|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
130,551 |
$38M |
7.79% |
3.9%
|
- |
|
AAPL
|
US |
APPLE INC |
108,728 |
$27M |
5.60% |
14.7%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
198,538 |
$27M |
5.49% |
8.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
48,169 |
$20M |
4.18% |
12.5%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
468,177 |
$13M |
2.69% |
291.3%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
70,518 |
$12M |
2.46% |
12.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
53,057 |
$12M |
2.40% |
13.4%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
26,159 |
$11M |
2.21% |
11.7%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
458,028 |
$10M |
2.14% |
182.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
17,000 |
$10M |
2.05% |
32.0%
|
- |
|
TSLA
|
US |
TESLA INC |
15,796 |
$6M |
1.31% |
11.2%
|
- |
|
IWV
|
US |
ISHARES RUSSELL 3000 ETF |
18,986 |
$6M |
1.31% |
209.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
32,729 |
$6M |
1.28% |
11.8%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
25,553 |
$6M |
1.26% |
3.1%
|
- |
|
AVGO
|
US |
BROADCOM INC |
25,524 |
$6M |
1.22% |
6.9%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
30,130 |
$6M |
1.18% |
12.7%
|
- |
|
VBR
|
US |
VANGUARD SMALL-CAP VALUE ETF |
25,917 |
$5M |
1.06% |
1.8%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
30,461 |
$5M |
1.05% |
-5.5%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
10,619 |
$5M |
0.99% |
3.9%
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
17,946 |
$5M |
0.94% |
4.1%
|
- |