|
SCHZ
|
US |
SCHWAB US AGGREGATE BOND ETF |
1,139,786 |
$26M |
14.79% |
186.6%
|
- |
|
SHYG
|
US |
ISHARES 0-5 YR HY CORP BOND |
589,614 |
$25M |
14.49% |
76.8%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
122,826 |
$25M |
14.29% |
23.7%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
44,257 |
$25M |
14.05% |
4.5%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
40,340 |
$21M |
12.20% |
0.7%
|
- |
|
USMV
|
US |
ISHARES MSCI USA MIN VOL FAC |
126,417 |
$12M |
6.72% |
1.7%
|
- |
|
COWZ
|
US |
PACER US CASH COWS 100 ETF |
183,182 |
$10M |
5.99% |
3.1%
|
- |
|
AAPL
|
US |
APPLE INC |
19,028 |
$5M |
2.58% |
3.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
4,612 |
$2M |
1.25% |
1.3%
|
- |
|
IWV
|
US |
ISHARES RUSSELL 3000 ETF |
5,190 |
$2M |
1.02% |
0.3%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
6,800 |
$2M |
0.89% |
4.1%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
3,597 |
$2M |
0.87% |
0.1%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
5,174 |
$1M |
0.82% |
-0.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,018 |
$1M |
0.71% |
15.9%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
7,911 |
$1M |
0.59% |
-23.4%
|
- |
|
ESGU
|
US |
ISHARES ESG AWARE MSCI USA |
7,610 |
$1M |
0.58% |
-21.5%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
5,387 |
$1M |
0.57% |
280.2%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
2,775 |
$1M |
0.56% |
10.8%
|
- |
|
AVGO
|
US |
BROADCOM INC |
4,087 |
$1M |
0.55% |
-20.1%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
8,498 |
$1M |
0.52% |
58.3%
|
- |