|
VOO
|
US |
VANGUARD S&P 500 ETF |
123,047 |
$66M |
26.38% |
2.4%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
42,665 |
$18M |
6.97% |
0.6%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
14,999 |
$9M |
3.51% |
102.4%
|
- |
|
VCRB
|
US |
VANGUARD CORE BOND ETF |
98,066 |
$7M |
2.96% |
-1.7%
|
- |
|
SPIB
|
US |
SPDR PORT INT CORP BOND ETF |
197,904 |
$6M |
2.58% |
65.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
12,254 |
$6M |
2.21% |
-6.7%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
19,919 |
$5M |
1.90% |
12.1%
|
- |
|
TSLA
|
US |
TESLA INC |
11,791 |
$5M |
1.89% |
11.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
10,271 |
$4M |
1.72% |
3.2%
|
- |
|
AAPL
|
US |
APPLE INC |
15,381 |
$4M |
1.53% |
2.4%
|
- |
|
AVGO
|
US |
BROADCOM INC |
15,208 |
$4M |
1.40% |
-4.9%
|
- |
|
BOXX
|
US |
ALPHA ARCHITECT 1-3 MNTH BOX |
30,437 |
$3M |
1.34% |
-44.6%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
142,791 |
$3M |
1.32% |
176.1%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
46,331 |
$3M |
1.30% |
47.8%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
11,283 |
$3M |
1.30% |
-1.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
16,712 |
$3M |
1.26% |
3.9%
|
- |
|
JQUA
|
US |
JPMORGAN US QUALITY FACTOR |
55,348 |
$3M |
1.26% |
-37.3%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
14,257 |
$3M |
1.24% |
0.8%
|
- |
|
IUSB
|
US |
ISHARES CORE TOTAL BOND ETF |
59,874 |
$3M |
1.08% |
72.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
20,229 |
$3M |
1.08% |
-3.8%
|
- |