|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
27,140 |
$16M |
9.01% |
8.3%
|
- |
|
AAPL
|
US |
APPLE INC |
63,478 |
$16M |
9.00% |
-2.8%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
506,215 |
$14M |
7.99% |
298.7%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
57,896 |
$8M |
4.40% |
-5.7%
|
- |
|
VCRB
|
US |
VANGUARD CORE BOND ETF |
99,095 |
$8M |
4.25% |
-6.2%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
33,461 |
$7M |
3.71% |
-21.6%
|
- |
|
SCHI
|
US |
SCHWAB 5-10 YEAR CORPORATE B |
277,829 |
$6M |
3.47% |
103.4%
|
- |
|
TSLA
|
US |
TESLA INC |
12,913 |
$5M |
2.95% |
-20.4%
|
- |
|
BX
|
US |
BLACKSTONE INC |
28,777 |
$5M |
2.81% |
-7.7%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
20,930 |
$4M |
2.26% |
24.9%
|
- |
|
FNDF
|
US |
SCHWAB FNDMN INTL LRG CO ETF |
118,068 |
$4M |
2.22% |
-7.0%
|
- |
|
SCHQ
|
US |
SCHWAB LONG-TERM US TREASURY |
123,441 |
$4M |
2.20% |
2.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
17,592 |
$4M |
2.19% |
5.1%
|
- |
|
CGDV
|
US |
CAP GROUP DIVIDEND VALUE |
106,014 |
$4M |
2.12% |
23.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
7,483 |
$3M |
1.79% |
1.2%
|
- |
|
SMH
|
US |
VANECK SEMICONDUCTOR ETF |
11,347 |
$3M |
1.56% |
-2.8%
|
- |
|
FNDB
|
US |
SCHWAB FNDMNTL US BRD MR ETF |
118,651 |
$3M |
1.56% |
220.2%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
4,850 |
$2M |
1.40% |
-55.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
11,882 |
$2M |
1.27% |
9.9%
|
- |
|
CRM
|
US |
SALESFORCE INC |
6,325 |
$2M |
1.20% |
-12.5%
|
- |