|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
112,352 |
$22M |
19.07% |
-
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
147,017 |
$19M |
16.25% |
2.0%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
187,052 |
$8M |
7.14% |
-
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
161,712 |
$8M |
6.94% |
0.3%
|
- |
|
VNQ
|
US |
VANGUARD REAL ESTATE ETF |
76,025 |
$7M |
5.87% |
-0.2%
|
- |
|
VIGI
|
US |
VANGUARD INT DIV APP INDX FD |
81,423 |
$7M |
5.64% |
-
|
- |
|
VYMI
|
US |
VANGUARD INT HIGH DVD YLD IN |
84,980 |
$6M |
5.00% |
2.5%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
9,305 |
$5M |
4.34% |
3.1%
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
18,267 |
$4M |
3.83% |
-
|
- |
|
IWO
|
US |
ISHARES RUSSELL 2000 GROWTH |
11,810 |
$3M |
2.95% |
-
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
12,476 |
$3M |
2.60% |
9.4%
|
- |
|
VPU
|
US |
VANGUARD UTILITIES ETF |
16,510 |
$3M |
2.34% |
-1.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
5,250 |
$1M |
0.86% |
-0.1%
|
- |
|
VTEC
|
US |
VANGUARD CA TAX-EX BOND |
8,117 |
$1M |
0.70% |
100.0%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
4,075 |
$1M |
0.67% |
-
|
- |
|
CMF
|
US |
ISHARES CALIFORNIA MUNI BOND |
12,868 |
$1M |
0.64% |
-
|
- |
|
NFLX
|
US |
NETFLIX INC |
819 |
$1M |
0.63% |
-3.1%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
2,936 |
$1M |
0.61% |
-9.7%
|
- |
|
SRE
|
US |
SEMPRA |
7,218 |
$1M |
0.55% |
-0.1%
|
- |
|
ET
|
US |
ENERGY TRANSFER LP |
29,782 |
$1M |
0.51% |
94.8%
|
- |