|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
77,572 |
$46M |
19.84% |
10.2%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
990,949 |
$28M |
12.00% |
327.8%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
50,379 |
$21M |
8.99% |
7.3%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
357,740 |
$10M |
4.25% |
214.3%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
45,638 |
$9M |
3.88% |
6.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
19,196 |
$8M |
3.52% |
-1.0%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
61,563 |
$8M |
3.41% |
7.0%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
41,413 |
$7M |
3.05% |
7.7%
|
- |
|
AAPL
|
US |
APPLE INC |
27,195 |
$7M |
2.96% |
0.8%
|
- |
|
IBDS
|
US |
ISHRS IBNDS DEC 27 CORP ETF |
249,385 |
$6M |
2.60% |
4.7%
|
- |
|
IBDU
|
US |
ISHARES IBONDS DEC 2029 TERM |
231,740 |
$5M |
2.30% |
6.2%
|
- |
|
IBTJ
|
US |
ISHARES IBONDS DEC 2029 TERM |
245,108 |
$5M |
2.27% |
2.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
35,266 |
$5M |
2.06% |
-5.6%
|
- |
|
IJT
|
US |
ISHARES S&P SMALL-CAP 600 GR |
34,020 |
$5M |
2.00% |
17.8%
|
- |
|
IBTL
|
US |
ISHARES IBONDS DEC 2031 TERM |
210,271 |
$4M |
1.81% |
-0.7%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
169,664 |
$4M |
1.67% |
198.5%
|
- |
|
XLK
|
US |
TECHNOLOGY SELECT SECT SPDR |
16,027 |
$4M |
1.62% |
2.3%
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
12,316 |
$3M |
1.36% |
7.9%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
10,851 |
$3M |
1.13% |
-0.2%
|
- |
|
XLI
|
US |
INDUSTRIAL SELECT SECT SPDR |
19,067 |
$3M |
1.09% |
-1.3%
|
- |