|
VOO
|
US |
VANGUARD S&P 500 ETF |
112,249 |
$60M |
45.34% |
0.4%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
123,100 |
$33M |
24.38% |
2.1%
|
- |
|
DFAR
|
US |
DIMENSIONAL US REAL EST ETF |
417,898 |
$10M |
7.29% |
6.9%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
117,174 |
$9M |
6.79% |
6.6%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
14,135 |
$8M |
6.24% |
-5.2%
|
- |
|
AAPL
|
US |
APPLE INC |
11,195 |
$3M |
2.10% |
100.0%
|
- |
|
SHW
|
US |
SHERWIN-WILLIAMS CO/THE |
6,965 |
$2M |
1.78% |
-31.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
4,610 |
$2M |
1.46% |
100.0%
|
- |
|
AOR
|
US |
ISHARES CORE GROWTH ALLOCATI |
13,277 |
$1M |
0.57% |
-4.9%
|
- |
|
VNQ
|
US |
VANGUARD REAL ESTATE ETF |
8,274 |
$1M |
0.55% |
0.8%
|
- |
|
AOA
|
US |
ISHARES CORE AGGRESSIVE ALLO |
7,885 |
$1M |
0.45% |
2.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
2,900 |
$1M |
0.41% |
100.0%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
1,095 |
$0M |
0.37% |
100.0%
|
- |
|
IBM
|
US |
INTL BUSINESS MACHINES CORP |
1,782 |
$0M |
0.29% |
100.0%
|
- |
|
TSLA
|
US |
TESLA INC |
855 |
$0M |
0.26% |
100.0%
|
- |
|
MAS
|
US |
MASCO CORP |
4,272 |
$0M |
0.23% |
-
|
- |
|
ITW
|
US |
ILLINOIS TOOL WORKS |
1,173 |
$0M |
0.22% |
100.0%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
1,149 |
$0M |
0.21% |
100.0%
|
- |
|
LMT
|
US |
LOCKHEED MARTIN CORP |
536 |
$0M |
0.20% |
100.0%
|
- |
|
REGN
|
US |
REGENERON PHARMACEUTICALS |
350 |
$0M |
0.19% |
100.0%
|
- |