|
AAPL
|
US |
APPLE INC |
161,375 |
$40M |
3.37% |
91.3%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
279,838 |
$38M |
3.13% |
73.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
80,708 |
$34M |
2.83% |
67.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
137,661 |
$30M |
2.52% |
49.4%
|
- |
|
VCIT
|
US |
VANGUARD INT-TERM CORPORATE |
258,287 |
$21M |
1.73% |
6.7%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
34,538 |
$20M |
1.68% |
46.7%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
105,113 |
$20M |
1.66% |
55.9%
|
- |
|
VGIT
|
US |
VANGUARD INTERMEDIATE-TERM T |
293,678 |
$17M |
1.42% |
9.0%
|
- |
|
BNDX
|
US |
VANGUARD TOTAL INTL BOND ETF |
345,273 |
$17M |
1.41% |
6.0%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
326,132 |
$14M |
1.20% |
29.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
60,805 |
$14M |
1.17% |
41.6%
|
- |
|
TSLA
|
US |
TESLA INC |
34,038 |
$14M |
1.15% |
56.9%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
21,872 |
$13M |
1.07% |
137.0%
|
- |
|
SCHC
|
US |
SCHWAB INTL SMALL-CAP EQUITY |
366,588 |
$13M |
1.05% |
7.3%
|
- |
|
WMT
|
US |
WALMART INC |
138,586 |
$13M |
1.04% |
30.8%
|
- |
|
VGSH
|
US |
VANGUARD SHORT-TERM TREASURY |
202,509 |
$12M |
0.98% |
-0.8%
|
- |
|
MBB
|
US |
ISHARES MBS ETF |
126,919 |
$12M |
0.97% |
3.8%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
56,317 |
$11M |
0.93% |
122.4%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
46,233 |
$11M |
0.92% |
-9.5%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
23,851 |
$11M |
0.90% |
31.7%
|
- |