|
AAPL
|
US |
APPLE INC |
2,415,121 |
$605M |
3.63% |
4.9%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
822,886 |
$484M |
2.91% |
9.9%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
3,043,850 |
$400M |
2.40% |
-5.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
924,536 |
$390M |
2.34% |
7.7%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
658,604 |
$316M |
1.90% |
-7.3%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
1,247,668 |
$274M |
1.64% |
5.5%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
486,563 |
$262M |
1.58% |
-3.7%
|
- |
|
AVGO
|
US |
BROADCOM INC |
1,004,411 |
$233M |
1.40% |
4.9%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
1,857,847 |
$189M |
1.13% |
15.3%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
957,359 |
$170M |
1.02% |
28.2%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
409,440 |
$168M |
1.01% |
4.0%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
643,658 |
$154M |
0.93% |
6.4%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
4,410,112 |
$153M |
0.92% |
-3.7%
|
- |
|
DYNF
|
US |
ISHRS US E F R A ETF-USD INC |
2,986,856 |
$153M |
0.92% |
35.8%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
868,337 |
$147M |
0.88% |
1.5%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
2,099,841 |
$145M |
0.87% |
20.9%
|
- |
|
IUSB
|
US |
ISHARES CORE TOTAL BOND ETF |
2,843,715 |
$129M |
0.77% |
11.8%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
375,786 |
$119M |
0.71% |
3.2%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
257,386 |
$117M |
0.70% |
6.3%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
195,574 |
$115M |
0.69% |
15.7%
|
- |