|
DFH
|
US |
DREAM FINDERS HOMES INC - A |
2,061,341 |
$90M |
28.52% |
21.1%
|
- |
|
KO
|
US |
COCA-COLA CO/THE |
633,499 |
$39M |
12.26% |
0.8%
|
- |
|
CELH
|
US |
CELSIUS HOLDINGS INC |
219,599 |
$18M |
5.76% |
100.0%
|
- |
|
DVY
|
US |
ISHARES SELECT DIVIDEND ETF |
135,195 |
$17M |
5.27% |
-12.6%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
194,257 |
$12M |
3.73% |
9.4%
|
- |
|
TCAF
|
US |
T ROWE PRC CAP APPRECIATION |
313,097 |
$9M |
2.99% |
-8.5%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
17,877 |
$9M |
2.97% |
44.9%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
17,730 |
$8M |
2.49% |
100.0%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
145,085 |
$7M |
2.32% |
188.0%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
13,445 |
$7M |
2.23% |
54.9%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
127,022 |
$6M |
2.02% |
1.8%
|
- |
|
GSBD
|
US |
GOLDMAN SACHS BDC INC |
401,369 |
$6M |
1.91% |
0.7%
|
- |
|
WDAY
|
US |
WORKDAY INC-CLASS A |
10,887 |
$3M |
0.94% |
-15.5%
|
- |
|
AAPL
|
US |
APPLE INC |
15,396 |
$3M |
0.84% |
3.3%
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
11,583 |
$3M |
0.83% |
-
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
10,136 |
$3M |
0.83% |
-0.1%
|
- |
|
ACWI
|
US |
ISHARES MSCI ACWI ETF |
23,433 |
$3M |
0.82% |
7.3%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
54,577 |
$2M |
0.72% |
-0.7%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
20,263 |
$2M |
0.71% |
-6.2%
|
- |
|
ACWV
|
US |
ISHARES MSCI GLOBAL MIN VOL |
21,384 |
$2M |
0.71% |
10.1%
|
- |