|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
77,599 |
$35M |
12.06% |
-2.1%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
52,026 |
$21M |
7.32% |
-26.2%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
52,606 |
$21M |
7.24% |
-28.4%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
81,508 |
$20M |
6.71% |
-29.7%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
92,589 |
$18M |
6.22% |
-14.2%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
590,979 |
$16M |
5.54% |
149.3%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
85,449 |
$14M |
4.96% |
-23.7%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
250,390 |
$12M |
4.10% |
-25.0%
|
- |
|
IWP
|
US |
ISHARES RUSSELL MID-CAP GROW |
79,100 |
$10M |
3.44% |
-19.2%
|
- |
|
VCSH
|
US |
VANGUARD S/T CORP BOND ETF |
112,606 |
$9M |
3.01% |
-23.6%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
32,948 |
$9M |
2.98% |
-53.8%
|
- |
|
VTIP
|
US |
VANGUARD SHORT-TERM TIPS |
173,065 |
$8M |
2.87% |
-24.1%
|
- |
|
SDY
|
US |
SPDR S&P DIVIDEND ETF |
57,553 |
$8M |
2.61% |
0.7%
|
- |
|
EFA
|
US |
ISHARES MSCI EAFE ETF |
97,093 |
$7M |
2.52% |
0.0%
|
- |
|
VBR
|
US |
VANGUARD SMALL-CAP VALUE ETF |
35,515 |
$7M |
2.41% |
-36.5%
|
- |
|
NYF
|
US |
ISHARES NEW YORK MUNI BOND E |
112,800 |
$6M |
2.06% |
-
|
- |
|
084990175
|
- |
1/100 BERKSHIRE HATHAWAY CL A |
800 |
$5M |
1.87% |
-55.6%
|
- |
|
IWN
|
US |
ISHARES RUSSELL 2000 VALUE E |
26,785 |
$4M |
1.51% |
0.0%
|
- |
|
JMST
|
US |
JPM ULTRA-SHORT MUNI INCOME |
83,265 |
$4M |
1.45% |
163.5%
|
- |
|
VOE
|
US |
VANGUARD MID-CAP VALUE ETF |
25,665 |
$4M |
1.42% |
-48.5%
|
- |