Investment Funds

Funds

Equity

Total Stock

Family Total World Stock Total US Stock Total International Stock
Vanguard MF VTWAX: 9 VTSAX: 4 VTIAX: 9
Vanguard ETF VT: 6 VTI: 3 VXUS: 5
iShares ETF - ITOT: 3 IXUS: 7
Fidelity MF - FSKAX: 1.5, FZROX: 0 FTIHX: 6, FZILX: 0
Schwab MF - SWTSX: 3 -
Schwab ETF - SCHB: 3 -
SPDR ETF SPGM: 9 SPTM: 3 -

Fixed Income

Total Bond

Family Total World Bond Total US Bond Total International Bond
Vanguard MF - VBTLX: 4 VTABX: 10
Vanguard ETF BNDW: 5 BND: 3 BNDX: 7
iShares ETF - AGG: 3 IAGG: 7
Fidelity MF - FXNAX: 2.5 FBIIX: 6
Schwab MF - SWAGX: 4 -
Schwab ETF - SCHZ: 3 -
SPDR ETF - SPAB: 3 -
J.P. Morgan ETF - BBAG: 3 -
BNY Mellon ETF - BKAG: 0 -

Treasury Bond

Family Total Treasury Bond
Vanguard ETF VTG: 3
iShares ETF GOVT: 5

Municipal Bond

Family Total Municipal Bond
Vanguard MF VTEAX: 7
Vanguard ETF VTEB: 3
iShares ETF MUB: 5
Fidelity ETF FMUN: 5
Schwab ETF SCMB: 3

Money Market

Family Prime Treasury Municipal
Vanguard MF VMRXX: 10 VUSXX: 7 VMSXX: 11
Fidelity MF SPRXX: 42, FZDXX: 30, FMPXX: 18, FNSXX: 14 FDLXX: 42, FSIXX: 18, FRSXX: 14 FTEXX: 39, FTCXX: 18, FMOXX: 42, FZEXX: 30
Schwab MF SWVXX: 34, SNAXX: 19 SNSXX: 34, SUTXX: 19 SWTXX: 34, SWOXX: 19

Families

Vanguard Mutual Fund

Vanguard ETF

iShares ETF

Fidelity Mutual Fund

Fidelity ETF

Schwab Mutual Fund

Schwab ETF

SPDR ETF

J.P. Morgan ETF

BNY Mellon ETF

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Last updated on Thursday, November 6, 2025
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