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SoundMark

Soundmark Wealth Management, LLC provides wealth management services to its clients through integration of a diversified 'passive asset class' philosophy using primarily institutional class index funds.

Coffeehouse Funds

The following table is some of the the index funds divided into categories.  For a more complete list, please see The New Coffeehouse Investor book.

TOTAL WORLD INDEX FUNDS – SYMBOL

ISHARES MSCI ACWI INDEX ETF – ACWI

VANGUARD TOTAL WORLD INDEX FUND – VTWSX

TOTAL STOCK MARKET INDEX FUNDS (DOMESTIC)

ISHARES R3000 ETF – IWV

VANGUARD TOTAL ST. MKT – VTSMX

LARGE-CAP INDEX FUNDS

DOMINI SOCIAL EQUITY – DSEFX

VANGUARD INDEX 500 – VFINX

SMALL-CAP INDEX FUNDS

ISHARES SP 600 ETF – IJR

DFA U.S. MICRO CAP – DFSCX

LARGE-VALUE INDEX FUNDS

DFA U.S. LARGE CAP VALUE – DFLVX

VANGUARD VALUE – VIVAX

SMALL-VALUE INDEX FUNDS

ISHARES SP 600 VALUE ETF – IJS

VANGUARD SM. VALUE – VISVX

INTERNATIONAL INDEX FUNDS

ISHARES MSCI EAFE ETF – EFA

DFA INT’L VALUE – DFIVX

EMERGING-MARKETS INDEX FUNDS

VANGUARD EMERGING MARKETS FUND – VEIEX

DFA EMERGING MARKETS CORE – DFCEX

REAL ESTATE INVESTMENT TRUST (REITS)

ISHARES DOW JONES REIT – IYR

VANGUARD REIT – VGSIX

BONDS FUNDS

ISHARES LEHMAN AGGREGATE ETF – AGG

VANGUARD SHORT TERM BOND – VBISX