MSFT
|
US |
MICROSOFT CORP |
103,217 |
$44M |
4.06% |
2.1%
|
- |
V
|
US |
VISA INC-CLASS A SHARES |
102,941 |
$33M |
3.04% |
0.0%
|
- |
AAPL
|
US |
APPLE INC |
129,809 |
$33M |
3.03% |
3.3%
|
- |
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
1,123,127 |
$26M |
2.43% |
198.9%
|
- |
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
41,075 |
$21M |
1.96% |
-4.2%
|
- |
BSCP
|
US |
INVESCO BULLETSHARES 2025 CB |
975,980 |
$20M |
1.88% |
4.8%
|
- |
GOOGL
|
US |
ALPHABET INC-CL A |
102,799 |
$19M |
1.82% |
3.3%
|
- |
BSCQ
|
US |
INVESCO BULLETSHARES 2026 CB |
976,260 |
$19M |
1.77% |
6.7%
|
- |
BSCR
|
US |
INVESCO BULLETSHARES 2027 CB |
941,859 |
$18M |
1.71% |
6.7%
|
- |
FCNCA
|
US |
FIRST CITIZENS BCSHS -CL A |
8,543 |
$18M |
1.68% |
-
|
- |
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
39,471 |
$18M |
1.67% |
1.3%
|
- |
VGT
|
US |
VANGUARD INFO TECH ETF |
28,450 |
$18M |
1.65% |
-0.8%
|
- |
GOOG
|
US |
ALPHABET INC-CL C |
89,301 |
$17M |
1.59% |
-0.3%
|
- |
ABBV
|
US |
ABBVIE INC |
90,731 |
$16M |
1.50% |
2.3%
|
- |
AMZN
|
US |
AMAZON.COM INC |
67,797 |
$15M |
1.39% |
2.4%
|
- |
JNJ
|
US |
JOHNSON & JOHNSON |
91,625 |
$13M |
1.24% |
0.8%
|
- |
META
|
US |
META PLATFORMS INC-CLASS A |
19,990 |
$12M |
1.09% |
-0.6%
|
- |
UNH
|
US |
UNITEDHEALTH GROUP INC |
22,972 |
$12M |
1.08% |
-1.5%
|
- |
LOW
|
US |
LOWE'S COS INC |
45,663 |
$11M |
1.05% |
0.3%
|
- |
PG
|
US |
PROCTER & GAMBLE CO/THE |
65,084 |
$11M |
1.02% |
4.1%
|
- |