|
AAPL
|
US |
APPLE INC |
226,443 |
$57M |
5.69% |
1.8%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
75,896 |
$41M |
4.10% |
1.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
93,500 |
$39M |
3.95% |
-1.2%
|
- |
|
SHY
|
US |
ISHARES 1-3 YEAR TREASURY BO |
398,281 |
$33M |
3.27% |
-8.3%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
168,947 |
$32M |
3.23% |
-0.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
54,963 |
$25M |
2.50% |
-0.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
103,047 |
$23M |
2.27% |
-1.3%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
92,703 |
$22M |
2.23% |
-2.0%
|
- |
|
MCO
|
US |
MOODY'S CORP |
46,716 |
$22M |
2.22% |
-0.8%
|
- |
|
IGSB
|
US |
ISHARES 1-5Y INV GRADE CORP |
412,886 |
$21M |
2.14% |
1.6%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
396,721 |
$19M |
1.90% |
-1.5%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
191,071 |
$19M |
1.86% |
86.6%
|
- |
|
WMT
|
US |
WALMART INC |
195,948 |
$18M |
1.78% |
-1.1%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
82,933 |
$15M |
1.51% |
97.5%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
44,037 |
$14M |
1.40% |
-1.4%
|
- |
|
HD
|
US |
HOME DEPOT INC |
35,827 |
$14M |
1.40% |
-0.6%
|
- |
|
UNP
|
US |
UNION PACIFIC CORP |
55,116 |
$13M |
1.26% |
-1.7%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
86,411 |
$12M |
1.25% |
-6.0%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
22,767 |
$12M |
1.19% |
-1.2%
|
- |
|
PAAA
|
US |
PGIM AAA CLO ETF |
230,243 |
$12M |
1.18% |
57.7%
|
- |