|
VUG
|
US |
VANGUARD GROWTH ETF |
23,354 |
$10M |
4.79% |
0.0%
|
- |
|
ITOT
|
US |
ISHARES CORE S&P TOTAL U.S. |
74,084 |
$10M |
4.76% |
4.4%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
304,428 |
$8M |
4.16% |
200.9%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
46,933 |
$8M |
3.97% |
-1.5%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
44,623 |
$8M |
3.97% |
-1.2%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
83,153 |
$8M |
3.85% |
-0.9%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
31,563 |
$8M |
3.79% |
-0.7%
|
- |
|
DFAX
|
US |
DIMENSIONAL WORLD EX US CORE |
248,651 |
$6M |
3.09% |
2.6%
|
- |
|
VIGI
|
US |
VANGUARD INT DIV APP INDX FD |
64,813 |
$5M |
2.59% |
-0.1%
|
- |
|
SCHY
|
US |
SCHWAB INTERNATIONAL DVD ETF |
218,820 |
$5M |
2.53% |
4.9%
|
- |
|
BITB
|
US |
BITWISE BITCOIN ETF |
91,604 |
$5M |
2.33% |
3.2%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
64,078 |
$5M |
2.30% |
2.0%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
11,540 |
$3M |
1.67% |
24.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
7,877 |
$3M |
1.66% |
-0.4%
|
- |
|
FBND
|
US |
FIDELITY TOTAL BOND ETF |
71,708 |
$3M |
1.61% |
-0.9%
|
- |
|
HD
|
US |
HOME DEPOT INC |
7,903 |
$3M |
1.54% |
-0.6%
|
- |
|
AVGO
|
US |
BROADCOM INC |
12,853 |
$3M |
1.49% |
5.2%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
11,623 |
$3M |
1.39% |
-3.7%
|
- |
|
SCHZ
|
US |
SCHWAB US AGGREGATE BOND ETF |
103,630 |
$2M |
1.18% |
100.0%
|
- |
|
DFAU
|
US |
DIMENSIONAL US CORE EQUITY M |
53,867 |
$2M |
1.09% |
10.2%
|
- |