|
AAPL
|
US |
APPLE INC |
1,786,651 |
$447M |
4.96% |
1.2%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
546,796 |
$295M |
3.26% |
5.8%
|
- |
|
LII
|
US |
LENNOX INTERNATIONAL INC |
435,548 |
$265M |
2.94% |
100.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
1,966,527 |
$264M |
2.93% |
-5.4%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
551,174 |
$232M |
2.57% |
39269.6%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
286,548 |
$169M |
1.87% |
2.1%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
628,371 |
$166M |
1.84% |
0.3%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
867,344 |
$147M |
1.63% |
1.1%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
6,184,920 |
$143M |
1.59% |
190.0%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
304,392 |
$138M |
1.53% |
-0.8%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
331,491 |
$136M |
1.51% |
0.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
555,629 |
$122M |
1.35% |
-3.4%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
178,001 |
$104M |
1.16% |
49.3%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
3,482,685 |
$97M |
1.08% |
334.8%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
390,506 |
$94M |
1.04% |
0.1%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
321,224 |
$93M |
1.03% |
1.1%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
231,401 |
$93M |
1.03% |
10.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
471,277 |
$89M |
0.99% |
-4.2%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
1,248,014 |
$90M |
0.99% |
6.7%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
908,777 |
$88M |
0.98% |
9.7%
|
- |