|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
23,944 |
$14M |
6.61% |
2.1%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
22,119 |
$13M |
6.08% |
-7.8%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
52,254 |
$10M |
4.80% |
1.1%
|
- |
|
AAPL
|
US |
APPLE INC |
28,329 |
$7M |
3.33% |
0.5%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
100,054 |
$6M |
2.92% |
-2.8%
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
121,645 |
$6M |
2.83% |
14.4%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
51,768 |
$6M |
2.80% |
1.5%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
225,899 |
$5M |
2.46% |
164.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
11,359 |
$5M |
2.25% |
-0.7%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
159,187 |
$4M |
2.08% |
291.8%
|
- |
|
GNMA
|
US |
ISHARES GNMA BOND ETF |
85,663 |
$4M |
1.73% |
7.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
23,477 |
$3M |
1.48% |
-12.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
14,557 |
$3M |
1.29% |
-6.6%
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
9,230 |
$3M |
1.29% |
-6.4%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
37,206 |
$3M |
1.23% |
-11.3%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
18,195 |
$3M |
1.23% |
-1.7%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
10,838 |
$3M |
1.22% |
-5.2%
|
- |
|
IGSB
|
US |
ISHARES 1-5Y INV GRADE CORP |
47,571 |
$2M |
1.15% |
0.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
10,902 |
$2M |
1.12% |
-5.9%
|
- |
|
HEFA
|
US |
ISHA CURR HEDGED MSCI EAFE |
67,923 |
$2M |
1.11% |
22.9%
|
- |