|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
2,749,443 |
$77M |
16.48% |
314.7%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
2,374,585 |
$54M |
11.59% |
210.0%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
393,301 |
$38M |
8.21% |
1.9%
|
- |
|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
544,345 |
$33M |
7.16% |
1.6%
|
- |
|
AVLV
|
US |
AVANTIS US LARGE CAP VALUE |
487,382 |
$33M |
7.00% |
3.0%
|
- |
|
IGM
|
US |
ISHARES EXPANDED TECH SECTOR |
253,112 |
$26M |
5.57% |
3.0%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
155,565 |
$18M |
3.85% |
8.1%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
54,379 |
$16M |
3.39% |
-1.3%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
490,338 |
$13M |
2.88% |
189.3%
|
- |
|
AAPL
|
US |
APPLE INC |
31,151 |
$8M |
1.64% |
-0.9%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
66,420 |
$7M |
1.53% |
-2.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
42,614 |
$6M |
1.27% |
3.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
10,586 |
$5M |
1.03% |
-0.3%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
8,132 |
$5M |
1.02% |
11.6%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
8,637 |
$5M |
1.00% |
4.5%
|
- |
|
BRO
|
US |
BROWN & BROWN INC |
41,973 |
$4M |
0.91% |
-3.8%
|
- |
|
AFL
|
US |
AFLAC INC |
39,085 |
$4M |
0.86% |
-1.4%
|
- |
|
CTAS
|
US |
CINTAS CORP |
21,786 |
$4M |
0.85% |
-2.9%
|
- |
|
CAT
|
US |
CATERPILLAR INC |
10,653 |
$4M |
0.83% |
-1.7%
|
- |
|
ADP
|
US |
AUTOMATIC DATA PROCESSING |
12,963 |
$4M |
0.81% |
-0.1%
|
- |