|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
79,214 |
$46M |
29.80% |
-3.5%
|
- |
|
EFA
|
US |
ISHARES MSCI EAFE ETF |
109,086 |
$8M |
5.29% |
-3.7%
|
- |
|
SUB
|
US |
ISHARES SHORT-TERM NATIONAL |
67,550 |
$7M |
4.57% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
26,964 |
$6M |
3.80% |
-23.0%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
53,522 |
$6M |
3.66% |
-0.5%
|
- |
|
SHM
|
US |
SPDR NUVEEN BLOOMBERG SHORT |
101,601 |
$5M |
3.09% |
-7.0%
|
- |
|
AAPL
|
US |
APPLE INC |
18,485 |
$5M |
2.97% |
-49.6%
|
- |
|
SHY
|
US |
ISHARES 1-3 YEAR TREASURY BO |
53,371 |
$4M |
2.81% |
-
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
17,296 |
$4M |
2.45% |
-
|
- |
|
XLK
|
US |
TECHNOLOGY SELECT SECT SPDR |
15,067 |
$4M |
2.25% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
5,720 |
$3M |
2.15% |
-8.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
7,206 |
$3M |
1.95% |
-9.5%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
15,179 |
$3M |
1.86% |
-
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
45,985 |
$3M |
1.84% |
-21.1%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
34,236 |
$3M |
1.70% |
0.0%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
26,369 |
$3M |
1.64% |
0.1%
|
- |
|
MO
|
US |
ALTRIA GROUP INC |
46,409 |
$2M |
1.56% |
-49.8%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
13,762 |
$2M |
1.50% |
-35.1%
|
- |
|
VCSH
|
US |
VANGUARD S/T CORP BOND ETF |
28,459 |
$2M |
1.42% |
-
|
- |
|
IEI
|
US |
ISHARES 3-7 YEAR TREASURY BO |
15,831 |
$2M |
1.17% |
-
|
- |