| Stocks | 862.38 B | 6.711 M | Vanguard | 0.03 | Large Cap | S&P 500 | 9/7/2010 | 639.66 | 5.38 | 27.56 |
| Stocks | 586.815 B | 4.911 M | Vanguard | 0.03 | Total Market | CRSP US Total Market | 5/24/2001 | 343.28 | 4.73 | 26.02 |
| Stocks | 584.327 B | - | Vanguard | 0.03 | Total Market | CRSP U.S. Total Market Index - AUD | 5/12/2009 | 343.28 | 0 | 0 |
| Stocks | 206.414 B | 17.064 M | Vanguard | 0.03 | Total Market | FTSE Developed ex US All Cap Net Tax (US RIC) Index | 7/20/2007 | 67.14 | 2.07 | 17.05 |
| Stocks | 205.643 B | 1.311 M | Vanguard | 0.04 | Large Cap | CRSP US Large Growth | 1/26/2004 | 489.95 | 13.53 | 39.78 |
| Stocks | 163.559 B | 4.212 M | Vanguard | 0.04 | Large Cap | CRSP US Large Value | 1/26/2004 | 198.2 | 2.99 | 19.62 |
| Bonds | 149.818 B | 8.568 M | Vanguard | 0.03 | Investment Grade | Bloomberg US Aggregate - Float Adjusted | 4/3/2007 | 74.25 | 0 | 0 |
| Stocks | 129.911 B | 6.78 M | Vanguard | 0.05 | Total Market | FTSE Global All Cap x US | 1/26/2011 | 80.93 | 1.87 | 15.86 |
| Stocks | 114.477 B | 528,698.2 | Vanguard | 0.09 | Information technology | MSCI US IMI 25/50 Information Technology | 1/26/2004 | 769.73 | 9.19 | 38.27 |
| Stocks | 113.187 B | 10.675 M | Vanguard | 0.07 | Total Market | FTSE Custom Emerging Markets All Cap China A Inclusion Net Tax (US RIC) Index | 3/4/2005 | 57.3 | 2.18 | 16.24 |
| Stocks | 103.386 B | 1.647 M | Vanguard | 0.05 | Total Market | S&P U.S. Dividend Growers Index | 4/21/2006 | 224.49 | 5.14 | 24.43 |
| Stocks | 94.043 B | 771,802.3 | Vanguard | 0.04 | Mid Cap | CRSP US Mid Cap | 1/26/2004 | 300.18 | 3.45 | 22.26 |
| Bonds | 80.407 B | - | Vanguard | 0.1 | Investment Grade | Bloomberg Short Treasury Index | 10/26/2020 | 3,136.13 | 0 | 0 |
| Bonds | 75.35 B | 5.335 M | Vanguard | 0.07 | Investment Grade | Bloomberg Global Aggregate x USD Float Adjusted RIC Capped | 6/4/2013 | 48.42 | 0 | 0 |
| Stocks | 72.817 B | 724,900.7 | Vanguard | 0.05 | Small Cap | CRSP US Small Cap | 1/26/2004 | 273.98 | 2.56 | 19.69 |
| Stocks | 71.327 B | 1.624 M | Vanguard | 0.06 | High dividend yield | FTSE Custom High Dividend Yield | 11/10/2006 | 148.62 | 3.07 | 19.06 |
| Stocks | 63.374 B | 3.812 M | Vanguard | 0.06 | Total Market | FTSE Global All Cap Net Tax (US RIC) Index | 6/24/2008 | 146.9 | 3.27 | 21.92 |
| Bonds | 63.141 B | 10.018 M | Vanguard | 0.03 | Investment Grade | Bloomberg US Aggregate Credit - Corporate (5-10 Y) | 11/19/2009 | 83.9 | 0 | 0 |
| Stocks | 58.089 B | 2.995 M | Vanguard | 0.04 | Total Market | FTSE All-World x US | 3/2/2007 | 78.86 | 2.15 | 16.82 |
| Stocks | 57.872 B | - | Vanguard | 0.04 | Total Market | FTSE All-World ex US Index | 5/12/2009 | 78.86 | 0 | 0 |
| Stocks | 50.081 B | - | Vanguard | 0.07 | Large Cap | S&P 500 | 5/22/2012 | 132.28 | 5.36 | 27.65 |
| Stocks | 47.974 B | 313,432.1 | Vanguard | 0.04 | Large Cap | CRSP US Large Cap | 1/27/2004 | 320.52 | 4.84 | 24.59 |
| Bonds | 43.476 B | 5.905 M | Vanguard | 0.03 | Investment Grade | S&P National AMT-Free Municipal Bond | 8/21/2015 | 50.54 | 0 | 0 |
| Bonds | 43.236 B | 3.273 M | Vanguard | 0.03 | Investment Grade | Bloomberg US Government/Credit - Float Adjusted (1-5 Y) | 4/3/2007 | 78.83 | 0 | 0 |
| Bonds | 40.796 B | 4.462 M | Vanguard | 0.03 | Investment Grade | Bloomberg US Corporate (1-5 Y) | 11/19/2009 | 79.89 | 0 | 0 |
| Bonds | 38.896 B | 3.463 M | Vanguard | 0.03 | Investment Grade | Bloomberg US Treasury (3-10 Y) | 11/19/2009 | 59.82 | 0 | 0 |
| Stocks | 37.958 B | 2.398 M | Vanguard | 0.07 | Large Cap | Russell 1000 Growth Index | 9/20/2010 | 122.06 | 15.26 | 39.1 |
| Stocks | 34.727 B | 3.893 M | Vanguard | 0.13 | Real estate | MSCI US IMI/Real Estate 25-50 | 9/23/2004 | 90.37 | 2.51 | 32.59 |
| Stocks | 33.755 B | - | Vanguard | 0.19 | Total Market | FTSE All-World | 7/23/2019 | 175.87 | 0 | 0 |
| Stocks | 33.527 B | 412,248.7 | Vanguard | 0.07 | Small Cap | CRSP US Small Value | 1/26/2004 | 224.03 | 1.88 | 16.12 |
| Stocks | 31.983 B | 465,796.9 | Vanguard | 0.07 | Large Cap | CRSP US Mega Growth | 12/17/2007 | 413.08 | 13.74 | 39.86 |
| Stocks | 30.955 B | 2.674 M | Vanguard | 0.06 | Total Market | FTSE Developed Europe All Cap | 3/4/2005 | 88.99 | 2.35 | 16.66 |
| Stocks | 30.704 B | - | Vanguard | 0.07 | Large Cap | S&P 500 | 5/14/2019 | 134.13 | 0 | 0 |
| Stocks | 30.704 B | - | Vanguard | 0.07 | Large Cap | S&P 500 | 5/14/2019 | 134.13 | 0 | 0 |
| Stocks | 28.498 B | - | Vanguard | 0.09 | Large Cap | S&P 500 | 11/2/2012 | 168.33 | 0 | 0 |
| Bonds | 27.777 B | 1.967 M | Vanguard | 0.03 | Investment Grade | Bloomberg US Government/Credit - Float Adjusted (5-10 Y) | 4/3/2007 | 77.82 | 0 | 0 |
| Bonds | 26.508 B | 2.747 M | Vanguard | 0.03 | Investment Grade | Bloomberg US Treasury (1-3 Y) (Inception 4/30/1996) | 11/19/2009 | 58.78 | 0 | 0 |
| Stocks | 26.33 B | 428,070.5 | Vanguard | 0.05 | Extended Market | S&P Completion | 12/27/2001 | 219.53 | 2.66 | 19.84 |
| Stocks | 23.083 B | - | Vanguard | 0.07 | Total Market | S&P/ASX 300 Index - AUD | 5/4/2009 | 111.17 | 2.49 | 20.78 |
| Stocks | 22.588 B | - | Vanguard | 0.19 | Total Market | FTSE All-World | 5/22/2012 | 171.72 | 3.38 | 22.07 |
| Stocks | 22.512 B | 223,757.7 | Vanguard | 0.07 | Large Cap | S&P 500 Growth | 9/7/2010 | 452.59 | 10.23 | 35.02 |
| Stocks | 21.376 B | 246,428.3 | Vanguard | 0.07 | Small Cap | CRSP US Small Growth | 1/26/2004 | 322.53 | 4.5 | 30.2 |
| Stocks | 21.169 B | 367,092.5 | Vanguard | 0.07 | Mid Cap | CRSP US Mid Value | 8/17/2006 | 185.86 | 2.35 | 17.58 |
| Stocks | 18.197 B | 190,880.1 | Vanguard | 0.07 | Mid Cap | CRSP US Mid Growth | 8/17/2006 | 283.48 | 8.19 | 35.12 |
| Stocks | 17.675 B | 285,166.7 | Vanguard | 0.09 | Healthcare | MSCI US IMI 25/50 Health Care | 1/26/2004 | 289.51 | 4.95 | 23.18 |
| Bonds | 17.433 B | 1.964 M | Vanguard | 0.03 | Investment Grade | Bloomberg US Treasury TIPS (0-5 Y) | 10/12/2012 | 49.56 | 0 | 0 |
| Stocks | 16.447 B | 1.162 M | Vanguard | 0.17 | High dividend yield | FTSE Custom All-World ex US High Dividend Yield Net Tax (US RIC) Index | 2/25/2016 | 95.77 | 1.59 | 13.06 |
| Stocks | 15.162 B | 1.118 M | Vanguard | 0.07 | Large Cap | Russell 1000 Value | 9/20/2010 | 96.16 | 2.88 | 19.45 |
| Stocks | 15.14 B | - | Vanguard | 0.16 | Total Market | CRSP US Total Market | 8/2/2013 | 126.78 | 0 | 0 |
| Bonds | 14.798 B | 1.835 M | Vanguard | 0.03 | Investment Grade | Bloomberg US MBS - Float Adjusted | 11/19/2009 | 47.25 | 0 | 0 |
| Stocks | 14.32 B | 2.946 M | Vanguard | 0.07 | Small Cap | Russell 2000 | 9/20/2010 | 106.96 | 2.21 | 17.78 |
| Stocks | 13.665 B | - | Vanguard | 0.05 | Total Market | FTSE Canada All Cap Domestic Index | 8/2/2013 | 67.3 | 2.49 | 20.48 |
| Stocks | 13.401 B | 673,799.9 | Vanguard | 0.09 | Financial titles | MSCI US IMI 25/50 Financials | 1/26/2004 | 130.16 | 2.2 | 18.26 |
| Stocks | 11.97 B | 196,127.7 | Vanguard | 0.09 | Total Market | FTSE USA All Cap Choice Index | 9/18/2018 | 122.73 | 5.54 | 27.47 |
| Stocks | 11.347 B | - | Vanguard | 0.24 | Total Market | | 1/29/2019 | 55.61 | 0 | 0 |
| Stocks | 11.208 B | 260,192.2 | Vanguard | 0.07 | Large Cap | CRSP US Mega Value | 12/17/2007 | 146.51 | 3.34 | 20.56 |
| Stocks | 10.978 B | 328,145 | Vanguard | 0.08 | Small Cap | FTSE Global ex US Small Cap Net Tax (US RIC) Index | 4/2/2009 | 155.73 | 1.5 | 15.46 |
| Bonds | 10.154 B | 2.247 M | Vanguard | 0.03 | Investment Grade | Bloomberg US Aggregate Government - Treasury - Long | 11/19/2009 | 56.04 | 0 | 0 |
| Stocks | 9.936 B | 113,687.9 | Vanguard | 0.07 | Large Cap | CRSP US Mega Cap | 12/17/2007 | 254.91 | 6.3 | 29.24 |
| Stocks | 9.115 B | 335,543.4 | Vanguard | 0.1 | Total Market | S&P Global Ex-U.S. Dividend Growers Index | 2/25/2016 | 94.06 | 2.95 | 20.45 |
| Asset allocation | 8.884 B | - | Vanguard | 0.24 | Goal Outcome | | 1/25/2018 | 44.19 | 0 | 0 |
| Stocks | 8.828 B | 832,440.9 | Vanguard | 0.07 | Total Market | FTSE Developed Asia Pacific Index All Cap Net Tax (US RIC) Index | 3/4/2005 | 99.36 | 1.68 | 16.7 |
| Stocks | 8.508 B | - | Vanguard | 0.23 | Total Market | FTSE Developed All Cap ex North America Index - CAD | 12/1/2015 | 45.63 | 2.03 | 16.77 |
| Stocks | 8.228 B | - | Vanguard | 0.29 | High dividend yield | FTSE All-World High Dividend Yield (USD)(TR) | 5/21/2013 | 85.94 | 2.03 | 15.26 |
| Stocks | 7.947 B | 226,831.3 | Vanguard | 0.09 | Utility company | MSCI US IMI 25/50 Utilities | 1/26/2004 | 188.71 | 2.26 | 21.19 |
| Bonds | 7.91 B | 4.288 M | Vanguard | 0.03 | Investment Grade | Bloomberg US Corporate (10+ Y) | 11/19/2009 | 76.55 | 0 | 0 |
| Stocks | 7.857 B | 626,952.8 | Vanguard | 0.09 | Energy | MSCI US IMI 25/50 Energy | 9/23/2004 | 140.12 | 1.85 | 16.56 |
| Stocks | 7.636 B | 158,486.1 | Vanguard | 0.09 | Non-cyclical consumer goods | MSCI US IMI 25/50 Consumer Staples | 1/26/2004 | 225.96 | 4.61 | 21.83 |
| Stocks | 7.447 B | 97,406.63 | Vanguard | 0.07 | Large Cap | Russell 1000 | 9/20/2010 | 315.46 | 5.01 | 26.39 |
| Bonds | 7.298 B | 1.658 M | Vanguard | 0.1 | Investment Grade | | 4/5/2021 | 49.96 | 0 | 0 |
| Stocks | 6.937 B | 78,165.66 | Vanguard | 0.09 | Industrial Titles | MSCI US IMI 25/50 Industrials | 9/23/2004 | 321 | 5.67 | 25.7 |
| Bonds | 6.85 B | - | Vanguard | 0.09 | Investment Grade | Bloomberg Global Aggregate Canadian Float Adjusted | 11/30/2011 | 23.09 | 0 | 0 |
| Stocks | 6.423 B | 44,257.43 | Vanguard | 0.09 | Cyclical consumer goods | MSCI US IMI 25/50 Consumer Discretionary | 1/26/2004 | 405.04 | 6.14 | 27.06 |
| Stocks | 6.373 B | - | Vanguard | 0.25 | High dividend yield | FTSE Australia High Dividend Yield Index - AUD | 5/23/2011 | 79.16 | 2.22 | 18.09 |
| Stocks | 6.289 B | - | Vanguard | 0.21 | Total Market | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | 11/18/2014 | 122.39 | 4.02 | 24.26 |
| Stocks | 6.239 B | 225,667.4 | Vanguard | 0.09 | Communication Services | MSCI US IMI 25/50 Communication Services -SEC | 9/23/2004 | 194.94 | 3.99 | 18.64 |
| Stocks | 6.081 B | 82,248.52 | Vanguard | 0.07 | Large Cap | S&P 500 Value | 9/7/2010 | 209.4 | 3.33 | 20.88 |
| Bonds | 6.016 B | 765,490.1 | Vanguard | 0.03 | Investment Grade | Bloomberg US Government/Credit - Float Adjusted Long | 4/3/2007 | 69.95 | 0 | 0 |
| Stocks | 5.974 B | 188,103.3 | Vanguard | 0.1 | Total Market | FTSE Global All Cap ex USA Choice Index | 9/18/2018 | 76.84 | 2.17 | 17.54 |
| Stocks | 5.924 B | - | Vanguard | 0.23 | High dividend yield | FTSE Custom Canada High Dividend Yield | 11/2/2012 | 63.44 | 1.9 | 15.55 |
| Bonds | 5.862 B | 707,079.8 | Vanguard | 0.15 | Wide credit | Bloomberg USD Emerging Markets Government RIC Capped Bond | 5/31/2013 | 67.65 | 0 | 0 |
| Stocks | 5.829 B | - | Vanguard | 0.12 | Total Market | FTSE All-World Developed | 9/24/2019 | 138.75 | 0 | 0 |
| Stocks | 5.829 B | - | Vanguard | 0.12 | Total Market | FTSE All-World Developed | 9/24/2019 | 138.75 | 0 | 0 |
| Bonds | 5.532 B | 415,215.5 | Vanguard | 0.1 | Investment Grade | | 12/14/2023 | 78.09 | 0 | 0 |
| Stocks | 5.409 B | - | Vanguard | 0.09 | Large Cap | S&P 500 | 11/2/2012 | 110.85 | 0 | 0 |
| Bonds | 4.991 B | 1.6 M | Vanguard | 0.07 | Investment Grade | Bloomberg US Treasury Bills (0-3 M) | 2/7/2025 | 75.6 | 0 | 0 |
| Asset allocation | 4.653 B | - | Vanguard | 0.24 | Goal Outcome | | 1/25/2018 | 37.71 | 0 | 0 |
| Stocks | 4.218 B | - | Vanguard | 0.12 | Total Market | FTSE All-World Developed | 9/30/2014 | 132.57 | 3.61 | 23.1 |
| Stocks | 4.197 B | - | Vanguard | 0.09 | Large Cap | FTSE 100 | 5/22/2012 | 44.49 | 2.25 | 15.7 |
| Stocks | 4.159 B | 56,525.11 | Vanguard | 0.07 | Total Market | Russell 3000 | 9/20/2010 | 307.5 | 4.71 | 25.95 |
| Bonds | 3.961 B | 1.028 M | Vanguard | 0.05 | Investment Grade | Bloomberg 20-30 Year Treasury Strips | 12/6/2007 | 65.42 | 0 | 0 |
| Stocks | 3.627 B | 256,402.6 | Vanguard | 0.12 | Real estate | S&P Global x United States Property | 11/1/2010 | 48.16 | 0.97 | 16.02 |
| Stocks | 3.496 B | - | Vanguard | 0.25 | Total Market | FTSE Custom Emerging Markets All Cap China A Inclusion Index | 11/30/2011 | 47.11 | 0 | 0 |
| Asset allocation | 3.35 B | - | Vanguard | 0.27 | Goal Outcome | 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A | 11/20/2017 | 74.89 | 0 | 0 |
| Stocks | 3.348 B | 100,667 | Vanguard | 0.07 | Small Cap | S&P Small Cap 600 | 9/7/2010 | 117.8 | 1.83 | 16.62 |
| Stocks | 3.304 B | - | Vanguard | 0.1 | Total Market | FTSE Developed Europe ex UK Index - EUR | 9/30/2014 | 48.1 | 2.34 | 16.26 |
| Stocks | 3.294 B | - | Vanguard | 0.22 | Total Market | FTSE Emerging Index | 5/22/2012 | 79.59 | 2.16 | 15.7 |
| Bonds | 3.241 B | - | Vanguard | 0.11 | Investment Grade | Bloomberg Barclays Euro Aggregate Treasury Index - EUR | 2/19/2019 | 24.36 | 0 | 0 |
| Stocks | 3.144 B | 82,216.5 | Vanguard | 0.07 | Mid Cap | S&P Mid Cap 400 | 9/7/2010 | 117.88 | 2.61 | 19.62 |
| Bonds | 3.139 B | - | Vanguard | 0.09 | Investment Grade | Bloomberg Global Aggregate Corporate - United States Dollar | 2/19/2019 | 61.32 | 0 | 0 |