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Investment Lineup

Fund Expense Ratio 1 yr Return 3 yr Return 5 yr Return
SGOL
Aberdeen Standard Gold ETF
0.17% 23.99% 13.33% 10.13%
DFCEX
DFA Emerging Markets Core Equity I
0.48% 0.79% -0.63% 6.26%
DGEIX
DFA Global Equity I
0.28% 1.01% 3.77% 7.50%
DFIGX
DFA Intermediate Govt Fixed-Income I
0.120% 8.33% 5.50% 3.89%
DFIEX
DFA International Core Equity I
0.280% -6.61% -2.65% 3.33%
DFISX
DFA International Small Company I
0.520% -3.75% -2.36% 4.36%
DFIVX
DFA International Value I
0.390% -19.48% -8.33% -0.62%
DFAPX
DFA Investment Grade I
0.220% 8.01% 5.70% 4.52%
DFIHX
DFA One-Year Fixed-Income I
0.170% 0.84% 1.65% 1.30%
DSFIX
DFA Social Fixed Income Institutional
0.270% 8.06% 5.69%  
DFEOX
DFA US Core Equity 1 I
0.170% 5.08% 7.52% 9.92%
DFQTX
DFA US Core Equity 2 I
0.200% 3.82% 6.19% 8.96%
DFLVX
DFA US Large Cap Value I
0.260% -12.04% -0.88% 4.77%
DFUSX
DFA US Large Company I
0.080% 9.30% 10.39% 11.66%
DFUEX
DFA US Social Core Equity 2 Portfolio
0.270% 3.36% 6.25% 9.08%
DFSIX
DFA US Sustainability Core 1
0.230% 9.17% 10.00% 11.39%
DFFVX
DFA US Targeted Value I
0.360% -14.12% -4.59% 2.10%
DREIX
DFA World Core Equity Institutional
0.320% 0.82% 2.99% 7.17%
FXAIX
Fidelity 500 Index
0.015% 9.38% 10.45% 11.70%
FPADX
Fidelity Emerging Markets Idx
0.076% 8.12% 2.00% 7.95%
FSPSX
Fidelity International Index
0.035% -6.67% -1.02% 3.14%
FLCOX
Fidelity Large Cap Value Index
0.035% -7.93% 1.97%  
VASIX
Fidelity LifeStrategy Income Inv
0.110% 5.79% 5.41% 5.15%
FSMDX
Fidelity Mid Cap Index
0.025% 3.44% 6.90% 8.95%
FSRNX
Fidelity Real Estate Index
0.070% -25.29% -2.35% 0.28%
FSSNX
Fidelity Small Cap Index
0.025% -0.69% 2.59% 7.45%
FSKAX
Fidelity Total Market Index
0.015% 9.60% 10.03% 11.43%
FXNAX
Fidelity US Bond Index
0.025% 6.63% 5.01% 4.02%
IQLT
iShares MSCI Intl Quality Factor ETF
0.300% -0.19% 3.27% 5.52%
VFIAX
Vanguard 500 Index Admiral
0.040% 9.35% 10.42% 11.67%
VEMAX
Vanguard Emerging Mkts Stock Idx Adm
0.140% 7.26% 2.41% 7.43%
VFTAX
Vanguard FTSE Social Index Admiral
0.140% 13.79%    
VIGAX
Vanguard Growth Index Admiral
0.050% 30.18% 18.68% 16.44%
VWEAX
Vanguard High-Yield Corporate Adm
0.130% 3.04% 4.43% 5.62%
VAIPX
Vanguard Inflation-Protected Secs Adm
0.100% 9.47% 5.32% 4.28%
VFIDX
Vanguard Interm-Term Investment-Grde Adm
0.100% 8.72% 5.95% 5.09%
VSCGX
Vanguard LifeStrategy Cnsrv Gr Inv
0.120% 5.94% 5.73% 6.18%
VASGX
Vanguard LifeStrategy Growth Inv
0.140% 5.53% 6.02% 7.92%
VSMGX
Vanguard LifeStrategy Moderate Gr Inv
0.130% 5.81% 5.94% 7.09%
VIMAX
Vanguard Mid Cap Index Admiral
0.050% 5.19% 7.57% 9.04%
VGSLX
Vanguard Real Estate Index Admiral
0.120% -16.05% 1.67% 3.39%
VBIRX
Vanguard Short-Term Bond Index Adm
0.070% 4.63% 3.41% 2.53%
VSGDX
Vanguard Short-Term Federal Adm
0.100% 4.41% 3.12% 2.26%
VFSUX
Vanguard Short-Term Investment-Grade Adm
0.100% 4.83% 3.62% 3.12%
VSGAX
Vanguard Small Cap Growth Index Admiral
0.070% 17.14% 12.62% 12.86%
VSMAX
Vanguard Small Cap Index Adm
0.050% 1.01% 4.78% 8.17%
VSIAX
Vanguard Small Cap Value Index Admiral
0.070% -11.81% -1.82% 4.09%
VTABX
Vanguard Total Intl Bd Idx Admiral
0.110% 3.46% 5.04% 4.32%
VTIAX
Vanguard Total Intl Stock Index Admiral
0.110% -2.23% -0.04% 4.55%
VTSAX
Vanguard Total Stock Mkt Idx Adm
0.040% 9.81% 9.81% 11.48%
VWUAX
Vanguard US Growth Admiral
0.280% 42.91% 22.82% 18.71%
VVIAX
Vanguard Value Index Adm
0.050% -7.42% 3.01% 7.21%
WMCVX
Wasatch Small Cap Value
1.200% -6.82% 1.76% 7.31%