|
AAPL
|
US |
APPLE INC |
176,963 |
$44M |
3.24% |
-9.4%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
69,204 |
$31M |
2.30% |
-18.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
73,454 |
$31M |
2.27% |
-14.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
226,077 |
$30M |
2.22% |
-3.4%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
436,716 |
$27M |
1.99% |
1.4%
|
- |
|
IWV
|
US |
ISHARES RUSSELL 3000 ETF |
70,664 |
$24M |
1.73% |
-0.8%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
46,372 |
$24M |
1.73% |
0.3%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
139,572 |
$18M |
1.30% |
-1.6%
|
- |
|
XLK
|
US |
TECHNOLOGY SELECT SECT SPDR |
76,000 |
$18M |
1.29% |
2.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
72,129 |
$16M |
1.16% |
-17.1%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
63,661 |
$15M |
1.12% |
2.7%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
56,399 |
$15M |
1.09% |
-6.1%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
119,426 |
$13M |
0.94% |
0.8%
|
- |
|
AVGO
|
US |
BROADCOM INC |
55,142 |
$13M |
0.94% |
-20.3%
|
- |
|
FBCG
|
US |
FIDELITY BLUE CHIP GROWTH |
263,030 |
$12M |
0.89% |
443.1%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
12,999 |
$12M |
0.87% |
-12.6%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
28,961 |
$12M |
0.87% |
-11.5%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
100,379 |
$12M |
0.85% |
-9.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
56,643 |
$11M |
0.78% |
-23.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
17,946 |
$11M |
0.77% |
-2.5%
|
- |