|
VB
|
US |
VANGUARD SMALL-CAP ETF |
146,997 |
$35M |
23.84% |
-0.8%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
64,340 |
$35M |
23.40% |
-2.0%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
493,253 |
$24M |
15.92% |
6.4%
|
- |
|
STX
|
US |
SEAGATE TECHNOLOGY HOLDINGS |
84,126 |
$7M |
4.90% |
-11.8%
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
26,273 |
$7M |
4.50% |
-0.3%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
7,809 |
$5M |
3.10% |
-0.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
7,448 |
$3M |
2.28% |
-3.7%
|
- |
|
VEU
|
US |
VANGUARD FTSE ALL-WORLD EX-U |
53,293 |
$3M |
2.07% |
0.9%
|
- |
|
MTX
|
US |
MINERALS TECHNOLOGIES INC |
35,997 |
$3M |
1.85% |
-25.8%
|
- |
|
AAPL
|
US |
APPLE INC |
7,208 |
$2M |
1.22% |
-1.9%
|
- |
|
CCI
|
US |
CROWN CASTLE INC |
18,450 |
$2M |
1.13% |
-1.6%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
8,180 |
$2M |
1.05% |
-2.4%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,157 |
$1M |
0.90% |
-0.5%
|
- |
|
KHC
|
US |
KRAFT HEINZ CO/THE |
37,571 |
$1M |
0.78% |
-5.4%
|
- |
|
RVTY
|
US |
REVVITY INC |
9,339 |
$1M |
0.70% |
-
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
9,133 |
$1M |
0.66% |
-1.4%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
2,177 |
$1M |
0.60% |
1.4%
|
- |
|
ESML
|
US |
ISHARES ESG AWARE MSCI USA S |
20,130 |
$1M |
0.57% |
8.1%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
14,193 |
$1M |
0.56% |
1.6%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
1,355 |
$1M |
0.54% |
-2.8%
|
- |