Investment Funds

Funds

Equity

Total Stock

FamilyTotal World StockTotal US StockTotal International Stock
Vanguard MFVTWAX: 9VTSAX: 4VTIAX: 9
Vanguard ETFVT: 6VTI: 3VXUS: 5
iShares ETF-ITOT: 3IXUS: 7
Fidelity MF-FSKAX: 1.5, FZROX: 0FTIHX: 6, FZILX: 0
Schwab MF-SWTSX: 3-
Schwab ETF-SCHB: 3-
SPDR ETFSPGM: 9SPTM: 3-

Fixed Income

Total Bond

FamilyTotal World BondTotal US BondTotal International Bond
Vanguard MF-VBTLX: 4VTABX: 10
Vanguard ETFBNDW: 5BND: 3BNDX: 7
iShares ETF-AGG: 3IAGG: 7
Fidelity MF-FXNAX: 2.5FBIIX: 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

FamilyTotal Treasury Bond
Vanguard ETFVTG: 3
iShares ETFGOVT: 5

Municipal Bond

FamilyTotal Municipal Bond
Vanguard MFVTEAX: 7
Vanguard ETFVTEB: 3
iShares ETFMUB: 5
Fidelity ETFFMUN: 5
Schwab ETFSCMB: 3

Money Market

FamilyPrimeTreasuryMunicipal
Vanguard MFVMRXX: 10VUSXX: 7VMSXX: 11
Fidelity MFSPRXX: 42, FZDXX: 30, FMPXX: 18, FNSXX: 14FDLXX: 42, FSIXX: 18, FRSXX: 14FTEXX: 39, FTCXX: 18, FMOXX: 42, FZEXX: 30
Schwab MFSWVXX: 34, SNAXX: 19SNSXX: 34, SUTXX: 19SWTXX: 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 Nov 20, 2025 16:28 -0500
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