|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
582,529 |
$15M |
6.82% |
194.0%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
80,718 |
$14M |
6.35% |
20.6%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
372,331 |
$10M |
4.66% |
301.8%
|
- |
|
USMV
|
US |
ISHARES MSCI USA MIN VOL FAC |
112,435 |
$10M |
4.49% |
-5.2%
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
151,377 |
$7M |
3.37% |
-39.4%
|
- |
|
DSEP
|
US |
FT VEST U.S. EQUITY DEEP BUF |
170,646 |
$7M |
3.11% |
-0.7%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
311,754 |
$6M |
2.59% |
114.0%
|
- |
|
WMT
|
US |
WALMART INC |
58,691 |
$5M |
2.39% |
-25.2%
|
- |
|
DMAR
|
US |
FT VEST US EQUITY DEEP BUFFE |
139,471 |
$5M |
2.39% |
-1.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
12,348 |
$5M |
2.34% |
-4.9%
|
- |
|
HON
|
US |
HONEYWELL INTERNATIONAL INC |
22,487 |
$5M |
2.28% |
0.3%
|
- |
|
DFEB
|
US |
FT VEST U.S. EQUITY DEEP BUF |
114,701 |
$5M |
2.20% |
-1.5%
|
- |
|
SCHW
|
US |
SCHWAB (CHARLES) CORP |
65,631 |
$5M |
2.18% |
0.7%
|
- |
|
CVX
|
US |
CHEVRON CORP |
32,861 |
$5M |
2.14% |
0.7%
|
- |
|
ORCL
|
US |
ORACLE CORP |
28,270 |
$5M |
2.12% |
0.3%
|
- |
|
VGK
|
US |
VANGUARD FTSE EUROPE ETF |
70,004 |
$4M |
2.00% |
-38.9%
|
- |
|
ACN
|
US |
ACCENTURE PLC-CL A |
11,742 |
$4M |
1.86% |
-1.1%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
9,040 |
$4M |
1.84% |
1.0%
|
- |
|
EWJ
|
US |
ISHARES MSCI JAPAN ETF |
58,931 |
$4M |
1.78% |
-0.4%
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
64,793 |
$4M |
1.72% |
1.0%
|
- |