|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
59,756 |
$35M |
9.77% |
4.1%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
105,248 |
$18M |
5.12% |
3.4%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
29,631 |
$17M |
4.82% |
-0.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
33,759 |
$15M |
4.25% |
-0.5%
|
- |
|
BKLC
|
US |
BNY MELLON US LRG CAP COR |
130,518 |
$15M |
4.06% |
11.0%
|
- |
|
AAPL
|
US |
APPLE INC |
55,285 |
$14M |
3.85% |
-0.8%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
24,004 |
$12M |
3.41% |
8.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
51,051 |
$11M |
3.11% |
0.9%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
53,943 |
$7M |
2.01% |
1.3%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
55,240 |
$7M |
1.96% |
2.0%
|
- |
|
IGM
|
US |
ISHARES EXPANDED TECH SECTOR |
68,979 |
$7M |
1.96% |
0.2%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
32,337 |
$6M |
1.71% |
-1.1%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
29,414 |
$6M |
1.60% |
2.4%
|
- |
|
IYW
|
US |
ISHARES USTECHNOLOGY ETF |
35,328 |
$6M |
1.57% |
-1.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
12,943 |
$5M |
1.52% |
1.9%
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
20,783 |
$5M |
1.40% |
3.1%
|
- |
|
BTT
|
US |
BLACKROCK 2030 MUNI TRGT TRM |
233,521 |
$5M |
1.34% |
-4.1%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
15,905 |
$5M |
1.28% |
-0.4%
|
- |
|
USMV
|
US |
ISHARES MSCI USA MIN VOL FAC |
50,592 |
$4M |
1.25% |
4.3%
|
- |
|
EMR
|
US |
EMERSON ELECTRIC CO |
36,180 |
$4M |
1.25% |
0.0%
|
- |