|
AAPL
|
US |
APPLE INC |
82,765 |
$21M |
4.64% |
-0.7%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
83,849 |
$16M |
3.58% |
-2.8%
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
590,717 |
$15M |
3.42% |
0.3%
|
- |
|
XLE
|
US |
ENERGY SELECT SECTOR SPDR |
165,148 |
$14M |
3.17% |
-0.7%
|
- |
|
SCHW
|
US |
SCHWAB (CHARLES) CORP |
180,434 |
$13M |
2.99% |
-1.0%
|
- |
|
SGOV
|
US |
ISHARES 0-3 MONTH TREASURY B |
132,734 |
$13M |
2.98% |
12.0%
|
- |
|
XHLF
|
US |
BONDBLOXX BBG 6 MTH US TREAS |
259,429 |
$13M |
2.92% |
9.9%
|
- |
|
DFCF
|
US |
DIMENSIONAL CORE FIXED INC |
304,330 |
$13M |
2.81% |
36.0%
|
- |
|
FDX
|
US |
FEDEX CORP |
41,822 |
$12M |
2.64% |
-0.5%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
20,016 |
$12M |
2.63% |
-5.9%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
246,171 |
$11M |
2.42% |
-8.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
47,820 |
$10M |
2.35% |
-0.7%
|
- |
|
C
|
US |
CITIGROUP INC |
140,942 |
$10M |
2.22% |
-0.8%
|
- |
|
COF
|
US |
CAPITAL ONE FINANCIAL CORP |
55,479 |
$10M |
2.22% |
-9.2%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
163,813 |
$10M |
2.21% |
0.2%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
67,808 |
$10M |
2.20% |
4.3%
|
- |
|
WFC
|
US |
WELLS FARGO & CO |
137,071 |
$10M |
2.16% |
-5.9%
|
- |
|
DIS
|
US |
WALT DISNEY CO/THE |
86,143 |
$10M |
2.15% |
-0.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
22,398 |
$9M |
2.11% |
-0.4%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
129,393 |
$9M |
2.08% |
-14.8%
|
- |