|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
572,905 |
$16M |
7.76% |
319.3%
|
- |
|
AAPL
|
US |
APPLE INC |
57,053 |
$14M |
6.94% |
-7.9%
|
- |
|
AFL
|
US |
AFLAC INC |
126,260 |
$13M |
6.35% |
100.0%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
428,730 |
$12M |
5.69% |
245.7%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
209,199 |
$11M |
5.12% |
9.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
77,675 |
$10M |
5.07% |
-2.4%
|
- |
|
OSEA
|
US |
HARBOR INTL COMPOUNDERS ETF |
361,998 |
$9M |
4.55% |
100.0%
|
- |
|
FLOT
|
US |
ISHARES FLOATING RATE BOND E |
124,980 |
$6M |
3.09% |
-13.0%
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
218,865 |
$6M |
2.77% |
200.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
24,447 |
$5M |
2.61% |
-20.2%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
7,978 |
$5M |
2.28% |
1.0%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
24,958 |
$4M |
2.13% |
18.6%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
10,854 |
$4M |
2.12% |
0.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
8,735 |
$4M |
1.79% |
1.8%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
21,560 |
$4M |
1.77% |
-1.5%
|
- |
|
SCHA
|
US |
SCHWAB US SMALL-CAP ETF |
120,913 |
$3M |
1.52% |
99.3%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
11,455 |
$3M |
1.33% |
-0.3%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
4,462 |
$3M |
1.27% |
-4.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
4,430 |
$3M |
1.26% |
12.0%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
13,415 |
$3M |
1.24% |
-1.3%
|
- |