|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
1,318,508 |
$258M |
17.91% |
4.4%
|
- |
|
ISTB
|
US |
ISHARES CORE 1-5 YEAR USD BO |
3,402,553 |
$163M |
11.27% |
8.5%
|
- |
|
QGRW
|
US |
WISDOMTREE US QUALITY GROWTH |
3,017,086 |
$149M |
10.31% |
0.1%
|
- |
|
VV
|
US |
VANGUARD LARGE-CAP ETF |
262,019 |
$71M |
4.90% |
12.9%
|
- |
|
PWR
|
US |
QUANTA SERVICES INC |
164,684 |
$52M |
3.61% |
0.3%
|
- |
|
AAPL
|
US |
APPLE INC |
130,045 |
$33M |
2.26% |
6.4%
|
- |
|
PFG
|
US |
PRINCIPAL FINANCIAL GROUP |
370,044 |
$29M |
1.99% |
-12.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
160,475 |
$22M |
1.49% |
5.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
50,748 |
$21M |
1.48% |
12.9%
|
- |
|
IWB
|
US |
ISHARES RUSSELL 1000 ETF |
60,320 |
$19M |
1.35% |
-
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
152,714 |
$16M |
1.08% |
-0.2%
|
- |
|
IVLU
|
US |
ISHARES MSCI INTERNATIONAL V |
563,695 |
$15M |
1.06% |
412.0%
|
- |
|
VEU
|
US |
VANGUARD FTSE ALL-WORLD EX-U |
253,027 |
$15M |
1.01% |
767.9%
|
- |
|
SCHM
|
US |
SCHWAB US MID CAP ETF |
482,688 |
$13M |
0.93% |
113.5%
|
- |
|
IVE
|
US |
ISHARES S&P 500 VALUE ETF |
70,143 |
$13M |
0.93% |
-2.0%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
20,492 |
$12M |
0.83% |
300.9%
|
- |
|
PUTW
|
US |
WISDOMTREE PUTWRITE STRATEGY |
351,711 |
$12M |
0.80% |
53.5%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
48,413 |
$11M |
0.74% |
5.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
52,938 |
$10M |
0.69% |
1.8%
|
- |
|
AVGO
|
US |
BROADCOM INC |
43,143 |
$10M |
0.69% |
2.3%
|
- |