|
AAPL
|
US |
APPLE INC |
812,411 |
$203M |
5.92% |
-3.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
1,318,383 |
$177M |
5.15% |
-3.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
399,593 |
$168M |
4.90% |
-2.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
502,972 |
$110M |
3.21% |
-2.6%
|
- |
|
HDV
|
US |
ISHARES CORE HIGH DIVIDEND E |
844,932 |
$95M |
2.76% |
-1.5%
|
- |
|
USMV
|
US |
ISHARES MSCI USA MIN VOL FAC |
1,058,637 |
$94M |
2.74% |
-2.5%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
117,166 |
$69M |
2.00% |
-3.0%
|
- |
|
TSLA
|
US |
TESLA INC |
150,099 |
$61M |
1.76% |
-2.2%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
314,035 |
$59M |
1.73% |
-3.1%
|
- |
|
EFAV
|
US |
ISHARES MSCI EAFE MIN VOL FA |
834,519 |
$59M |
1.72% |
-16.4%
|
- |
|
AVGO
|
US |
BROADCOM INC |
251,024 |
$58M |
1.69% |
-2.5%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
255,788 |
$49M |
1.42% |
-3.7%
|
- |
|
SPLV
|
US |
INVESCO S&P 500 LOW VOLATILI |
690,000 |
$48M |
1.41% |
-
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
98,513 |
$45M |
1.30% |
-2.8%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
1,581,000 |
$43M |
1.26% |
200.0%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
151,312 |
$36M |
1.06% |
-3.8%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
42,348 |
$33M |
0.95% |
-2.9%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
55,520 |
$33M |
0.95% |
-
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
59,633 |
$32M |
0.94% |
0.9%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
92,878 |
$29M |
0.85% |
0.5%
|
- |