|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
69,121 |
$41M |
12.10% |
-16.5%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
96,092 |
$13M |
3.85% |
-11.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
48,958 |
$11M |
3.39% |
3.1%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
7,038 |
$6M |
1.93% |
2.8%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
25,953 |
$6M |
1.86% |
0.7%
|
- |
|
AAPL
|
US |
APPLE INC |
23,808 |
$6M |
1.78% |
-7.3%
|
- |
|
IEI
|
US |
ISHARES 3-7 YEAR TREASURY BO |
50,596 |
$6M |
1.75% |
-1.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
13,787 |
$6M |
1.74% |
3.9%
|
- |
|
MCO
|
US |
MOODY'S CORP |
12,219 |
$6M |
1.73% |
1.6%
|
- |
|
ETN
|
US |
EATON CORP PLC |
16,860 |
$6M |
1.67% |
2.4%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
88,080 |
$5M |
1.64% |
-1.1%
|
- |
|
CRM
|
US |
SALESFORCE INC |
15,702 |
$5M |
1.57% |
3.2%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
43,956 |
$5M |
1.51% |
85.8%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
47,810 |
$5M |
1.38% |
1.1%
|
- |
|
LMT
|
US |
LOCKHEED MARTIN CORP |
9,115 |
$4M |
1.32% |
3.0%
|
- |
|
EFA
|
US |
ISHARES MSCI EAFE ETF |
55,208 |
$4M |
1.25% |
4.6%
|
- |
|
IWV
|
US |
ISHARES RUSSELL 3000 ETF |
12,465 |
$4M |
1.24% |
-0.3%
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
46,563 |
$4M |
1.24% |
-2.2%
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
24,629 |
$4M |
1.20% |
0.8%
|
- |
|
COF
|
US |
CAPITAL ONE FINANCIAL CORP |
22,423 |
$4M |
1.19% |
5.6%
|
- |