|
AAPL
|
US |
APPLE INC |
60,232 |
$15M |
7.46% |
-1.4%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
26,855 |
$11M |
5.60% |
-1.1%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
53,103 |
$10M |
5.14% |
-1.7%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
67,260 |
$9M |
4.47% |
-1.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
40,077 |
$8M |
3.75% |
-0.3%
|
- |
|
PRF
|
US |
INVESCO FTSE RAFI US 1000 ET |
187,792 |
$8M |
3.74% |
-2.9%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
21,083 |
$7M |
3.29% |
0.4%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
70,775 |
$7M |
3.24% |
-1.8%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
6,987 |
$6M |
3.16% |
-0.3%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
20,950 |
$6M |
3.00% |
-2.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
27,394 |
$6M |
2.97% |
-0.6%
|
- |
|
ADBE
|
US |
ADOBE INC |
12,209 |
$5M |
2.68% |
-0.7%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
8,845 |
$5M |
2.56% |
1.7%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
25,886 |
$5M |
2.44% |
0.0%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
8,037 |
$4M |
1.80% |
0.1%
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
47,997 |
$3M |
1.40% |
-0.5%
|
- |
|
ABT
|
US |
ABBOTT LABORATORIES |
24,311 |
$3M |
1.36% |
-1.1%
|
- |
|
CVX
|
US |
CHEVRON CORP |
18,769 |
$3M |
1.34% |
-3.0%
|
- |
|
LMT
|
US |
LOCKHEED MARTIN CORP |
5,490 |
$3M |
1.32% |
-
|
- |
|
ABBV
|
US |
ABBVIE INC |
14,793 |
$3M |
1.30% |
-3.6%
|
- |