|
AAPL
|
US |
APPLE INC |
49,338 |
$12M |
7.34% |
-4.0%
|
- |
|
CL
|
US |
COLGATE-PALMOLIVE CO |
126,245 |
$11M |
6.82% |
-0.5%
|
- |
|
AVDV
|
US |
AVANTIS INTL S/C VALUE ETF |
91,990 |
$6M |
3.56% |
5.6%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
114,092 |
$5M |
3.24% |
48.8%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
41,504 |
$5M |
3.15% |
-1.3%
|
- |
|
IVLU
|
US |
ISHARES MSCI INTERNATIONAL V |
184,033 |
$5M |
2.97% |
9.7%
|
- |
|
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
51,150 |
$5M |
2.93% |
4.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
9,100 |
$4M |
2.28% |
-5.0%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
18,803 |
$4M |
2.19% |
-4.1%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
6,215 |
$4M |
2.17% |
-10.3%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
28,352 |
$3M |
1.94% |
14.7%
|
- |
|
AVEM
|
US |
AVANTIS EMERGING MARKETS EQ |
50,634 |
$3M |
1.77% |
-0.4%
|
- |
|
IRM
|
US |
IRON MOUNTAIN INC |
25,174 |
$3M |
1.57% |
-6.8%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
49,373 |
$3M |
1.53% |
19.1%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
23,723 |
$3M |
1.52% |
-2.8%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
42,679 |
$2M |
1.46% |
59.5%
|
- |
|
VYMI
|
US |
VANGUARD INT HIGH DVD YLD IN |
35,692 |
$2M |
1.44% |
5.0%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
38,595 |
$2M |
1.43% |
19.4%
|
- |
|
WMT
|
US |
WALMART INC |
26,206 |
$2M |
1.41% |
-23.6%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
9,857 |
$2M |
1.40% |
-4.7%
|
- |