|
AAPL
|
US |
APPLE INC |
58,227 |
$15M |
4.38% |
-81.8%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
18 |
$12M |
3.68% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
19,831 |
$8M |
2.51% |
-79.1%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
286,500 |
$8M |
2.40% |
320.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
51,421 |
$7M |
2.07% |
-82.9%
|
- |
|
AVGO
|
US |
BROADCOM INC |
28,328 |
$7M |
1.97% |
-70.7%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
92,435 |
$5M |
1.60% |
-1.1%
|
- |
|
SRLN
|
US |
SPDR BLACKSTONE SENIOR LOAN |
125,590 |
$5M |
1.57% |
13.2%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
18,438 |
$4M |
1.33% |
-64.5%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
7,454 |
$4M |
1.31% |
-85.3%
|
- |
|
EPS
|
US |
WISDOMTREE US LARGE CAP FUND |
65,357 |
$4M |
1.20% |
-6.8%
|
- |
|
TSLA
|
US |
TESLA INC |
9,498 |
$4M |
1.15% |
-77.2%
|
- |
|
PTLC
|
US |
PACER TRENDPILOT US LARGE CA |
68,752 |
$4M |
1.10% |
86.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
16,291 |
$4M |
1.07% |
-89.3%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
72,726 |
$3M |
1.04% |
-35.5%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
15,418 |
$3M |
1.02% |
-8.1%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
18,876 |
$3M |
1.01% |
-60.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
7,067 |
$3M |
0.96% |
-92.7%
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
41,477 |
$3M |
0.93% |
27.2%
|
- |
|
SCHP
|
US |
SCHWAB U.S. TIPS ETF |
117,012 |
$3M |
0.91% |
230.5%
|
- |