|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
964,702 |
$59M |
22.03% |
-0.8%
|
- |
|
CI
|
US |
THE CIGNA GROUP |
125,875 |
$35M |
12.94% |
-
|
- |
|
IBDU
|
US |
ISHARES IBONDS DEC 2029 TERM |
698,211 |
$16M |
5.93% |
8.4%
|
- |
|
IBDS
|
US |
ISHRS IBNDS DEC 27 CORP ETF |
661,035 |
$16M |
5.90% |
9.0%
|
- |
|
FNDF
|
US |
SCHWAB FNDMN INTL LRG CO ETF |
396,009 |
$13M |
4.90% |
-0.2%
|
- |
|
FNDA
|
US |
SCHWAB FNDMNTL US SM CO ETF |
357,314 |
$11M |
3.95% |
102.4%
|
- |
|
FNDE
|
US |
SCHWAB FNDMNTL EM MRK EQ ETF |
313,745 |
$9M |
3.39% |
3.3%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
154,668 |
$7M |
2.54% |
0.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
30,697 |
$7M |
2.51% |
5.3%
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
197,642 |
$7M |
2.51% |
-12.9%
|
- |
|
AVDV
|
US |
AVANTIS INTL S/C VALUE ETF |
100,725 |
$7M |
2.44% |
0.5%
|
- |
|
IGV
|
US |
ISHARES EXPANDED TECH-SOFTWA |
56,213 |
$6M |
2.10% |
0.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
29,470 |
$6M |
2.08% |
0.4%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
28,041 |
$5M |
2.04% |
-0.3%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
8,222 |
$5M |
1.80% |
-0.7%
|
- |
|
DUK
|
US |
DUKE ENERGY CORP |
37,048 |
$4M |
1.49% |
5.4%
|
- |
|
VGSH
|
US |
VANGUARD SHORT-TERM TREASURY |
66,853 |
$4M |
1.45% |
100.0%
|
- |
|
SCHC
|
US |
SCHWAB INTL SMALL-CAP EQUITY |
111,628 |
$4M |
1.43% |
0.2%
|
- |
|
AAPL
|
US |
APPLE INC |
14,278 |
$4M |
1.33% |
0.9%
|
- |
|
VZ
|
US |
VERIZON COMMUNICATIONS INC |
87,841 |
$4M |
1.31% |
3.5%
|
- |