What's New

Happy Holidays - we are off for the holiday season but will be back in 2015. Stay tuned for dates and times!
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