|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
39,087 |
$23M |
11.60% |
-2.7%
|
- |
|
VGIT
|
US |
VANGUARD INTERMEDIATE-TERM T |
357,669 |
$21M |
10.46% |
4.2%
|
- |
|
XBMEX
|
US |
BLACKROCK HEALTH SCIENCES |
320,242 |
$12M |
6.12% |
-3.8%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
22,153 |
$12M |
5.83% |
-1.3%
|
- |
|
AVLV
|
US |
AVANTIS US LARGE CAP VALUE |
167,383 |
$11M |
5.63% |
-1.3%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
134,002 |
$9M |
4.75% |
2.0%
|
- |
|
AAPL
|
US |
APPLE INC |
33,787 |
$8M |
4.27% |
-0.9%
|
- |
|
JMOM
|
US |
JPMORGAN US MOMENTUM FACTOR |
141,679 |
$8M |
4.16% |
-1.8%
|
- |
|
AVGE
|
US |
AVANTIS ALL EQTY MRKTS ETF |
108,226 |
$8M |
3.95% |
-0.6%
|
- |
|
VTIP
|
US |
VANGUARD SHORT-TERM TIPS |
145,954 |
$7M |
3.56% |
6.4%
|
- |
|
LRGF
|
US |
ISHARES US EQUITY FACTOR ETF |
100,158 |
$6M |
3.05% |
0.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
10,677 |
$5M |
2.44% |
-0.4%
|
- |
|
VONE
|
US |
VANGUARD RUSSELL 1000 |
16,996 |
$5M |
2.29% |
-1.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
18,382 |
$4M |
2.03% |
0.0%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
62,167 |
$3M |
1.64% |
-5.5%
|
- |
|
AMGN
|
US |
AMGEN INC |
12,118 |
$3M |
1.59% |
-1.9%
|
- |
|
BIL
|
US |
SPDR BLOOMBERG 1-3 MONTH T-B |
27,372 |
$3M |
1.26% |
100.0%
|
- |
|
GRMN
|
US |
GARMIN LTD |
11,650 |
$2M |
1.21% |
-0.6%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
48,395 |
$2M |
1.17% |
1.8%
|
- |
|
VFMO
|
US |
VANGUARD US MOMENTUM FACTOR |
12,640 |
$2M |
1.05% |
-3.0%
|
- |