|
AAPL
|
US |
APPLE INC |
309,051 |
$77M |
5.40% |
2.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
155,477 |
$70M |
4.92% |
0.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
143,442 |
$60M |
4.22% |
1.0%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
102,490 |
$55M |
3.86% |
0.4%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
262,349 |
$50M |
3.49% |
0.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
192,818 |
$42M |
2.95% |
5.6%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
1,589,300 |
$36M |
2.52% |
212.0%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
108,369 |
$31M |
2.19% |
13.8%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
54,916 |
$28M |
1.96% |
5.0%
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
350,423 |
$26M |
1.83% |
9.4%
|
- |
|
VGIT
|
US |
VANGUARD INTERMEDIATE-TERM T |
451,774 |
$26M |
1.83% |
4.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
163,106 |
$22M |
1.53% |
1.6%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
38,300 |
$20M |
1.41% |
5.5%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
30,584 |
$18M |
1.25% |
3.3%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
236,523 |
$17M |
1.19% |
-0.9%
|
- |
|
IGIB
|
US |
ISHARES 5-10Y INV GRADE CORP |
314,365 |
$16M |
1.13% |
1.3%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
16,867 |
$15M |
1.08% |
2.0%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
62,410 |
$15M |
1.04% |
2.0%
|
- |
|
BIL
|
US |
SPDR BLOOMBERG 1-3 MONTH T-B |
160,795 |
$15M |
1.03% |
14.0%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
60,775 |
$15M |
1.02% |
1.1%
|
- |