|
IWY
|
US |
ISHARES RUSSELL TOP 200 GROW |
297,290 |
$70M |
12.88% |
0.3%
|
- |
|
AAPL
|
US |
APPLE INC |
239,051 |
$60M |
11.03% |
-1.3%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
53,601 |
$29M |
5.32% |
1.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
41,752 |
$18M |
3.24% |
-0.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
120,262 |
$16M |
2.97% |
-0.3%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
65,949 |
$14M |
2.67% |
-1.2%
|
- |
|
SPYV
|
US |
SPDR PORT S&P 500 VALUE |
227,691 |
$12M |
2.14% |
48.7%
|
- |
|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
177,242 |
$11M |
2.00% |
-2.9%
|
- |
|
IJK
|
US |
ISHARES S&P MID-CAP 400 GROW |
119,498 |
$11M |
2.00% |
1.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
23,741 |
$11M |
1.98% |
0.1%
|
- |
|
FNDF
|
US |
SCHWAB FNDMN INTL LRG CO ETF |
316,945 |
$11M |
1.94% |
20.2%
|
- |
|
DVY
|
US |
ISHARES SELECT DIVIDEND ETF |
73,937 |
$10M |
1.79% |
-2.7%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
17,332 |
$9M |
1.63% |
-0.2%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
21,833 |
$9M |
1.62% |
-4.2%
|
- |
|
VOE
|
US |
VANGUARD MID-CAP VALUE ETF |
51,440 |
$8M |
1.53% |
24.3%
|
- |
|
IJT
|
US |
ISHARES S&P SMALL-CAP 600 GR |
57,407 |
$8M |
1.43% |
-1.8%
|
- |
|
EFIV
|
US |
SPDR S&P 500 ESG ETF |
137,470 |
$8M |
1.43% |
38.0%
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
28,654 |
$7M |
1.34% |
-2.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
36,822 |
$7M |
1.28% |
-1.5%
|
- |
|
SUSA
|
US |
ISHARES MSCI USA ESG SELECT |
51,554 |
$6M |
1.15% |
-14.4%
|
- |