|
JPM
|
US |
JPMORGAN CHASE & CO |
268,859 |
$64M |
4.49% |
-1.0%
|
- |
|
AAPL
|
US |
APPLE INC |
252,989 |
$63M |
4.41% |
-2.3%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
522,269 |
$53M |
3.69% |
-1.5%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
147,212 |
$43M |
2.97% |
2.3%
|
- |
|
VCSH
|
US |
VANGUARD S/T CORP BOND ETF |
536,436 |
$42M |
2.91% |
45.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
98,415 |
$41M |
2.89% |
-0.1%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
67,114 |
$39M |
2.74% |
4.1%
|
- |
|
IVE
|
US |
ISHARES S&P 500 VALUE ETF |
178,004 |
$34M |
2.37% |
-1.8%
|
- |
|
BX
|
US |
BLACKSTONE INC |
164,836 |
$28M |
1.98% |
-6.4%
|
- |
|
ORI
|
US |
OLD REPUBLIC INTL CORP |
774,886 |
$28M |
1.95% |
0.0%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
39,730 |
$21M |
1.49% |
1.6%
|
- |
|
KKR
|
US |
KKR & CO INC |
129,540 |
$19M |
1.33% |
-9.8%
|
- |
|
ORCL
|
US |
ORACLE CORP |
93,749 |
$16M |
1.09% |
0.6%
|
- |
|
ABBV
|
US |
ABBVIE INC |
85,305 |
$15M |
1.06% |
-0.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
65,943 |
$14M |
1.01% |
0.1%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
131,460 |
$14M |
0.98% |
39.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
73,741 |
$14M |
0.97% |
0.5%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
22,879 |
$13M |
0.94% |
1.4%
|
- |
|
UNP
|
US |
UNION PACIFIC CORP |
56,643 |
$13M |
0.90% |
-0.8%
|
- |
|
PEP
|
US |
PEPSICO INC |
74,383 |
$11M |
0.79% |
0.5%
|
- |