|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
123,295 |
$22M |
8.25% |
0.5%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
866,529 |
$20M |
7.51% |
-0.2%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
27,310 |
$17M |
6.09% |
0.2%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
38,094 |
$11M |
4.22% |
3.1%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
102,977 |
$11M |
4.18% |
-0.4%
|
- |
|
AAPL
|
US |
APPLE INC |
41,543 |
$10M |
3.56% |
-1.8%
|
- |
|
VV
|
US |
VANGUARD LARGE-CAP ETF |
28,959 |
$8M |
2.98% |
0.6%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
7,185 |
$7M |
2.77% |
-2.3%
|
- |
|
SCHO
|
US |
SCHWAB SHORT-TERM US TREAS |
222,080 |
$5M |
1.98% |
-0.1%
|
- |
|
SHY
|
US |
ISHARES 1-3 YEAR TREASURY BO |
58,925 |
$5M |
1.79% |
-6.5%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
24,557 |
$5M |
1.73% |
-0.4%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
11,149 |
$5M |
1.73% |
27.1%
|
- |
|
SHV
|
US |
ISHARES SHORT TREASURY BOND |
41,139 |
$5M |
1.67% |
-8.1%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
8,567 |
$5M |
1.67% |
0.6%
|
- |
|
MDY
|
US |
SPDR S&P MIDCAP 400 ETF TRST |
7,617 |
$5M |
1.67% |
1.0%
|
- |
|
TJX
|
US |
TJX COMPANIES INC |
35,636 |
$4M |
1.65% |
-1.8%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
7,960 |
$4M |
1.63% |
24.9%
|
- |
|
STEL
|
US |
STELLAR BANCORP INC |
149,670 |
$4M |
1.63% |
-7.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
18,150 |
$4M |
1.58% |
-0.9%
|
- |
|
BIL
|
US |
SPDR BLOOMBERG 1-3 MONTH T-B |
44,927 |
$4M |
1.52% |
-14.6%
|
- |