|
VUG
|
US |
VANGUARD GROWTH ETF |
73,476 |
$30M |
8.26% |
-1.3%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
211,906 |
$27M |
7.40% |
-0.7%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
34,952 |
$21M |
5.63% |
0.1%
|
- |
|
FBND
|
US |
FIDELITY TOTAL BOND ETF |
406,343 |
$18M |
4.99% |
0.6%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
72,153 |
$17M |
4.75% |
0.9%
|
- |
|
CGXU
|
US |
CAP GROUP INTL FOCUS |
605,539 |
$15M |
4.09% |
1.0%
|
- |
|
AAPL
|
US |
APPLE INC |
59,561 |
$15M |
4.08% |
-2.3%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
26,543 |
$14M |
3.92% |
-1.6%
|
- |
|
CGMS
|
US |
CAP GROUP US MULTI-SECT BOND |
442,334 |
$12M |
3.30% |
3.6%
|
- |
|
VCEB
|
US |
VANGUARD ESG US CORP BOND |
172,646 |
$11M |
2.93% |
1.4%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
50,807 |
$9M |
2.44% |
-0.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
38,348 |
$8M |
2.30% |
-1.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
19,657 |
$8M |
2.27% |
-0.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
61,036 |
$8M |
2.24% |
-3.9%
|
- |
|
TSLA
|
US |
TESLA INC |
19,246 |
$8M |
2.13% |
-2.1%
|
- |
|
NULG
|
US |
NUVEEN ESG LRG-CAP GRW ETF |
86,848 |
$7M |
2.04% |
1.2%
|
- |
|
AVGO
|
US |
BROADCOM INC |
28,262 |
$7M |
1.79% |
-1.5%
|
- |
|
HD
|
US |
HOME DEPOT INC |
13,446 |
$5M |
1.43% |
-0.5%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
9,761 |
$5M |
1.37% |
1.0%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
20,603 |
$5M |
1.35% |
-0.7%
|
- |