|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
121,859 |
$72M |
35.73% |
-0.4%
|
- |
|
JIRE
|
US |
JPMORGAN INT RES ENH EQTY |
738,485 |
$43M |
21.52% |
2.0%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
616,386 |
$38M |
19.13% |
1.9%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
159,675 |
$18M |
9.16% |
2.1%
|
- |
|
RJF
|
US |
RAYMOND JAMES FINANCIAL INC |
44,606 |
$7M |
3.45% |
3.8%
|
- |
|
IXUS
|
US |
ISHARES CORE INTL STOCK ETF |
39,559 |
$3M |
1.30% |
-19.0%
|
- |
|
AAPL
|
US |
APPLE INC |
5,079 |
$1M |
0.63% |
2.7%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
9,807 |
$1M |
0.53% |
-
|
- |
|
UNP
|
US |
UNION PACIFIC CORP |
4,365 |
$1M |
0.50% |
-
|
- |
|
VT
|
US |
VANGUARD TOT WORLD STK ETF |
8,259 |
$1M |
0.48% |
-
|
- |
|
TSLA
|
US |
TESLA INC |
2,400 |
$1M |
0.48% |
100.0%
|
- |
|
IWR
|
US |
ISHARES RUSSELL MID-CAP ETF |
10,517 |
$1M |
0.46% |
31.2%
|
- |
|
PFE
|
US |
PFIZER INC |
33,965 |
$1M |
0.45% |
-11.3%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
2,804 |
$1M |
0.40% |
-
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
4,004 |
$1M |
0.36% |
0.2%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
1,247 |
$1M |
0.28% |
-
|
- |
|
SPHB
|
US |
INVESCO S&P 500 HIGH BETA ET |
5,838 |
$1M |
0.26% |
0.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
3,815 |
$1M |
0.26% |
7.5%
|
- |
|
AVGO
|
US |
BROADCOM INC |
2,090 |
$0M |
0.24% |
4.5%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
2,109 |
$0M |
0.23% |
33.3%
|
- |