|
AAPL
|
US |
APPLE INC |
369,424 |
$116M |
6.25% |
-50.5%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
12,235 |
$94M |
5.05% |
-92.0%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
1,122,300 |
$81M |
4.35% |
15.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
89,208 |
$77M |
4.17% |
-52.2%
|
- |
|
IWY
|
US |
ISHARES RUSSELL TOP 200 GROW |
86,103 |
$58M |
3.11% |
-62.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
29,034 |
$41M |
2.19% |
-86.3%
|
- |
|
ORCL
|
US |
ORACLE CORP |
6,367 |
$38M |
2.06% |
-97.4%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
5,094 |
$34M |
1.83% |
-96.5%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
668,370 |
$32M |
1.72% |
9.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
7,460 |
$31M |
1.65% |
-89.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
32,998 |
$30M |
1.64% |
-76.7%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
58,476 |
$29M |
1.59% |
-60.6%
|
- |
|
MRK
|
US |
MERCK & CO. INC. |
39,189 |
$24M |
1.30% |
-84.3%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
67,107 |
$24M |
1.29% |
-86.0%
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
34,176 |
$24M |
1.28% |
-91.6%
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
90,303 |
$23M |
1.24% |
9.8%
|
- |
|
HD
|
US |
HOME DEPOT INC |
13,367 |
$20M |
1.10% |
-74.9%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
18,016 |
$19M |
1.01% |
-86.4%
|
- |
|
COWZ
|
US |
PACER US CASH COWS 100 ETF |
64,800 |
$17M |
0.92% |
-76.8%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
33,843 |
$17M |
0.92% |
-11.5%
|
- |