|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
103,623 |
$30M |
3.51% |
3.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
66,608 |
$28M |
3.28% |
0.3%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
184,022 |
$25M |
2.89% |
0.5%
|
- |
|
AAPL
|
US |
APPLE INC |
93,197 |
$23M |
2.73% |
-2.6%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
36,841 |
$22M |
2.52% |
-36.3%
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
370,603 |
$18M |
2.15% |
0.0%
|
- |
|
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
153,258 |
$15M |
1.73% |
4.8%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
194,813 |
$14M |
1.64% |
5.2%
|
- |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
107,588 |
$12M |
1.39% |
-1.5%
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
444,334 |
$12M |
1.36% |
-0.8%
|
- |
|
CHD
|
US |
CHURCH & DWIGHT CO INC |
106,950 |
$11M |
1.31% |
-6.6%
|
- |
|
RTX
|
US |
RTX CORP |
96,718 |
$11M |
1.31% |
-0.3%
|
- |
|
VDE
|
US |
VANGUARD ENERGY ETF |
87,029 |
$11M |
1.23% |
-5.6%
|
- |
|
SGOL
|
US |
ABRDN PHYSICAL GOLD SHARES |
408,158 |
$10M |
1.20% |
-1.0%
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
42,184 |
$10M |
1.19% |
39.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
45,284 |
$10M |
1.16% |
3.4%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
51,792 |
$10M |
1.15% |
4.2%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
10,685 |
$10M |
1.14% |
-1.8%
|
- |
|
BNDX
|
US |
VANGUARD TOTAL INTL BOND ETF |
189,818 |
$9M |
1.09% |
3.6%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
180,955 |
$9M |
1.07% |
0.9%
|
- |