|
VB
|
US |
VANGUARD SMALL-CAP ETF |
143,432 |
$34M |
5.67% |
1.9%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
211,875 |
$28M |
4.68% |
-3.5%
|
- |
|
AAPL
|
US |
APPLE INC |
81,815 |
$20M |
3.37% |
-0.5%
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
406,745 |
$20M |
3.31% |
2.3%
|
- |
|
VV
|
US |
VANGUARD LARGE-CAP ETF |
53,469 |
$14M |
2.37% |
2.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
31,496 |
$13M |
2.18% |
0.2%
|
- |
|
VGT
|
US |
VANGUARD INFO TECH ETF |
20,468 |
$13M |
2.09% |
-0.9%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
60,345 |
$12M |
1.94% |
-1.4%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
21,959 |
$11M |
1.85% |
-1.6%
|
- |
|
IBTH
|
US |
ISHARES IBONDS DEC 2027 TERM |
472,210 |
$10M |
1.72% |
0.3%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
54,452 |
$10M |
1.71% |
-0.9%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
198,929 |
$10M |
1.65% |
-1.3%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
16,355 |
$10M |
1.58% |
-2.2%
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
154,921 |
$9M |
1.51% |
-1.3%
|
- |
|
BSCR
|
US |
INVESCO BULLETSHARES 2027 CB |
462,145 |
$9M |
1.48% |
-0.2%
|
- |
|
GEV
|
US |
GE VERNOVA INC |
26,243 |
$9M |
1.42% |
-0.8%
|
- |
|
VEU
|
US |
VANGUARD FTSE ALL-WORLD EX-U |
140,855 |
$8M |
1.33% |
-0.7%
|
- |
|
MCD
|
US |
MCDONALD'S CORP |
27,029 |
$8M |
1.29% |
-1.8%
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
25,867 |
$8M |
1.26% |
1.9%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
50,751 |
$7M |
1.21% |
-1.7%
|
- |