What's New

We are taking a webinar break but will be back this fall - stay tuned!
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