|
AAPL
|
US |
APPLE INC |
54,348 |
$14M |
8.66% |
23.9%
|
- |
|
IUSB
|
US |
ISHARES CORE TOTAL BOND ETF |
285,180 |
$13M |
8.20% |
1279.2%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
16,261 |
$10M |
6.06% |
36.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
45,641 |
$6M |
3.90% |
1.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
14,008 |
$6M |
3.76% |
-1.9%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
7,125 |
$6M |
3.50% |
-1.0%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
90,547 |
$4M |
2.75% |
316.9%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
12,736 |
$4M |
2.35% |
137.9%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
58,204 |
$4M |
2.31% |
107.1%
|
- |
|
FBNC
|
US |
FIRST BANCORP/NC |
72,921 |
$3M |
2.04% |
100.0%
|
- |
|
DUK
|
US |
DUKE ENERGY CORP |
26,868 |
$3M |
1.84% |
-0.9%
|
- |
|
AJG
|
US |
ARTHUR J GALLAGHER & CO |
9,599 |
$3M |
1.73% |
-
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
4,012 |
$2M |
1.50% |
791.6%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
2,522 |
$2M |
1.47% |
9.7%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
9,804 |
$2M |
1.38% |
25.2%
|
- |
|
SO
|
US |
SOUTHERN CO/THE |
24,984 |
$2M |
1.31% |
12.0%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
11,214 |
$2M |
1.20% |
0.3%
|
- |
|
SPLV
|
US |
INVESCO S&P 500 LOW VOLATILI |
24,281 |
$2M |
1.08% |
-
|
- |
|
VEU
|
US |
VANGUARD FTSE ALL-WORLD EX-U |
28,165 |
$2M |
1.03% |
142.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
7,050 |
$2M |
0.98% |
1.8%
|
- |