|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
225,709 |
$40M |
19.94% |
3.5%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
337,299 |
$23M |
11.73% |
0.9%
|
- |
|
USMV
|
US |
ISHARES MSCI USA MIN VOL FAC |
191,357 |
$17M |
8.57% |
-12.3%
|
- |
|
SPYV
|
US |
SPDR PORT S&P 500 VALUE |
329,558 |
$17M |
8.50% |
2.3%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
242,254 |
$14M |
7.03% |
4.2%
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
350,881 |
$12M |
6.04% |
3.5%
|
- |
|
XLU
|
US |
UTILITIES SELECT SECTOR SPDR |
155,314 |
$12M |
5.93% |
0.3%
|
- |
|
JEPQ
|
US |
JPM NASDAQ EQUITY PREMIUM |
137,091 |
$8M |
3.90% |
17.8%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
12,172 |
$7M |
3.61% |
-0.2%
|
- |
|
SPYG
|
US |
SPDR PORTFOLIO S&P 500 GROWT |
53,468 |
$5M |
2.37% |
46.3%
|
- |
|
AAPL
|
US |
APPLE INC |
17,804 |
$4M |
2.25% |
-1.1%
|
- |
|
USMC
|
US |
PRINCIPAL US MEGA-CAP ETF |
41,501 |
$2M |
1.26% |
87.9%
|
- |
|
IUSV
|
US |
ISHARES CORE S&P U.S. VALUE |
25,567 |
$2M |
1.19% |
-0.2%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
3 |
$2M |
1.03% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
4,779 |
$2M |
1.02% |
-1.1%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
2,072 |
$2M |
0.96% |
1.4%
|
- |
|
PULS
|
US |
PGIM ULTRA SHORT BOND ETF |
35,520 |
$2M |
0.89% |
39.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
7,944 |
$2M |
0.88% |
0.5%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
3,739 |
$2M |
0.85% |
2.4%
|
- |
|
XLE
|
US |
ENERGY SELECT SECTOR SPDR |
19,791 |
$2M |
0.85% |
-1.7%
|
- |