|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
105,785 |
$42M |
11.52% |
-0.2%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
206,358 |
$40M |
10.95% |
-0.4%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
29,625 |
$17M |
4.71% |
15.5%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
28,228 |
$14M |
3.92% |
1.3%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
75,020 |
$13M |
3.45% |
-0.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
50,321 |
$10M |
2.59% |
0.5%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
32,198 |
$8M |
2.09% |
-0.7%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
43,577 |
$8M |
2.07% |
0.9%
|
- |
|
VGT
|
US |
VANGUARD INFO TECH ETF |
12,083 |
$8M |
2.04% |
2.5%
|
- |
|
AAPL
|
US |
APPLE INC |
25,475 |
$6M |
1.73% |
-1.6%
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
24,775 |
$6M |
1.63% |
7.9%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
43,357 |
$6M |
1.58% |
-1.3%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
82,050 |
$6M |
1.54% |
9.4%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
13,170 |
$6M |
1.51% |
1.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
24,883 |
$5M |
1.48% |
-5.8%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
21,624 |
$5M |
1.30% |
9.6%
|
- |
|
VBR
|
US |
VANGUARD SMALL-CAP VALUE ETF |
22,658 |
$4M |
1.22% |
14.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
7,630 |
$4M |
1.21% |
7.5%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
42,084 |
$4M |
1.11% |
-3.0%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
8,213 |
$4M |
1.01% |
1.2%
|
- |