| Family | Total Domestic Stock | Total Foreign Stock |
|---|---|---|
| Vanguard | VTSAX: 4 | VTIAX: 11 |
| Vanguard ETF | VTI: 4 | VXUS: 11 |
| Fidelity | FSTVX: 3.5 | FTIPX: 10 |
| iShares | ITOT: 3 | IXUS: 11 |
| Schwab | SWTSX: 3 | - |
| Schwab ETF | SCHB: 3 | - |
| SPDR | SPTM: 3 | CWI: 30 |
Total Domestic Stock ≈ 80% S&P 500 + 20% Extended Market
| Family | S&P 500 | Extended Market |
|---|---|---|
| Vanguard | VFIAX: 4 | VEXAX: 8 |
| Vanguard ETF | VOO: 4 | VXF: 8 |
| Fidelity | FUSVX: 3.5 | FSEVX: 7 |
| iShares | IVV: 4 | - |
| Schwab | SWPPX: 3 | - |
| Schwab ETF | - | - |
| SPDR | SPY: 9.45 | - |
Total Foreign Stock ≈ 80% Developed Markets + 20% Emerging Markets
| Family | Developed Markets | Emerging Markets |
|---|---|---|
| Vanguard | VTMGX: 7 | VEMAX: 14 |
| Vanguard ETF | VEA: 7 | VWO: 14 |
| Fidelity | FSIVX: 6 | FPMAX: 13 |
| iShares | IDEV: 7 | IEMG: 14 |
| Schwab | SWISX: 6 | - |
| Schwab ETF | SCHF: 6 | SCHE: 13 |
| SPDR | SPDW: 4 | SPEM: 11 |
| Family | Total Domestic Bond | Municipal Bond |
|---|---|---|
| Vanguard | VBTLX: 5 | VTEAX: 9 |
| Vanguard ETF | BND: 5 | VTEB: 9 |
| Fidelity | FSITX: 4.5 | - |
| iShares | AGG: 5 | MUB: 25 |
| Schwab | SWAGX: 4 | SWNTX: 49 |
| Schwab ETF | SCHZ: 4 | - |
| SPDR | SPAB: 4 | TFI: 23 |