APPLETON PARTNERS, INC.
Adviser information for APPLETON PARTNERS, INC. last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 58 |
|---|---|
| Investment Advisory/Research | 28 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 19 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 7,116 | $12.7B |
| Non-Discretionary | 0 | $0 |
| Total | 7,116 | $12.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 310 | $251.1M |
| HNW Individuals | 482 | $1.8B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 13 | $83.0M |
| State or municipal gov entities | <5 | $609,138 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $17.6M |
| Other | 5,344 | $10.5B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 1.2B |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ACCESS | UBS FINANCIAL SERVICES INC. |
| J.P. MORGAN SECURITIES PORTFOLIO MANAGER PROGRAM | J.P. MORGAN SECURITIES LLC |
| J.P. MORGAN SECURITIES STRATEGIC INVESTMENT SERVICES PROGRAM ("STRATIS") | J.P. MORGAN SECURITIES LLC |
| SELECT UMA PROGRAM | MORGAN STANLEY |
| UBS STRATEGIC WEALTH PORTFOLIO | UBS FINANCIAL SERVICES INC. |
| PERSONALIZED UNIFIED MANAGED ACCOUNT | WELLS FARGO CLEARING SERVICES, LLC |
Principal Office
ONE POST OFFICE SQUARE5TH FLOOR
BOSTON
MA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 617-338-0700, Fax: 617-338-2379
Chief Compliance Officer
MICHAEL HOWARD, ESQ.
SVP, IN-HOUSE COUNSEL
ONE POST OFFICE SQUARE
5TH FLOOR
BOSTON
MA
United States
Tel:
617-338-0700
Fax:
617-338-2379
M******@*******************M
(Full email address available in API data)
Regulatory Contact
MICHELE D. HUBLEY
SVP, CO-COO, DIRECTOR OF HR
ONE POST OFFICE SQUARE
5TH FLOOR
BOSTON
MA
United States
Tel:
617-338-0700
Fax:
617-338-2379
M******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUBLEY, MICHELE, DAWN | Individual | – | SVP - CO-COO | 05/2004 | < 5% |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | Individual | – | PRESIDENT, CEO, DIRECTOR | 10/1998 | < 5% |
| APPLETON PARTNERS BUSINESS TRUST | Domestic Entity | – | BUSINESS TRUST | 08/2001 | > 75% |
| CHAMBERLAIN, DOUGLAS, CAMPBELL | Individual | APPLETON PARTNERS BUSINESS TRUST | TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | 08/2001 | |
| HUBLEY, MICHELE, DAWN | Individual | APPLETON PARTNERS BUSINESS TRUST | TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | 06/2020 | |
| Howard, Michael, Thomas | Individual | – | VP, CHIEF COMPLIANCE OFFICER | 10/2020 | < 5% |
| CHAMBERLAIN, GEOFFREY, DANIEL | Individual | APPLETON PARTNERS BUSINESS TRUST | TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | 08/2022 | |
| KRANTZ, ROBERT, ALAN | Individual | – | SVP - CO-COO | 09/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 2nd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | CS | 255 | 2K | – |
| ABBOTT LABORATORIES | CS | 2K | 15K | – |
| ABBVIE INC | CS | 7K | 42K | – |
| ACCENTURE PLC | CS | 4K | 13K | – |
| ADOBE INC | CS | 2K | 4K | – |
| AIR PRODUCTS AND CHEMICALS INC | CS | 220 | 851 | – |
| AIRBNB INC | CS | 1K | 7K | – |
| ALPHABET INC | CS | 30K | 163K | – |
| ALPHABET INC | CS | 11K | 58K | – |
| AMAZON.COM INC | CS | 38K | 196K | – |
| AMERICAN TOWER CORP | CS | 5K | 26K | – |
| AMETEK INC | CS | 225 | 1K | – |
| AMGEN INC | CS | 6K | 20K | – |
| AMPHENOL CORP | CS | 910 | 14K | – |
| AMPLIFY CYBERSECURITY ETF | CS | 3K | 50K | – |
| APPLE INC | CS | 82K | 391K | – |
| APPLIED MATERIALS INC | CS | 546 | 2K | – |
| ARCHER-DANIELS-MIDLAND CO | CS | 574 | 9K | – |
| ARTHUR J GALLAGHER & CO | CS | 13K | 50K | – |
| AT&T INC | CS | 244 | 13K | – |
| AUTODESK INC | CS | 6K | 25K | – |
| AUTOMATIC DATA PROCESSING INC | CS | 2K | 7K | – |
| BANK OF AMERICA CORP | CS | 12K | 301K | – |
| BECTON DICKINSON & CO | CS | 269 | 1K | – |
| BERKSHIRE HATHAWAY INC | CS | 612 | 1 | – |
| BERKSHIRE HATHAWAY INC | CS | 6K | 14K | – |
| BLACKSTONE INC | CS | 12K | 100K | – |
| BOEING CO/THE | CS | 336 | 2K | – |
| BOOKING HOLDINGS INC | CS | 10K | 2K | – |
| BROADCOM INC | CS | 29K | 18K | – |
| BROADRIDGE FINANCIAL SOLUTIONS | CS | 3K | 14K | – |
| CANADIAN PACIFIC KANSAS CITY L | CS | 7K | 91K | – |
| CATERPILLAR INC | CS | 608 | 2K | – |
| CHEVRON CORP | CS | 737 | 5K | – |
| CHIPOTLE MEXICAN GRILL INC | CS | 13K | 210K | – |
| CHUBB LTD | CS | 326 | 1K | – |
| CHURCH & DWIGHT CO INC | CS | 449 | 4K | – |
| CINTAS CORP | CS | 1K | 2K | – |
| CISCO SYSTEMS INC | CS | 717 | 15K | – |
| CLIFTON MINING CO | CS | 1 | 25K | – |
| CME GROUP INC | CS | 3K | 16K | – |
| COCA-COLA CO/THE | CS | 1K | 17K | – |
| COLGATE-PALMOLIVE CO | CS | 609 | 6K | – |
| COMCAST CORP | CS | 261 | 7K | – |
| COMMUNICATION SERVICES SELECT | CS | 1K | 12K | – |
| CONSTELLATION BRANDS INC | CS | 9K | 35K | – |
| CONSTELLATION SOFTWARE INC/CAN | CS | 7K | 3K | – |
| CONSUMER STAPLES SELECT SECTOR | CS | 250 | 3K | – |
| CORNING INC | CS | 2K | 42K | – |
| COSTCO WHOLESALE CORP | CS | 12K | 14K | – |
| CRH PLC | CS | 2K | 25K | – |
| CSX CORP | CS | 627 | 19K | – |
| CVS HEALTH CORP | CS | 246 | 4K | – |
| DANAHER CORP | CS | 13K | 51K | – |
| DARDEN RESTAURANTS INC | CS | 408 | 3K | – |
| DAVIDE CAMPARI-MILANO NV | CS | 197 | 21K | – |
| DEERE & CO | CS | 360 | 964 | – |
| DISCOVER FINANCIAL SERVICES | CS | 3K | 20K | – |
| DOW INC | CS | 1K | 23K | – |
| DR HORTON INC | CS | 233 | 2K | – |
| EDWARDS LIFESCIENCES CORP | CS | 491 | 5K | – |
| ELI LILLY & CO | CS | 4K | 5K | – |
| ENERGY SELECT SECTOR SPDR FUND | CS | 22K | 238K | – |
| EOG RESOURCES INC | CS | 569 | 5K | – |
| EQUINIX INC | CS | 12K | 15K | – |
| EXXON MOBIL CORP | CS | 5K | 39K | – |
| FINANCIAL SELECT SECTOR SPDR F | CS | 913 | 22K | – |
| FIRST TRUST NASDAQ CYBERSECURI | CS | 8K | 134K | – |
| FORD MOTOR CO | CS | 422 | 34K | – |
| FORTIVE CORP | CS | 353 | 5K | – |
| GENERAL ELECTRIC CO | CS | 586 | 4K | – |
| GENERAL MILLS INC | CS | 684 | 11K | – |
| GLOBAL X VIDEO GAMES & ESPORTS | CS | 5K | 250K | – |
| GOLDMAN SACHS GROUP INC/THE | CS | 3K | 6K | – |
| HERSHEY CO/THE | CS | 5K | 28K | – |
| HOME DEPOT INC/THE | CS | 23K | 67K | – |
| HONEYWELL INTERNATIONAL INC | CS | 468 | 2K | – |
| ILLINOIS TOOL WORKS INC | CS | 358 | 2K | – |
| INTEL CORP | CS | 658 | 21K | – |
| INTERCONTINENTAL EXCHANGE INC | CS | 15K | 108K | – |
| INTERNATIONAL BUSINESS MACHINE | CS | 756 | 4K | – |
| INTUIT INC | CS | 17K | 27K | – |
| INVITATION HOMES INC | CS | 1K | 40K | – |
| IQVIA HOLDINGS INC | CS | 7K | 32K | – |
| ISHARES BIOTECHNOLOGY ETF | CS | 10K | 74K | – |
| JOHNSON & JOHNSON | CS | 8K | 56K | – |
| JPMORGAN CHASE & CO | CS | 31K | 153K | – |
| KIMBERLY-CLARK CORP | CS | 332 | 2K | – |
| LAM RESEARCH CORP | CS | 344 | 323 | – |
| LOCKHEED MARTIN CORP | CS | 8K | 16K | – |
| LOWE'S COS INC | CS | 851 | 4K | – |
| LVMH MOET HENNESSY LOUIS VUITT | CS | 6K | 39K | – |
| MARSH & MCLENNAN COS INC | CS | 205 | 975 | – |
| MASTERCARD INC | CS | 465 | 1K | – |
| MATERIALS SELECT SECTOR SPDR F | CS | 254 | 3K | – |
| MCDONALD'S CORP | CS | 4K | 18K | – |
| MEDTRONIC PLC | CS | 3K | 36K | – |
| MERCK & CO INC | CS | 13K | 105K | – |
| META PLATFORMS INC | CS | 12K | 23K | – |
| MICRON TECHNOLOGY INC | CS | 20K | 150K | – |
| MICROSOFT CORP | CS | 54K | 121K | – |
| MONDELEZ INTERNATIONAL INC | CS | 1K | 18K | – |
| MONSTER BEVERAGE CORP | CS | 6K | 127K | – |
| MORGAN STANLEY | CS | 15K | 157K | – |
| NETFLIX INC | CS | 14K | 20K | – |
| NEXTERA ENERGY INC | CS | 221 | 3K | – |
| NIKE INC | CS | 345 | 5K | – |
| NINTENDO CO LTD | CS | 2K | 132K | – |
| NORTHROP GRUMMAN CORP | CS | 10K | 22K | – |
| NOVARTIS AG | CS | 224 | 2K | – |
| NOVO NORDISK A/S | CS | 313 | 2K | – |
| NUCOR CORP | CS | 292 | 2K | – |
| NVIDIA CORP | CS | 10K | 81K | – |
| NXP SEMICONDUCTORS NV | CS | 546 | 2K | – |
| ORACLE CORP | CS | 894 | 6K | – |
| PALO ALTO NETWORKS INC | CS | 9K | 26K | – |
| PEPSICO INC | CS | 9K | 56K | – |
| PFIZER INC | CS | 335 | 12K | – |
| PHILIP MORRIS INTERNATIONAL IN | CS | 214 | 2K | – |
| PROCTER & GAMBLE CO/THE | CS | 12K | 70K | – |
| RECKITT BENCKISER GROUP PLC | CS | 236 | 4K | – |
| REPUBLIC SERVICES INC | CS | 10K | 51K | – |
| RLI CORP | CS | 401 | 3K | – |
| ROLLINS INC | CS | 957 | 20K | – |
| ROPER TECHNOLOGIES INC | CS | 12K | 22K | – |
| RTX CORP | CS | 412 | 4K | – |
| S&P GLOBAL INC | CS | 301 | 675 | – |
| SALESFORCE INC | CS | 674 | 3K | – |
| SERVICENOW INC | CS | 1K | 2K | – |
| SHELL PLC | CS | 200 | 3K | – |
| SHERWIN-WILLIAMS CO/THE | CS | 10K | 34K | – |
| SILVERCREST ASSET MANAGEMENT G | CS | 493 | 32K | – |
| SOUTHERN CO/THE | CS | 327 | 4K | – |
| SPDR S&P OIL & GAS EXPLORATION | CS | 2K | 13K | – |
| STARBUCKS CORP | CS | 434 | 6K | – |
| STRYKER CORP | CS | 9K | 28K | – |
| SYSCO CORP | CS | 2K | 26K | – |
| T-MOBILE US INC | CS | 211 | 1K | – |
| TE CONNECTIVITY LTD | CS | 2K | 16K | – |
| TECHNOLOGY SELECT SECTOR SPDR | CS | 2K | 10K | – |
| TESLA INC | CS | 350 | 2K | – |
| TEXAS INSTRUMENTS INC | CS | 1K | 5K | – |
| THERMO FISHER SCIENTIFIC INC | CS | 21K | 37K | – |
| TJX COS INC/THE | CS | 7K | 63K | – |
| TRANE TECHNOLOGIES PLC | CS | 543 | 2K | – |
| TRAVELERS COS INC/THE | CS | 440 | 2K | – |
| UNILEVER PLC | CS | 212 | 4K | – |
| UNION PACIFIC CORP | CS | 870 | 4K | – |
| UNITEDHEALTH GROUP INC | CS | 20K | 39K | – |
| UTILITIES SELECT SECTOR SPDR F | CS | 4K | 54K | – |
| VALERO ENERGY CORP | CS | 592 | 4K | – |
| VERISIGN INC | CS | 1K | 7K | – |
| VERISK ANALYTICS INC | CS | 12K | 44K | – |
| VERIZON COMMUNICATIONS INC | CS | 322 | 8K | – |
| VERTEX PHARMACEUTICALS INC | CS | 846 | 2K | – |
| VISA INC | CS | 25K | 97K | – |
| VULCAN MATERIALS CO | CS | 8K | 33K | – |
| WALMART INC | CS | 5K | 68K | – |
| WALT DISNEY CO/THE | CS | 11K | 112K | – |
| WASTE CONNECTIONS INC | CS | 8K | 44K | – |
| WASTE MANAGEMENT INC | CS | 606 | 3K | – |
| WATSCO INC | CS | 4K | 9K | – |
| WEC ENERGY GROUP INC | CS | 305 | 4K | – |
| WELLS FARGO & CO | CS | 568 | 10K | – |
| WELLTOWER INC | CS | 3K | 26K | – |
| WESTINGHOUSE AIR BRAKE TECHNOL | CS | 649 | 4K | – |
| WORKDAY INC | CS | 417 | 2K | – |
| YUM CHINA HOLDINGS INC | CS | 201 | 7K | – |
| YUM! BRANDS INC | CS | 879 | 7K | – |
| ZOETIS INC | CS | 15K | 89K | – |
| FIRST TRUST NASDAQ CLEAN EDGE | ETF | 298 | 9K | – |
| FIRST TRUST NORTH AMERICAN ENE | ETF | 4K | 138K | – |
| GLOBAL X US PREFERRED ETF | ETF | 4K | 205K | – |
| GOLDMAN SACHS ACTIVEBETA INTER | ETF | 15K | 441K | – |
| GOLDMAN SACHS ACTIVEBETA U.S. | ETF | 48K | 453K | – |
| GOLDMAN SACHS JUST US LARGE CA | ETF | 438 | 6K | – |
| GRANITESHARES BLOOMBERG COMMOD | ETF | 3K | 160K | – |
| INVESCO FINANCIAL PREFERRED ET | ETF | 305 | 21K | – |
| INVESCO QQQ TRUST SERIES 1 | ETF | 1K | 3K | – |
| INVESCO S&P 500 EQUAL WEIGHT E | ETF | 273 | 2K | – |
| INVESCO S&P 500 LOW VOLATILITY | ETF | 256 | 4K | – |
| INVESCO SENIOR LOAN ETF | ETF | 3K | 134K | – |
| ISHARES CORE INTERNATIONAL AGG | ETF | 6K | 112K | – |
| ISHARES CORE MSCI EAFE ETF | ETF | 401 | 6K | – |
| ISHARES CORE MSCI EMERGING MAR | ETF | 14K | 255K | – |
| ISHARES CORE S&P 500 ETF | ETF | 3K | 5K | – |
| ISHARES CORE S&P MID-CAP ETF | ETF | 1K | 17K | – |
| ISHARES CORE S&P SMALL-CAP ETF | ETF | 530 | 5K | – |
| ISHARES CORE S&P U.S. VALUE ET | ETF | 340 | 4K | – |
| ISHARES CORE TOTAL USD BOND MA | ETF | 1K | 30K | – |
| ISHARES ESG AWARE MSCI EAFE ET | ETF | 412 | 5K | – |
| ISHARES GOLD TRUST | ETF | 508 | 12K | – |
| ISHARES MSCI EAFE ETF | ETF | 3K | 33K | – |
| ISHARES MSCI EAFE MIN VOL FACT | ETF | 662 | 10K | – |
| ISHARES MSCI EMERGING MARKETS | ETF | 793 | 19K | – |
| ISHARES MSCI GLOBAL MIN VOL FA | ETF | 403 | 4K | – |
| ISHARES MSCI USA MIN VOL FACTO | ETF | 249 | 3K | – |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 253 | 2K | – |
| ISHARES RUSSELL 1000 GROWTH ET | ETF | 1K | 3K | – |
| ISHARES RUSSELL 2000 ETF | ETF | 5K | 23K | – |
| ISHARES RUSSELL 2000 GROWTH ET | ETF | 1K | 4K | – |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | 504 | 3K | – |
| ISHARES RUSSELL MID-CAP ETF | ETF | 2K | 24K | – |
| ISHARES RUSSELL MID-CAP GROWTH | ETF | 648 | 6K | – |
| ISHARES RUSSELL MID-CAP VALUE | ETF | 305 | 3K | – |
| ISHARES S&P 500 VALUE ETF | ETF | 241 | 1K | – |
| ISHARES S&P MID-CAP 400 VALUE | ETF | 265 | 2K | – |
| ISHARES SELECT DIVIDEND ETF | ETF | 748 | 6K | – |
| ISHARES U.S. ENERGY ETF | ETF | 319 | 7K | – |
| JPMORGAN DIVERSIFIED RETURN US | ETF | 8K | 88K | – |
| JPMORGAN DIVERSIFIED RETURN US | ETF | 8K | 177K | – |
| JPMORGAN EQUITY PREMIUM INCOME | ETF | 13K | 235K | – |
| JPMORGAN NASDAQ EQUITY PREMIUM | ETF | 201 | 4K | – |
| JPMORGAN ULTRA-SHORT INCOME ET | ETF | 30K | 602K | – |
| JPMORGAN ULTRA-SHORT MUNICIPAL | ETF | 8K | 162K | – |
| PROSHARES TRUST S&P 500 EX-ENE | ETF | 220 | 4K | – |
| SCHWAB EMERGING MARKETS EQUITY | ETF | 289 | 11K | – |
| SCHWAB FUNDAMENTAL INTERNATION | ETF | 468 | 13K | – |
| SCHWAB FUNDAMENTAL U.S. LARGE | ETF | 567 | 8K | – |
| SCHWAB FUNDAMENTAL U.S. SMALL | ETF | 327 | 6K | – |
| SCHWAB INTERNATIONAL EQUITY ET | ETF | 16K | 428K | – |
| SCHWAB U.S. LARGE-CAP GROWTH E | ETF | 2K | 17K | – |
| SCHWAB U.S. MID-CAP ETF | ETF | 261 | 3K | – |
| SCHWAB U.S. REIT ETF | ETF | 4K | 201K | – |
| SCHWAB US BROAD MARKET ETF | ETF | 377 | 6K | – |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 662 | 9K | – |
| SCHWAB US LARGE-CAP ETF | ETF | 42K | 652K | – |
| SCHWAB US SMALL-CAP ETF | ETF | 10K | 212K | – |
| SPDR BLOOMBERG INVESTMENT GRAD | ETF | 6K | 197K | – |
| SPDR DOW JONES INDUSTRIAL AVER | ETF | 271 | 694 | – |
| SPDR EURO STOXX 50 ETF | ETF | 250 | 5K | – |
| SPDR GOLD MINISHARES TRUST | ETF | 298 | 6K | – |
| SPDR GOLD SHARES | ETF | 697 | 3K | – |
| SPDR MSCI EMERGING MARKETS STR | ETF | 1K | 22K | – |
| SPDR PORTFOLIO AGGREGATE BOND | ETF | 6K | 248K | – |
| SPDR PORTFOLIO HIGH YIELD BOND | ETF | 3K | 114K | – |
| SPDR PORTFOLIO INTERMEDIATE TE | ETF | 8K | 234K | – |
| SPDR S&P 400 MID CAP VALUE ETF | ETF | 206 | 3K | – |
| SPDR S&P 500 ETF TRUST | ETF | 14K | 25K | – |
| SPDR S&P DIVIDEND ETF | ETF | 675 | 5K | – |
| SPDR S&P MIDCAP 400 ETF TRUST | ETF | 525 | 982 | – |
| US DIVERSIFIED REAL ESTATE ETF | ETF | 205 | 7K | – |
| VANGUARD COMMUNICATION SERVICE | ETF | 487 | 4K | – |
| VANGUARD DIVIDEND APPRECIATION | ETF | 659 | 4K | – |
| VANGUARD ESG US STOCK ETF | ETF | 520 | 5K | – |
| VANGUARD FTSE ALL-WORLD EX-US | ETF | 1K | 22K | – |
| VANGUARD FTSE ALL WORLD EX-US | ETF | 486 | 4K | – |
| VANGUARD FTSE DEVELOPED MARKET | ETF | 3K | 53K | – |
| VANGUARD FTSE EMERGING MARKETS | ETF | 1K | 30K | – |
| VANGUARD GROWTH ETF | ETF | 314 | 839 | – |
| VANGUARD HIGH DIVIDEND YIELD E | ETF | 289 | 2K | – |
| VANGUARD INFORMATION TECHNOLOG | ETF | 1K | 2K | – |
| VANGUARD LARGE-CAP ETF | ETF | 1K | 4K | – |
| VANGUARD MID-CAP ETF | ETF | 3K | 11K | – |
| VANGUARD S&P 500 ETF | ETF | 445 | 891 | – |
| VANGUARD SMALL-CAP ETF | ETF | 452 | 2K | – |
| VANGUARD SMALL-CAP VALUE ETF | ETF | 332 | 2K | – |
| VANGUARD TOTAL STOCK MARKET ET | ETF | 1K | 4K | – |
| VANGUARD VALUE ETF | ETF | 303 | 2K | – |