Royce Opportunity Fund | 160,359 | 31 Dec 2023 | 4.28% | 104,233 |
Vanguard Total Stock Market Index Fund | 98,917 | 31 Dec 2023 | 2.64% | 64,296 |
Vanguard Extended Market Index Fund | 58,459 | 31 Dec 2023 | 1.56% | 37,998 |
Bridgeway Funds Inc-Ultra Small Company Market Fund | 9,724 | 31 Dec 2023 | 0.26% | 6,320 |
Vanguard Balanced Index Fund | 2,765 | 31 Dec 2023 | 0.07% | 1,797 |
Schwab Capital Trust-Total Stock Market Index Fund | 2,375 | 31 Jan 2024 | 0.06% | 1,543 |
Vanguard Institutional Index-Inst Total Stock Market Ind | 2,184 | 31 Dec 2023 | 0.06% | 1,419 |
JNL Series Trust-JNL/DFA U.S. Small Cap Fund | 718 | 31 Dec 2023 | 0.02% | 466 |
Northern Small Cap Core Fund | 215 | 31 Mar 2024 | 0.01% | 139 |
John Hancock Var Ins Tr-Total Stock Market Index Tr | 10 | 31 Dec 2023 | 0.00% | 6 |