|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
51,385 |
$30M |
24.97% |
21.8%
|
- |
|
ITOT
|
US |
ISHARES CORE S&P TOTAL U.S. |
185,116 |
$24M |
19.65% |
0.1%
|
- |
|
IVE
|
US |
ISHARES S&P 500 VALUE ETF |
77,052 |
$15M |
12.14% |
-24.3%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
79,868 |
$8M |
6.39% |
33.9%
|
- |
|
SHY
|
US |
ISHARES 1-3 YEAR TREASURY BO |
87,152 |
$7M |
5.90% |
7.2%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
18,532 |
$5M |
4.43% |
-0.3%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
7 |
$5M |
3.93% |
-
|
- |
|
SUB
|
US |
ISHARES SHORT-TERM NATIONAL |
43,409 |
$5M |
3.78% |
1.8%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
32,652 |
$3M |
2.87% |
0.6%
|
- |
|
NYF
|
US |
ISHARES NEW YORK MUNI BOND E |
44,069 |
$2M |
1.94% |
7.8%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
10,674 |
$2M |
1.73% |
-2.8%
|
- |
|
IQLT
|
US |
ISHARES MSCI INTERNATIONAL Q |
50,138 |
$2M |
1.54% |
19.8%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
3,480 |
$2M |
1.30% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
7,011 |
$2M |
1.27% |
-
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
7,668 |
$1M |
1.20% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
5,762 |
$1M |
1.19% |
-
|
- |
|
TSLA
|
US |
TESLA INC |
3,561 |
$1M |
1.19% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
6,580 |
$1M |
0.73% |
2.3%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
1,660 |
$1M |
0.70% |
-
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
3,265 |
$1M |
0.51% |
-
|
- |