|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
180,239 |
$106M |
14.63% |
9.8%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
96,893 |
$57M |
7.83% |
-0.9%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
814,395 |
$51M |
7.00% |
7.8%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
53 |
$36M |
4.98% |
-5.4%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
480,786 |
$34M |
4.66% |
149.0%
|
- |
|
ESGV
|
US |
VANGUARD ESG US STOCK ETF |
311,510 |
$33M |
4.51% |
0.1%
|
- |
|
DBEF
|
US |
XTRACKERS MSCI EAFE HEDGED E |
720,466 |
$30M |
4.11% |
1.0%
|
- |
|
MDY
|
US |
SPDR S&P MIDCAP 400 ETF TRST |
50,964 |
$29M |
4.00% |
-0.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
197,453 |
$27M |
3.66% |
100.0%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
106,356 |
$26M |
3.52% |
-
|
- |
|
PULS
|
US |
PGIM ULTRA SHORT BOND ETF |
389,686 |
$19M |
2.66% |
459.7%
|
- |
|
TSLA
|
US |
TESLA INC |
43,956 |
$18M |
2.45% |
-12.1%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
79,970 |
$18M |
2.44% |
-1.2%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
146,477 |
$16M |
2.15% |
4.2%
|
- |
|
VGT
|
US |
VANGUARD INFO TECH ETF |
24,004 |
$15M |
2.06% |
-0.2%
|
- |
|
PACS
|
US |
PACS GROUP INC |
1,112,068 |
$15M |
2.01% |
66972.9%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
25,517 |
$14M |
1.90% |
0.5%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
103,190 |
$12M |
1.64% |
24.8%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
25,593 |
$12M |
1.60% |
-0.8%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
19,054 |
$10M |
1.34% |
0.4%
|
- |