|
AAPL
|
US |
APPLE INC |
33,820 |
$8M |
3.63% |
0.5%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
9,644 |
$6M |
2.43% |
10.3%
|
- |
|
OUNZ
|
US |
VANECK MERK GOLD ETF |
196,397 |
$5M |
2.13% |
3.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
10,765 |
$5M |
1.95% |
1.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
32,786 |
$4M |
1.89% |
2.8%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
117,537 |
$4M |
1.74% |
-15.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
7,605 |
$3M |
1.48% |
1.9%
|
- |
|
IWY
|
US |
ISHARES RUSSELL TOP 200 GROW |
13,891 |
$3M |
1.40% |
3.0%
|
- |
|
ITOT
|
US |
ISHARES CORE S&P TOTAL U.S. |
25,009 |
$3M |
1.38% |
4.0%
|
- |
|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
48,049 |
$3M |
1.26% |
6.8%
|
- |
|
EFAV
|
US |
ISHARES MSCI EAFE MIN VOL FA |
41,205 |
$3M |
1.25% |
-7.4%
|
- |
|
IWR
|
US |
ISHARES RUSSELL MID-CAP ETF |
32,312 |
$3M |
1.23% |
6.4%
|
- |
|
TSLA
|
US |
TESLA INC |
6,969 |
$3M |
1.21% |
11.8%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
5,430 |
$3M |
1.19% |
-10.3%
|
- |
|
TIP
|
US |
ISHARES TIPS BOND ETF |
25,799 |
$3M |
1.18% |
-1.0%
|
- |
|
USTB
|
US |
VICTORYSHARES SHORT-TERM BON |
54,505 |
$3M |
1.17% |
5.0%
|
- |
|
MPLX
|
US |
MPLX LP |
55,821 |
$3M |
1.15% |
-2.3%
|
- |
|
ISTB
|
US |
ISHARES CORE 1-5 YEAR USD BO |
56,324 |
$3M |
1.15% |
3.3%
|
- |
|
SHY
|
US |
ISHARES 1-3 YEAR TREASURY BO |
32,394 |
$3M |
1.14% |
0.9%
|
- |
|
BIZD
|
US |
VANECK BDC INCOME ETF |
141,323 |
$2M |
1.01% |
12.2%
|
- |