|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
36,865 |
$17M |
5.10% |
-0.5%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
49,010 |
$14M |
4.33% |
-1.7%
|
- |
|
AAPL
|
US |
APPLE INC |
53,542 |
$13M |
4.09% |
-0.7%
|
- |
|
IBDQ
|
US |
ISHARES IBONDS DEC 2025 TERM |
495,562 |
$12M |
3.79% |
973.9%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
174,084 |
$12M |
3.66% |
0.9%
|
- |
|
HD
|
US |
HOME DEPOT INC |
30,547 |
$12M |
3.63% |
3.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
26,074 |
$11M |
3.35% |
1.6%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
58,136 |
$8M |
2.38% |
14.9%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
12,003 |
$7M |
2.16% |
-1.5%
|
- |
|
WMT
|
US |
WALMART INC |
75,789 |
$7M |
2.09% |
1.0%
|
- |
|
GS
|
US |
GOLDMAN SACHS GROUP INC |
10,734 |
$6M |
1.88% |
2.8%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
14,896 |
$6M |
1.83% |
38.6%
|
- |
|
AVGO
|
US |
BROADCOM INC |
24,072 |
$6M |
1.70% |
4.3%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
10,353 |
$5M |
1.66% |
2.3%
|
- |
|
AFL
|
US |
AFLAC INC |
49,564 |
$5M |
1.56% |
1.9%
|
- |
|
GRMN
|
US |
GARMIN LTD |
24,145 |
$5M |
1.52% |
2.6%
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
144,898 |
$5M |
1.51% |
0.8%
|
- |
|
CB
|
US |
CHUBB LTD |
17,532 |
$5M |
1.48% |
1.4%
|
- |
|
FMAR
|
US |
FT VEST US EQUITY BUFFER ETF |
112,308 |
$5M |
1.48% |
-15.1%
|
- |
|
VOE
|
US |
VANGUARD MID-CAP VALUE ETF |
29,359 |
$5M |
1.45% |
12.1%
|
- |