|
IVOV
|
US |
VANGUARD S&P MID-CAP 400 VAL |
123,122 |
$12M |
8.06% |
-0.1%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
42,099 |
$8M |
5.65% |
0.3%
|
- |
|
AAPL
|
US |
APPLE INC |
27,625 |
$7M |
4.74% |
7.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
12,661 |
$5M |
3.66% |
-4.5%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
9,362 |
$4M |
2.77% |
17.6%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
15,133 |
$4M |
2.49% |
-1.9%
|
- |
|
VUSB
|
US |
VANGUARD ULTRA SHORT BOND ET |
69,068 |
$3M |
2.35% |
100.0%
|
- |
|
ADP
|
US |
AUTOMATIC DATA PROCESSING |
11,491 |
$3M |
2.30% |
-3.0%
|
- |
|
HD
|
US |
HOME DEPOT INC |
7,304 |
$3M |
1.95% |
-9.0%
|
- |
|
VSS
|
US |
VANGUARD FTSE ALL WO X-US SC |
23,576 |
$3M |
1.85% |
4.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
13,405 |
$3M |
1.74% |
-12.7%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
17,510 |
$2M |
1.61% |
0.3%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
37,825 |
$2M |
1.53% |
-
|
- |
|
ABBV
|
US |
ABBVIE INC |
12,436 |
$2M |
1.51% |
-4.3%
|
- |
|
DVY
|
US |
ISHARES SELECT DIVIDEND ETF |
15,170 |
$2M |
1.36% |
-11.1%
|
- |
|
SDY
|
US |
SPDR S&P DIVIDEND ETF |
14,889 |
$2M |
1.35% |
0.0%
|
- |
|
CL
|
US |
COLGATE-PALMOLIVE CO |
20,651 |
$2M |
1.29% |
0.6%
|
- |
|
WMT
|
US |
WALMART INC |
19,647 |
$2M |
1.22% |
-8.0%
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
7,117 |
$2M |
1.18% |
-1.8%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
11,950 |
$2M |
1.18% |
-3.2%
|
- |