|
AAPL
|
US |
APPLE INC |
23,617 |
$6M |
5.90% |
-4.4%
|
- |
|
AVGO
|
US |
BROADCOM INC |
21,525 |
$5M |
4.98% |
-6.3%
|
- |
|
VUSB
|
US |
VANGUARD ULTRA SHORT BOND ET |
85,140 |
$4M |
4.21% |
2.8%
|
- |
|
VGSH
|
US |
VANGUARD SHORT-TERM TREASURY |
70,885 |
$4M |
4.11% |
2.0%
|
- |
|
VBR
|
US |
VANGUARD SMALL-CAP VALUE ETF |
17,807 |
$4M |
3.52% |
1.2%
|
- |
|
VGIT
|
US |
VANGUARD INTERMEDIATE-TERM T |
56,097 |
$3M |
3.25% |
-15.5%
|
- |
|
XLE
|
US |
ENERGY SELECT SECTOR SPDR |
30,087 |
$3M |
2.57% |
7.5%
|
- |
|
BXSL
|
US |
BLACKSTONE SECURED LENDING F |
77,528 |
$3M |
2.50% |
2.8%
|
- |
|
VCSH
|
US |
VANGUARD S/T CORP BOND ETF |
27,518 |
$2M |
2.14% |
2.9%
|
- |
|
GS
|
US |
GOLDMAN SACHS GROUP INC |
3,633 |
$2M |
2.07% |
1.4%
|
- |
|
AMG
|
US |
AFFILIATED MANAGERS GROUP |
10,833 |
$2M |
2.00% |
1.3%
|
- |
|
XLY
|
US |
CONSUMER DISCRETIONARY SELT |
8,800 |
$2M |
1.97% |
2.3%
|
- |
|
XLV
|
US |
HEALTH CARE SELECT SECTOR |
12,996 |
$2M |
1.78% |
3.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,851 |
$2M |
1.62% |
-0.4%
|
- |
|
DIS
|
US |
WALT DISNEY CO/THE |
14,042 |
$2M |
1.56% |
-0.7%
|
- |
|
XLF
|
US |
FINANCIAL SELECT SECTOR SPDR |
32,088 |
$2M |
1.55% |
2.2%
|
- |
|
WAB
|
US |
WABTEC CORP |
7,639 |
$1M |
1.44% |
2.2%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
61,376 |
$1M |
1.42% |
201.2%
|
- |
|
TLT
|
US |
ISHARES 20+ YEAR TREASURY BD |
14,384 |
$1M |
1.25% |
-41.2%
|
- |
|
QCOM
|
US |
QUALCOMM INC |
8,174 |
$1M |
1.25% |
0.2%
|
- |