|
VUG
|
US |
VANGUARD GROWTH ETF |
46,165 |
$19M |
6.76% |
7.1%
|
- |
|
VGT
|
US |
VANGUARD INFO TECH ETF |
28,456 |
$18M |
6.31% |
6.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
41,938 |
$18M |
6.30% |
3.8%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
78,999 |
$13M |
4.77% |
1.7%
|
- |
|
VV
|
US |
VANGUARD LARGE-CAP ETF |
45,865 |
$12M |
4.41% |
2.0%
|
- |
|
AAPL
|
US |
APPLE INC |
45,649 |
$11M |
4.08% |
1.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
48,821 |
$11M |
3.82% |
-2.5%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
379,581 |
$11M |
3.77% |
305.5%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
36,982 |
$9M |
3.17% |
15.5%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
39,760 |
$8M |
2.68% |
23.2%
|
- |
|
VBR
|
US |
VANGUARD SMALL-CAP VALUE ETF |
35,966 |
$7M |
2.54% |
4.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
46,337 |
$6M |
2.22% |
-2.2%
|
- |
|
ETN
|
US |
EATON CORP PLC |
18,434 |
$6M |
2.18% |
-11.2%
|
- |
|
VBK
|
US |
VANGUARD SMALL-CAP GRWTH ETF |
21,459 |
$6M |
2.14% |
3.1%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
309,291 |
$6M |
2.04% |
106.7%
|
- |
|
GS
|
US |
GOLDMAN SACHS GROUP INC |
9,254 |
$5M |
1.89% |
9.0%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
6,422 |
$5M |
1.77% |
51.9%
|
- |
|
BLV
|
US |
VANGUARD LONG-TERM BOND ETF |
71,673 |
$5M |
1.75% |
10.7%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
15,159 |
$5M |
1.71% |
3.8%
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
61,512 |
$5M |
1.64% |
8.7%
|
- |