|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
31,136 |
$18M |
9.58% |
2.6%
|
- |
|
DIVO
|
US |
AMPLIFY CWP ENHANCED DIVIDEN |
226,612 |
$9M |
4.80% |
4.4%
|
- |
|
TFLO
|
US |
ISHARES TREASURY FLOATING RA |
177,810 |
$9M |
4.69% |
1.7%
|
- |
|
ITOT
|
US |
ISHARES CORE S&P TOTAL U.S. |
64,707 |
$8M |
4.35% |
-6.3%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
354,461 |
$8M |
4.30% |
197.3%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
51,161 |
$6M |
3.08% |
4.0%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
59,341 |
$6M |
3.01% |
-4.5%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
8,559 |
$5M |
2.62% |
-31.0%
|
- |
|
GOVT
|
US |
ISHARES US TREASURY BOND ETF |
176,232 |
$4M |
2.12% |
25.1%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
61,675 |
$4M |
2.01% |
1.0%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
52,364 |
$4M |
1.92% |
3.4%
|
- |
|
IWP
|
US |
ISHARES RUSSELL MID-CAP GROW |
27,621 |
$4M |
1.83% |
282.3%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
66,676 |
$3M |
1.82% |
0.6%
|
- |
|
PAXS
|
US |
PIMCO ACCESS INCOME FUND |
228,241 |
$3M |
1.82% |
0.6%
|
- |
|
PDO
|
US |
PIMCO DYNAMIC INCOME OPPORT |
254,657 |
$3M |
1.81% |
1.4%
|
- |
|
SCHM
|
US |
SCHWAB US MID CAP ETF |
115,741 |
$3M |
1.68% |
198.8%
|
- |
|
SCHA
|
US |
SCHWAB US SMALL-CAP ETF |
113,562 |
$3M |
1.54% |
99.3%
|
- |
|
HTAB
|
US |
HARTFORD SCHRODERS TAX AWARE |
150,072 |
$3M |
1.52% |
-0.5%
|
- |
|
AAPL
|
US |
APPLE INC |
11,238 |
$3M |
1.47% |
3.1%
|
- |
|
MDY
|
US |
SPDR S&P MIDCAP 400 ETF TRST |
4,416 |
$3M |
1.31% |
1.8%
|
- |