) |
VLUE |
ETF |
Purchase
|
Oct. 22, 2021 |
$50,001 - $100,000 |
| ISHARES MSCI USA QLTY FACT ETF IV (QUAL) |
QUAL |
ETF |
Purchase
|
Oct. 22, 2021 |
$100,001 - $250,000 |
| iShares Edge MSCI Intl Quality Factor ETF (IQLT) |
IQLT |
ETF |
Purchase
|
Oct. 22, 2021 |
$50,001 - $100,000 |
| iShares Edge MSCI Intl Momentum Factor ETF (IMTM) |
IMTM |
ETF |
Purchase
|
Oct. 22, 2021 |
$50,001 - $100,000 |
| Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI) |
VYMI |
ETF |
Purchase
|
Oct. 22, 2021 |
$100,001 - $250,000 |
| US Large Company Portfolio Institutional Class Shares (DFUSX) |
DFUSX |
FUND |
Purchase
|
Oct. 22, 2021 |
$100,001 - $250,000 |
| Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) |
VMLUX |
FUND |
Purchase
|
Oct. 22, 2021 |
$250,001 - $500,000 |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) |
VWIUX |
FUND |
Purchase
|
Oct. 22, 2021 |
$250,001 - $500,000 |