SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
416,656 |
$11M |
7.90% |
204.1%
|
- |
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
351,742 |
$8M |
5.54% |
191.9%
|
- |
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
58,347 |
$6M |
3.91% |
2.1%
|
- |
AAPL
|
US |
APPLE INC |
21,647 |
$5M |
3.76% |
0.2%
|
- |
RSPT
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
142,430 |
$5M |
3.70% |
-3.2%
|
- |
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
9,570 |
$4M |
3.01% |
-2.4%
|
- |
EMB
|
US |
ISHARES JP MORGAN USD EMERGI |
44,297 |
$4M |
2.74% |
4.1%
|
- |
PHB
|
US |
INVESCO FUNDAMENTAL HIGH YIE |
211,545 |
$4M |
2.66% |
3.4%
|
- |
MSFT
|
US |
MICROSOFT CORP |
8,254 |
$3M |
2.42% |
-4.3%
|
- |
CORP
|
US |
PIMCO INV GRADE CORP BD ETF |
33,473 |
$3M |
2.21% |
3.9%
|
- |
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
40,644 |
$3M |
1.98% |
-3.0%
|
- |
IVV
|
US |
ISHARES CORE S&P 500 ETF |
4,327 |
$3M |
1.77% |
-0.2%
|
- |
BIL
|
US |
SPDR BLOOMBERG 1-3 MONTH T-B |
27,078 |
$2M |
1.72% |
-53.4%
|
- |
SCHO
|
US |
SCHWAB SHORT-TERM US TREAS |
100,038 |
$2M |
1.67% |
105.6%
|
- |
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
31,414 |
$2M |
1.65% |
-30.9%
|
- |
GOOGL
|
US |
ALPHABET INC-CL A |
12,100 |
$2M |
1.59% |
-1.4%
|
- |
CASY
|
US |
CASEY'S GENERAL STORES INC |
5,708 |
$2M |
1.57% |
3.7%
|
- |
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
36,742 |
$2M |
1.56% |
0.2%
|
- |
FRDM
|
US |
FREEDOM 100 EMEGING MRKT ETF |
66,953 |
$2M |
1.52% |
10.4%
|
- |
UYLD
|
US |
ANGEL OAK ULTRASHORT INCOME |
38,487 |
$2M |
1.36% |
-4.8%
|
- |