|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
1,913,968 |
$53M |
32.71% |
295.8%
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
1,196,755 |
$31M |
19.13% |
200.6%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
59,204 |
$30M |
18.56% |
0.2%
|
- |
|
VV
|
US |
VANGUARD LARGE-CAP ETF |
51,666 |
$14M |
8.55% |
8.0%
|
- |
|
SCHM
|
US |
SCHWAB US MID CAP ETF |
221,628 |
$6M |
3.77% |
193.8%
|
- |
|
AAPL
|
US |
APPLE INC |
13,198 |
$3M |
2.03% |
-0.7%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
20,188 |
$3M |
1.79% |
-0.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
6,728 |
$3M |
1.74% |
-2.8%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
7,670 |
$2M |
1.24% |
7.7%
|
- |
|
FIBK
|
US |
FIRST INTERSTATE BANCSYS-A |
51,247 |
$2M |
1.02% |
0.5%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
7,353 |
$2M |
0.99% |
0.6%
|
- |
|
DIA
|
US |
SPDR DJIA TRUST |
3,023 |
$1M |
0.79% |
-
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
1,103 |
$1M |
0.62% |
0.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
6,517 |
$1M |
0.54% |
2.3%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
37,306 |
$1M |
0.52% |
200.4%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
1,656 |
$1M |
0.46% |
-6.5%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
3,647 |
$1M |
0.43% |
-
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
1,273 |
$1M |
0.42% |
2.1%
|
- |
|
SPMD
|
US |
SPDR PORTFOLIO S&P 400 MID C |
11,085 |
$1M |
0.37% |
18.1%
|
- |
|
AON
|
US |
AON PLC-CLASS A |
1,688 |
$1M |
0.37% |
-
|
- |