|
AAPL
|
US |
APPLE INC |
60,313 |
$15M |
7.00% |
-2.4%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
30,070 |
$12M |
5.60% |
-1.3%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
50,902 |
$11M |
5.17% |
8.5%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
75,933 |
$10M |
4.73% |
0.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
22,328 |
$9M |
4.36% |
0.5%
|
- |
|
JELD
|
US |
JELD-WEN HOLDING INC |
936,190 |
$8M |
3.55% |
-1.7%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
34,135 |
$7M |
3.01% |
1.2%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
8,629 |
$5M |
2.34% |
-6.7%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
9,541 |
$4M |
2.00% |
0.4%
|
- |
|
IWP
|
US |
ISHARES RUSSELL MID-CAP GROW |
32,009 |
$4M |
1.88% |
-3.3%
|
- |
|
HD
|
US |
HOME DEPOT INC |
8,912 |
$3M |
1.61% |
-1.7%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
10,912 |
$3M |
1.60% |
0.4%
|
- |
|
WFC
|
US |
WELLS FARGO & CO |
49,133 |
$3M |
1.60% |
-
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
3,725 |
$3M |
1.58% |
-1.8%
|
- |
|
ABBV
|
US |
ABBVIE INC |
17,653 |
$3M |
1.45% |
0.1%
|
- |
|
BA
|
US |
BOEING CO/THE |
17,377 |
$3M |
1.43% |
8.4%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
10,243 |
$3M |
1.38% |
2.3%
|
- |
|
ADP
|
US |
AUTOMATIC DATA PROCESSING |
9,417 |
$3M |
1.28% |
0.6%
|
- |
|
PFE
|
US |
PFIZER INC |
103,791 |
$3M |
1.28% |
-1.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
14,034 |
$3M |
1.23% |
3.4%
|
- |