Investment Lineup

FundExpense Ratio1 yr Return3 yr Return5 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%