Our Funds


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Here are some of the funds we use in our clients’ portfolios.

Tickers: DFALX, DFGEX, DFIVX, DFLVX, DFQTX, DFSTX, DFSVX, DFUSX, DFVQX, DGEIX, DISVX, EFV, SCHA, SCHC, SCHE, SCHF, SCHH, SCHO, SCHR, SCHV, SCHX, SFENX, SFLNX, SFNNX, SFSNX, SLYV, SWISX, VTRIX, and VWIUX.


Compare your funds to some of the funds we use at the Financial Industry Regulatory Authority’s (FINRA) Fund Analyzer website by clicking HERE! It’s a great way to see the impact of fees in an objective, side-by-side comparison.