|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
463,812 |
$28M |
9.42% |
22.6%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
191,079 |
$24M |
8.08% |
22.3%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
55,428 |
$23M |
7.54% |
27.2%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
710,433 |
$19M |
6.43% |
271.8%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
29,872 |
$18M |
5.82% |
43.9%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
559,824 |
$16M |
5.17% |
386.7%
|
- |
|
SPTS
|
US |
SPDR PORT SHRT TRM TRSRY |
507,909 |
$15M |
4.88% |
88.1%
|
- |
|
AAPL
|
US |
APPLE INC |
46,363 |
$12M |
3.85% |
5.3%
|
- |
|
SDVY
|
US |
FIRST TRUST SMID CAP RISING |
285,370 |
$10M |
3.39% |
30.7%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
43,802 |
$9M |
2.84% |
21.0%
|
- |
|
VIGI
|
US |
VANGUARD INT DIV APP INDX FD |
101,739 |
$8M |
2.70% |
36.6%
|
- |
|
GJUL
|
US |
FT VEST US EQUITY MODERATE B |
218,888 |
$8M |
2.66% |
100.0%
|
- |
|
FTCS
|
US |
FIRST TRUST CAPITAL STRENGTH |
70,434 |
$6M |
2.05% |
43.1%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
12,901 |
$6M |
1.94% |
2.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
12,645 |
$5M |
1.77% |
10.3%
|
- |
|
CATH
|
US |
GLOBAL X S&P 500 CA VAL ETF |
73,300 |
$5M |
1.72% |
-4.1%
|
- |
|
VGT
|
US |
VANGUARD INFO TECH ETF |
7,706 |
$5M |
1.59% |
15.6%
|
- |
|
SPTM
|
US |
SPDR PORTFOLIO S&P 1500 COMP |
62,752 |
$4M |
1.48% |
26.8%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
22,350 |
$4M |
1.40% |
6.2%
|
- |
|
PH
|
US |
PARKER HANNIFIN CORP |
6,362 |
$4M |
1.34% |
5.8%
|
- |